Civic Intelligence

Phillips University Legacy Foundation Inc

990 • Fiscal year 2023 • EIN 73-1585868

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

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

(580) 237-4433

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

28th percentile

0.01x

Higher debt load relative to revenue than 28% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

26th percentile

-7.5%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

42nd percentile

1.7%

Faster asset growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-8.0%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Flat

$4,963,370

Flat from 2023

Net Assets

Flat

$4,956,045

Flat from 2023

Liabilities

Flat

$7,325

Flat from 2023

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin26th percentile

Revenue

Flat

$618,493

Flat from 2023

Expenses

Flat

$664,820

Flat from 2023

Net Income

Flat

-$46,327

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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 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

2023

Assets$4,963,370
Liabilities$7,325
Net Assets$4,956,045
Open 2023 Filing

Operations Trend

Revenue Growth27th 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 2023: $618,493Expenses 2023: $664,820Net Income 2023: -$46,3272023Revenue 2024: $686,238Expenses 2024: $657,555Net Income 2024: $28,6832024

Highlighted filing

2023

Revenue$618,493
Expenses$664,820
Net Income-$46,327
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$2,015,213
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 Phillips 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$3,848,922$4,063,803▲ $214,881
Cash and Non-Interest-Bearing Accounts$100,949$64,384▼ $36,565
Savings and Temporary Cash Investments$97,520$21,652▼ $75,868
Total Assets$4,882,061$4,963,370▲ $81,309
Other Assets Total$834,670$813,531▼ $21,139
Liabilities
Accounts Payable and Accrued Expenses$8,204$7,325▼ $879
Other Liabilities$2,768--
Total Liabilities$10,972$7,325▼ $3,647
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,176,099$3,164,916▼ $11,183
Net Assets With Donor Restrictions$1,694,990$1,791,129▲ $96,139
Total Net Assets Fund Balance$4,871,089$4,956,045▲ $84,956
Total Liabilities and Net Assets / Fund Balance$4,882,061$4,963,370▲ $81,309

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$4,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,076,300$115,713▲ $76,444-$1,237,483
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
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Mark GillettPresident
Charlette Gallagher-AllredVice President
Alexis GammonDirector
Cassie Sexton-RiggsDirector
David GrayDirector
JoAnn McGuireDirector
Kirby GouldDirector
Mark PumphreyDirector
Nancy PhillipsDirector
Richard BooksDirector
Rick HendricksDirector
Ryan DeArmanDirector
Janetta CravensSecretary
Robert HallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$289,946
Program Service Revenue
$1,503
Investment Income
$193,090
Other Revenue
$133,954
All Other Contributions
$289,946
Change in Net Assets
$-46,327
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$279,860
Other Expenses$212,930
Grants and Similar Amounts Paid$172,030
Total Fundraising Expense$104,277
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$172,030--$172,030
Current Officers, Directors, Trustees, and Key Employees$84,170$29,250$48,255$161,675
Other Salaries and Wages$23,580$28,258$7,860$59,698
Other Employee Benefits$20,155$10,776$9,834$40,765
Travel$22,690$6,504$9,264$38,458
Fees for Services Other-$25,899-$25,899
Advertising$11,486-$13,617$25,103
Occupancy$10,661$7,582$5,331$23,574
Information Technology$6,643$9,179$4,623$20,445
Fees for Services Accounting-$19,005-$19,005
Payroll Taxes$8,691$4,717$4,314$17,722
Office Expenses$259$6,144$270$6,673
Insurance-$4,709-$4,709
Fees for Service Investment Mgmnt Fees-$4,526-$4,526
Other Expenses$152$1,837$700$2,689
All Other Expenses$327$1,701$209$2,237
Total Functional Expenses$400,456$160,087$104,277$664,820
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
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

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/investment 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 members 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
2024-05-15
Discuss with paid preparer
No

Organization Details

Formed
2000
Legal Domicile
Ok
Voting Board Members
14
Independent Board Members
14
Employees
5
Volunteers
21

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

“Unrealized gain on investments 132,499Correction to prior year (1,216)”

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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/OfficeExpensesGrp/FundraisingAmt0270
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IRS990/OfficeExpensesGrp/TotalAmt06673
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt020155
IRS990/OtherEmployeeBenefitsGrp/TotalAmt040765
IRS990/OtherExpensesGrp/Desc0LDC Program Direct Costs
IRS990/OtherExpensesGrp/Desc1Alumni relations
IRS990/OtherExpensesGrp/Desc2Duessubscriptions
IRS990/OtherExpensesGrp/Desc3Continuing Education
IRS990/OtherExpensesGrp/FundraisingAmt0700
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01837
IRS990/OtherExpensesGrp/ProgramServicesAmt023380
IRS990/OtherExpensesGrp/ProgramServicesAmt115917
IRS990/OtherExpensesGrp/ProgramServicesAmt2315
IRS990/OtherExpensesGrp/ProgramServicesAmt3152
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IRS990/OtherExpensesGrp/TotalAmt115917
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IRS990/OtherRevenueTotalAmt01511
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt07860
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt028258
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt023580
IRS990/OtherSalariesAndWagesGrp/TotalAmt059698
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04314
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04717
IRS990/PayrollTaxesGrp/ProgramServicesAmt08691
IRS990/PayrollTaxesGrp/TotalAmt017722
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IRS990/PYTotalRevenueAmt0672302
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IRS990/ReconcilationRevenueExpnssAmt0-46327
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
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IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt0132443
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03315616
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0365711
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt063101
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt010462
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0669380
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01149083

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,963,370
Liabilities
$7,325
Net assets
$4,956,045
Revenue
$618,493
Expenses
$664,820
Net income
-$46,327
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
2023Detailed filing. Detailed filing data is available for this year.$4.96$0.01$4.96$0.62$0.66$0.05
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
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