Civic Intelligence

Harvey Phillips Foundation Inc.

990 • Fiscal year 2023 • EIN 13-2935236

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 29, 2024

Organization Profile
PO Box 933Bloomington, IN 47402

(812) 824-8833

Siviq Scores

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

Liabilities / Assets

75th percentile

0.04x

Higher debt load relative to assets than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

0.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

21st percentile

-18%

Higher net margin than 21% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

44th percentile

-1.3%

Faster asset growth than 44% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

54%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$417,179

Down $5,509 (-1.3%) from 2022

Net Assets

Down

$398,775

Down $12,299 (-3.0%) from 2022

Liabilities

Up

$18,404

Up $6,790 (+58%) from 2022

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin21st percentile

Revenue

Up

$228,087

Up $79,809 (+54%) from 2022

Expenses

Up

$269,290

Up $48,368 (+22%) from 2022

Net Income

Up

-$41,203

Up $31,441 (+43%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$800K$600K$400K$200K$0Assets 2010: $251,931Liabilities 2010: $10,659Net Assets 2010: $241,2722010Assets 2011: $229,188Liabilities 2011: $9,675Net Assets 2011: $219,5132011Assets 2012: $237,806Liabilities 2012: $10,185Net Assets 2012: $227,6212012Assets 2013: $209,193Liabilities 2013: $9,190Net Assets 2013: $200,0032013Assets 2014: $297,598Liabilities 2014: $7,875Net Assets 2014: $289,7232014Assets 2015: $422,176Liabilities 2015: $12,772Net Assets 2015: $409,4042015Assets 2016: $524,150Liabilities 2016: $4,700Net Assets 2016: $519,4502016Assets 2017: $546,311Liabilities 2017: $8,284Net Assets 2017: $538,0272017Assets 2018: $610,166Liabilities 2018: $9,395Net Assets 2018: $600,7712018Assets 2019: $706,911Liabilities 2019: $10,884Net Assets 2019: $696,0272019Assets 2020: $721,775Liabilities 2020: $5,983Net Assets 2020: $715,7922020Assets 2021: $493,677Liabilities 2021: $9,944Net Assets 2021: $483,7332021Assets 2022: $422,688Liabilities 2022: $11,614Net Assets 2022: $411,0742022Assets 2023: $417,179Liabilities 2023: $18,404Net Assets 2023: $398,7752023Assets 2024: $406,774Liabilities 2024: $4,751Net Assets 2024: $402,0232024

Highlighted filing

2023

Assets$417,179
Liabilities$18,404
Net Assets$398,775
Open 2023 Filing

Operations Trend

Revenue Growth82nd percentile

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

$400K$200K$0-$200K-$400KRevenue 2010: $157,595Expenses 2010: $162,896Net Income 2010: -$5,3012010Revenue 2011: $154,505Expenses 2011: $178,037Net Income 2011: -$23,5322011Revenue 2012: $154,329Expenses 2012: $174,398Net Income 2012: -$20,0692012Revenue 2013: $167,907Expenses 2013: $169,004Net Income 2013: -$1,0972013Revenue 2014: $216,363Expenses 2014: $126,643Net Income 2014: $89,7202014Revenue 2015: $223,783Expenses 2015: $106,635Net Income 2015: $117,1482015Revenue 2016: $241,160Expenses 2016: $130,887Net Income 2016: $110,2732016Revenue 2017: $234,854Expenses 2017: $215,430Net Income 2017: $19,4242017Revenue 2018: $250,819Expenses 2018: $189,404Net Income 2018: $61,4152018Revenue 2019: $280,277Expenses 2019: $187,138Net Income 2019: $93,1392019Revenue 2020: $250,617Expenses 2020: $231,315Net Income 2020: $19,3022020Revenue 2021: $14,659Expenses 2021: $246,090Net Income 2021: -$231,4312021Revenue 2022: $148,278Expenses 2022: $220,922Net Income 2022: -$72,6442022Revenue 2023: $228,087Expenses 2023: $269,290Net Income 2023: -$41,2032023Revenue 2024: $237,960Expenses 2024: $234,712Net Income 2024: $3,2482024

Highlighted filing

2023

Revenue$228,087
Expenses$269,290
Net Income-$41,203
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 29, 2024
Return Version
2022v5.0
Gross Receipts
$228,087
Mission and Program Overview

Mission

Public musical performances

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$281,231$270,535▼ $10,696
Inventories for Sale or Use$69,993$57,555▼ $12,438
Accounts Receivable$30,484$48,047▲ $17,563
Land, Buildings, and Equipment, Net$41,042$41,042→ $0
Total Assets$422,750$417,179▼ $5,571
Liabilities
Accounts Payable and Accrued Expenses$11,614$18,404▲ $6,790
Total Liabilities$11,614$18,404▲ $6,790
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$411,136$398,775▼ $12,361
Total Net Assets Fund Balance$411,136$398,775▼ $12,361
Total Liabilities and Net Assets / Fund Balance$422,750$417,179▼ $5,571

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$41,042-$41,042
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Jesse PhillipsBoard Chairman
Jim WilliamsVice Chairman
Norlan BewleyVice Chairman
Thomas PhillipsVice President
Eric StroheckerDirector
Michael SalzmanDirector
Stephen SmithSecretary
Garnet DavisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$228,087
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-41,203
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$147,825
Other Expenses$121,465
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payroll Taxes$147,825--$147,825
Fees for Services Other$36,901--$36,901
Insurance$29,654--$29,654
All Other Expenses$15,251--$15,251
Other Expenses$10,402--$10,402
Fees for Services Legal$2,144--$2,144
Advertising$1,182--$1,182
Office Expenses$633--$633
Information Technology$392--$392
Travel$20--$20
Total Functional Expenses$269,290$0$0$269,290
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$99,907$99,907-$99,907
Total Events$99,907$99,907$36,901$63,006
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Thomas PhillipsPresidentRental of Business Office and WarehouseNo$24,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The return preparer emails a copy of the final vrsion of the form 990 to the chief operationing before it is filed. This version of the form 990 is available to each board member before it is filed.”

Governing documents etc available to public Part VI line 19

“The organization makes its governing documents, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Harvey Phillips Foundation Inc
EIN
13-2935236
Address
PO BOX 933, BLOOMINGTON, IN 47402

Signing Officer

Name
Tom Phillips
Title
Vice President
Phone
8123343434
Signed
2024-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Phillips
Formed
2000
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
2

Preparer

Firm
Fred Prall and Company Inc
Address
465 S Clarizz Blvd, Bloomington, IN 47401
Preparer
Fred Prall
Phone
8123343434
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Beginning fo the year invenorty was changed as a result of physical inventory”

List of other fees for services expenses Part IX line 11G

“insurance expenses are greater thatn 10% of total expense, mostly due to company health insurance, alonge iwth general insureance on cars, buildiing and inventory”

List of other expenses Part IX line 24E

“See attached overflow statement”

Raw XML Appendix382 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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt099907
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt099907
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt099907
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt063006
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt036901
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt036901
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0THOMAS PHILLIPS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0PRESIDENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt024000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RENTAL OF BUSINESS OFFICE AND WAREHOUSE
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN PREPARER EMAILS A COPY OF THE FINAL VRSION OF THE FORM 990 TO THE CHIEF OPERATIONING BEFORE IT IS FILED. THIS VERSION OF THE FORM 990 IS AVAILABLE TO EACH BOARD MEMBER BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Beginning fo the year invenorty was changed as a result of physical inventory
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3insurance expenses are greater thatn 10% of total expense, mostly due to company health insurance, alonge iwth general insureance on cars, buildiing and inventory
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SEE ATTACHED OVERFLOW STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0422750
IRS990/TotalAssetsEOYAmt0417179
IRS990/TotalAssetsGrp/BOYAmt0422750
IRS990/TotalAssetsGrp/EOYAmt0417179
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0228087
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0269290
IRS990/TotalFunctionalExpensesGrp/TotalAmt0269290
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011614
IRS990/TotalLiabilitiesEOYAmt018404
IRS990/TotalLiabilitiesGrp/BOYAmt011614
IRS990/TotalLiabilitiesGrp/EOYAmt018404
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0411136
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0398775
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0269290
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0228087
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0422750
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0417179
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt020
IRS990/TravelGrp/TotalAmt020
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0BLOOMINGTON
IRS990/USAddress/CityNm0BLOOMINGTON
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd047401
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08123343434
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARVEY PHILLIPS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0132935236
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 933
ReturnHeader/Filer/USAddress/CityNm0BLOOMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047402
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200407958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fred Prall and Company Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0465 S Clarizz Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bloomington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047401
ReturnHeader/PreparerPersonGrp/PhoneNum08123343434
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Fred Prall
ReturnHeader/ReturnTs02024-01-29T14:36:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TOM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PHILLIPS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$417,179
Liabilities
$18,404
Net assets
$398,775
Revenue
$228,087
Expenses
$269,290
Net income
-$41,203
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.07$0.05$4.02$2.38$2.35$0.03
2023Detailed filing. Detailed filing data is available for this year.$4.17$0.18$3.99$2.28$2.69$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.12$4.11$1.48$2.21$0.73
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.94$0.10$4.84$0.15$2.46$2.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.22$0.06$7.16$2.51$2.31$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.07$0.11$6.96$2.80$1.87$0.93
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.10$0.09$6.01$2.51$1.89$0.61
2017Detailed filing. Detailed filing data is available for this year.$5.46$0.08$5.38$2.35$2.15$0.19
2016Detailed filing. Detailed filing data is available for this year.$5.24$0.05$5.19$2.41$1.31$1.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.22$0.13$4.09$2.24$1.07$1.17
2014Detailed filing. Detailed filing data is available for this year.$2.98$0.08$2.90$2.16$1.27$0.90
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.09$2.00$1.68$1.69$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.38$0.10$2.28$1.54$1.74$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.10$2.20$1.55$1.78$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$0.11$2.41$1.58$1.63$0.05