Civic Intelligence

Palmer Foundation Inc.

990PF • Fiscal year 2013 • EIN 26-2326557

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 12, 2014

73 Bahama Cir33606

(352) 237-6145

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

89th percentile

34%

Faster asset growth than 89% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$633,595

Up $160,250 (+34%) from 2012

Net Assets

Up

$633,595

Up $160,250 (+34%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$211,988

No earlier filing loaded for comparison.

Expenses

Up

$50,973

Up $24,073 (+89%) from 2012

Net Income

$161,015

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $572Liabilities 2010: $0Net Assets 2010: $5722010Assets 2011: $245Liabilities 2011: $0Net Assets 2011: $2452011Assets 2012: $473,345Liabilities 2012: $0Net Assets 2012: $473,3452012Assets 2013: $633,595Liabilities 2013: $0Net Assets 2013: $633,5952013Assets 2014: $1,619,829Liabilities 2014: $0Net Assets 2014: $1,619,8292014Assets 2015: $4,348,345Liabilities 2015: $0Net Assets 2015: $4,348,3452015Assets 2016: $4,376,059Liabilities 2016: $0Net Assets 2016: $4,376,0592016Assets 2017: $4,408,253Liabilities 2017: $0Net Assets 2017: $4,408,2532017Assets 2018: $4,318,661Liabilities 2018: $0Net Assets 2018: $4,318,6612018Assets 2019: $4,173,742Liabilities 2019: $0Net Assets 2019: $4,173,7422019Assets 2020: $3,950,833Liabilities 2020: $1,408Net Assets 2020: $3,949,4252020Assets 2021: $3,920,039Liabilities 2021: $0Net Assets 2021: $3,920,0392021Assets 2022: $3,768,397Liabilities 2022: $1,000Net Assets 2022: $3,767,3972022Assets 2023: $3,654,036Liabilities 2023: $0Net Assets 2023: $3,654,0362023Assets 2024: $3,736,602Liabilities 2024: $0Net Assets 2024: $3,736,6022024

Highlighted filing

2013

Assets$633,595
Liabilities$0
Net Assets$633,595

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $6,7332010Expenses 2011: $1,3272011Expenses 2012: $26,9002012Revenue 2013: $211,988Expenses 2013: $50,973Net Income 2013: $161,0152013Revenue 2014: $621,423Expenses 2014: $61,936Net Income 2014: $559,4872014Revenue 2015: $592,283Expenses 2015: $114,445Net Income 2015: $477,8382015Revenue 2016: $190,475Expenses 2016: $171,240Net Income 2016: $19,2352016Revenue 2017: $300,107Expenses 2017: $272,794Net Income 2017: $27,3132017Revenue 2018: $199,912Expenses 2018: $290,243Net Income 2018: -$90,3312018Revenue 2019: $154,551Expenses 2019: $300,647Net Income 2019: -$146,0962019Revenue 2020: $82,248Expenses 2020: $307,887Net Income 2020: -$225,6392020Revenue 2021: $288,449Expenses 2021: $317,758Net Income 2021: -$29,3092021Revenue 2022: $128,521Expenses 2022: $280,907Net Income 2022: -$152,3862022Revenue 2023: $166,963Expenses 2023: $279,804Net Income 2023: -$112,8412023Revenue 2024: $330,690Expenses 2024: $247,273Net Income 2024: $83,4172024

Highlighted filing

2013

Revenue$211,988
Expenses$50,973
Net Income$161,015
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 12, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN P KLEINPresident-$0--
MARGARET P PARKSDirector-$0--
CHRISTINE WISSINGERSecretary/Tr-$0--
Filing and Contact Details

Filer

EIN
26-2326557
Phone
3522376145

Signing Officer

Name
Susan P Klein
Title
President
Phone
3522376145
Signed
2014-04-12

Preparer

Preparer
Sheryll a Goedert CPA
Phone
3527325601
Raw XML Appendix347 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10BOYS AND GIRLS CLUB OF MARION CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11COMMUNITY WITH A HEART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12GRACE EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13INTERFAITH EMERGENCY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15SKILL DAY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine16GRACE CHRISTIAN SCHOOL OF OCALA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine17REDEEMER SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10800 SW 12 AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine112121 SW 19TH AVENUE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12510 SE BROADWAY ST STE100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13435 NW 2 ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine141424 NE EXPRESSWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine151700 NW 17TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine164410 SE 3RD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine17155 SW 87TH PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0OCALA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1OCALA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2OCALA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3OCALA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5OCALA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City6OCALA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City7OCALA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State6FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode034471
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode134474
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode234471
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode334475
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode430329
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode534475
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode634480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode734476
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt047000
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt026333
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt073333
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt047000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt026333
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt047000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt047000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt073333
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026333
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARGARET P AYRES TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10PO BOX 367
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0OCALA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode034478
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0200000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amount0765
OtherDecreasesSchedule/OtherDecreasesDetail/Description0RETURN OF CAPITAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TRUSTEE & EXECUTOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN TAX - DIVIDENDS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FOREIGN TAX - NQ DIVIDENDS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03354
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt144
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt214
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03354
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt144
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt214
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MARGARET P AYRES TRUST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine10PO BOX 367
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City0OCALA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode034478
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/CategoryTxt0FL ANNUAL REPORT
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt061
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN P KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03522376145
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10PALMER FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PALM
ReturnHeader/Filer/EIN0262326557
ReturnHeader/Filer/PhoneNum03522376145
ReturnHeader/Filer/USAddress/AddressLine1073 BAHAMA CIR
ReturnHeader/Filer/USAddress/City0TAMPA
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033606
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10COLLIER JERNIGAN & GOEDERT PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10550 NE 25TH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0OCALA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0344707035
ReturnHeader/PreparerPersonGrp/PhoneNum03527325601
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERYLL A GOEDERT CPA
ReturnHeader/ReturnTs02014-04-15T14:23:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.33$0.25$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.17$0.28$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.13$0.28$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.29$0.32$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.08$0.31$0.23
2019Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.15$0.30$0.15
2018Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.20$0.29$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.30$0.27$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.19$0.17$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.59$0.11$0.48
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.62$0.06$0.56
2013Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.21$0.05$0.16
2012Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01
Peer Organizations

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