Civic Intelligence

Phillips University Legacy Foundation Inc

990 • Fiscal year 2021 • EIN 73-1585868

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

Organization Profilewww.pulf.org
2615 E RandolphEnid, OK 73701

(580) 237-4433

Siviq Scores

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

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

16th percentile

0.01x

Higher debt load relative to revenue than 16% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

96th percentile

85%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$21,186

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

97th percentile

192%

Faster asset growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

705%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$5,438,596

Up $3,573,670 (+192%) from 2020

Net Assets

Up

$5,389,930

Up $3,530,695 (+190%) from 2020

Liabilities

Up

$48,666

Up $42,975 (+755%) from 2020

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin96th percentile

Revenue

Up

$3,481,744

Up $3,049,014 (+705%) from 2020

Expenses

Up

$534,761

Up $88,700 (+20%) from 2020

Net Income

Up

$2,946,983

Up $2,960,314 (+22206%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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 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

2021

Assets$5,438,596
Liabilities$48,666
Net Assets$5,389,930
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

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 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

2021

Revenue$3,481,744
Expenses$534,761
Net Income$2,946,983
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.1
Gross Receipts
$3,481,744
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
Investments in Publicly Traded Securities$1,731,882$4,281,584▲ $2,549,702
Cash and Non-Interest-Bearing Accounts$7,491$182,971▲ $175,480
Savings and Temporary Cash Investments$89,810$99,607▲ $9,797
Land, Buildings, and Equipment, Net$1,050$37,743▲ $36,693
Accounts Receivable$0$761▲ $761
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
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$1,864,926$5,438,596▲ $3,573,670
Other Assets Total$34,693$835,930▲ $801,237
Liabilities
Other Liabilities$5,691$45,768▲ $40,077
Accounts Payable and Accrued Expenses$0$2,898▲ $2,898
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$5,691$48,666▲ $42,975
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,859,235$3,670,975▲ $1,811,740
Net Assets With Donor Restrictions$0$1,718,955▲ $1,718,955
Total Net Assets Fund Balance$1,859,235$5,389,930▲ $3,530,695
Total Liabilities and Net Assets / Fund Balance$1,864,926$5,438,596▲ $3,573,670

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$37,743$700$38,443
Other Assets Org$6,046--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$669,380$270,963▲ $221,494$4,029$1,149,083
2019$656,891$16,868▲ $9,634$3,941$669,380
2018$366,877$280,449▲ $17,311$5,998$656,891
2017$268,718$85,634▲ $21,340$6,364$366,877
2016$154,782$100,773▲ $18,112$630$268,718
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly CokerExecutive DirectorPT$18,661$2,525$21,186

Board Members and Trustees

NameTitle
Gene ChallennerPast President/director
ryan dearmanPresident/director
kirby hughes gouldVice-president/director
Becky BooksDirector
Bob HallDirector
Charlette Gallagher-AllredDirector
David GrayDirector
Mark GillettDirector
Mark PumphreyDirector
Nancy PhillipsDirector
Richard BooksDirector
Rick HendricksDirector
Sue ChaelDirector
blake billingsDirector
joanne mcguireDirector
susan hrovatDirector
Janetta CravensSecretary/director
Kathy CogginsTreasurer/Director
Revenue and Support

Revenue Composition

Contributions and Grants
$3,315,616
Program Service Revenue
$0
Investment Income
$118,397
Other Revenue
$47,731
All Other Contributions
$3,315,616
Change in Net Assets
$2,946,983

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$2,197,946Fair Market Value (FMV)
Other Non Cash Contri Table1$797,285Fair Market Value (FMV)
Other Non Cash Contri Table1$37,393Fair Market Value (FMV)
Books and Publications-$12,505Fair Market Value (FMV)
Other Non Cash Contri Table1$6,046Fair Market Value (FMV)
Works of Art1$4,000Fair Market Value (FMV)
Total Noncash Contributions5$3,055,175-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$229,732
Grants and Similar Amounts Paid$154,856
Other Expenses$150,173
Total Fundraising Expense$72,986
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$154,856--$154,856
Other Salaries and Wages$55,205$41,520$28,628$125,352
Current Officers, Directors, Trustees, and Key Employees$26,394$19,566$13,582$59,542
Fees for Services Legal-$33,999-$33,999
Office Expenses$5,605$15,021$9,359$29,984
Other Employee Benefits$14,380$7,625$6,274$28,279
Information Technology$9,729$4,275$4,716$18,721
Occupancy$5,034$12,230$592$17,857
Payroll Taxes$6,609$5,899$4,051$16,559
Fees for Service Investment Mgmnt Fees$908$9,538$137$10,584
Insurance-$10,394-$10,394
Fees for Services Other$2,406$1,806$1,275$5,487
Travel$128$1,888$1,798$3,814
Advertising$44$81$1,259$1,383
Fees for Services Accounting-$1,323-$1,323
Conferences and Meetings$49$67$717$833
Depreciation Depletion-$701-$701
Other Expenses$355$85$598$85
Total Functional Expenses$295,669$166,106$72,986$534,761
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ppp Loan$43,000
Lien$2,768
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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, REVIEW and file THE RETURN. MANAGEMENT AND THE FINANCE/INVESTMENT COMMITTEE REVIEWS THE RETURN PRIOR TO PRESENTING IT TO THE BOARD TO VOTE ON FINAL APPROVAL FOR FILING.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements 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

“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.”

Form 990, PART VI, SECTION A, LINE 7

“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 of EITHER THE MEMBERS OR DIRECTORS.”

Form 990, Part VI, Section A, Line 15A

“DETERMINING EXECUTIVE DIRECTOR COMPENSATION: THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY A VARIETY OF METHODS INCLUDING A COMPENSATION COMMITTEE, A COMPENSATION SURVEY OR STUDY, THE FORM 990 OF OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. Specifically, the executive committee reviews salary data in its entirety from related national professional associations and determinations are recorded in board minutes.”

Form 990, Part VI, Section A, Line 2

“Family Relationships: Directors Becky Books and Richard Books have a family relationship.”

Form 990, Part VI, Section A, Line 8B

“The organization had no committees with the authority to act on behalf of the governing body with the exception of the finance committee which has the authority to act in instances involving the Life Partners Trust.”

Form 990, Part VI, Section A, Line 4

“Phillips university merged with phillips university legacy foundation on september 30, 2020.”

Filing and Contact Details

Filer

Filer Name
Phillips University Legacy Foundation Inc
EIN
73-1585868
In Care Of
% ANGELA KAUFMAN
Phone
5802374433
Address
2615 E Randolph, Enid, OK 73701

Signing Officer

Name
Ryan Dearman
Title
President
Phone
7134994600
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ryan Dearman
Formed
2000
Legal Domicile
Ok
Voting Board Members
18
Independent Board Members
18
Employees
6
Volunteers
26

Preparer

Firm
Bkd Llp
Address
110 N Elgin Ave Suite 400, Tulsa, OK 74120-1490
Preparer
Jeanette Verrelli
Phone
9185842900
Supplemental Narrative

Financial Statement Notes

Form 990, Schedule D, PART V

“Endowment funds: quasi endowment funds are designated by the board for scholarships and leadership programs and to fund operations.”

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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/Form990PartVIISectionAGrp/PersonNm6Bob Hall
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IRS990/Form990PartVIISectionAGrp/PersonNm8joanne mcguire
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IRS990/Form990PartVIISectionAGrp/PersonNm15Kathy Coggins
IRS990/Form990PartVIISectionAGrp/PersonNm16Mark Gillett
IRS990/Form990PartVIISectionAGrp/PersonNm17Rick Hendricks
IRS990/Form990PartVIISectionAGrp/PersonNm18Mark Pumphrey
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE-PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Treasurer/Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
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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.
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IRS990/PensionPlanContributionsGrp/TotalAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,438,596
Liabilities
$48,666
Net assets
$5,389,930
Revenue
$3,481,744
Expenses
$534,761
Net income
$2,946,983
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
2021Detailed filing. Detailed filing data is available for this year.$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
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