Civic Intelligence

The David & Phyllis Murphy Charitable Foundation

990PF • Fiscal year 2016 • EIN 42-1477942

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

930 12th St NEMason City, IA 50401

(641) 424-5000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

7th percentile

-108%

Higher net margin than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

80th percentile

$4,072

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 25.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

37th percentile

-4.0%

Faster asset growth than 37% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-66%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$420,800

Down $17,587 (-4.0%) from 2015

Net Assets

Down

$420,800

Down $17,587 (-4.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$16,306

Down $31,246 (-66%) from 2015

Expenses

Up

$33,893

Up $2,368 (+7.5%) from 2015

Net Income

Down

-$17,587

Down $33,614 (-210%) from 2015

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2012: $394,752Liabilities 2012: $02012Assets 2013: $400,150Liabilities 2013: $02013Assets 2014: $422,360Liabilities 2014: $02014Assets 2015: $438,387Liabilities 2015: $0Net Assets 2015: $438,3872015Assets 2016: $420,800Liabilities 2016: $0Net Assets 2016: $420,8002016Assets 2017: $1,161,176Liabilities 2017: $0Net Assets 2017: $1,161,1762017Assets 2018: $1,147,591Liabilities 2018: $0Net Assets 2018: $1,147,5912018Assets 2019: $1,144,092Liabilities 2019: $0Net Assets 2019: $1,144,0922019Assets 2020: $2,030,456Liabilities 2020: $0Net Assets 2020: $2,030,4562020Assets 2021: $2,100,951Liabilities 2021: $0Net Assets 2021: $2,100,9512021Assets 2022: $10,544,797Liabilities 2022: $0Net Assets 2022: $10,544,7972022Assets 2023: $9,995,327Liabilities 2023: $0Net Assets 2023: $9,995,3272023Assets 2024: $9,846,862Liabilities 2024: $0Net Assets 2024: $9,846,8622024Assets 2025: $10,145,601Liabilities 2025: $0Net Assets 2025: $10,145,6012025

Highlighted filing

2016

Assets$420,800
Liabilities$0
Net Assets$420,800

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2012: $13,158Expenses 2012: $30,485Net Income 2012: -$17,3272012Revenue 2013: $35,215Expenses 2013: $29,817Net Income 2013: $5,3982013Revenue 2014: $52,831Expenses 2014: $30,621Net Income 2014: $22,2102014Revenue 2015: $47,552Expenses 2015: $31,525Net Income 2015: $16,0272015Revenue 2016: $16,306Expenses 2016: $33,893Net Income 2016: -$17,5872016Revenue 2017: $1,084,987Expenses 2017: $32,839Net Income 2017: $1,052,1482017Revenue 2018: $83,699Expenses 2018: $97,284Net Income 2018: -$13,5852018Revenue 2019: $56,134Expenses 2019: $59,633Net Income 2019: -$3,4992019Revenue 2020: $954,644Expenses 2020: $68,280Net Income 2020: $886,3642020Revenue 2021: $175,708Expenses 2021: $105,213Net Income 2021: $70,4952021Revenue 2022: $11,501,385Expenses 2022: $176,050Net Income 2022: $11,325,3352022Revenue 2023: $87,445Expenses 2023: $636,915Net Income 2023: -$549,4702023Revenue 2024: $418,844Expenses 2024: $567,309Net Income 2024: -$148,4652024Revenue 2025: $904,345Expenses 2025: $605,606Net Income 2025: $298,7392025

Highlighted filing

2016

Revenue$16,306
Expenses$33,893
Net Income-$17,587
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SOCRATES G PAPPAJOHNSecretary/Treasurer-$4,072-$4,072
PHYLLIS MURPHYChmn Of Board-$0--
JOHN F WELCHVice-President-$0--
ROBERT MAROLFVice-President-$0--
Filing and Contact Details

Filer

Filer Name
The David & Phyllis Murphy Charitable
EIN
42-1477942
Phone
6414245000
Address
930 12TH ST NE, MASON CITY, IA 50401

Signing Officer

Name
Phyllis F Murphy
Title
Chairman of the Board
Phone
6414245000
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
10 NO WASHINGTON AVE 200, MASON CITY, IA 50401
Preparer
Karen R Kiss
Phone
6414235114
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt733484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt745172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt764377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt775351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt783797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt795637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt813881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt834031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADOBE SYSTEMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AFFILIATED MANAGERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALLIANCE DATA SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALPHABET INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMGEN INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ANADARKO PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BANK OF NY MELLON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BROOKFIELD ASSET MGMT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CAPITAL ONE FINAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CHARLES SCHWAB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CHIPOTLE MEXICAN GRILL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CINTAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20COLGATE-PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21COMCAST CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CONSTELLATION BRAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DU PONT EI DE NEMOUR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ELI LILLY & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26EQUIFAX INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27EXELON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28EXPRESS SCRIPTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30FACEBOOK INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31FED EX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32FIDELITY NATL INFO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33FISERV INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34FLEETCOR TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36GLOBAL PAYMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38GOOGLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39HALLIBURTON CO HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40HANESBRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HD SUPPLY HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44HUNTINGTON BANCSHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46INTERCONTINENTAL EXCHANGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49KAR AUCTION SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50L BRANDS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51LIBERTY INTERACTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MARSH & MCLENNAN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MONSANTO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MOODY'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NASDAQ OMX GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NISOURCE INC HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NORTHROP GRUMMAN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63NXP SEMICONDUCTORS NV F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64OCCIDENTAL PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PAYPAL HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PBF ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69REGENERON PHARMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70RYDER SYSTEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71S B A COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SNAP ON INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74THERMO FISHER SCNTFC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77VERISK ANALYTICS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82WESTERN DIGITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83XL GROUP PLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt145837
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07628
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt013
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72015-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212015-04-20

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.90$0.61$0.30
2024Detailed filing. Detailed filing data is available for this year.$9.85$0.00$9.85$0.42$0.57$0.15
2023Detailed filing. Detailed filing data is available for this year.$10.00$0.00$10.00$0.09$0.64$0.55
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$11.5$0.18$11.3
2021Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.18$0.11$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.95$0.07$0.89
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.06$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.08$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.08$0.03$1.05
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.02$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.05$0.03$0.02
2014Summary only. Only limited summary data is available for this year.$0.42$0.00$0.05$0.03$0.02
2013Summary only. Only limited summary data is available for this year.$0.40$0.00$0.04$0.03$0.01
2012Summary only. Only limited summary data is available for this year.$0.39$0.00$0.01$0.03$0.02