Civic Intelligence

E E Murry Family Foundation

990PF • Fiscal year 2016 • EIN 23-1948416

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

Organization Profile
360 E Vine Suite 120Lexington, KY 40507

(404) 542-6383

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

69th percentile

10%

Higher net margin than 69% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

49th percentile

0.8%

Faster asset growth than 49% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-14%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$5,833,248

Up $44,784 (+0.8%) from 2015

Net Assets

Up

$5,833,248

Up $44,784 (+0.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin69th percentile

Revenue

Down

$437,251

Down $69,568 (-14%) from 2015

Expenses

Down

$392,467

Down $38,603 (-9.0%) from 2015

Net Income

Down

$44,784

Down $30,965 (-41%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$30M$20M$10M$0Assets 2010: $4,285,052Liabilities 2010: $0Net Assets 2010: $4,285,0522010Assets 2011: $4,546,592Liabilities 2011: $0Net Assets 2011: $4,546,5922011Assets 2012: $4,543,969Liabilities 2012: $0Net Assets 2012: $4,543,9692012Assets 2013: $5,156,738Liabilities 2013: $0Net Assets 2013: $5,156,7382013Assets 2014: $5,712,715Liabilities 2014: $0Net Assets 2014: $5,712,7152014Assets 2015: $5,788,464Liabilities 2015: $0Net Assets 2015: $5,788,4642015Assets 2016: $5,833,248Liabilities 2016: $0Net Assets 2016: $5,833,2482016Assets 2017: $6,023,914Liabilities 2017: $0Net Assets 2017: $6,023,9142017Assets 2018: $23,661,764Liabilities 2018: $0Net Assets 2018: $23,661,7642018Assets 2019: $21,204,986Liabilities 2019: $274Net Assets 2019: $21,204,7122019Assets 2020: $24,096,743Liabilities 2020: $16,621Net Assets 2020: $24,080,1222020Assets 2021: $23,091,367Liabilities 2021: $522Net Assets 2021: $23,090,8452021Assets 2022: $22,427,643Liabilities 2022: $0Net Assets 2022: $22,427,6432022Assets 2023: $20,982,252Liabilities 2023: $0Net Assets 2023: $20,982,2522023Assets 2024: $20,212,506Liabilities 2024: $0Net Assets 2024: $20,212,5062024

Highlighted filing

2016

Assets$5,833,248
Liabilities$0
Net Assets$5,833,248
Open 2016 Filing

Operations Trend

Revenue Growth22nd percentile

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

$20M$10M$0-$10MExpenses 2010: $521,5332010Expenses 2011: $31,7352011Expenses 2012: $230,9492012Revenue 2013: $920,305Expenses 2013: $307,536Net Income 2013: $612,7692013Revenue 2014: $907,159Expenses 2014: $351,182Net Income 2014: $555,9772014Revenue 2015: $506,819Expenses 2015: $431,070Net Income 2015: $75,7492015Revenue 2016: $437,251Expenses 2016: $392,467Net Income 2016: $44,7842016Revenue 2017: $555,554Expenses 2017: $364,888Net Income 2017: $190,6662017Revenue 2018: $19,036,504Expenses 2018: $1,398,654Net Income 2018: $17,637,8502018Revenue 2019: -$985,173Expenses 2019: $1,611,722Net Income 2019: -$2,596,8952019Revenue 2020: $3,322,390Expenses 2020: $1,506,129Net Income 2020: $1,816,2612020Revenue 2021: $464,909Expenses 2021: $1,454,185Net Income 2021: -$989,2762021Revenue 2022: $361,297Expenses 2022: $1,024,502Net Income 2022: -$663,2052022Revenue 2023: -$269,287Expenses 2023: $1,176,104Net Income 2023: -$1,445,3912023Revenue 2024: $816,048Expenses 2024: $1,585,794Net Income 2024: -$769,7462024

Highlighted filing

2016

Revenue$437,251
Expenses$392,467
Net Income$44,784
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WESLEY E MURRYTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Ee Murry Family Foundation
EIN
23-1948416
Phone
4045426383
Address
360 E VINE SUITE 120, LEXINGTON, KY 40507

Signing Officer

Name
Wesley E Murry
Title
Trustee
Phone
4045426383
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Bertz Hess & Co Llp
Address
36 EAST KING ST, LANCASTER, PA 17602
Preparer
Laura a Bender CPA
Phone
7173930767
Raw XML Appendix322 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0360 E VINE STREET SUITE 120
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LEXINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd040507
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WESLEY E MURRY
IRS990PF/StatementsRegardingActyGrp/PhoneNum04045426383
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0290000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHWAB CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WATER STREET MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0211 MAIN STREET FL 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1685 GOOD DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2210 PRINCE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LANCASTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LANCASTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd117604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd217603
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0350000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt056606
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0293394
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0364959
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0350000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0308353
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0293394
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CASH MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt037217
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt037217
TaxesSchedule/TaxesDetail/Amt0825
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WESLEY E MURRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04045426383
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/DisasterReliefTxt0EXTENSION GRANTED TO 11/15/17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EE MURRY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EEMU
ReturnHeader/Filer/EIN0231948416
ReturnHeader/Filer/PhoneNum04045426383
ReturnHeader/Filer/USAddress/AddressLine1Txt0360 E VINE SUITE 120
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040507
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId016251F668C1FE10AE2052EB0D75BAAF911CC332F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F265BCF60E864624DE1BB373A49D316C6D0255E1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231709427
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERTZ HESS & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036 EAST KING ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017602
ReturnHeader/PreparerPersonGrp/PhoneNum07173930767
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA A BENDER CPA
ReturnHeader/ReturnTs02017-11-13T13:09:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,833,248
Liabilities
$0
Net assets
$5,833,248
Revenue
$437,251
Expenses
$392,467
Net income
$44,784
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$0.82$1.59$0.77
2023Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$0.27$1.18$1.45
2022Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$0.36$1.02$0.66
2021Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$0.46$1.45$0.99
2020Detailed filing. Detailed filing data is available for this year.$24.1$0.02$24.1$3.32$1.51$1.82
2019Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$0.99$1.61$2.60
2018Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$19.0$1.40$17.6
2017Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.56$0.36$0.19
2016Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.44$0.39$0.04
2015Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.51$0.43$0.08
2014Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.91$0.35$0.56
2013Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.92$0.31$0.61
2012Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.23
2011Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.03
2010Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.52