Civic Intelligence

Jn Phillips Foundation Inc

990PF • Fiscal year 2018 • EIN 80-0299318

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 15, 2019

Organization Profile
11 Wheeling AvenueWoburn, MA 01801

(781) 939-3400

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

98th percentile

451%

Faster asset growth than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-21%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$42,288

Up $34,613 (+451%) from 2017

Net Assets

Up

$42,288

Up $34,613 (+451%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

Down

$40,036

Down $10,639 (-21%) from 2017

Expenses

Down

$5,423

Down $45,695 (-89%) from 2017

Net Income

Up

$34,613

Up $35,056 (+7913%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$60K$40K$20K$0Assets 2011: $1Liabilities 2011: $12011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $11,253Liabilities 2015: $02015Assets 2016: $8,118Liabilities 2016: $0Net Assets 2016: $8,1182016Assets 2017: $7,675Liabilities 2017: $0Net Assets 2017: $7,6752017Assets 2018: $42,288Liabilities 2018: $0Net Assets 2018: $42,2882018Assets 2019: $31,403Liabilities 2019: $0Net Assets 2019: $31,4032019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2018

Assets$42,288
Liabilities$0
Net Assets$42,288
Open 2018 Filing

Operations Trend

Revenue Growth22nd percentile

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

$100K$50K$0-$50KRevenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Expenses 2012: $02012Expenses 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $13,753Expenses 2015: $2,500Net Income 2015: $11,2532015Revenue 2016: $15,185Expenses 2016: $18,320Net Income 2016: -$3,1352016Revenue 2017: $50,675Expenses 2017: $51,118Net Income 2017: -$4432017Revenue 2018: $40,036Expenses 2018: $5,423Net Income 2018: $34,6132018Revenue 2019: $38,325Expenses 2019: $49,210Net Income 2019: -$10,8852019Revenue 2020: $5,250Expenses 2020: $36,653Net Income 2020: -$31,4032020

Highlighted filing

2018

Revenue$40,036
Expenses$5,423
Net Income$34,613
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 15, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAUREEN CONFALONETreasurer-$0--
ROBERT ROSENFIELDPresident/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Jn Phillips Foundation Inc
EIN
80-0299318
Phone
7819393400
Address
11 WHEELING AVENUE, WOBURN, MA 01801

Signing Officer

Name
Maureen Confalone
Title
Treasurer
Phone
7819393400
Signed
2019-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
80 CITY SQUARE, BOSTON, MA 02129
Preparer
Lynne Johnson
Phone
6179129000
Raw XML Appendix342 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THERE IS AN APPLICATION FORM TO COMPLETE. THE APPLICANT NEEDS TO PROVIDE AN ACADEMIC HIGH SCHOOL TRANSCRIPT AND A 500+ WORD ESSAY DESCRIBING THE APPLICANT, THE APPLICANT'S ASPIRATIONS AND HOW THEY EMBODY THE MISSION AND VALUES OF THE ROSEMARIE SHAUGHNESSY SCHOLARSHIP.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THIS AWARD IS OFFERED TO GRADUATING HIGH SCHOOL SENIORS TO HELP OFFSET THEIR COLLEGE TUITION EXPENSES DURING THEIR FRESHMAN YEAR. ELIGIBILITY FOR THE SCHOLARSHIP AWARD, IN THE AMOUNT OF $2,500, IS AVAILABLE TO JN PHILLIPS PARTNER INSURANCE AGENCIES, CARRIERS, AND THEIR FAMILIES. ELIGIBLE CANDIDATES MAY INCLUDE CHILDREN, GRANDCHILDREN, NIECES AND NEPHEWS OF PEOPLE IN THE INSURANCE INDUSTRY (AGENCY OR CARRIER).
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BROOKE HALDEMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020 DONNA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15 COUNTRY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PEABODY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ALBANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001960
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd112203
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
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/AppliedToCurrentYearAmt0942
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt044492
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013058
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt061802
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04252
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt044492
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013058
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05194
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04252
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt061802
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt057550
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0CARLEX GLASS AMERICA LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1MINTZ LEVIN COHN FERRIS GLOVSKY & POPEO PC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2PILKINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07200 CENTENNIAL BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1ONE FINANCIAL CENTER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2811 MADISON AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NASHVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2TOLEDO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd037209
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd102111
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd2436045684
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt25000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0536
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt12185
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1EVENT RECEIPTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0536
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12185
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0MA AG FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MAUREEN CONFALONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07819393400
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JN PHILLIPS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JNPH
ReturnHeader/Filer/EIN0800299318
ReturnHeader/Filer/PhoneNum07819393400
ReturnHeader/Filer/USAddress/AddressLine1Txt011 WHEELING AVENUE
ReturnHeader/Filer/USAddress/CityNm0WOBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001801
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05986EA02A50E5C1C2A76B2DCE64E771EF2BE8307
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.98.98.129
ReturnHeader/FilingSecurityInformation/IPDt02019-07-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:25:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 CITY SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002129
ReturnHeader/PreparerPersonGrp/PhoneNum06179129000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNNE JOHNSON
ReturnHeader/ReturnTs02019-07-15T15:37:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,288
Liabilities
$0
Net assets
$42,288
Revenue
$40,036
Expenses
$5,423
Net income
$34,613
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$5.25$36.7$31.4
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.4$0.00$31.4$38.3$49.2$10.9
2018Detailed filing. Detailed filing data is available for this year.$42.3$0.00$42.3$40.0$5.42$34.6
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.68$0.00$7.68$50.7$51.1$0.44
2016Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$15.2$18.3$3.14
2015Summary only. Only limited summary data is available for this year.$11.3$0.00$13.8$2.50$11.3
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00