Civic Intelligence

Amy Phillips Charitable Foundation

990PF • Fiscal year 2023 • EIN 95-4525435

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 01, 2024

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

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

6th percentile

-146%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

75th percentile

$102,186

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 57.5% of source-year revenue.

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

Asset Growth

20th percentile

-5.3%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

12th percentile

-39%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$4,912,841

Flat from 2023

Net Assets

$4,912,841

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin6th percentile

Revenue

Flat

$177,601

Flat from 2023

Expenses

Flat

$436,991

Flat from 2023

Net Income

Flat

-$259,390

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth20th 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: $0Net Assets 2023: $4,912,8412023Assets 2023: $4,912,841Liabilities 2023: $12023Assets 2024: $4,755,930Liabilities 2024: $0Net Assets 2024: $4,755,9302024

Highlighted filing

2023

Assets$4,912,841
Liabilities$0
Net Assets$4,912,841
Open 2023 Filing

Operations Trend

Revenue Growth12th 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 2023: $177,601Expenses 2023: $436,991Net Income 2023: -$259,3902023Revenue 2024: $256,163Expenses 2024: $414,902Net Income 2024: -$158,7392024

Highlighted filing

2023

Revenue$177,601
Expenses$436,991
Net Income-$259,390
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 1, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Foundtn MgrPT$102,186-$102,186
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
2024-04-01

Preparer

Firm
Fenton & Ross an Accountancy Corp
Address
10866 WILSHIRE BLVD STE 600, LOS ANGELES, CA 90024-4349
Preparer
David Fenton
Phone
3104776440
Raw XML Appendix322 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4OLIVE CREST
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/AddressLine1Txt1PO BOX 662087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21223 WISHIRE BLVD NO 410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31625 N SCHRADER BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt417800 WOODRUF AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0STE 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BELLFLOWER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190066
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490706
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0315000
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/AppliedToCurrentYearAmt085844
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0315970
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0369477
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0401814
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0283633
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0315970
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER ASSET
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01689
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01689
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESCO DB PRECIOUS METALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03559
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01186
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt161
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04745
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt161
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INVESCO DB PRECIOUS METALS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01792
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01792
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt014458
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OTHER LIABILITIES
TaxesSchedule/TaxesDetail/Amt0493
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/Amt22000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0493
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt22000
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT C ZAPEL TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDTN MGR
ReturnHeader/BusinessOfficerGrp/PhoneNum03105595824
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-01
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421608837
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FENTON & ROSS AN ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010866 WILSHIRE BLVD STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900244349
ReturnHeader/PreparerPersonGrp/PhoneNum03104776440
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID FENTON
ReturnHeader/ReturnTs02024-05-14T20:38:33-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZAPEL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,912,841
Liabilities
$0
Net assets
$4,912,841
Revenue
$177,601
Expenses
$436,991
Net income
-$259,390
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
2023Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.18$0.44$0.26
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