Civic Intelligence

Phillips Family Foundation

990T • Fiscal year 2021 • EIN 75-0590214

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

9651 Katy FwyHouston, TX 77024

(713) 659-6100

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2011: $6,110,521Liabilities 2011: $02011Assets 2012: $9,609,183Liabilities 2012: $02012Assets 2013: $12,592,664Liabilities 2013: $02013Assets 2014: $17,608,463Liabilities 2014: $02014Assets 2015: $15,178,980Liabilities 2015: $02015Assets 2019: $35,558,823Liabilities 2019: $02019Assets 2020: $41,970,067Liabilities 2020: $0Net Assets 2020: $41,970,0672020Assets 2021: $46,400,982Liabilities 2021: $0Net Assets 2021: $46,400,9822021Assets 2022: $47,121,939Liabilities 2022: $0Net Assets 2022: $47,121,9392022Assets 2023: $52,603,322Liabilities 2023: $12,000Net Assets 2023: $52,591,3222023Assets 2024: $85,718,082Liabilities 2024: $0Net Assets 2024: $85,718,0822024

Latest loaded filing

2024

Assets$85,718,082
Liabilities$0
Net Assets$85,718,082

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2011: $2,876,509Expenses 2011: $1,252,968Net Income 2011: $1,623,5412011Revenue 2012: $7,398,465Expenses 2012: $1,951,761Net Income 2012: $5,446,7042012Revenue 2013: $6,299,663Expenses 2013: $1,579,968Net Income 2013: $4,719,6952013Revenue 2014: $8,021,643Expenses 2014: $1,735,363Net Income 2014: $6,286,2802014Revenue 2015: $270,062Expenses 2015: $2,642,214Net Income 2015: -$2,372,1522015Revenue 2019: $9,156,863Expenses 2019: $3,589,691Net Income 2019: $5,567,1722019Revenue 2020: $11,908,042Expenses 2020: $3,528,150Net Income 2020: $8,379,8922020Revenue 2021: $10,507,873Expenses 2021: $4,406,785Net Income 2021: $6,101,0882021Revenue 2022: $7,797,825Expenses 2022: $5,511,553Net Income 2022: $2,286,2722022Revenue 2023: $14,122,466Expenses 2023: $5,373,353Net Income 2023: $8,749,1132023Revenue 2024: $49,133,283Expenses 2024: $5,421,446Net Income 2024: $43,711,8372024

Latest loaded filing

2024

Revenue$49,133,283
Expenses$5,421,446
Net Income$43,711,837
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.1
Filing and Contact Details

Filer

Filer Name
Phillips Family Foundation
EIN
75-0590214
Phone
7136596100
Address
9651 Katy Fwy, Houston, TX 77024

Signing Officer

Name
D Martin Phillips
Title
President
Phone
7136596100
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Jay F Rea CPA
Address
One Sugar Creek Center Boulevard Su, Sugar Land, TX 77478
Preparer
Jay F Rea
Phone
2815659200
Raw XML Appendix72 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
IRS990T/BalanceDueAmt01293
IRS990T/BooksInCareOfDetail/PersonNm0Kathy Lopez
IRS990T/BooksInCareOfDetail/PhoneNum07136596100
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt09651 Katy Freeway Suite 600
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd077024
IRS990T/BookValueAssetsEOYAmt046400982
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ExtsnRequestIncomeTaxPaidAmt00
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PriorYearOverpaymentCreditAmt03289
IRS990TScheduleA/PrincipalBusinessActivityCd0211110
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt021818
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt021818
IRS990TScheduleA/TotUnrltTrdBusIncmAmt021818
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0From various limited partnerships
IRS990TScheduleA/UBIBeforeNOLDedAmt021818
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt021818
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt04582
IRS990T/TaxLessCreditsAmt04582
IRS990T/TotalPaymentsAmt03289
IRS990T/TotalTaxAmt04582
IRS990T/TotalTaxComputationAmt04582
IRS990T/TotalUBTIAmt021818
IRS990T/TotalUBTIBeforeNOLSpecificAmt021818
IRS990T/TotalUBTIBeforeSection199AAmt021818
IRS990T/TotalUBTIComputedAmt021818
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0D Martin Phillips
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07136596100
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phillips Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0750590214
ReturnHeader/Filer/PhoneNum07136596100
ReturnHeader/Filer/USAddress/AddressLine1Txt09651 Katy Fwy
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760262208
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jay F Rea CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Sugar Creek Center Boulevard Su
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sugar Land
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077478
ReturnHeader/PreparerPersonGrp/PhoneNum02815659200
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jay F Rea
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-03T10:51:55-07:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0D Martin
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Phillips
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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