Civic Intelligence

Claire & Charles Phillips Fdn Inc Co Us

990PF • Fiscal year 2011 • EIN 31-1634128

Jan 01, 2011 to Dec 31, 2011 • Filed on Jul 12, 2012

Organization Profile
P O Box 1118 Ml Cn-oh-w10x45201-1118
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

$983,952

No earlier filing loaded for comparison.

Net Assets

$983,952

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$65,484

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2011: $983,952Liabilities 2011: $0Net Assets 2011: $983,9522011Assets 2012: $965,338Liabilities 2012: $0Net Assets 2012: $965,3382012Assets 2013: $944,321Liabilities 2013: $0Net Assets 2013: $944,3212013Assets 2014: $910,755Liabilities 2014: $0Net Assets 2014: $910,7552014Assets 2019: $804,603Liabilities 2019: $0Net Assets 2019: $804,6032019Assets 2020: $764,137Liabilities 2020: $0Net Assets 2020: $764,1372020Assets 2021: $748,164Liabilities 2021: $0Net Assets 2021: $748,1642021Assets 2022: $778,147Liabilities 2022: $0Net Assets 2022: $778,1472022Assets 2023: $934,012Liabilities 2023: $0Net Assets 2023: $934,0122023Assets 2024: $974,655Liabilities 2024: $0Net Assets 2024: $974,6552024

Highlighted filing

2011

Assets$983,952
Liabilities$0
Net Assets$983,952
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2011: $65,4842011Expenses 2012: $65,9822012Revenue 2013: $41,547Expenses 2013: $62,811Net Income 2013: -$21,2642013Revenue 2014: $32,382Expenses 2014: $65,932Net Income 2014: -$33,5502014Revenue 2019: $41,081Expenses 2019: $70,572Net Income 2019: -$29,4912019Revenue 2020: $28,307Expenses 2020: $68,766Net Income 2020: -$40,4592020Revenue 2021: $60,500Expenses 2021: $76,393Net Income 2021: -$15,8932021Revenue 2022: $121,735Expenses 2022: $91,749Net Income 2022: $29,9862022Revenue 2023: $237,911Expenses 2023: $85,951Net Income 2023: $151,9602023Revenue 2024: $118,085Expenses 2024: $77,428Net Income 2024: $40,6572024

Highlighted filing

2011

Revenue-
Expenses$65,484
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jul 12, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLAIRE B PHILLIPSPresident Trustee-$0--
PEGGY GREENBERGSecretary Trustee-$0--
PAMELA ROSSMANNTreasurer Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCINCINNATI SCHOLARSHIP FOUNDATIONPROVIDE SCHOLARSHIPSEDUCATIONALCINCINNATI, OH, US$55,070
Filing and Contact Details

Filer

EIN
31-1634128
Raw XML Appendix345 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/PersonName0CLAIRE B PHILLIPS
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IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions056149
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY051878
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear053124
OtherExpensesSchedule/OtherExpenses/Description0OHIO ATTORNEY GENERAL - FILING
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0200
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0200
OtherIncreasesSchedule/OtherIncreases/Amount0559
OtherIncreasesSchedule/OtherIncreases/Description0MUTUAL FUND RECEIPTS NOT ON YEAR-END STATEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount08795
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0US BANK - AGENCY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps0879
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome07915
TaxesSchedule/Taxes/Amount0446
TaxesSchedule/Taxes/Amount13
TaxesSchedule/Taxes/Amount2220
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/Category12010 FEDERAL EXCISE TAX
TaxesSchedule/Taxes/Category22011 FEDERAL EXCISE TAX ESTIMA
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome0446
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome20
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0311634128
ReturnHeader/Filer/Name/BusinessNameLine10CLAIRE & CHARLES PHILLIPS FDN INC CO US
ReturnHeader/Filer/NameControl0PHIL
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 1118 ML CN-OH-W10X
ReturnHeader/Filer/USAddress/City0CINCINNATI
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0452011118
ReturnHeader/Officer/DateSigned02012-07-12
ReturnHeader/Officer/Name0PAMELA ROSSMANN
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-07-12
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10US BANK NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 1118 ML CN-OH-W10X
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CINCINNATI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0452011118
ReturnHeader/Preparer/Name0SCOTT MAIR VICE PRESIDENT
ReturnHeader/Preparer/Phone05136324393
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-07-12T09:09:45-06:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$983,952
Liabilities
$0
Net assets
$983,952
Revenue
-
Expenses
$65,484
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.75$0.00$9.75$1.18$0.77$0.41
2023Detailed filing. Detailed filing data is available for this year.$9.34$0.00$9.34$2.38$0.86$1.52
2022Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$1.22$0.92$0.30
2021Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$0.61$0.76$0.16
2020Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.28$0.69$0.40
2019Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.41$0.71$0.29
2014Detailed filing. Detailed filing data is available for this year.$9.11$0.00$9.11$0.32$0.66$0.34
2013Detailed filing. Detailed filing data is available for this year.$9.44$0.00$9.44$0.42$0.63$0.21
2012Detailed filing. Detailed filing data is available for this year.$9.65$0.00$9.65$0.66
2011Detailed filing. Detailed filing data is available for this year.$9.84$0.00$9.84$0.65