Civic Intelligence

Phoenix Global Foundation Inc

EIN 93-3749342 • 501(c)3 • Gwynn Oak, MD

NTEE Q33

Profile

To provide access to quality healthcare services that improve the lives of people in the United States and in Africa through, innovation, collaboration, education, philanthropic support, and strategic grant allocation.

6738 Dogwood RoadGwynn Oak, MD 21207

www.phoenixglobalfoundation.org

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

NTEE Q • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.00x

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

NTEE Q • $500k-$1M nonprofits • Source year 2024

Net Margin

97th percentile

99%

Higher net margin than 97% of similar nonprofits.

NTEE Q • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

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

NTEE Q • $500k-$1M nonprofits • Source year 2024

Asset Growth

88th percentile

189%

Faster asset growth than 88% of similar nonprofits.

NTEE Q • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

92%

Faster revenue growth than 81% of similar nonprofits.

NTEE Q • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$929,053

Up $607,803 (+189%) from 2023

Liabilities

Down

$0

Down $1,015 (-100%) from 2023

Net Assets

Up

$929,053

Up $608,818 (+190%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin97th percentile

Revenue

Up

$615,500

Up $294,250 (+92%) from 2023

Expenses

Up

$6,682

Up $5,667 (+558%) from 2023

Net Income

Up

$608,818

Up $288,583 (+90%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$1.0M$500K$0Assets 2023: $321,250Liabilities 2023: $1,015Net Assets 2023: $320,2352023Assets 2024: $929,053Liabilities 2024: $0Net Assets 2024: $929,0532024

Highlighted filing

2024

Assets$929,053
Liabilities$0
Net Assets$929,053
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$800K$600K$400K$200K$0Revenue 2023: $321,250Expenses 2023: $1,015Net Income 2023: $320,2352023Revenue 2024: $615,500Expenses 2024: $6,682Net Income 2024: $608,8182024

Highlighted filing

2024

Revenue$615,500
Expenses$6,682
Net Income$608,818
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$929,053
Liabilities
$0
Net assets
$929,053
Revenue
$615,500
Expenses
$6,682
Net income
$608,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.29$0.00$9.29$6.16$0.07$6.09
2023Detailed filing. Detailed filing data is available for this year.$3.21$0.01$3.20$3.21$0.01$3.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 22, 2025
Return Version
2024v5.2
Gross Receipts
$615,500
Mission and Program Overview

Mission

To provide access to quality healthcare services that improve the lives of people in the United States and in Africa through, innovation, collaboration, education, philanthropic support, and strategic grant allocation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$320,235$929,053▲ $608,818
Cash and Non-Interest-Bearing Accounts$321,250$679,053▲ $357,803
Savings and Temporary Cash Investments-$250,000-
Total Assets$321,250$929,053▲ $607,803
Liabilities
Accounts Payable and Accrued Expenses$1,015--
Total Liabilities$1,015$0▼ $1,015
Net Assets / Fund Balance
Total Net Assets Fund Balance$320,235$929,053▲ $608,818
Total Liabilities and Net Assets / Fund Balance$321,250$929,053▲ $607,803
Compensation and Service Providers
Top Officer Pay63rd percentile

Board Members and Trustees

NameTitle
Yinka AdepojuPresidentDirector
Albert TaskerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$615,500
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$615,500
Change in Net Assets
$608,818
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,488
Other Expenses$1,194
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,500--$4,500
Fees for Services Accounting-$1,100-$1,100
Grants to Domestic Individuals$988--$988
Office Expenses-$94-$94
Total Functional Expenses$5,488$1,194$0$6,682
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The return is reviewed by members of the board before the return is filed.”

Governing documents etc available to public Part VI line 19

“The Organization makes available to the public all governing documents upon request.”

Filing and Contact Details

Filer

Filer Name
Phoenix Global Foundation Inc
EIN
93-3749342
In Care Of
% Albert Tasker
Address
6738 Dogwood Road, Gwynn Oak, MD 21207

Signing Officer

Name
Albert Tasker
Title
Director
Signed
2025-09-22
Discuss with paid preparer
Yes

Organization Details

Formed
2023
Legal Domicile
Md
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
James L Layton CPA CFE CVA
Address
9 Lord Mayors Court, Cockeysville, MD 21030
Preparer
James L Layton
Phone
4109616982
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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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