Civic Intelligence

Robert and Shirley Phillips Family Foundation

990PF • Fiscal year 2022 • EIN 76-0604378

Apr 01, 2021 to Mar 31, 2022 • Filed on Aug 01, 2022

Organization Profile
8 Crestwood DrHouston, TX 77007

(832) 519-2201

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

16th percentile

-36%

Higher net margin than 16% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

3rd percentile

-98%

Faster asset growth than 3% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$847

Down $34,219 (-98%) from 2021

Net Assets

Down

$847

Down $34,219 (-98%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin16th percentile

Revenue

Up

$95,003

Up $96,906 (+5092%) from 2021

Expenses

Down

$129,222

Down $3,019 (-2.3%) from 2021

Net Income

Up

-$34,219

Up $99,925 (+74%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$300K$200K$100K$0Assets 2010: $279,163Liabilities 2010: $0Net Assets 2010: $279,1632010Assets 2011: $193,440Liabilities 2011: $0Net Assets 2011: $193,4402011Assets 2012: $154,660Liabilities 2012: $0Net Assets 2012: $154,6602012Assets 2013: $25,450Liabilities 2013: $1Net Assets 2013: $25,4502013Assets 2014: $19,670Liabilities 2014: $1Net Assets 2014: $19,6702014Assets 2015: $13,514Liabilities 2015: $1Net Assets 2015: $13,5142015Assets 2016: $8,565Liabilities 2016: $1Net Assets 2016: $8,5652016Assets 2017: $8,622Liabilities 2017: $0Net Assets 2017: $8,6222017Assets 2018: $8,676Liabilities 2018: $0Net Assets 2018: $8,6762018Assets 2019: $167,943Liabilities 2019: $0Net Assets 2019: $167,9432019Assets 2020: $169,210Liabilities 2020: $1Net Assets 2020: $169,2102020Assets 2021: $35,066Liabilities 2021: $1Net Assets 2021: $35,0662021Assets 2022: $847Liabilities 2022: $1Net Assets 2022: $8472022Assets 2023: $124Liabilities 2023: $0Net Assets 2023: $1242023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2022

Assets$847
Liabilities$1
Net Assets$847
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $118,7682010Expenses 2011: $94,0352011Expenses 2012: $78,6352012Revenue 2013: $1,153Expenses 2013: $100,676Net Income 2013: -$99,5232013Revenue 2014: $1,291Expenses 2014: $7,071Net Income 2014: -$5,7802014Revenue 2015: $21,149Expenses 2015: $27,305Net Income 2015: -$6,1562015Revenue 2016: $1,049Expenses 2016: $5,998Net Income 2016: -$4,9492016Revenue 2017: $1,063Expenses 2017: $1,006Net Income 2017: $572017Revenue 2018: $1,055Expenses 2018: $1,001Net Income 2018: $542018Revenue 2019: $250,881Expenses 2019: $91,614Net Income 2019: $159,2672019Revenue 2020: $98,594Expenses 2020: $97,327Net Income 2020: $1,2672020Revenue 2021: -$1,903Expenses 2021: $132,241Net Income 2021: -$134,1442021Revenue 2022: $95,003Expenses 2022: $129,222Net Income 2022: -$34,2192022Revenue 2023: $10,752Expenses 2023: $11,475Net Income 2023: -$7232023Revenue 2024: $1,280Expenses 2024: $1,404Net Income 2024: -$1242024

Highlighted filing

2022

Revenue$95,003
Expenses$129,222
Net Income-$34,219
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Aug 1, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT G PHILLIPSPresident-$0--
BRITTANY K FAULKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Phillips 5k Foundation
EIN
76-0604378
Phone
8325192201
Address
8 CRESTWOOD DR, HOUSTON, TX 77007

Signing Officer

Name
Robert G Phillips
Title
President
Signed
2022-08-01
Discuss with paid preparer
Yes

Preparer

Firm
Paul J Cashiola CPA
Address
11706 Spriggs Way, Houston, TX 77024
Preparer
Paul Cashiola CPA
Phone
7138990338
Raw XML Appendix281 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/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt014483
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014483
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0217
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0713
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IRS990PF/NameChangeInd0X
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08325192201
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3RECIPE FOR SUCCESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4STAR OF HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5TEXAS CHRISTIAN UNIVERSITY
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0713
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0713
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0117630
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt080142
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt080969
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0401818
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0123077
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0117630
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt080142
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt080969
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0123790
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0123077
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0401818
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0278741
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT G PHILLIPS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt08 CRESTWOOD DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HOUSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077007
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt095000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03719
TaxesSchedule/TaxesDetail/Amt0238
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT G PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILLIPS 5K FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0760604378
ReturnHeader/Filer/PhoneNum08325192201
ReturnHeader/Filer/USAddress/AddressLine1Txt08 CRESTWOOD DR
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077007
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741993210
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Paul J Cashiola CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011706 Spriggs Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077024
ReturnHeader/PreparerPersonGrp/PhoneNum07138990338
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL CASHIOLA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-08-01T13:52:56-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PHILLIPS
ReturnHeader/TaxPeriodBeginDt02021-04-01
ReturnHeader/TaxPeriodEndDt02022-03-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$847
Liabilities
$1
Net assets
$847
Revenue
$95,003
Expenses
$129,222
Net income
-$34,219
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.01$0.01$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11$0.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.95$1.29$0.34
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.02$1.32$1.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.99$0.97$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$2.51$0.92$1.59
2018Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.01$0.01$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.01$0.01$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.01$0.06$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.21$0.27$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.01$0.07$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.01$1.01$1.00
2012Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.79
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.94
2010Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$1.19