Civic Intelligence

Publix Super Markets Charities Inc

EIN 59-6194119 • Lakeland, FL

3300 Publix Corporate ParkwayLakeland, FL 33811
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

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

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

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

$100M-$250M nonprofits • Source year 2024

Net Margin

10th percentile

-21%

Higher net margin than 10% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

42nd percentile

$9,000

Higher top officer pay than 42% of similar nonprofits.

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

$100M-$250M nonprofits • Source year 2022

Asset Growth

14th percentile

-3.6%

Faster asset growth than 14% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2022 to 2024

Revenue Growth

19th percentile

-5.9%

Faster revenue growth than 19% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2022 to 2024

Assets

Down

$233,764,088

Down $9,368,028 (-3.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$233,764,088

Down $9,368,028 (-3.9%) from 2023

Revenue

Down

$44,132,263

Down $6,848,979 (-13%) from 2023

Expenses

Down

$53,500,291

Down $5,860,619 (-9.9%) from 2023

Net Income

Down

-$9,368,028

Down $988,360 (-12%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2020: $244,191,661Liabilities 2020: $0Net Assets 2020: $244,191,6612020Assets 2021: $259,322,738Liabilities 2021: $0Net Assets 2021: $259,322,7382021Assets 2022: $251,511,784Liabilities 2022: $0Net Assets 2022: $251,511,7842022Assets 2023: $243,132,116Liabilities 2023: $0Net Assets 2023: $243,132,1162023Assets 2024: $233,764,088Liabilities 2024: $0Net Assets 2024: $233,764,0882024

Highlighted filing

2024

Assets$233,764,088
Liabilities$0
Net Assets$233,764,088

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MRevenue 2020: $27,389,235Expenses 2020: $41,816,500Net Income 2020: -$14,427,2652020Revenue 2021: $58,315,085Expenses 2021: $43,184,008Net Income 2021: $15,131,0772021Revenue 2022: $49,869,374Expenses 2022: $57,680,328Net Income 2022: -$7,810,9542022Revenue 2023: $50,981,242Expenses 2023: $59,360,910Net Income 2023: -$8,379,6682023Revenue 2024: $44,132,263Expenses 2024: $53,500,291Net Income 2024: -$9,368,0282024

Highlighted filing

2024

Revenue$44,132,263
Expenses$53,500,291
Net Income-$9,368,028

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TINA JOHNSONTreasurer - Pt-$9,000-$9,000
KELLY WILLIAMS-PUCCIODirector - Pt-$6,500-$6,500
HOYT BARNETTChairman/CEO-Pt-$6,000-$6,000
NICHOLAS BARNETTVP/Director-Pt-$6,000-$6,000
JOHN ATTAWAYSecretary - Pt-$6,000-$6,000
SHARON MILLERDirector - Pt-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Publix Super Markets Charities Inc
EIN
59-6194119
Phone
8636868754
Address
3300 PUBLIX CORPORATE PARKWAY, LAKELAND, FL 33811

Signing Officer

Name
Tina Johnson
Title
Treasurer
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Reilly Fisher & Solomon PA
Address
4950 West Kennedy Blvd Suite 610, Tampa, FL 33609
Preparer
Arlin D Beachy
Phone
8134910001
Raw XML Appendix356 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033811
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133811
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233811
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333811
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd433811
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd533811
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt057382513
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt057382513
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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/AddressLine1Txt03300 PUBLIX CORP PARKWAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LAKELAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033811
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TINA JOHNSON
IRS990PF/StatementsRegardingActyGrp/PhoneNum08636165771
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.publixcharities.org
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS SHOULD BE SUBMITTED ONLINE AT PUBLIXCHARITIES.ORG AND INCLUDE THE FOLLOWING: INFORMATION ON THE ORGANIZATION, A COPY OF THE 501(c)(3) DETERMINATION LETTER ISSUED BY THE INTERNAL REVENUE SERVICE, A BRIEF BUDGET, AND A LIST OF THE ORGANIZATION'S BOARD OF DIRECTORS. IF THE APPLICANT IS WORKING ON A PARTICULAR PROJECT, THE APPLICANT SHOULD PROVIDE THE TOTAL COST OF THE PROJECT, THE TOTAL AMOUNT OF MONEY PLEDGED TOWARD THE PROJECT, THE AMOUNT REQUESTED, AND WHAT SUPPORT THE APPLICANT HAS RECEIVED FROM OTHER ORGANIZATIONS WITHIN ITS COMMUNITY. THE APPLICANT SHOULD ALSO INCLUDE WHETHER ANY DEADLINES ARE APPLICABLE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KELLY WILLIAMS-PUCCIO EXECUTIVE DIR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08636868754
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 407
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LAKELAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0338020407
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt057350838
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE STATEMENT - VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03300 PUBLIX CORPORATE PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAKELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033811
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt057350838
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/AppliedToCurrentYearAmt057111774
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt057111774
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0385767
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0656506
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0270739
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0385767
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt057382513
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0270739
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0656506
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0385767
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt031634
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Miscellaneous
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt031634
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Non-Employee Compensation
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05772
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05772
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19146
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23932
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3440
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt412556
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0103
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt111148
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LEGAL AND ACCOUNTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt111148
TaxesSchedule/TaxesDetail/Amt0236000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TINA JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PUBLIX SUPER MARKETS CHARITIES INC
ReturnHeader/Filer/BusinessNameControlTxt0PUBL
ReturnHeader/Filer/EIN0596194119
ReturnHeader/Filer/PhoneNum08636868754
ReturnHeader/Filer/USAddress/AddressLine1Txt03300 PUBLIX CORPORATE PARKWAY
ReturnHeader/Filer/USAddress/CityNm0LAKELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033811
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020587685
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Reilly Fisher & Solomon PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04950 West Kennedy Blvd Suite 610
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tampa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033609
ReturnHeader/PreparerPersonGrp/PhoneNum08134910001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arlin D Beachy
ReturnHeader/ReturnTs02023-11-14T12:49:11-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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