Civic Intelligence

Phoenix Institute Inc.

990 • Fiscal year 2023 • EIN 61-1066885

Jan 01, 2023 to Dec 31, 2023 • Filed on May 10, 2024

Organization Profilewww.phoenixinstitute.org
PO Box 12963Lexington, KY 40383

(859) 420-9330

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

98th percentile

90%

Higher net margin than 98% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

96th percentile

156%

Faster asset growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2023

Revenue Growth

96th percentile

220%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$544,648

Up $461,780 (+557%) from 2021

Net Assets

Up

$544,648

Up $461,780 (+557%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin98th percentile

Revenue

Up

$500,069

Up $451,263 (+925%) from 2021

Expenses

Up

$51,216

Up $3,825 (+8.1%) from 2021

Net Income

Up

$448,853

Up $447,438 (+31621%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $118,321Liabilities 2011: $02011Assets 2012: $131,618Liabilities 2012: $8382012Assets 2013: $136,919Liabilities 2013: $02013Assets 2014: $144,209Liabilities 2014: $02014Assets 2015: $140,611Liabilities 2015: $0Net Assets 2015: $140,6112015Assets 2016: $141,591Liabilities 2016: $0Net Assets 2016: $141,5912016Assets 2017: $99,260Liabilities 2017: $0Net Assets 2017: $99,2602017Assets 2018: $95,246Liabilities 2018: $02018Assets 2020: $75,703Liabilities 2020: $0Net Assets 2020: $75,7032020Assets 2021: $82,868Liabilities 2021: $0Net Assets 2021: $82,8682021Assets 2023: $544,648Liabilities 2023: $0Net Assets 2023: $544,6482023Assets 2024: $541,556Liabilities 2024: $0Net Assets 2024: $541,5562024

Highlighted filing

2023

Assets$544,648
Liabilities$0
Net Assets$544,648
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $95,312Expenses 2011: $86,899Net Income 2011: $8,4132011Revenue 2012: $81,051Expenses 2012: $68,660Net Income 2012: $12,3912012Revenue 2013: $73,766Expenses 2013: $68,466Net Income 2013: $5,3002013Revenue 2014: $82,336Expenses 2014: $75,047Net Income 2014: $7,2892014Revenue 2015: $85,824Expenses 2015: $82,941Net Income 2015: $2,8832015Revenue 2016: $104,351Expenses 2016: $99,604Net Income 2016: $4,7472016Revenue 2017: $52,885Expenses 2017: $91,473Net Income 2017: -$38,5882017Revenue 2018: $51,374Expenses 2018: $57,338Net Income 2018: -$5,9642018Revenue 2020: $43,511Expenses 2020: $51,284Net Income 2020: -$7,7732020Revenue 2021: $48,806Expenses 2021: $47,391Net Income 2021: $1,4152021Revenue 2023: $500,069Expenses 2023: $51,216Net Income 2023: $448,8532023Revenue 2024: $81,703Expenses 2024: $84,794Net Income 2024: -$3,0912024

Highlighted filing

2023

Revenue$500,069
Expenses$51,216
Net Income$448,853
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v5.0
Gross Receipts
$536,168
Mission and Program Overview

Mission

Lectures, publications and resources for spiritual growth

To bring to the public teachings regarding personal empowerment, leadership, and personal responsibility through lectures, discussions, a website, and a quarterly newsletter, and to provide a supportive and loving community to nurture the spiritual growth of any who wish to participate.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$95,793$544,648▲ $448,855
Savings and Temporary Cash Investments$55,309$513,083▲ $457,774
Cash and Non-Interest-Bearing Accounts$33,815$31,565▼ $2,250
Land, Buildings, and Equipment, Net$6,669$0▼ $6,669
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$95,793$544,648▲ $448,855
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$95,793$544,648▲ $448,855
Total Liabilities and Net Assets / Fund Balance$95,793$544,648▲ $448,855
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Lea SchultzPresident
Frank SchultzVice President and Secretary
LakshmiSriramanDirector
Paula ThomsonDirector
Steven SmithDirector
David ThomsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$46,855
Program Service Revenue
$0
Investment Income
$453,214
Other Revenue
$0
All Other Contributions
$46,855
Change in Net Assets
$448,853
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,216
Total Fundraising Expense$948
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$2,968--$2,968
Insurance$2,461--$2,461
Other Expenses$750$0$0$750
All Other Expenses$0$42$621$663
Information Technology$504--$504
Office Expenses-$210-$210
Total Functional Expenses$50,016$252$948$51,216
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-EarthLight is the for-profit corporation that provides the spiritual teachings and lectures which arPayment to EarthLight is primarily for its part in providinbg these teachings, but also includes training given to Phoenix's leadership and mentoring to individuals who participate in Phoenix's activities, where that mentoring is needed and appropriate.No$43,000
-EarthLight, Inc. includes Lea and Frank Schultz, who are President and Secretary respectively of PhThe above noted of $43,000 therefore included these people, who are husband and wife.No$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“President and Vice President (Schultzes) are married. Treasurer and Director (Thomsons) are married”

Form 990, Part VI, Section B, Line 11B

“Form 990, Part VI, line 11b: Form is distributed to all officers and directors for checking and approval”

Form 990, Part VI, Section C, Line 19

“Form 990, Part VI, lines 19: All public documents are available to the public on request.”

Filing and Contact Details

Filer

Filer Name
Phoenix Institute Inc
EIN
61-1066885
Phone
8594209330
Address
PO Box 12963, Lexington, KY 40383

Signing Officer

Name
David Thomson
Title
Treasurer
Phone
8594209330
Signed
2024-05-10

Organization Details

Principal Officer
David Thomson
Formed
1985
Legal Domicile
Ky
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
15
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“$2 entered to correct rounding error”

Raw XML AppendixShowing 400 of 462 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03377
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06359
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09736
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07203
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt058
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07363
IRS990ScheduleA/InvestmentIncomeCYPct00.02955
IRS990ScheduleA/InvestmentIncomePYPct00.0006
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.69942
IRS990ScheduleA/PublicSupportPY509Pct00.693
IRS990ScheduleA/PublicSupportTotal509Amt0174279
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt011400
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt018935
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt014195
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt09005
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt014000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt067535
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046855
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt048779
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043366
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052814
IRS990ScheduleA/Total509Grp/TotalAmt0241814
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050028
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt048807
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt043412
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt052872
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0249177
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0EarthLight Inc
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1EarthLight Inc
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0EarthLight is the for-profit corporation that provides the spiritual teachings and lectures which ar
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1EarthLight, Inc. includes Lea and Frank Schultz, who are President and Secretary respectively of Ph
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt043000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Payment to EarthLight is primarily for its part in providinbg these teachings, but also includes training given to Phoenix's leadership and mentoring to individuals who participate in Phoenix's activities, where that mentoring is needed and appropriate.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1The above noted of $43,000 therefore included these people, who are husband and wife.
IRS990ScheduleN/DirectorOfSuccessor2Ind00
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Building and land at 655 Lima Drive, Lexington, KY 40511
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02023-04-25
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt06669
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0undepreciated value of land and property plus transaction expenses
IRS990ScheduleN/DispositionOfAssetsDetail/PersonNm0KC TURNER PROPERTIES LLC
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt02524 CARDUCCI ST
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0Lexington
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0KY
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd040509
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0President and Vice President (Schultzes) are married. Treasurer and Director (Thomsons) are married
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990, Part VI, line 11b: Form is distributed to all officers and directors for checking and approval
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990, Part VI, lines 19: All public documents are available to the public on request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3$2 entered to correct rounding error
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/StatesWhereCopyOfReturnIsFldCd1CA
IRS990/StatesWhereCopyOfReturnIsFldCd2CT
IRS990/StatesWhereCopyOfReturnIsFldCd3FL
IRS990/StatesWhereCopyOfReturnIsFldCd4GA
IRS990/StatesWhereCopyOfReturnIsFldCd5KY
IRS990/StatesWhereCopyOfReturnIsFldCd6MI
IRS990/StatesWhereCopyOfReturnIsFldCd7PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt095793
IRS990/TotalAssetsEOYAmt0544648
IRS990/TotalAssetsGrp/BOYAmt095793
IRS990/TotalAssetsGrp/EOYAmt0544648
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt046855
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0948
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0252
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt050016
IRS990/TotalFunctionalExpensesGrp/TotalAmt051216
IRS990/TotalGrossUBIAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$544,648
Liabilities
$0
Net assets
$544,648
Revenue
$500,069
Expenses
$51,216
Net income
$448,853
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.00$5.42$0.82$0.85$0.03
2023Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$5.00$0.51$4.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$0.49$0.47$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.44$0.51$0.08
2018Summary only. Only limited summary data is available for this year.$0.95$0.00$0.51$0.57$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.53$0.91$0.39
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.00$1.42$1.04$1.00$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.86$0.83$0.03
2014Summary only. Only limited summary data is available for this year.$1.44$0.00$0.82$0.75$0.07
2013Summary only. Only limited summary data is available for this year.$1.37$0.00$0.74$0.68$0.05
2012Summary only. Only limited summary data is available for this year.$1.32$0.01$0.81$0.69$0.12
2011Summary only. Only limited summary data is available for this year.$1.18$0.00$0.95$0.87$0.08