Civic Intelligence

The Stephen Phillips Memorial Scholarship Fund Inc

990PF • Fiscal year 2012 • EIN 27-5040651

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 31, 2013

C/O Lwc 230 Congress Street02110
Siviq Scores

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

Liabilities / Assets

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

2012 filings • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

58th percentile

$15,228

Higher top officer pay than 58% of similar nonprofits.

2012 filings • $25M-$50M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$38,191,134

No earlier filing loaded for comparison.

Net Assets

$37,848,578

No earlier filing loaded for comparison.

Liabilities

$342,556

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$79,422

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2012: $38,191,134Liabilities 2012: $342,556Net Assets 2012: $37,848,5782012Assets 2014: $43,561,972Liabilities 2014: $266,199Net Assets 2014: $43,295,7732014Assets 2015: $41,980,527Liabilities 2015: $229,088Net Assets 2015: $41,751,4392015Assets 2016: $42,629,310Liabilities 2016: $187,050Net Assets 2016: $42,442,2602016Assets 2017: $42,504,013Liabilities 2017: $143,246Net Assets 2017: $42,360,7672017Assets 2018: $44,363,962Liabilities 2018: $97,634Net Assets 2018: $44,266,3282018Assets 2019: $45,073,754Liabilities 2019: $69,753Net Assets 2019: $45,004,0012019Assets 2020: $44,660,669Liabilities 2020: $19,616Net Assets 2020: $44,641,0532020Assets 2021: $45,790,109Liabilities 2021: $19,616Net Assets 2021: $45,770,4932021Assets 2022: $43,097,955Liabilities 2022: $19,616Net Assets 2022: $43,078,3392022Assets 2023: $42,633,718Liabilities 2023: $16,183Net Assets 2023: $42,617,5352023Assets 2024: $41,616,438Liabilities 2024: $15,365Net Assets 2024: $41,601,0732024

Highlighted filing

2012

Assets$38,191,134
Liabilities$342,556
Net Assets$37,848,578

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2012: $79,4222012Revenue 2014: $3,679,546Expenses 2014: $4,260,272Net Income 2014: -$580,7262014Revenue 2015: $2,546,034Expenses 2015: $4,134,868Net Income 2015: -$1,588,8342015Revenue 2016: $5,010,802Expenses 2016: $4,400,106Net Income 2016: $610,6962016Revenue 2017: $4,270,989Expenses 2017: $4,409,982Net Income 2017: -$138,9932017Revenue 2018: $7,112,274Expenses 2018: $4,701,336Net Income 2018: $2,410,9382018Revenue 2019: $5,517,320Expenses 2019: $4,850,839Net Income 2019: $666,4812019Revenue 2020: $3,931,098Expenses 2020: $4,720,458Net Income 2020: -$789,3602020Revenue 2021: $8,308,700Expenses 2021: $7,272,211Net Income 2021: $1,036,4892021Revenue 2022: $2,798,772Expenses 2022: $5,859,255Net Income 2022: -$3,060,4832022Revenue 2023: $5,764,072Expenses 2023: $6,259,207Net Income 2023: -$495,1352023Revenue 2024: $4,513,711Expenses 2024: $6,854,952Net Income 2024: -$2,341,2412024

Highlighted filing

2012

Revenue-
Expenses$79,422
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 31, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARTHUR H EMERYPresident(1/12-8/12)/DirectorFT$0$15,228$15,228
BARBARA W ILERExecutive Director (4/12-Current)FT$5,770-$5,770
LAWRENCE COOLIDGETreasurer/Director-$0--
JOHN H FINLEY IVClerk/Director-$0--
RICHARD GROSSDirector-$0--
ROBERT M RANDOLPHPresident(10/12-Current)/Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantROSEMARIE WHEELERSCHOLARSHIPN/ABURLINGTON, VT, US$3,000
Paid GrantASHLEY JONESSCHOLARSHIPN/AJOHNSON, VT, US$1,500
Filing and Contact Details

Filer

EIN
27-5040651
Raw XML Appendix399 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ARTHUR H EMERY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1LAWRENCE COOLIDGE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JOHN H FINLEY IV
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3RICHARD GROSS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4ROBERT M RANDOLPH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5BARBARA W ILER
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals01
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0SEE THE "PROSPECTIVE APPLICANTS" & "APPLICATIONS AND FORMS" SECTIONS OF THE SCHOLARSHIP FUND'S WEBSITE FOR APPLICATIONS. THE TRUST'S WEBSITE IS LISTED ON PAGE 5, PART VII-A, LINE 13.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientEmailAddress0[email protected]
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0THE STEPHEN PHILLIPS MEMORIAL SCHOL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09787442111
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 870
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0SALEM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode001970
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0CHECKS ARE WRITTEN DIRECTLY TO THE COLLEGES AND UNIVERSITIES THE RECIPIENTS ARE ATTENDING. SCHOLARSHIPS ARE GIVEN ONLY TO STUDENTS WHOSE PERMANENT RESIDENCE IS IN A NEW ENGLAND STATE HOWEVER THE STUDENT MAY ATTEND ANY COLLEGE OR UNIVERSITY IN THE UNITED STATES.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0MAY 1ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ASHLEY JONES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ROSEMARIE WHEELER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10JOHNSON STATE COLLEGE COLLEGE HILL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11UNIVERSITY OF VERMONT 85 S PROSPECT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine21STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0JOHNSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BURLINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0VT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1VT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode005656
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode105401
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear04500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear064825
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0114884
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions064825
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY050059
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
LandEtcSchedule2/LandEtc/AccumulatedDepreciation030175
LandEtcSchedule2/LandEtc/AccumulatedDepreciation1126058
LandEtcSchedule2/LandEtc/AccumulatedDepreciation22269
LandEtcSchedule2/LandEtc/BookValue09992
LandEtcSchedule2/LandEtc/BookValue1563942
LandEtcSchedule2/LandEtc/BookValue29811
LandEtcSchedule2/LandEtc/CategoryOrItem0OFFICE FURNITURE & EQUIPMENT
LandEtcSchedule2/LandEtc/CategoryOrItem1OFFICE BUILDING
LandEtcSchedule2/LandEtc/CategoryOrItem2BUILDING IMPROVEMENTS
LandEtcSchedule2/LandEtc/CostOrOtherBasis040167
LandEtcSchedule2/LandEtc/CostOrOtherBasis1690000
LandEtcSchedule2/LandEtc/CostOrOtherBasis212080
LandEtcSchedule2/LandEtc/EOYFMV09992
LandEtcSchedule2/LandEtc/EOYFMV1563942
LandEtcSchedule2/LandEtc/EOYFMV29811
LegalFeesSchedule/LegalFees/Amount016208
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps08104
LegalFeesSchedule/LegalFees/NetInvestmentIncome08104
MortgagesAndNotesPayableSch/TotalMortgageAmount0342556
OtherExpensesSchedule/OtherExpenses/Description0INSURANCE
OtherExpensesSchedule/OtherExpenses/Description1MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0490
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1124
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0490
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1124
OtherIncreasesSchedule/OtherIncreases/Amount05000
OtherIncreasesSchedule/OtherIncreases/Amount137860499
OtherIncreasesSchedule/OtherIncreases/Description0RETURN OF UNEXPENDED SCHOLARSHIPS
OtherIncreasesSchedule/OtherIncreases/Description1DISTRIBUTION RECEIVED FROM DISSOLVED TRUST
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount05372
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0CONSULTANTS
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps02686
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome02686
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0275040651
ReturnHeader/Filer/Name/BusinessNameLine10STEPHEN PHILLIPS MEMORIAL CHARITABLE
ReturnHeader/Filer/Name/BusinessNameLine20FOUNDATION INC
ReturnHeader/Filer/NameControl0STEP
ReturnHeader/Filer/Phone06175236531
ReturnHeader/Filer/USAddress/AddressLine10C/O LWC 230 CONGRESS STREET
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002110
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-10-31
ReturnHeader/Officer/Name0LAWRENCE COOLIDGE
ReturnHeader/Officer/Phone06175236531
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-10-31
ReturnHeader/PreparerFirm/EIN0042442519
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10EDELSTEIN AND COMPANY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10160 FEDERAL STREET 9TH FLOOR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BOSTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0021101772
ReturnHeader/Preparer/Name0ALFONSO PERILLO
ReturnHeader/Preparer/Phone06172276161
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-11T12:11:29-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.6$0.02$41.6$4.51$6.85$2.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.6$0.02$42.6$5.76$6.26$0.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.1$0.02$43.1$2.80$5.86$3.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.8$0.02$45.8$8.31$7.27$1.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.7$0.02$44.6$3.93$4.72$0.79
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.1$0.07$45.0$5.52$4.85$0.67
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.4$0.10$44.3$7.11$4.70$2.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.5$0.14$42.4$4.27$4.41$0.14
2016Detailed filing. Detailed filing data is available for this year.$42.6$0.19$42.4$5.01$4.40$0.61
2015Detailed filing. Detailed filing data is available for this year.$42.0$0.23$41.8$2.55$4.13$1.59
2014Detailed filing. Detailed filing data is available for this year.$43.6$0.27$43.3$3.68$4.26$0.58
2012Detailed filing. Detailed filing data is available for this year.$38.2$0.34$37.8$0.08