Phillis Foundation

Saratoga, CA
Tax-exempt since Dec. 2001
EIN: 77-0578845

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Operating Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$240k (2024)

Expenses

$332k (2024)

Total Assets

$935k (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$240,426

Expenses

$332,021

Net Income

-$91,595

Net Assets

$934,580

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$109,000	45.3%
Interest Revenue	$28,778	12.0%
Dividends	$0
Sales of Assets	$0
Other Income	$43,623	18.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$332,021	100%
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	$934,580
Total Liabilities	$0
Net Assets	$934,580

Compensation

Key Employees and Officers	Compensation	Other
Phillip G Svalya (President)	$0	$0
Lois F Svalya (Secretary)	$0	$0
Daniel G Svalya (Treasurer)	$0	$0
Karina R Svalya (Vice President)	$0	$0

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990-PF

Filed on Feb. 27, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$110,456

Expenses

$268,882

Net Income

-$158,426

Net Assets

$1,028,175

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	45.3%
Interest Revenue	$57,210	51.8%
Dividends	$0
Sales of Assets	$0
Other Income	-$20,017

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$268,882	100%
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	$1,028,175
Total Liabilities	$0
Net Assets	$1,028,175

Compensation

Key Employees and Officers	Compensation	Other
Phillip G Svalya (President)	$0	$0
Lois F Svalya (Secretary)	$0	$0
Daniel G Svalya (Treasurer)	$0	$0
Karina R Svalya (Vice President)	$0	$0

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990-PF

Filed on April 29, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$149,382

Expenses

$275,620

Net Income

-$126,238

Net Assets

$1,186,601

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$151,825	> 100%
Interest Revenue	$17,700	11.8%
Dividends	$0
Sales of Assets	$0
Other Income	-$59,026

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$219,364	79.6%
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	$1,186,601
Total Liabilities	$0
Net Assets	$1,186,601

Compensation

Key Employees and Officers	Compensation	Other
Phillip G Svalya (President)	$0	$0
Lois F Svalya (Secretary)	$0	$0
Daniel G Svalya (Treasurer)	$0	$0
Karina R Svalya (Vice President)	$0	$0

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990-PF

Filed on May 15, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$150,025

Expenses

$268,409

Net Income

-$118,384

Net Assets

$1,312,839

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,000	26.7%
Interest Revenue	$20,840	13.9%
Dividends	$0
Sales of Assets	$0
Other Income	$52,531	35.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$268,409	100%
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	$1,312,839
Total Liabilities	$0
Net Assets	$1,312,839

Compensation

Key Employees and Officers	Compensation	Other
Phillip G Svalya (President)	$0	$0
Lois F Svalya (Secretary)	$0	$0
Daniel G Svalya (Treasurer)	$0	$0
Karina R Svalya (Vice President)	$0	$0

+ View more people

990-PF

Filed on April 15, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$12,938

Expenses

$181,221

Net Income

-$168,283

Net Assets

$1,431,222

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$44,253	> 100%
Dividends	$0
Sales of Assets	$0
Other Income	-$31,815

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$181,221	100%
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	$1,431,223
Total Liabilities	$1
Net Assets	$1,431,222

Compensation

Key Employees and Officers	Compensation	Other
Phillip G Svalya (President)	$0	$0
Lois F Svalya (Secretary)	$0	$0
Daniel G Svalya (Treasurer)	$0	$0
Karina R Svalya (Vice President)	$0	$0

+ View more people

990-PF

Filed on May 11, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$138,318

Expenses

$228,114

Net Income

-$89,796

Net Assets

$1,599,506

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48,289	34.9%
Dividends	$0
Sales of Assets	$0
Other Income	$52,440	37.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$228,114	100%
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	$1,599,506
Total Liabilities	$0
Net Assets	$1,599,506

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

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.
2017

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.
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

$113,636

Expenses

$192,182

Net Income

-$78,546

Net Assets

$1,982,997

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$69,815	61.4%
Interest Revenue	$47,656	41.9%
Dividends	$0
Sales of Assets	$0
Other Income	-$31,585

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,182	10.0%
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	$1,982,997
Total Liabilities	$0
Net Assets	$1,982,997

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$70,604

Expenses

$509,476

Net Income

-$438,872

Net Assets

$2,060,472

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$50,874	72.1%
Dividends	$0
Sales of Assets	$0
Other Income	-$199

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$509,476	100%
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	$2,060,472
Total Liabilities	$0
Net Assets	$2,060,472

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$71,213

Expenses

$173,013

Net Income

-$101,800

Net Assets

$2,499,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$51,895	72.9%
Dividends	$0
Sales of Assets	$0
Other Income	-$14,477

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$173,013	100%
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	$2,499,344
Total Liabilities	$0
Net Assets	$2,499,344

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$96,899

Expenses

$153,640

Net Income

-$56,741

Net Assets

$2,601,144

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	1.0%
Interest Revenue	$63,169	65.2%
Dividends	$0
Sales of Assets	$0
Other Income	-$2,186

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,640	100%
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	$2,601,144
Total Liabilities	$0
Net Assets	$2,601,144

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$135,027

Expenses

$170,269

Net Income

-$35,242

Net Assets

$2,657,885

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$69,346	51.4%
Dividends	$0
Sales of Assets	$0
Other Income	$18,109	13.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,269	100%
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	$2,657,885
Total Liabilities	$0
Net Assets	$2,657,885

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

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.
2009

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.
2008

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.
2007

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.
2006

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.
2005

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.
2004

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.
2003

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.
2002

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.
2001

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

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.

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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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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.
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Phillis Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $240k (2024)

Expenses $332k (2024)

Total Assets $935k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

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

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

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

Document Links

Revenue

$240k (2024)

Expenses

$332k (2024)

Total Assets

$935k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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