Civic Intelligence

The Thomas Phillips and Jane Moore Johnson Foundation

990PF • Fiscal year 2019 • EIN 25-6357015

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 15, 2020

Organization Profile

View Organization Page

220 E Colorado AveTelluride, CO 81435

(212) 343-1002

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

10th percentile

0.00x

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

8th percentile

-41%

Higher net margin than 8% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$205,315

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

25th percentile

-0.4%

Faster asset growth than 25% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2017 to 2019

Revenue Growth

53rd percentile

4.4%

Faster revenue growth than 53% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$60,123,499

Down $461,689 (-0.8%) from 2017

Net Assets

Down

$60,123,499

Down $461,689 (-0.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin8th percentile

Revenue

Up

$3,603,513

Up $299,511 (+9.1%) from 2017

Expenses

Up

$5,087,339

Up $285,492 (+5.9%) from 2017

Net Income

Up

-$1,483,826

Up $14,019 (+0.9%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$80M$60M$40M$20M$0Assets 2015: $64,724,203Liabilities 2015: $79,796Net Assets 2015: $64,644,4072015Assets 2016: $62,540,351Liabilities 2016: $489,766Net Assets 2016: $62,050,5852016Assets 2017: $60,585,188Liabilities 2017: $0Net Assets 2017: $60,585,1882017Assets 2019: $60,123,499Liabilities 2019: $0Net Assets 2019: $60,123,4992019Assets 2020: $58,115,669Liabilities 2020: $0Net Assets 2020: $58,115,6692020Assets 2021: $63,579,790Liabilities 2021: $0Net Assets 2021: $63,579,7902021Assets 2022: $65,601,635Liabilities 2022: $0Net Assets 2022: $61,295,5232022Assets 2023: $58,905,035Liabilities 2023: $0Net Assets 2023: $58,905,0352023Assets 2024: $55,280,312Liabilities 2024: $0Net Assets 2024: $55,280,3122024

Highlighted filing

2019

Assets$60,123,499
Liabilities$0
Net Assets$60,123,499
Open 2019 Filing

Operations Trend

Revenue Growth53rd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2015: $1,905,742Expenses 2015: $4,702,351Net Income 2015: -$2,796,6092015Revenue 2016: $1,796,464Expenses 2016: $4,390,286Net Income 2016: -$2,593,8222016Revenue 2017: $3,304,002Expenses 2017: $4,801,847Net Income 2017: -$1,497,8452017Revenue 2019: $3,603,513Expenses 2019: $5,087,339Net Income 2019: -$1,483,8262019Revenue 2020: $2,616,702Expenses 2020: $4,632,603Net Income 2020: -$2,015,9012020Revenue 2021: $10,755,324Expenses 2021: $5,268,508Net Income 2021: $5,486,8162021Revenue 2022: $3,850,963Expenses 2022: $6,111,945Net Income 2022: -$2,260,9822022Revenue 2023: $3,434,893Expenses 2023: $5,790,180Net Income 2023: -$2,355,2872023Revenue 2024: $1,934,423Expenses 2024: $5,578,993Net Income 2024: -$3,644,5702024

Highlighted filing

2019

Revenue$3,603,513
Expenses$5,087,339
Net Income-$1,483,826
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK BAIOCCHIExecutive Director-$201,800$3,515$205,315
JAMES M JOHNSONChairman - As Needed-$0--
JESSE D JOHNSONTreasurer - As Needed-$0--
ASA J JOHNSONSecretary - As Needed-$0--
thomas p johnson jrPresident - As Needed-$0--
paul l hokemeyerTrustee - As Needed-$0--
ina j smithTrustee - As Needed-$0--
Filing and Contact Details

Filer

Filer Name
The Thomas Phillips and Jane
EIN
25-6357015
In Care Of
% DYLAN HOOS
Phone
2123431002
Address
220 E COLORADO AVE, TELLURIDE, CO 81435

Signing Officer

Name
James Johnson
Title
Trustee
Phone
2123431002
Signed
2020-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Shade Tree Advisors LLC
Address
268 BROADWAY SUITE 101B, SARATOGA SPRINGS, NY 12866
Preparer
Colleen Chase
Phone
5182909460
Raw XML AppendixShowing 400 of 1,636 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/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt034321809
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt050227777
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1SUMMIT ROCK ADVISORS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt33515
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES M JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JESSE D JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ASA J JOHNSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3FRANK BAIOCCHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4thomas p johnson jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5paul l hokemeyer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6ina j smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN - as needed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER - as needed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY - as needed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4president - as needed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5trustee - as needed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6trustee - as needed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0220 E COLORADO AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1220 E COLORADO AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2220 E COLORADO AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3220 E COLORADO AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4220 E COLORADO AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5220 E COLORADO AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6220 E COLORADO AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TELLURIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TELLURIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TELLURIDE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4TELLURIDE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6TELLURIDE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd081435
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd181435
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd281435
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd381435
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd481435
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd581435
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd681435
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04251564
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04280199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt04230978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04197593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04060731
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04127060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03894828
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050561
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046569
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt028635
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt086093671
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt083853274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt085381646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt080313683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt082269818
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt083635637
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04301127
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.246915
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04272492
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04301127
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt028635
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04301127
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt0N/A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NOT APPLICABLE
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,123,499
Liabilities
$0
Net assets
$60,123,499
Revenue
$3,603,513
Expenses
$5,087,339
Net income
-$1,483,826
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$55.3$0.00$55.3$1.93$5.58$3.64
2023Detailed filing. Detailed filing data is available for this year.$58.9$0.00$58.9$3.43$5.79$2.36
2022Detailed filing. Detailed filing data is available for this year.$65.6$0.00$61.3$3.85$6.11$2.26
2021Detailed filing. Detailed filing data is available for this year.$63.6$0.00$63.6$10.8$5.27$5.49
2020Detailed filing. Detailed filing data is available for this year.$58.1$0.00$58.1$2.62$4.63$2.02
2019Detailed filing. Detailed filing data is available for this year.$60.1$0.00$60.1$3.60$5.09$1.48
2017Detailed filing. Detailed filing data is available for this year.$60.6$0.00$60.6$3.30$4.80$1.50
2016Detailed filing. Detailed filing data is available for this year.$62.5$0.49$62.1$1.80$4.39$2.59
2015Detailed filing. Detailed filing data is available for this year.$64.7$0.08$64.6$1.91$4.70$2.80