Civic Intelligence

Walter and Susan Phillips Family Foundation

990PF • Fiscal year 2019 • EIN 81-4244653

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 05, 2020

Organization Profile
co KMS Law Offices 1055 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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

75th percentile

20%

Higher net margin than 75% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

51st percentile

1.3%

Faster asset growth than 51% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

97%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$257,908

Up $3,196 (+1.3%) from 2018

Net Assets

Up

$257,907

Up $3,195 (+1.3%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin75th percentile

Revenue

Up

$16,145

Up $7,941 (+97%) from 2018

Expenses

Up

$12,951

Up $2,429 (+23%) from 2018

Net Income

Up

$3,194

Up $5,512 (+238%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st 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: $1Net 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

2019

Assets$257,908
Liabilities$1
Net Assets$257,907
Open 2019 Filing

Operations Trend

Revenue Growth92nd 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

2019

Revenue$16,145
Expenses$12,951
Net Income$3,194
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 5, 2020
Return Version
2019v5.0
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 1055 Westlake Dr, Berwyn, PA 19312

Signing Officer

Name
Walter S Phillips
Title
President
Phone
6105247865
Signed
2020-03-05
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 Appendix287 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17803 Tall Oaks Dr
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011332
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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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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt039388
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0unrecognized gain loss
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt012573
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt012573
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0balancing adjustment
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Walter Susan Phillips
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0co KMS Law Offices 1055 Westlake Dr
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Berwyn
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0PA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd019312
TaxesSchedule/TaxesDetail/Amt069
TaxesSchedule/TaxesDetail/CategoryTxt0Net Investment Income Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt069
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Walter S Phillips
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06105247865
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phillips Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0814244653
ReturnHeader/Filer/PhoneNum06105247865
ReturnHeader/Filer/USAddress/AddressLine1Txt0co KMS Law Offices 1055 Westlake Dr
ReturnHeader/Filer/USAddress/CityNm0Berwyn
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019312
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0754EEE6A8ADEBD12B7B6C363F13D294AA2671DDE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0754EEE6A8ADEBD12B7B6C363F13D294AA2671DDE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.3.244.180
ReturnHeader/FilingSecurityInformation/IPDt02020-03-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:20:27
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/PreparationDt02020-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Eicher
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-03-05T11:40:05-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$257,908
Liabilities
$1
Net assets
$257,907
Revenue
$16,145
Expenses
$12,951
Net income
$3,194
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