Civic Intelligence

Dr E G and Martha S Plunkett Foundation

990PF • Fiscal year 2015 • EIN 63-1105769

Jan 01, 2015 to Dec 31, 2015 • Filed on May 13, 2016

Organization Profile
PO Box 2128Cullman, AL 35056

(256) 739-4824

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

90th percentile

46%

Higher net margin than 90% 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

52nd percentile

0.9%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

92nd percentile

91%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$66,982

Up $612 (+0.9%) from 2014

Net Assets

Up

$66,982

Up $2,969 (+4.6%) from 2014

Liabilities

Down

$0

Down $2,357 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin90th percentile

Revenue

Up

$8,044

Up $3,841 (+91%) from 2014

Expenses

Down

$4,370

Down $972 (-18%) from 2014

Net Income

Up

$3,674

Up $4,813 (+423%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $93,125Liabilities 2010: $1,924Net Assets 2010: $91,2012010Assets 2011: $77,361Liabilities 2011: $1,253Net Assets 2011: $76,1082011Assets 2012: $70,790Liabilities 2012: $0Net Assets 2012: $70,7902012Assets 2013: $67,708Liabilities 2013: $2,225Net Assets 2013: $65,4832013Assets 2014: $66,370Liabilities 2014: $2,357Net Assets 2014: $64,0132014Assets 2015: $66,982Liabilities 2015: $0Net Assets 2015: $66,9822015Assets 2016: $67,221Liabilities 2016: $2,500Net Assets 2016: $64,7212016Assets 2017: $1,398,812Liabilities 2017: $60,258Net Assets 2017: $1,338,5542017Assets 2018: $1,295,393Liabilities 2018: $0Net Assets 2018: $1,295,3932018Assets 2019: $1,256,013Liabilities 2019: $0Net Assets 2019: $1,256,0132019Assets 2020: $1,041,387Liabilities 2020: $0Net Assets 2020: $1,041,3872020Assets 2021: $1,004,028Liabilities 2021: $0Net Assets 2021: $1,004,0282021Assets 2022: $954,462Liabilities 2022: $11,000Net Assets 2022: $943,4622022Assets 2023: $890,944Liabilities 2023: $0Net Assets 2023: $890,9442023Assets 2024: $852,556Liabilities 2024: $0Net Assets 2024: $852,5562024

Highlighted filing

2015

Assets$66,982
Liabilities$0
Net Assets$66,982
Open 2015 Filing

Operations Trend

Revenue Growth92nd percentile

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

$100K$0-$100K-$200K-$300KExpenses 2010: $5,8062010Expenses 2011: $6,0032011Expenses 2012: $5,6152012Revenue 2013: $781Expenses 2013: $6,088Net Income 2013: -$5,3072013Revenue 2014: $4,203Expenses 2014: $5,342Net Income 2014: -$1,1392014Revenue 2015: $8,044Expenses 2015: $4,370Net Income 2015: $3,6742015Revenue 2016: $3,108Expenses 2016: $5,222Net Income 2016: -$2,1142016Revenue 2017: $37,446Expenses 2017: $13,347Net Income 2017: $24,0992017Revenue 2018: $20,013Expenses 2018: $57,588Net Income 2018: -$37,5752018Revenue 2019: $37,159Expenses 2019: $76,539Net Income 2019: -$39,3802019Revenue 2020: -$145,321Expenses 2020: $69,305Net Income 2020: -$214,6262020Revenue 2021: $24,978Expenses 2021: $62,337Net Income 2021: -$37,3592021Revenue 2022: $2,695Expenses 2022: $63,261Net Income 2022: -$60,5662022Revenue 2023: $6,580Expenses 2023: $59,098Net Income 2023: -$52,5182023Revenue 2024: $16,198Expenses 2024: $54,586Net Income 2024: -$38,3882024

Highlighted filing

2015

Revenue$8,044
Expenses$4,370
Net Income$3,674
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 13, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA S PLUNKETTDirector-$0--
PATRICIA P STARRDirector-$0--
Filing and Contact Details

Filer

Filer Name
Dr Eg and Martha S Plunkett
EIN
63-1105769
Phone
2567394824
Address
PO BOX 2128, CULLMAN, AL 35056

Signing Officer

Name
Martha S Plunkett
Title
Director
Phone
2567394824
Signed
2016-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Mallory Jackson & Associates Inc
Address
2320 HIGHLAND AVE S 250, BIRMINGHAM, AL 35205
Preparer
Mallory Jackson
Phone
2059391978
Raw XML Appendix313 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0100 FIDUCIARY /CLAY MLP OPP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt02722
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02553
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt032
IRS990PF/DistributableAmountGrp/TotalTaxAmt032
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0223
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt032
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0191
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt032
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0223
IRS990PF/FMVAssetsEOYAmt035754
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02357
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt064280
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt060200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt028972
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0223
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt051836
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04101
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt047512
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0778
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0223
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02553
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt051058
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARTHA S PLUNKETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PATRICIA P STARR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CONCORDIA COLLEGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0101 SAINT BERNARD DR SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1542
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21712 BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33420 2ND AVENUE NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41301 CONVENT ROAD NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5510 3RD AVE SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CULLMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CULLMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SELMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CULLMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CULLMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd135056
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd236701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd335222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd435055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd535055
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04100
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/AppliedToCurrentYearAmt02521
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02521
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0137
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01716
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01579
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0137
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01579
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01716
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0137
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARY M PLUNKETT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0P O BOX 2128
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CULLMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd035056
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0655
OtherDecreasesSchedule/OtherDecreasesDetail/Amt135
OtherDecreasesSchedule/OtherDecreasesDetail/Amt215
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RETURN OF PRINCIPAL KAYNE ANDERSON
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1DECREASE IN PREPAID TAX
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2RETURN OF PRINCIPAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt187
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES MERRILL LYNCH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES MERRILL LYNCH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt187
TaxesSchedule/TaxesDetail/Amt033
TaxesSchedule/TaxesDetail/CategoryTxt0INVESTMENT TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt033
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA S PLUNKETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02567394824
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR EG AND MARTHA S PLUNKETT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DREG
ReturnHeader/Filer/EIN0631105769
ReturnHeader/Filer/PhoneNum02567394824
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2128
ReturnHeader/Filer/USAddress/CityNm0CULLMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035056
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271799523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MALLORY JACKSON & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02320 HIGHLAND AVE S 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035205
ReturnHeader/PreparerPersonGrp/PhoneNum02059391978
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MALLORY JACKSON
ReturnHeader/ReturnTs02016-05-19T10:13:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,982
Liabilities
$0
Net assets
$66,982
Revenue
$8,044
Expenses
$4,370
Net income
$3,674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.02$0.05$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.01$0.06$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.94$0.00$0.06$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.02$0.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.15$0.07$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.04$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.02$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.40$0.06$1.34$0.04$0.01$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.06$0.00$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.01$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.06$0.00$0.01$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.01$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.01