Civic Intelligence

Phillips University Inc

990 • Fiscal year 2015 • EIN 73-0579267

Jul 01, 2014 to Jun 30, 2015 • Filed on May 03, 2016

Organization ProfileN/A

View Organization Page

PO Box 2127Enid, OK 73702

(580) 237-4433

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

38th percentile

$22,710

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

55th percentile

1.8%

Faster asset growth than 55% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

175%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,089,861

Up $19,402 (+1.8%) from 2014

Net Assets

Up

$1,089,861

Up $19,402 (+1.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin77th percentile

Revenue

Up

$270,534

Up $172,036 (+175%) from 2014

Expenses

Up

$222,528

Up $21,449 (+11%) from 2014

Net Income

Up

$48,006

Up $150,587 (+147%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $837,551Liabilities 2011: $0Net Assets 2011: $837,5512011Assets 2012: $756,940Liabilities 2012: $0Net Assets 2012: $756,9402012Assets 2013: $1,148,276Liabilities 2013: $0Net Assets 2013: $1,148,2762013Assets 2014: $1,070,459Liabilities 2014: $0Net Assets 2014: $1,070,4592014Assets 2015: $1,089,861Liabilities 2015: $0Net Assets 2015: $1,089,8612015Assets 2016: $1,808,721Liabilities 2016: $0Net Assets 2016: $1,808,7212016Assets 2017: $2,418,247Liabilities 2017: $0Net Assets 2017: $2,418,2472017Assets 2018: $2,342,344Liabilities 2018: $0Net Assets 2018: $2,342,3442018Assets 2019: $2,769,542Liabilities 2019: $0Net Assets 2019: $2,769,5422019Assets 2020: $3,286,762Liabilities 2020: $43,000Net Assets 2020: $3,243,7622020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2015

Assets$1,089,861
Liabilities$0
Net Assets$1,089,861
Open 2015 Filing

Operations Trend

Revenue Growth96th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $362,0602011Revenue 2012: $115,183Expenses 2012: $203,046Net Income 2012: -$87,8632012Expenses 2013: $376,0672013Revenue 2014: $98,498Expenses 2014: $201,079Net Income 2014: -$102,5812014Revenue 2015: $270,534Expenses 2015: $222,528Net Income 2015: $48,0062015Revenue 2016: $1,236,067Expenses 2016: $500,149Net Income 2016: $735,9182016Revenue 2017: $824,432Expenses 2017: $263,806Net Income 2017: $560,6262017Revenue 2018: $299,051Expenses 2018: $395,638Net Income 2018: -$96,5872018Revenue 2019: $1,102,581Expenses 2019: $723,405Net Income 2019: $379,1762019Revenue 2020: $199,372Expenses 2020: $431,946Net Income 2020: -$232,5742020Revenue 2021: $42,336Expenses 2021: $3,330,204Net Income 2021: -$3,287,8682021

Highlighted filing

2015

Revenue$270,534
Expenses$222,528
Net Income$48,006
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 3, 2016
Return Version
2014v6.0
Gross Receipts
$270,534
Mission and Program Overview

Mission

To make scholarships and/or grants available to : (i) individuals pursuing a liberal arts curriculum and attending a private college or university; and (ii) faculty and staff of private, liberal arts colleges or universities pursuing advanced educational studies, in order to enable both to pay the expenses of higher education and to receive a higher quality of education.

To provide grants and scholarships to aid in funding liberal arts in funding liberal arts private higher education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,070,459$1,089,861▲ $19,402
Investments in Publicly Traded Securities$812,362$683,547▼ $128,815
Cash and Non-Interest-Bearing Accounts$121,152$271,369▲ $150,217
Other Notes and Loans Receivable, Net$23,535$21,535▼ $2,000
Accounts Receivable$761$761→ $0
Savings and Temporary Cash Investments$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,070,459$1,089,861▲ $19,402
Other Assets Total$112,649$112,649→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,070,459$1,089,861▲ $19,402
Total Liabilities and Net Assets / Fund Balance$1,070,459$1,089,861▲ $19,402

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$112,649--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$267,569-▼ $563-$257,972
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kelly CokerVice President/exec DirectorPT$22,710$22,710

Board Members and Trustees

NameTitle
Barry K RobinsonChair
Bill BriggsTrustee
Don AlexanderTrustee
Dr James E StrainTrustee
Kirby GouldTrustee
Leon WhitneyTrustee
Nancy PhillipsTrustee
Tom WalkerTrustee
Gene ChallennerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$22,872
Other Revenue
$247,662
Change in Net Assets
$48,006
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$146,340
Salaries, Compensation, and Employee Benefits$40,404
Other Expenses$35,784
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$134,340--$134,340
Current Officers, Directors, Trustees, and Key Employees$11,355$11,355-$22,710
Other Salaries and Wages$8,847$8,847-$17,694
Grants to Domestic Individuals$12,000--$12,000
Insurance$4,042$5,473-$9,515
Occupancy$2,575$2,575-$5,150
Fees for Services Accounting-$4,500-$4,500
Fees for Services Other$1,401$1,382-$2,783
All Other Expenses$1,278$1,060-$2,338
Information Technology$479$479-$958
Other Expenses$205$205-$410
Fees for Services Legal-$257-$257
Travel$215--$215
Advertising$72$72-$144
Total Functional Expenses$181,546$40,982$0$222,528
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phillips University Legacy FoundationEnid, OK501(c)3General Funding$120,214
Phillips University Alumni and Friends AssociationEnid, OK501(c)3General Funding$11,714
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The return is prepared and reviewed by an outside accounting firm. The return is then reviewed internally by management and the board chair prior to filing with the IRS. A copy is made available to the board prior to filing with the IRS.”

Form 990, Part VI, Section A, Line 6

“The members of Phillips University are the trustees of the organization.”

Form 990, Part VI, Section A, Line 7A

“The Board of Trustees selects and elects Trustees and Board officers.”

Form 990, Part VI, Section C, Line 19

“These documents are available to the public upon request.”

Form 990, Part VI, Section B, Line 12C

“The board members are responsible for letting the board know when there may be a conflict. The board then takes appropriate measures to ensure the conflict of interest policy is adhered to.”

Form 990, Part VI, line 15A

“All trustees are given the opportunity to evaluate the executive director annually. The chair of the board compiles and reviews all evaluations. The chair uses comparable data to determine if an increase in compensation is warranted.”

Filing and Contact Details

Filer

Filer Name
Phillips University Inc
EIN
73-0579267
In Care Of
% PHILLIPS UNIVERSITY INC
Phone
5802374433
Address
PO Box 2127, ENID, OK 73702

Signing Officer

Name
Kelly Coker
Title
Vice President
Phone
5802374433
Signed
2016-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Coker
Formed
1907
Legal Domicile
Ok
Voting Board Members
9
Independent Board Members
9
Employees
4
Volunteers
18

Preparer

Firm
Bkd Llp
Address
205 W MAPLE STE 200, ENID, OK 73701-4026
Preparer
Jarretta Huckins
Phone
5802373300
Supplemental Narrative

Financial Statement Notes

Collections of Art

“The organization holds various works of art and memorabilia for preservation for future generations.”

Part V Endowment Funds

“These quasi-endowments are used for seminary scholarships.”

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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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IRS990/PrincipalOfficerNm0KELLY COKER
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER ASSETS
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization holds various works of art and memorabilia for preservation for future generations.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1These quasi-endowments are used for seminary scholarships.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Collections of Art
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part V Endowment Funds
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0112649
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
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IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PHILLIPS UNIVERSITY ADMITS STUDENTS OF ANY RACE, COLOR, SEX, AND NATIONAL OR ETHNIC ORIGIN, OR DISABILITY TO ALL RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES USUALLY ACCORDED TO OR MADE AVAILABLE TO STUDENTS AT THE INSTITUTION. PHILLIPS UNIVERSITY, IN KEEPING WITH THE UNIVERSITY'S MISSION, WILL RECRUIT, RETAIN, AND PROMOTE QUALIFIED INDIVIDUALS AND DISABILITIES. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, SEX, DISABILITY, NATIONAL OR ETHNIC ORIGIN IN THE ADMINISTRATION OF ITS EDUCATIONAL POLICIES OR ATHLETIC AND OTHER COLLEGE ADMINISTERED PROGRAMS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt012000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SEMINARY SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/RecipientTable/CashGrantAmt0120214
IRS990ScheduleI/RecipientTable/CashGrantAmt111714
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Funding
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL FUNDING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Phillips University Legacy Foundation

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,089,861
Liabilities
$0
Net assets
$1,089,861
Revenue
$270,534
Expenses
$222,528
Net income
$48,006
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$3.33$3.29
2020Detailed filing. Detailed filing data is available for this year.$3.29$0.04$3.24$0.20$0.43$0.23
2019Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$1.10$0.72$0.38
2018Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.30$0.40$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.82$0.26$0.56
2016Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$1.24$0.50$0.74
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.27$0.22$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.10$0.20$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.38
2012Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$0.12$0.20$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$0.36
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