Civic Intelligence

Philippians 4

990PF • Fiscal year 2023 • EIN 95-4215570

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 26, 2024

Organization Profile
415 Monarch Bay DrDana Point, CA 92629

(949) 637-3728

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

14th percentile

-44%

Higher net margin than 14% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

66th percentile

8.7%

Faster asset growth than 66% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-54%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,476,711

Up $118,375 (+8.7%) from 2022

Net Assets

Up

$1,476,711

Up $118,375 (+8.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin14th percentile

Revenue

Down

$61,393

Down $72,978 (-54%) from 2022

Expenses

Up

$88,565

Up $2,983 (+3.5%) from 2022

Net Income

Down

-$27,172

Down $75,961 (-156%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $137,713Liabilities 2010: $0Net Assets 2010: $137,7132010Assets 2011: $133,352Liabilities 2011: $02011Assets 2012: $154,870Liabilities 2012: $02012Assets 2013: $154,365Liabilities 2013: $0Net Assets 2013: $154,3652013Assets 2014: $155,910Liabilities 2014: $0Net Assets 2014: $155,9102014Assets 2015: $154,880Liabilities 2015: $02015Assets 2017: $149,482Liabilities 2017: $0Net Assets 2017: $149,4822017Assets 2018: $139,095Liabilities 2018: $0Net Assets 2018: $139,0952018Assets 2019: $132,593Liabilities 2019: $0Net Assets 2019: $132,5932019Assets 2020: $126,354Liabilities 2020: $0Net Assets 2020: $126,3542020Assets 2021: $1,433,670Liabilities 2021: $0Net Assets 2021: $1,433,6702021Assets 2022: $1,358,336Liabilities 2022: $0Net Assets 2022: $1,358,3362022Assets 2023: $1,476,711Liabilities 2023: $0Net Assets 2023: $1,476,7112023Assets 2024: $1,541,302Liabilities 2024: $0Net Assets 2024: $1,541,3022024

Highlighted filing

2023

Assets$1,476,711
Liabilities$0
Net Assets$1,476,711
Open 2023 Filing

Operations Trend

Revenue Growth8th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $10,0002010Revenue 2011: $1,069Expenses 2011: $7,500Net Income 2011: -$6,4312011Revenue 2012: $2,446Expenses 2012: $8,700Net Income 2012: -$6,2542012Revenue 2013: $778Expenses 2013: $10,000Net Income 2013: -$9,2222013Revenue 2014: $811Expenses 2014: $10,000Net Income 2014: -$9,1892014Revenue 2015: $1,615Expenses 2015: $9,000Net Income 2015: -$7,3852015Revenue 2017: $17,494Expenses 2017: $21,572Net Income 2017: -$4,0782017Revenue 2018: $2,489Expenses 2018: $13,525Net Income 2018: -$11,0362018Revenue 2019: $3,027Expenses 2019: $13,123Net Income 2019: -$10,0962019Revenue 2020: $2,407Expenses 2020: $13,110Net Income 2020: -$10,7032020Revenue 2021: $1,401,754Expenses 2021: $93,135Net Income 2021: $1,308,6192021Revenue 2022: $134,371Expenses 2022: $85,582Net Income 2022: $48,7892022Revenue 2023: $61,393Expenses 2023: $88,565Net Income 2023: -$27,1722023Revenue 2024: $79,679Expenses 2024: $93,924Net Income 2024: -$14,2452024

Highlighted filing

2023

Revenue$61,393
Expenses$88,565
Net Income-$27,172
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 26, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT HARVEYPresident-$0--
JANE HARVEYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Philippians 4
EIN
95-4215570
Phone
9496373728
Address
415 MONARCH BAY DR, DANA POINT, CA 92629

Signing Officer

Name
Robert Harvey
Title
President
Signed
2024-03-26
Discuss with paid preparer
Yes

Preparer

Firm
Accudata & Co
Address
301 FOREST AVE, LAGUNA BEACH, CA 92651
Preparer
Gregory M Ward CPA
Phone
9494973371
Raw XML Appendix338 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/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt034064
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-27172
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0157916
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0261
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0130588
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Fidelity 3335 - LT Cap Gain Distribution
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0113
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01476824
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IRS990PF/DistributableAmountGrp/TotalTaxAmt0747
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JANE HARVEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0415 MONARCH BAY DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1415 MONARCH BAY DR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DANA POINT
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092629
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERT HARVEY
IRS990PF/StatementsRegardingActyGrp/PhoneNum09494938953
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt320000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0FREE WHEELCHAIR MISSION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2COMPASSION INTERNATIONAL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3AMERICANS UNITED FOR LIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4ALLIANCE DEFENDING FREEDOM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2UNRELATED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt015279 ALTON PKWY 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12001 West Plano Parkway Suite 1600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt212290 Voyager Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31150 CONNECTICUT AVENUE NW STE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt415100 N 90th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Plano
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Colorado Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Scottsdale
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd485260
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt070289
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt070289
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt077620
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0119350
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09711
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt077620
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09711
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0131350
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0121639
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0113
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DISCREPANCY BETWEEN 1099 AND ANNUAL STMTS
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01215
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1144445
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Accounting Fees Paid on Behalf of Org through Personal Acct
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Unrealized Increase in FMV of Assets - Acct 3335
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt07089
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07089
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ASSET MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07089
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0261
TaxesSchedule/TaxesDetail/Amt0261
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0261
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/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT HARVEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILIPPIANS 4
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0954215570
ReturnHeader/Filer/PhoneNum09496373728
ReturnHeader/Filer/USAddress/AddressLine1Txt0415 MONARCH BAY DR
ReturnHeader/Filer/USAddress/CityNm0DANA POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092629
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474850285
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCUDATA & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 FOREST AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAGUNA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092651
ReturnHeader/PreparerPersonGrp/PhoneNum09494973371
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory M Ward CPA
ReturnHeader/ReturnTs02024-03-26T13:24:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARVEY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,476,711
Liabilities
$0
Net assets
$1,476,711
Revenue
$61,393
Expenses
$88,565
Net income
-$27,172
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.08$0.09$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.06$0.09$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.13$0.09$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$1.40$0.09$1.31
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.00$0.01$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$0.00$0.01$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.00$0.14$0.00$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.02$0.02$0.00
2015Summary only. Only limited summary data is available for this year.$0.15$0.00$0.00$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.00$0.01$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.00$0.01$0.01
2012Summary only. Only limited summary data is available for this year.$0.15$0.00$0.00$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.00$0.01$0.01
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.00$0.14$0.01