Civic Intelligence

Hellen Ingram Plummer Charitable Foundation Inc.

990PF • Fiscal year 2023 • EIN 22-3365605

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 01, 2024

PO Box 1532 AftPennington, NJ 08534

(888) 866-3275

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE T • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE T • $10M-$25M nonprofits • Source year 2023

Net Margin

39th percentile

-26%

Higher net margin than 39% of similar nonprofits.

2023 filings • NTEE T • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • NTEE T • $10M-$25M nonprofits • Source year 2023

Asset Growth

38th percentile

-1.5%

Faster asset growth than 38% of similar nonprofits.

2023 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

58%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Down

$15,793,541

Down $245,963 (-1.5%) from 2022

Net Assets

Down

$15,793,541

Down $245,963 (-1.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$724,960

Up $266,670 (+58%) from 2022

Expenses

Down

$910,634

Down $129,747 (-12%) from 2022

Net Income

Up

-$185,674

Up $396,417 (+68%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $12,641,615Liabilities 2011: $02011Assets 2012: $13,614,415Liabilities 2012: $02012Assets 2013: $15,348,573Liabilities 2013: $02013Assets 2014: $15,613,287Liabilities 2014: $02014Assets 2019: $16,910,645Liabilities 2019: $0Net Assets 2019: $16,910,6452019Assets 2020: $17,609,515Liabilities 2020: $0Net Assets 2020: $17,609,5152020Assets 2021: $19,513,861Liabilities 2021: $0Net Assets 2021: $19,513,8612021Assets 2022: $16,039,504Liabilities 2022: $0Net Assets 2022: $16,039,5042022Assets 2023: $15,793,541Liabilities 2023: $0Net Assets 2023: $15,793,5412023Assets 2024: $14,656,150Liabilities 2024: $0Net Assets 2024: $14,656,1502024

Highlighted filing

2023

Assets$15,793,541
Liabilities$0
Net Assets$15,793,541

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $620,079Expenses 2011: $652,983Net Income 2011: -$32,9042011Revenue 2012: $1,214,906Expenses 2012: $590,278Net Income 2012: $624,6282012Revenue 2013: $1,258,145Expenses 2013: $924,316Net Income 2013: $333,8292013Revenue 2014: $1,286,163Expenses 2014: $903,262Net Income 2014: $382,9012014Revenue 2019: $649,531Expenses 2019: $943,561Net Income 2019: -$294,0302019Revenue 2020: $695,019Expenses 2020: $1,036,523Net Income 2020: -$341,5042020Revenue 2021: $3,986,470Expenses 2021: $1,097,454Net Income 2021: $2,889,0162021Revenue 2022: $458,290Expenses 2022: $1,040,381Net Income 2022: -$582,0912022Revenue 2023: $724,960Expenses 2023: $910,634Net Income 2023: -$185,6742023Revenue 2024: $1,248,796Expenses 2024: $2,453,900Net Income 2024: -$1,205,1042024

Highlighted filing

2023

Revenue$724,960
Expenses$910,634
Net Income-$185,674
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 1, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERE W GOLDSMITHVice President-$0--
MARK E MAGOWANPresident-$0--
AMY MERRILLVice President-$0--
WALTON RAWLSTrustee-$0--
OLIVER MERRILLTrustee-$0--
GLEN GOLDSMITHTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST JOHN'S PARISH - PROTESTANT EPISCOPALSUPPORT RECTOR WARDENS ANDPCNEW YORK, NY, US$165,000
Paid GrantCATHEDRAL OF ST PHILIP - EPISCOPALSUPPORT THE CATHEDRAL OFPCATLANTA, GA, US$105,000
Paid GrantJAMES MERRILL HOUSE FOUNDATIONUNRESTRICTED GENERALPCSTONINGTON, CT, US$40,000
Paid GrantATLANTA SYMPHONY (WOODRUFF ARTS CENTER)SUPPORT ATLANTA SYMPHONYPCATLANTA, GA, US$30,250
Paid GrantTHE MACDOWELL COLONYUNRESTRICTED GENERALPCPETERBOROUGH, NH, US$30,000
Paid GrantON THE RISE INCUNRESTRICTED GENERALPCCAMBRIDGE, MA, US$25,000
Paid GrantCONCRETE TEMPLE THEATREUNRESTRICTED GENERALPCNEW YORK, NY, US$25,000
Paid GrantALLIANCE FOR CHRISTIAN MEDIAUNRESTRICTED GENERALPCATLANTA, GA, US$25,000
Paid GrantBUCKHEAD CHRISTIAN MINISTRY INCUNRESTRICTED GENERALPCATLANTA, GA, US$25,000
Paid GrantSHEPHERD CENTER INCUNRESTRICTED GENERALPCATLANTA, GA, US$21,000
Paid GrantCHILDRENS' HEALTHCARE OF ATLANTA INCUNRESTRICTED GENERALPCATLANTA, GA, US$21,000
Paid GrantCHRIST EPISCOPAL CHURCH OF PONTE VERDAUNRESTRICTED GENERALPCORLANDO, FL, US$21,000
Paid GrantVERMONT STUDIO CENTER INCUNRESTRICTED GENERALPCJOHNSON, VT, US$20,000
Paid GrantGEORGIA JUSTICE PROJECTUNRESTRICTED GENERALPCMACON, GA, US$20,000
Paid GrantEPISCOPAL CHARITIES OF THE NY DIOCESEUNRESTRICTED GENERALPCNEW YORK, NY, US$15,000
Paid GrantCATSKILL ART SOCIETYUNRESTRICTED GENERALPCLIVINGSTON MANOR, NY, US$15,000
Paid GrantWORKING TITLE PLAYWRIGHTS INCUNRESTRICTED GENERALPCATLANTA, GA, US$15,000
Paid GrantCOMMONWEALTH SCHOOL INCUNRESTRICTED GENERALPCBOSTON, MA, US$11,200
Paid GrantNATIONAL SOCIETY OF COLONIAL DAMES IN NYUNRESTRICTED GENERALPCNEW YORK, NY, US$11,200
Paid GrantRECTORS WARDENS & VESTRY- CHURCH OF THEUNRESTRICTED GENERALPCNEW YORK, NY, US$11,200
Paid GrantJUNIOR LEAGUE OF ATLANTA INCUNRESTRICTED GENERALPCATLANTA, GA, US$11,200
Paid GrantST LUKE'S EPISCOPAL CHURCHUNRESTRICTED GENERALPCATLANTA, GA, US$11,200
Paid GrantFORWARD ARTS FOUNDATION INCUNRESTRICTED GENERALPCATLANTA, GA, US$11,200
Paid GrantREGIONAL COUNCIL OF CHURCHES OF ATLANTAUNRESTRICTED GENERALPCATLANTA, GA, US$11,200
Paid GrantDONOHO SCHOOLSUPPORT THOMAS SIMS POTTSPCANNISTON, AL, US$11,200
Paid GrantFAMILY HERITAGE FOUNDATIONUNRESTRICTED GENERALPCSTONE MOUNTAIN, GA, US$10,000
Paid GrantEL SOL JUPITERS NEIGHBORHOOD RESOURCEUNRESTRICTED GENERALPCJUPITER, FL, US$10,000
Paid GrantHISTORIC HARRISVILLE NHUNRESTRICTED GENERALPCHARRISVILLE, NH, US$10,000
Paid GrantUNITED SOUTH END SETTLEMENTSUNRESTRICTED GENERALPCBOSTON, MA, US$10,000
Paid GrantSOUTHEAST ASIAN COALITIONUNRESTRICTED GENERALPCCHARLOTTE, NC, US$10,000
Paid GrantEPISCOPAL LEGAL AID - DIOCESE OF PAUNRESTRICTED GENERALPCHAVERFORD, PA, US$10,000
Paid GrantSAINT ANDREW'S DUNE CHURCHUNRESTRICTED GENERALPCSOUTHAMPTON, NY, US$5,250
Paid GrantAMERICAN NATIONAL RED CROSSUNRESTRICTED GENERALPCWASHINGTON, DC, US$5,250
Paid GrantATLANTA SPEECH SCHOOL INCUNRESTRICTED GENERALPCATLANTA, GA, US$5,250
Paid GrantATLANTA BALLET INCUNRESTRICTED GENERALPCATLANTA, GA, US$5,250
Paid GrantSOCIETY OF THE FOUR ARTSUNRESTRICTED GENERALPCPALM BEACH, FL, US$5,250
Paid GrantHOSPICE GUILD FFN OF PALM BEACH COUNTYUNRESTRICTED GENERALPCPALM BEACH, FL, US$5,250
Filing and Contact Details

Filer

Filer Name
Hellen I Plummer Charitable Foundation
EIN
22-3365605
Phone
8888663275
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534

Signing Officer

Name
Mark Magowan
Title
President
Phone
8888663275
Signed
2024-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534
Preparer
Karen J Kiser
Phone
8888663275
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0UNRESTRICTED GENERAL SUPPORT
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Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • NTEE T20J • $10M-$25M nonprofits