Civic Intelligence

Kermit G Phillips II Charitable Trust

990PF • Fiscal year 2020 • EIN 04-6977585

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

Organization Profile

View Organization Page

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

83rd percentile

0.05x

Higher debt load relative to assets than 83% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

98th percentile

333%

Higher net margin than 98% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Asset Growth

30th percentile

-0.7%

Faster asset growth than 30% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$63,114,572

Down $416,206 (-0.7%) from 2019

Net Assets

Down

$59,895,407

Down $3,617,253 (-5.7%) from 2019

Liabilities

Up

$3,219,165

Up $3,201,047 (+17668%) from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Down

-$1,574,144

Down $4,318,866 (-157%) from 2019

Expenses

Up

$3,665,638

Up $891,464 (+32%) from 2019

Net Income

Down

-$5,239,782

Down $5,210,330 (-17691%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2020

Assets$63,114,572
Liabilities$3,219,165
Net Assets$59,895,407
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue-$1,574,144
Expenses$3,665,638
Net Income-$5,239,782
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE PHILLIPSTrustee-$0--
KEITH PHILLIPSTrustee-$0--
KERT PHILLIPSTrustee-$0--
KEVIN PHILLIPSTrustee-$0--
PETER GILCHRISTProtector-$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
President
Phone
3364580806
Signed
2021-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Aprio Llp
Address
212 W MATTHEWS ST STE 102, MATTHEWS, NC 28105
Preparer
David D Fraser
Phone
7048411120
Raw XML AppendixShowing 400 of 744 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/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1WEST HOLLYWOOD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KATHERINE PHILLIPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KEITH PHILLIPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KERT PHILLIPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KEVIN PHILLIPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4PETER GILCHRIST
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4PROTECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 4034
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 4034
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 4034
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 4034
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GREENSBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GREENSBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2GREENSBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3GREENSBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4GREENSBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd227404
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd327404
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd427404
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03090128
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03090128
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03090128
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/IndividualWithBooksNm0APRIO LLP
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

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,114,572
Liabilities
$3,219,165
Net assets
$59,895,407
Revenue
-$1,574,144
Expenses
$3,665,638
Net income
-$5,239,782
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
2020Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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