Civic Intelligence

Gary and Joan Phillips Foundation

990PF • Fiscal year 2022 • EIN 83-2947429

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

Organization Profile
10573 Road 94ABridgeport, NE 69336

(308) 262-1321

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

83rd percentile

38%

Higher net margin than 83% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

88th percentile

58%

Faster asset growth than 88% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-99%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$2,050

Up $750 (+58%) from 2021

Net Assets

Up

$2,050

Up $750 (+58%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin83rd percentile

Revenue

Down

$2,000

Down $325,000 (-99%) from 2021

Expenses

Down

$1,250

Down $331,684 (-100%) from 2021

Net Income

Up

$750

Up $6,684 (+113%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$300K$200K$100K$0Assets 2019: $2,284Liabilities 2019: $1Net Assets 2019: $2,2842019Assets 2020: $7,234Liabilities 2020: $1Net Assets 2020: $7,2342020Assets 2021: $1,300Liabilities 2021: $1Net Assets 2021: $1,3002021Assets 2022: $2,050Liabilities 2022: $0Net Assets 2022: $2,0502022Assets 2023: $228,554Liabilities 2023: $1Net Assets 2023: $228,5542023Assets 2024: $104,599Liabilities 2024: $0Net Assets 2024: $104,5992024

Highlighted filing

2022

Assets$2,050
Liabilities$0
Net Assets$2,050
Open 2022 Filing

Operations Trend

Revenue Growth2nd percentile

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

$400K$200K$0-$200KRevenue 2019: $4,000Expenses 2019: $15,716Net Income 2019: -$11,7162019Revenue 2020: $80,000Expenses 2020: $75,050Net Income 2020: $4,9502020Revenue 2021: $327,000Expenses 2021: $332,934Net Income 2021: -$5,9342021Revenue 2022: $2,000Expenses 2022: $1,250Net Income 2022: $7502022Revenue 2023: $230,004Expenses 2023: $3,500Net Income 2023: $226,5042023Revenue 2024: $0Expenses 2024: $123,955Net Income 2024: -$123,9552024

Highlighted filing

2022

Revenue$2,000
Expenses$1,250
Net Income$750
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN K PHILLIPSPresident-$0--
Filing and Contact Details

Filer

Filer Name
Gary and Joan Phillips Foundation
EIN
83-2947429
Phone
3082621321
Address
10573 ROAD 94A, BRIDGEPORT, NE 69336

Signing Officer

Name
Joan K Phillips
Title
President
Signed
2023-05-09

Preparer

Firm
Aspen Tax Group
Address
5334 134th Ave SE, Bellevue, WA 98006
Preparer
Allen W Harimon
Phone
7208269900
Raw XML Appendix175 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/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SHANE C HARIMON
IRS990PF/StatementsRegardingActyGrp/PhoneNum03082252232
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TIGER HAVEN INC.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOAN K PHILLIPS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03082621321
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt010573 ROAD 94A
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN K PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GARY AND JOAN PHILLIPS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GARY
ReturnHeader/Filer/EIN0832947429
ReturnHeader/Filer/PhoneNum03082621321
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ReturnHeader/Filer/USAddress/CityNm0BRIDGEPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841541773
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Aspen Tax Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05334 134th Ave SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bellevue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098006
ReturnHeader/PreparerPersonGrp/PhoneNum07208269900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Allen W Harimon
ReturnHeader/ReturnTs02023-05-09T08:23:16-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOAN K
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PHILLIPS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,050
Liabilities
$0
Net assets
$2,050
Revenue
$2,000
Expenses
$1,250
Net income
$750
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.00$1.24$1.24
2023Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$2.30$0.04$2.27
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.02$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$3.27$3.33$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.80$0.75$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.04$0.16$0.12