Civic Intelligence

The Phillip J Waldrup Foundation

990EZ • Fiscal year 2023 • EIN 20-8438877

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 16, 2024

Organization ProfilePHILLIPWALDRUPFOUNDATION.ORG
10101 Fondren Rd Suite 222Houston, TX 77096-0000

(713) 433-7619

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

6th percentile

-110%

Higher net margin than 6% 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

3rd percentile

-95%

Faster asset growth than 3% of similar nonprofits.

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

Revenue Growth

5th percentile

-79%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$274

Down $5,585 (-95%) from 2022

Net Assets

Down

$274

Down $5,775 (-95%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$5,102

Down $19,157 (-79%) from 2022

Expenses

Down

$10,734

Down $17,137 (-61%) from 2022

Net Income

Down

-$5,632

Down $2,020 (-56%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$15K$10K$5.0K$0Assets 2011: $2,783Liabilities 2011: $0Net Assets 2011: $2,7832011Assets 2012: $8,782Liabilities 2012: $0Net Assets 2012: $8,7822012Assets 2013: $1,056Liabilities 2013: $0Net Assets 2013: $1,0562013Assets 2014: $6,451Liabilities 2014: $0Net Assets 2014: $6,4512014Assets 2015: $5,701Liabilities 2015: $0Net Assets 2015: $5,7012015Assets 2016: $632Liabilities 2016: $02016Assets 2017: $451Liabilities 2017: $0Net Assets 2017: $4512017Assets 2018: $1,092Liabilities 2018: $0Net Assets 2018: $1,0922018Assets 2019: $1,110Liabilities 2019: $0Net Assets 2019: $1,1102019Assets 2020: $1,486Liabilities 2020: $0Net Assets 2020: $1,4862020Assets 2021: $9,661Net Assets 2021: $10,1322021Assets 2022: $5,859Net Assets 2022: $6,0492022Assets 2023: $274Net Assets 2023: $2742023Assets 2024: $1,139Net Assets 2024: $1,1642024

Highlighted filing

2023

Assets$274
Liabilities-
Net Assets$274
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

$40K$20K$0-$20KRevenue 2011: $14,040Expenses 2011: $11,586Net Income 2011: $2,4542011Revenue 2012: $34,310Expenses 2012: $28,311Net Income 2012: $5,9992012Revenue 2013: $19,660Expenses 2013: $27,386Net Income 2013: -$7,7262013Revenue 2014: $35,110Expenses 2014: $29,715Net Income 2014: $5,3952014Revenue 2015: $21,869Expenses 2015: $22,619Net Income 2015: -$7502015Revenue 2016: $16,170Expenses 2016: $21,239Net Income 2016: -$5,0692016Revenue 2017: $17,160Expenses 2017: $17,341Net Income 2017: -$1812017Revenue 2018: $17,212Expenses 2018: $16,571Net Income 2018: $6412018Revenue 2019: $13,569Expenses 2019: $13,552Net Income 2019: $172019Revenue 2020: $23,378Expenses 2020: $23,017Net Income 2020: $3612020Revenue 2021: $25,555Expenses 2021: $16,909Net Income 2021: $8,6462021Revenue 2022: $24,259Expenses 2022: $27,871Net Income 2022: -$3,6122022Revenue 2023: $5,102Expenses 2023: $10,734Net Income 2023: -$5,6322023Revenue 2024: $4,652Expenses 2024: $3,762Net Income 2024: $8902024

Highlighted filing

2023

Revenue$5,102
Expenses$10,734
Net Income-$5,632
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 16, 2024
Return Version
2023v4.0
Gross Receipts
$5,102
Mission and Program Overview

Mission

Support kids around the world suffering from hiv

Program Services

DescriptionGrantsExpenses
Support kids around the world sufferring from HIV-$10,702
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLA L WALDRUPFounder President And CEOPT$0--
ANTHONY WAGNERVice President-$0--
DANELLE WAGNERSecretary-$0--
ELIAS QUNTANALBoard Member-$0--
ALLEFFALDI KUMARBoard Member-$0--
ERIC WALDRUPBoard MemberPT$0--
KENNETH WALDRUPBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Phillip J Waldrup Foundation
EIN
20-8438877
Phone
7134337619
Address
10101 FONDREN RD SUITE 222, HOUSTON, TX 77096-0000

Signing Officer

Name
Ella L Waldrup
Title
President
Phone
7134337619
Signed
2024-03-16
Discuss with paid preparer
No

Preparer

Firm
Carradine and Associates LLC
Address
3734 CRESCENT DR, PEARLAND, TX 77584-9455
Preparer
Henry J Carradine
Phone
8326513006
Supplemental Narrative

Additional Explanations

Part I, line 16

“Description: ACCOUNTING SERVICES Amount: 750”

Part I, line 16

“Description: ADMINISTRATION FEE Amount: 950”

Part I, line 16

“Description: ADVERTISEMENT (WEBSITE) Amount: 135”

Part I, line 16

“Description: BANK FEES Amount: 185”

Part I, line 16

“Description: BUSINESS MEALS Amount: 242”

Part I, line 16

“Description: COMPUTER SOFTWARE Amount: 91”

Part I, line 16

“Description: DONATIONS Amount: 875”

Part I, line 16

“Description: INSURANCE Amount: 1248”

Part I, line 16

“Description: OTHER SUPPLIES Amount: 290”

Part I, line 16

“Description: SBA LOAN PAYMENT Amount: 920”

Part I, line 16

“Description: TELECOMMUNICATIONS Amount: 1319”

Part I, line 16

“Description: TRAVEL FUEL Amount: 43”

Raw XML Appendix160 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ELLA L WALDRUP
IRS990EZ/BooksInCareOfDetail/PhoneNum08325827338
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010101FONDREN RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0770965675
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05904
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IRS990EZ/ContributionsGiftsGrantsEtcAmt05102
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5632
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt018
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt05904
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0274
IRS990EZ/GrossReceiptsAmt05102
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05904
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0272
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05904
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0274
IRS990EZ/OccupancyRentUtltsAndMaintAmt03637
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELLA L WALDRUP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANTHONY WAGNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANELLE WAGNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIAS QUNTANAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALLEFFALDI KUMAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ERIC WALDRUP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KENNETH WALDRUP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FOUNDER PRESIDENT AND CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07048
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT KIDS AROUND THE WORLD SUFFERING FROM HIV
IRS990EZ/PrintingPublicationsPostageAmt031
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support kids around the world sufferring from HIV
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010702
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010734
IRS990EZ/TotalProgramServiceExpensesAmt010702
IRS990EZ/TotalRevenueAmt05102
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05902
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05859
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011761
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt011761
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05902
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05859
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011761
IRS990ScheduleA/TotalSupportAmt011761
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: ACCOUNTING SERVICES Amount: 750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: ADMINISTRATION FEE Amount: 950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: ADVERTISEMENT (WEBSITE) Amount: 135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: BANK FEES Amount: 185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: BUSINESS MEALS Amount: 242
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: COMPUTER SOFTWARE Amount: 91
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: DONATIONS Amount: 875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description: INSURANCE Amount: 1248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description: OTHER SUPPLIES Amount: 290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description: SBA LOAN PAYMENT Amount: 920
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description: TELECOMMUNICATIONS Amount: 1319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description: TRAVEL FUEL Amount: 43
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Part I, line 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLA L WALDRUP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07134337619
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHILLIP J WALDRUP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0208438877
ReturnHeader/Filer/PhoneNum07134337619
ReturnHeader/Filer/USAddress/AddressLine1Txt010101 FONDREN RD SUITE 222
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770960000
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261533937
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARRADINE AND ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03734 CRESCENT DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEARLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0775849455
ReturnHeader/PreparerPersonGrp/PhoneNum08326513006
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HENRY J CARRADINE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-03-16T20:22:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELLA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALDRUP
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$274
Liabilities
-
Net assets
$274
Revenue
$5,102
Expenses
$10,734
Net income
-$5,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.14$1.16$4.65$3.76$0.89
2023Detailed filing. Detailed filing data is available for this year.$0.27$0.27$5.10$10.7$5.63
2022Detailed filing. Detailed filing data is available for this year.$5.86$6.05$24.3$27.9$3.61
2021Detailed filing. Detailed filing data is available for this year.$9.66$10.1$25.6$16.9$8.65
2020Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$23.4$23.0$0.36
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$13.6$13.6$0.02
2018Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$17.2$16.6$0.64
2017Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$17.2$17.3$0.18
2016Summary only. Only limited summary data is available for this year.$0.63$0.00$16.2$21.2$5.07
2015Summary only. Only limited summary data is available for this year.$5.70$0.00$5.70$21.9$22.6$0.75
2014Summary only. Only limited summary data is available for this year.$6.45$0.00$6.45$35.1$29.7$5.40
2013Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$19.7$27.4$7.73
2012Summary only. Only limited summary data is available for this year.$8.78$0.00$8.78$34.3$28.3$6.00
2011Summary only. Only limited summary data is available for this year.$2.78$0.00$2.78$14.0$11.6$2.45