Civic Intelligence

The Phyllis Foundation Inc.

990PF • Fiscal year 2020 • EIN 47-1049591

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 04, 2021

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

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

99th percentile

264%

Higher net margin than 99% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

9th percentile

-9.9%

Faster asset growth than 9% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Assets

Down

$1,207,547

Down $132,054 (-9.9%) from 2019

Net Assets

Down

$1,206,962

Down $132,639 (-9.9%) from 2019

Liabilities

Up

$585

Up $585 from 2019

Revenue

Down

-$50,574

Down $531,745 (-111%) from 2019

Expenses

Up

$83,059

Up $17,485 (+27%) from 2019

Net Income

Down

-$133,633

Down $549,230 (-132%) from 2019

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

2020

Assets$1,207,547
Liabilities$585
Net Assets$1,206,962

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

2020

Revenue-$50,574
Expenses$83,059
Net Income-$133,633
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 4, 2021
Return Version
2020v4.1
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
2021-11-04

Preparer

Firm
Arlington Associates LLC
Address
2000 MORRIS AVENUE SUITE 1200, BIRMINGHAM, AL 35203
Preparer
Justin B Cureton
Phone
2054884330
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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/GrantOrContributionPurposeTxt5TO SUPPORT ACADEMICS FOR STUDENTS FROM LOW-INCOME BACKGROUNDS
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