Civic Intelligence

Carroll L Fulmer and Barbara B Fulmer Family Foundation Inc.

990PF • Fiscal year 2015 • EIN 61-1669947

Jan 01, 2015 to Dec 31, 2015 • Filed on May 25, 2016

11050 Autumn LaneClermont, FL 34711-9128

(352) 394-6000

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

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.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

57th percentile

4.5%

Faster revenue growth than 57% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Flat

$167,440

Flat from 2015

Net Assets

$167,440

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue

Flat

$29,563

Flat from 2015

Expenses

Flat

$12,444

Flat from 2015

Net Income

Flat

$17,119

Flat from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $101,000Liabilities 2011: $0Net Assets 2011: $101,0002011Assets 2012: $116,713Liabilities 2012: $0Net Assets 2012: $116,7132012Assets 2013: $128,516Liabilities 2013: $0Net Assets 2013: $128,5162013Assets 2014: $150,321Liabilities 2014: $0Net Assets 2014: $150,3212014Assets 2015: $167,440Liabilities 2015: $0Net Assets 2015: $167,4402015Assets 2015: $167,440Liabilities 2015: $12015Assets 2016: $195,226Liabilities 2016: $20,471Net Assets 2016: $174,7552016Assets 2017: $242,579Liabilities 2017: $24,134Net Assets 2017: $218,4452017Assets 2018: $235,517Liabilities 2018: $120Net Assets 2018: $235,3972018Assets 2019: $612,949Liabilities 2019: $0Net Assets 2019: $612,9492019Assets 2020: $628,706Liabilities 2020: $0Net Assets 2020: $628,7062020Assets 2021: $658,929Liabilities 2021: $0Net Assets 2021: $658,9292021Assets 2022: $645,749Liabilities 2022: $0Net Assets 2022: $645,7492022Assets 2023: $647,967Liabilities 2023: $12023Assets 2024: $655,857Liabilities 2024: $0Net Assets 2024: $655,8572024

Highlighted filing

2015

Assets$167,440
Liabilities$0
Net Assets$167,440

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $02011Expenses 2012: $2,0722012Revenue 2013: $20,699Expenses 2013: $8,896Net Income 2013: $11,8032013Revenue 2014: $28,282Expenses 2014: $7,477Net Income 2014: $20,8052014Revenue 2015: $29,563Expenses 2015: $12,444Net Income 2015: $17,1192015Revenue 2015: $29,563Expenses 2015: $12,444Net Income 2015: $17,1192015Revenue 2016: $17,202Expenses 2016: $9,887Net Income 2016: $7,3152016Revenue 2017: $23,357Expenses 2017: $12,607Net Income 2017: $10,7502017Revenue 2018: $32,332Expenses 2018: $15,380Net Income 2018: $16,9522018Revenue 2019: $396,005Expenses 2019: $18,453Net Income 2019: $377,5522019Revenue 2020: $58,897Expenses 2020: $43,140Net Income 2020: $15,7572020Revenue 2021: $76,556Expenses 2021: $46,333Net Income 2021: $30,2232021Revenue 2022: $40,243Expenses 2022: $53,423Net Income 2022: -$13,1802022Revenue 2023: $42,896Expenses 2023: $40,678Net Income 2023: $2,2182023Revenue 2024: $52,634Expenses 2024: $44,744Net Income 2024: $7,8902024

Highlighted filing

2015

Revenue$29,563
Expenses$12,444
Net Income$17,119
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 25, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARROLL L FULMERPresident-$0--
BARBARA B FULMERDirector-$0--
PHILIP R FULMERDirector-$0--
TIMOTHY A FULMERDirector-$0--
CARROLL A FULMERDirector-$0--
CYNTHIA F FULMERDirector-$0--
MICHAEL J GALLAGHERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Carroll L Fulmer and Barbara B
EIN
61-1669947
Phone
3523946000
Address
11050 AUTUMN LANE, CLERMONT, FL 34711-9128

Signing Officer

Name
Carroll L Fulmer
Title
President
Phone
3523946000
Signed
2016-05-25

Preparer

Firm
Bunting Tripp & Ingley Llp
Address
230 EAST TILLMAN AVENUE, LAKE WALES, FL 33853-3714
Preparer
Roger a Ingley
Phone
8636767981
Raw XML Appendix338 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/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt09635
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt051
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt09635
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/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/IndividualWithBooksNm0CARROLL L FULMER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011050 AUTUMN LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt011050 AUTUMN LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLERMONT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0347119128
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03523946000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44135
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0EDUCATION FOUNDATION OF LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1VALARIE ROPER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2SHEPHERD OF THE HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3PATRICIA BOATWRIGHT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4FAITH NEIGHBORHOOD CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02045 PRUITT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1C/O 11050 AUTUMN LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt213600 CASPIAN LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3C/O 111050 AUTUMN LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt47432 SR 50
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LEESBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLERMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CLERMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CLERMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4GROVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034748
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134711
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234711
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334711
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd434736
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09635
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/AppliedToCurrentYearAmt04445
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05190
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07697
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09635
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03252
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05190
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01379
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01379
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/Amt159
TaxesSchedule/TaxesDetail/CategoryTxt0FLORIDA ANNUAL CORPORATE FEE
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CARROLL L FULMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03523946000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARROLL L FULMER AND BARBARA B
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FULMER FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0611669947
ReturnHeader/Filer/PhoneNum03523946000
ReturnHeader/Filer/USAddress/AddressLine1Txt011050 AUTUMN LANE
ReturnHeader/Filer/USAddress/CityNm0CLERMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0347119128
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0590673514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUNTING TRIPP & INGLEY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 EAST TILLMAN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE WALES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0338533714
ReturnHeader/PreparerPersonGrp/PhoneNum08636767981
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER A INGLEY
ReturnHeader/ReturnTs02016-05-25T12:57:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.53$0.45$0.08
2023Summary only. Only limited summary data is available for this year.$6.48$0.00$0.43$0.41$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.46$0.00$6.46$0.40$0.53$0.13
2021Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.77$0.46$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.29$0.00$6.29$0.59$0.43$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.13$0.00$6.13$3.96$0.18$3.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.35$0.32$0.15$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.24$2.18$0.23$0.13$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.20$1.75$0.17$0.10$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.30$0.12$0.17
2015Summary only. Only limited summary data is available for this year.$1.67$0.00$0.30$0.12$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.28$0.07$0.21
2013Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.21$0.09$0.12
2012Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.00