Civic Intelligence

Amy Phillips Charitable Foundation

990PF • Fiscal year 2014 • EIN 95-4525435

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
2716 Bagley AvenueLos Angeles, CA 90034

(310) 559-5824

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

45th percentile

1.9%

Higher net margin than 45% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

38th percentile

$67,427

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 19.2% of source-year revenue.

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

39th percentile

0.1%

Faster asset growth than 39% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

79th percentile

29%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$6,247,787

Up $6,812 (+0.1%) from 2013

Net Assets

$6,247,787

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin45th percentile

Revenue

Up

$351,728

Up $79,000 (+29%) from 2013

Expenses

Up

$344,916

Up $29,690 (+9.4%) from 2013

Net Income

Up

$6,812

Up $49,310 (+116%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,377,840Liabilities 2011: $02011Assets 2012: $6,283,473Liabilities 2012: $02012Assets 2013: $6,240,975Liabilities 2013: $02013Assets 2014: $6,247,787Liabilities 2014: $0Net Assets 2014: $6,247,7872014Assets 2015: $6,097,479Liabilities 2015: $0Net Assets 2015: $6,097,4792015Assets 2016: $5,970,661Liabilities 2016: $0Net Assets 2016: $5,970,6612016Assets 2017: $5,884,930Liabilities 2017: $0Net Assets 2017: $5,884,9302017Assets 2018: $5,830,488Liabilities 2018: $0Net Assets 2018: $5,830,4882018Assets 2019: $5,767,673Liabilities 2019: $0Net Assets 2019: $5,767,6732019Assets 2020: $5,445,011Liabilities 2020: $0Net Assets 2020: $5,445,0112020Assets 2021: $5,296,403Liabilities 2021: $14,457Net Assets 2021: $5,281,9462021Assets 2022: $5,186,689Liabilities 2022: $14,458Net Assets 2022: $5,172,2312022Assets 2023: $4,912,841Liabilities 2023: $12023Assets 2024: $4,755,930Liabilities 2024: $0Net Assets 2024: $4,755,9302024

Highlighted filing

2014

Assets$6,247,787
Liabilities$0
Net Assets$6,247,787
Open 2014 Filing

Operations Trend

Revenue Growth79th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $333,361Expenses 2011: $291,170Net Income 2011: $42,1912011Revenue 2012: $250,184Expenses 2012: $344,551Net Income 2012: -$94,3672012Revenue 2013: $272,728Expenses 2013: $315,226Net Income 2013: -$42,4982013Revenue 2014: $351,728Expenses 2014: $344,916Net Income 2014: $6,8122014Revenue 2015: $209,740Expenses 2015: $360,048Net Income 2015: -$150,3082015Revenue 2016: $229,107Expenses 2016: $355,925Net Income 2016: -$126,8182016Revenue 2017: $270,154Expenses 2017: $355,885Net Income 2017: -$85,7312017Revenue 2018: $304,415Expenses 2018: $358,857Net Income 2018: -$54,4422018Revenue 2019: $303,947Expenses 2019: $366,762Net Income 2019: -$62,8152019Revenue 2020: $57,768Expenses 2020: $380,430Net Income 2020: -$322,6622020Revenue 2021: $215,800Expenses 2021: $378,865Net Income 2021: -$163,0652021Revenue 2022: $291,483Expenses 2022: $401,198Net Income 2022: -$109,7152022Revenue 2023: $177,601Expenses 2023: $436,991Net Income 2023: -$259,3902023Revenue 2024: $256,163Expenses 2024: $414,902Net Income 2024: -$158,7392024

Highlighted filing

2014

Revenue$351,728
Expenses$344,916
Net Income$6,812
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Foundtn Mgr-$67,427-$67,427
Filing and Contact Details

Filer

Filer Name
Amy Phillips Charitable Foundation
EIN
95-4525435
Phone
3105595824
Address
2716 BAGLEY AVENUE, LOS ANGELES, CA 90034

Signing Officer

Name
Robert C Zapel
Title
Trustee
Phone
3105595824
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Fenton & Ross an Accountancy Corp
Address
10866 WILSHIRE BLVD STE 1250, LOS ANGELES, CA 90024-4349
Preparer
David Fenton
Phone
3104776440
Raw XML Appendix351 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/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT C ZAPEL TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0333 SOUTH GRAND AVE 52ND FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090071
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02134867155
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt340000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEWISH BIG BROTHERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CLARE FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE PROMISES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3STUART HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CAMP DEL CORAZON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06505 WILSHIRE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1909 PICO BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 662087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31223 WISHIRE BLVD NO 410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt411615 HESBY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NORTH HOLLYWOOD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090048
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290066
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0260800
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/AppliedToCurrentYearAmt050017
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0269259
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0333080
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0319276
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0283063
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0269259
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POWERSHARES DB PRECIOUS METAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3POWERSHARES DB BASE METALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4POWERSHARES DB AGRICULTURE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01291
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0430
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1152
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01721
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1152
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3225
TaxesSchedule/TaxesDetail/Amt0757
TaxesSchedule/TaxesDetail/Amt185
TaxesSchedule/TaxesDetail/Amt24804
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0757
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT C ZAPEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03105595824
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMY PHILLIPS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AMYP
ReturnHeader/Filer/EIN0954525435
ReturnHeader/Filer/PhoneNum03105595824
ReturnHeader/Filer/USAddress/AddressLine1Txt02716 BAGLEY AVENUE
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090034
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421608837
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FENTON & ROSS AN ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010866 WILSHIRE BLVD STE 1250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900244349
ReturnHeader/PreparerPersonGrp/PhoneNum03104776440
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID FENTON
ReturnHeader/ReturnTs02015-05-12T18:54:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$6,247,787
Liabilities
$0
Net assets
$6,247,787
Revenue
$351,728
Expenses
$344,916
Net income
$6,812
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.26$0.41$0.16
2023Summary only. Only limited summary data is available for this year.$4.91$0.00$0.18$0.44$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.19$0.01$5.17$0.29$0.40$0.11
2021Detailed filing. Detailed filing data is available for this year.$5.30$0.01$5.28$0.22$0.38$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$0.00$5.45$0.06$0.38$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.77$0.00$5.77$0.30$0.37$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.83$0.00$5.83$0.30$0.36$0.05
2017Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.27$0.36$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.97$0.00$5.97$0.23$0.36$0.13
2015Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.21$0.36$0.15
2014Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.35$0.34$0.01
2013Summary only. Only limited summary data is available for this year.$6.24$0.00$0.27$0.32$0.04
2012Summary only. Only limited summary data is available for this year.$6.28$0.00$0.25$0.34$0.09
2011Summary only. Only limited summary data is available for this year.$6.38$0.00$0.33$0.29$0.04