Civic Intelligence

The Planetary Trust

990PF • Fiscal year 2016 • EIN 75-2567517

Jan 01, 2016 to Dec 31, 2016 • Filed on May 24, 2017

7149 HillgreenDallas, TX 75214

(214) 823-1537

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

14th percentile

-35%

Higher net margin than 14% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

33rd percentile

-2.9%

Faster asset growth than 33% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

33%

Faster revenue growth than 83% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$763,277

Down $22,955 (-2.9%) from 2015

Net Assets

Down

$763,277

Down $22,955 (-2.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$69,659

Up $17,272 (+33%) from 2015

Expenses

Down

$93,985

Down $73,992 (-44%) from 2015

Net Income

Up

-$24,326

Up $91,264 (+79%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $769,136Liabilities 2011: $02011Assets 2012: $1,098,672Liabilities 2012: $02012Assets 2013: $809,732Liabilities 2013: $0Net Assets 2013: $809,7322013Assets 2014: $901,498Liabilities 2014: $0Net Assets 2014: $901,4982014Assets 2015: $786,232Liabilities 2015: $0Net Assets 2015: $786,2322015Assets 2016: $763,277Liabilities 2016: $0Net Assets 2016: $763,2772016Assets 2017: $1,178,248Liabilities 2017: $15,071Net Assets 2017: $1,163,1772017Assets 2018: $800,041Liabilities 2018: -$5,943Net Assets 2018: $805,9842018Assets 2019: $853,232Liabilities 2019: -$31,667Net Assets 2019: $884,8992019Assets 2020: $827,922Liabilities 2020: -$64,359Net Assets 2020: $892,2812020Assets 2021: $1,354,403Liabilities 2021: -$43,260Net Assets 2021: $1,397,6632021Assets 2022: $1,424,480Liabilities 2022: -$31,360Net Assets 2022: $1,455,8402022Assets 2023: $931,643Liabilities 2023: -$32,969Net Assets 2023: $964,6122023Assets 2024: $1,022,996Liabilities 2024: -$41,620Net Assets 2024: $1,064,6162024

Highlighted filing

2016

Assets$763,277
Liabilities$0
Net Assets$763,277

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $320,871Expenses 2011: $167,548Net Income 2011: $153,3232011Revenue 2012: $368,935Expenses 2012: $39,399Net Income 2012: $329,5362012Revenue 2013: $22,533Expenses 2013: $311,473Net Income 2013: -$288,9402013Revenue 2014: $134,977Expenses 2014: $43,211Net Income 2014: $91,7662014Revenue 2015: $52,387Expenses 2015: $167,977Net Income 2015: -$115,5902015Revenue 2016: $69,659Expenses 2016: $93,985Net Income 2016: -$24,3262016Revenue 2017: $523,299Expenses 2017: $123,402Net Income 2017: $399,8972017Revenue 2018: $4,103Expenses 2018: $363,758Net Income 2018: -$359,6552018Revenue 2019: $427,905Expenses 2019: $348,990Net Income 2019: $78,9152019Revenue 2020: $440,860Expenses 2020: $435,309Net Income 2020: $5,5512020Revenue 2021: $957,599Expenses 2021: $452,217Net Income 2021: $505,3822021Revenue 2022: $536,001Expenses 2022: $477,824Net Income 2022: $58,1772022Revenue 2023: $8,432Expenses 2023: $499,660Net Income 2023: -$491,2282023Revenue 2024: $572,960Expenses 2024: $472,956Net Income 2024: $100,0042024

Highlighted filing

2016

Revenue$69,659
Expenses$93,985
Net Income-$24,326
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 24, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret J HaleyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Planetary Trust
EIN
75-2567517
Phone
2148231537
Address
7149 Hillgreen, Dallas, TX 75214

Signing Officer

Name
Margaret J Haley
Title
Trustee
Signed
2017-05-24
Discuss with paid preparer
Yes

Preparer

Firm
Fulfer and Associates
Address
331 N 5TH ST STE 100, GARLAND, TX 75040-6363
Preparer
Donna K Fulfer
Phone
9722728567
Raw XML AppendixShowing 400 of 572 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc313.000 SHARES MIDCAP SPDR TR SER 1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc431.000 SHARES ISHARES TR S&P 100 IDX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5166.000 SHARES STANDARD & POORS DEP RCPT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6158.000 SHARES ISHARES TR MSCI EMERG MKT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7107.000 SHARES ISHARES MSCI EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8126.000 SHARES ISHARES MSCI EAFE ETF
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Bill Murski
IRS990PF/StatementsRegardingActyGrp/PhoneNum07132922300
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Margaret J Haley
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135055
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt181000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt191000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt211500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt221000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Non Profit Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Culture of Creativity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Non- Profit Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Zoological Studies
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Environmental
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Music Enrichment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Nature's Fundamental Ecological Process
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Conservation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Citizen Interest in Government
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Music and Film
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13Animal and Wildlife Conservation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14volunteer in international environment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16Research institute dedicated to rethinking US energy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18EDUCTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20RESEARCH AND CARE AND EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21TO PROMOTE CLEAR AND CLEAN WATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22TO BRING THE ARENA OF INDORMATION TO THE PUBLIC.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23ENVIRONMENTAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public Ch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public Ch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Public Ch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Public Ch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4Public Ch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5Public Ch
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt18PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt19PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt20EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt21PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt22PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt23EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Perot Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Center for the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Biomimicry 38 Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Southern Methodist University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4KBUT - FM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Post Carbon Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Dallas Arboretum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Crested Butte Music Festival
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Downwinders at Risk Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Rocky Mountain Biological Lab
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10High Country Citizens
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Public Citizen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12CMPBS Center for Max Potnl Bldg Sys
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13Dallas Sierra Club
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14Globe Aware
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm15Natural Capitalism
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm16Rocky Mountain Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm17Alpha Chi Omega Foundation Indianap
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm18The Hockaday School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm19WPY The Climate Reality
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm20U T DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm21CLEAN WATER FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm22THE MEMNOSYNE INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm23SUSTAINABLE CRESTED BUTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02201 N Field Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1240 S Glenwood St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2P O Box 9216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36425 Boaz Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4P O Box 308 508 Maroon Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5613 4th Street Suite 208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt68617 Garland Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7P O Box 2117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81405 Ross Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9P O Box 519
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10P O Box 128

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.$1.02$0.04$1.06$0.57$0.47$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.03$0.96$0.01$0.50$0.49
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.03$1.46$0.54$0.48$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.04$1.40$0.96$0.45$0.51
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.06$0.89$0.44$0.44$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.03$0.88$0.43$0.35$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.81$0.00$0.36$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.02$1.16$0.52$0.12$0.40
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.07$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.05$0.17$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.13$0.04$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.02$0.31$0.29
2012Summary only. Only limited summary data is available for this year.$1.10$0.00$0.37$0.04$0.33
2011Summary only. Only limited summary data is available for this year.$0.77$0.00$0.32$0.17$0.15