Civic Intelligence

The Kugelman Family Foundation Inc

990PF • Fiscal year 2012 • EIN 59-6177695

Jan 01, 2012 to Dec 31, 2012 • Filed on Jun 13, 2013

375 N 9th AvenueSuite32502-4905
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

43rd percentile

-0.6%

Faster asset growth than 43% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$4,765,335

Down $27,436 (-0.6%) from 2011

Net Assets

Down

$4,765,335

Down $27,436 (-0.6%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$310,366

Up $19,279 (+6.6%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $4,958,231Liabilities 2010: $0Net Assets 2010: $4,958,2312010Assets 2011: $4,792,771Liabilities 2011: $0Net Assets 2011: $4,792,7712011Assets 2012: $4,765,335Liabilities 2012: $0Net Assets 2012: $4,765,3352012Assets 2013: $5,914,791Liabilities 2013: $0Net Assets 2013: $5,914,7912013Assets 2014: $5,885,297Liabilities 2014: $0Net Assets 2014: $5,885,2972014Assets 2015: $5,872,466Liabilities 2015: $0Net Assets 2015: $5,872,4662015Assets 2016: $5,934,867Liabilities 2016: $0Net Assets 2016: $5,934,8672016Assets 2018: $6,238,365Liabilities 2018: $450,000Net Assets 2018: $5,788,3652018Assets 2019: $6,301,561Liabilities 2019: $550,000Net Assets 2019: $5,751,5612019Assets 2020: $5,935,835Liabilities 2020: $270,000Net Assets 2020: $5,665,8352020Assets 2021: $5,785,985Liabilities 2021: $190,000Net Assets 2021: $5,595,9852021Assets 2022: $5,827,689Liabilities 2022: $332,829Net Assets 2022: $5,494,8602022Assets 2023: $5,865,749Liabilities 2023: $416,329Net Assets 2023: $5,449,4202023Assets 2024: $5,718,404Liabilities 2024: $250,000Net Assets 2024: $5,468,4042024

Highlighted filing

2012

Assets$4,765,335
Liabilities$0
Net Assets$4,765,335

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $341,9292010Expenses 2011: $291,0872011Expenses 2012: $310,3662012Revenue 2013: $1,483,836Expenses 2013: $334,380Net Income 2013: $1,149,4562013Revenue 2014: $330,399Expenses 2014: $359,894Net Income 2014: -$29,4952014Revenue 2015: $291,739Expenses 2015: $304,570Net Income 2015: -$12,8312015Revenue 2016: $320,767Expenses 2016: $258,366Net Income 2016: $62,4012016Revenue 2018: $171,267Expenses 2018: $297,369Net Income 2018: -$126,1022018Revenue 2019: $256,303Expenses 2019: $293,107Net Income 2019: -$36,8042019Revenue 2020: $224,583Expenses 2020: $310,309Net Income 2020: -$85,7262020Revenue 2021: $237,139Expenses 2021: $306,989Net Income 2021: -$69,8502021Revenue 2022: $223,153Expenses 2022: $324,278Net Income 2022: -$101,1252022Revenue 2023: $211,454Expenses 2023: $256,894Net Income 2023: -$45,4402023Revenue 2024: $276,603Expenses 2024: $265,119Net Income 2024: $11,4842024

Highlighted filing

2012

Revenue-
Expenses$310,366
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jun 13, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE S KUGELMANChairman/President-$0--
JACKLYN K MCMAHONDirector/Secretary-$0--
JANET LIVINGSTONDirector-$0--
NANCY MCSWEENEYDirector-$0--
MARSHA CAMERON KUGELMANDirector-$0--
ROBERT C CAMERONDirector-$0--
DAVID JACK FOSTERDirector/Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBAPTIST HEALTHCARE FOUNDATIONGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$40,000
Paid GrantCHILDREN'S HOME SOCIETYGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$40,000
Paid GrantPACE CENTER FOR GIRLSGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$35,000
Paid GrantUWF FOUNDATIONGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$35,000
Paid GrantWSRE TV FOUNDATIONGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$17,500
Paid GrantTEMPLE BETH EL CONGREGATIONGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$10,000
Paid GrantGIRLS SCOUTS OF THE PANHANDLEGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$10,000
Paid GrantGULF COAST KIDS HOUSEGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$7,500
Paid GrantPENSACOLA STATE COLLEGE FOUNDATIONGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$6,500
Paid GrantAPPETITE FOR LIFEGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$5,000
Paid GrantAUTISM SOCIETY OF PENSACOLAGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$5,000
Paid GrantBIG BROTHERSBIG SISTERS OF NW FLGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$5,000
Paid GrantFAVORHOUSE OF NW FLGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$5,000
Paid GrantLEARNING POST RANCHGENERAL PURPOSEPUBLIC CHARITYMOLINO, FL, US$5,000
Paid GrantPENSACOLA POLICE DEPTGENERAL PURPOSEGOVERNMENTPENSACOLA, FL, US$5,000
Paid GrantSACRED HEART FOUNDATIONGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$5,000
Paid GrantTAKE STOCK IN CHILDREN- FOUNDATION FOR EXCELLENCEGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$5,000
Paid GrantPENSACOLA HERITAGE FOUNDATIONGeneral PurposePUBLIC CHARITYPENSACOLA, FL, US$5,000
Paid GrantBAPTIST WOMEN'S BOARDGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$5,000
Paid GrantCOUNCIL OF AGING OF WEST FLORIDAGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$5,000
Paid GrantAMERICAN DIABETES ASSNGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$3,500
Paid GrantHUMANE SOCIETY OF PENSACOLAGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$3,000
Paid GrantLOAVES AND FISHESGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$3,000
Paid GrantFIESTA OF FIVE FLAGSGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$2,850
Paid GrantPENSACOLA CHILDREN'S CHORUSGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$2,800
Paid GrantPENSACOLA SYMPHONY ORCHESTRAGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$2,700
Paid GrantCOVENANT HOSPICEGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$2,500
Paid GrantGC BOY SCOUTSGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$2,500
Paid GrantBALLET PENSACOLAGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$2,000
Paid GrantINSTITUTE FOR HUMAN AND MACHINE COGNITIONGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$2,000
Paid GrantCAMP SKAMPGENERAL PURPOSEPUBLIC CHARITYPACE, FL, US$1,500
Paid GrantPENSACOLA LITTLE THEATERGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$1,000
Paid GrantUNITED CEREBRAL PALSY OF NW FLGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$1,000
Paid GrantWILDLIFE SANCTURARY OF NW FLGENERAL PURPOSEPURBLIC CHARITYPENSACOLA, FL, US$1,000
Paid GrantPENSACOLA OPERAGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$1,000
Paid GrantPENSACOLA MUSEUM OF ARTGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$500
Paid GrantEPISCOPAL DAY SCHOOLGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$250
Paid GrantPHI SIGMA SIGMAGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$100
Filing and Contact Details

Filer

EIN
59-6177695
Raw XML AppendixShowing 400 of 757 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue10
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0SECURITES AMERICA
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1STIFEL NICOLAUS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12004-11-19
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JANE S KUGELMAN
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JANET LIVINGSTON
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4MARSHA CAMERON KUGELMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5ROBERT C CAMERON
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NO SPECIAL FORM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0THE KUGELMAN FOUNDATION
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0CHARITIES IN THE GREATER PENSACOLA AREA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0OCTOBER 1ST
IRS990PF/SupplementaryInformation/ContributingManager0JANE S KUGELMAN
IRS990PF/SupplementaryInformation/ContributingManager1JACKLYN K MCMAHON
IRS990PF/SupplementaryInformation/ContributingManager2NANCY K MCSWEENEY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution14GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution15GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution16GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution17GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution18GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution19GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution20GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution21GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution22GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution23GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution24GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution25GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution26General Purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution27GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution28GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution29GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution30GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution31GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution32GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution33GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution34GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution35GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution36GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution37GENERAL PURPOSE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.72$0.25$5.47$0.28$0.27$0.01
2023Detailed filing. Detailed filing data is available for this year.$5.87$0.42$5.45$0.21$0.26$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.83$0.33$5.49$0.22$0.32$0.10
2021Detailed filing. Detailed filing data is available for this year.$5.79$0.19$5.60$0.24$0.31$0.07
2020Detailed filing. Detailed filing data is available for this year.$5.94$0.27$5.67$0.22$0.31$0.09
2019Detailed filing. Detailed filing data is available for this year.$6.30$0.55$5.75$0.26$0.29$0.04
2018Detailed filing. Detailed filing data is available for this year.$6.24$0.45$5.79$0.17$0.30$0.13
2016Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.32$0.26$0.06
2015Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.29$0.30$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.33$0.36$0.03
2013Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$1.48$0.33$1.15
2012Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.31
2011Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.29
2010Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.34