Civic Intelligence

Phl Foundation Inc.

990EZ • Fiscal year 2023 • EIN 88-3033601

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 16, 2024

Organization ProfileN/A
7649 W Colonial DrOrlando, FL 32818

(407) 267-8005

Siviq Scores

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

Liabilities / Assets

97th percentile

2.72x

Higher debt load relative to assets than 97% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

100th percentile

89.64x

Higher debt load relative to revenue than 100% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

1st percentile

-1958%

Higher net margin than 1% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

99th percentile

$120,000

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 827.4% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

55th percentile

3.5%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-92%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$478,187

Up $15,992 (+3.5%) from 2022

Net Assets

Down

-$821,813

Down $284,008 (-53%) from 2022

Liabilities

Up

$1,300,000

Up $300,000 (+30%) from 2022

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$14,503

Down $161,630 (-92%) from 2022

Expenses

Down

$298,511

Down $415,427 (-58%) from 2022

Net Income

Up

-$284,008

Up $253,797 (+47%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$4.0M$2.0M$0-$2.0MAssets 2022: $462,195Liabilities 2022: $1,000,000Net Assets 2022: -$537,8052022Assets 2023: $478,187Liabilities 2023: $1,300,000Net Assets 2023: -$821,8132023Assets 2024: $589,135Liabilities 2024: $2,404,048Net Assets 2024: -$1,814,9132024

Highlighted filing

2023

Assets$478,187
Liabilities$1,300,000
Net Assets-$821,813
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2022: $176,133Expenses 2022: $713,938Net Income 2022: -$537,8052022Revenue 2023: $14,503Expenses 2023: $298,511Net Income 2023: -$284,0082023Revenue 2024: $20,100Expenses 2024: $1,013,200Net Income 2024: -$993,1002024

Highlighted filing

2023

Revenue$14,503
Expenses$298,511
Net Income-$284,008
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 16, 2024
Return Version
2023v5.1
Gross Receipts
$14,503
Mission and Program Overview

Mission

To pursue the public and social benefit of briging the growing digital divide.

Program Services

DescriptionGrantsExpenses
Started building the mobile application for the services--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSE LOPEZDirectorFT$0$120,000$120,000
DUSTAN TEODirectorFT$0$12,000$12,000
REX NICHOLSDirectorFT$0$9,000$9,000
SHIRLEY LOPEZDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Phl Foundation Inc
EIN
88-3033601
Address
7649 W COLONIAL DR, ORLANDO, FL 32818

Signing Officer

Name
Jose Lopez
Title
Director
Signed
2024-09-16
Discuss with paid preparer
Yes

Preparer

Firm
Amg Consulting Group Inc
Address
417 MALLARD WAY, KISSIMMEE, FL 34759
Preparer
Anthony Giles
Phone
8636049812
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $65000”

Other Expenses.1003

“Information Technology $59742”

Total Liabilities.1008

“Unsecured Notes and Loans Payable - Beginning $1000000 Unsecured Notes and Loans Payable - Ending $1300000”

Raw XML Appendix141 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOSE LOPEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum04072678005
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07327 CHILTON DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ORLANDO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032836
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0462195
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0478187
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-284008
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt032769
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0462195
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0478187
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt014503
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-537805
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-821813
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-537805
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-821813
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt060.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt0120000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt112000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt29000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSE LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DUSTAN TEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHIRLEY LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3REX NICHOLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0124742
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To pursue the public and social benefit of briging the growing digital divide.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Started building the mobile application for the services
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0141000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01000000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01300000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0298511
IRS990EZ/TotalRevenueAmt014503
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0176133
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0190633
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0190633
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0176133
IRS990ScheduleA/Total509Grp/TotalAmt0190633
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0176133
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0190633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $65000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $59742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Unsecured Notes and Loans Payable - Beginning $1000000 Unsecured Notes and Loans Payable - Ending $1300000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1008
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSE LOPEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PHLF
ReturnHeader/Filer/EIN0883033601
ReturnHeader/Filer/USAddress/AddressLine1Txt07649 W COLONIAL DR
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032818
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475337998
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AMG CONSULTING GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0417 MALLARD WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KISSIMMEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034759
ReturnHeader/PreparerPersonGrp/PhoneNum08636049812
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY GILES
ReturnHeader/ReturnTs02024-09-16T12:20:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$478,187
Liabilities
$1,300,000
Net assets
-$821,813
Revenue
$14,503
Expenses
$298,511
Net income
-$284,008
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$2.40$1.81$0.02$1.01$0.99
2023Detailed filing. Detailed filing data is available for this year.$0.48$1.30$0.82$0.01$0.30$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.46$1.00$0.54$0.18$0.71$0.54