Civic Intelligence

Joe Plumeri Foundation Inc.

990PF • Fiscal year 2011 • EIN 33-1126619

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 15, 2012

Organization Profile
C/O AYCO COMPANY lp po box 86012866
Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2011 filings • NTEE T22 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

2011 filings • NTEE T22 • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets85th percentile

Assets

$176,627

No earlier filing loaded for comparison.

Net Assets

$176,627

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$4,208,766

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10M$5.0M$0Assets 2011: $176,627Liabilities 2011: $0Net Assets 2011: $176,6272011Assets 2012: $123,554Liabilities 2012: $0Net Assets 2012: $123,5542012Assets 2019: $3,748,857Liabilities 2019: $0Net Assets 2019: $3,748,8572019Assets 2020: $9,124,340Liabilities 2020: $0Net Assets 2020: $9,124,3402020Assets 2021: $7,598,120Liabilities 2021: $0Net Assets 2021: $7,598,1202021Assets 2022: $7,709,980Liabilities 2022: $0Net Assets 2022: $7,709,9802022Assets 2023: $7,507,313Liabilities 2023: $0Net Assets 2023: $7,507,3132023Assets 2024: $5,206,093Liabilities 2024: $0Net Assets 2024: $5,206,0932024

Highlighted filing

2011

Assets$176,627
Liabilities$0
Net Assets$176,627
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2011: $4,208,7662011Expenses 2012: $379,1362012Revenue 2019: $615,100Expenses 2019: $2,951,742Net Income 2019: -$2,336,6422019Revenue 2020: $8,276,069Expenses 2020: $2,871,082Net Income 2020: $5,404,9872020Revenue 2021: $386,924Expenses 2021: $1,914,866Net Income 2021: -$1,527,9422021Revenue 2022: $2,311,895Expenses 2022: $2,202,271Net Income 2022: $109,6242022Revenue 2023: $2,068,843Expenses 2023: $2,098,305Net Income 2023: -$29,4622023Revenue 2024: $418,303Expenses 2024: $2,710,381Net Income 2024: -$2,292,0782024

Highlighted filing

2011

Revenue-
Expenses$4,208,766
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 15, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
joseph j PLUMERIPresident - As Needed-$0--
jay plumeriVice President - As Needed-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grantsee attachmentgeneral charitable purposes501(c)3see attachment, NY, US$4,208,327
Filing and Contact Details

Filer

EIN
33-1126619
Raw XML Appendix307 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1jay plumeri
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT - as needed
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1vice president - as needed
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IRS990PF/SummaryOfDirectCharitableActy/Description10PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT
IRS990PF/SummaryOfDirectCharitableActy/Description20UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
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IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription01,353 SHARES AIR LIQUIDE
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription172 SHARES LUKOIL OIL CO.
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription2150,000 SHARES WILLIS GROUP HOLDINGS
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount05194217
OtherDecreasesSchedule/OtherDecreases/Amount10
OtherDecreasesSchedule/OtherDecreases/Description0APPRECIATION OVER DONOR'S COST BASIS ON
OtherDecreasesSchedule/OtherDecreases/Description1ASSETS CONTRIBUTION TO THE FOUNDATION
OtherExpensesSchedule/OtherExpenses/Description0NYS FILING FEE
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/Description2RECLAIMABLE FOREIGN TAX
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OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks142
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks290
OtherIncreasesSchedule/OtherIncreases/Amount03845151
OtherIncreasesSchedule/OtherIncreases/Amount10
OtherIncreasesSchedule/OtherIncreases/Description0APPRECIATION OVER DONOR'S COST BASIS ON
OtherIncreasesSchedule/OtherIncreases/Description1ASSETS DONATED BY THE FOUNDATION
TaxesSchedule/Taxes/Amount0157
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/NetInvestmentIncome0157
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0331126619
ReturnHeader/Filer/Name/BusinessNameLine10JOE PLUMERI FOUNDATION INC
ReturnHeader/Filer/NameControl0JOEP
ReturnHeader/Filer/Phone05188864130
ReturnHeader/Filer/USAddress/AddressLine10C/O AYCO COMPANY lp po box 860
ReturnHeader/Filer/USAddress/City0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode012866
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-03-15
ReturnHeader/Officer/Name0JOSEPH PLUMERI
ReturnHeader/Officer/Title0officer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10The Ayco Company LP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 15014
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ALBANY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0122125014
ReturnHeader/Preparer/Name0Daniel Piazza
ReturnHeader/Preparer/Phone05186405000
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-03-19T08:14:26-04:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,627
Liabilities
$0
Net assets
$176,627
Revenue
-
Expenses
$4,208,766
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.42$2.71$2.29
2023Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$2.07$2.10$0.03
2022Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$2.31$2.20$0.11
2021Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.39$1.91$1.53
2020Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$8.28$2.87$5.40
2019Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.62$2.95$2.34
2012Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.38
2011Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$4.21