Civic Intelligence

Phillips Family Foundation

990PF • Fiscal year 2019 • EIN 46-4337405

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 21, 2020

6140 S 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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

58th percentile

6.5%

Faster revenue growth than 58% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,003,449

Up $145,534 (+17%) from 2018

Net Assets

Up

$1,003,449

Up $145,534 (+17%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$191,295

Up $11,649 (+6.5%) from 2018

Expenses

Up

$45,761

Up $12,970 (+40%) from 2018

Net Income

Down

$145,534

Down $1,321 (-0.9%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$1,003,449
Liabilities$0
Net Assets$1,003,449

Operations Trend

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

2019

Revenue$191,295
Expenses$45,761
Net Income$145,534
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 21, 2020
Return Version
2019v5.0
Compensation and Service Providers

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 S Macadam Avenue, Portland, OR 97239

Signing Officer

Name
H Frank Phillips III
Title
President
Signed
2020-10-21
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 Appendix380 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/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/AddressLine1Txt06140 S Macadam Avenue
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Portland
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097239
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0H Frank Phillips III
IRS990PF/StatementsRegardingActyGrp/PhoneNum05037970626
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Henry Frank Phillips III
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Janet L Phillips
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2535
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To provide Portland's most vulnerable children a nurturing and sustained relationship with a professional mentor who teaches positive values and has attainable expectation for each child to become healthy, productive members of the community.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To serve and protect the community of Silver Lake, Oregon.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Bike to the Sea connects communities by building and improving shared-use paths and promoting safe and happy trail use for all ages and abilities.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Friends of the Children Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Silver Lake Fire Department
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Bike to the Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07227 SW Bridgeport Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21990 K Street NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Silver Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197638
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220006
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040535
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/ExcessDistributionCyovYr1Amt026164
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt029800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt025550
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0127049
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt040535
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt026164
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt029800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025550
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040535
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt040535
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0127049
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt086514
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0G&B Milwaukie LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1Belmont 10 11 LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2Washington Street Building LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Grand Benedicts Inc
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/CityNm0Portland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Portland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Portland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3Portland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd097239
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd197239
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd297239
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd397229
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt120000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt220000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt3100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Management Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Return of 2018 Contribution
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02993
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1-500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02993
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1-500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01995
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Tax Preparation
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01995
TaxesSchedule/TaxesDetail/Amt0363
TaxesSchedule/TaxesDetail/Amt1139
TaxesSchedule/TaxesDetail/Amt2236
TaxesSchedule/TaxesDetail/CategoryTxt0Federal tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt2State tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0363
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1139
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2236
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0H Frank Phillips III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phillips Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0464337405
ReturnHeader/Filer/PhoneNum05037970626
ReturnHeader/Filer/USAddress/AddressLine1Txt06140 S Macadam Avenue
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097239
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930770718
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/ReturnTs02020-10-23T09:28:27-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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