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PHOENIX INSTITUTE, INC.

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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 (10 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

Registered Agent

Name Role
FRANK H. SCHULTZ Registered Agent

Director

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

President

Name Role
LEA W SCHULTZ President

Secretary

Name Role
FRANK H SCHULTZ Secretary

Treasurer

Name Role
DAVID C THOMSON Treasurer

Incorporator

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

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

Tax Exempt

Employer Identification Number (EIN) :
61-1066885
In Care Of Name:
% FRANK SCHULTZ
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)
Ruling Date:
1985-11
Deductibility:
Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

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Sources: Kentucky Secretary of State