Civic Intelligence

Phillips Graduate University

990 • Fiscal year 2014 • EIN 95-2849731

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

Organization ProfileWWW.PGI.EDU

View Organization Page

19900 Plummer Street91311

(818) 654-1721

Siviq Scores

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

Liabilities / Assets

89th percentile

0.91x

Higher debt load relative to assets than 89% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

70th percentile

0.48x

Higher debt load relative to revenue than 70% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

18th percentile

-9.1%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

84th percentile

$249,792

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

4th percentile

-22%

Faster asset growth than 4% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

22nd percentile

-6.8%

Faster revenue growth than 22% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$3,275,708

Down $903,919 (-22%) from 2013

Net Assets

Down

$309,176

Down $564,319 (-65%) from 2013

Liabilities

Down

$2,966,532

Down $339,600 (-10%) from 2013

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin18th percentile

Revenue

$6,210,653

No earlier filing loaded for comparison.

Expenses

Up

$6,774,972

Up $185,938 (+2.8%) from 2013

Net Income

-$564,319

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $2,897,855Liabilities 2011: $2,779,077Net Assets 2011: $118,7782011Assets 2012: $4,420,226Liabilities 2012: $3,662,309Net Assets 2012: $757,9172012Assets 2013: $4,179,627Liabilities 2013: $3,306,132Net Assets 2013: $873,4952013Assets 2014: $3,275,708Liabilities 2014: $2,966,532Net Assets 2014: $309,1762014Assets 2015: $3,638,037Liabilities 2015: $2,886,364Net Assets 2015: $751,6732015Assets 2016: $4,221,993Liabilities 2016: $3,394,025Net Assets 2016: $827,9682016Assets 2017: $3,068,204Liabilities 2017: $4,852,056Net Assets 2017: -$1,783,8522017Assets 2018: $4,482,950Liabilities 2018: $4,424,185Net Assets 2018: $58,7652018Assets 2019: $1,658,056Liabilities 2019: $1,388,661Net Assets 2019: $269,3952019Assets 2020: $717,668Liabilities 2020: $1,277,922Net Assets 2020: -$560,2542020Assets 2021: $750,754Liabilities 2021: $1,277,922Net Assets 2021: -$527,1682021Assets 2022: $749,219Liabilities 2022: $1,277,922Net Assets 2022: -$528,7032022Assets 2023: $60,589Liabilities 2023: $0Net Assets 2023: $60,5892023Assets 2024: $141,736Liabilities 2024: $0Net Assets 2024: $141,7362024Assets 2025: $70,378Net Assets 2025: $70,3782025

Highlighted filing

2014

Assets$3,275,708
Liabilities$2,966,532
Net Assets$309,176
Open 2014 Filing

Operations Trend

Revenue Growth22nd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $6,797,295Expenses 2011: $7,008,519Net Income 2011: -$211,2242011Revenue 2012: $7,150,955Expenses 2012: $6,511,816Net Income 2012: $639,1392012Expenses 2013: $6,589,0342013Revenue 2014: $6,210,653Expenses 2014: $6,774,972Net Income 2014: -$564,3192014Revenue 2015: $7,148,257Expenses 2015: $6,705,760Net Income 2015: $442,4972015Revenue 2016: $7,579,514Expenses 2016: $7,503,219Net Income 2016: $76,2952016Revenue 2017: $7,945,480Expenses 2017: $10,167,055Net Income 2017: -$2,221,5752017Revenue 2018: $8,040,678Expenses 2018: $6,741,707Net Income 2018: $1,298,9712018Revenue 2019: $4,019,979Expenses 2019: $3,809,349Net Income 2019: $210,6302019Revenue 2020: $1,857,099Expenses 2020: $2,349,793Net Income 2020: -$492,6942020Revenue 2021: $508,900Expenses 2021: $475,814Net Income 2021: $33,0862021Revenue 2022: $339,904Expenses 2022: $341,439Net Income 2022: -$1,5352022Revenue 2023: $764,865Expenses 2023: $175,573Net Income 2023: $589,2922023Revenue 2024: $275,285Expenses 2024: $194,138Net Income 2024: $81,1472024Revenue 2025: $63,720Expenses 2025: $135,078Net Income 2025: -$71,3582025

Highlighted filing

2014

Revenue$6,210,653
Expenses$6,774,972
Net Income-$564,319
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$6,210,653
Mission and Program Overview

Mission

Our mission is to provide outstanding education and training to students.

Phillips Graduate Institute offers graduate degrees in psychology and consulting. The mission is to provide outstanding education and training to students as well as counseling and consulting services to the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,344,512$1,367,866▲ $23,354
Savings and Temporary Cash Investments$1,963,567$1,044,183▼ $919,384
Prepaid Expenses and Deferred Charges$445,249$516,921▲ $71,672
Land, Buildings, and Equipment, Net$391,353$298,767▼ $92,586
Cash and Non-Interest-Bearing Accounts$34,946$47,971▲ $13,025
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,179,627$3,275,708▼ $903,919
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$2,035,016$1,874,621▼ $160,395
Deferred Revenue$560,934$513,824▼ $47,110
Mortgage Notes Payable Secured by Investment Property$481,082$423,503▼ $57,579
Other Liabilities$229,100$154,584▼ $74,516
Total Liabilities$3,306,132$2,966,532▼ $339,600
Net Assets / Fund Balance
Unrestricted Net Assets$854,227$289,908▼ $564,319
Permanently Rstr Net Assets$10,000$10,000→ $0
Temporarily Rstr Net Assets$9,268$9,268→ $0
Total Net Assets Fund Balance$873,495$309,176▼ $564,319
Total Liabilities and Net Assets / Fund Balance$4,179,627$3,275,708▼ $903,919

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$220,248$323,837$544,085
Other Land Buildings$78,519$407,618$486,137
Leasehold Improvements-$124,941$124,941

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$19,268---$19,268
2012$19,268---$19,268
2011$19,268---$19,268
2010$103,049---$19,268
2009$114,451-▲ $11,402-$103,049
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Yolanda J GormanPresident & CEOFT$220,081$29,711$249,792
Tanya PontepCFOFT$123,163$7,520$130,683
Jose Luis FloresProgram DirectorFT$112,807$10,311$123,118
Josette C YoungVice PresidentFT$69,887$4,032$73,919

Board Members and Trustees

NameTitle
Randall W PhillipsChairman
Mark MoralesVice President
Dale HudsonTrustee
Edwin S CoxTrustee
Eric L MooreTrustee
Faye C MontgomeryTrustee
Katrice McCorkle-MooreTrustee
LaVonne LawsonTrustee
Lawrence N HurwitzTrustee
Mark S McMorrowTrustee
Ralph AmosTrustee
Sally LewTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$168,450
Program Service Revenue
$5,988,777
Investment Income
$2,975
Other Revenue
$50,451
All Other Contributions
$168,450
Change in Net Assets
$-564,319

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,207,678
Revenue Not Reported on Financial Statements
$2,975
Other Revenue Adjustments
$2,975
Total Revenue per Audited Statements
$6,207,678
Total Revenue per Form 990
$6,210,653
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,628,956
Other Expenses$2,146,016
Total Fundraising Expense$76,982
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,857,177$552,899$61,820$3,471,896
Occupancy$664,796$188,716$4,289$857,801
Current Officers, Directors, Trustees, and Key Employees$88,762$512,626-$601,388
Other Employee Benefits$220,247$68,413$5,449$294,109
Payroll Taxes$214,651$42,861$4,051$261,563
Fees for Services Legal-$211,677-$211,677
Office Expenses$135,764$68,864-$204,628
Information Technology$146,680$46,805-$193,485
Fees for Services Other$69,939$56,486-$126,425
Depreciation Depletion$75,240$24,228-$99,468
Conferences and Meetings$40,480$17,070$1,373$58,923
Interest-$40,860-$40,860
Insurance$11,646$26,034-$37,680
Advertising$37,073$356-$37,429
Fees for Services Accounting-$35,000-$35,000
Travel$13,805$16,355-$30,160
Other Expenses$7,433$4,914-$12,347
Total Functional Expenses$4,673,278$2,024,712$76,982$6,774,972

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,774,972
Total Expenses per Audited Statements$6,774,972
Total Expenses per Form 990$6,774,972
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Gregory GormanCEO's spouseLegal servicesNo$129,469

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Obligation$154,584
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Randall W. Phillips, Board Chair, and Edwin S. Cox, Board Member are distant relatives by marriage.Eric L. Moore, Board Member, and Katrice McCorkle-Moore, Board Member, are husband and wife and both serve on the Board of Trustee of Phillips Graduate Institute.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The process for reviewing the Form 990 is as follows: The completed Form 990 is submitted to the Audit Committee for review. Any changes are incorporated prior to submission to the Board of Trustees for review. The Board may submit questions or comments in writing or during a meeting or call. Additional changes/corrections are incorporated and the 990 is submitted to the Board, when possible, prior to submission.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each year, faculty and staff receive faculty handbooks in which the conflict of interest policy is described. All must acknowledge receipt and understanding of the policy and are asked to disclose any interests that could give rise to conflicts.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Determination of the current CEO's (hire in May 2009) salary was based on several factors:1. Available resources2. Qualifications, skills and experiences3 Evaluation of performanceDetermination of other officers and key employees were based on comparability data and available organizational resouces.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, conflict of interest policy, and financial statements are currently available to the public upon request.”

Filing and Contact Details

Filer

EIN
95-2849731
Phone
8186541721

Signing Officer

Name
Yolanda J Gorman
Title
President & CEO
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yolanda J Gorman
Formed
1973
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
11
Employees
158
Volunteers
228

Preparer

Preparer
Tanya Pontep CPA
Phone
8187649336
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Schedule D Part V line 4Temporarily restricted endowed fund of $9,268 and the earnings from the $10,000 permanently restricted endowment are intended for scholarships to be awarded to the Art Therapy students at Phillips Graduate Inatitute. The purpose of the award is for the students to attend the national conference of the American Art Therapy Association.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Interest and dividend $2975”

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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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IRS990/Desc0Academic ProgramsThe academic programs educate, train and prepare students for careers in the following areas: Marriage and Family Therapy, School Counseling, Marriage and Family Therapy/ Art Therapy, School Psychology, Clinical Psychology, and Organizational Consulting. Where applicable, all educational requirements at the state-level are strictly adhered to in all academic programs (MFT, MFT/AT, SC, SP and CPDP), allowing the students to pursue the appropriate professional credentials necessary for success.Continuing Education/Extension provides adjunctive education and training to students, interns and licensed professionals. This education and training enhances the professional development of therapists, counselors and consultants as well as fulfills state licensure requirements as applicable.
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IRS990/Form990PartVIISectionAGrp/PersonNm0Randall W Phillips
IRS990/Form990PartVIISectionAGrp/PersonNm1Edwin S Cox
IRS990/Form990PartVIISectionAGrp/PersonNm2Mark S McMorrow
IRS990/Form990PartVIISectionAGrp/PersonNm3Dale Hudson
IRS990/Form990PartVIISectionAGrp/PersonNm4Eric L Moore
IRS990/Form990PartVIISectionAGrp/PersonNm5Katrice McCorkle-Moore
IRS990/Form990PartVIISectionAGrp/PersonNm6Faye C Montgomery
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IRS990/Form990PartVIISectionAGrp/PersonNm8LaVonne Lawson
IRS990/Form990PartVIISectionAGrp/PersonNm9Ralph Amos
IRS990/Form990PartVIISectionAGrp/PersonNm10Lawrence N Hurwitz
IRS990/Form990PartVIISectionAGrp/PersonNm11Yolanda J Gorman
IRS990/Form990PartVIISectionAGrp/PersonNm12Tanya Pontep
IRS990/Form990PartVIISectionAGrp/PersonNm13Mark Morales
IRS990/Form990PartVIISectionAGrp/PersonNm14Josette C Young
IRS990/Form990PartVIISectionAGrp/PersonNm15Jose Luis Flores
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt15Program Director
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IRS990/MissionDesc0The mission of Phillips Graduate Institute is to provide outstanding education and training to students as well as counseling and consulting services to the community.We inspire personal transformation and professional excellence in an experiential, collaborative and innovative learning environment.Most significant activities: Phillips Graduate Institute offers four Master of Arts (M.A.) degree programs, two Doctoral of Psychology (Psy.D.)degree programs, and a range of elective courses designed to provide students with training in specialized areas of study. In addition, Phillips Graduate Institute offers clinical training for doctoral and masters- level students and interns with the opportunity to provide affordable counseling, psycho-educational assessment as well as other services to the community.
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IRS990/ProgramServiceRevenueGrp/Desc0Counseling Service
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IRS990/ProgSrvcAccomActy2Grp/Desc0Counseling and training programThe Counseling Center at Phillips Graduate Institute trains and supervises students and post-graduate interns in preparation for licensures as marriage and family therapists. To extend mental health services to the public at large, Phillips subsidizes The Counseling Center operations in order to provide low-fee counseling services to the local community, under served populations and off-site partners.
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IRS990/ProgSrvcAccomActy3Grp/Desc0MFT stipend administrationThe California Department of Mental Health initiated educational stipend programs for various disciplines including marriage and family therapists in an effort to address the need for mental health professionals in underserved communities. Funded through the Mental Health Services Act (MHSA), the stipend programs are part of a larger workforce plan to recruit, train, and retain professionals committed to a career in public mental health practice. The California Educational MFT Stipend Program is an incentive program to recruit MFT graduates and address workforce shortages in mental health care throughout the state. In order to implement a statewide recruitment of MFT students for these stipends, the professional organizations and the MFT school administrators formed a network of five regional consortia that reached 19 counties. Phillips Graduate Institute is administering the delivery of stipends through its partnership with the regional consortia. The selected and awarded MFT graduates provide mental health services in understaffed, impoverished ethnic or racial communities. Many awarded MFT graduates are able to provide mental health services in threshold languages other than English and address and can provide clinical service to populations requiring professionals with bilingual and multicultural capacities. Through the application process, the awarded MFT graduates demonstrated a commitment to serving as professionals, the disadvantaged communities where they grew up or still live. Some disclosed their familys challenges of having a member with mental illness and with the struggles of inadequate care, limited resources, and the stigma they experienced. The stipend recipients expressed a desire to continue their dedication to community service as practitioners in the public mental health delivery system.
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,275,708
Liabilities
$2,966,532
Net assets
$309,176
Revenue
$6,210,653
Expenses
$6,774,972
Net income
-$564,319
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.06$0.14$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.28$0.19$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.76$0.18$0.59
2022Detailed filing. Detailed filing data is available for this year.$0.75$1.28$0.53$0.34$0.34$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.75$1.28$0.53$0.51$0.48$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.72$1.28$0.56$1.86$2.35$0.49
2019Detailed filing. Detailed filing data is available for this year.$1.66$1.39$0.27$4.02$3.81$0.21
2018Detailed filing. Detailed filing data is available for this year.$4.48$4.42$0.06$8.04$6.74$1.30
2017Detailed filing. Detailed filing data is available for this year.$3.07$4.85$1.78$7.95$10.2$2.22
2016Detailed filing. Detailed filing data is available for this year.$4.22$3.39$0.83$7.58$7.50$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.64$2.89$0.75$7.15$6.71$0.44
2014Detailed filing. Detailed filing data is available for this year.$3.28$2.97$0.31$6.21$6.77$0.56
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.18$3.31$0.87$6.59
2012Summary only. Only limited summary data is available for this year.$4.42$3.66$0.76$7.15$6.51$0.64
2011Summary only. Only limited summary data is available for this year.$2.90$2.78$0.12$6.80$7.01$0.21