Civic Intelligence

Phos Foundation

990PF • Fiscal year 2021 • EIN 81-4245345

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

9640 Georgetown PikeGreat Falls, VA 22066

(202) 862-1880

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

85th percentile

57%

Higher net margin than 85% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

18th percentile

-1.6%

Faster asset growth than 18% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-20%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Down

$22,532,996

Down $362,489 (-1.6%) from 2020

Net Assets

Down

$22,522,996

Down $362,489 (-1.6%) from 2020

Liabilities

Flat

$10,000

Flat from 2020

Revenue

Down

$3,172,850

Down $817,533 (-20%) from 2020

Expenses

Up

$1,374,819

Up $302,481 (+28%) from 2020

Net Income

Down

$1,798,031

Down $1,120,014 (-38%) from 2020

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2016: $11,940,325Liabilities 2016: $400,000Net Assets 2016: $11,540,3252016Assets 2019: $22,541,672Liabilities 2019: $10,000Net Assets 2019: $22,531,6722019Assets 2020: $22,895,485Liabilities 2020: $10,000Net Assets 2020: $22,885,4852020Assets 2021: $22,532,996Liabilities 2021: $10,000Net Assets 2021: $22,522,9962021Assets 2022: $22,630,353Liabilities 2022: $10,000Net Assets 2022: $22,620,3532022Assets 2023: $22,811,637Liabilities 2023: $10,000Net Assets 2023: $22,801,6372023Assets 2024: $22,636,377Liabilities 2024: $10,000Net Assets 2024: $22,626,3772024

Highlighted filing

2021

Assets$22,532,996
Liabilities$10,000
Net Assets$22,522,996

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2016: $12,200,000Expenses 2016: $259,675Net Income 2016: $11,940,3252016Revenue 2019: $2,014,671Expenses 2019: $1,216,053Net Income 2019: $798,6182019Revenue 2020: $3,990,383Expenses 2020: $1,072,338Net Income 2020: $2,918,0452020Revenue 2021: $3,172,850Expenses 2021: $1,374,819Net Income 2021: $1,798,0312021Revenue 2022: $1,836,126Expenses 2022: $1,735,475Net Income 2022: $100,6512022Revenue 2023: $946,615Expenses 2023: $765,587Net Income 2023: $181,0282023Revenue 2024: $57,263Expenses 2024: $233,694Net Income 2024: -$176,4312024

Highlighted filing

2021

Revenue$3,172,850
Expenses$1,374,819
Net Income$1,798,031
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNE S YOUNGKINDirector, President & Treasurer-$0--
GLENN A YOUNGKINDirector And Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Phos Foundation
EIN
81-4245345
Phone
2028621880
Address
9640 GEORGETOWN PIKE, GREAT FALLS, VA 22066

Signing Officer

Name
Glenn Youngkin
Title
Director,president & Treasurer
Phone
2028621880
Signed
2022-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Rosemckenna Pllc
Address
1717 PENNSYLVANIA AVE NW 750, WASHINGTON, DC 20006
Preparer
Steven E Rose
Phone
2028621880
Raw XML AppendixShowing 400 of 404 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PASSAGES AMERICA ISRAEL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TRUST FOR THE NATIONAL MALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BEYOND THE BLUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MUSEUM OF THE BIBLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SMU CENTER FOR FAITH & LEARNING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7VIRGINIA TECH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01635 EMERSON LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1869 MOUNT AIRY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2218 S MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31300 PENNSYLVANIA AVENUE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt48245 DOCTOR CRAIK CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5400 4TH STREET SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 750305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7ACCOUNTING 902 PRICES FORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0ROAD-0336
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NAPERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DAVIDSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NAPERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BLACKSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd422306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd520024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd675275
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd724061
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01315000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0192001
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0192001
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01020727
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01194943
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0133683
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0385201
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0231769
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0231769
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03857553
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01122999
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01020727
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01194943
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0133683
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0385201
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01315000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01122999
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04089322
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02966323
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GLENN A SUZANNE S YOUNGKIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt09640 GEORGETOWN PIKE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0GREAT FALLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd022066
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02161250
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02161250
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc050,000 SHARES OF CARLYLE GROUP INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-05-27
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01789
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt011700000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt110250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0100% INT IN DELTA FARM LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1100% INT IN TRINITY GROUP LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011700000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt110250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011700000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt110250000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02160520
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT FOR UNREALIZED ITEMS AT CONTRIBUTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010275
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt010000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0SECURITY DEPOSITS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt010000
TaxesSchedule/TaxesDetail/Amt040000
TaxesSchedule/TaxesDetail/CategoryTxt02020 EXTENSION PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GLENN YOUNGKIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR,PRESIDENT & TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02028621880
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHOS
ReturnHeader/Filer/EIN0814245345
ReturnHeader/Filer/PhoneNum02028621880
ReturnHeader/Filer/USAddress/AddressLine1Txt09640 GEORGETOWN PIKE
ReturnHeader/Filer/USAddress/CityNm0GREAT FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022066
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454149985
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSEMCKENNA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01717 PENNSYLVANIA AVE NW 750
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020006
ReturnHeader/PreparerPersonGrp/PhoneNum02028621880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN E ROSE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-14T09:26:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GLENN

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