Civic Intelligence

Monica D Phillips Foundation Inc.

990PF • Fiscal year 2019 • EIN 47-2543511

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 22, 2020

Organization Profile
41 Angelfish Cay DriveKey Largo, FL 33037

(305) 735-4621

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

7th percentile

-101%

Higher net margin than 7% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

48th percentile

0.2%

Faster asset growth than 48% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$294,808

Up $627 (+0.2%) from 2018

Net Assets

Up

$294,808

Up $627 (+0.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Down

$8,525

Down $1,191 (-12%) from 2018

Expenses

Down

$17,098

Down $21,509 (-56%) from 2018

Net Income

Up

-$8,573

Up $20,318 (+70%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$400K$300K$200K$100K$0Assets 2014: $147,288Liabilities 2014: $02014Assets 2015: $353,485Liabilities 2015: $0Net Assets 2015: $353,4852015Assets 2016: $330,774Liabilities 2016: $0Net Assets 2016: $330,7742016Assets 2017: $338,783Liabilities 2017: $0Net Assets 2017: $338,7832017Assets 2018: $294,181Liabilities 2018: $0Net Assets 2018: $294,1812018Assets 2019: $294,808Liabilities 2019: $0Net Assets 2019: $294,8082019Assets 2020: $266,669Liabilities 2020: $886Net Assets 2020: $265,7832020Assets 2021: $238,035Liabilities 2021: $0Net Assets 2021: $238,0352021Assets 2022: $231,372Liabilities 2022: $0Net Assets 2022: $231,3722022Assets 2023: $234,857Liabilities 2023: $0Net Assets 2023: $234,8572023Assets 2024: $233,664Liabilities 2024: $0Net Assets 2024: $233,6642024

Highlighted filing

2019

Assets$294,808
Liabilities$0
Net Assets$294,808
Open 2019 Filing

Operations Trend

Revenue Growth31st percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $272,867Expenses 2014: $0Net Income 2014: $272,8672014Revenue 2015: $235,897Expenses 2015: $29,700Net Income 2015: $206,1972015Revenue 2016: $8,031Expenses 2016: $30,742Net Income 2016: -$22,7112016Revenue 2017: $40,455Expenses 2017: $32,446Net Income 2017: $8,0092017Revenue 2018: $9,716Expenses 2018: $38,607Net Income 2018: -$28,8912018Revenue 2019: $8,525Expenses 2019: $17,098Net Income 2019: -$8,5732019Revenue 2020: $295Expenses 2020: $29,320Net Income 2020: -$29,0252020Revenue 2021: $25,512Expenses 2021: $53,260Net Income 2021: -$27,7482021Revenue 2022: $11,778Expenses 2022: $18,131Net Income 2022: -$6,3532022Revenue 2023: $7,030Expenses 2023: $3,407Net Income 2023: $3,6232023Revenue 2024: $17,536Expenses 2024: $18,661Net Income 2024: -$1,1252024

Highlighted filing

2019

Revenue$8,525
Expenses$17,098
Net Income-$8,573
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 22, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONICA D PHILLIPSPresident-$0--
RANDALL S SANGERTreasurer-$0--
RENEE S REDMANSecretary-$0--
RICK P SANGERDirector-$0--
ROBERT J SANGERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Monica D Phillips Foundation Inc
EIN
47-2543511
Phone
3057354621
Address
41 ANGELFISH CAY DRIVE, KEY LARGO, FL 33037

Signing Officer

Name
Monica D Phillips
Title
President
Signed
2020-06-22
Discuss with paid preparer
Yes

Preparer

Firm
Keys Accounting & Tax Service Inc
Address
99411 OVERSEAS HWY 4, KEY LARGO, FL 33037
Preparer
Susan B Stein
Phone
3054513464
Raw XML Appendix352 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/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/AddressLine1Txt041 ANGELFISH CAY DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0KEY LARGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033037
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MONICA D PHILLIPS
IRS990PF/StatementsRegardingActyGrp/PhoneNum03057354621
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MONICA D PHILLIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0477
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BAPTIST HEALTH SOUTH FLORIDA FOUNDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1OCEAN REEF CHAPEL FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2THE EVERGLADES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3OCEAN REEF MEDICAL CENTER FOUNDATIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4THE KEYS CHILDREN'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06855 RED ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt132 OCEAN REEF DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt218001 OLD CUTLER ROAD STE 625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt350 BARRACUDA LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt424 DOCKSIDE LANE PMB 139
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CORAL GABLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KEY LARGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PALMETTO BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3KEY LARGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4KEY LARGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033143
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233157
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433037
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014777
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/AppliedToCurrentYearAmt014777
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015876
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018968
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012689
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014758
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015642
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01099
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt060958
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018968
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012689
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014758
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014543
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014777
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt060958
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt062057
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FIDELITY MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FL REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01273
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt161
TaxesSchedule/TaxesDetail/Amt097
TaxesSchedule/TaxesDetail/Amt190
TaxesSchedule/TaxesDetail/CategoryTxt02018 BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MONICA D PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONICA D PHILLIPS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MONI
ReturnHeader/Filer/EIN0472543511
ReturnHeader/Filer/PhoneNum03057354621
ReturnHeader/Filer/USAddress/AddressLine1Txt041 ANGELFISH CAY DRIVE
ReturnHeader/Filer/USAddress/CityNm0KEY LARGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033037
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650045773
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEYS ACCOUNTING & TAX SERVICE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099411 OVERSEAS HWY 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KEY LARGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033037
ReturnHeader/PreparerPersonGrp/PhoneNum03054513464
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN B STEIN
ReturnHeader/ReturnTs02020-06-22T08:03:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$294,808
Liabilities
$0
Net assets
$294,808
Revenue
$8,525
Expenses
$17,098
Net income
-$8,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.18$0.19$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.07$0.03$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.12$0.18$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.26$0.53$0.28
2020Detailed filing. Detailed filing data is available for this year.$2.67$0.01$2.66$0.00$0.29$0.29
2019Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.09$0.17$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.10$0.39$0.29
2017Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.40$0.32$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.08$0.31$0.23
2015Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$2.36$0.30$2.06
2014Summary only. Only limited summary data is available for this year.$1.47$0.00$2.73$0.00$2.73