Civic Intelligence

Kermit G Phillips II Charitable Trust

990PF • Fiscal year 2018 • EIN 04-6977585

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 05, 2019

Organization Profile
PO Box 4034Greensboro, NC 27404

(336) 458-0806

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

9th percentile

0.00x

Higher debt load relative to revenue than 9% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $50M-$100M nonprofits • Source year 2018

Asset Growth

12th percentile

-6.8%

Faster asset growth than 12% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

16%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$55,225,070

Down $4,036,701 (-6.8%) from 2017

Net Assets

Down

$55,212,761

Down $4,042,791 (-6.8%) from 2017

Liabilities

Up

$12,309

Up $6,090 (+98%) from 2017

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin87th percentile

Revenue

Up

$4,649,457

Up $627,290 (+16%) from 2017

Expenses

Up

$2,575,093

Up $136,356 (+5.6%) from 2017

Net Income

Up

$2,074,364

Up $490,934 (+31%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $9,347,394Liabilities 2011: $02011Assets 2012: $9,370,850Liabilities 2012: $1,8862012Assets 2013: $55,907,880Liabilities 2013: $02013Assets 2014: $57,086,054Liabilities 2014: $02014Assets 2015: $57,676,285Liabilities 2015: $2,3952015Assets 2016: $54,750,895Liabilities 2016: $4,303Net Assets 2016: $54,746,5922016Assets 2017: $59,261,771Liabilities 2017: $6,219Net Assets 2017: $59,255,5522017Assets 2018: $55,225,070Liabilities 2018: $12,309Net Assets 2018: $55,212,7612018Assets 2019: $63,530,778Liabilities 2019: $18,118Net Assets 2019: $63,512,6602019Assets 2020: $63,114,572Liabilities 2020: $3,219,165Net Assets 2020: $59,895,4072020Assets 2021: $71,515,607Liabilities 2021: $33,535Net Assets 2021: $71,482,0722021Assets 2022: $58,854,090Liabilities 2022: $7,628Net Assets 2022: $58,846,4622022Assets 2023: $49,620,486Liabilities 2023: $4,104,034Net Assets 2023: $45,516,4522023Assets 2024: $49,875,275Liabilities 2024: $3,151,662Net Assets 2024: $46,723,6132024

Highlighted filing

2018

Assets$55,225,070
Liabilities$12,309
Net Assets$55,212,761
Open 2018 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $244,712Expenses 2011: $360,767Net Income 2011: -$116,0552011Revenue 2012: $456,219Expenses 2012: $434,649Net Income 2012: $21,5702012Revenue 2013: $47,448,468Expenses 2013: $894,849Net Income 2013: $46,553,6192013Revenue 2014: $4,302,407Expenses 2014: $3,124,233Net Income 2014: $1,178,1742014Revenue 2015: $2,427,478Expenses 2015: $3,594,638Net Income 2015: -$1,167,1602015Revenue 2016: $453,170Expenses 2016: $5,258,926Net Income 2016: -$4,805,7562016Revenue 2017: $4,022,167Expenses 2017: $2,438,737Net Income 2017: $1,583,4302017Revenue 2018: $4,649,457Expenses 2018: $2,575,093Net Income 2018: $2,074,3642018Revenue 2019: $2,744,722Expenses 2019: $2,774,174Net Income 2019: -$29,4522019Revenue 2020: -$1,574,144Expenses 2020: $3,665,638Net Income 2020: -$5,239,7822020Revenue 2021: $5,235,464Expenses 2021: $3,285,607Net Income 2021: $1,949,8572021Revenue 2022: $2,043,327Expenses 2022: $3,409,362Net Income 2022: -$1,366,0352022Revenue 2023: $2,657,105Expenses 2023: $3,908,837Net Income 2023: -$1,251,7322023Revenue 2024: $5,142,964Expenses 2024: $3,351,361Net Income 2024: $1,791,6032024

Highlighted filing

2018

Revenue$4,649,457
Expenses$2,575,093
Net Income$2,074,364
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 5, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE PHILLIPSTrustee-$0--
KEITH PHILLIPSTrustee-$0--
KEVIN PHILLIPSTrustee-$0--
KERT PHILLIPSTrustee-$0--
ADAM TARLETONProtector-$0--
Filing and Contact Details

Filer

Filer Name
Kermit G Phillips Ii Charitable Trust
EIN
04-6977585
Phone
3364580806
Address
PO BOX 4034, GREENSBORO, NC 27404

Signing Officer

Name
Elizabeth Phillips
Title
Board Chair
Phone
3364580806
Signed
2019-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Lba Haynes Strand Pllc
Address
212 W MATTHEWS ST STE 102, MATTHEWS, NC 28105
Preparer
David D Fraser
Phone
7048411120
Raw XML AppendixShowing 400 of 620 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.

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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02944744
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01934723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05053822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03114099
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.097216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.053508
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt0100000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02159529
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LBA HAYNES STRAND PLLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0212 W MATTHEWS ST STE 102
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MATTHEWS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd01
IRS990PF/StatementsRegardingActyGrp/PhoneNum07048411120
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.PHILLIPSFOUNDATIONNC.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FAMILY WELLNESS: THE PHILLIPS FOUNDATION SEEKS TO LEVERAGE THE FOUNDATION'S EXISTING GRANT PARTNERSHIPS TO EVOLVE TOWARD UPSTREAM PREVENTION OF SOCIAL ISSUES BY ADDRESSING ROOT PROBLEMS OF FAMILY BREAKDOWN AND DYSFUNCTION THROUGH RESEARCH-BASED TOOLS FOR HEALTHY RELATIONSHIPS AND FAMILY WELLNESS. THIS DIRECT CHARITABLE ACTIVITY CARRIES OUT THE EDUCATIONAL AND CHARITABLE PURPOSES OF THE FOUNDATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0HOMELESSNESS: THE PHILLIPS FOUNDATION SEEKS TO: IMPROVE ITS APPROACH TO PREVENTING AND ENDING HOMELESSNESS THROUGH LEVERAGING SUCCESSFUL GRANTEE MODELS (SUCH AS HOUSING FIRST AND YV LIFESET); CONVENE WITH PARTNERS TO DEVELOP LARGE SCALE SOLUTIONS; AND FOSTER COLLABORATION AMONG PARTNERS AND PHILLIPS FOUNDATION TO SCALE OUT INITIATIVES MORE BROADLY. THE PHILLIPS FOUNDATION ALSO AIMS TO LEARN FROM ITS GRANTEES HOW THE FOUNDATION'S INVESTMENTS IN THEM CAN BE LEVERAGED MORE FULLY. THIS DIRECT CHARITABLE ACTIVITY CARRIES OUT THE EDUCATIONAL AND CHARITABLE PURPOSES OF THE FOUNDATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0IMPACT INVESTING: THE PHILLIPS FOUNDATION SEEKS TO CREATE A PLATFORM TO AMPLIFY SOCIAL AND ENVIRONMENTAL VALUE THROUGH FINANCIAL INVESTMENTS, A PRACTICE KNOW AS IMPACT INVESTING. THROUGH A SERIES OF EVENTS, GATHERINGS, AND COLLABORATIONS THAT BRING TOGETHER A VARIETY OF STAKEHOLDERS, THE FOUNDATION WILL MEET THIS MISSION-RELATED GOAL THROUGH ACTIVITIES INCLUDING BUT NOT LIMITED TO: PROVIDING EDUCATIONAL PROGRAMS, CONVENING PARTNERS, FOSTERING COLLABORATION, CREATING DEAL-FLOW, AND EXPLORING OPPORTUNITIES. THIS DIRECT CHARITABLE ACTIVITY CARRIES OUT THE EDUCATIONAL AND CHARITABLE PURPOSES OF THE FOUNDATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0EDUCATION: THE PHILLIPS FOUNDATION SEEKS TO ENHANCE THE RESULTS OF ITS GRANTMAKING IN EDUCATION, TO GROW EDUCATION-RELATED INITIATIVES. LEVERAGING ITS BODY OF WORK, THE FOUNDATION WILL DEVELOP PROGRAMS, COLLABORATIONS, AND TECHNOLOGY DESIGNED TO INSPIRE LEARNING AND ADDRESS IMPEDIMENTS TO CHILDREN AND YOUTH REACHING THEIR FULL POTENTIAL AS GENEROUS AND IMPACT-DRIVEN ADULTS. THROUGH EXPLORATION OF PARTNERSHIPS WITH OTHERS IN THE FIELD, COUPLED WITH ORIGINAL PROGRAMS DESIGNED TO EDUCATE CHILDREN AND YOUTH ABOUT GENEROSITY, STEWARDSHIP, AND SOCIAL RESPONSIBILITY, THE FOUNDATION WILL INNOVATE, CONVENE, AND COLLABORATE TO EFFECT POSITIVE CHANGE. THIS DCA CARRIES OUT THE EDUCATIONAL AND CHARITABLE PURPOSES OF THE FOUNDATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt014435
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0LOCAL INITIATIVE SUPPORT COALITION - NYC
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt0100000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4180093
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6289621
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DOWNTOWN GREENWAY; OPERATIONS AND PROGRAMS SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ESTABLISH ENDOWMENT TO SUPPORT MAINTENANCE AND ENHANCED PROGRAMMING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TANGER PERFORMING ARTS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SALVATION ARMY OF GREENSBORO BOYS & GIRLS CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4HEALTHY RELATIONSHIPS INITIATIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5UNION SQUARE CAMPUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6YOUTH VILLAGES LIFESET IN GUILFORD COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ACTION GREENSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GREENSBORO CHILDREN'S MUSEUM INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE COMMUNITY FOUNDATION OF GREATER GREENSBORO INC

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,225,070
Liabilities
$12,309
Net assets
$55,212,761
Revenue
$4,649,457
Expenses
$2,575,093
Net income
$2,074,364
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$49.9$3.15$46.7$5.14$3.35$1.79
2023Detailed filing. Detailed filing data is available for this year.$49.6$4.10$45.5$2.66$3.91$1.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.9$0.01$58.8$2.04$3.41$1.37
2021Detailed filing. Detailed filing data is available for this year.$71.5$0.03$71.5$5.24$3.29$1.95
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.1$3.22$59.9$1.57$3.67$5.24
2019Detailed filing. Detailed filing data is available for this year.$63.5$0.02$63.5$2.74$2.77$0.03
2018Detailed filing. Detailed filing data is available for this year.$55.2$0.01$55.2$4.65$2.58$2.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.3$0.01$59.3$4.02$2.44$1.58
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.8$0.00$54.7$0.45$5.26$4.81
2015Summary only. Only limited summary data is available for this year.$57.7$0.00$2.43$3.59$1.17
2014Summary only. Only limited summary data is available for this year.$57.1$0.00$4.30$3.12$1.18
2013Summary only. Only limited summary data is available for this year.$55.9$0.00$47.4$0.89$46.6
2012Summary only. Only limited summary data is available for this year.$9.37$0.00$0.46$0.43$0.02
2011Summary only. Only limited summary data is available for this year.$9.35$0.00$0.24$0.36$0.12