Civic Intelligence

Claire & Charles Phillips Fdn Inc Co Us

990PF • Fiscal year 2013 • EIN 31-1634128

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 21, 2014

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

(513) 632-4391

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.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

10th percentile

-51%

Higher net margin than 10% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

33rd percentile

-2.2%

Faster asset growth than 33% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$944,321

Down $21,017 (-2.2%) from 2012

Net Assets

Down

$944,321

Down $21,017 (-2.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin10th percentile

Revenue

$41,547

No earlier filing loaded for comparison.

Expenses

Down

$62,811

Down $3,171 (-4.8%) from 2012

Net Income

-$21,264

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

2013

Assets$944,321
Liabilities$0
Net Assets$944,321
Open 2013 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

2013

Revenue$41,547
Expenses$62,811
Net Income-$21,264
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 21, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLAIRE B PHILLIPSPresident Trustee-$0--
PEGGY GREENBERGSecretary Trustee-$0--
PAMELA ROSSMANNTreasurer Trustee-$0--
Filing and Contact Details

Filer

EIN
31-1634128

Signing Officer

Name
Pamela Rossmann
Title
Trustee
Signed
2014-04-21

Preparer

Preparer
Scott Mair Vice President
Phone
5136324393
Raw XML Appendix360 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0. COUNTRYWIDE FINANCIAL CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1300. ISHARES RUSSELL 1000 GROWTH ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2400. ISHARES CORE TOTAL US BOND MARKETETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3. MOTOROLA INC
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10PO BOX 1118 CN-OH-W10X
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0CINCINNATI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0452011118
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum05136324391
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt051250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10CINCINNATI SCHOLARSHIP FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10602 MAIN STREET SUITE 1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode0452022542
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt051250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt03504
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt048760
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt057772
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052264
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt054268
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt048760
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OHIO ATTORNEY GENERAL - FILING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0247
OtherIncreasesSchedule/OtherIncreasesDetail/Description0MUTUAL FUND INCOME NOT ON YEAR-END STATEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08140
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0US BANK - AGENCY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0814
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07326
TaxesSchedule/TaxesDetail/Amt0412
TaxesSchedule/TaxesDetail/Amt1533
TaxesSchedule/TaxesDetail/Amt2776
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt12012 FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt22013 FEDERAL EXCISE TAX ESTIMA
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0412
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA ROSSMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10CLAIRE & CHARLES PHILLIPS FDN INC CO US
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0311634128
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 1118 ML CN-OH-W10X
ReturnHeader/Filer/USAddress/City0CINCINNATI
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0452011118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10US BANK NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1118 ML CN-OH-W10X
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0452011118
ReturnHeader/PreparerPersonGrp/PhoneNum05136324393
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT MAIR VICE PRESIDENT
ReturnHeader/ReturnTs02014-05-14T06:46:40-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$944,321
Liabilities
$0
Net assets
$944,321
Revenue
$41,547
Expenses
$62,811
Net income
-$21,264
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