Civic Intelligence

Christopher a Palmerton Jr Foundation Inc.

990PF • Fiscal year 2016 • EIN 46-4524906

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

5400 N Ocean Blvd No 59Lauderdale By The Sea, FL 33308

(716) 553-3300

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

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

63rd percentile

7.1%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

3rd percentile

-93%

Faster revenue growth than 3% of similar nonprofits.

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

Assets

Up

$225,907

Up $14,903 (+7.1%) from 2015

Net Assets

Up

$225,907

Up $14,903 (+7.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$16,775

Down $239,651 (-93%) from 2015

Expenses

Up

$1,872

Up $1,872 from 2015

Net Income

Down

$14,903

Down $241,523 (-94%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2015: $211,004Liabilities 2015: $0Net Assets 2015: $211,0042015Assets 2016: $225,907Liabilities 2016: $0Net Assets 2016: $225,9072016Assets 2017: $221,800Liabilities 2017: $0Net Assets 2017: $221,8002017Assets 2018: $215,306Liabilities 2018: $0Net Assets 2018: $215,3062018Assets 2019: $207,657Liabilities 2019: $0Net Assets 2019: $207,6572019Assets 2020: $162,751Liabilities 2020: $0Net Assets 2020: $162,7512020Assets 2021: $147,761Liabilities 2021: $0Net Assets 2021: $147,7612021Assets 2022: $84,610Liabilities 2022: $0Net Assets 2022: $84,6102022Assets 2023: $96,806Liabilities 2023: $0Net Assets 2023: $96,8062023Assets 2024: $111,860Liabilities 2024: $0Net Assets 2024: $111,8602024

Highlighted filing

2016

Assets$225,907
Liabilities$0
Net Assets$225,907

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2015: $256,426Expenses 2015: $0Net Income 2015: $256,4262015Revenue 2016: $16,775Expenses 2016: $1,872Net Income 2016: $14,9032016Revenue 2017: $10,521Expenses 2017: $14,628Net Income 2017: -$4,1072017Revenue 2018: $24,592Expenses 2018: $77,307Net Income 2018: -$52,7152018Revenue 2019: $73,435Expenses 2019: $53,746Net Income 2019: $19,6892019Revenue 2020: $3,252Expenses 2020: $55,097Net Income 2020: -$51,8452020Revenue 2021: $25,768Expenses 2021: $53,425Net Income 2021: -$27,6572021Revenue 2022: $1,604Expenses 2022: $51,669Net Income 2022: -$50,0652022Revenue 2023: $2,066Expenses 2023: $1,670Net Income 2023: $3962023Revenue 2024: $2,893Expenses 2024: $1,776Net Income 2024: $1,1172024

Highlighted filing

2016

Revenue$16,775
Expenses$1,872
Net Income$14,903
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER PALMERTONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Christopher a Palmerton Jr
EIN
46-4524906
Phone
7165533300
Address
5400 N OCEAN BLVD NO 59, LAUDERDALE BY THE SEA, FL 33308

Signing Officer

Name
Christopher Palmerton Jr
Title
Director
Phone
7165533300
Signed
2017-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
3400 COLLEGE BLVD, LEAWOOD, KS 66211
Preparer
Candace Varner CPA
Phone
9133382727
Raw XML Appendix269 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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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0136.32.164.13
ReturnHeader/FilingSecurityInformation/IPDt02017-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:39:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03400 COLLEGE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEAWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CANDACE VARNER CPA
ReturnHeader/ReturnTs02017-05-09T13:38:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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