Civic Intelligence

Joe Plumeri Foundation Inc.

990PF • Fiscal year 2012 • EIN 33-1126619

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 13, 2013

Organization Profile
C/O AYCO COMPANY lp po box 860Suite12866
Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2012 filings • NTEE T22 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

2012 filings • NTEE T22 • <$500k nonprofits • Source year 2012

Asset Growth

15th percentile

-30%

Faster asset growth than 15% of similar nonprofits.

2012 filings • NTEE T22 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$123,554

Down $53,073 (-30%) from 2011

Net Assets

Down

$123,554

Down $53,073 (-30%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$379,136

Down $3,829,630 (-91%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

2012

Assets$123,554
Liabilities$0
Net Assets$123,554
Open 2012 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

2012

Revenue-
Expenses$379,136
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 13, 2013
Return Version
2012v2.1
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)3various, NY, US$323,745
Paid Grantsee attachmentgeneral charitable purposes501(c)3various, NY, US$51,000
Filing and Contact Details

Filer

EIN
33-1126619
Raw XML Appendix283 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/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-338946
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0285873
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0123554
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj064520
IRS990PF/DistributableAmount/DistributableAmountBeforeDed064520
IRS990PF/DistributableAmount/MinimumInvestmentReturn065241
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0721
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0joseph j PLUMERI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1jay plumeri
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT - as needed
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1vice president - as needed
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10C/O AYCO COMPANY lp po box 860
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11C/O AYCO COMPANY lp po box 860
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IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio04.645619
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0374745
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
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IRS990PF/QualifyingDistributions/ExpensesAndContributions0374745
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10AYCO COMPANY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05188864130
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 860
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SARATOGA SPRINGS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode012866
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IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
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IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
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).
IRS990PF/SumOfProgramRelatedInvestments/Description10NONE
IRS990PF/SupplementaryInformation/ContributingManager0JOSEPH J PLUMERI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount051000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1323745
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0general charitable purposes
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1general charitable purposes
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10see attachment
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11see attachment
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(c)3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(c)3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10various
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11various
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0various
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1various
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode010001
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IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0374745
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IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
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IRS990PF/UndistributedIncome/UndistributedIncomeCY00
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OtherExpensesSchedule/OtherExpenses/Description0NYS FILING FEE
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/Description2RECLAIMABLE FOREIGN TAX
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome050
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome13922
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0250
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks150
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks23922
OtherIncreasesSchedule/OtherIncreases/Amount0285844
OtherIncreasesSchedule/OtherIncreases/Amount10
OtherIncreasesSchedule/OtherIncreases/Amount229
OtherIncreasesSchedule/OtherIncreases/Description0APPRECIATION OVER DONOR'S COST BASIS ON
OtherIncreasesSchedule/OtherIncreases/Description1ASSETS DONATED BY THE FOUNDATION
OtherIncreasesSchedule/OtherIncreases/Description2NONTAXABLE BASIS ADJUSTMENT AIR LIQUIDE
TaxesSchedule/Taxes/Amount0169
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/NetInvestmentIncome0169
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0331126619
ReturnHeader/Filer/InCareOfName0% AYCO COMPANY
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/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode012866
ReturnHeader/Officer/DateSigned02013-03-13
ReturnHeader/Officer/Name0JOSEPH PLUMERI
ReturnHeader/Officer/Title0trustee
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/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-03-14T14:33:33-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,554
Liabilities
$0
Net assets
$123,554
Revenue
-
Expenses
$379,136
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