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Phoenix Institute Inc

  • Lexington, KY
  • Tax-exempt since Nov. 1985
  • EIN: 61-1066885

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Mental Health, Crisis Intervention / Alcohol, Drug Abuse, Treatment Only (NTEE)

Donations to this organization are tax deductible.

Details

According to its Dec. 2024 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$81.7k (2024)

Expenses
$84.8k (2024)

Total Assets
$542k (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$81,703
Expenses
$84,794
Net Income
-$3,091
Net Assets
$541,556
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,499
56.9%
Program Services $3,500
4.3%
Investment Income $31,704
38.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $541,556
Total Liabilities $0
Net Assets $541,556
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lea Schultz (President) $0 $0 $0
Frank Schultz (Vice President And Secretary) $0 $0 $0
Paula Thomson (Director) $0 $0 $0
Steven Smith (Director) $0 $0 $0
Lakshmi Sriraman (Director) $0 $0 $0
David Thomson (Treasurer) $0 $0 $0
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Document Links

990
Filed on April 11, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$500,069
Expenses
$51,216
Net Income
$448,853
Net Assets
$544,648
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,855
9.4%
Program Services $0
Investment Income $7,203
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $446,011
89.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $544,648
Total Liabilities $0
Net Assets $544,648
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lea Schultz (President) $0 $0 $0
Frank Schultz (Vice President And Secretary) $0 $0 $0
Paula Thomson (Director) $0 $0 $0
Steven Smith (Director) $0 $0 $0
Lakshmi Sriraman (Director) $0 $0 $0
David Thomson (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on May 11, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$48,806
Expenses
$47,391
Net Income
$1,415
Net Assets
$82,868
Notable Sources of Revenue Percent of Total Revenue
Contributions $48,778
99.9%
Program Services $0
Investment Income $28
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $82,868
Total Liabilities $0
Net Assets $82,868
Compensation
Key Employees and Officers Compensation Other
Lea W Schultz (President) $0 $0
Frank Schultz (Vice President And Secretary) $0 $0
David Thomson (Treasurer) $0 $0
Paula Thomson (Director) $0 $0
Steven Smith (Director) $0 $0
Lakshmi Sriraman (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 13, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$43,511
Expenses
$51,284
Net Income
-$7,773
Net Assets
$75,703
Notable Sources of Revenue Percent of Total Revenue
Contributions $39,989
91.9%
Program Services $3,128
7.2%
Investment Income $46
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $248
0.6%
Other Revenue $100
0.2%
Assets/Debt
Total Assets $75,703
Total Liabilities $0
Net Assets $75,703
Compensation
Key Employees and Officers Compensation Other
Lea W Schultz (President) $0 $0
Frank Schultz (Vice President And Secretary) $0 $0
David Thomson (Treasurer) $0 $0
Paula Thomson (Director) $0 $0
Steven Smith (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 9, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$51,374
Expenses
$57,338
Net Income
-$5,964
Net Assets
$95,246
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,869
91.2%
Program Services $3,974
7.7%
Investment Income $50
0.1%
Net Fundraising $303
0.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $178
0.3%
Assets/Debt
Total Assets $95,246
Total Liabilities $0
Net Assets $95,246

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$52,885
Expenses
$91,473
Net Income
-$38,588
Net Assets
$99,260
Notable Sources of Revenue Percent of Total Revenue
Contributions $37,348
70.6%
Program Services $15,125
28.6%
Investment Income $39
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $373
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $99,260
Total Liabilities $0
Net Assets $99,260
Compensation
Key Employees and Officers Compensation Related Other
Lea Schultz (President) $0 $0 $0
David Oldham (Treasurer) $0 $0 $0
Frank Schultz (Secretary Vice Preside) $0 $0 $0
Marion Clark (Mber Brd Of Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$104,351
Expenses
$99,604
Net Income
$4,747
Net Assets
$141,591
Notable Sources of Revenue Percent of Total Revenue
Contributions $47,090
45.1%
Program Services $57,074
54.7%
Investment Income $37
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $50
0.0%
Net Inventory Sales $0
Other Revenue $100
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $141,591
Total Liabilities $0
Net Assets $141,591
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Lea Schultz (President) $0 $0 $0
Frank Schultz (Vp Secretary) $0 $0 $0
David Oldham (Treasurer) $0 $0 $0
Marion Clark (Director) $0 $0 $0
Jean Elder (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 4, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$85,824
Expenses
$82,941
Net Income
$2,883
Net Assets
$140,611
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,932
65.2%
Program Services $29,775
34.7%
Investment Income $48
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $69
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $140,611
Total Liabilities $0
Net Assets $140,611
Compensation
Key Employees and Officers Compensation Related Other
Lea W Schultz (President) $0 $0 $0
David Oldham (Treasurer) $0 $0 $0
Frank H Schultz (Vp Secretary) $0 $0 $0
Marion Clark (Board Of Directors) $0 $0 $0
Jean Elder (Board Of Directors) $0 $0 $0
+ View more people

Document Links

990
Filed on March 25, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$82,336
Expenses
$75,047
Net Income
$7,289
Net Assets
$144,209
Notable Sources of Revenue Percent of Total Revenue
Contributions $50,389
61.2%
Program Services $31,389
38.1%
Investment Income $64
0.1%
Net Fundraising $494
0.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $144,209
Total Liabilities $0
Net Assets $144,209

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$73,766
Expenses
$68,466
Net Income
$5,300
Net Assets
$136,919
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,980
59.6%
Program Services $27,396
37.1%
Investment Income $81
0.1%
Net Fundraising $1,827
2.5%
Sales of Assets $0
Net Inventory Sales $415
0.6%
Other Revenue $67
0.1%
Assets/Debt
Total Assets $136,919
Total Liabilities $0
Net Assets $136,919

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$81,051
Expenses
$68,660
Net Income
$12,391
Net Assets
$130,780
Notable Sources of Revenue Percent of Total Revenue
Contributions $40,556
50.0%
Program Services $37,146
45.8%
Investment Income $23
0.0%
Net Fundraising $1,531
1.9%
Sales of Assets $0
Net Inventory Sales $1,795
2.2%
Other Revenue $0
Assets/Debt
Total Assets $131,618
Total Liabilities $838
Net Assets $130,780

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$95,312
Expenses
$86,899
Net Income
$8,413
Net Assets
$118,321
Notable Sources of Revenue Percent of Total Revenue
Contributions $52,019
54.6%
Program Services $40,164
42.1%
Investment Income $48
0.1%
Net Fundraising $1,553
1.6%
Sales of Assets $0
Net Inventory Sales $1,489
1.6%
Other Revenue $40
0.0%
Assets/Debt
Total Assets $118,321
Total Liabilities $0
Net Assets $118,321

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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