Civic Intelligence

James and Mary Ann Philippone Charitable

EIN 83-3521472 • Rochester, NY

31 East Main Street 4000Rochester, NY 14614
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T20 • <$500k nonprofits • Source year 2024

Net Margin

47th percentile

0.0%

Higher net margin than 47% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

NTEE T20 • <$500k nonprofits • Source year 2024

Asset Growth

3rd percentile

-100%

Faster asset growth than 3% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

-0.7%

Faster revenue growth than 47% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1 (-100%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Flat

$0

Flat from 2023

Operations
Liabilities / Revenue85th percentileNet Margin47th percentile

Revenue

Down

$675

Down $5 (-0.7%) from 2023

Expenses

Down

$675

Down $5 (-0.7%) from 2023

Net Income

Flat

$0

Flat from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1$0Assets 2018: $1Liabilities 2018: $1Net Assets 2018: $02018Assets 2019: $1Liabilities 2019: $1Net Assets 2019: $02019Assets 2020: $1Liabilities 2020: $1Net Assets 2020: $02020Assets 2021: $1Liabilities 2021: $1Net Assets 2021: $02021Assets 2022: $1Liabilities 2022: $1Net Assets 2022: $02022Assets 2023: $1Liabilities 2023: $1Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800$600$400$200$0Revenue 2018: $1Expenses 2018: $0Net Income 2018: $12018Revenue 2019: $1Expenses 2019: $0Net Income 2019: $12019Revenue 2020: $766Expenses 2020: $766Net Income 2020: $02020Revenue 2021: $550Expenses 2021: $550Net Income 2021: $02021Revenue 2022: $620Expenses 2022: $620Net Income 2022: $02022Revenue 2023: $680Expenses 2023: $680Net Income 2023: $02023Revenue 2024: $675Expenses 2024: $675Net Income 2024: $02024

Highlighted filing

2024

Revenue$675
Expenses$675
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$675
Expenses
$675
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0$0$0$675$675$0
2023Detailed filing. Detailed filing data is available for this year.$1$1$0$680$680$0
2022Detailed filing. Detailed filing data is available for this year.$1$1$0$620$620$0
2021Detailed filing. Detailed filing data is available for this year.$1$1$0$550$550$0
2020Detailed filing. Detailed filing data is available for this year.$1$1$0$766$766$0
2019Detailed filing. Detailed filing data is available for this year.$1$1$0$1$0$1
2018Detailed filing. Detailed filing data is available for this year.$1$1$0$1$0$1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 3, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James PhilipponePresident-$0--
Mary Ann PhilipponeExecutive VP-$0--
Martin PhilipponeVP-$0--
Jay PhilipponeVP-$0--
Ann PhilipponeVP-$0--
Alex PhilipponeSecretary-$0--
Steven PhilipponeTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
James and Mary Ann Philippone Charitable
EIN
83-3521472
Phone
5853257455
Address
31 East Main Street 4000, Rochester, NY 14614

Signing Officer

Name
Martin Philippone
Title
Vice President
Phone
5853257455
Signed
2025-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Heveron & Company CPAs PLLC
Address
260 Plymouth Avenue South, Rochester, NY 14608
Preparer
Daniel O'Dea
Phone
5852322956
Raw XML Appendix286 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/PersonNm0James Philippone
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Mary Ann Philippone
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Martin Philippone
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Jay Philippone
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Ann Philippone
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Alex Philippone
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Steven Philippone
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0680
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0620
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0550
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0766
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03291
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0680
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0620
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0550
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0766
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0675
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0675
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03291
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02616
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0New York State Filing Fee
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Martin Philippone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum05853257455
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0James and Mary Ann Philippone Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0833521472
ReturnHeader/Filer/PhoneNum05853257455
ReturnHeader/Filer/USAddress/AddressLine1Txt031 East Main Street 4000
ReturnHeader/Filer/USAddress/CityNm0Rochester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014614
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271895149
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Heveron & Company CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0260 Plymouth Avenue South
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rochester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014608
ReturnHeader/PreparerPersonGrp/PhoneNum05852322956
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel O'Dea
ReturnHeader/ReturnTs02025-04-07T09:16:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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