Civic Intelligence

The Phillips Foundation C/O Thomas Bernauer

990PF • Fiscal year 2023 • EIN 95-6042761

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

Organization Profile
4301 Grandview DrPalmdale, CA 93551

(949) 637-8053

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

12th percentile

-62%

Higher net margin than 12% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

88th percentile

$20,900

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 61.8% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

44th percentile

-2.4%

Faster asset growth than 44% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

6484%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$186,760

Flat from 2023

Net Assets

$186,760

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin12th percentile

Revenue

Flat

$33,842

Flat from 2023

Expenses

Flat

$54,726

Flat from 2023

Net Income

Flat

-$20,884

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$800K$600K$400K$200K$0Assets 2011: $756,687Liabilities 2011: $02011Assets 2012: $641,208Liabilities 2012: $02012Assets 2013: $597,386Liabilities 2013: $02013Assets 2014: $461,727Liabilities 2014: $0Net Assets 2014: $461,7272014Assets 2015: $347,865Liabilities 2015: $0Net Assets 2015: $347,8652015Assets 2017: $248,833Liabilities 2017: $0Net Assets 2017: $248,8332017Assets 2018: $255,807Liabilities 2018: $0Net Assets 2018: $255,8072018Assets 2019: $305,797Liabilities 2019: $12019Assets 2020: $326,241Liabilities 2020: $0Net Assets 2020: $326,2412020Assets 2021: $361,138Liabilities 2021: $12021Assets 2022: $191,401Liabilities 2022: $0Net Assets 2022: $191,4012022Assets 2023: $186,760Liabilities 2023: $0Net Assets 2023: $186,7602023Assets 2023: $186,760Liabilities 2023: $12023Assets 2024: $183,401Liabilities 2024: $0Net Assets 2024: $183,4012024

Highlighted filing

2023

Assets$186,760
Liabilities$0
Net Assets$186,760
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $48,839Expenses 2011: $76,541Net Income 2011: -$27,7022011Revenue 2012: $51,904Expenses 2012: $167,383Net Income 2012: -$115,4792012Revenue 2013: $63,037Expenses 2013: $107,042Net Income 2013: -$44,0052013Revenue 2014: $55,802Expenses 2014: $191,461Net Income 2014: -$135,6592014Revenue 2015: $41,863Expenses 2015: $155,725Net Income 2015: -$113,8622015Revenue 2017: $50,185Expenses 2017: $119,477Net Income 2017: -$69,2922017Revenue 2018: $14,799Expenses 2018: $7,825Net Income 2018: $6,9742018Revenue 2019: $16,838Expenses 2019: $19,950Net Income 2019: -$3,1122019Revenue 2020: $15,468Expenses 2020: $15,434Net Income 2020: $342020Revenue 2021: $10,979Expenses 2021: $5,960Net Income 2021: $5,0192021Revenue 2022: $514Expenses 2022: $105,296Net Income 2022: -$104,7822022Revenue 2023: $33,842Expenses 2023: $54,726Net Income 2023: -$20,8842023Revenue 2023: $33,842Expenses 2023: $54,726Net Income 2023: -$20,8842023Revenue 2024: $5,573Expenses 2024: $23,819Net Income 2024: -$18,2462024

Highlighted filing

2023

Revenue$33,842
Expenses$54,726
Net Income-$20,884
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Crystal BernauerPresident-$20,900-$20,900
Donovan BernauerTreasurer/Sec-$20,000-$20,000
Filing and Contact Details

Filer

Filer Name
The Phillips Foundation
EIN
95-6042761
Phone
9496378053
Address
4301 GRANDVIEW DR, PALMDALE, CA 93551

Signing Officer

Name
Donovan Bernauer
Title
Secretary
Signed
2024-05-08
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 Appendix288 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/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Katharine Kraus
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt010000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt04301 Grandview Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Palmdale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Donovan Bernauer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Crystal Bernauer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Treasurer/Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04301 GRANDVIEW DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14301 GRANDVIEW DR
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Donovan Bernauer
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0The Phillips Foundation
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01462
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09885
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018423
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DONOVAN BERNAUER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04301 GRANDVIEW DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALMDALE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd093551
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt038
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Unreconciled Difference - Brokerage Statement Reporting
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt038
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt1119
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt21000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt32644
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt038
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1119
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt210000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt32644
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ALLSPRING FUNDS MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2OFFICE SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3WF ACCOUNT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt038
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1119
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt21000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt32644
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/PersonNm0Donovan Bernauer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHILLIPS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0956042761
ReturnHeader/Filer/PhoneNum09496378053
ReturnHeader/Filer/USAddress/AddressLine1Txt04301 GRANDVIEW DR
ReturnHeader/Filer/USAddress/CityNm0PALMDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093551
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/ReturnTs02024-05-08T08:56:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Donovan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bernauer
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
$186,760
Liabilities
$0
Net assets
$186,760
Revenue
$33,842
Expenses
$54,726
Net income
-$20,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.06$0.24$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.34$0.55$0.21
2023Summary only. Only limited summary data is available for this year.$1.87$0.00$0.34$0.55$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.01$1.05$1.05
2021Summary only. Only limited summary data is available for this year.$3.61$0.00$0.11$0.06$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$0.15$0.15$0.00
2019Summary only. Only limited summary data is available for this year.$3.06$0.00$0.17$0.20$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$0.15$0.08$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.50$1.19$0.69
2015Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.42$1.56$1.14
2014Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.56$1.91$1.36
2013Summary only. Only limited summary data is available for this year.$5.97$0.00$0.63$1.07$0.44
2012Summary only. Only limited summary data is available for this year.$6.41$0.00$0.52$1.67$1.15
2011Summary only. Only limited summary data is available for this year.$7.57$0.00$0.49$0.77$0.28