2025-04-11T16:25:55-07:00 2024-12-31 990 2024-01-01 611066885 PHOENIX INSTITUTE INC PHOE 8594209330 PO Box 12963 Lexington KY 40383 David Thomson Treasurer 8594209330 2025-04-11 1 2024 2025-03-06 01:10:19Z Lea W Schultz PO Box 12963 Lexington KY 40583 81703 0 X www.phoenixinstitute.org X 1985 KY To bring to the public teachings regarding personal empowerment, leadership, and personal responsibility through lectures, discussions, a website, and a quarterly newsletter, and to provide a supportive and loving community to nurture the spiritual growth of any who wish to participate. 5 3 0 15 0 0 46855 46499 0 3500 7203 31704 446011 0 500069 81703 0 0 0 0 0 0 0 0 157 36209 84794 36209 84794 463860 -3091 544648 541556 0 0 544648 541556 To bring to the public the channeled teachings of the entity Samuel regarding personal empowerment, leadership, and personal responsibility through lectures, discussions, a website, and a quarterly newsletter, and to provide a supportive and loving community to nurture the spiritual growth of any who wish to participate. 0 0 68000 0 0 Provided monthly lectures by guest speaker and quarterly leadership training meetings for the volunteer leaders of the organization. 12067 0 0 Maintained a library of source material aligned with mission. Much of this source material has been maintained on magnetic audio tapes some of which were close to 40 years old and were beginning to deteriorate. Therefore, with the approval of the copyright owner, the organization digitized this material to ensure the continued existence and availability of this material in its library. , $10,689 was spent digitizing these recordings. 3180 0 0 Provided financial assistance for attendees of online events to defray admission fees. 1098 0 0 $504.12 IT services and expenses; $19.95 Newsletter expenses; $574.05 Fees--PayPal 1098 0 0 84345 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 X 5 3 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 AL FL KY X David Thomson 8594209330 PO Box 12963 Lexington KY 40383 Lea Schultz President 3 0 X X 0 0 0 Frank Schultz Vice President and Secretary 1 0 X X 0 0 0 Paula Thomson Director 5 0 X 0 0 0 Steven Smith Director 5 0 X 0 0 0 LakshmiSriraman Director 1 0 X 0 0 0 David Thomson Treasurer 5 0 X X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 46499 0 46499 Educationall program admission fees 611600 3500 3500 0 0 0 0 0 0 3500 31704 31704 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 81703 35204 0 0 292 292 504 504 Speaker fee 68000 68000 0 0 Fundraising 157 0 0 157 Financial assistance to attendees 3180 3180 0 0 Library materials, archiving, preservation 12067 12067 0 0 594 594 84794 84345 292 157 31565 19270 513083 522286 0 544648 541556 0 0 X 544648 541556 0 0 0 0 544648 541556 544648 541556 X -3091 0 0 0 0 -1 X 0 0 0 X 39989 48779 50000 46855 46498 232121 3377 0 0 0 3500 6877 43366 48779 50000 46855 49998 238998 9005 14195 18935 11400 10432 63967 0 0 0 0 0 9005 14195 18935 11400 10432 63967 175031 46 28 28 7203 31704 39009 46 28 28 7203 31704 39009 43412 48807 50028 54058 81702 278007 0.62959 0.69942 0.14032 0.02955 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED EarthLight Inc EarthLight is the for-profit corporation that provides the spiritual teachings and lectures which ar 68000 Payment to EarthLight is primarily for their part in providing these teachings, but also includes training given to Phoenix's leadership and mentoring to individuals who participate in Phoenix's activities, where that mentoring is needed and appropriate. To avoid a conflict of interest, Lea and Frank Schultz abstain from taking part in any of the decision-making that concerns payments made to EarthLight. 0 Schedule L, Part IV EarthLight is the for-profit corporation that provides the spiritual teachings and lectures which are at the core of Phoenix Institute's mission.-----------Phoenix Institute's president and vice-president, Lea Schultz and Frank Schultz respectively, are also officers and beneficiaries of EarthLight.---------------Payment to EarthLight is primarily for their part in providing these teachings, but also includes training given to Phoenix's leadership and mentoring to individuals who participate in Phoenix's activities, where that mentoring is needed and appropriate.----------To avoid a conflict of interest, Lea and Frank Schultz abstain from taking part in any of the decision-making that concerns payments made to EarthLight. Form 990, Part VI, Section A, Line 2 Paula (Director) and David (Treasurer) Thomson are married. Lea (President) and Frank(Secretary and VP) Schultz are married Form 990, Part VI, Section B, Line 11b Form is distributed to all officers and directors for checking and approval Form 990, Part VI, Section C, Line 19 All public documents are available to the public on request. Form 990, Part XI, Line 9 Adjustment for rounding error