Civic Intelligence

Plus Endowment

990EZ • Fiscal year 2023 • EIN 62-1801717

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 26, 2023

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

(731) 540-4774

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$204,497

Down $17,030 (-7.7%) from 2022

Net Assets

Down

$204,497

Down $17,030 (-7.7%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$42,104

Down $20,704 (-33%) from 2022

Expenses

Down

$59,134

Down $4,755 (-7.4%) from 2022

Net Income

Down

-$17,030

Down $15,949 (-1475%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$204,497
Liabilities-
Net Assets$204,497
Open 2023 Filing

Operations Trend

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

2023

Revenue$42,104
Expenses$59,134
Net Income-$17,030
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 26, 2023
Return Version
2022v5.0
Gross Receipts
$42,104
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$58,828$58,828
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM FOSTERPres Director-$0--
STACY HAYESVice Pres Director-$0--
JAMES SMITHTreas. Director-$0--
HEATHER STONESec Director-$0--
VICKY BOYDDirector-$0--
NOLAN POTEETEDirector-$0--
JANE ETHERIDGEDirector-$0--
ERIN COLEMANSec Director-$0--
RANDY STEPHENSDirector-$0--
TONI PHILLIPSDirector-$0--
DUSTIN KENDALLDirector-$0--
SUSAN HAYESDirector-$0--
ELIZA STOOTSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Plus Endowment
EIN
62-1801717
Phone
7315404774
Address
C/O STEVE GREER 114 S POPLAR, PARIS, TN 38242

Signing Officer

Name
James Smith
Title
Treasurer
Phone
7315404774
Signed
2023-12-26
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 , Grantee VARIOUS, Cash Grant 58,828, Relationship”

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

“MISCELLANEOUS FEES 74”

Raw XML Appendix181 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAMES SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum07315404774
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PARIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038242
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0221527
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0204497
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt033825
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17030
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0221527
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt058828
IRS990EZ/GrossReceiptsAmt042104
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08279
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0221527
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12000.00
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/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STACY HAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER STONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4VICKY BOYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NOLAN POTEETE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JANE ETHERIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ERIN COLEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RANDY STEPHENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TONI PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DUSTIN KENDALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11SUSAN HAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12ELIZA STOOTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREAS. DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SEC DIR
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/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt074
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORTING PUBLIC SCHOOLS
IRS990EZ/PrintingPublicationsPostageAmt0232
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MADE GRANTS TO CLASSES AT VARIOUS PUBLIC SCHOOLS FOR VARIOUS EDUCATIONAL PROGRAMS AND PROJECTS NOT FUNDED BY SCHOOL BUDGET
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt058828
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058828
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt059134
IRS990EZ/TotalProgramServiceExpensesAmt058828
IRS990EZ/TotalRevenueAmt042104
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt058828
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt047034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt047567
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt049841
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt057522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0260792
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08279
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07591
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011673
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt027543
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90450
IRS990ScheduleA/PublicSupportPY170Pct00.92040
IRS990ScheduleA/PublicSupportTotal170Amt0260792
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt058828
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt047034
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt047567
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt049841
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt057522
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0260792
IRS990ScheduleA/TotalSupportAmt0288335
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 , Grantee VARIOUS, Cash Grant 58,828, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISCELLANEOUS FEES 74
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07315404774
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUS ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0PLUS
ReturnHeader/Filer/EIN0621801717
ReturnHeader/Filer/PhoneNum07315404774
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O STEVE GREER 114 S POPLAR
ReturnHeader/Filer/USAddress/CityNm0PARIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038242
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-01-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steve Greer CPA
ReturnHeader/ReturnTs02024-01-25T09:28:07-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$204,497
Liabilities
-
Net assets
$204,497
Revenue
$42,104
Expenses
$59,134
Net income
-$17,030
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