Civic Intelligence

Joe Plumeri Foundation Inc.

990PF • Fiscal year 2019 • EIN 33-1126619

Jan 01, 2019 to Dec 31, 2019 • Filed on May 10, 2020

Organization Profile
c/o Ayco Company LP PO Box 15201Albany, NY 12212-5201

(518) 640-5000

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.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

82nd percentile

0.00x

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

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Net Margin

6th percentile

-380%

Higher net margin than 6% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$3,748,857

Up $3,625,303 (+2934%) from 2012

Net Assets

Up

$3,748,857

Up $3,625,303 (+2934%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin6th percentile

Revenue

$615,100

No earlier filing loaded for comparison.

Expenses

Up

$2,951,742

Up $2,572,606 (+679%) from 2012

Net Income

-$2,336,642

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

2019

Assets$3,748,857
Liabilities$0
Net Assets$3,748,857
Open 2019 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

2019

Revenue$615,100
Expenses$2,951,742
Net Income-$2,336,642
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 10, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH J PLUMERIPresident-$0--
Susan E PlumeriVice President-$0--
Lewis EisenbergDirector-$0--
Filing and Contact Details

Filer

Filer Name
Joe Plumeri Foundation Inc
EIN
33-1126619
In Care Of
% AYCO COMPANY LP
Phone
5186405000
Address
c/o Ayco Company LP PO Box 15201, Albany, NY 12212-5201

Signing Officer

Name
Joseph Plumeri
Title
Officer
Phone
5188864000
Signed
2020-05-10
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO Box 15201, ALBANY, NY 12212-5201
Preparer
Darlene Chesky
Phone
5188864000
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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/PersonNm0JOSEPH J PLUMERI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Susan E Plumeri
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Lewis Eisenberg
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0100 COLISEUM DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COHOES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012047
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0AYCO COMPANY LP
IRS990PF/StatementsRegardingActyGrp/PhoneNum05188864000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOSEPH J PLUMERI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02922502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0general charitable purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O THE AYCO COMPANY PO BOX 15201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALBANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0122125201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02922502
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/AppliedToCurrentYearAmt0297724
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0297724
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02253603
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02393831
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02709113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02132532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0501944
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0501944
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012113857
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02624778
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02253603
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02393831
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02709113
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02132532
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02922502
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02624778
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012615801
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09991023
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0390
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ACCRUED INTEREST PD CARRYOVER
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0253
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt162
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0253
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt162
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt028990
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt028990
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Investment Income - Fidelis
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt014695
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt014695
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH PLUMERI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05188864000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joe Plumeri Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0JOEP
ReturnHeader/Filer/EIN0331126619
ReturnHeader/Filer/InCareOfNm0% AYCO COMPANY LP
ReturnHeader/Filer/PhoneNum05186405000
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Ayco Company LP PO Box 15201
ReturnHeader/Filer/USAddress/CityNm0Albany
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0122125201
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D118BCAEF4A0950F429AA6A3BB27B4F2AFBD3BFC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DEBE7874FC16E384AC2A40A2BBA5B23B09CCAD6E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId014257320201535000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-06-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.4.182.17
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 15201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0122125201
ReturnHeader/PreparerPersonGrp/PhoneNum05188864000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Darlene Chesky
ReturnHeader/ReturnTs02020-06-01T13:33:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,748,857
Liabilities
$0
Net assets
$3,748,857
Revenue
$615,100
Expenses
$2,951,742
Net income
-$2,336,642
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