Civic Intelligence

Phillips University Legacy Foundation Inc

990 • Fiscal year 2018 • EIN 73-1585868

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 30, 2019

2615 E RandolphEnid, OK 73701

(580) 237-4433

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,642,487

Flat from 2018

Net Assets

Flat

$1,642,487

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$496,346

Flat from 2018

Expenses

Flat

$425,946

Flat from 2018

Net Income

Flat

$70,400

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $837,842Liabilities 2011: $0Net Assets 2011: $837,8422011Assets 2012: $836,900Liabilities 2012: $29,735Net Assets 2012: $807,1652012Assets 2013: $1,070,430Liabilities 2013: $25,035Net Assets 2013: $1,045,3952013Assets 2014: $1,248,270Liabilities 2014: $23,535Net Assets 2014: $1,224,7352014Assets 2015: $1,286,831Liabilities 2015: $21,535Net Assets 2015: $1,265,2962015Assets 2016: $1,345,792Liabilities 2016: $0Net Assets 2016: $1,345,7922016Assets 2017: $1,536,737Liabilities 2017: $0Net Assets 2017: $1,536,7372017Assets 2018: $1,642,487Liabilities 2018: $0Net Assets 2018: $1,642,4872018Assets 2018: $1,642,487Liabilities 2018: $0Net Assets 2018: $1,642,4872018Assets 2019: $1,937,113Liabilities 2019: $7,650Net Assets 2019: $1,929,4632019Assets 2020: $1,864,926Liabilities 2020: $5,691Net Assets 2020: $1,859,2352020Assets 2021: $5,438,596Liabilities 2021: $48,666Net Assets 2021: $5,389,9302021Assets 2022: $4,882,061Liabilities 2022: $10,972Net Assets 2022: $4,871,0892022Assets 2023: $4,963,370Liabilities 2023: $7,325Net Assets 2023: $4,956,0452023Assets 2024: $5,303,358Liabilities 2024: $6,048Net Assets 2024: $5,297,3102024

Highlighted filing

2018

Assets$1,642,487
Liabilities$0
Net Assets$1,642,487

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $312,810Expenses 2011: $199,394Net Income 2011: $113,4162011Revenue 2012: $69,181Expenses 2012: $103,738Net Income 2012: -$34,5572012Expenses 2013: $106,2032013Revenue 2014: $210,183Expenses 2014: $125,452Net Income 2014: $84,7312014Revenue 2015: $216,636Expenses 2015: $149,320Net Income 2015: $67,3162015Revenue 2016: $436,632Expenses 2016: $261,771Net Income 2016: $174,8612016Revenue 2017: $408,952Expenses 2017: $287,384Net Income 2017: $121,5682017Revenue 2018: $496,346Expenses 2018: $425,946Net Income 2018: $70,4002018Revenue 2018: $496,346Expenses 2018: $425,946Net Income 2018: $70,4002018Revenue 2019: $739,899Expenses 2019: $333,475Net Income 2019: $406,4242019Revenue 2020: $432,730Expenses 2020: $446,061Net Income 2020: -$13,3312020Revenue 2021: $3,481,744Expenses 2021: $534,761Net Income 2021: $2,946,9832021Revenue 2022: $672,302Expenses 2022: $605,946Net Income 2022: $66,3562022Revenue 2023: $618,493Expenses 2023: $664,820Net Income 2023: -$46,3272023Revenue 2024: $686,238Expenses 2024: $657,555Net Income 2024: $28,6832024

Highlighted filing

2018

Revenue$496,346
Expenses$425,946
Net Income$70,400
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 30, 2019
Return Version
2017v2.3
Gross Receipts
$520,844
Mission and Program Overview

Mission

The mission of phillips university legacy foundation is to follow the tradition of phillips university by providing scholarships and opportunities to educate and develop leaders who embody christian values in their lives, service, and work.

To provide educational scholarships to undergraduate college students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,536,737$1,642,487▲ $105,750
Investments in Publicly Traded Securities$1,333,117$1,317,466▼ $15,651
Savings and Temporary Cash Investments$22,758$84,367▲ $61,609
Cash and Non-Interest-Bearing Accounts$12,163$71,535▲ $59,372
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$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
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$1,536,737$1,642,487▲ $105,750
Other Assets Total$168,699$169,119▲ $420
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$1,536,737$1,642,487▲ $105,750
Total Liabilities and Net Assets / Fund Balance$1,536,737$1,642,487▲ $105,750

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$16,631$16,631
Other Assets Org$133,628--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$268,718$85,634▲ $21,340$6,364$366,877
2016$154,782$100,773▲ $18,112$630$268,718
2015$160,515-▼ $1,219-$154,782
2014$166,016-▼ $316-$160,515
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly CokerVice President/executive DirectorPT$38,890$5,977$44,867

Board Members and Trustees

NameTitle
Nancy PhillipsChair
Gene ChallennerPresident Director
Bob HallVice-chair
Alexis BranamanDirector
Becky BooksDirector
Janetta CravensDirector
Sue ChaelDirector
Susan Paynedirector
blake billingsDirector
joanne mcguireDirector
kirby gouldDirector
susan hrovatDirector
ryan dearmanSecretary
David GrayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$449,864
Program Service Revenue
$0
Investment Income
$46,482
Other Revenue
$0
All Other Contributions
$449,864
Change in Net Assets
$70,400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$323,315
Grants and Similar Amounts Paid$102,631
Total Fundraising Expense$17,455
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$102,426--$102,426
Conferences and Meetings$38,532-$210$38,742
Fees for Services Other$11,416--$11,416
Office Expenses$3,039$2,916$4,941$10,896
Fees for Services Accounting-$10,190-$10,190
Travel-$437$8,574$9,011
All Other Expenses$2,892$35$3,226$6,153
Other Expenses$5,104$396$188$5,688
Occupancy$5,305--$5,305
Information Technology$4,637$196-$4,833
Insurance$1,556--$1,556
Fees for Service Investment Mgmnt Fees-$737-$737
Advertising$532-$37$569
Grants to Domestic Orgs$205--$205
Total Functional Expenses$386,512$21,979$17,455$425,946
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Yes
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
Yes
Management duties delegated
No

Governance Explanations

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

The organization uses an outside accounting firm to prepare and review the return. Management and the finance/investment committee reviews the return prior to filing with the irs and votes to approve the return. The board is given a copy of the return prior to filing with the irs.

Form 990, Part VI, Section C, Line 19

The organization's governing documents are available to the public upon request.

Form 990, Part VI, Line 12C

Board members are required annually to complete a conflict of interest policy. In the event a conflict arises, the board member notifies the board and appropriate actions are taken.

Form 990, PART VI, SECTION A, LINE 6

A corporate member is an individual who has been elected to serve as a member of phillips university legacy foundation in accordance with the bylaws, has knowledge of the history, traditions, and culture of phillips university, and is fully supportive of the mission of the phillips university legacy foundation. The members of the corporation shall consist of the members of the board of directors for as long as their respective terms of office shall continue, and of corporate members (members of the corporation other than directors) for as long as their respective terms of office shall continue.

Form 990, PART VI, SECTION A, LINE 7A

Both directors and corporate members are elected by a simple majority vote by the corporate members either at the annual meeting of the organization, or at a special meeting. If the corporate members fail, at any annual or special meeting of corporate members, at which any director or directors are elected, to elect the full authorized number of directors to be voted for at that meeting, then the board of directors may fill any open director positions at a subsequent regular or special directors meeting.

Form 990, PART VI, SECTION A, LINE 7B

Only corporate members can elect the corporate members.

Form 990, Part VI, Section A Line 8B

The organization had no committees with authority to act on behalf of the governing body.

Filing and Contact Details

Filer

Filer Name
Phillips University Legacy Foundation Inc
EIN
73-1585868
In Care Of
% PHILLIPS UNIVERSITY LEGACY F
Phone
5802374433
Address
2615 E Randolph, ENID, OK 73701

Signing Officer

Name
Kelly Coker
Title
vice president/ED
Phone
7134994600
Signed
2019-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Coker
Formed
2000
Legal Domicile
Ok
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
33

Preparer

Firm
Bkd Llp
Address
2700 POST OAK BLVD SUITE 1500, HOUSTON, TX 77056
Preparer
Amanda Maya
Phone
7134994600
Supplemental Narrative

Financial Statement Notes

Part V Endowment Funds

Quasi endowment funds are designated by the board for scholarships and to fund operations.

Raw XML AppendixShowing 400 of 601 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO UNDERGRADUATE COLLEGE STUDENTS.
IRS990/AdvertisingGrp/FundraisingAmt037
IRS990/AdvertisingGrp/ProgramServicesAmt0532
IRS990/AdvertisingGrp/TotalAmt0569
IRS990/AllOtherContributionsAmt0449864
IRS990/AllOtherExpensesGrp/FundraisingAmt03226
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt035
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02892
IRS990/AllOtherExpensesGrp/TotalAmt06153
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0PHILLIPS UNIVERSITY LEGACY F
IRS990/BooksInCareOfDetail/PhoneNum05802374433
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02615 E RANDOLPH
IRS990/BooksInCareOfDetail/USAddress/CityNm0ENID
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd073701
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt012163
IRS990/CashNonInterestBearingGrp/EOYAmt071535
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0true
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt0210
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt038532
IRS990/ConferencesMeetingsGrp/TotalAmt038742
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0449864
IRS990/CYGrantsAndSimilarPaidAmt0102631
IRS990/CYInvestmentIncomeAmt046482
IRS990/CYOtherExpensesAmt0323315
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt070400
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0425946
IRS990/CYTotalFundraisingExpenseAmt017455
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0496346
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PHILLIPS UNIVERSITY LEGACY FOUNDATION AWARDED 26 UNDERGRADUATE SCHOLARSHIPS DURING FY 2017. THE FOUNDATION HAD 33 VOLUNTEERS DURING THE YEAR WHO DONATED A TOTAL OF 2,011 HOURS OF VOLUNTEER SERVICE WITH AND ON BEHALF OF THE LEGACY SCHOLARSHIP AND LEADERSHIP DEVELOPMENT RECIPIENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0330067
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010190
IRS990/FeesForServicesAccountingGrp/TotalAmt010190
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt011416
IRS990/FeesForServicesOtherGrp/TotalAmt011416
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0737
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0737
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1423.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt145977
IRS990/Form990PartVIISectionAGrp/PersonNm0GENE CHALLENNER
IRS990/Form990PartVIISectionAGrp/PersonNm1JANETTA CRAVENS
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID GRAY
IRS990/Form990PartVIISectionAGrp/PersonNm3NANCY PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm4SUE CHAEL
IRS990/Form990PartVIISectionAGrp/PersonNm5Bob Hall
IRS990/Form990PartVIISectionAGrp/PersonNm6susan hrovat
IRS990/Form990PartVIISectionAGrp/PersonNm7joanne mcguire
IRS990/Form990PartVIISectionAGrp/PersonNm8blake billings
IRS990/Form990PartVIISectionAGrp/PersonNm9ryan dearman
IRS990/Form990PartVIISectionAGrp/PersonNm10kirby gould
IRS990/Form990PartVIISectionAGrp/PersonNm11BECKY BOOKS
IRS990/Form990PartVIISectionAGrp/PersonNm12SUSAN PAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm13Alexis Branaman
IRS990/Form990PartVIISectionAGrp/PersonNm14KELLY COKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1438890
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT/EXECUTIVE DIR.
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt01571
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0102631
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0102426
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0102426
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0205
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0205
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt026069
IRS990/GrossReceiptsAmt0520844
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0196
IRS990/InformationTechnologyGrp/ProgramServicesAmt04637
IRS990/InformationTechnologyGrp/TotalAmt04833
IRS990/InsuranceGrp/ProgramServicesAmt01556
IRS990/InsuranceGrp/TotalAmt01556
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt044911
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt044911
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01333117
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01317466
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt016631
IRS990/LandBldgEquipCostOrOtherBssAmt016631
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt024498
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF PHILLIPS UNIVERSITY LEGACY FOUNDATION IS TO FOLLOW THE TRADITION OF PHILLIPS UNIVERSITY BY PROVIDING SCHOLARSHIPS AND OPPORTUNITIES TO EDUCATE AND DEVELOP LEADERS WHO EMBODY CHRISTIAN VALUES IN THEIR LIVES, SERVICE, AND WORK.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01536737
IRS990/NetAssetsOrFundBalancesEOYAmt01642487
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01571
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01571
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt035350
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt05305
IRS990/OccupancyGrp/TotalAmt05305
IRS990/OfficeExpensesGrp/FundraisingAmt04941
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02916
IRS990/OfficeExpensesGrp/ProgramServicesAmt03039
IRS990/OfficeExpensesGrp/TotalAmt010896
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0168699
IRS990/OtherAssetsTotalGrp/EOYAmt0169119
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0OTHER PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc1COST RECOVERY FEE
IRS990/OtherExpensesGrp/Desc2PRINTING AND REPRODUCTION
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt0279
IRS990/OtherExpensesGrp/FundraisingAmt1188
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06793
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1279
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2396
IRS990/OtherExpensesGrp/ProgramServicesAmt0208190
IRS990/OtherExpensesGrp/ProgramServicesAmt12678
IRS990/OtherExpensesGrp/ProgramServicesAmt25104
IRS990/OtherExpensesGrp/TotalAmt0208190
IRS990/OtherExpensesGrp/TotalAmt16793
IRS990/OtherExpensesGrp/TotalAmt23236
IRS990/OtherExpensesGrp/TotalAmt35688
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Kelly Coker
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0PHILLIPS UNIVERSITY LEGACY FOUNDATION PROVIDED LEADERSHIP DEVELOPMENT TRAINING FOR ITS 26 SCHOLARSHIP RECIPIENTS WITH THE GOAL OF DEVELOPING THE LEADERSHIP SKILLS NECESSARY TO EMPOWER THEM TO BECOME LIFELONG LEADERS IN THEIR LOCAL AND GLOBAL COMMUNITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt056445
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0373723
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt096334
IRS990/PYInvestmentIncomeAmt035229
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0191050
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0121568
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0287384
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0408952
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt070400
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01536737
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01642487
IRS990/SavingsAndTempCashInvstGrp/BOYAmt022758
IRS990/SavingsAndTempCashInvstGrp/EOYAmt084367
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0449864
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0373723
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0404328
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0180704

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$5.30$0.01$5.30$0.69$0.66$0.03
2023Summary only. Only limited summary data is available for this year.$4.96$0.01$4.96$0.62$0.66$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$0.01$4.87$0.67$0.61$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$0.05$5.39$3.48$0.53$2.95
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.01$1.86$0.43$0.45$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.01$1.93$0.74$0.33$0.41
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.50$0.43$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.50$0.43$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.41$0.29$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.44$0.26$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.02$1.27$0.22$0.15$0.07
2014Summary only. Only limited summary data is available for this year.$1.25$0.02$1.22$0.21$0.13$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.03$1.05$0.11
2012Summary only. Only limited summary data is available for this year.$0.84$0.03$0.81$0.07$0.10$0.03
2011Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.31$0.20$0.11