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PHOENIX INSTITUTE, INC.

Company Details

Name: PHOENIX INSTITUTE, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
Organization Date: 24 Jan 1985 (40 years ago)
Last Annual Report: 21 Aug 2024 (7 months ago)
Organization Number: 0197727
Industry: Educational Services
Number of Employees: Small (0-19)
ZIP code: 40502
City: Lexington
Primary County: Fayette County
Principal Office: 147 KENTUCKY AVE, LEXINGTON, KY 40502
Place of Formation: KENTUCKY

President

Name Role
LEA W SCHULTZ President

Secretary

Name Role
FRANK H SCHULTZ Secretary

Treasurer

Name Role
DAVID C THOMSON Treasurer

Director

Name Role
STEVEN B. SMITH Director
KATHLEEN E. FERGUSON Director
GWENDOLYN REARDON Director
LAKSHMI SRIRAMAN Director
LEA W SCHULTZ Director
FRANK H. SCHULTZ Director
TERESA A. COMBS Director
LEA W. SCHULTZ Director
PAULA A. THOMSON Director

Incorporator

Name Role
TERESA A. COMBS Incorporator
KATHLEEN E. FERGUSON Incorporator
GWENDOLYN REARDON Incorporator
LEA W. SCHULTZ Incorporator
FRANK H. SCHULTZ Incorporator

Registered Agent

Name Role
FRANK H. SCHULTZ Registered Agent

Vice President

Name Role
FRANK H SCHULTZ Vice President

Filings

Name File Date
Annual Report 2024-08-21
Annual Report 2023-03-21
Annual Report 2022-05-17
Annual Report 2021-06-03
Annual Report 2020-04-13
Annual Report 2019-06-17
Annual Report 2018-05-08
Annual Report 2017-06-19
Annual Report 2016-05-24
Annual Report 2015-04-03

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
61-1066885 Corporation Unconditional Exemption PO BOX 12963, LEXINGTON, KY, 40583-2963 1985-11
In Care of Name % FRANK SCHULTZ
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 500,000 to 999,999
Income 500,000 to 999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 544648
Income Amount 536168
Form 990 Revenue Amount 500069
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Form 990-N (e-Postcard)

Organization Name PHOENIX INSTITUTE INC
EIN 61-1066885
Tax Year 2022
Beginning of tax period 2022-01-01
End of tax period 2022-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address PO BOX 12963, LEXINGTON, KY, 40583, US
Principal Officer's Address PO BOX 12963, LEXINGTON, KY, 40583, US

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name PHOENIX INSTITUTE INC
EIN 61-1066885
Tax Period 202112
Filing Type E
Return Type 990EZ
File View File
Organization Name PHOENIX INSTITUTE INC
EIN 61-1066885
Tax Period 201812
Filing Type P
Return Type 990EZ
File View File
Organization Name PHOENIX INSTITUTE INC
EIN 61-1066885
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name PHOENIX INSTITUTE INC
EIN 61-1066885
Tax Period 201612
Filing Type E
Return Type 990
File View File

Sources: Kentucky Secretary of State