Civic Intelligence

Ernest G Debakey Charitable Foundation

990PF • Fiscal year 2023 • EIN 72-1374786

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 24, 2024

Organization Profile
PO Box 31St Elmo, AL 36568

(251) 653-1518

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

22nd percentile

-14%

Higher net margin than 22% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

30th percentile

$63,025

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

30th percentile

-0.9%

Faster asset growth than 30% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

91%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$16,667,470

Down $157,947 (-0.9%) from 2022

Net Assets

Down

$16,667,470

Down $157,947 (-0.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin22nd percentile

Revenue

Up

$1,133,600

Up $540,544 (+91%) from 2022

Expenses

Up

$1,294,775

Up $362,541 (+39%) from 2022

Net Income

Up

-$161,175

Up $178,003 (+52%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2023

Assets$16,667,470
Liabilities$0
Net Assets$16,667,470
Open 2023 Filing

Operations Trend

Revenue Growth90th 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

2023

Revenue$1,133,600
Expenses$1,294,775
Net Income-$161,175
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 24, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEIGH ANNE FLEMINGPres/Tre/DirectorPT$63,025-$63,025
JAMIE WHALEYDirector/Drug Ed CoordinatorPT$29,400-$29,400
TRUSTMARKTrustee-$12,019-$12,019
FRANK L MCPHILLIPS MDDirector-$3,000-$3,000
MARK NIXDirector-$3,000-$3,000
FT BOUDREAU III MDDirector-$3,000-$3,000
CHRISTOPHER H DYASDirector-$3,000-$3,000
GERHARD AW BOEHMDirector-$3,000-$3,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantINFIRMARY FOUNDATIONCOMMUNITY WELFAREPCMOBILE, AL, US$449,638
Paid GrantUNIVERSITY OF SOUTH ALABAMAEDUCATIONPCMOBILE, AL, US$160,000
Paid GrantTULANE UNIVERSITYEDUCATIONPUBLICNEW ORLEANS, LA, US$128,509
Paid GrantCHRISTIAN MEDICAL MINISTRYCOMMUNITY WELFAREPCBIRMINGHAM, AL, US$56,000
Paid GrantPARKINSON ASSOCIATION OF ALABAMACOMMUNITY WELFAREPCHOMEWOOD, AL, US$35,000
Paid GrantVICTORY HEALTH PARTNERSCOMMUNITY WELFAREPCMOBILE, AL, US$25,000
Paid GrantWILMER HALLCOMMUNITY WELFAREPCMOBILE, AL, US$15,000
Paid GrantDRUG EDUCATION COUNCILEDUCATIONPCMOBILE, AL, US$10,500
Paid GrantDANCE WITHOUT LIMITS FOUNDATIONCOMMUNITY WELFAREPCMOBILE, AL, US$10,000
Paid GrantALABAMA HEALTHCARE HALL OF FAMECOMMUNITY WELFAREPCTUSCALOOSA, AL, US$5,000
Paid GrantCHILDREN'S OF ALABAMACOMMUNITY WELFAREPCBIRMINGHAM, AL, US$5,000
Paid GrantCASA MOBILECOMMUNITY WELFAREPCMOBILE, AL, US$5,000
Paid GrantMOBILE AREA COUNCIL - BOY SCOUTS OF AMERICACOMMUNITY WELFAREPCMOBILE, AL, US$1,500
Filing and Contact Details

Filer

Filer Name
Ernest G Debakey Charitable Foundation
EIN
72-1374786
Phone
2516531518
Address
PO BOX 31, ST ELMO, AL 36568

Signing Officer

Name
Nicole Massingill
Title
Executive Director
Phone
2516211344
Signed
2024-10-24
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6728 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7632 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8226 ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9151 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10942 AKAMAI TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111597 ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121579 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13450 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141075 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15405 AUTODESK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1634 AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1739 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18296 CBOE GLOBAL MARKETS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191327 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm202876 COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211324 COPART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22221 COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23190 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24805 FASTENAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25292 HOME DEPOT INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26118 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27470 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28442 KEYSIGHT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29504 LEIDOS HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30380 MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31286 MASTERCARD INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34811 ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm351930 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36660 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37442 REPUBLIC SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38185 S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39146 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40149 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41498 TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm421694 TJX COS INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43385 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44158 UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45223 VERISK ANALYTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46406 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47972 WALT DISNEY CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48228 WATERS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49443 ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50329 HEICO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm513397 KENVUE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52749 NEUROCRINE BIOSCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53514 OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm544140 DROPBOX INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11 RTW OFFSHORE FUND ONE LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21 SEA-HCI SPV LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31 SELECT EQUITY FUND LP
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt124332
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0849330
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0849330
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0849330
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0863558
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014228

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,667,470
Liabilities
$0
Net assets
$16,667,470
Revenue
$1,133,600
Expenses
$1,294,775
Net income
-$161,175
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