Phil Hardin Foundation

Meridian, MS
Tax-exempt since Oct. 1964
EIN: 64-6024940

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Donations to this organization are tax deductible.

Revenue

$1.26M (2023)

Expenses

$4.67M (2023)

Total Assets

$50.7M (2023)

Total Liabilities

$0 (2023)

Years with missing data

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

Revenue

$1,261,058

Expenses

$4,671,381

Net Income

-$3,410,323

Net Assets

$50,695,256

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,933,370	> 100%
Sales of Assets	-$672,312
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,405,728	94.3%
Compensation of Officers*	$328,284	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	$50,695,256
Total Liabilities	$0
Net Assets	$50,695,256

Compensation

Key Employees and Officers	Compensation	Other
Lloyd Gray (Exeuctive Director)	$148,683	$10,401
Sheryl Flood (Administrative Asst)	$77,027	$5,777
Robert F Ward (President)	$74,364	$0
Ronnie L Walton (Secretary)	$60,960	$0
Martin Davidson (Treasurer)	$60,960	$0
Kacey Bailey (Director)	$27,000	$0
Clair Huff (Director)	$27,000	$0
Derron Radcliff (Director)	$27,000	$0
Jim Mcginnis (Director)	$26,000	$0
Michael Van Veckhoven (Director)	$25,000	$0

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990-PF

Filed on Aug. 22, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$9,018,103

Expenses

$5,152,586

Net Income

$3,865,517

Net Assets

$54,105,579

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,400,769	15.5%
Sales of Assets	$7,617,334	84.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,767,788	92.5%
Compensation of Officers*	$301,800	5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$54,105,579
Total Liabilities	$0
Net Assets	$54,105,579

Compensation

Key Employees and Officers	Compensation	Other
Lloyd Gray (Exeuctive Director)	$135,586	$10,169
Sheryl Flood (Administrative Asst)	$74,720	$5,604
Robert F Ward (President)	$66,200	$0
Ronnie L Walton (Secretary)	$52,800	$0
Martin Davidson (Treasurer)	$52,800	$0
Kacey Bailey (Director)	$27,000	$0
Michael Van Veckhoven (Director)	$27,000	$0
Clair Huff (Director)	$27,000	$0
Derron Radcliff (Director)	$27,000	$0
Jim Mcginnis (Director)	$22,000	$0

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990-PF

Filed on July 5, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$7,767,111

Expenses

$4,405,868

Net Income

$3,361,243

Net Assets

$50,240,062

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,656,924	21.3%
Sales of Assets	$6,078,312	78.3%
Other Income	$31,875	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,180,654	94.9%
Compensation of Officers*	$276,998	6.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$50,240,062
Total Liabilities	$0
Net Assets	$50,240,062

Compensation

Key Employees and Officers	Compensation	Other
Lloyd Gray (Exeuctive Director)	$137,856	$10,738
Sheryl Flood (Administrative Asst)	$73,157	$4,187
Robert F Ward (President)	$58,000	$0
Ronnie L Walton (Secretary)	$43,000	$0
Martin Davidson (Treasurer)	$43,000	$0
Kacey Bailey (Director)	$27,000	$0
Michael Van Veckhoven (Director)	$27,000	$0
Jim Mcginnis (Director)	$26,000	$0
Robert Deen Jr (Former Director)	$21,498	$0
Clair Huff (Director)	$15,750	$0
Derron Radcliff (Director)	$15,750	$0

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990-PF

Filed on Aug. 18, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$11,670,552

Expenses

$3,806,470

Net Income

$7,864,082

Net Assets

$46,878,099

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,256,811	10.8%
Sales of Assets	$10,349,975	88.7%
Other Income	$63,766	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,591,740	94.4%
Compensation of Officers*	$257,000	6.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$46,878,100
Total Liabilities	$1
Net Assets	$46,878,099

Compensation

Key Employees and Officers	Compensation	Other
Lloyd Gray (Exeuctive Director)	$141,278	$9,725
Sheryl Flood (Administrative Asst)	$70,843	$4,863
Robert F Ward (President)	$54,000	$0
Ronnie L Walton (Secretary)	$42,000	$0
Martin Davidson (Treasurer)	$42,000	$0
Robert Deen Jr (Senior Vice President)	$41,000	$0
Jim Mcginnis (Director)	$26,000	$0
Kacey Bailey (Director)	$26,000	$0
Michael Vanveckhoven (Director)	$26,000	$0

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990-PF

Filed on Aug. 24, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$3,575,532

Expenses

$4,062,475

Net Income

-$486,943

Net Assets

$39,014,016

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$1,140,931	31.9%
Sales of Assets	$2,434,598	68.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,855,411	94.9%
Compensation of Officers*	$241,000	5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$39,014,017
Total Liabilities	$1
Net Assets	$39,014,016

Compensation

Key Employees and Officers	Compensation	Other
Lloyd Gray (Executive Director)	$158,097	$8,663
Sheryl Flood (Administrative Asst)	$73,320	$4,331
Robert Ward (President And Chairman)	$49,000	$0
Robert Deen Jr (Senior Vice President)	$38,000	$0
Marty Davidson (Treasurer)	$38,000	$0
Ronnie Walton (Secretary)	$38,000	$0
Jim Mcginnis (Director)	$26,000	$0
Kacey Bailey (Director)	$26,000	$0
Michael Van Veckhoven (Director)	$26,000	$0

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990-PF

Filed on Sept. 14, 2020

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$16,777,727

Expenses

$4,166,614

Net Income

$12,611,113

Net Assets

$39,500,960

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,429,231	8.5%
Sales of Assets	$15,348,396	91.5%
Other Income	$100	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,616,117	86.8%
Compensation of Officers*	$227,000	5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$39,500,960
Total Liabilities	$0
Net Assets	$39,500,960

Compensation

Key Employees and Officers	Compensation	Other
Lloyd Gray (Executive Director)	$147,240	$11,043
Sheryl Flood (Admin Assistant)	$69,300	$5,198
Robert F Ward (President)	$44,000	$0
Robert Deen Jr (Senior Vice President)	$35,000	$0
Ronnie L Walton (Secretary)	$35,000	$0
Martin Davidson (Treasurer)	$35,000	$0
Jim Mcginnis (Director)	$26,000	$0
Kacey Bailey (Director)	$26,000	$0
Michael Vanveckhoven (Director)	$26,000	$0

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990-PF

Filed on June 12, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$3,885,719

Expenses

$3,229,014

Net Income

$656,705

Net Assets

$26,889,847

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,400,428	36.0%
Sales of Assets	$2,420,291	62.3%
Other Income	$65,000	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,008,794	93.2%
Compensation of Officers*	$201,336	6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,889,847
Total Liabilities	$0
Net Assets	$26,889,847

Compensation

Key Employees and Officers	Compensation	Other
Lloyd Gray (Executive Director)	$141,673	$10,625
Sheryl Flood (Admin Assistant)	$64,889	$4,866
Robert F Ward (President)	$40,000	$0
Robert Deen Jr (Senior Vice President)	$32,000	$0
Ronnie L Walton (Secretary)	$32,000	$0
Martin Davidson (Treasurer)	$32,000	$0
Jim Mcginnis (Director)	$24,500	$0
Kacey Bailey (Director)	$24,500	$0
Michael Vanveckhoven (Director)	$16,336	$0

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990-PF

Filed on Aug. 29, 2018

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$3,740,017

Expenses

$2,607,511

Net Income

$1,132,506

Net Assets

$27,336,959

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,452,405	38.8%
Sales of Assets	$2,287,512	61.2%
Other Income	$100	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,307,258	88.5%
Compensation of Officers*	$200,064	7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,336,959
Total Liabilities	$0
Net Assets	$27,336,959

Compensation

Key Employees and Officers	Compensation	Other
Sheryl Feltenstein (Administrative Asst)	$60,888	$4,466
Lloyd Gray (Executive Director)	$55,038	$3,931
Robert F Ward (President)	$45,008	$0
Ronnie L Walton (Secretary)	$32,009	$0
Robert Deen Jr (Senior Vice President)	$27,009	$0
Stephen O Moore (Treasurer)	$27,009	$0
Martin Davidson (Director)	$27,009	$0
Jim Mcginnis (Director)	$21,010	$0
Joe Covington (Director)	$21,010	$0

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990-PF

Filed on July 19, 2016

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

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PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$6,291,705

Expenses

$2,430,358

Net Income

$3,861,347

Net Assets

$26,204,453

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,514,439	24.1%
Sales of Assets	$4,777,044	75.9%
Other Income	$222	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,193,607	90.3%
Compensation of Officers*	$177,731	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	$26,204,453
Total Liabilities	$0
Net Assets	$26,204,453

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$3,472,766

Expenses

$2,363,313

Net Income

$1,109,453

Net Assets

$22,343,106

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,435,597	41.3%
Sales of Assets	$2,036,023	58.6%
Other Income	$1,146	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,120,622	89.7%
Compensation of Officers*	$172,554	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	$22,343,106
Total Liabilities	$0
Net Assets	$22,343,106

Compensation

Key Employees and Officers	Compensation	Other
Rebecca Combs Dulaney (Ceo)	$105,548	$7,926
Sheryl Feltenstein (Office Manager)	$56,126	$4,200
Robert F Ward (President)	$31,114	$0
Robert Deen Jr (Senior Vice President)	$25,458	$0
Stephen O Moore (Treasurer)	$25,458	$0
Ronnie L Walton (Secretary)	$25,458	$0
Martin Davidson (Vice President Of Investments)	$25,458	$0
Joe S Covington Jr (Director)	$19,804	$0
Jim Mcginnis (Director)	$19,804	$0

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990-PF

Filed on May 8, 2014

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

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$3,767,268

Expenses

$2,353,282

Net Income

$1,413,986

Net Assets

$21,233,652

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$207	0.0%
Dividends	$1,434,384	38.1%
Sales of Assets	$2,328,616	61.8%
Other Income	$4,061	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,061,029	87.6%
Compensation of Officers*	$164,784	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	$21,233,652
Total Liabilities	$0
Net Assets	$21,233,652

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,339,980

Expenses

$1,892,250

Net Income

$447,730

Net Assets

$19,819,666

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35	0.0%
Dividends	$1,365,666	58.4%
Sales of Assets	$973,679	41.6%
Other Income	$600	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,648,407	87.1%
Compensation of Officers*	$158,083	8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,819,666
Total Liabilities	$0
Net Assets	$19,819,666

990-PF

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

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.

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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.

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Phil Hardin Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.26M (2023)

Expenses $4.67M (2023)

Total Assets $50.7M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$1.26M (2023)

Expenses

$4.67M (2023)

Total Assets

$50.7M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001