Civic Intelligence

Ernest G Debakey Charitable Foundation

990PF • Fiscal year 2014 • EIN 72-1374786

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

Organization Profile
33561 Boardwalk DriveSpanish Fort, AL 36527

(251) 621-1344

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

82nd percentile

34%

Higher net margin than 82% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

20th percentile

$13,471

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

52nd percentile

3.3%

Faster asset growth than 52% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

75th percentile

21%

Faster revenue growth than 75% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$17,347,974

Up $549,711 (+3.3%) from 2013

Net Assets

Up

$17,346,386

Up $549,699 (+3.3%) from 2013

Liabilities

Up

$1,588

Up $12 (+0.8%) from 2013

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin82nd percentile

Revenue

Up

$1,585,690

Up $272,350 (+21%) from 2013

Expenses

Up

$1,039,352

Up $199,711 (+24%) from 2013

Net Income

Up

$546,338

Up $72,639 (+15%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $16,258,931Liabilities 2011: $12011Assets 2012: $16,282,837Liabilities 2012: $1,451Net Assets 2012: $16,281,3862012Assets 2013: $16,798,263Liabilities 2013: $1,576Net Assets 2013: $16,796,6872013Assets 2014: $17,347,974Liabilities 2014: $1,588Net Assets 2014: $17,346,3862014Assets 2015: $17,711,566Liabilities 2015: $1,588Net Assets 2015: $17,709,9782015Assets 2017: $17,186,021Liabilities 2017: $2,170Net Assets 2017: $17,183,8512017Assets 2018: $17,091,307Liabilities 2018: $2,212Net Assets 2018: $17,089,0952018Assets 2019: $17,183,168Liabilities 2019: $2,456Net Assets 2019: $17,180,7122019Assets 2020: $16,906,301Liabilities 2020: $9,895Net Assets 2020: $16,896,4062020Assets 2021: $17,162,310Liabilities 2021: $0Net Assets 2021: $17,162,3102021Assets 2022: $16,825,417Liabilities 2022: $0Net Assets 2022: $16,825,4172022Assets 2023: $16,667,470Liabilities 2023: $0Net Assets 2023: $16,667,4702023Assets 2024: $16,479,991Liabilities 2024: $1,400Net Assets 2024: $16,478,5912024

Highlighted filing

2014

Assets$17,347,974
Liabilities$1,588
Net Assets$17,346,386
Open 2014 Filing

Operations Trend

Revenue Growth75th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,176,452Expenses 2011: $1,098,717Net Income 2011: $77,7352011Expenses 2012: $1,133,4842012Revenue 2013: $1,313,340Expenses 2013: $839,641Net Income 2013: $473,6992013Revenue 2014: $1,585,690Expenses 2014: $1,039,352Net Income 2014: $546,3382014Revenue 2015: $1,407,518Expenses 2015: $1,055,965Net Income 2015: $351,5532015Revenue 2017: $807,722Expenses 2017: $958,532Net Income 2017: -$150,8102017Revenue 2018: $916,029Expenses 2018: $1,036,170Net Income 2018: -$120,1412018Revenue 2019: $1,100,321Expenses 2019: $1,045,343Net Income 2019: $54,9782019Revenue 2020: $1,198,172Expenses 2020: $990,973Net Income 2020: $207,1992020Revenue 2021: $1,369,821Expenses 2021: $1,123,025Net Income 2021: $246,7962021Revenue 2022: $593,056Expenses 2022: $932,234Net Income 2022: -$339,1782022Revenue 2023: $1,133,600Expenses 2023: $1,294,775Net Income 2023: -$161,1752023Revenue 2024: $1,203,397Expenses 2024: $1,378,242Net Income 2024: -$174,8452024

Highlighted filing

2014

Revenue$1,585,690
Expenses$1,039,352
Net Income$546,338
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUSTMARKTrustee-$13,471-$13,471
FRANK L MCPHILLIPS MDDirector-$3,000-$3,000
KERMIT BISHOPDirector-$3,000-$3,000
MARSHA DEBAKEYPres/Tre/Director-$3,000-$3,000
FT BOUDREAU III MDDirector-$3,000-$3,000
JOHN H MARTINSec/Director-$3,000-$3,000
LEIGH ANNE FLEMINGDirector-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Ernest G Debakey Charitable Foundation
EIN
72-1374786
Phone
2516211344
Address
33561 BOARDWALK DRIVE, SPANISH FORT, AL 36527

Signing Officer

Name
Marsha Debakey
Title
Executive Director
Phone
2516211344
Signed
2015-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Smith Dukes & Buckalew Llp
Address
3800 AIRPORT BLVD, MOBILE, AL 36608-1667
Preparer
Clifton T Jackson
Phone
2513431200
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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,347,974
Liabilities
$1,588
Net assets
$17,346,386
Revenue
$1,585,690
Expenses
$1,039,352
Net income
$546,338
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$1.20$1.38$0.17
2023Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$1.13$1.29$0.16
2022Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$0.59$0.93$0.34
2021Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$1.37$1.12$0.25
2020Detailed filing. Detailed filing data is available for this year.$16.9$0.01$16.9$1.20$0.99$0.21
2019Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$1.10$1.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.92$1.04$0.12
2017Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$0.81$0.96$0.15
2015Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$1.41$1.06$0.35
2014Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$1.59$1.04$0.55
2013Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$1.31$0.84$0.47
2012Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$1.13
2011Summary only. Only limited summary data is available for this year.$16.3$0.00$1.18$1.10$0.08