Civic Intelligence

The Phyllis Foundation Inc.

990PF • Fiscal year 2017 • EIN 47-1049591

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 28, 2018

2000 Morris Avenue Suite 1300Birmingham, AL 35203

(205) 488-4300

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

6th percentile

-84%

Higher net margin than 6% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

28th percentile

-2.9%

Faster asset growth than 28% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

3.0%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$941,709

Down $28,115 (-2.9%) from 2016

Net Assets

Down

$941,709

Down $27,839 (-2.9%) from 2016

Liabilities

Down

$0

Down $276 (-100%) from 2016

Revenue

Up

$33,107

Up $954 (+3.0%) from 2016

Expenses

Up

$60,946

Up $1,451 (+2.4%) from 2016

Net Income

Down

-$27,839

Down $497 (-1.8%) from 2016

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 2015: $997,265Liabilities 2015: $0Net Assets 2015: $997,2652015Assets 2016: $969,824Liabilities 2016: $276Net Assets 2016: $969,5482016Assets 2017: $941,709Liabilities 2017: $0Net Assets 2017: $941,7092017Assets 2018: $946,149Liabilities 2018: $0Net Assets 2018: $946,1492018Assets 2019: $1,339,601Liabilities 2019: $0Net Assets 2019: $1,339,6012019Assets 2020: $1,207,547Liabilities 2020: $585Net Assets 2020: $1,206,9622020Assets 2021: $1,305,099Liabilities 2021: $298Net Assets 2021: $1,304,8012021Assets 2022: $1,510,977Liabilities 2022: $298Net Assets 2022: $1,510,6792022Assets 2023: $1,737,207Liabilities 2023: $0Net Assets 2023: $1,737,2072023Assets 2024: $1,949,299Liabilities 2024: $0Net Assets 2024: $1,949,2992024

Highlighted filing

2017

Assets$941,709
Liabilities$0
Net Assets$941,709

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $1,007,797Expenses 2015: $10,532Net Income 2015: $997,2652015Revenue 2016: $32,153Expenses 2016: $59,495Net Income 2016: -$27,3422016Revenue 2017: $33,107Expenses 2017: $60,946Net Income 2017: -$27,8392017Revenue 2018: $67,112Expenses 2018: $62,672Net Income 2018: $4,4402018Revenue 2019: $481,171Expenses 2019: $65,574Net Income 2019: $415,5972019Revenue 2020: -$50,574Expenses 2020: $83,059Net Income 2020: -$133,6332020Revenue 2021: $193,010Expenses 2021: $92,171Net Income 2021: $100,8392021Revenue 2022: $296,587Expenses 2022: $90,573Net Income 2022: $206,0142022Revenue 2023: $325,973Expenses 2023: $99,290Net Income 2023: $226,6832023Revenue 2024: $334,232Expenses 2024: $121,977Net Income 2024: $212,2552024

Highlighted filing

2017

Revenue$33,107
Expenses$60,946
Net Income-$27,839
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 28, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE L COMMANDERPresident & Director-$0--
JAMES BRUCE LIMBAUGHTreasurer & Director-$0--
D MARK LIMBAUGHSecretary & Director-$0--
Filing and Contact Details

Filer

Filer Name
The Phyllis Foundation Inc
EIN
47-1049591
Phone
2054884300
Address
2000 MORRIS AVENUE SUITE 1300, BIRMINGHAM, AL 35203

Signing Officer

Name
Julie L Commander
Title
President
Phone
2054884300
Signed
2018-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Arlington Associates LLC
Address
2000 MORRIS AVENUE SUITE 1200, BIRMINGHAM, AL 35203
Preparer
Greg P Logan
Phone
2054884330
Raw XML AppendixShowing 400 of 415 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/PersonNm0JULIE L COMMANDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES BRUCE LIMBAUGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2D MARK LIMBAUGH
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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