Civic Intelligence

Charles H Phipps Foundation

990PF • Fiscal year 2011 • EIN 75-2750645

May 01, 2010 to Apr 30, 2011 • Filed on May 24, 2011

C/O MI Trust CO Na11270 W Park Pl S53224
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

32nd percentile

-3.1%

Faster asset growth than 32% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$3,291,746

Down $105,086 (-3.1%) from 2010

Net Assets

Down

$3,291,746

Down $105,086 (-3.1%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$198,127

Up $7,262 (+3.8%) from 2010

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.

$6.0M$4.0M$2.0M$0Assets 2010: $3,396,832Liabilities 2010: $0Net Assets 2010: $3,396,8322010Assets 2011: $3,291,746Liabilities 2011: $0Net Assets 2011: $3,291,7462011Assets 2012: $3,199,341Liabilities 2012: $12012Assets 2013: $3,183,143Liabilities 2013: $02013Assets 2014: $4,248,532Liabilities 2014: $02014Assets 2015: $4,316,393Liabilities 2015: $0Net Assets 2015: $4,316,3932015Assets 2016: $4,007,851Liabilities 2016: $0Net Assets 2016: $4,007,8512016Assets 2018: $4,519,927Liabilities 2018: $0Net Assets 2018: $4,519,9272018Assets 2019: $4,732,545Liabilities 2019: $0Net Assets 2019: $4,732,5452019Assets 2020: $4,408,598Liabilities 2020: $0Net Assets 2020: $4,408,5982020Assets 2021: $5,453,413Liabilities 2021: $0Net Assets 2021: $5,453,4132021Assets 2022: $5,067,513Liabilities 2022: $0Net Assets 2022: $5,067,5132022Assets 2023: $3,154,951Liabilities 2023: $12023

Highlighted filing

2011

Assets$3,291,746
Liabilities$0
Net Assets$3,291,746

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $190,8652010Expenses 2011: $198,1272011Revenue 2012: $106,645Expenses 2012: $196,708Net Income 2012: -$90,0632012Revenue 2013: $193,166Expenses 2013: $198,573Net Income 2013: -$5,4072013Revenue 2014: $241,590Expenses 2014: $214,334Net Income 2014: $27,2562014Revenue 2015: $167,779Expenses 2015: $244,580Net Income 2015: -$76,8012015Revenue 2016: $86,987Expenses 2016: $242,409Net Income 2016: -$155,4222016Revenue 2018: $288,326Expenses 2018: $241,429Net Income 2018: $46,8972018Revenue 2019: $349,147Expenses 2019: $240,876Net Income 2019: $108,2712019Revenue 2020: $265,610Expenses 2020: $260,880Net Income 2020: $4,7302020Revenue 2021: $362,911Expenses 2021: $280,152Net Income 2021: $82,7592021Revenue 2022: $327,976Expenses 2022: $264,586Net Income 2022: $63,3902022Revenue 2023: $258,276Expenses 2023: $332,882Net Income 2023: -$74,6062023

Highlighted filing

2011

Revenue-
Expenses$198,127
Net Income-
Jump To
Filing Snapshot
Filing Period
May 1, 2010 to Apr 30, 2011
Signed
May 24, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES H PHIPPSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNOTRE DAME SCHOOLEducationN/ADALLAS, TX, US$33,000
Paid GrantDOWN SYNDROME GUILD OF DALLASMedicalN/ARICHARDSON, TX, US$30,000
Paid GrantTHE ARC OF DALLASCommunityN/ADALLAS, TX, US$23,000
Paid GrantMEALS ON WHEELS AUSTINHumanitarianN/AAUSTIN, TX, US$15,000
Paid GrantCAPITAL AREA FOOD BANKCommunityN/AAUSTIN, TX, US$15,000
Paid GrantJUNIOR LEAGUE OF AUSTINCommunityN/AAUSTIN, TX, US$15,000
Paid GrantMISSIONAIRES OF CHARITYHumanitarianN/ADALLAS, TX, US$10,000
Paid GrantCOLLIN COUNTY ADULT CLINICCharitable MedicalN/APLANO, TX, US$7,500
Paid GrantCARITAS OF AUSTINCommunityN/AAUSTIN, TX, US$7,500
Paid GrantJONATHANS PLACECommunityN/AGARLAND, TX, US$7,500
Paid GrantSANTA CLARA OF ASSISIEducationN/ADALLAS, TX, US$5,227
Paid GrantFAMILY ELDERCAREHumanitarianN/AAUSTIN, TX, US$5,000
Paid GrantVINCARE SERVICES- ST LOUISE HOUSECommunityN/AAUSTIN, TX, US$5,000
Paid GrantMOBILE LOAVES & FISHESCommunityN/AWEST LAKE HILLS, TX, US$5,000
Filing and Contact Details

Filer

EIN
75-2750645
Raw XML Appendix384 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.

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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CHARLES H PHIPPS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13DOWN SYNDROME GUILD OF DALLAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14THE ARC OF DALLAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15COLLIN COUNTY ADULT CLINIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16VINCARE SERVICES- ST LOUISE HOUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17NOTRE DAME SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18CARITAS OF AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19CAPITAL AREA FOOD BANK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110MOBILE LOAVES & FISHES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111JUNIOR LEAGUE OF AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112JONATHANS PLACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine113SANTA CLARA OF ASSISI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus11N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus12N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus13N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102210 HANCOCK DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112704 HARANDALE AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine123227 E 5TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13701 N CENTRAL EXPRESSWAY SUITE 5-I
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1412700 HILLCREST RD SUITE 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine152520 AVENUE K SUITE 100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine162026 GUADALUPE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine172018 ALLEN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18PO BOX 1947
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine198201 S CONGRESS AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1105455 BEE CAVE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1115416 PARKCREST SUITE 100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1126065 DUCK CREEK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine113321 CALUMET AVE A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1DALLAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3RICHARDSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4DALLAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5PLANO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7DALLAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10WEST LAKE HILLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City12GARLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City13DALLAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State12TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State13TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode078756
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode175216
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode278702
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode375080
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode475230
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode575074
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode678705
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode775204
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode8787671947
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode978745
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1078746
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1178731
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1275043
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1375211
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0183727
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToYear10178727
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0186588
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus05000
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY05000
IRS990PF/UndistributedIncome/QualifyingDistributions0183727
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus05000
IRS990PF/UndistributedIncome/UndistributedIncomeCY0181588
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0178727
OtherDecreasesSchedule/OtherDecreases/Amount01114
OtherDecreasesSchedule/OtherDecreases/Amount1656
OtherDecreasesSchedule/OtherDecreases/Description0Amortization of Premium
OtherDecreasesSchedule/OtherDecreases/Description1Accrual & timing difference
OtherIncomeSchedule2/OtherIncome/Description0Excise Tax Refund
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0429
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount011628
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount1900
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0MARSHALL & ILSLEY AGENCY FEES FOR FOUNDATION ACCOUNT
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1Marshall & Ilsley Tax Preparation
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome011628
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome1900
TaxesSchedule/Taxes/Amount0876
TaxesSchedule/Taxes/Amount1996
TaxesSchedule/Taxes/Category0Excise Tax
TaxesSchedule/Taxes/Category1Foreign Tax
TaxesSchedule/Taxes/NetInvestmentIncome0996
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0752750645
ReturnHeader/Filer/Name/BusinessNameLine10CHARLES H PHIPPS FOUNDATION AGENCY
ReturnHeader/Filer/NameControl0CHAR
ReturnHeader/Filer/Phone04803487702
ReturnHeader/Filer/USAddress/AddressLine10C/O MI TRUST CO NA11270 W PARK PL S
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053224
ReturnHeader/Officer/DateSigned02011-05-24
ReturnHeader/Officer/Name0CHARLES PHIPPS
ReturnHeader/Officer/Phone04803487702
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02011-06-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10M & I TRUST CO NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1011270 WEST PARK PLACE SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053224
ReturnHeader/Preparer/Name0LAURA LESPERANCE CPA
ReturnHeader/Preparer/Phone04148153500
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-05-01
ReturnHeader/TaxPeriodEndDate02011-04-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-06-09T08:11:20-07:00

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