Civic Intelligence

Ernest G Debakey Charitable Foundation

990PF • Fiscal year 2020 • EIN 72-1374786

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 20, 2021

Organization Profile
PO Box 31St Elmo, AL 36568

(251) 621-1344

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

26th percentile

$12,861

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

24th percentile

-1.6%

Faster asset growth than 24% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

8.9%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$16,906,301

Down $276,867 (-1.6%) from 2019

Net Assets

Down

$16,896,406

Down $284,306 (-1.7%) from 2019

Liabilities

Up

$9,895

Up $7,439 (+303%) from 2019

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin71st percentile

Revenue

Up

$1,198,172

Up $97,851 (+8.9%) from 2019

Expenses

Down

$990,973

Down $54,370 (-5.2%) from 2019

Net Income

Up

$207,199

Up $152,221 (+277%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2020

Assets$16,906,301
Liabilities$9,895
Net Assets$16,896,406
Open 2020 Filing

Operations Trend

Revenue Growth66th 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

2020

Revenue$1,198,172
Expenses$990,973
Net Income$207,199
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 20, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUSTMARKTrustee-$12,861-$12,861
FRANK L MCPHILLIPS MDDirector-$3,000-$3,000
KERMIT BISHOPDirector-$3,000-$3,000
LEIGH ANNE FLEMINGPres/Tre/Director-$3,000-$3,000
FT BOUDREAU III MDDirector-$3,000-$3,000
JOHN H MARTINSec/Director-$3,000-$3,000
JAMIE TARZIERSDirector-$3,000-$3,000
GERHARD AW BOEHMDirector-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Ernest G Debakey Charitable Foundation
EIN
72-1374786
Phone
2516211344
Address
PO BOX 31, ST ELMO, AL 36568

Signing Officer

Name
Marsha Debakey
Title
Executive Director
Phone
2516211344
Signed
2021-10-20
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

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,906,301
Liabilities
$9,895
Net assets
$16,896,406
Revenue
$1,198,172
Expenses
$990,973
Net income
$207,199
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