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Nonprofit · EIN 20-2270617

PHL INC

Tax-exempt · SAINT LOUIS, MO 63141

Financials

$7K$109K2023$58K$253K2024$64K$108K2025
Revenue Expenses · by fiscal year end
Financials of PHL INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$64,270$108,480-$44,210$537,231$0$537,231
December 31, 2024990-PF$58,129$252,841-$194,712$581,441$0$581,441
December 31, 2023990-PF$7,191$109,057-$101,866$776,153$0$776,153
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$21,350
Dividends
$16,208
Interest
$3
Net gain from sales of assets
$26,709

Expenses

Grants and similar amounts paid
$99,330
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$101,845
Excise tax on investment income
$504

Balance sheet and other

Total assets, start of year
$581,441
Total assets, end of year
$537,231
Total liabilities, end of year
$0
Net assets, end of year
$537,231
Fair market value of assets
$594,140
Qualifying distributions
$101,845
Net investment income
$42,920

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
THOMAS KUHN
600 MASON RIDGE CENTER DRIVE SUITE, 100, ST LOUIS, MO 63141
PRESIDENT/DIRECTOR2$0
COZY MARKS JR
600 MASON RIDGE CENTER DRIVE SUITE, 100, ST LOUIS, MO 63141
VICE-PRESIDENT/DIRECTOR2$0
CHARLES TALLMAN
600 MASON RIDGE CENTER DRIVE SUITE, 100, ST LOUIS, MO 63141
TREASURER/DIRECTOR2$0
KEITH WORTMAN
600 MASON RIDGE CENTER DRIVE SUITE, 100, ST LOUIS, MO 63141
SECRETARY/DIRECTOR2$0
DAN DIERDORG
600 MASON RIDGE CENTER DRIVE SUITE, 100, ST LOUIS, MO 63141
DIRECTOR0$0
BILL JONES
600 MASON RIDGE CENTER DRIVE SUITE, 100, ST LOUIS, MO 63141
DIRECTOR0$0
BOB WALLACE
600 MASON RIDGE CENTER DRIVE SUITE, 100, ST LOUIS, MO 63141
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensation
THOMAS KUHN
601 FOUNTAIN LAKES BLVD, ST CHARLES, MO 63301
PRESIDENT/DIRECTOR2$0
COZY MARKS JR
601 FOUNTAIN LAKES BLVD, ST CHARLES, MO 63301
VICE-PRESIDENT/DIRECTOR2$0
CHARLES TALLMAN
601 FOUNTAIN LAKES BLVD, ST CHARLES, MO 63301
TREASURER/DIRECTOR2$0
KEITH WORTMAN
601 FOUNTAIN LAKES BLVD, ST CHARLES, MO 63301
SECRETARY/DIRECTOR2$0
DAN DIERDORG
601 FOUNTAIN LAKES BLVD, ST CHARLES, MO 63301
DIRECTOR0$0
BILL JONES
601 FOUNTAIN LAKES BLVD, ST CHARLES, MO 63301
DIRECTOR0$0
BOB WALLACE
601 FOUNTAIN LAKES BLVD, ST CHARLES, MO 63301
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
THOMAS KUHN
601 FOUNTAIN LAKES BLVD, ST CHARLES, MO 63301
PRESIDENT/DIRECTOR2$0
COZY MARKS JR
601 FOUNTAIN LAKES BLVD, ST CHARLES, MO 63301
VICE-PRESIDENT/DIRECTOR2$0
CHARLES TALLMAN
601 FOUNTAIN LAKES BLVD, ST CHARLES, MO 63301
TREASURER/DIRECTOR2$0
KEITH WORTMAN
601 FOUNTAIN LAKES BLVD, ST CHARLES, MO 63301
SECRETARY/DIRECTOR2$0
DAN DIERDORG
601 FOUNTAIN LAKES BLVD, ST CHARLES, MO 63301
DIRECTOR0$0
BILL JONES
601 FOUNTAIN LAKES BLVD, ST CHARLES, MO 63301
DIRECTOR0$0
BOB WALLACE
601 FOUNTAIN LAKES BLVD, ST CHARLES, MO 63301
DIRECTOR0$0

Address and contacts

Address (IRS master file)
600 MASON RIDGE CENTER DR STE 100, SAINT LOUIS, MO 63141-8572
In care of
% CHARLIE TALLMAN
Signed the 990-PF
THOM KUHN, PRESIDENT/DIRECTOR
Phone
(314) 514-8880
Return prepared by
LOPATA FLEGEL & COMPANY LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-2270617
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$537,231
Income (IRS master file)
$136,431

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$64,270$108,480$537,231IRS
990-PFDecember 2024$58,129$252,841$581,441IRS
990-PFDecember 2023$7,191$109,057$776,153XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2270617).

Questions about PHL INC

What is the EIN of PHL INC?
The employer identification number (EIN) of PHL INC is 20-2270617.
Is PHL INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to PHL INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PHL INC file?
Form 990-PF. Private foundations file every year.
When is the next return of PHL INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PHL INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of PHL INC?
The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does PHL INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $64,270, expenses of $108,480 and total assets of $537,231 at year end.

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