Civic Intelligence

George H Philips Trust

990PF • Fiscal year 2021 • EIN 75-6200888

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

Organization Profile
PO Box 2020Tyler, TX 75710-2020

(903) 535-4276

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

82nd percentile

45%

Higher net margin than 82% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

66th percentile

$13,481

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

49th percentile

6.2%

Faster asset growth than 49% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

60%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$670,409

Up $39,207 (+6.2%) from 2020

Net Assets

Up

$670,409

Up $39,207 (+6.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin82nd percentile

Revenue

Up

$87,215

Up $32,538 (+60%) from 2020

Expenses

Down

$48,008

Down $7,845 (-14%) from 2020

Net Income

Up

$39,207

Up $40,383 (+3434%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$800K$600K$400K$200K$0Assets 2011: $470,923Liabilities 2011: $02011Assets 2012: $498,753Liabilities 2012: $0Net Assets 2012: $498,7532012Assets 2013: $508,404Liabilities 2013: $0Net Assets 2013: $508,4042013Assets 2014: $527,532Liabilities 2014: $0Net Assets 2014: $527,5322014Assets 2015: $540,130Liabilities 2015: $0Net Assets 2015: $540,1302015Assets 2016: $572,645Liabilities 2016: $0Net Assets 2016: $572,6452016Assets 2017: $625,110Liabilities 2017: $0Net Assets 2017: $625,1102017Assets 2018: $629,667Liabilities 2018: $0Net Assets 2018: $629,6672018Assets 2019: $632,192Liabilities 2019: $0Net Assets 2019: $632,1922019Assets 2020: $631,202Liabilities 2020: $0Net Assets 2020: $631,2022020Assets 2021: $670,409Liabilities 2021: $0Net Assets 2021: $670,4092021Assets 2022: $598,285Liabilities 2022: $0Net Assets 2022: $598,2852022Assets 2023: $596,097Liabilities 2023: $0Net Assets 2023: $596,0972023Assets 2024: $603,888Liabilities 2024: $0Net Assets 2024: $603,8882024

Highlighted filing

2021

Assets$670,409
Liabilities$0
Net Assets$670,409
Open 2021 Filing

Operations Trend

Revenue Growth75th percentile

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

$200K$100K$0-$100KRevenue 2011: $71,962Expenses 2011: $58,122Net Income 2011: $13,8402011Expenses 2012: $98,5762012Revenue 2013: $72,425Expenses 2013: $62,719Net Income 2013: $9,7062013Revenue 2014: $77,209Expenses 2014: $58,305Net Income 2014: $18,9042014Revenue 2015: $59,821Expenses 2015: $47,246Net Income 2015: $12,5752015Revenue 2016: $76,268Expenses 2016: $42,359Net Income 2016: $33,9092016Revenue 2017: $109,067Expenses 2017: $56,977Net Income 2017: $52,0902017Revenue 2018: $55,065Expenses 2018: $55,470Net Income 2018: -$4052018Revenue 2019: $61,887Expenses 2019: $59,110Net Income 2019: $2,7772019Revenue 2020: $54,677Expenses 2020: $55,853Net Income 2020: -$1,1762020Revenue 2021: $87,215Expenses 2021: $48,008Net Income 2021: $39,2072021Revenue 2022: $64,550Expenses 2022: $136,674Net Income 2022: -$72,1242022Revenue 2023: $62,429Expenses 2023: $64,617Net Income 2023: -$2,1882023Revenue 2024: $74,749Expenses 2024: $66,958Net Income 2024: $7,7912024

Highlighted filing

2021

Revenue$87,215
Expenses$48,008
Net Income$39,207
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$13,481-$13,481
Filing and Contact Details

Filer

Filer Name
George H Philips Trust
EIN
75-6200888
Phone
9035354276
Address
PO BOX 2020, TYLER, TX 75710-2020

Signing Officer

Name
Regions Bank
Title
Trustee
Phone
9035354276
Signed
2022-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Gollob Morgan Peddy Pc
Address
1001 ESE LOOP 323 STE 300, TYLER, TX 75701
Preparer
Kristen L Gusa
Phone
9035340088
Raw XML Appendix372 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/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02020
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd01
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0REGIONS BANK TRUST DEPT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 2020
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TYLER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0757102020
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09035354276
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025902
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT RELIGIOUS ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRST BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0301 W FERGUSON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TYLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075702
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025902
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt030222
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039988
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030222
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt05717
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt039988
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt035939
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ROYALTY EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02100
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt025427
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt19900
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OIL & GAS ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1LEASE BONUS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt025427
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt19900
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt025427
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt19900
TaxesSchedule/TaxesDetail/Amt01300
TaxesSchedule/TaxesDetail/Amt1180
TaxesSchedule/TaxesDetail/Amt21157
TaxesSchedule/TaxesDetail/Amt388
TaxesSchedule/TaxesDetail/CategoryTxt0AD VALOREM TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2PRODUCTION TAXES
TaxesSchedule/TaxesDetail/CategoryTxt3NET EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01300
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1180
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt21157
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09035354276
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGE H PHILIPS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0756200888
ReturnHeader/Filer/PhoneNum09035354276
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2020
ReturnHeader/Filer/USAddress/CityNm0TYLER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0757102020
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752147296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOLLOB MORGAN PEDDY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 ESE LOOP 323 STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TYLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075701
ReturnHeader/PreparerPersonGrp/PhoneNum09035340088
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN L GUSA
ReturnHeader/ReturnTs02022-05-13T13:47:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0REGIONS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BANK
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$670,409
Liabilities
$0
Net assets
$670,409
Revenue
$87,215
Expenses
$48,008
Net income
$39,207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.75$0.67$0.08
2023Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.62$0.65$0.02
2022Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.65$1.37$0.72
2021Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.87$0.48$0.39
2020Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.55$0.56$0.01
2019Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.62$0.59$0.03
2018Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.55$0.55$0.00
2017Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$1.09$0.57$0.52
2016Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.76$0.42$0.34
2015Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.60$0.47$0.13
2014Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.77$0.58$0.19
2013Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.72$0.63$0.10
2012Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.99
2011Summary only. Only limited summary data is available for this year.$4.71$0.00$0.72$0.58$0.14