Civic Intelligence

L Donald Phillips and Dorothy G Phillips Foundation

EIN 04-6650414 • Newburyport, MA

51 State StreetNewburyport, MA 01950
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

72nd percentile

20%

Higher net margin than 72% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$8,043

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 17.8% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

47th percentile

1.3%

Faster asset growth than 47% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-1.3%

Faster revenue growth than 35% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$674,763

Up $8,548 (+1.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$674,763

Up $8,548 (+1.3%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin72nd percentile

Revenue

Down

$45,171

Down $583 (-1.3%) from 2023

Expenses

Up

$36,079

Up $7,468 (+26%) from 2023

Net Income

Down

$9,092

Down $8,051 (-47%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $46,626Liabilities 2011: $02011Assets 2012: $46,499Liabilities 2012: $02012Assets 2013: $42,978Liabilities 2013: $02013Assets 2014: $42,229Liabilities 2014: $02014Assets 2015: $41,521Liabilities 2015: $02015Assets 2016: $38,534Liabilities 2016: $0Net Assets 2016: $38,5342016Assets 2017: $39,744Liabilities 2017: $0Net Assets 2017: $39,7442017Assets 2018: $38,216Liabilities 2018: $0Net Assets 2018: $38,2162018Assets 2019: $36,534Liabilities 2019: $0Net Assets 2019: $36,5342019Assets 2020: $38,062Liabilities 2020: $0Net Assets 2020: $38,0622020Assets 2021: $39,022Liabilities 2021: $0Net Assets 2021: $39,0222021Assets 2022: $649,487Liabilities 2022: $0Net Assets 2022: $649,4872022Assets 2023: $666,215Liabilities 2023: $0Net Assets 2023: $666,2152023Assets 2024: $674,763Liabilities 2024: $0Net Assets 2024: $674,7632024

Highlighted filing

2024

Assets$674,763
Liabilities$0
Net Assets$674,763
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $793Expenses 2011: $3,022Net Income 2011: -$2,2292011Revenue 2012: $1,026Expenses 2012: $1,009Net Income 2012: $172012Revenue 2013: $1,562Expenses 2013: $5,740Net Income 2013: -$4,1782013Revenue 2014: $2,063Expenses 2014: $3,344Net Income 2014: -$1,2812014Revenue 2015: $3,265Expenses 2015: $3,641Net Income 2015: -$3762015Revenue 2016: $858Expenses 2016: $3,361Net Income 2016: -$2,5032016Revenue 2017: $802Expenses 2017: $3,092Net Income 2017: -$2,2902017Revenue 2018: $981Expenses 2018: $2,853Net Income 2018: -$1,8722018Revenue 2019: $977Expenses 2019: $3,897Net Income 2019: -$2,9202019Revenue 2020: $999Expenses 2020: $1,599Net Income 2020: -$6002020Revenue 2021: $895Expenses 2021: $1,680Net Income 2021: -$7852021Revenue 2022: $619,403Expenses 2022: $6,770Net Income 2022: $612,6332022Revenue 2023: $45,754Expenses 2023: $28,611Net Income 2023: $17,1432023Revenue 2024: $45,171Expenses 2024: $36,079Net Income 2024: $9,0922024

Highlighted filing

2024

Revenue$45,171
Expenses$36,079
Net Income$9,092
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$674,763
Liabilities
$0
Net assets
$674,763
Revenue
$45,171
Expenses
$36,079
Net income
$9,092
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.45$0.36$0.09
2023Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.46$0.29$0.17
2022Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$6.19$0.07$6.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$0.01$0.02$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.01$0.02$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.01$0.04$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.01$0.03$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.01$0.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.01$0.03$0.03
2015Summary only. Only limited summary data is available for this year.$0.42$0.00$0.03$0.04$0.00
2014Summary only. Only limited summary data is available for this year.$0.42$0.00$0.02$0.03$0.01
2013Summary only. Only limited summary data is available for this year.$0.43$0.00$0.02$0.06$0.04
2012Summary only. Only limited summary data is available for this year.$0.46$0.00$0.01$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$0.47$0.00$0.01$0.03$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$8,043-$8,043
-Trustee-$0--
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
L Donald Phillips and Dorothy G
EIN
04-6650414
Address
51 STATE STREET, NEWBURYPORT, MA 01950

Signing Officer

Name
James Connolly
Title
Trustee
Phone
9784622251
Signed
2025-04-30

Preparer

Firm
Jeffrey C Kirpas & Co Pc
Address
21 PLEASANT ST STE 248, NEWBURYPORT, MA 01950
Preparer
Jeffrey C Kirpas
Phone
9784627250
Raw XML Appendix268 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01210
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01089
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0121
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0659134
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CAMBRIDGE TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0770395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt023325
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt018609
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt045171
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01089
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0121
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01210
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt027703
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt018609
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt07239
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0804
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt023325
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt2CAMBRIDGE TRUST
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07815814275
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013409
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NEWBURYPORT EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FRIENDS OF IPSWICH LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FRIENDS OF IPSWICH ELDERLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt070 LOW STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt125 NORTH MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt225 GREEN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEWBURYPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1IPSWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2IPSWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101938
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201938
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt026817
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/AppliedToCurrentYearAmt08336
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt026817
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038229
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035153
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt029893
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt026817
OtherDecreasesSchedule/OtherDecreasesDetail/Amt073
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1473
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN UNREALIZED GAIN
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FEDERAL TAX
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FOREIGN TAX PAID
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt08
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES CONNOLLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09784622251
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0L DONALD PHILLIPS AND DOROTHY G
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PHILLIPS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LDON
ReturnHeader/Filer/EIN0046650414
ReturnHeader/Filer/USAddress/AddressLine1Txt051 STATE STREET
ReturnHeader/Filer/USAddress/CityNm0NEWBURYPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001950
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043234393
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JEFFREY C KIRPAS & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021 PLEASANT ST STE 248
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURYPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001950
ReturnHeader/PreparerPersonGrp/PhoneNum09784627250
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY C KIRPAS
ReturnHeader/ReturnTs02025-05-13T13:06:06-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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