Civic Intelligence

Memphis Plough Community Foundation

990 • Fiscal year 2022 • EIN 23-7047899

May 01, 2021 to Apr 30, 2022 • Filed on Mar 09, 2023

Organization ProfileWWW.CFGM.ORG
1900 Union AvenueMemphis, TN 38112

(901) 728-4600

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.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

96th percentile

83%

Higher net margin than 96% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

96th percentile

$386,572

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 211.6% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

17th percentile

-11%

Faster asset growth than 17% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

85th percentile

60%

Faster revenue growth than 85% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,832,279

Down $234,120 (-11%) from 2021

Net Assets

Down

$1,832,279

Down $234,120 (-11%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin96th percentile

Revenue

Up

$182,673

Up $68,846 (+60%) from 2021

Expenses

Down

$31,851

Down $65,029 (-67%) from 2021

Net Income

Up

$150,822

Up $133,875 (+790%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$3.0M$2.0M$1.0M$0Assets 2016: $1,770,946Liabilities 2016: $0Net Assets 2016: $1,770,9462016Assets 2021: $2,066,399Liabilities 2021: $0Net Assets 2021: $2,066,3992021Assets 2022: $1,832,279Liabilities 2022: $0Net Assets 2022: $1,832,2792022Assets 2023: $1,756,509Liabilities 2023: $975Net Assets 2023: $1,755,5342023Assets 2024: $1,846,258Liabilities 2024: $0Net Assets 2024: $1,846,2582024Assets 2025: $1,919,860Liabilities 2025: $0Net Assets 2025: $1,919,8602025

Highlighted filing

2022

Assets$1,832,279
Liabilities$0
Net Assets$1,832,279
Open 2022 Filing

Operations Trend

Revenue Growth85th percentile

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

$200K$100K$0-$100KRevenue 2016: $76,211Expenses 2016: $95,064Net Income 2016: -$18,8532016Revenue 2021: $113,827Expenses 2021: $96,880Net Income 2021: $16,9472021Revenue 2022: $182,673Expenses 2022: $31,851Net Income 2022: $150,8222022Revenue 2023: $15,182Expenses 2023: $101,982Net Income 2023: -$86,8002023Revenue 2024: $77,873Expenses 2024: $99,558Net Income 2024: -$21,6852024Revenue 2025: $74,310Expenses 2025: $102,841Net Income 2025: -$28,5312025

Highlighted filing

2022

Revenue$182,673
Expenses$31,851
Net Income$150,822
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Mar 9, 2023
Return Version
2021v4.2
Gross Receipts
$182,673
Mission and Program Overview

Mission

The primary exempt purpose of the organization is to assist the community foundation of greater memphis, inc. In carrying out its charitable mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,066,399$1,832,279▼ $234,120
Total Assets$2,066,399$1,832,279▼ $234,120
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,066,399$1,832,279▼ $234,120
Total Net Assets Fund Balance$2,066,399$1,832,279▼ $234,120
Total Liabilities and Net Assets / Fund Balance$2,066,399$1,832,279▼ $234,120

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,832,279--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleOtherTotal
Julia C McdonaldDirector$139,733$139,733

Board Members and Trustees

NameTitle
Chris KelleyChair
Robert M FocklerPresident
J Kenneth MarstonVice-chair
Duncan L MillerDirector
Jay HealyDirector
Kathy Moore CowanDirector
Robert J QuinnDirector
Alexander HoltelDirector Thru 10.21
Barabara S MoraAssistant Secretary
J Martin Regan JrSecretary
George LummTreasurer Start 2.22
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$182,673
Other Revenue
$0
Change in Net Assets
$150,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,851
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$20,454--$20,454
Fees for Service Investment Mgmnt Fees-$11,397-$11,397
Total Functional Expenses$20,454$11,397$0$31,851
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The foundation distributes the form 990 to its directors via email. The directors then have the opportunity to review the filing and respond to the treasurer with any questions or concerns. If the treasurer does not receive any inquiries after a reasonable period of time then he will consider this as approval for the form 990 to be filed.”

Form 990, Part VI, Section B, Line 12C

“The policy is provided to all directors, principal officers, and top management annually. They are asked to sign a statement affirming that they have received a copy of the policy, have read and understand the policy, and agree to comply with the policy. The board is also surveyed for any issues. In the event of a potential conflict during the year, the interested person shall recuse himself/herself from all discussions and vote on the matter.”

Form 990, Part VI, Section B, Line 15

“Key personnel in support of the foundation are employees of the community foundation of greater memphis ("cfgm"), the supported organization, and are subject to the compensation and personnel policies of cfgm. Cfgm consistently reviews and documents its compensation structure to ensure reasonableness.”

Form 990, Part VI, Section C, Line 19

“The foundation's form 990 is maintained in the organization's office and is available upon request. Additionally, it is also available on the web site www.guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Memphis-plough Community Foundation
EIN
23-7047899
Phone
9017284600
Address
1900 UNION AVENUE, MEMPHIS, TN 38112

Signing Officer

Name
Robert M Fockler
Title
President
Phone
9017284600
Signed
2023-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert M Fockler
Formed
1974
Legal Domicile
Tn
Voting Board Members
9
Independent Board Members
5
Employees
0
Volunteers
9

Preparer

Firm
Elliott Davis Llcpllc
Address
500 EAST MOREHEAD STREET SUITE 700, CHARLOTTE, NC 28202
Preparer
Janice a Ratica
Phone
7043338881
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfers to related organizations -72,572.”

FORM 990, PART XII, LINE 2C:

“The process has not changed.”

Financial Statement Notes

PART X, LINE 2:

“The foundation has been determined to be exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code as evidenced by a determination letter dated august 22, 1990. Additionally, the foundation has been determined to be an organization that is not a private foundation. The foundation has determined that it does not have any material unrecognized tax positions as of april 30, 2022 and 2021.”

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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt020454
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COMMUNITY FOUNDATION OF GREATER MEMPHIS INC
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IRS990ScheduleA/SupportingOrgType1Ind0X
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01832279
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT IN CFGM BALANCED POOL
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS EVIDENCED BY A DETERMINATION LETTER DATED AUGUST 22, 1990. ADDITIONALLY, THE FOUNDATION HAS BEEN DETERMINED TO BE AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE FOUNDATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX POSITIONS AS OF APRIL 30, 2022 AND 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1336000
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ALEXANDER HOLTEL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ROBERT M FOCKLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2BARABARA S MORA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR THRU 10.21
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2ASSISTANT SECRETARY
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1386572
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2186331
IRS990ScheduleJ/SeverancePaymentInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0ALEX HOLTEL RECEIVED ONE YEAR'S PAY AS SEVERANCE AT THE TIME OF HIS DEPARTURE IN OCTOBER OF 2021.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4A
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION DISTRIBUTES THE FORM 990 TO ITS DIRECTORS VIA EMAIL. THE DIRECTORS THEN HAVE THE OPPORTUNITY TO REVIEW THE FILING AND RESPOND TO THE TREASURER WITH ANY QUESTIONS OR CONCERNS. IF THE TREASURER DOES NOT RECEIVE ANY INQUIRIES AFTER A REASONABLE PERIOD OF TIME THEN HE WILL CONSIDER THIS AS APPROVAL FOR THE FORM 990 TO BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE POLICY IS PROVIDED TO ALL DIRECTORS, PRINCIPAL OFFICERS, AND TOP MANAGEMENT ANNUALLY. THEY ARE ASKED TO SIGN A STATEMENT AFFIRMING THAT THEY HAVE RECEIVED A COPY OF THE POLICY, HAVE READ AND UNDERSTAND THE POLICY, AND AGREE TO COMPLY WITH THE POLICY. THE BOARD IS ALSO SURVEYED FOR ANY ISSUES. IN THE EVENT OF A POTENTIAL CONFLICT DURING THE YEAR, THE INTERESTED PERSON SHALL RECUSE HIMSELF/HERSELF FROM ALL DISCUSSIONS AND VOTE ON THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KEY PERSONNEL IN SUPPORT OF THE FOUNDATION ARE EMPLOYEES OF THE COMMUNITY FOUNDATION OF GREATER MEMPHIS ("CFGM"), THE SUPPORTED ORGANIZATION, AND ARE SUBJECT TO THE COMPENSATION AND PERSONNEL POLICIES OF CFGM. CFGM CONSISTENTLY REVIEWS AND DOCUMENTS ITS COMPENSATION STRUCTURE TO ENSURE REASONABLENESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION'S FORM 990 IS MAINTAINED IN THE ORGANIZATION'S OFFICE AND IS AVAILABLE UPON REQUEST. ADDITIONALLY, IT IS ALSO AVAILABLE ON THE WEB SITE WWW.GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFERS TO RELATED ORGANIZATIONS -72,572.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COMMUNITY FOUNDATION OF GREATER MEMPHIS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE CANALE FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2COMMUNITY FOUNDATION REALTY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3THE CLARENCE DAY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4THE DUNAVANT FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5GILLILAND FAMILY FUND INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6MARTIN FAMILY FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7MARCH FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt8THE PICTSWEET FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt9PORTER-LEATH EARLY CHILDHOOD FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt10THE TURLEY FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0581723645
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN8621248225

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,832,279
Liabilities
$0
Net assets
$1,832,279
Revenue
$182,673
Expenses
$31,851
Net income
$150,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.07$0.10$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.08$0.10$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.02$0.10$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.18$0.03$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.00$2.07$0.11$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.08$0.10$0.02