Civic Intelligence

Plus Endowment

990EZ • Fiscal year 2022 • EIN 62-1801717

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 13, 2023

Organization ProfileN/A
C/O Steve Greer 114 S PoplarParis, TN 38242

(731) 642-8781

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

37th percentile

-1.7%

Higher net margin than 37% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

46th percentile

-0.5%

Faster asset growth than 46% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

57th percentile

18%

Faster revenue growth than 57% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$221,527

Down $1,081 (-0.5%) from 2021

Net Assets

$221,527

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin37th percentile

Revenue

Up

$62,808

Up $9,650 (+18%) from 2021

Expenses

Down

$63,889

Down $23,342 (-27%) from 2021

Net Income

Up

-$1,081

Up $32,992 (+97%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$800K$600K$400K$200K$0Assets 2012: $258,489Liabilities 2012: $02012Assets 2013: $257,234Liabilities 2013: $02013Assets 2014: $248,896Liabilities 2014: $02014Assets 2015: $262,614Liabilities 2015: $02015Assets 2016: $263,316Liabilities 2016: $02016Assets 2017: $271,057Liabilities 2017: $02017Assets 2018: $281,867Liabilities 2018: $02018Assets 2019: $274,701Liabilities 2019: $02019Assets 2020: $256,681Liabilities 2020: $02020Assets 2021: $222,608Liabilities 2021: $02021Assets 2022: $221,527Net Assets 2022: $221,5272022Assets 2023: $204,497Net Assets 2023: $204,4972023Assets 2024: $192,374Net Assets 2024: $192,3742024Assets 2025: $704,538Liabilities 2025: $0Net Assets 2025: $704,5382025

Highlighted filing

2022

Assets$221,527
Liabilities-
Net Assets$221,527
Open 2022 Filing

Operations Trend

Revenue Growth57th percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $34,217Expenses 2012: $25,493Net Income 2012: $8,7242012Revenue 2013: $30,865Expenses 2013: $32,120Net Income 2013: -$1,2552013Revenue 2014: $27,148Expenses 2014: $35,519Net Income 2014: -$8,3712014Revenue 2015: $47,831Expenses 2015: $35,757Net Income 2015: $12,0742015Revenue 2016: $39,615Expenses 2016: $38,913Net Income 2016: $7022016Revenue 2017: $63,033Expenses 2017: $55,292Net Income 2017: $7,7412017Revenue 2018: $80,789Expenses 2018: $69,979Net Income 2018: $10,8102018Revenue 2019: $69,195Expenses 2019: $76,361Net Income 2019: -$7,1662019Revenue 2020: $60,996Expenses 2020: $79,016Net Income 2020: -$18,0202020Revenue 2021: $53,158Expenses 2021: $87,231Net Income 2021: -$34,0732021Revenue 2022: $62,808Expenses 2022: $63,889Net Income 2022: -$1,0812022Revenue 2023: $42,104Expenses 2023: $59,134Net Income 2023: -$17,0302023Revenue 2024: $46,279Expenses 2024: $58,402Net Income 2024: -$12,1232024Revenue 2025: $559,629Expenses 2025: $47,465Net Income 2025: $512,1642025

Highlighted filing

2022

Revenue$62,808
Expenses$63,889
Net Income-$1,081
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 13, 2023
Return Version
2021v4.2
Gross Receipts
$62,808
Mission and Program Overview

Mission

Supporting public schools

Program Services

DescriptionGrantsExpenses
MADE GRANTS TO CLASSES AT VARIOUS PUBLIC SCHOOLS FOR VARIOUS EDUCATIONAL PROGRAMS AND PROJECTS NOT FUNDED BY SCHOOL BUDGET--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDALL PERKINSPres Director-$0--
JANE ETHERIDGEDirector-$0--
JAMES SMITHTreas. Director-$0--
STACY HAYESDirector-$0--
VICKI BOYDDirector-$0--
NOLAN POTEETEDirector-$0--
RITA PASCHALLDirector-$0--
HEATHER STONESec Director-$0--
RANDY STEPHENSDirector-$0--
STEVE GREERDirector-$0--
KIM FOSTERDirector-$0--
SUSAN HAYESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Plus Endowment
EIN
62-1801717
Phone
7316428781
Address
C/O STEVE GREER 114 S POPLAR, PARIS, TN 38242

Signing Officer

Name
James Smith
Title
Treasurer
Phone
7316428781
Signed
2023-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Sullivan & Greer PLLC
Address
1101 E Wood St, Paris, TN 38242
Preparer
Steve Greer CPA
Phone
7316422940
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity EDUCATION, Grantee VARIOUS PUBLIC SCHOOLS, Cash Grant 60,682, Relationship”

Form 990-EZ, Part I, Line 16, Other Expenses

“Administrative expenses 1,255”

Raw XML Appendix171 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0COMMERCIAL BANK
IRS990EZ/BooksInCareOfDetail/PhoneNum07316428781
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1090
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PARIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038242
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0222608
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0221527
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt047034
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1081
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0222608
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0221527
IRS990EZ/GrantsAndSimilarAmountsPaidAmt060682
IRS990EZ/GrossReceiptsAmt062808
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt015774
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0222608
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0221527
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0222608
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0221527
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RANDALL PERKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANE ETHERIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STACY HAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4VICKI BOYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NOLAN POTEETE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RITA PASCHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7HEATHER STONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RANDY STEPHENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9STEVE GREER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KIM FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11SUSAN HAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREAS. DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SEC DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01255
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORTING PUBLIC SCHOOLS
IRS990EZ/PrintingPublicationsPostageAmt01952
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MADE GRANTS TO CLASSES AT VARIOUS PUBLIC SCHOOLS FOR VARIOUS EDUCATIONAL PROGRAMS AND PROJECTS NOT FUNDED BY SCHOOL BUDGET
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt063889
IRS990EZ/TotalRevenueAmt062808
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt047034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt047567
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt049841
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt057522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt076012
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0277976
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07591
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011673
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04777
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt024041
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92040
IRS990ScheduleA/PublicSupportPY170Pct00.93490
IRS990ScheduleA/PublicSupportTotal170Amt0277976
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt047034
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt047567
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt049841
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt057522
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt076012
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0277976
IRS990ScheduleA/TotalSupportAmt0302017
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity EDUCATION, Grantee VARIOUS PUBLIC SCHOOLS, Cash Grant 60,682, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATIVE EXPENSES 1,255
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07316428781
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUS ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0PLUS
ReturnHeader/Filer/EIN0621801717
ReturnHeader/Filer/PhoneNum07316428781
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O STEVE GREER 114 S POPLAR
ReturnHeader/Filer/USAddress/CityNm0PARIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038242
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371518431
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sullivan & Greer PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01101 E Wood St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Paris
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038242
ReturnHeader/PreparerPersonGrp/PhoneNum07316422940
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steve Greer CPA
ReturnHeader/ReturnTs02023-01-13T08:29:41-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$221,527
Liabilities
-
Net assets
$221,527
Revenue
$62,808
Expenses
$63,889
Net income
-$1,081
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$5.60$0.47$5.12
2024Detailed filing. Detailed filing data is available for this year.$1.92$1.92$0.46$0.58$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.04$2.04$0.42$0.59$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.22$2.22$0.63$0.64$0.01
2021Summary only. Only limited summary data is available for this year.$2.23$0.00$0.53$0.87$0.34
2020Summary only. Only limited summary data is available for this year.$2.57$0.00$0.61$0.79$0.18
2019Summary only. Only limited summary data is available for this year.$2.75$0.00$0.69$0.76$0.07
2018Summary only. Only limited summary data is available for this year.$2.82$0.00$0.81$0.70$0.11
2017Summary only. Only limited summary data is available for this year.$2.71$0.00$0.63$0.55$0.08
2016Summary only. Only limited summary data is available for this year.$2.63$0.00$0.40$0.39$0.01
2015Summary only. Only limited summary data is available for this year.$2.63$0.00$0.48$0.36$0.12
2014Summary only. Only limited summary data is available for this year.$2.49$0.00$0.27$0.36$0.08
2013Summary only. Only limited summary data is available for this year.$2.57$0.00$0.31$0.32$0.01
2012Summary only. Only limited summary data is available for this year.$2.58$0.00$0.34$0.25$0.09