Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Phase Foundation
EIN 92-3624067 • 501(c)3 • Vestavia Hills, AL
Profile
The primary purpose is to provide health and wellness programs for people with intellectual disabilities in an inclusive environment. We educate individuals and families on activities they can do to promote physial and emotional well-being. We act as a resource to the community on sensory wellness.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
60th percentile
Higher net margin than 60% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$37,066
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
$37,066
No earlier filing loaded for comparison.
Revenue
$60,080
No earlier filing loaded for comparison.
Expenses
$55,714
No earlier filing loaded for comparison.
Net Income
$4,366
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $37,066
- Liabilities
- -
- Net assets
- $37,066
- Revenue
- $60,080
- Expenses
- $55,714
- Net income
- $4,366
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Nov 15, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $60,080
Mission and Program Overview
Mission
The primary purpose is to provide health and wellness programs for people with intellectual disabilities in an inclusive environment. We educate individuals and families on activities they can do to promote physial and emotional well-being. We act as a resource to the community on sensory wellness.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDE A SENSORY FRIENDLY GYM ENVIRONMENT FOR PEOPLE WITH INTELLECTUAL DISABILITIES. | - | $40,915 |
| PROVIDE A BUDDY PROGRAM THAT MATCHES PEOPLE WITH INTELLECTUAL DISABILITIES TO A TYPICALLY DEVELOPED PEER FOR FITNESS TRAINING AND ENDURANCE SPORTS. | - | - |
| COLLABORATE WITH SCHOOLS AND ORGANIZATIONS TO PROVIDE FITNESS TRAINING EITHER ON SITE AT THEIR ESTABLISHMENT OR WITHIN OUR GYM FACILITY. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KEVIN BURKE | President | PT | $0 | - | - |
| MARTIN TAYLOR | Vice Preside | - | $0 | - | - |
| JESSICA MOODY | Secretary | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Phase Foundation
- EIN
- 92-3624067
- Phone
- 2056013610
- Address
- 715 LEXINGTON ROAD, VESTAVIA HILLS, AL 35216
Signing Officer
- Name
- Kevin Burke
- Title
- President
- Signed
- 2025-11-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- James S Lovejoy CPA Pc
- Address
- 245 EAST US HIGHWAY 50 UNIT 8, SALIDA, CO 81201
- Preparer
- Courtney a Kline CPA
- Phone
- 7203408215
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses bank fees 28 credit card fees 377 taxes and licenses 162 non-investment depreciation 18,561 total 19,128”
Form 990-ez, Part I, Line 20
“Book / tax depreciation difference 17,000”
Form 990-ez, Part II, Line 24
“Turf and other flooring 0 11,434 less accumulated depreciation 0 262 equipment 0 15,224 less accumulated depreciation 0 1,142 equipment 0 2,349 less accumulated depreciation 0 157 security deposit 2,400 2,400 total 2,400 29,846”
Form 990-ez, Part III
“The primary purpose is to provide health and wellness programs for people with intellectual disabilities in an inclusive environment. We educate individuals and families on activities they can do to promote physial and emotional well-being. We act as a resource to the community on sensory wellness.”
Raw XML Appendix126 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JESSICA MOODY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2056013610 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5621 5TH AVE SOUTH |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BIRMINGHAM |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | AL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 35212 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 13300 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 7220 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 59793 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 4366 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1006 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 15700 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 37066 |
| IRS990EZ/GrossReceiptsAmt | 0 | 60080 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 287 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 15700 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 37066 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 15700 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 37066 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 35580 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KEVIN BURKE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MARTIN TAYLOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JESSICA MOODY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 2400 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 29846 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 17000 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 19128 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PRIMARY PURPOSE IS TO PROVIDE HEALTH AND WELLNESS PROGRAMS FOR PEOPLE WITH INTELLECTUAL DISABILITIES IN AN INCLUSIVE ENVIRONMENT. WE EDUCATE INDIVIDUALS AND FAMILIES ON ACTIVITIES THEY CAN DO TO PROMOTE PHYSIAL AND EMOTIONAL WELL-BEING. WE ACT AS A RESOURCE TO THE COMMUNITY ON SENSORY WELLNESS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE A SENSORY FRIENDLY GYM ENVIRONMENT FOR PEOPLE WITH INTELLECTUAL DISABILITIES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | PROVIDE A BUDDY PROGRAM THAT MATCHES PEOPLE WITH INTELLECTUAL DISABILITIES TO A TYPICALLY DEVELOPED PEER FOR FITNESS TRAINING AND ENDURANCE SPORTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | COLLABORATE WITH SCHOOLS AND ORGANIZATIONS TO PROVIDE FITNESS TRAINING EITHER ON SITE AT THEIR ESTABLISHMENT OR WITHIN OUR GYM FACILITY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 40915 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | AL |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 55714 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 40915 |
| IRS990EZ/TotalRevenueAmt | 0 | 60080 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 59793 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 17567 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 77360 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 287 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | -20 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 267 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.99660 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 77360 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 59793 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 17567 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 77360 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 77627 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES BANK FEES 28 CREDIT CARD FEES 377 TAXES AND LICENSES 162 NON-INVESTMENT DEPRECIATION 18,561 TOTAL 19,128 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | BOOK / TAX DEPRECIATION DIFFERENCE 17,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | TURF AND OTHER FLOORING 0 11,434 LESS ACCUMULATED DEPRECIATION 0 262 EQUIPMENT 0 15,224 LESS ACCUMULATED DEPRECIATION 0 1,142 EQUIPMENT 0 2,349 LESS ACCUMULATED DEPRECIATION 0 157 SECURITY DEPOSIT 2,400 2,400 TOTAL 2,400 29,846 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE PRIMARY PURPOSE IS TO PROVIDE HEALTH AND WELLNESS PROGRAMS FOR PEOPLE WITH INTELLECTUAL DISABILITIES IN AN INCLUSIVE ENVIRONMENT. WE EDUCATE INDIVIDUALS AND FAMILIES ON ACTIVITIES THEY CAN DO TO PROMOTE PHYSIAL AND EMOTIONAL WELL-BEING. WE ACT AS A RESOURCE TO THE COMMUNITY ON SENSORY WELLNESS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KEVIN BURKE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PHASE FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PHAS |
| ReturnHeader/Filer/EIN | 0 | 923624067 |
| ReturnHeader/Filer/PhoneNum | 0 | 2056013610 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 715 LEXINGTON ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | VESTAVIA HILLS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 35216 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 454895051 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JAMES S LOVEJOY CPA PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 245 EAST US HIGHWAY 50 UNIT 8 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SALIDA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 81201 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7203408215 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | COURTNEY A KLINE CPA |
| ReturnHeader/ReturnTs | 0 | 2025-11-16T15:39:24-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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