Civic Intelligence

The David & Phyllis Murphy Charitable Foundation

990PF • Fiscal year 2024 • EIN 42-1477942

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 08, 2024

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.

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

11th percentile

-35%

Higher net margin than 11% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

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.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

27th percentile

-1.5%

Faster asset growth than 27% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

379%

Faster revenue growth than 96% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$9,846,862

Down $148,465 (-1.5%) from 2023

Net Assets

Down

$9,846,862

Down $148,465 (-1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin11th percentile

Revenue

Up

$418,844

Up $331,399 (+379%) from 2023

Expenses

Down

$567,309

Down $69,606 (-11%) from 2023

Net Income

Up

-$148,465

Up $401,005 (+73%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2024

Assets$9,846,862
Liabilities$0
Net Assets$9,846,862
Open 2024 Filing

Operations Trend

Revenue Growth96th 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

2024

Revenue$418,844
Expenses$567,309
Net Income-$148,465
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v5.1
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
2024-11-08
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/EOYFMVAmt6311922
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6619380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6730556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt68127315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6924373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7030446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7128844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7214695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALBERMARLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC. CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC. CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMAZON COM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMERIPRISE FINL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMETEK INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10APPLIED MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ARTHUR J GALLAGER & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BLACKROCK INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CAPITAL ONE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CHIPTOLE MEXICAN GRILL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CISCO SYSTEMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CISCO SYSTEMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CONSTELLATION BRAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24COSTCO WHOLESALE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DEERE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DUPONT DE NEMOURS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ELECTRONIC ARTS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32EOG RESOURCES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34HUMANA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35JACOBS SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39L3HARRIS TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40LAB CO OF AMER HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42LKQ CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MASTERCARD INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MERCK & CO INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53NORTHROP GRUMMAN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ONEOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59QUANTA SERVICES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SALESFORCE COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65THERMO FISHER SCNTFC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66T-MOBILE US INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VERTEX PHARMACEUTICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70VISA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72WALT DISNEY
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
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InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0968876
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt326095
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt675837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt764083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt856309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9100328
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1025185
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1126536
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1232060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1387555
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14185404
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15180119
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16120000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17490000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18295000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19387916
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20664387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt217340
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22529673
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23175000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25188110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26171023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27400932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0COHEN & STEERS PREF SEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EQUINIX INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FEDERATED HERMES TOTAL RET BOND INSL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARE DOW JONES BASIC MATERIALS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARE DOW JONES CONSUMER DISCRETIONARY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARE DOW JONES ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ISHARE DOW JONES FINANCIAL SECTOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ISHARE DOW JONES HEALTHCARE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ISHARE DOW JONES INDUSTRIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ISHARE DOW JONES TECH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARE DOW JONES TELECOM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ISHARE DOW JONES UTILITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ISHARE US CONSUMER STAPLES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ISHARES DJ US REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15JP MORGAN EXCHANGE TRADED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16JP MORGAN TR II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17MFS SERIES TRUST XVII INTL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18NEUBERGER BERMAN INCOME FDS STRG INCM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19PGIM HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20PIMCO FDS INCOME FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21PROLOGIS INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22PRUDENTIAL TOTAL RETURN BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23SEAFARER OVERSEAS GROWTH & INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24VANGUARD EQUITY INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25VANGUARD FTSE DEVELOPED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26VANGUARD MID CAP INDEX ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27VANGUARD TOTAL BOND MARKET
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt545600
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Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,846,862
Liabilities
$0
Net assets
$9,846,862
Revenue
$418,844
Expenses
$567,309
Net income
-$148,465
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