Civic Intelligence

Carroll L Fulmer and Barbara B Fulmer Family Foundation Inc.

990PF • Fiscal year 2017 • EIN 61-1669947

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization Profile
8140 Cherry Lake RoadGroveland, FL 34736

(352) 394-6000

Siviq Scores

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

Liabilities / Assets

80th percentile

0.10x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

96th percentile

1.03x

Higher debt load relative to revenue than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

78th percentile

24%

Faster asset growth than 78% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$242,579

Up $47,353 (+24%) from 2016

Net Assets

Up

$218,445

Up $43,690 (+25%) from 2016

Liabilities

Up

$24,134

Up $3,663 (+18%) from 2016

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin90th percentile

Revenue

Up

$23,357

Up $6,155 (+36%) from 2016

Expenses

Up

$12,607

Up $2,720 (+28%) from 2016

Net Income

Up

$10,750

Up $3,435 (+47%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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: $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

2017

Assets$242,579
Liabilities$24,134
Net Assets$218,445
Open 2017 Filing

Operations Trend

Revenue Growth81st percentile

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 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

2017

Revenue$23,357
Expenses$12,607
Net Income$10,750
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

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
8140 CHERRY LAKE ROAD, GROVELAND, FL 34736

Signing Officer

Name
Carroll L Fulmer
Title
President
Phone
3523946000
Signed
2018-05-15

Preparer

Firm
Bunting Tripp & Ingley Llp
Address
230 EAST TILLMAN AVENUE, LAKE WALES, FL 33853-3714
Preparer
William M Jacobs
Phone
8636767981
Raw XML Appendix330 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/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt085
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0215637
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0178613
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0154953
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0138363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0125183
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0105166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt09015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.209615
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt09015
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt09015
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt09015
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/Amt09015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MID SOUTH DYSLEXIA CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0MID SOUTH DYSLEXIA CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06933 CRUMPLER BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt06933 CRUMPLER BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OLIVE BRANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd038654
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09015
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/AppliedToCurrentYearAmt03974
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05041
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010611
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09015
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06637
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05041
OtherIncreasesSchedule/OtherIncreasesDetail/Amt032940
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CORRRECTION TO PRIOR YEAR UNREALIZED GAIN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt020425
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt146
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0UNREALIZED GAINS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt023963
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1171
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01969
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01969
TaxesSchedule/TaxesDetail/Amt070
TaxesSchedule/TaxesDetail/Amt152
TaxesSchedule/TaxesDetail/Amt2171
TaxesSchedule/TaxesDetail/CategoryTxt0FLORIDA ANNUAL CORPORATE FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt052
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CARROLL L FULMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03523946000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
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/AddressLine1Txt08140 CHERRY LAKE ROAD
ReturnHeader/Filer/USAddress/CityNm0GROVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034736
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CF384214F99BCA49C4EE483DCA9FD812C0BFFCF7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0999D1C70832D6E6AB606C086D45A6062B8F6B372
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:45:20
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/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM M JACOBS
ReturnHeader/ReturnTs02018-05-15T13:45:20-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$242,579
Liabilities
$24,134
Net assets
$218,445
Revenue
$23,357
Expenses
$12,607
Net income
$10,750
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
2017Detailed filing. Detailed filing data is available for this year.$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
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