Civic Intelligence

Robert and Shirley Phillips Family Foundation

990PF • Fiscal year 2020 • EIN 76-0604378

Apr 01, 2019 to Mar 31, 2020 • Filed on Aug 14, 2020

Organization Profile
8 Crestwood DrHouston, TX 77007

(832) 519-2222

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

45th percentile

1.3%

Higher net margin than 45% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

49th percentile

0.8%

Faster asset growth than 49% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-61%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$169,210

Up $1,267 (+0.8%) from 2019

Net Assets

Up

$169,210

Up $1,267 (+0.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin45th percentile

Revenue

Down

$98,594

Down $152,287 (-61%) from 2019

Expenses

Up

$97,327

Up $5,713 (+6.2%) from 2019

Net Income

Down

$1,267

Down $158,000 (-99%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th 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: $0Net 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

2020

Assets$169,210
Liabilities$0
Net Assets$169,210
Open 2020 Filing

Operations Trend

Revenue Growth17th percentile

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

2020

Revenue$98,594
Expenses$97,327
Net Income$1,267
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Aug 14, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Filer

Filer Name
The Robert and Shirley Phillips Family
EIN
76-0604378
Phone
8325192222
Address
8 CRESTWOOD DR, HOUSTON, TX 77007

Signing Officer

Name
Robert G Phillips
Title
President
Phone
8325192222
Signed
2020-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Paul J Cashiola CPA
Address
11706 Spriggs Way, Houston, TX 77024-2615
Preparer
Paul Cashiola CPA
Phone
7138990338
Raw XML Appendix326 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT G PHILLIPS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SKY HIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ST LUKES UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5TEXAS CHRISTIAN UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7WESTMINSTER DAY SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011140 GREENBAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 301146
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22525 WASHINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt39800 RICHMOND AVE STE 335
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43471 WESTHEIMER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52800 S UNIVERSITY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 66567
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt75801 SAN FELIPE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7HOUSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd377042
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd477027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd576129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd677266
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd777057
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt090102
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt09960
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09960
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt080969
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04934
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt025578
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt025578
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0166045
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt080142
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt080969
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04934
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt090102
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt080142
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0191623
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0111481
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06250
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt029882
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FROM K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt029882
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt029882
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT G PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08325192222
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERT AND SHIRLEY PHILLIPS FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0760604378
ReturnHeader/Filer/PhoneNum08325192222
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/ZIPCd0770242615
ReturnHeader/PreparerPersonGrp/PhoneNum07138990338
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Cashiola CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-08-14T10:10:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$169,210
Liabilities
$0
Net assets
$169,210
Revenue
$98,594
Expenses
$97,327
Net income
$1,267
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
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
2020Detailed filing. Detailed filing data is available for this year.$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