Civic Intelligence

Plurabel Fund

990PF • Fiscal year 2016 • EIN 47-1891989

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

PO Box 565West Chester, PA 19381

(610) 269-3492

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.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

24th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

1st percentile

-1411%

Higher net margin than 1% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

16th percentile

-6.9%

Faster asset growth than 16% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-82%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$1,766,017

Down $131,595 (-6.9%) from 2015

Net Assets

Down

$1,766,017

Down $131,595 (-6.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$9,344

Down $42,901 (-82%) from 2015

Expenses

Down

$141,148

Down $171,473 (-55%) from 2015

Net Income

Up

-$131,804

Up $128,572 (+49%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2014: $2,159,538Liabilities 2014: $0Net Assets 2014: $2,159,5382014Assets 2015: $1,897,612Liabilities 2015: $0Net Assets 2015: $1,897,6122015Assets 2016: $1,766,017Liabilities 2016: $0Net Assets 2016: $1,766,0172016Assets 2017: $1,669,958Liabilities 2017: $0Net Assets 2017: $1,669,9582017Assets 2018: $1,521,568Liabilities 2018: $0Net Assets 2018: $1,521,5682018Assets 2019: $2,412,443Liabilities 2019: $0Net Assets 2019: $2,412,4432019Assets 2020: $2,240,852Liabilities 2020: $0Net Assets 2020: $2,240,8522020Assets 2021: $2,845,073Liabilities 2021: $0Net Assets 2021: $2,845,0732021Assets 2022: $2,919,699Liabilities 2022: $0Net Assets 2022: $2,919,6992022Assets 2023: $3,942,485Liabilities 2023: $0Net Assets 2023: $3,942,4852023Assets 2024: $4,539,551Liabilities 2024: $0Net Assets 2024: $4,539,5512024

Highlighted filing

2016

Assets$1,766,017
Liabilities$0
Net Assets$1,766,017

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $2,190,384Expenses 2014: $79Net Income 2014: $2,190,3052014Revenue 2015: $52,245Expenses 2015: $312,621Net Income 2015: -$260,3762015Revenue 2016: $9,344Expenses 2016: $141,148Net Income 2016: -$131,8042016Revenue 2017: $176,933Expenses 2017: $271,171Net Income 2017: -$94,2382017Revenue 2018: $128,161Expenses 2018: $273,252Net Income 2018: -$145,0912018Revenue 2019: $1,164,580Expenses 2019: $270,170Net Income 2019: $894,4102019Revenue 2020: $163,079Expenses 2020: $333,286Net Income 2020: -$170,2072020Revenue 2021: $894,676Expenses 2021: $289,912Net Income 2021: $604,7642021Revenue 2022: $461,453Expenses 2022: $378,555Net Income 2022: $82,8982022Revenue 2023: $1,388,800Expenses 2023: $366,649Net Income 2023: $1,022,1512023Revenue 2024: $1,347,724Expenses 2024: $750,658Net Income 2024: $597,0662024

Highlighted filing

2016

Revenue$9,344
Expenses$141,148
Net Income-$131,804
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE D ZETTERBERGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Plurabel Fund
EIN
47-1891989
Phone
6102693492
Address
PO Box 565, West Chester, PA 19381

Signing Officer

Name
Anne Dillon Zetterberg
Title
Director
Phone
6102693492
Signed
2017-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Susan J Holland CPA
Address
PO Box 1063, Oaks, PA 19456-1063
Preparer
Susan J Holland CPA
Phone
4849248790
Raw XML Appendix355 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1U.S. Trust Acct - L/T Purchased (See attachment)
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2U.S. Trust - L/T Donated (See attachment)
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3U.S. Trust Acct - Capital Gain Distributions
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1806457
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0See attached U.S. Trust stmt - Corp Bonds
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Accrued interest on bonds
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0See attached U.S. Trust stmt - Equities
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0See attached U.S. Trust stmt - Mutual Funds
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt021535
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0372
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0U.S. Trust Acct - S/T (See attachment)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1U.S. Trust Acct - L/T Purch (See attachment)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2U.S. Trust Acct - L/T Donated (See attachment)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3U.S. Trust Acct - Capital Gain Distrib
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.143896
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0121070
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0900 Schell Lane
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Phoenixville
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019460
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Susan J Holland CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04849248790
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ANNE DILLON ZETTERBERG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt035000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0National MS Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1American Rivers
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Ocean Conservancy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0133 Third Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11100 14th Street NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21300 19th Street NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0120000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/DistributableAsAdjustedAmt091665
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0276093
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0397163
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0121070
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0276093
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0121070
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0121070
IRS990PF/UndistributedIncomeGrp/Taxable2Amt095446
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0397163
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0276093
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt091665
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt095446
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02938
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Difference between FMV and book value
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0372
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0372
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03147
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Accrued interest on bonds
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018123
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Bank of America Investment Manager
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018123
TaxesSchedule/TaxesDetail/Amt01197
TaxesSchedule/TaxesDetail/Amt1386
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax on div's
TaxesSchedule/TaxesDetail/CategoryTxt1Federal excise tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01197
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE DILLON ZETTERBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06102693492
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Plurabel Fund
ReturnHeader/Filer/BusinessNameControlTxt0PLUR
ReturnHeader/Filer/EIN0471891989
ReturnHeader/Filer/PhoneNum06102693492
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 565
ReturnHeader/Filer/USAddress/CityNm0West Chester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019381
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D73E42B74642BC9035C06BD651BCF6844EB5A09E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D73E42B74642BC9035C06BD651BCF6844EB5A09E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.224.173.191
ReturnHeader/FilingSecurityInformation/IPDt02017-07-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:41:39
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susan J Holland CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1063
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0194561063
ReturnHeader/PreparerPersonGrp/PhoneNum04849248790
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN J HOLLAND CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-07-20T09:42:01-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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