Civic Intelligence

Amy Phillips Charitable Foundation

990PF • Fiscal year 2020 • EIN 95-4525435

Jan 01, 2020 to Dec 31, 2020 • Filed on May 15, 2021

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

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

1st percentile

-559%

Higher net margin than 1% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$87,680

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 151.8% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

13th percentile

-5.6%

Faster asset growth than 13% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-81%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Down

$5,445,011

Down $322,662 (-5.6%) from 2019

Net Assets

Down

$5,445,011

Down $322,662 (-5.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$57,768

Down $246,179 (-81%) from 2019

Expenses

Up

$380,430

Up $13,668 (+3.7%) from 2019

Net Income

Down

-$322,662

Down $259,847 (-414%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$5,445,011
Liabilities$0
Net Assets$5,445,011

Operations Trend

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

2020

Revenue$57,768
Expenses$380,430
Net Income-$322,662
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Foundtn MgrPT$87,680-$87,680
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 Trustee
Title
Foundtn Mgr
Phone
3105595824
Signed
2021-05-15

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 Appendix339 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/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090034
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03105595824
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt085000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt140000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt450000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HARMONY PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CLARE FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PROMISES FOUNDATIONMIRIAM'S HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3STUART HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4LOS ANGELES LGBT CENTER
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/AddressLine1Txt04322 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/AddressLine1Txt41625 N SCHRADER BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0STE 101
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/CityNm4LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290066
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490028
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0275000
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/AppliedToCurrentYearAmt067816
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0281488
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0350144
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0349304
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0282328
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0281488
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESCO DB BASE METALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESCO DB PRECIOUS METALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INVESCO DB AGRICULTURE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04944
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2159
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt321
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4246
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04944
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2159
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt321
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4246
TaxesSchedule/TaxesDetail/Amt0549
TaxesSchedule/TaxesDetail/Amt185
TaxesSchedule/TaxesDetail/Amt22826
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0549
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT C ZAPEL TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDTN MGR
ReturnHeader/BusinessOfficerGrp/PhoneNum03105595824
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
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/PreparationDt02021-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID FENTON
ReturnHeader/ReturnTs02021-05-13T22:20:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZAPEL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2020Detailed filing. Detailed filing data is available for this year.$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