Phillip Opp Tr

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

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.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,658
Expenses
$10,999
Net Income
$5,659
Net Assets
$141,635
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,112
30.7%
Sales of Assets $11,480
68.9%
Other Income $66
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,589
87.2%
Compensation of Officers* $1,804
16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $141,635
Total Liabilities $0
Net Assets $141,635
Compensation
Key Employees and Officers Compensation Other
Keybank N A (Trustee) $1,804 $0

Document Links

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,019
Expenses
$11,532
Net Income
-$3,513
Net Assets
$135,974
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,103
63.6%
Sales of Assets $2,916
36.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,874
85.6%
Compensation of Officers* $1,723
14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $135,974
Total Liabilities $0
Net Assets $135,974
Compensation
Key Employees and Officers Compensation Other
Keybank N A (Trustee) $1,723 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,243
Expenses
$10,969
Net Income
-$3,726
Net Assets
$139,606
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,452
61.5%
Sales of Assets $2,707
37.4%
Other Income $84
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,239
84.2%
Compensation of Officers* $1,649
15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $139,606
Total Liabilities $0
Net Assets $139,606
Compensation
Key Employees and Officers Compensation Other
Keybank (Trustee) $1,649 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,828
Expenses
$12,133
Net Income
-$6,305
Net Assets
$143,337
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,962
68.0%
Sales of Assets $1,266
21.7%
Other Income $600
10.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,621
87.5%
Compensation of Officers* $1,953
16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $143,337
Total Liabilities $0
Net Assets $143,337
Compensation
Key Employees and Officers Compensation Other
Keybank (Trustee) $1,953 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,490
Expenses
$11,453
Net Income
-$3,963
Net Assets
$149,646
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,606
48.1%
Sales of Assets $3,884
51.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,563
83.5%
Compensation of Officers* $1,901
16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $149,646
Total Liabilities $0
Net Assets $149,646
Compensation
Key Employees and Officers Compensation Other
Keybank (Trustee) $1,901 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,828
Expenses
$10,795
Net Income
$3,033
Net Assets
$153,603
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,164
30.1%
Sales of Assets $9,664
69.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,000
83.4%
Compensation of Officers* $2,347
21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $153,603
Total Liabilities $0
Net Assets $153,603
Compensation
Key Employees and Officers Compensation Other
Keybank Na (Trustee) $2,347 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,202
Expenses
$10,989
Net Income
-$1,787
Net Assets
$150,568
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,322
47.0%
Sales of Assets $4,880
53.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,183
83.6%
Compensation of Officers* $2,344
21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $150,568
Total Liabilities $0
Net Assets $150,568

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,594
Expenses
$11,157
Net Income
$2,437
Net Assets
$152,468
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,192
30.8%
Sales of Assets $9,402
69.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,288
83.2%
Compensation of Officers* $2,451
22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $152,468
Total Liabilities $0
Net Assets $152,468

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

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 »

Get the Data

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.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • 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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