Civic Intelligence

Frederick B and Ayako I Phillips Foundation

990PF • Fiscal year 2015 • EIN 46-4025821

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 15, 2015

Organization Profile
7622 Dudley Square DrLouisville, KY 40222

(502) 876-8140

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

92nd percentile

55%

Higher net margin than 92% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

93rd percentile

106%

Faster asset growth than 93% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

45th percentile

-2.2%

Faster revenue growth than 45% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$63,270

Up $32,500 (+106%) from 2014

Net Assets

$63,270

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin92nd percentile

Revenue

Down

$58,656

Down $1,346 (-2.2%) from 2014

Expenses

Down

$26,156

Down $3,076 (-11%) from 2014

Net Income

Up

$32,500

Up $1,730 (+5.6%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $30,770Liabilities 2014: $02014Assets 2015: $63,270Liabilities 2015: $0Net Assets 2015: $63,2702015Assets 2016: $66,224Liabilities 2016: $0Net Assets 2016: $66,2242016Assets 2017: $86,832Liabilities 2017: $0Net Assets 2017: $86,8322017Assets 2018: $90,695Liabilities 2018: $0Net Assets 2018: $90,6952018Assets 2019: $87,561Liabilities 2019: $0Net Assets 2019: $87,5612019Assets 2020: $1,088,205Liabilities 2020: $0Net Assets 2020: $1,088,2052020Assets 2021: $1,063,525Liabilities 2021: $0Net Assets 2021: $1,063,5252021Assets 2022: $1,877,124Liabilities 2022: $0Net Assets 2022: $1,877,1242022Assets 2023: $1,845,991Liabilities 2023: $0Net Assets 2023: $1,845,9912023Assets 2024: $1,803,307Liabilities 2024: $0Net Assets 2024: $1,803,3072024

Highlighted filing

2015

Assets$63,270
Liabilities$0
Net Assets$63,270
Open 2015 Filing

Operations Trend

Revenue Growth45th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $60,002Expenses 2014: $29,232Net Income 2014: $30,7702014Revenue 2015: $58,656Expenses 2015: $26,156Net Income 2015: $32,5002015Revenue 2016: $34,756Expenses 2016: $31,802Net Income 2016: $2,9542016Revenue 2017: $52,621Expenses 2017: $32,013Net Income 2017: $20,6082017Revenue 2018: $36,025Expenses 2018: $32,162Net Income 2018: $3,8632018Revenue 2019: $28,355Expenses 2019: $31,489Net Income 2019: -$3,1342019Revenue 2020: $1,046,575Expenses 2020: $45,931Net Income 2020: $1,000,6442020Revenue 2021: $5,366Expenses 2021: $61,156Net Income 2021: -$55,7902021Revenue 2022: $911,987Expenses 2022: $98,388Net Income 2022: $813,5992022Revenue 2023: $59,955Expenses 2023: $91,088Net Income 2023: -$31,1332023Revenue 2024: $43,941Expenses 2024: $87,512Net Income 2024: -$43,5712024

Highlighted filing

2015

Revenue$58,656
Expenses$26,156
Net Income$32,500
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ayako PhillipsTrustee-$0--
David RussellBoard Member-$0--
Maureen SamuelsBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Frederick B & Ayako I Phillips Foundation
EIN
46-4025821
Address
7622 Dudley Square Dr, Louisville, KY 40222

Signing Officer

Name
Ayako Phillips
Title
Trustee
Phone
5028768140
Signed
2015-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Maureen M Samuels CPA
Address
1448 Gardiner Lane Suite 202, Louisville, KY 40213-1982
Preparer
Maureen M Samuels CPA
Phone
5028768140
Raw XML Appendix323 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1333 E Main Suite 400
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Scholarship funds to Univeristy of Louisville and University of Kentucky given to the universities who choose the recipient of the scholarships
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Contributions to twelve charitable organizations for general support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61330 W Peachtree Suite 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7William B Sturgill Bldg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO Box 1149
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9560 Cooper Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10233 S Wacker Dr Suite 2400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt117504 Westport Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt127504 Westport Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13PO Box 7249
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Louisville
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Louisville
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Lexington
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd140222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd240228
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025150
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/AppliedToCurrentYearAmt02394
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02394
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027612
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt050368
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022756
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027612
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025150
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022756
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt050368
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027612
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Ayako Phillips
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07622 Dudley Square Dr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Louisville
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0KY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd040222
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt058652
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Accounting fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0406
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1600
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ayako Phillips
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05028768140
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Frederick B & Ayako I Phillips Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0464025821
ReturnHeader/Filer/USAddress/AddressLine1Txt07622 Dudley Square Dr
ReturnHeader/Filer/USAddress/CityNm0Louisville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040222
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261711709
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Maureen M Samuels CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01448 Gardiner Lane Suite 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Louisville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402131982
ReturnHeader/PreparerPersonGrp/PhoneNum05028768140
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Maureen M Samuels CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-14T14:19:28-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,270
Liabilities
$0
Net assets
$63,270
Revenue
$58,656
Expenses
$26,156
Net income
$32,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.04$0.09$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.06$0.09$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.91$0.10$0.81
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.01$0.06$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$1.05$0.05$1.00
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.03$0.03$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.04$0.03$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.05$0.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.03$0.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.06$0.03$0.03
2014Summary only. Only limited summary data is available for this year.$0.03$0.00$0.06$0.03$0.03