Civic Intelligence

Thomas E & Marcia W Philips Family Foundation

990PF • Fiscal year 2018 • EIN 23-6982149

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

Organization Profile
11981 Colliers ReserveNaples, FL 34110

(239) 593-5321

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

77th percentile

22%

Faster asset growth than 77% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-64%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$129,752

Up $23,581 (+22%) from 2017

Net Assets

Up

$129,752

Up $23,581 (+22%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin95th percentile

Revenue

Down

$32,731

Down $58,766 (-64%) from 2017

Expenses

Down

$9,150

Down $36,422 (-80%) from 2017

Net Income

Down

$23,581

Down $22,344 (-49%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$800K$600K$400K$200K$0Assets 2010: $53,701Liabilities 2010: $0Net Assets 2010: $53,7012010Assets 2011: $49,821Liabilities 2011: $0Net Assets 2011: $49,8212011Assets 2012: $52,151Liabilities 2012: $0Net Assets 2012: $52,1512012Assets 2013: $55,609Liabilities 2013: $0Net Assets 2013: $55,6092013Assets 2014: $51,820Liabilities 2014: $0Net Assets 2014: $51,8202014Assets 2015: $48,114Liabilities 2015: $0Net Assets 2015: $48,1142015Assets 2016: $60,246Liabilities 2016: $0Net Assets 2016: $60,2462016Assets 2017: $106,171Liabilities 2017: $0Net Assets 2017: $106,1712017Assets 2018: $129,752Liabilities 2018: $0Net Assets 2018: $129,7522018Assets 2019: $126,032Liabilities 2019: $0Net Assets 2019: $126,0322019Assets 2020: $133,372Liabilities 2020: $0Net Assets 2020: $133,3722020Assets 2021: $259,826Liabilities 2021: $0Net Assets 2021: $259,8262021Assets 2022: $322,129Liabilities 2022: $0Net Assets 2022: $322,1292022Assets 2023: $795,373Liabilities 2023: $0Net Assets 2023: $795,3732023Assets 2024: $747,130Liabilities 2024: $0Net Assets 2024: $747,1302024

Highlighted filing

2018

Assets$129,752
Liabilities$0
Net Assets$129,752
Open 2018 Filing

Operations Trend

Revenue Growth7th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $10,3012010Expenses 2011: $9,7722011Expenses 2012: $4,5222012Revenue 2013: $8,391Expenses 2013: $4,933Net Income 2013: $3,4582013Revenue 2014: $9,225Expenses 2014: $13,014Net Income 2014: -$3,7892014Revenue 2015: $8,647Expenses 2015: $12,353Net Income 2015: -$3,7062015Revenue 2016: $17,754Expenses 2016: $5,622Net Income 2016: $12,1322016Revenue 2017: $91,497Expenses 2017: $45,572Net Income 2017: $45,9252017Revenue 2018: $32,731Expenses 2018: $9,150Net Income 2018: $23,5812018Revenue 2019: $9,764Expenses 2019: $13,484Net Income 2019: -$3,7202019Revenue 2020: $9,740Expenses 2020: $2,400Net Income 2020: $7,3402020Revenue 2021: $133,986Expenses 2021: $7,532Net Income 2021: $126,4542021Revenue 2022: $11,739Expenses 2022: $14,103Net Income 2022: -$2,3642022Revenue 2023: $507,986Expenses 2023: $34,742Net Income 2023: $473,2442023Revenue 2024: -$15,451Expenses 2024: $32,792Net Income 2024: -$48,2432024

Highlighted filing

2018

Revenue$32,731
Expenses$9,150
Net Income$23,581
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS E PHILIPSTrustee-$0--
MARCIA W PHILIPSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Philips Family Foundation
EIN
23-6982149
Phone
2395935321
Address
11981 COLLIERS RESERVE, NAPLES, FL 34110

Signing Officer

Name
Thomas E Philips
Title
Trustee
Phone
2395935321
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Steven E Weil & Co Pc
Address
24 GREENWAY PLZ STE 970, HOUSTON, TX 77046-2454
Preparer
Steven Weil
Phone
7136227502
Raw XML Appendix316 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6NORTHWESTERN UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4OPERATING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2DONOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5DONOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6DONOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1262 DANNY THOMAS PL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24760 TAMIAMI TRAIL NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35867 WHITAKER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4301 MARKET ST STE 5
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51250 TWENTY FOURTH ST NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6633 CLARK ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0STE 7
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1PO BOX 97180
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd520090
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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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020101
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt029251
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09150
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020101
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09150
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09150
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029251
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020101
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS E PHILIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02395935321
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILIPS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0236982149
ReturnHeader/Filer/PhoneNum02395935321
ReturnHeader/Filer/USAddress/AddressLine1Txt011981 COLLIERS RESERVE
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08FA4FB9B3AB16B96FE6357C51E00C447200105D9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08FA4FB9B3AB16B96FE6357C51E00C447200105D9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.142.196.2
ReturnHeader/FilingSecurityInformation/IPDt02019-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:11:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760250555
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVEN E WEIL & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024 GREENWAY PLZ STE 970
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770462454
ReturnHeader/PreparerPersonGrp/PhoneNum07136227502
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN WEIL
ReturnHeader/ReturnTs02019-05-09T09:11:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$129,752
Liabilities
$0
Net assets
$129,752
Revenue
$32,731
Expenses
$9,150
Net income
$23,581
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.15$0.33$0.48
2023Detailed filing. Detailed filing data is available for this year.$7.95$0.00$7.95$5.08$0.35$4.73
2022Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.12$0.14$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$1.34$0.08$1.26
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.10$0.02$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.10$0.13$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.33$0.09$0.24
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.91$0.46$0.46
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.18$0.06$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.09$0.12$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.09$0.13$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.08$0.05$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.10
2010Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.10