PHILLIPS Programs
Nonprofit profile at a glance
- EIN
- 540833311
- IRS 990 coverage
- 2010–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024
- Location
- Annandale, VA, USA
- Phone
- 7039418810
- Rating
- 82
- Verdict
- STRONG
- Rating confidence
- Standard
- Sector
- Specialized Education Institutions
Reported finances
- Revenue
- $25,082,203
- Expenses
- $24,540,915
- Assets
- $27,159,489
- Liabilities
- $2,574,855
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
24 people listed
Executive titles in this filing
- PIPER PHILLIPS CASWELL (PRESIDENT AND CEO)
Highest reported compensation
- PIPER PHILLIPS CASWELL (PRESIDENT AND CEO): $318,685 total reported compensation
- TRIXIE HERBERT CHIEF OPERATING (OFFICER - UNTIL 12/2024): $251,396 total reported compensation
- MARBETH INGLE-LEVY (CHIEF PEOPLE OFFICER): $207,237 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
PHILLIPS’ mission is to provide and support our youth with behavioral health wellness needs with the knowledge and tools to see a better tomorrow and achieve lifelong success in their homes, jobs and communities.
What it reported doing in 2024
Phillips schools, annandale, laurel and fairfax, are day schools that offer highly individualized learning environments, social skills training and practice, individualized and integrated related services including counseling, speech and language therapy, occupational and physical therapy, career and technical education curricula, and authentic job opportunities in the community along with crisis prevention through a strength-based approach.
Operating model
- Revenue model
- Earned-program. 96% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 79
- Transparency & Controls: 76
- Accountability: 100
- Sustainability: 45
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 86%; rating input score 86
- Program expense ratio: 87%; rating input score 87
- Fundraising efficiency: $4.56 raised per $1 spent on fundraising; rating input score 18; 18th percentile among comparable filings
Transparency & Controls
- Consistency checks: 93.8%; rating input score 94; 17th percentile among comparable filings
- Pay-setting controls: 2 of 6 controls in place; rating input score 33
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 2.2%; rating input score 43; 43rd percentile among comparable filings
- Total-asset coverage ratio: 1.11; rating input score 40; 40th percentile among comparable filings
- Liabilities to assets ratio: 0.09; rating input score 74; 74th percentile among comparable filings
- Officer compensation ratio: 6.3%; rating input score 40; 40th percentile among comparable filings
Growth
- Program expense growth: 3.7% per year; rating input score 100; 32nd percentile among comparable filings
- Revenue growth: 3.9% per year; rating input score 100; 33rd percentile among comparable filings
- Asset growth: 3.3% per year; rating input score 100; 25th percentile among comparable filings
Details
- What they do: 8 programs and campaigns described on the official site · 1 operating location identified
- Where the money goes: 86% of revenue deployed · 87% of spending went to programs
- Governance: 14 of 14 board members independent · 9 of 9 filing controls reported
- Programs: 2 filed program accomplishments · $21.4M in reported program spending
- Leadership: top reported pay $319K · 24 people listed · 2 of 6 pay-setting controls reported
- Consistency: 33 of 34 current checks pass · 1 finding to review
- Schedules: 8 filed schedules · includes major donors and executive pay
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 8 filed money-flow records
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Fundraising efficiency scored 18/100.
- Moderate — Sustainability: Operating margin scored 43/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 40/100.
- Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
- Moderate — Sustainability: Officer compensation ratio scored 40/100.