PHILLIPS PROGRAMS

EIN: 540833311 501(c)(3) Education

ANNANDALE, VA

Total Revenue
$25,082,203
Total Expenses
$24,540,915
Total Assets
$27,159,489
Net Assets
$24,584,634
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1967
Legal Domicile
VA
Principal Officer
PIPER PHILLIPS CASWELL
Phone
7039418810
Tax Period
2024-09-01 to 2025-08-31

PHILLIPS PROGRAMS, founded in 1967, is a mid-sized nonprofit in the Education sector that reported $25.1M in total revenue in fiscal year 2024.

Mission

FOR OVER FIFTY YEARS, PHILLIPS PROGRAMS' SPECIAL EDUCATION DAY SCHOOLS HAVE SERVED STUDENTS FROM ELEMENTARY GRADES THROUGH HIGH SCHOOL IN NATIONALLY ACCLAIMED FACILITIES IN ANNANDALE AND FAIRFAX, VA, AND LAUREL, MD. PHILLIPS CAREER PARTNERS PROVIDES INTENSIVE CAREER AND TECHNICAL EDUCATION (CTE) IN A VARIETY OF CAREER PATHWAYS: BUILDING TRADES IN FAIRFAX AND LOUDOUN COUNTY, 3D DESIGN AND PRINT AT OUR VIRGINIA CAMPUSES AND CULINARY ARTS AND VERTICAL FARMING AT OUR MARYLAND CAMPUS.

Program Service Accomplishments

Program 1
Expenses: $20,335,460 Revenue: $22,613,382

PHILLIPS SCHOOLS, ANNANDALE, LAUREL AND FAIRFAX, ARE DAY SCHOOLS THAT OFFER HIGHLY INDIVIDUALIZED LEARNING ENVIRONMENTS, SOCIAL SKILLS TRAINING AND PRACTICE, INDIVIDUALIZED AND INTEGRATED RELATED...

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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.

Program 2
Expenses: $1,020,268 Revenue: $1,132,982

PHILLIPS BUILDING FUTURES PROVIDES STUDENTS INTENSIVE HANDS-ON CAREER TRAINING FOR YOUTH. THE PROGRAM PROVIDES YOUTH WITH ACADEMIC PROGRAMMING, POSITIVE BEHAVIORAL SUPPORTS, INDUSTRY CERTIFICATION...

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PHILLIPS BUILDING FUTURES PROVIDES STUDENTS INTENSIVE HANDS-ON CAREER TRAINING FOR YOUTH. THE PROGRAM PROVIDES YOUTH WITH ACADEMIC PROGRAMMING, POSITIVE BEHAVIORAL SUPPORTS, INDUSTRY CERTIFICATION AND RELATED SERVICES WHILE THEY LEARN THE BUILDING TRADES AS PART OF THEIR SCHOOL DAY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $604,832
Program Service Revenue $23,746,364
Investment Income $656,898
Other Revenue $74,109
TOTAL REVENUE $25,082,203

Expense Breakdown

Grants Paid $0
Salaries & Benefits $18,993,263
Fundraising Expenses $132,519
Program Expenses $21,355,728
Other Expenses $5,547,652
TOTAL EXPENSES $24,540,915

Year-over-Year Comparison

2024 2023 Change
Revenue $25,082,203 $25,757,307 0.0%
Expenses $24,540,915 $25,327,719 0.0%
Net Income $541,288 $429,588 +0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
14
Independent Members
14
Employees
280
Volunteers
47

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$570,081
Total Directors
16
$0
Key Employees
1
$207,237
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAN IRVINE CHAIRPERSON 1.00
Officer Director
$0 $0 $0
STEPHEN MASTEN VICE CHAIRPERSON 1.00
Officer Director
$0 $0 $0
MARY AKINKUGBE TREASURER 1.00
Officer Director
$0 $0 $0
SCOTT HEIMBERG SECRETARY 1.00
Officer Director
$0 $0 $0
DWAYNE CHERRY TRUSTEE 1.00
Director
$0 $0 $0
WALT DERENGOWSKI TRUSTEE 1.00
Director
$0 $0 $0
MARK FOWLER TRUSTEE 1.00
Director
$0 $0 $0
FRANCIS KARGBO TRUSTEE 1.00
Director
$0 $0 $0
CAROL WELD KING TRUSTEE 1.00
Director
$0 $0 $0
ERIK LINN TRUSTEE - UNTIL 12/2024 1.00
Director
$0 $0 $0
MELISSA PANAGIDES-BUSCH TRUSTEE - UNTIL 10/2024 1.00
Director
$0 $0 $0
CHELY PRYOR TRUSTEE 1.00
Director
$0 $0 $0
ANNE SLONIN RAFAL TRUSTEE 1.00
Director
$0 $0 $0
JON SPAETH TRUSTEE 1.00
Director
$0 $0 $0
TREY THEIMER TRUSTEE 1.00
Director
$0 $0 $0
ZACH WALKER TRUSTEE 1.00
Director
$0 $0 $0
PIPER PHILLIPS CASWELL PRESIDENT AND CEO 45.00
Officer
$287,319 $31,366 $318,685
TRIXIE HERBERT CHIEF OPERATING OFFICER - UNTIL 12/2024 45.00
Officer
$213,051 $38,345 $251,396
MARBETH INGLE-LEVY CHIEF PEOPLE OFFICER 40.00
Key Emp
$171,030 $36,207 $207,237
STACIE THOMPSON PROGRAM DIRECTOR 40.00
Highest
$148,106 $34,578 $182,684
RENEE FLOWERS PROGRAM DIRECTOR 40.00
Highest
$135,127 $23,390 $158,517
COURTNEY GASKINS PROGRAM DIRECTOR 40.00
Highest
$132,697 $11,788 $144,485
ROSEANN RENTERIA DIRECTOR OF RESEARCH & EVA 40.00
Highest
$131,223 $7,801 $139,024
BARBARA MCCOLLETT BEHAVIOR SUPERVISOR 40.00
Highest
$126,704 $25,254 $151,958
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $25,082,203 $24,540,915 $27,159,489 $541,288
2024 $25,757,307 $25,327,719 $26,454,699 $429,588
2023 $24,334,916 $24,000,385 $25,781,081 $334,531
2022 $22,425,625 $22,946,726 $24,790,311 $-521,101
2021 $26,909,743 $23,594,786 $25,965,349 $3,314,957
2020 $23,023,664 $22,842,405 $25,233,043 $181,259
2019 $24,237,183 $22,464,511 $22,276,414 $1,772,672
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