Civic Intelligence

Walter and Susan Phillips Family Foundation

990PF • Fiscal year 2020 • EIN 81-4244653

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

Organization Profile
co KMS Law Offices 1235 Westlake DrBerwyn, PA 19312

(610) 524-7865

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

80th percentile

32%

Higher net margin than 80% 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

53rd percentile

2.6%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

83rd percentile

29%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$264,622

Up $6,714 (+2.6%) from 2019

Net Assets

Up

$264,622

Up $6,715 (+2.6%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin80th percentile

Revenue

Up

$20,870

Up $4,725 (+29%) from 2019

Expenses

Up

$14,154

Up $1,203 (+9.3%) from 2019

Net Income

Up

$6,716

Up $3,522 (+110%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$400K$300K$200K$100K$0Assets 2018: $254,712Liabilities 2018: $0Net Assets 2018: $254,7122018Assets 2019: $257,908Liabilities 2019: $1Net Assets 2019: $257,9072019Assets 2020: $264,622Liabilities 2020: $0Net Assets 2020: $264,6222020Assets 2021: $267,811Liabilities 2021: $1Net Assets 2021: $267,8112021Assets 2022: $256,397Liabilities 2022: $1Net Assets 2022: $256,3972022Assets 2023: $257,112Liabilities 2023: $1Net Assets 2023: $257,1122023Assets 2024: $328,837Liabilities 2024: $0Net Assets 2024: $328,8372024

Highlighted filing

2020

Assets$264,622
Liabilities$0
Net Assets$264,622
Open 2020 Filing

Operations Trend

Revenue Growth83rd percentile

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

$100K$50K$0-$50KRevenue 2018: $8,204Expenses 2018: $10,522Net Income 2018: -$2,3182018Revenue 2019: $16,145Expenses 2019: $12,951Net Income 2019: $3,1942019Revenue 2020: $20,870Expenses 2020: $14,154Net Income 2020: $6,7162020Revenue 2021: $16,911Expenses 2021: $13,735Net Income 2021: $3,1762021Revenue 2022: $1,813Expenses 2022: $13,229Net Income 2022: -$11,4162022Revenue 2023: $14,371Expenses 2023: $13,656Net Income 2023: $7152023Revenue 2024: $86,773Expenses 2024: $15,048Net Income 2024: $71,7252024

Highlighted filing

2020

Revenue$20,870
Expenses$14,154
Net Income$6,716
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Walter S PhillipsTrustee-$0--
Laura P ProvineTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Phillips Family Foundation
EIN
81-4244653
Phone
6105247865
Address
co KMS Law Offices 1235 Westlake Dr, Berwyn, PA 19312

Signing Officer

Name
Walter S Phillips
Title
President
Signed
2021-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Jeffrey D Eicher JD CPA
Address
234 Foxhurst Dr, Pittsburgh, PA 15238
Preparer
Jeffrey D Eicher
Phone
4129630277
Raw XML Appendix338 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/PersonNm1Laura P Provine
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Mountain Trails Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Utah Olympic Legacy Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3National Ability Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Utah Avalanche Center
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 754
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 580337
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31000 Ability Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 521353
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1American Fork
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Park City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Salt Lake City
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0868
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011332
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08406
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012200
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07538
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Walter and Susan Phillips
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02558 Countryside Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Wexford
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LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0663
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt012573
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0unrecognized gain loss
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt085951
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt085951
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment fees
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SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Walter Susan Phillips
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TaxesSchedule/TaxesDetail/Amt082
TaxesSchedule/TaxesDetail/CategoryTxt0Net Investment Income Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt082
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Walter S Phillips
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phillips Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0814244653
ReturnHeader/Filer/PhoneNum06105247865
ReturnHeader/Filer/USAddress/AddressLine1Txt0co KMS Law Offices 1235 Westlake Dr
ReturnHeader/Filer/USAddress/CityNm0Berwyn
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019312
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jeffrey D Eicher JD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0234 Foxhurst Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pittsburgh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015238
ReturnHeader/PreparerPersonGrp/PhoneNum04129630277
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Eicher
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-12T10:29:51-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Walter
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Phillips
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$264,622
Liabilities
$0
Net assets
$264,622
Revenue
$20,870
Expenses
$14,154
Net income
$6,716
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.87$0.15$0.72
2023Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.14$0.14$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.02$0.13$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.17$0.14$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.21$0.14$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.16$0.13$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.08$0.11$0.02