Civic Intelligence

P&Cma Educational Foundation Inc

990EZ • Fiscal year 2013 • EIN 63-1111591

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 06, 2014

Post Office Box 23165936123-1659

(334) 272-3800

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

58th percentile

6.3%

Faster asset growth than 58% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$153,999

Up $9,091 (+6.3%) from 2012

Net Assets

Up

$153,999

Up $9,091 (+6.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$42,404

Up $6,451 (+18%) from 2012

Expenses

Up

$33,313

Up $1,373 (+4.3%) from 2012

Net Income

Up

$9,091

Up $5,078 (+127%) from 2012

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $151,261Liabilities 2010: $0Net Assets 2010: $151,2612010Assets 2011: $140,895Liabilities 2011: $02011Assets 2012: $144,908Liabilities 2012: $0Net Assets 2012: $144,9082012Assets 2013: $153,999Liabilities 2013: $0Net Assets 2013: $153,9992013Assets 2014: $156,708Liabilities 2014: $0Net Assets 2014: $156,7082014Assets 2015: $162,029Liabilities 2015: $02015Assets 2016: $164,770Liabilities 2016: $0Net Assets 2016: $164,7702016Assets 2017: $194,387Liabilities 2017: $02017Assets 2018: $197,453Liabilities 2018: $0Net Assets 2018: $197,4532018Assets 2019: $209,942Liabilities 2019: $0Net Assets 2019: $209,9422019Assets 2020: $182,144Liabilities 2020: $0Net Assets 2020: $182,1442020Assets 2021: $178,522Liabilities 2021: $0Net Assets 2021: $178,5222021Assets 2022: $184,081Liabilities 2022: $0Net Assets 2022: $184,0812022Assets 2023: $198,760Liabilities 2023: $02023Assets 2024: $234,837Liabilities 2024: $0Net Assets 2024: $234,8372024

Highlighted filing

2013

Assets$153,999
Liabilities$0
Net Assets$153,999

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $27,885Expenses 2010: $40,567Net Income 2010: -$12,6822010Revenue 2011: $30,676Expenses 2011: $41,042Net Income 2011: -$10,3662011Revenue 2012: $35,953Expenses 2012: $31,940Net Income 2012: $4,0132012Revenue 2013: $42,404Expenses 2013: $33,313Net Income 2013: $9,0912013Revenue 2014: $34,551Expenses 2014: $31,842Net Income 2014: $2,7092014Revenue 2015: $34,434Expenses 2015: $29,113Net Income 2015: $5,3212015Revenue 2016: $34,641Expenses 2016: $31,900Net Income 2016: $2,7412016Revenue 2017: $61,697Expenses 2017: $32,080Net Income 2017: $29,6172017Revenue 2018: $33,284Expenses 2018: $30,218Net Income 2018: $3,0662018Revenue 2019: $33,492Expenses 2019: $21,003Net Income 2019: $12,4892019Revenue 2020: $16,655Expenses 2020: $44,453Net Income 2020: -$27,7982020Revenue 2021: $41,584Expenses 2021: $45,206Net Income 2021: -$3,6222021Revenue 2022: $44,841Expenses 2022: $39,282Net Income 2022: $5,5592022Revenue 2023: $100,958Expenses 2023: $86,279Net Income 2023: $14,6792023Revenue 2024: $70,240Expenses 2024: $34,163Net Income 2024: $36,0772024

Highlighted filing

2013

Revenue$42,404
Expenses$33,313
Net Income$9,091
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 6, 2014
Return Version
2013v3.0
Gross Receipts
$76,695
Mission and Program Overview

Mission

To grant scholarships to students.

To grant scholarships to students

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION WAS FORMED TO ASSIST THE CHILDREN OF FULL-TIME EMPLOYEES OF MEMBER FIRMS WITH COLLEGE EXPENSES.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BART FLETCHERPresident-$0--
SHAYNE LORDDirector-$0--
DEAM MACKPast Chairman-$0--
MICKEY CREWVice-Chairman-$0--
DAVID COLLINSSecretary/Treasurer-$0--
DENNIS MCKNIGHTDirector-$0--
ROY MOHONDirector-$0--
MONICA SHAHDirector-$0--
KEVIN SPRIGGSDirector-$0--
WES HOLLARDirector-$0--
DARRIN HOLMESDirector-$0--
JIM PARRDirector-$0--
Filing and Contact Details

Filer

EIN
63-1111591
Phone
3342723800

Signing Officer

Name
Bart Fletcher
Title
President
Phone
3342723800
Signed
2014-08-06
Discuss with paid preparer
Yes

Preparer

Preparer
Chad Singletary CPA
Phone
3342716678
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 24. Description: dividend income. Amount: 8,390. Total included on form 990-ez, line 4: 8,414.

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

Description: bank fees. Amount: 4,603. Description: scholarship administrative fee. Amount: 2,440. Total to form 990-ez, line 16: 7,043.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investments. Beg. Of year amount: 129,981. End of year amount: 135,554.

Raw XML Appendix228 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10LYNNE COKER
IRS990EZ/BooksInCareOfDetail/PhoneNum03342723800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine104264 LOMAC STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0MONTGOMERY
IRS990EZ/BooksInCareOfDetail/USAddress/State0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode036106
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
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IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BART FLETCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHAYNE LORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEAM MACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICKEY CREW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DENNIS MCKNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROY MOHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MONICA SHAH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KEVIN SPRIGGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9WES HOLLAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DARRIN HOLMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JIM PARR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE-CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0129981
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0135554
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07043
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO GRANT SCHOLARSHIPS TO STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION WAS FORMED TO ASSIST THE CHILDREN OF FULL-TIME EMPLOYEES OF MEMBER FIRMS WITH COLLEGE EXPENSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt026181
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt012650
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt033313
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt042404
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt029450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt027585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026360
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0136955
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012954
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07611
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0253
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03451
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt031822
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt011970
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt010965
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt010440
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt010695
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt010545
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt054615
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012954
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0253
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03451
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt031822
IRS990ScheduleA/InvestmentIncomeCYPct00.14240
IRS990ScheduleA/InvestmentIncomePYPct00.12010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.85760
IRS990ScheduleA/PublicSupportPY509Pct00.87990
IRS990ScheduleA/PublicSupportTotal509Amt0191570
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041420
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt038550
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037650
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt037150
IRS990ScheduleA/Total509Grp/TotalAmt0191570
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046103
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt037903
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt040601
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0223392
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 24. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 8,390. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 8,414.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK FEES. AMOUNT: 4,603. DESCRIPTION: SCHOLARSHIP ADMINISTRATIVE FEE. AMOUNT: 2,440. TOTAL TO FORM 990-EZ, LINE 16: 7,043.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 129,981. END OF YEAR AMOUNT: 135,554.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BART FLETCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03342723800
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10P&CMA EDUCATIONAL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0P&CM
ReturnHeader/Filer/EIN0631111591
ReturnHeader/Filer/PhoneNum03342723800
ReturnHeader/Filer/USAddress/AddressLine10POST OFFICE BOX 231659
ReturnHeader/Filer/USAddress/City0MONTGOMERY
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode0361231659
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107550 HALCYON SUMMIT DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode036117
ReturnHeader/PreparerPersonGrp/PhoneNum03342716678
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHAD SINGLETARY CPA
ReturnHeader/ReturnTs02014-08-15T16:55:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.70$0.34$0.36
2023Summary only. Only limited summary data is available for this year.$1.99$0.00$1.01$0.86$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.45$0.39$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.42$0.45$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.17$0.44$0.28
2019Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.33$0.21$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.33$0.30$0.03
2017Summary only. Only limited summary data is available for this year.$1.94$0.00$0.62$0.32$0.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.35$0.32$0.03
2015Summary only. Only limited summary data is available for this year.$1.62$0.00$0.34$0.29$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.35$0.32$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.42$0.33$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.00$1.45$0.36$0.32$0.04
2011Summary only. Only limited summary data is available for this year.$1.41$0.00$0.31$0.41$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.00$1.51$0.28$0.41$0.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits