Civic Intelligence

Frederick B and Ayako I Phillips Foundation

990PF • Fiscal year 2016 • EIN 46-4025821

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 03, 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

62nd percentile

8.5%

Higher net margin than 62% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

59th percentile

4.7%

Faster asset growth than 59% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-41%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$66,224

Up $2,954 (+4.7%) from 2015

Net Assets

Up

$66,224

Up $2,954 (+4.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$34,756

Down $23,900 (-41%) from 2015

Expenses

Up

$31,802

Up $5,646 (+22%) from 2015

Net Income

Down

$2,954

Down $29,546 (-91%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$66,224
Liabilities$0
Net Assets$66,224

Operations Trend

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

2016

Revenue$34,756
Expenses$31,802
Net Income$2,954
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 3, 2016
Return Version
2015v2.1
Compensation and Service Providers

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
2016-11-03
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 Appendix362 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0215 Central Ave Suite 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11000 Lyndon Lane Suite B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25803 Fern Valley Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3145 Thierman Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4510 E Chestnut
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51620 Bank St
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/AddressLine1Txt12PO Box 7249
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Louisville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Louisville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Louisville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Louisville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Louisville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Louisville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Lexington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Louisville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Lexington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Louisville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Louisville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd140222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd240228
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd340207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4402021675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd540203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd630309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd7405060015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd840201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd9405022200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1060606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd11402224398
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd12402570249
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030700
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/AppliedToCurrentYearAmt02656
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02656
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022756
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027612
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt078412
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028044
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt022756
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027612
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028044
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt078412
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt050368
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/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt034696
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt027696
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0237 Shares Growth EFT
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-12-09
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1500
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Accounting fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0602
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0602
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1500
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Ayako Phillips
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt07622 Dudley Square
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Louisville
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0KY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd040222
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ayako Phillips
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05028768140
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-03
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/PreparationDt02016-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Maureen M Samuels CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-02T12:57:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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