Civic Intelligence

Dr E G and Martha S Plunkett Foundation

990PF • Fiscal year 2016 • EIN 63-1105769

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 23, 2017

Organization Profile
404 Rockport LaneBirmingham, AL 35242

(205) 222-1800

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

95th percentile

0.80x

Higher debt load relative to revenue than 95% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

9th percentile

-68%

Higher net margin than 9% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

50th percentile

0.4%

Faster asset growth than 50% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-61%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$67,221

Up $239 (+0.4%) from 2015

Net Assets

Down

$64,721

Down $2,261 (-3.4%) from 2015

Liabilities

Up

$2,500

Up $2,500 from 2015

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin9th percentile

Revenue

Down

$3,108

Down $4,936 (-61%) from 2015

Expenses

Up

$5,222

Up $852 (+19%) from 2015

Net Income

Down

-$2,114

Down $5,788 (-158%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2016

Assets$67,221
Liabilities$2,500
Net Assets$64,721
Open 2016 Filing

Operations Trend

Revenue Growth8th 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

2016

Revenue$3,108
Expenses$5,222
Net Income-$2,114
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 23, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA STARRDirector-$0--
TIFFANIE J STARRDirector-$0--
Filing and Contact Details

Filer

Filer Name
Dr Eg and Martha S Plunkett
EIN
63-1105769
Phone
2052221800
Address
404 ROCKPORT LANE, BIRMINGHAM, AL 35242

Signing Officer

Name
Patricia Starr
Title
President
Phone
2052221800
Signed
2017-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Barfield Murphy Shank & Smith LLC
Address
1121 RIVERCHASE OFFICE RD, BIRMINGHAM, AL 35244
Preparer
Myra S Roberts CPA
Phone
2059825500
Raw XML Appendix302 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01820
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01716
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0137
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01716
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01716
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0104
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM PLUNKETT CHARITABLE REMAINDER UNITRUST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03108
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0147
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RETURN OF PRINCIPAL KAYNE ANDERSON
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt018
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ELMER G PLUNKETT IRR CHARITABLE REMAINDER UNITRUST
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt018
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt018
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO NON-EXEMPT TRUST
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES MERRILL LYNCH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
TaxesSchedule/TaxesDetail/Amt0188
TaxesSchedule/TaxesDetail/CategoryTxt0INVESTMENT TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0188
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA STARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02052221800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR EG AND MARTHA S PLUNKETT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DREG
ReturnHeader/Filer/EIN0631105769
ReturnHeader/Filer/PhoneNum02052221800
ReturnHeader/Filer/USAddress/AddressLine1Txt0404 ROCKPORT LANE
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035242
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C5A92668C9D034E0256DD37BF6A1F807A0C00DC2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId030F8251E990CBF7D23C8EA66083D55B92FF9AC7F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.254.230.2
ReturnHeader/FilingSecurityInformation/IPDt02017-08-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:57:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461498870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARFIELD MURPHY SHANK & SMITH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01121 RIVERCHASE OFFICE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035244
ReturnHeader/PreparerPersonGrp/PhoneNum02059825500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MYRA S ROBERTS CPA
ReturnHeader/ReturnTs02017-08-24T14:04:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,221
Liabilities
$2,500
Net assets
$64,721
Revenue
$3,108
Expenses
$5,222
Net income
-$2,114
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