Civic Intelligence

Joe Plumeri Foundation Inc.

990PF • Fiscal year 2022 • EIN 33-1126619

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

GRAYPOINT 4 TOWER PLACE Suite 1001Albany, NY 12203

(518) 640-5000

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2022 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

70th percentile

0.00x

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

2022 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2022

Net Margin

51st percentile

4.7%

Higher net margin than 51% of similar nonprofits.

2022 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2022 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2022

Asset Growth

67th percentile

1.5%

Faster asset growth than 67% of similar nonprofits.

2022 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

498%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Up

$7,709,980

Up $111,860 (+1.5%) from 2021

Net Assets

Up

$7,709,980

Up $111,860 (+1.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$2,311,895

Up $1,924,971 (+498%) from 2021

Expenses

Up

$2,202,271

Up $287,405 (+15%) from 2021

Net Income

Up

$109,624

Up $1,637,566 (+107%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$7,709,980
Liabilities$0
Net Assets$7,709,980

Operations Trend

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

2022

Revenue$2,311,895
Expenses$2,202,271
Net Income$109,624
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph J PlumeriPresident-$0--
Susan E PlumeriVice President-$0--
Lewis EisenbergDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSPONSORS FOR EDUCATIONAL OPPORTUNITYGENERALPCNEW YORK, NY, US$1,250,000
Paid GrantNEW YORK LAW SCHOOLGENERAL SUPPORTPCNew York, NY, US$500,000
Paid GrantJACKIE ROBINSON FOUNDATIONGENERAL SUPPORTPCNew York, NY, US$300,000
Paid GrantIntrepid Museum Foundation IncGeneral SupportPCnew york, NY, US$50,000
Paid GrantTOWN OF PALM BEACH UNITED WAYGENERALPCPALM BEACH, FL, US$50,000
Filing and Contact Details

Filer

Filer Name
Joe Plumeri Foundation Inc
EIN
33-1126619
In Care Of
% GRAYPOINT LLC
Phone
5186405000
Address
GRAYPOINT 4 TOWER PLACE Suite 1001, ALBANY, NY 12203

Signing Officer

Name
Joseph J Plumeri
Title
President
Phone
5186405000
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
622 THIRD AVENUE 3100 ST FLOOR, New York, NY 10016
Preparer
Liliana Lopez
Phone
2125761400
Raw XML Appendix367 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/PersonNm0Joseph J Plumeri
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Susan E Plumeri
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Lewis Eisenberg
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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 PLUMERI - 20000 SHARES OF F
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt450000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Intrepid Museum Foundation Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JACKIE ROBINSON FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NEW YORK LAW SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SPONSORS FOR EDUCATIONAL OPPORTUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4TOWN OF PALM BEACH UNITED WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Pier 86 W 46th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt175 Varick Street 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2185 W Broadway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt355 Exchange Place 601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt444 COCOANUT ROW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0new york
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433480
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02150000
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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/AppliedToCurrentYearAmt0430822
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0430822
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01345715
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02336596
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02624778
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02253603
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02393831
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02393831
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010290870
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01730178
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01345715
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02336596
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02624778
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02253603
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02161000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01730178
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012684701
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010954523
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOSEPH PLUMERI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04 TOWER PLACE SUITE 1001
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ALBANY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd012203
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0730200
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02049800
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc020,000 SHARES OF FISERV, INC. STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-11-25
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1IRS EXTENSION PAYMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt036669
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1852
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036669
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3852
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02236
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX ADJUSTMENTS
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JOSEPH PLUMERI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt04 TOWER PLACE SUITE 1001
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0ALBANY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd012203
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH J PLUMERI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOE PLUMERI FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JOEP
ReturnHeader/Filer/EIN0331126619
ReturnHeader/Filer/InCareOfNm0% GRAYPOINT LLC
ReturnHeader/Filer/PhoneNum05186405000
ReturnHeader/Filer/USAddress/AddressLine1Txt0GRAYPOINT 4 TOWER PLACE Suite 1001
ReturnHeader/Filer/USAddress/CityNm0ALBANY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0622 THIRD AVENUE 3100 ST FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010016
ReturnHeader/PreparerPersonGrp/PhoneNum02125761400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Liliana Lopez
ReturnHeader/ReturnTs02023-05-15T17:46:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PLUMERI
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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