Civic Intelligence

Phocis Inc

EIN 93-0908525 • 501(c)3

View Organization Page

20950 SW Rock Creek Road97378
Siviq Scores

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

Liabilities / Assets

69th percentile

0.39x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

15th percentile

-6.6%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$15,916,398

Down $1,133,280 (-6.6%) from 2010

Liabilities

Down

$6,148,324

Down $994,335 (-14%) from 2010

Net Assets

Down

$9,768,074

Down $138,945 (-1.4%) from 2010

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$3,127,048

Up $278,457 (+9.8%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $17,049,678Liabilities 2010: $7,142,659Net Assets 2010: $9,907,0192010Assets 2011: $15,916,398Liabilities 2011: $6,148,324Net Assets 2011: $9,768,0742011

Highlighted filing

2011

Assets$15,916,398
Liabilities$6,148,324
Net Assets$9,768,074
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2010: $2,848,5912010Expenses 2011: $3,127,0482011

Highlighted filing

2011

Revenue-
Expenses$3,127,048
Net Income-
Open 2011 Filing

Filings

Most recent year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$15,916,398
Liabilities
$6,148,324
Net assets
$9,768,074
Revenue
-
Expenses
$3,127,048
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$6.15$9.77$3.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$7.14$9.91$2.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 24, 2012
Return Version
2011v1.2
Gross Receipts
$4,110,329
Filing and Contact Details

Filer

EIN
93-0908525
Raw XML AppendixShowing 400 of 556 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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IRS990/Description0Phocis, Inc. (Phocis), is an Oregon nonprofit corporation which, as a Type III supporting organization, is responsive to, and an integral part of, two supported organizations (Delphi Schools, Inc., an Oregon nonprofit corporation, and Delphi Academy of Boston, Inc., a Massachusetts nonprofit corporation), both of which are organized exclusively for educational and charitable purposes, and both of which are exempt from tax under Section 501(c)(3) of the Internal Revenue code of 1986.Delphi Schools, Inc., develops, operates, and advises private, non-sectarian "Delphi Academy" schools owned and operated by Delphi Schools, Inc., and licenses the "Delphi Program" to schools owned and/or operated by other nonprofit tax-exempt organizations, in conjunction with Delphi Schools, Inc.'s "Delphi Program" - comprised of its: (i) educational curriculum, syllabi, and supporting implementation advice for the education of students in preschool/kindergarten through high school and beyond; (ii) educational publications; and (iii) "Delphi" trademarks and servicemarks. Delphi Schools, Inc., currently owns and operates four such schools: a boarding school located in Sheridan, Oregon ("The Delphian School"); a day school located in Los Angeles, California ("Delphi Academy of Los Angeles"), a day school located in Santa Monica, California ("Delphi Academy of Santa Monica"), and a day school located in Santa Clara, California ("Delphi Academy of San Francisco Bay"). Delphi Schools, Inc., also licenses three schools owned and/or operated by other nonprofit tax-exempt organizations: a day school located in Milton, Massachusetts ("Delphi Academy of Boston"); a day school located in Clearwater, Florida ("Delphi Academy of Florida"); and a day school located in Chicago, Illinois ("Delphi Academy of Chicago").
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0Phocis, Inc., is a Type III supporting organization of Delphi Schools, Inc., and Delphi Academy of Boston, Inc. During 2011, 100% of Phocis, Inc.'s grants were made to Delphi Schools, Inc., and Delphi Academy of Boston. Such grants were made for facility rents, legal fees, and general operating costs - the expenditures for which were either coordinated through or contemporaneously reviewed by Phocis, Inc.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0Grantmaker's Description of How Grants are Used
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IRS990ScheduleI/RecipientTable/AddressUS/AddressLine11564 BLUE HILL AVENUE
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IRS990ScheduleI/RecipientTable/AddressUS/City1MILTON
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IRS990ScheduleI/RecipientTable/AmountOfNonCashAssistance10
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IRS990ScheduleI/RecipientTable/PurposeOfGrant0Support
IRS990ScheduleI/RecipientTable/PurposeOfGrant1SUPPORT
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10DELPHI SCHOOLS INC
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11DELPHI ACADEMY OF BOSTON INC
IRS990ScheduleI/RecordsMaintained0true
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IRS990ScheduleI/TotalNbrOfOtherOrganizations00
IRS990ScheduleJ/AnyNonFixedPayments0false
IRS990ScheduleJ/BoardOrCommitteeApproval0X
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IRS990ScheduleJ/CompensationSurvey0X
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IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0129330
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0Gregory D Ott
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IRS990ScheduleO/GeneralExplanation/Explanation0Phocis, Inc., makes its governing documents, conflicts-of-interest policy, and/or financial statements available to the public only as required by Federal and State law.
IRS990ScheduleO/GeneralExplanation/Explanation1Phocis, Inc., has a compensation policy that ensures against payments in excess of reasonable compensation to it's officers, directors, and key employees -- that is, against payments in excess of compensation amounts that would ordinarily be paid for like services by a like organization under like circumstances. In addition, the corporation's conflicts-of-interest policy requires periodic review by the Board of Directors to ensure that compensation arrangements and benefits for the corporation's officers, directors, and key employees do not exceed levels that are reasonable, based on independent compensation consultants' written analysis, independent legal counsel review, and arm's-length bargaining.
IRS990ScheduleO/GeneralExplanation/Explanation2Phocis, Inc., has a conflicts-of-interest policy and a whistleblower policy, which together ensure that any member of the corporation's Board of Directors (or any committee of the Board of Directors), and/or any officer, employee, fiduciary, or agent of the corporation (collectively "interested person"), who has a direct or indirect financial interest (a defined term, which includes all circumstances in which an interested person may profit from an action or decision by the corporation in which the interested person participates, and of which he or she has knowledge) in a transaction or activity, discloses the existence of the financial interest. Such disclosure must be made to the Board of Directors (or it's appropriate committee) which, in turn, must make a decision on whether a conflict exists, and if it does, whether the subject transaction or activity is in the corporation's best interest, is for the corporation's benefit, and is fair and reasonable. Violations result in appropriate disciplinary and corrective action. All interested persons sign annual statements attesting to their compliance with the corporation's conflicts-of-interest policy. All members of the Board of Directors, and all officers, employees, fiduciaries, and agents of the corporation, are provided with a copy of the corporation's conflicts-of-interest policy and whistle-blower policy.
IRS990ScheduleO/GeneralExplanation/Explanation3The Form 990 is reviewed by Phocis, Inc.'s management, legal counsel, and Board of Directors.

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