Civic Intelligence

Phelps Family Foundation

990PF • Fiscal year 2020 • EIN 84-4032465

Jan 01, 2020 to Dec 31, 2020 • Filed on May 09, 2022

Organization Profile
1205 Indian Hills CirTuscaloosa, AL 35406

(205) 247-3415

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

90th percentile

57%

Higher net margin than 90% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-75%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$228,901

Up $28,901 (+14%) from 2019

Net Assets

$228,901

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin90th percentile

Revenue

Down

$50,401

Down $149,599 (-75%) from 2019

Expenses

Up

$21,500

Up $21,500 from 2019

Net Income

Down

$28,901

Down $171,099 (-86%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$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

2020

Assets$228,901
Liabilities$0
Net Assets$228,901
Open 2020 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$50,401
Expenses$21,500
Net Income$28,901
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 9, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay77th percentile

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 GrantPROJECT HORSESHOE FARMSGENERAL SUPPORT501(C)(3)GREENSBORO, AL, US$10,000
Paid GrantHOME IN PLACEGENERAL SUPPORT501(C)(3)TUSCALOOSA, AL, US$5,000
Paid GrantEAGLES WINGSGENERAL SUPPORT501(C)(3)COKER, AL, US$2,500
Paid GrantUS HOLOCAUST MEMORIAL MUSEUMGENERAL SUPPORT501(C)(3)WASHINGTON, DC, US$2,500
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
2022-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
2500 ACTON ROAD, BIRMINGHAM, AL 35243
Preparer
Megan Randolph
Phone
2059794100
Raw XML Appendix300 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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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/AppliedToCurrentYearAmt09962
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0162
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09962
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010626
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010626
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010626
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010626
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0162
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARROLL C PHELPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02052473415
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
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/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/PreparationDt02022-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEGAN RANDOLPH
ReturnHeader/ReturnTs02022-05-09T14:38:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARROLL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PHELPS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$228,901
Liabilities
$0
Net assets
$228,901
Revenue
$50,401
Expenses
$21,500
Net income
$28,901
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.55$0.37$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.54$0.27$0.27
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.50$0.29$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.50$0.25$0.26
2020Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.50$0.22$0.29
2019Summary only. Only limited summary data is available for this year.$2.00$0.00$2.00$0.00$2.00