Civic Intelligence

The Mullervy Family Foundation

EIN 30-6267233 • Palm Beach, FL

222 Royal Palm WayPalm Beach, FL 33480
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

65th percentile

7.6%

Faster asset growth than 65% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

105%

Faster revenue growth than 88% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$658,727

Up $46,550 (+7.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$658,727

Up $46,550 (+7.6%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin98th percentile

Revenue

Up

$48,535

Up $24,849 (+105%) from 2023

Expenses

Down

$1,985

Down $45,006 (-96%) from 2023

Net Income

Up

$46,550

Up $69,855 (+300%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2013: $199,484Liabilities 2013: $0Net Assets 2013: $199,4842013Assets 2014: $300,698Liabilities 2014: $0Net Assets 2014: $300,6982014Assets 2015: $450,512Liabilities 2015: $0Net Assets 2015: $450,5122015Assets 2016: $665,739Liabilities 2016: $0Net Assets 2016: $665,7392016Assets 2017: $680,895Liabilities 2017: $0Net Assets 2017: $680,8952017Assets 2018: $687,618Liabilities 2018: $0Net Assets 2018: $687,6182018Assets 2019: $685,333Liabilities 2019: $0Net Assets 2019: $685,3332019Assets 2020: $661,007Liabilities 2020: $0Net Assets 2020: $661,0072020Assets 2021: $628,760Liabilities 2021: $0Net Assets 2021: $628,7602021Assets 2022: $635,482Liabilities 2022: $0Net Assets 2022: $635,4822022Assets 2023: $612,177Liabilities 2023: $0Net Assets 2023: $612,1772023Assets 2024: $658,727Liabilities 2024: $0Net Assets 2024: $658,7272024

Highlighted filing

2024

Assets$658,727
Liabilities$0
Net Assets$658,727
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2013: $106,630Expenses 2013: $1,567Net Income 2013: $105,0632013Revenue 2014: $107,732Expenses 2014: $6,518Net Income 2014: $101,2142014Revenue 2015: $156,872Expenses 2015: $7,058Net Income 2015: $149,8142015Revenue 2016: $236,976Expenses 2016: $21,749Net Income 2016: $215,2272016Revenue 2017: $35,203Expenses 2017: $20,047Net Income 2017: $15,1562017Revenue 2018: $36,590Expenses 2018: $29,867Net Income 2018: $6,7232018Revenue 2019: $45,316Expenses 2019: $47,601Net Income 2019: -$2,2852019Revenue 2020: $17,434Expenses 2020: $41,760Net Income 2020: -$24,3262020Revenue 2021: $69,679Expenses 2021: $101,926Net Income 2021: -$32,2472021Revenue 2022: $10,533Expenses 2022: $3,811Net Income 2022: $6,7222022Revenue 2023: $23,686Expenses 2023: $46,991Net Income 2023: -$23,3052023Revenue 2024: $48,535Expenses 2024: $1,985Net Income 2024: $46,5502024

Highlighted filing

2024

Revenue$48,535
Expenses$1,985
Net Income$46,550
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$658,727
Liabilities
$0
Net assets
$658,727
Revenue
$48,535
Expenses
$1,985
Net income
$46,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.49$0.02$0.47
2023Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.24$0.47$0.23
2022Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.11$0.04$0.07
2021Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.70$1.02$0.32
2020Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.17$0.42$0.24
2019Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.45$0.48$0.02
2018Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.37$0.30$0.07
2017Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.35$0.20$0.15
2016Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$2.37$0.22$2.15
2015Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$1.57$0.07$1.50
2014Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$1.08$0.07$1.01
2013Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$1.07$0.02$1.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BESSEMER TRUST COMPANY OF FLORIDACorporate TrusteePT$0--
TERENCE A MULLERVYTrustee-$0--
MARY L MULLERVYTrustee-$0--
SCOTT W MULLERVYTrustee-$0--
LYNNE M MULLERVYTrustee-$0--
MARK C MULLERVYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Mullervy Family Foundation
EIN
30-6267233
Phone
5165089694
Address
222 ROYAL PALM WAY, PALM BEACH, FL 33480

Signing Officer

Name
Kevin Barry
Title
Trustee
Phone
5165089694
Signed
2025-05-08
Raw XML Appendix313 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd433480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd533480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01275
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01275
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BESSEMER TRUST COMPANY OF FLORIDA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O BESSEMER TRUST 222 ROYAL PALM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALM BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033480
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05165089694
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0TERENCE A MULLERVY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MARY L MULLERVY
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01275
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038238
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt016622
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05127
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt016622
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01275
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016622
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020341
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0120
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN BARRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05165089694
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MULLERVY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BESSEMER TRUST COMPANY OF FLORIDA
ReturnHeader/Filer/BusinessNameControlTxt0MULL
ReturnHeader/Filer/EIN0306267233
ReturnHeader/Filer/PhoneNum05165089694
ReturnHeader/Filer/USAddress/AddressLine1Txt0222 ROYAL PALM WAY
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02025-05-08T10:35:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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