Phillips Programs is a private, nonprofit organization serving over 500 children and their families annually in the washington metropolitan area. For more than 50 years, we have helped children where others could not - to prepare them to become successful and responsible. Phillips Programs serves the needs of individuals with behavioral health needs and developmental disabilities and their families through education, family support services, community education and advocacy.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
Run by 13 volunteers and 335 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $1.2M a year · 5% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.3M
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Looks good: 3.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $200K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.6M
9% of total assets
Looks good: liabilities are 9% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$25.1M
-3% vs prior year
Spent
$24.5M
To programs
87%
Net assets
$24.6M
By yearFY2021–FY2025
Revenue
$25.1M
FY2025▼ -3%
Tap a bar for its year
Revenue by fiscal year
FY2021$26.9M
FY2023$24.3M
FY2024$25.8M
FY2025$25.1M
Expenses
$24.5M
FY2025▼ -3%
Tap a bar for its year
Expenses by fiscal year
FY2021$23.6M
FY2023$24.0M
FY2024$25.3M
FY2025$24.5M
Net assets
$24.6M
FY2025▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2021$25.7M
FY2023$25.0M
FY2024$24.2M
FY2025$24.6M

From the FY2025 Form 990 (year ending August 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1967.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $21.4M Management & general 12% · $3.1M Fundraising 1% · $133K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

24 people listed on the 990; $1.3M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
President and CEO
$287,319Pt VII · Sec A
Officer - Until 12/2024
$213,051Pt VII · Sec A
Chief People Officer
$171,030Pt VII · Sec A
Program Director
$148,106Pt VII · Sec A
Program Director
$135,127Pt VII · Sec A
Program Director
$132,697Pt VII · Sec A
Director of Research & Eva
$131,223Pt VII · Sec A
Behavior Supervisor
$126,704Pt VII · Sec A

Piper Phillips Caswell’s $287K as President and CEO is at the 62nd percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2021
Piper Phillips Caswell$287,319$234,946$225,000$216,667
Trixie Herbert Chief Operating$213,051———
Trixie Herbert—$195,012$178,146$168,832
Marbeth Ingle-Levy$171,030$157,748$146,729$132,449
Stacie Thompson$148,106$153,673$112,692$106,128
Jennifer King———$137,219
Renee Flowers$135,127$122,139$113,988—
Courtney Gaskins$132,697———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps children with behavioral health needs and developmental disabilities succeed through education and family support.

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2 programs · $21.4M · in their own filed words · FY2024
01

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…

$20.3Mprogram expense
02

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.

$1.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$200K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$25.1M
Ln 12
Fees for servicesLn 2g$23.7M
Investment incomeLn 3$657K
Gifts and grantsLn 1h$605K
Money outPt IX
$24.5M
Ln 25
Programscol B$21.4M
Managementcol C$3.1M
Fundraisingcol D$133K
Owns and owesPt X
$24.6M
net assets · Ln 32
Cash and savingsLn 1–2$6.5M
Total assetsLn 16$27.2M
LiabilitiesLn 26$2.6M
PeoplePt VI, VII
24
listed · VII A
PaidVII A8
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$605K
Government grantsLn 1e$196K
Noncash giftsLn 1g$2K
Fundraising eventsLn 1c$178K
Fees for servicesLn 2g$23.7M
Investment incomeLn 3$657K
Other incomeLn 4–11$74K
Gains on assetsLn 7$448K
Total revenueLn 12$25.1M
Assets in detailPt X, end of year
CashLn 1$1.3M
SavingsLn 2$5.2M
Cash and savings togetherLn 1–2$6.5M
InvestmentsLn 11–13$5.5M
Land, buildings, equipmentLn 10c$11.5M
Other assetsLn 15$975K
Total assetsLn 16$27.2M
LiabilitiesLn 26$2.6M
Net assetsLn 32$24.6M
OperationsPt I, VI
EmployeesI 5335
VolunteersI 613
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$5.8M$6.5M
InvestmentsLn 11–13$7.0M$5.5M
Land, buildings, equipmentLn 10c$11.6M$11.5M
Total assetsLn 16$26.5M$27.2M
LiabilitiesLn 26$2.3M$2.6M
Net assetsLn 32$24.2M$24.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$617K$552K$62K$3K
Other salaries and wagesLn 7$15.4M$13.7M$1.6M$69K
Pension plan contributionsLn 8$380K$344K$35K$612
Other employee benefitsLn 9$1.5M$1.3M$137K$3K
Payroll taxesLn 10$1.2M$1.0M$108K$2K
Legal feesLn 11b$31K$9K$21K$945
Accounting feesLn 11c$49K$15K$33K$1K
Investment management feesLn 11f$20K$20K
Other fees for servicesLn 11g$911K$276K$608K$28K
Office expensesLn 13$857K$734K$118K$6K
Information technologyLn 14$78K$38K$38K$2K
OccupancyLn 16$1.9M$1.9M$31K
TravelLn 17$138K$113K$26K$30
Conferences, conventions and meetingsLn 19$157K$92K$59K$6K
InterestLn 20$21K$21K
Depreciation, depletion and amortizationLn 22$1.0M$992K$19K
Other expenses (24a–d)Ln 24$347K$193K$142K$12K
Total functional expensesLn 25$24.5M$21.4M$3.1M$133K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $25.1M$24.5M$541K$24.6M 990 PDF
FY2024 $25.8M$25.3M$430K$24.2M 990 PDF
FY2023 $24.3M$24.0M$335K$25.0M 990 PDF
FY2022 Not on file
FY2021 $26.9M$23.6M$3.3M$25.7M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $25,082,203 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $598,366$604,832
I-9 Program service revenuePrior year $24,623,716$23,746,364
I-10 Investment incomePrior year $291,379$656,898
I-11 Other revenuePrior year $243,846$74,109
I-12 Total revenuePrior year $25,757,307$25,082,203
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $19,570,607$18,993,263
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $5,757,112$5,547,652
I-18 Total expensesPrior year $25,327,719$24,540,915
I-19 Revenue less expensesPrior year $429,588$541,288
Part VI · Governance 14 of 14 board members independent, no flags
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $25,082,203 across 12 lines filed
VIII-1c Fundraising events$178,264
VIII-1e Government grants$196,039
VIII-1f All other contributions, gifts and grants$230,529
VIII-1g Noncash contributions (included above)$1,745
VIII-1h Total contributions, gifts and grants$604,832
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $23,746,364$23,746,364
VIII-3 Investment incomeExcluded from tax $208,685$208,685
VIII-6 Net rental income or lossExcluded from tax $77,130$77,130
VIII-7 Net gain or loss on sales of assetsExcluded from tax $448,213$448,213
VIII-8 Net income from fundraising eventsExcluded from tax −$88,652−$88,652
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $85,631$85,631
VIII-12 Total revenueRelated to mission $23,746,364 · Unrelated business $0 · Excluded from tax $731,007$25,082,203
Part IX · Statement of functional expenses $24,540,915 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $551,898 · Management $62,220 · Fundraising $2,528$616,646
IX-7 Other salaries and wagesPrograms $13,731,801 · Management $1,575,632 · Fundraising $69,349$15,376,782
IX-8 Pension plan contributionsPrograms $344,493 · Management $35,347 · Fundraising $612$380,452
IX-9 Other employee benefitsPrograms $1,327,824 · Management $136,797 · Fundraising $2,510$1,467,131
IX-10 Payroll taxesPrograms $1,042,423 · Management $107,758 · Fundraising $2,071$1,152,252
IX-11b Legal feesPrograms $9,357 · Management $20,622 · Fundraising $945$30,924
IX-11c Accounting feesPrograms $14,829 · Management $32,681 · Fundraising $1,498$49,008
IX-11f Investment management feesManagement $20,352$20,352
IX-11g Other fees for servicesPrograms $275,692 · Management $607,561 · Fundraising $27,688$910,941
IX-13 Office expensesPrograms $733,662 · Management $117,868 · Fundraising $5,657$857,187
IX-14 Information technologyPrograms $37,692 · Management $38,348 · Fundraising $1,869$77,909
IX-16 OccupancyPrograms $1,895,918 · Management $31,470$1,927,388
IX-17 TravelPrograms $112,631 · Management $25,557 · Fundraising $30$138,218
IX-19 Conferences, conventions and meetingsPrograms $92,126 · Management $58,790 · Fundraising $6,114$157,030
IX-20 InterestManagement $21,234$21,234
IX-22 Depreciation, depletion and amortizationPrograms $992,043 · Management $18,892$1,010,935
IX-24 Other expenses (24a–d)Programs $193,339 · Management $141,539 · Fundraising $11,648$346,526
IX-25 Total functional expensesPrograms $21,355,728 · Management $3,052,668 · Fundraising $132,519$24,540,915
Part X · Balance sheet $27,159,489 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $2,694,487$1,279,265
X-2 Savings and temporary cash investmentsStart of year $3,062,460$5,234,324
X-4 Accounts receivableStart of year $1,601,448$2,352,337
X-9 Prepaid expenses and deferred chargesStart of year $183,247$247,790
X-10c Land, buildings and equipment, netStart of year $11,570,389$11,548,051
X-11 Publicly traded securitiesStart of year $7,045,234$5,522,765
X-15 Other assetsStart of year $297,434$974,957
X-16 Total assetsStart of year $26,454,699$27,159,489
X-17 Accounts payable and accrued expensesStart of year $275,997$219,373
X-18 Grants payableStart of year $1,722,023$1,403,336
X-19 Deferred revenueStart of year $2,899$3,706
X-25 Other liabilitiesStart of year $296,131$948,440
X-26 Total liabilitiesStart of year $2,297,050$2,574,855
X-27 Net assets without donor restrictionsStart of year $23,560,627$23,716,021
X-28 Net assets with donor restrictionsStart of year $597,022$868,613
X-32 Total net assets or fund balancesStart of year $24,157,649$24,584,634
X-33 Total liabilities and net assetsStart of year $26,454,699$27,159,489
Part XI · Reconciliation of net assets $24,584,634 net assets at year end
XI-1 Total revenue$25,082,203
XI-2 Total expenses$24,540,915
XI-3 Revenue less expenses$541,288
XI-4 Net assets at start of year$24,157,649
XI-5 Net unrealized gains (losses) on investments−$113,331
XI-8 Prior period adjustments−$972
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$24,584,634

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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