Civic Intelligence

Roger S Phelps Scholarship

990PF • Fiscal year 2019 • EIN 94-6087426

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 13, 2020

Organization Profile
PO Box 75000Detroit, MI 48275-7874

(734) 930-2405

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

11th percentile

-47%

Higher net margin than 11% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$4,615

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 34.9% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

36th percentile

-4.0%

Faster asset growth than 36% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-76%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$240,461

Down $10,071 (-4.0%) from 2018

Net Assets

Down

$240,461

Down $10,071 (-4.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

Down

$13,226

Down $41,616 (-76%) from 2018

Expenses

Up

$19,391

Up $1,558 (+8.7%) from 2018

Net Income

Down

-$6,165

Down $43,174 (-117%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$300K$200K$100K$0Assets 2011: $260,894Liabilities 2011: $12011Assets 2012: $251,275Liabilities 2012: $0Net Assets 2012: $251,2752012Assets 2013: $240,498Liabilities 2013: $0Net Assets 2013: $240,4982013Assets 2014: $229,279Liabilities 2014: $0Net Assets 2014: $229,2792014Assets 2015: $220,683Liabilities 2015: $0Net Assets 2015: $220,6832015Assets 2017: $215,828Liabilities 2017: $0Net Assets 2017: $215,8282017Assets 2018: $250,532Liabilities 2018: $0Net Assets 2018: $250,5322018Assets 2019: $240,461Liabilities 2019: $0Net Assets 2019: $240,4612019Assets 2020: $238,655Liabilities 2020: $0Net Assets 2020: $238,6552020Assets 2021: $240,684Liabilities 2021: $0Net Assets 2021: $240,6842021Assets 2022: $230,800Liabilities 2022: $0Net Assets 2022: $230,8002022Assets 2023: $221,248Liabilities 2023: $0Net Assets 2023: $221,2482023Assets 2024: $213,444Liabilities 2024: $0Net Assets 2024: $213,4442024

Highlighted filing

2019

Assets$240,461
Liabilities$0
Net Assets$240,461
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $11,782Expenses 2011: $18,812Net Income 2011: -$7,0302011Expenses 2012: $19,2702012Revenue 2013: $8,015Expenses 2013: $19,217Net Income 2013: -$11,2022013Revenue 2014: $5,384Expenses 2014: $16,953Net Income 2014: -$11,5692014Revenue 2015: $8,474Expenses 2015: $16,735Net Income 2015: -$8,2612015Revenue 2017: $11,522Expenses 2017: $17,049Net Income 2017: -$5,5272017Revenue 2018: $54,842Expenses 2018: $17,833Net Income 2018: $37,0092018Revenue 2019: $13,226Expenses 2019: $19,391Net Income 2019: -$6,1652019Revenue 2020: $9,355Expenses 2020: $18,235Net Income 2020: -$8,8802020Revenue 2021: $20,815Expenses 2021: $19,367Net Income 2021: $1,4482021Revenue 2022: $10,304Expenses 2022: $20,149Net Income 2022: -$9,8452022Revenue 2023: $11,274Expenses 2023: $20,805Net Income 2023: -$9,5312023Revenue 2024: $14,414Expenses 2024: $21,313Net Income 2024: -$6,8992024

Highlighted filing

2019

Revenue$13,226
Expenses$19,391
Net Income-$6,165
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 13, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$4,615-$4,615
Filing and Contact Details

Filer

Filer Name
Roger S Phelps Scholarship
EIN
94-6087426
Phone
7349302405
Address
PO BOX 75000, DETROIT, MI 48275-7874

Signing Officer

Name
Matthew Cleary
Title
Trust Tax Offic
Phone
7349302405
Signed
2020-06-13

Preparer

Firm
Kpmg Llp
Address
2020 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Bradley N Sprong
Phone
8558073423
Raw XML Appendix329 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/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06300 E STATE UNIVERSITY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13601 PACIFIC AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22195 HEARST AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1STOCKTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090815
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294720
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012900
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012407
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012407
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01618
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0260
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0332
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0999
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0999
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03675
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01465
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01618
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0260
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0332
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013872
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01465
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04674
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03209
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03906
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE IN CASH VS TAXABLE INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CTF
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CA ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
TaxesSchedule/TaxesDetail/Amt0353
TaxesSchedule/TaxesDetail/Amt1512
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW CLEARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST TAX OFFIC
ReturnHeader/BusinessOfficerGrp/PhoneNum07349302405
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROGER S PHELPS SCHOLARSHIP
ReturnHeader/Filer/BusinessNameControlTxt0PHEL
ReturnHeader/Filer/EIN0946087426
ReturnHeader/Filer/PhoneNum07349302405
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 75000
ReturnHeader/Filer/USAddress/CityNm0DETROIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0482757874
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E9A60054E9AA9C7C4DC85972C2F1353D95F6E5F2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D6F9CC012CE51ECAD540FF0E8F15684D48504290
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.103.143.95
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum08558073423
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY N SPRONG
ReturnHeader/ReturnTs02020-07-12T21:00:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$240,461
Liabilities
$0
Net assets
$240,461
Revenue
$13,226
Expenses
$19,391
Net income
-$6,165
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.00$2.13$0.14$0.21$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$0.11$0.21$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$0.10$0.20$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.21$0.19$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$0.09$0.18$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.13$0.19$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.55$0.18$0.37
2017Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.12$0.17$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.08$0.17$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.05$0.17$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.08$0.19$0.11
2012Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.19
2011Summary only. Only limited summary data is available for this year.$2.61$0.00$0.12$0.19$0.07