Civic Intelligence

Phillips University Legacy Foundation Inc

990 • Fiscal year 2022 • EIN 73-1585868

Jul 01, 2021 to Jun 30, 2022 • Filed on May 10, 2023

Organization Profilewww.pulf.org
2615 E Randolph AveEnid, OK 73701

(817) 907-1770

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.02x

Higher debt load relative to revenue than 29% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

56th percentile

9.9%

Higher net margin than 56% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

19th percentile

-10%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-81%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$4,882,061

Down $556,535 (-10%) from 2021

Net Assets

Down

$4,871,089

Down $518,841 (-9.6%) from 2021

Liabilities

Down

$10,972

Down $37,694 (-77%) from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin56th percentile

Revenue

Down

$672,302

Down $2,809,442 (-81%) from 2021

Expenses

Up

$605,946

Up $71,185 (+13%) from 2021

Net Income

Down

$66,356

Down $2,880,627 (-98%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2022

Assets$4,882,061
Liabilities$10,972
Net Assets$4,871,089
Open 2022 Filing

Operations Trend

Revenue Growth2nd 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

2022

Revenue$672,302
Expenses$605,946
Net Income$66,356
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 10, 2023
Return Version
2021v4.2
Gross Receipts
$672,302
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.

The mission of Philips University Legacy Foundation is to develop leaders who will transform the world by providing leadership development and scholarships that honor the legacy of Phillips University while making education more accessible, affordable and transformative.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,281,584$3,848,922▼ $432,662
Cash and Non-Interest-Bearing Accounts$182,971$100,949▼ $82,022
Savings and Temporary Cash Investments$99,607$97,520▼ $2,087
Land, Buildings, and Equipment, Net$37,743--
Accounts Receivable$761--
Total Assets$5,438,596$4,882,061▼ $556,535
Other Assets Total$835,930$834,670▼ $1,260
Liabilities
Accounts Payable and Accrued Expenses$2,898$8,204▲ $5,306
Other Liabilities$45,768$2,768▼ $43,000
Total Liabilities$48,666$10,972▼ $37,694
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,389,930$4,871,089▼ $518,841
Total Net Assets Fund Balance$5,389,930$4,871,089▼ $518,841
Total Liabilities and Net Assets / Fund Balance$5,438,596$4,882,061▼ $556,535

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$38,443$38,443
Other Assets Org$16,094--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,149,083$109,194▼ $160,449-$1,076,300
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
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Ryan DeArmanPresident
Mark GillettVice President
Charlette Gallagher-AllredDirector
David GrayDirector
Janetta CravensDirector
JoAnn McGuireDirector
Kirby GouldDirector
Mark PumphreyDirector
Nancy PhillipsDirector
Richard BooksDirector
Rick HendricksDirector
Sue ChaelDirector
Kathy CogginsFormer Treasurer
Becky BooksSecretary
Robert HallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$353,830
Program Service Revenue
$0
Investment Income
$146,781
Other Revenue
$171,691
All Other Contributions
$353,830
Change in Net Assets
$66,356
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$235,917
Other Expenses$197,014
Grants and Similar Amounts Paid$173,015
Total Fundraising Expense$89,252
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$173,015--$173,015
Current Officers, Directors, Trustees, and Key Employees$59,066$18,750$37,316$115,132
Other Salaries and Wages$37,256$29,804$5,157$72,217
Depreciation Depletion-$38,443-$38,443
Office Expenses$7,095$8,449$19,702$35,246
Other Employee Benefits$20,125$7,741$2,454$30,320
Information Technology$5,819$6,341$13,373$25,533
Occupancy$9,607$10,372$761$20,740
Payroll Taxes$8,384$6,259$3,605$18,248
Fees for Services Accounting$10,190$6,615-$16,805
Travel$5,200$7,346$4,208$16,754
Fees for Services Other$5,530$1,372$1,850$8,752
Insurance-$5,415-$5,415
Conferences and Meetings$3,099$41$266$3,406
Fees for Services Legal-$3,336-$3,336
Advertising$1,941$980-$2,921
Fees for Service Investment Mgmnt Fees-$1,584-$1,584
All Other Expenses-$1,381-$1,381
Other Expenses$900$286$175$1,186
Total Functional Expenses$361,139$155,555$89,252$605,946
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lien$2,768
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“Two of the directors are married to one another.”

Form 990 governing body review Part VI line 11

“The organization uses an outside accounting firm to prepare, review and file the return. Management and the finance committee reviews the return prior to presenting it to the board to vote on final approval for filing.”

Conflict of interest policy compliance Part VI line 12C

“Board memebers are required annually to complete a conflict of interest questionnaire. In the event a conflict arises, the board member notifies the board and appropriate actions are taken.”

CEO executive director top management comp Part VI line 15A

“A compensation committee reviewed executive director compensation. They consulted the forms 990 of other organizations as well as compensation surveys. The final compensation was approved by the board.”

Other officer or key employee compensation Part VI line 15B

“The board consulted compensation surveys when setting other salaries.”

Governing documents etc available to public Part VI line 19

“The organizations governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Phillips Unversity Legacy Foundation
EIN
73-1585868
Address
2615 E Randolph Ave, Enid, OK 73701

Signing Officer

Name
Mark Gillett
Title
President
Signed
2023-05-10
Discuss with paid preparer
No

Organization Details

Formed
2000
Legal Domicile
Ok
Voting Board Members
15
Independent Board Members
15
Employees
7

Preparer

Firm
Dora Rajkhowa CPA PLLC
Address
3715 245th Ave SE, Issaquah, WA 98029
Preparer
Dora Rajkhowa
Phone
4252703667
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Adjustment to rollforward 2020 balances”

Financial Statement Notes

Endowment funds intended uses (Part V, line 4)

“The endowments provide scholarships for undergraduate and graduate studentsat higher education institutions similar to Phillips University throughoutthe country. These scholarships along with our leadership developmentprograms make higher education and graduate theological education moreaccessible, affordable and transformative.”

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,882,061
Liabilities
$10,972
Net assets
$4,871,089
Revenue
$672,302
Expenses
$605,946
Net income
$66,356
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
2022Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

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