Civic Intelligence

The Philbeck Foundation

990PF • Fiscal year 2018 • EIN 82-3708311

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

Organization Profile
5541 E Dartmoor DrMonroe, MI 48161

(734) 241-7200

Siviq Scores

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

Liabilities / Assets

46th percentile

0.01x

Higher debt load relative to assets than 46% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

43rd percentile

0.01x

Higher debt load relative to revenue than 43% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets46th percentile

Assets

$530,706

No earlier filing loaded for comparison.

Net Assets

$527,563

No earlier filing loaded for comparison.

Liabilities

$3,143

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin98th percentile

Revenue

$565,754

No earlier filing loaded for comparison.

Expenses

$40,279

No earlier filing loaded for comparison.

Net Income

$525,475

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2018: $530,706Liabilities 2018: $3,143Net Assets 2018: $527,5632018Assets 2019: $1,084,684Liabilities 2019: $1,186Net Assets 2019: $1,083,4982019Assets 2020: $999,273Liabilities 2020: $12,973Net Assets 2020: $986,3002020Assets 2021: $1,098,892Liabilities 2021: $21,925Net Assets 2021: $1,076,9672021Assets 2022: $1,259,048Liabilities 2022: $263,700Net Assets 2022: $995,3482022Assets 2023: $1,295,704Liabilities 2023: $263,700Net Assets 2023: $1,032,0042023Assets 2024: $1,289,122Liabilities 2024: $263,700Net Assets 2024: $1,025,4222024Assets 2025: $1,306,948Liabilities 2025: $267,248Net Assets 2025: $1,039,7002025

Highlighted filing

2018

Assets$530,706
Liabilities$3,143
Net Assets$527,563
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KRevenue 2018: $565,754Expenses 2018: $40,279Net Income 2018: $525,4752018Revenue 2019: $693,230Expenses 2019: $136,223Net Income 2019: $557,0072019Revenue 2020: $61,005Expenses 2020: $131,856Net Income 2020: -$70,8512020Revenue 2021: $198,331Expenses 2021: $174,018Net Income 2021: $24,3132021Revenue 2022: $90,178Expenses 2022: $73,752Net Income 2022: $16,4262022Revenue 2023: $98,191Expenses 2023: $106,097Net Income 2023: -$7,9062023Revenue 2024: $38,119Expenses 2024: $82,733Net Income 2024: -$44,6142024Revenue 2025: $219,845Expenses 2025: $268,250Net Income 2025: -$48,4052025

Highlighted filing

2018

Revenue$565,754
Expenses$40,279
Net Income$525,475
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DORY PHILBECKPresident-$0--
RYAN PHILBECKDirector-$0--
TRAVIS PHILBECKVice Preside-$0--
GRANT ANSELTreasurer-$0--
RYAN HAUSERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Philbeck Foundation
EIN
82-3708311
Address
5541 E DARTMOOR DR, MONROE, MI 48161

Signing Officer

Name
Dory Philbeck
Title
President
Phone
7344971277
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Cooley Hehl Sabo & Calkins Pllc
Address
1 SOUTH MONROE, MONROE, MI 48161
Preparer
Nicklaus W Calkins
Phone
7342417200
Raw XML Appendix350 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DORY PHILBECK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07344971277
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MONROE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd048161
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ORGANIZATIONS THAT SHARE THE MISSION OF SUPPORTING UNDERPRIVILEGED OR ORPHANED CHILDREN IN MONROE COUNTY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MISSION FUNDRAISER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MISSIONARY SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CONTRIBUTION TO MISSIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JELLICO CGMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1EVANGELICAL FREE CHURCH OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LIVING CHURCH OF FIVE MILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 29
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1901 E 78TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt216908 US-68
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JELLICO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MT ORAB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd245154
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020500
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/AppliedToCurrentYearAmt026091
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026091
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013484
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013484
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039575
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013484
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013484
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0PATRIOT GROUP CONSTRUCTION LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RYAN PHILBECK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01004 W HURD RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt15541 E DARTMOOR DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MONROE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1MONROE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd048162
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd148161
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0556029
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15486
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WEB DESIGN
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04609
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11480
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04609
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11480
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02088
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL LIABILITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02403
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12108
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2127
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt3704
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LEGAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3CHARLES SCHWAB
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt12108
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt2127
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0704
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0PATRIOT GROUP CONSTRUTION LLC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt01004 W HURD RD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0MONROE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd048162
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DORY PHILBECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07344971277
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHILBECK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0823708311
ReturnHeader/Filer/USAddress/AddressLine1Txt05541 E DARTMOOR DR
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048161
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId086284C0FA5B0946C419EF4864B0F87B2748A2146
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId086284C0FA5B0946C419EF4864B0F87B2748A2146
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.197.125.177
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:52:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381335762
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COOLEY HEHL SABO & CALKINS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 SOUTH MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048161
ReturnHeader/PreparerPersonGrp/PhoneNum07342417200
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICKLAUS W CALKINS
ReturnHeader/ReturnTs02018-11-15T14:52:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
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
$530,706
Liabilities
$3,143
Net assets
$527,563
Revenue
$565,754
Expenses
$40,279
Net income
$525,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.31$0.27$1.04$0.22$0.27$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.26$1.03$0.04$0.08$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.26$1.03$0.10$0.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.26$0.26$1.00$0.09$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.02$1.08$0.20$0.17$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.01$0.99$0.06$0.13$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.69$0.14$0.56
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.57$0.04$0.53