Civic Intelligence

Pierce Phillips Charity

990EZ • Fiscal year 2023 • EIN 45-6267673

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileWWW.PIERCEPHILLIPSCHARITY.ORG
9521 B Riverside Pkwy 153Tulsa, OK 74137

(918) 851-2545

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

2nd percentile

-933%

Higher net margin than 2% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

15th percentile

-36%

Faster asset growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-75%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$67,099

Down $37,809 (-36%) from 2022

Net Assets

Down

$67,099

Down $37,809 (-36%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

Down

$4,052

Down $12,420 (-75%) from 2022

Expenses

Up

$41,861

Up $8,577 (+26%) from 2022

Net Income

Down

-$37,809

Down $20,997 (-125%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$300K$200K$100K$0Assets 2011: $24,797Liabilities 2011: $0Net Assets 2011: $24,7972011Assets 2012: $21,624Liabilities 2012: $0Net Assets 2012: $21,6242012Assets 2013: $174,940Liabilities 2013: $0Net Assets 2013: $174,9402013Assets 2014: $48,758Liabilities 2014: $0Net Assets 2014: $48,7582014Assets 2015: $234,032Liabilities 2015: $0Net Assets 2015: $234,0322015Assets 2016: $84,804Liabilities 2016: $0Net Assets 2016: $84,8042016Assets 2017: $119,988Liabilities 2017: $0Net Assets 2017: $119,9882017Assets 2018: $124,082Liabilities 2018: $0Net Assets 2018: $124,0822018Assets 2019: $137,185Liabilities 2019: $0Net Assets 2019: $137,1852019Assets 2020: $153,309Liabilities 2020: $0Net Assets 2020: $153,3092020Assets 2021: $121,720Net Assets 2021: $121,7202021Assets 2022: $104,908Net Assets 2022: $104,9082022Assets 2023: $67,099Net Assets 2023: $67,0992023Assets 2024: $63,750Net Assets 2024: $63,7502024

Highlighted filing

2023

Assets$67,099
Liabilities-
Net Assets$67,099
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

$400K$200K$0-$200KRevenue 2011: $149,492Expenses 2011: $124,695Net Income 2011: $24,7972011Revenue 2012: $160,065Expenses 2012: $163,138Net Income 2012: -$3,0732012Revenue 2013: $173,893Expenses 2013: $20,577Net Income 2013: $153,3162013Revenue 2014: $195,856Expenses 2014: $322,038Net Income 2014: -$126,1822014Revenue 2015: $227,228Expenses 2015: $41,954Net Income 2015: $185,2742015Revenue 2016: $53,289Expenses 2016: $202,517Net Income 2016: -$149,2282016Revenue 2017: $77,798Expenses 2017: $42,614Net Income 2017: $35,1842017Revenue 2018: $48,573Expenses 2018: $44,479Net Income 2018: $4,0942018Revenue 2019: $45,720Expenses 2019: $32,617Net Income 2019: $13,1032019Revenue 2020: $61,711Expenses 2020: $45,587Net Income 2020: $16,1242020Revenue 2021: $8,345Expenses 2021: $39,934Net Income 2021: -$31,5892021Revenue 2022: $16,472Expenses 2022: $33,284Net Income 2022: -$16,8122022Revenue 2023: $4,052Expenses 2023: $41,861Net Income 2023: -$37,8092023Revenue 2024: $33,221Expenses 2024: $36,570Net Income 2024: -$3,3492024

Highlighted filing

2023

Revenue$4,052
Expenses$41,861
Net Income-$37,809
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$4,052
Mission and Program Overview

Mission

To fund research that will lead to a cure for pediatric cancer and to provide financial support to the families of children who are battling this disease.

Program Services

DescriptionGrantsExpenses
PROVIDED FINANCIAL SUPPORT FOR MEDICAL EXPENSES AND/OR TRAVEL AND LODGING EXPENSES INCURRED IN OBTAINING MEDICAL TREATMENT TO THE FAMILIES OF CHILDREN WHO HAVE BEEN DIAGNOSED WITH CANCER.-$38,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRANDI PHILLIPSExecutive DirectorPT$0--
SCOTT PHILLIPSTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Pierce Phillips Charity
EIN
45-6267673
Phone
9188512545
Address
9521 B RIVERSIDE PKWY 153, TULSA, OK 74137

Signing Officer

Name
Brandi Phillips
Title
Executive Director
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Lohrey & Associates PLLC
Address
1924 S Utica 900, Tulsa, OK 74104
Preparer
Lisa Neely Martinez
Phone
9187438900
Supplemental Narrative

Additional Explanations

Other Revenue.1

“OTHER INCOME $51”

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: 38 VARIOUS FAMILIES (1,000 EACH) | Cash Amount Given: $38000”

Other Expenses.1002

“Office Expenses $110”

Other Expenses.1

“STORAGE $1200”

Other Expenses.2

“DUES $795”

Other Expenses.3

“WEBSITE $606”

Other Expenses.4

“PO BOX $240”

Other Expenses.5

“BANK FEES $10”

Raw XML Appendix146 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRANDI PHILLIPS
IRS990EZ/BooksInCareOfDetail/PhoneNum09188512545
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09521 B RIVERSIDE PKWY 153
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TULSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074137
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0104908
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067099
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03993
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-37809
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0900
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0104908
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067099
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt038000
IRS990EZ/GrossReceiptsAmt04052
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0104908
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067099
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0104908
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067099
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRANDI PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02961
IRS990EZ/OtherRevenueTotalAmt051
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FUND RESEARCH THAT WILL LEAD TO A CURE FOR PEDIATRIC CANCER AND TO PROVIDE FINANCIAL SUPPORT TO THE FAMILIES OF CHILDREN WHO ARE BATTLING THIS DISEASE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FINANCIAL SUPPORT FOR MEDICAL EXPENSES AND/OR TRAVEL AND LODGING EXPENSES INCURRED IN OBTAINING MEDICAL TREATMENT TO THE FAMILIES OF CHILDREN WHO HAVE BEEN DIAGNOSED WITH CANCER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt041861
IRS990EZ/TotalProgramServiceExpensesAmt038000
IRS990EZ/TotalRevenueAmt04052
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PIERCEPHILLIPSCHARITY.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03993
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010553
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08333
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt068715
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt059377
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0150971
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt057
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt0150971
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03993
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010553
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08333
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt068715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt059377
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0150971
IRS990ScheduleA/TotalSupportAmt0151028
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME $51
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: 38 VARIOUS FAMILIES (1,000 EACH) | Cash Amount Given: $38000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STORAGE $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES $795
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WEBSITE $606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PO BOX $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK FEES $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRANDI PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PIERCE PHILLIPS CHARITY
ReturnHeader/Filer/BusinessNameControlTxt0PIER
ReturnHeader/Filer/EIN0456267673
ReturnHeader/Filer/PhoneNum09188512545
ReturnHeader/Filer/USAddress/AddressLine1Txt09521 B RIVERSIDE PKWY 153
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074137
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731013505
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lohrey & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01924 S Utica 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074104
ReturnHeader/PreparerPersonGrp/PhoneNum09187438900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA NEELY MARTINEZ
ReturnHeader/ReturnTs02024-11-15T06:27:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,099
Liabilities
-
Net assets
$67,099
Revenue
$4,052
Expenses
$41,861
Net income
-$37,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.33$0.37$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.04$0.42$0.38
2022Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.16$0.33$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.08$0.40$0.32
2020Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.62$0.46$0.16
2019Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$0.46$0.33$0.13
2018Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$0.49$0.44$0.04
2017Summary only. Only limited summary data is available for this year.$1.20$0.00$1.20$0.78$0.43$0.35
2016Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$0.53$2.03$1.49
2015Summary only. Only limited summary data is available for this year.$2.34$0.00$2.34$2.27$0.42$1.85
2014Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$1.96$3.22$1.26
2013Summary only. Only limited summary data is available for this year.$1.75$0.00$1.75$1.74$0.21$1.53
2012Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$1.60$1.63$0.03
2011Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$1.49$1.25$0.25