Civic Intelligence

Phillips Family Foundation

990PF • Fiscal year 2015 • EIN 46-4337405

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 09, 2016

Organization Profile
6140 SW Macadam AvenuePortland, OR 97239

(503) 797-0626

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

98th percentile

96%

Higher net margin than 98% 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

97th percentile

356%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

97th percentile

270%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$227,943

Up $177,943 (+356%) from 2014

Net Assets

$227,943

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin98th percentile

Revenue

Up

$184,785

Up $134,785 (+270%) from 2014

Expenses

Up

$6,842

Up $6,842 from 2014

Net Income

Up

$177,943

Up $127,943 (+256%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $50,000Liabilities 2014: $02014Assets 2015: $227,943Liabilities 2015: $0Net Assets 2015: $227,9432015Assets 2016: $571,279Liabilities 2016: $0Net Assets 2016: $571,2792016Assets 2017: $711,060Liabilities 2017: $0Net Assets 2017: $711,0602017Assets 2018: $857,915Liabilities 2018: $0Net Assets 2018: $857,9152018Assets 2019: $1,003,449Liabilities 2019: $0Net Assets 2019: $1,003,4492019Assets 2020: $1,244,616Liabilities 2020: $0Net Assets 2020: $1,244,6162020Assets 2021: $1,825,080Liabilities 2021: $0Net Assets 2021: $1,825,0802021Assets 2022: $2,062,689Liabilities 2022: $0Net Assets 2022: $2,062,6892022Assets 2023: $2,419,574Liabilities 2023: $0Net Assets 2023: $2,419,5742023Assets 2024: $2,719,868Liabilities 2024: $0Net Assets 2024: $2,719,8682024

Highlighted filing

2015

Assets$227,943
Liabilities$0
Net Assets$227,943
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

$800K$600K$400K$200K$0Revenue 2014: $50,000Expenses 2014: $0Net Income 2014: $50,0002014Revenue 2015: $184,785Expenses 2015: $6,842Net Income 2015: $177,9432015Revenue 2016: $372,608Expenses 2016: $29,272Net Income 2016: $343,3362016Revenue 2017: $176,018Expenses 2017: $36,237Net Income 2017: $139,7812017Revenue 2018: $179,646Expenses 2018: $32,791Net Income 2018: $146,8552018Revenue 2019: $191,295Expenses 2019: $45,761Net Income 2019: $145,5342019Revenue 2020: $291,283Expenses 2020: $50,116Net Income 2020: $241,1672020Revenue 2021: $652,634Expenses 2021: $72,170Net Income 2021: $580,4642021Revenue 2022: $351,814Expenses 2022: $114,205Net Income 2022: $237,6092022Revenue 2023: $457,193Expenses 2023: $100,308Net Income 2023: $356,8852023Revenue 2024: $437,965Expenses 2024: $137,671Net Income 2024: $300,2942024

Highlighted filing

2015

Revenue$184,785
Expenses$6,842
Net Income$177,943
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 9, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Henry Frank Phillips IIIPresidentPT$0--
Janet L PhillipsSecretaryPT$0--
Henry Francis Phillips IVDirector-$0--
John V PhillipsDirector-$0--
Jean M HinkleyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Phillips Family Foundation
EIN
46-4337405
Phone
5037970626
Address
6140 SW Macadam Avenue, Portland, OR 97239

Signing Officer

Name
H Frank Phillips III
Title
President
Signed
2016-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Jones Ham & Cluff PC CPAs
Address
14475 SW Allen Blvd Suite A, Beaverton, OR 97005
Preparer
Gary E Ham Jr
Phone
5036436333
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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Henry Frank Phillips III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Janet L Phillips
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Henry Francis Phillips IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3John V Phillips
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Jean M Hinkley
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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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06140 SW Macadam Avenue
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Portland
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097239
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0H Frank Phillips III
IRS990PF/StatementsRegardingActyGrp/PhoneNum05037970626
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Henry Frank Phillips III
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Janet L Phillips
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Purchase of hospital equipment for Hospital of Hope
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Lake Oswego Rotary Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 94
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Lake Oswego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097034
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt05000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0G&B Milwaukie LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1Belmont 10 11 LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2Seattle G & B Building LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Henry Frank Phillips III
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Janet L Phillips
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06140 SW Macadam Ave
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt16140 SW Macadam Ave
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt26140 SW Macadam Ave
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt36140 SW Macadam Ave
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt46140 SW Macadam Ave
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Portland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Portland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Portland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3Portland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4Portland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd097239
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd197239
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd297239
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd397239
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd497239
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050425
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt150425
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt235000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt310000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt435000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0992
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Broker Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1License Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0992
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0992
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1850
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Henry Frank Phillips III
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1Janet L Phillips
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm2GB Milwaukie LLC
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm3Belmont 10 11 LLC
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm4Seattle GB Building LLC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt06140 SW Macadam Ave
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt16140 SW Macadam Ave
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt26140 SW Macadam Ave
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt36140 SW Macadam Ave
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt46140 SW Macadam Ave
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Portland
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1Portland
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm2Portland
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm3Portland
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm4Portland
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0OR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1OR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd2OR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd3OR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd4OR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd097239
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd197239
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd297239
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd397239
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd497239
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0H Frank Phillips III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phillips Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0464337405
ReturnHeader/Filer/PhoneNum05037970626
ReturnHeader/Filer/USAddress/AddressLine1Txt06140 SW Macadam Avenue
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097239
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jones Ham & Cluff PC CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014475 SW Allen Blvd Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beaverton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097005
ReturnHeader/PreparerPersonGrp/PhoneNum05036436333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary E Ham Jr
ReturnHeader/ReturnTs02016-11-11T12:15:28-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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
$227,943
Liabilities
$0
Net assets
$227,943
Revenue
$184,785
Expenses
$6,842
Net income
$177,943
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.44$0.14$0.30
2023Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.46$0.10$0.36
2022Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.35$0.11$0.24
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.65$0.07$0.58
2020Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.29$0.05$0.24
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.19$0.05$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.18$0.03$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.18$0.04$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.37$0.03$0.34
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.18$0.01$0.18
2014Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$0.00$0.05