Civic Intelligence

Louie M & Betty M Phillips Foundatn C/O Equitable Trust Company

EIN 58-1326615 • Nashville, TN

4400 Harding Pike 310Nashville, TN 37205
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

67th percentile

17%

Higher net margin than 67% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

86th percentile

$158,783

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 19.9% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

59th percentile

5.5%

Faster asset growth than 59% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

178%

Faster revenue growth than 92% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$4,402,510

Up $231,199 (+5.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,402,510

Up $231,199 (+5.5%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin67th percentile

Revenue

Up

$798,160

Up $511,023 (+178%) from 2023

Expenses

Down

$661,647

Down $96,371 (-13%) from 2023

Net Income

Up

$136,513

Up $607,394 (+129%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $5,018,259Liabilities 2011: $02011Assets 2012: $4,261,305Liabilities 2012: $02012Assets 2013: $4,058,278Liabilities 2013: $0Net Assets 2013: $4,058,2782013Assets 2014: $3,511,004Liabilities 2014: $02014Assets 2015: $3,334,748Liabilities 2015: $0Net Assets 2015: $3,334,7482015Assets 2016: $3,218,508Liabilities 2016: $0Net Assets 2016: $3,218,5082016Assets 2017: $3,026,559Liabilities 2017: $0Net Assets 2017: $3,026,5592017Assets 2018: $3,372,223Liabilities 2018: $0Net Assets 2018: $3,372,2232018Assets 2019: $3,964,679Liabilities 2019: $0Net Assets 2019: $3,964,6792019Assets 2020: $4,402,452Liabilities 2020: $0Net Assets 2020: $4,402,4522020Assets 2021: $4,271,869Liabilities 2021: $0Net Assets 2021: $4,271,8692021Assets 2022: $4,348,672Liabilities 2022: $0Net Assets 2022: $4,348,6722022Assets 2023: $4,171,311Liabilities 2023: $0Net Assets 2023: $4,171,3112023Assets 2024: $4,402,510Liabilities 2024: $0Net Assets 2024: $4,402,5102024

Highlighted filing

2024

Assets$4,402,510
Liabilities$0
Net Assets$4,402,510
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $119,176Expenses 2011: $809,632Net Income 2011: -$690,4562011Revenue 2012: $345,497Expenses 2012: $708,538Net Income 2012: -$363,0412012Revenue 2013: $588,922Expenses 2013: $786,064Net Income 2013: -$197,1422013Revenue 2014: $271,281Expenses 2014: $818,555Net Income 2014: -$547,2742014Revenue 2015: $382,900Expenses 2015: $833,118Net Income 2015: -$450,2182015Revenue 2016: $472,526Expenses 2016: $789,503Net Income 2016: -$316,9772016Revenue 2017: $549,888Expenses 2017: $711,118Net Income 2017: -$161,2302017Revenue 2018: $299,199Expenses 2018: $727,779Net Income 2018: -$428,5802018Revenue 2019: $1,166,368Expenses 2019: $692,624Net Income 2019: $473,7442019Revenue 2020: $1,012,225Expenses 2020: $596,781Net Income 2020: $415,4442020Revenue 2021: $520,236Expenses 2021: $717,351Net Income 2021: -$197,1152021Revenue 2022: $388,364Expenses 2022: $742,003Net Income 2022: -$353,6392022Revenue 2023: $287,137Expenses 2023: $758,018Net Income 2023: -$470,8812023Revenue 2024: $798,160Expenses 2024: $661,647Net Income 2024: $136,5132024

Highlighted filing

2024

Revenue$798,160
Expenses$661,647
Net Income$136,513
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,402,510
Liabilities
$0
Net assets
$4,402,510
Revenue
$798,160
Expenses
$661,647
Net income
$136,513
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.80$0.66$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.29$0.76$0.47
2022Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.39$0.74$0.35
2021Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.52$0.72$0.20
2020Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$1.01$0.60$0.42
2019Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$1.17$0.69$0.47
2018Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.30$0.73$0.43
2017Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.55$0.71$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.47$0.79$0.32
2015Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.38$0.83$0.45
2014Summary only. Only limited summary data is available for this year.$3.51$0.00$0.27$0.82$0.55
2013Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.59$0.79$0.20
2012Summary only. Only limited summary data is available for this year.$4.26$0.00$0.35$0.71$0.36
2011Summary only. Only limited summary data is available for this year.$5.02$0.00$0.12$0.81$0.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 17, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLISON SNAVELYCEOFT$130,740$28,043$158,783
EQUITABLE TRUST COMPANYTrustee-$43,412-$43,412
CLAY JOHNSONDirector-$500-$500
CALDWELL BUNTINDirector-$500-$500
ROGERS THOMPSONDirector-$500-$500
BLYTHE COLLINSFormer Director-$250-$250
Filing and Contact Details

Filer

Filer Name
Louie M & Betty M Phillips Foundatn
EIN
58-1326615
Phone
6154601214
Address
4400 HARDING PIKE 310, NASHVILLE, TN 37205

Signing Officer

Name
Equitable Trust Company
Title
Trustee
Phone
6154601214
Signed
2025-09-17
Discuss with paid preparer
Yes

Preparer

Firm
Blankenship CPA Group Pllc
Address
101 WINNERS CIRCLE, BRENTWOOD, TN 37027-2304
Preparer
Mike Dunn CPA
Phone
6153733771
Raw XML AppendixShowing 400 of 1,173 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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