Civic Intelligence

The David & Phyllis Murphy Charitable Foundation

990PF • Fiscal year 2023 • EIN 42-1477942

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 08, 2023

Organization Profile
103 East State Street 800Mason City, IA 50401

(641) 423-4264

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

1st percentile

-628%

Higher net margin than 1% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

16th percentile

-5.2%

Faster asset growth than 16% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$9,995,327

Down $549,470 (-5.2%) from 2022

Net Assets

Down

$9,995,327

Down $549,470 (-5.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin1st percentile

Revenue

Down

$87,445

Down $11,413,940 (-99%) from 2022

Expenses

Up

$636,915

Up $460,865 (+262%) from 2022

Net Income

Down

-$549,470

Down $11,874,805 (-105%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

2023

Assets$9,995,327
Liabilities$0
Net Assets$9,995,327
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

2023

Revenue$87,445
Expenses$636,915
Net Income-$549,470
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN F WELCHPresident/Chair-$0--
BECKY ELSBERNDVice-President-$0--
KRISTIN SALMONVice-President-$0--
KRISTEN N OLLENBURGSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The David & Phyllis Murphy Charitable
EIN
42-1477942
Phone
6414234264
Address
103 EAST STATE STREET 800, MASON CITY, IA 50401

Signing Officer

Name
Kristen Ollenburg
Title
Secretary/treasurer
Phone
6414234264
Signed
2023-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
TEN NORTH WASHINGTON AVENUE SUITE, 200, MASON CITY, IA 50401
Preparer
Karen R Kiss
Phone
6414235114
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt60106750
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6253628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63120160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6481038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt65241493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6673005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67136216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt68211510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6919251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7018937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7117716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7217135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7315713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7412391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALPHABET INC. CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CONSTELLATION BRAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BLACKROCK INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6SALESFORCE COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMETEK INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMERIPRISE FINL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10APPLIED MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CITIGROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15COSTCO WHOLESALE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DUPONT DE NEMOURS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17EOG RESOURCES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18FMC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20HUMANA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21JACOBS ENGINEERING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22KEYSIGHT TECH INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24LKQ CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25L3HARRIS TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MASTERCARD INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MERCK & CO INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31NORTHROP GRUMMAN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33QUANTA SERVICES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35T-MOBILE US INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36THERMO FISHER SCNTFC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37VERTEX PHARMACEUTICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38VISA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41EQUINIX INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ALPHABET INC. CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ARTHUR J GALLAGER & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45INCYTE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ELECTRONIC ARTS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PIONEER NATURAL RES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54AMAZON COM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58CAPITAL ONE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64DEERE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66CISCO SYSTEMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69CHIPTOLE MEXICAN GRILL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70CISCO SYSTEMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72LAB CO OF AMER HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SYSCO CORP
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
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InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0978152
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5387916
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6386264
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7514387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8479673
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10171023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11341140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1226095
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1365017
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1425551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1575837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1664083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1756309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18100328
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1926536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2032060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2125185
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22203573
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23484747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24120000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25155491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PROLOGIS INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD FTSE DEVELOPED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3JP MORGAN EXCHANGE TRADED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FEDERATED HERMES TOTAL RET BOND INSL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5PGIM HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6PGIM STRATEGIC BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PIMCO FDS INCOME FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8PRUDENTIAL TOTAL RETURN BD FD

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,995,327
Liabilities
$0
Net assets
$9,995,327
Revenue
$87,445
Expenses
$636,915
Net income
-$549,470
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