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Stephen Phillips Memorial Scholarship Fund Inc

  • Boston, MA
  • Tax-exempt since June 2011
  • EIN: 27-5040651

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$5.76M (2023)

Expenses
$6.26M (2023)

Total Assets
$42.6M (2023)

Total Liabilities
$16.2k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,764,072
Expenses
$6,259,207
Net Income
-$495,135
Net Assets
$42,617,535
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $810,772
14.1%
Interest Revenue $155,975
2.7%
Dividends $915,474
15.9%
Sales of Assets $3,881,726
67.3%
Other Income $125
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,836,641
93.2%
Compensation of Officers* $438,079
7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $42,633,718
Total Liabilities $16,183
Net Assets $42,617,535
Compensation
Key Employees and Officers Compensation Other
Barbara W Iler (Executive Director) $250,394 $48,254
Amy Moran Lowe (Senior Vp Of Program) $133,900 $36,373
Madeleine Jacobs (Vp Of Communications) $125,000 $12,500
Kathleen Gearan (Vp Of Scholarship Pr) $93,965 $47,045
Elizabeth Lovend (Program Manager) $70,000 $13,689
Lawrence Coolidge (Treasurer/Director) $47,137 $0
Peggy Eysenbach (Director) $35,137 $0
John H Finley Iv (Clerk/Director) $35,137 $0
Beth Anderson (Director) $35,137 $0
Robert M Randolph (President/Director) $35,137 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,798,772
Expenses
$5,859,255
Net Income
-$3,060,483
Net Assets
$43,078,339
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $612,494
21.9%
Interest Revenue $31,725
1.1%
Dividends $685,637
24.5%
Sales of Assets $1,456,851
52.1%
Other Income $145
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,245,565
89.5%
Compensation of Officers* $430,786
7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $43,097,955
Total Liabilities $19,616
Net Assets $43,078,339
Compensation
Key Employees and Officers Compensation Other
Barbara W Iler (Executive Director) $243,101 $43,265
Amy Moran Lowe (Senior Vp Of Program) $130,000 $35,136
Madeleine Jacobs (Senior Vp Of Finance) $101,600 $7,728
Kathleen Gearan (Vp Of Scholarship Pr) $91,227 $46,869
Lawrence Coolidge (Treasurer/Director) $47,137 $0
Peggy Eysenbach (Director) $35,137 $0
John H Finley Iv (Clerk/Director) $35,137 $0
Beth Anderson (Director) $35,137 $0
Robert M Randolph (President/Director) $35,137 $0
+ View more people

Document Links

990-PF
Filed on Feb. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,308,700
Expenses
$7,272,211
Net Income
$1,036,489
Net Assets
$45,770,493
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,123,286
13.5%
Interest Revenue $23,622
0.3%
Dividends $591,421
7.1%
Sales of Assets $6,393,803
77.0%
Other Income $172,974
2.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,778,091
93.2%
Compensation of Officers* $439,210
6.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $45,790,109
Total Liabilities $19,616
Net Assets $45,770,493
Compensation
Key Employees and Officers Compensation Other
Barbara W Iler (Executive Director) $251,525 $15,448
Madeleine Jacobs (Vp Of Communications) $92,670 $7,360
Kathleen Gearan (Vp Of Scholarship Pr) $80,697 $14,987
Lawrence Coolidge (Treasurer/Director) $47,137 $0
Peggy Eysenbach (Director) $35,137 $0
John H Finley Iv (Clerk/Director) $35,137 $0
Beth Anderson (Director) $35,137 $0
Robert M Randolph (President/Director) $35,137 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,931,098
Expenses
$4,720,458
Net Income
-$789,360
Net Assets
$44,641,053
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $410,963
10.5%
Interest Revenue $107,929
2.7%
Dividends $553,083
14.1%
Sales of Assets $2,859,123
72.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,320,060
91.5%
Compensation of Officers* $408,185
8.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $44,660,669
Total Liabilities $19,616
Net Assets $44,641,053
Compensation
Key Employees and Officers Compensation Other
Barbara W Iler (Executive Director) $220,500 $0
Pamela Constantine (Program Director) $113,558 $27,325
Kathleen Gearan (Associate Program Di) $72,697 $37,153
Lawrence Coolidge (Treasurer/Director) $47,137 $0
Peggy Eysenbach (Director) $35,137 $0
John H Finley Iv (Clerk/Director) $35,137 $0
Beth Anderson (Director) $35,137 $0
Robert M Randolph (President/Director) $35,137 $0
+ View more people

Document Links

990-PF
Filed on Nov. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,517,320
Expenses
$4,850,839
Net Income
$666,481
Net Assets
$45,004,001
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $287,519
5.2%
Interest Revenue $116,816
2.1%
Dividends $751,504
13.6%
Sales of Assets $4,361,481
79.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,368,887
90.1%
Compensation of Officers* $380,117
7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $45,073,754
Total Liabilities $69,753
Net Assets $45,004,001
Compensation
Key Employees and Officers Compensation Other
Barbara W Iler (Executive Director) $210,000 $39,039
Pamela Constantine (Program Director) $110,250 $20,695
Kathleen Gearan (Associate Program Di) $57,330 $29,724
Lawrence Coolidge (Treasurer/Director) $47,137 $0
John H Finley Iv (Clerk/Director) $35,137 $0
Robert M Randolph (President/Director) $35,137 $0
Peggy Eysenbach Appointed 1119 (Director) $26,353 $0
Beth Anderson Appointed 1119 (Director) $26,353 $0
+ View more people

Document Links

990-PF
Filed on Nov. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
View Filing (2 of 2)
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,112,274
Expenses
$4,701,336
Net Income
$2,410,938
Net Assets
$44,266,328
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $259,161
3.6%
Interest Revenue $102,195
1.4%
Dividends $862,735
12.1%
Sales of Assets $5,888,183
82.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,334,502
92.2%
Compensation of Officers* $385,348
8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $44,363,962
Total Liabilities $97,634
Net Assets $44,266,328
Compensation
Key Employees and Officers Compensation Other
Barbara W Iler (Executive Director) $197,663 $31,624
Pamela Constantine (Program Director) $102,663 $36,694
Madeleine Jacobs (Program Associate) $67,430 $12,580
Kathleen Gearan (Associate Program Di) $52,263 $32,515
Lawrence Coolidge (Treasurer/Director) $47,137 $0
Arthur H Emery (Director) $35,137 $0
John H Finley Iv (Clerk/Director) $35,137 $0
Richard Gross (Director) $35,137 $0
Robert M Randolph (President/Director) $35,137 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,270,989
Expenses
$4,409,982
Net Income
-$138,993
Net Assets
$42,360,767
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $219,818
5.1%
Interest Revenue $22,091
0.5%
Dividends $1,034,903
24.2%
Sales of Assets $3,000,787
70.3%
Other Income -$7,840
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,060,422
92.1%
Compensation of Officers* $378,171
8.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $42,504,013
Total Liabilities $143,246
Net Assets $42,360,767
Compensation
Key Employees and Officers Compensation Other
Barbara W Iler (Executive Director) $190,486 $30,280
Pamela Constantine (Program Director) $100,000 $36,392
Madeleine Jacobs (Program Associate) $65,000 $10,641
Kathleen Gearan (Associate Program Di) $52,000 $9,880
Lawrence Coolidge (Treasurer/Director) $47,137 $0
Arthur H Emery (Director) $35,137 $0
John H Finley Iv (Clerk/Director) $35,137 $0
Richard Gross (Director) $35,137 $0
Robert M Randolph (President/Director) $35,137 $0
+ View more people

Document Links

990-PF
Filed on Nov. 5, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,010,802
Expenses
$4,400,106
Net Income
$610,696
Net Assets
$42,442,260
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $189,197
3.8%
Interest Revenue $4,046
0.1%
Dividends $1,015,308
20.3%
Sales of Assets $3,832,742
76.5%
Other Income -$31,721
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,998,497
90.9%
Compensation of Officers* $365,258
8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $42,629,310
Total Liabilities $187,050
Net Assets $42,442,260
Compensation
Key Employees and Officers Compensation Other
Barbara W Iler (Executive Director) $177,573 $27,957
Pamela Constantine (Program Director) $86,190 $31,189
Lawrence Coolidge (Treasurer/Director) $47,137 $0
Arthur H Emery (Director) $35,137 $0
John H Finley Iv (Clerk/Director) $35,137 $0
Richard Gross (Director) $35,137 $0
Robert M Randolph (President/Director) $35,137 $0
+ View more people

Document Links

990-PF
Filed on Nov. 1, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,546,034
Expenses
$4,134,868
Net Income
-$1,588,834
Net Assets
$41,751,439
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $103,138
4.1%
Interest Revenue $83
0.0%
Dividends $1,178,470
46.3%
Sales of Assets $1,191,970
46.8%
Other Income $72,373
2.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,755,353
90.8%
Compensation of Officers* $358,832
8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $41,980,527
Total Liabilities $229,088
Net Assets $41,751,439
Compensation
Key Employees and Officers Compensation Other
Barbara W Iler (Executive Director) $171,147 $29,524
Pamela Constantine (Program Director) $77,700 $30,809
Lawrence Coolidge (Treasurer/Director) $47,137 $0
Arthur H Emery (Director) $35,137 $0
John H Finley Iv (Clerk/Director) $35,137 $0
Richard Gross (Director) $35,137 $0
Robert M Randolph (President/Director) $35,137 $0
+ View more people

Document Links

990-PF
Filed on Nov. 1, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,679,546
Expenses
$4,260,272
Net Income
-$580,726
Net Assets
$43,295,773
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $11,615
0.3%
Interest Revenue $113
0.0%
Dividends $1,129,860
30.7%
Sales of Assets $2,406,663
65.4%
Other Income $131,295
3.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,827,761
89.8%
Compensation of Officers* $350,682
8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $43,561,972
Total Liabilities $266,199
Net Assets $43,295,773
Compensation
Key Employees and Officers Compensation Other
Barbara W Iler (Executive Director) $162,997 $31,281
Pamela Constantine (Program Director) $75,500 $28,203
Lawrence Coolidge (Treasurer/Director) $47,137 $0
Arthur H Emery (Director) $35,137 $0
John H Finley Iv (Clerk/Director) $35,137 $0
Richard Gross (Director) $35,137 $0
Robert M Randolph (President) $35,137 $0
+ View more people

Document Links

990-PF
Filed on Nov. 6, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,356,559
Expenses
$4,043,006
Net Income
-$1,686,447
Net Assets
$43,823,728
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $21,053
0.9%
Interest Revenue $101
0.0%
Dividends $1,265,772
53.7%
Sales of Assets $1,018,364
43.2%
Other Income $51,269
2.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,618,601
89.5%
Compensation of Officers* $342,192
8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $44,128,875
Total Liabilities $305,147
Net Assets $43,823,728

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,501
Expenses
$79,422
Net Income
-$16,921
Net Assets
$37,848,578
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,895
3.0%
Interest Revenue $0
Dividends $60,640
97.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $64,825
81.6%
Compensation of Officers* $5,770
7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $38,191,134
Total Liabilities $342,556
Net Assets $37,848,578

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1
Expenses
$0
Net Income
$1
Net Assets
$1
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1
Total Liabilities $0
Net Assets $1

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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