Civic Intelligence

Amy Phillips Charitable Foundation

990PF • Fiscal year 2021 • EIN 95-4525435

Jan 01, 2021 to Dec 31, 2021 • Filed on May 15, 2022

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

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

45th percentile

0.07x

Higher debt load relative to revenue than 45% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

5th percentile

-76%

Higher net margin than 5% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

44th percentile

$65,511

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 30.4% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

16th percentile

-2.7%

Faster asset growth than 16% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

274%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$5,296,403

Down $148,608 (-2.7%) from 2020

Net Assets

Down

$5,281,946

Down $163,065 (-3.0%) from 2020

Liabilities

Up

$14,457

Up $14,457 from 2020

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin5th percentile

Revenue

Up

$215,800

Up $158,032 (+274%) from 2020

Expenses

Down

$378,865

Down $1,565 (-0.4%) from 2020

Net Income

Up

-$163,065

Up $159,597 (+49%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2021

Assets$5,296,403
Liabilities$14,457
Net Assets$5,281,946
Open 2021 Filing

Operations Trend

Revenue Growth93rd 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

2021

Revenue$215,800
Expenses$378,865
Net Income-$163,065
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 15, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Foundtn MgrPT$65,511-$65,511
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
2022-05-15

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 Appendix334 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/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum03105595824
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt095000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt275000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HARMONY PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PROMISES FOUNDATIONMIRIAM'S HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2STUART HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3LOS ANGELES LGBT CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 662087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21223 WISHIRE BLVD NO 410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31625 N SCHRADER BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0STE 101
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390028
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0295000
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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/AppliedToCurrentYearAmt069730
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0282328
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0398751
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0352058
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0329021
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0282328
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESCO DB BASE METALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESCO DB PRECIOUS METALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04030
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1153
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1153
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2180
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OTHER LIABILITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt014457
TaxesSchedule/TaxesDetail/Amt0663
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/Amt24483
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0663
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT C ZAPEL TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDTN MGR
ReturnHeader/BusinessOfficerGrp/PhoneNum03105595824
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-15
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/PreparationDt02022-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID FENTON
ReturnHeader/ReturnTs02022-05-19T19:31:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZAPEL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,296,403
Liabilities
$14,457
Net assets
$5,281,946
Revenue
$215,800
Expenses
$378,865
Net income
-$163,065
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