Civic Intelligence

The Phillips Foundation C/O Thomas Bernauer

990PF • Fiscal year 2017 • EIN 95-6042761

Jan 01, 2017 to Dec 31, 2017 • Filed on May 16, 2018

Organization Profile
23871 Willows DriveLaguna Hills, CA 92653

(949) 637-8053

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

5th percentile

-138%

Higher net margin than 5% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

18th percentile

-22%

Faster asset growth than 18% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

112%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$248,833

Down $99,032 (-28%) from 2015

Net Assets

Down

$248,833

Down $99,032 (-28%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Up

$50,185

Up $8,322 (+20%) from 2015

Expenses

Down

$119,477

Down $36,248 (-23%) from 2015

Net Income

Up

-$69,292

Up $44,570 (+39%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th 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: $12023Assets 2024: $183,401Liabilities 2024: $0Net Assets 2024: $183,4012024

Highlighted filing

2017

Assets$248,833
Liabilities$0
Net Assets$248,833
Open 2017 Filing

Operations Trend

Revenue Growth93rd 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 2024: $5,573Expenses 2024: $23,819Net Income 2024: -$18,2462024

Highlighted filing

2017

Revenue$50,185
Expenses$119,477
Net Income-$69,292
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 16, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donovan BernauerSecretary-$0--
Crystal BernauerPresident-$0--
Donovan BernauerTrustee-$0--
Crystal BernauerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Phillips Foundation
EIN
95-6042761
Phone
9496378053
Address
23871 Willows Drive, Laguna Hills, CA 92653

Signing Officer

Name
Crystal Bernauer
Title
President
Signed
2018-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Alexander Alvarez & Company
Address
301 Forest Avenue Suite A-4, Laguna Beach, CA 92651-2115
Preparer
James I Mills CPA
Phone
9494973371
Raw XML Appendix315 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0KPMG Fees Page65 2015
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Donovan Bernauer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Crystal Bernauer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Donovan Bernauer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Crystal Bernauer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt323871 Willows Drive Apt 408
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Laguna Hills
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0The Phillips Foundation
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd092653
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Religious or humane intended grants only
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0At least 60 days before anticipated receipt of funds
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt248390
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Maintenance of museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Repair Parking lot of church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Effulgence Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Longyear Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2First Church Christ Scientist
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt027212 Valleymont Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11125 Boylston Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt230442 Vaya Con Dios
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Lake Forest
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Chestnut Hill
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Rancho Santa Margar
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102467
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292688
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt079390
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt079390
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt079390
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt079390
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt079390
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt079390
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt083750
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0REIT Investmtents
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1REITs
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt022427
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt023826
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0WFB Bank Service Charges Page 76
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04785
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04785
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt18125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PaidToCrystalBernauerTrusteefor2015&16
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PaidtoDoncovanBernauerSecretary2015&16
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt18125
TaxesSchedule/TaxesDetail/Amt052
TaxesSchedule/TaxesDetail/Amt1396
TaxesSchedule/TaxesDetail/Amt2718
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Paid Page 69
TaxesSchedule/TaxesDetail/CategoryTxt1Paid to IRS for 2016 Page64
TaxesSchedule/TaxesDetail/CategoryTxt2RefundOverpaid2015IRSTaxes990PFPage62
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt052
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1396
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2-718
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Crystal Bernauer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Phillips Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0956042761
ReturnHeader/Filer/PhoneNum09496378053
ReturnHeader/Filer/USAddress/AddressLine1Txt023871 Willows Drive
ReturnHeader/Filer/USAddress/CityNm0Laguna Hills
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092653
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953282589
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alexander Alvarez & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 Forest Avenue Suite A-4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926512115
ReturnHeader/PreparerPersonGrp/PhoneNum09494973371
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James I Mills CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-16T11:01:11-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$248,833
Liabilities
$0
Net assets
$248,833
Revenue
$50,185
Expenses
$119,477
Net income
-$69,292
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
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