Civic Intelligence

Phelps Family Foundation

EIN 84-4032465 • Tuscaloosa, AL

Pub. 78 Eligible
1205 Indian Hills CirTuscaloosa, AL 35406
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

67th percentile

6.0%

Faster asset growth than 67% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

1.8%

Faster revenue growth than 55% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$321,311

Up $18,329 (+6.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$321,311

Up $18,329 (+6.0%) from 2023

Revenue

Up

$55,210

Up $999 (+1.8%) from 2023

Expenses

Up

$36,881

Up $10,130 (+38%) from 2023

Net Income

Down

$18,329

Down $9,131 (-33%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2019: $200,000Liabilities 2019: $02019Assets 2020: $228,901Liabilities 2020: $0Net Assets 2020: $228,9012020Assets 2021: $254,523Liabilities 2021: $0Net Assets 2021: $254,5232021Assets 2022: $275,522Liabilities 2022: $0Net Assets 2022: $275,5222022Assets 2023: $302,982Liabilities 2023: $0Net Assets 2023: $302,9822023Assets 2024: $321,311Liabilities 2024: $0Net Assets 2024: $321,3112024

Highlighted filing

2024

Assets$321,311
Liabilities$0
Net Assets$321,311

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0Revenue 2019: $200,000Expenses 2019: $0Net Income 2019: $200,0002019Revenue 2020: $50,401Expenses 2020: $21,500Net Income 2020: $28,9012020Revenue 2021: $50,197Expenses 2021: $24,575Net Income 2021: $25,6222021Revenue 2022: $50,265Expenses 2022: $29,266Net Income 2022: $20,9992022Revenue 2023: $54,211Expenses 2023: $26,751Net Income 2023: $27,4602023Revenue 2024: $55,210Expenses 2024: $36,881Net Income 2024: $18,3292024

Highlighted filing

2024

Revenue$55,210
Expenses$36,881
Net Income$18,329

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARROLL C PHELPSPresident-$0--
SAM TAYLOR PHELPSVice-President-$0--
PAUL CHANDLER PHELPSVice-President-$0--
ANN ELIZABETH PHELPS HILLSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMISCELLANEOUS GRANTSUPPORT OF PROGRAMS501(C)(3)TUSCALOOSA, AL, US$10,000
Paid GrantCAMP SEAFARERSUPPORT OF PROGRAMS501(C)(3)ARAPAHOE, NC, US$6,000
Paid GrantHOME IN PLACESUPPORT OF PROGRAMS501(C)(3)TUSCALOOSA, AL, US$6,000
Paid GrantSAMARITAN'S PURSESUPPORT OF PROGRAMS501(C)(3)BOONE, NC, US$5,000
Paid GrantMARGIT AND FRANK MESSIER ENDOWED FUNDSUPPORT OF PROGRAMS501(C)(3)TUSCALOOSA, AL, US$5,000
Paid GrantYMCA BLUE RIDGE ASSEMBLYSUPPORT OF PROGRAMS501(C)(3)BLACK MOUNTAIN, NC, US$3,000
Filing and Contact Details

Filer

Filer Name
Phelps Family Foundation
EIN
84-4032465
Phone
2052473415
Address
1205 INDIAN HILLS CIR, TUSCALOOSA, AL 35406

Signing Officer

Name
Carroll C Phelps
Title
President
Phone
2052473415
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
2500 ACTON ROAD, BIRMINGHAM, AL 35243
Preparer
Adam West
Phone
2059794100
Raw XML Appendix325 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/RecipientUSAddress/AddressLine1Txt31130 UNIVERSITY BLVD STE B-9 BOX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt484 BLUE RIDGE CIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51205 INDIAN HILLS CIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0430
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ARAPAHOE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TUSCALOOSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TUSCALOOSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BLACK MOUNTAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5TUSCALOOSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd235406
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd335401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428711
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd535406
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035000
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/AppliedToCurrentYearAmt015501
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015501
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012155
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014510
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012408
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010626
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt070115
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020416
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012155
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014510
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012408
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010626
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035917
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020416
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt070115
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt049699
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARY ANN PHELPS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01304 HIGH FOREST DR N
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0TUSCALOOSA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd035406
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt046
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARROLL C PHELPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02052473415
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHELPS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHEL
ReturnHeader/Filer/EIN0844032465
ReturnHeader/Filer/PhoneNum02052473415
ReturnHeader/Filer/USAddress/AddressLine1Txt01205 INDIAN HILLS CIR
ReturnHeader/Filer/USAddress/CityNm0TUSCALOOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035406
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454084437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARREN AVERETT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02500 ACTON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035243
ReturnHeader/PreparerPersonGrp/PhoneNum02059794100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM WEST
ReturnHeader/ReturnTs02025-11-17T20:38:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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