Civic Intelligence

Permobil Foundation

990 • Fiscal year 2023 • EIN 81-3029754

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 14, 2024

300 Duke DriveLebanon, TN 37090

(615) 973-4644

Siviq Scores

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

Liabilities / Assets

40th percentile

0.03x

Higher debt load relative to assets than 40% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

39th percentile

0.04x

Higher debt load relative to revenue than 39% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

57th percentile

7.6%

Higher net margin than 57% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

49th percentile

3.9%

Faster asset growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

-2.5%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,476,452

Up $55,965 (+3.9%) from 2022

Net Assets

Up

$1,433,064

Up $82,269 (+6.1%) from 2022

Liabilities

Down

$43,388

Down $26,304 (-38%) from 2022

Revenue

Down

$1,080,113

Down $27,777 (-2.5%) from 2022

Expenses

Up

$997,843

Up $25,301 (+2.6%) from 2022

Net Income

Down

$82,270

Down $53,078 (-39%) from 2022

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2017: $142,610Liabilities 2017: $0Net Assets 2017: $142,6102017Assets 2018: $300,216Liabilities 2018: $8,900Net Assets 2018: $291,3162018Assets 2019: $595,446Liabilities 2019: $37,731Net Assets 2019: $557,7152019Assets 2020: $1,044,506Liabilities 2020: $52,209Net Assets 2020: $992,2972020Assets 2021: $1,257,369Liabilities 2021: $99,220Net Assets 2021: $1,158,1492021Assets 2022: $1,420,487Liabilities 2022: $69,692Net Assets 2022: $1,350,7952022Assets 2023: $1,476,452Liabilities 2023: $43,388Net Assets 2023: $1,433,0642023Assets 2024: $1,796,485Liabilities 2024: $49,983Net Assets 2024: $1,746,5022024

Highlighted filing

2023

Assets$1,476,452
Liabilities$43,388
Net Assets$1,433,064

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2017: $1,052,833Expenses 2017: $916,513Net Income 2017: $136,3202017Revenue 2018: $1,541,284Expenses 2018: $1,392,578Net Income 2018: $148,7062018Revenue 2019: $1,949,278Expenses 2019: $1,682,879Net Income 2019: $266,3992019Revenue 2020: $2,739,992Expenses 2020: $2,305,410Net Income 2020: $434,5822020Revenue 2021: $3,679,623Expenses 2021: $3,513,771Net Income 2021: $165,8522021Revenue 2022: $1,107,890Expenses 2022: $972,542Net Income 2022: $135,3482022Revenue 2023: $1,080,113Expenses 2023: $997,843Net Income 2023: $82,2702023Revenue 2024: $1,096,095Expenses 2024: $782,657Net Income 2024: $313,4382024

Highlighted filing

2023

Revenue$1,080,113
Expenses$997,843
Net Income$82,270
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 14, 2024
Return Version
2023v5.1
Gross Receipts
$1,160,747
Mission and Program Overview

Mission

The permobil foundation is dedicated to enhancing the quality of life by empowering strength andindependence through community support, employee engagement and grant funding. We work in partnershipwith non-profit organizations and agencies to provide support and services so individuals can live a lifewithout limitations.

The organization is dedicated to enhancing the quality of life by empowering strength and independence through community support, employee engagement, and grant funding.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,171,089$1,038,503▼ $132,586
Investments in Publicly Traded Securities$100,527$360,109▲ $259,582
Pledges and Grants Receivable$148,871$77,840▼ $71,031
Total Assets$1,420,487$1,476,452▲ $55,965
Liabilities
Accounts Payable and Accrued Expenses$69,692$43,388▼ $26,304
Total Liabilities$69,692$43,388▼ $26,304
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,350,795$1,433,064▲ $82,269
Total Net Assets Fund Balance$1,350,795$1,433,064▲ $82,269
Total Liabilities and Net Assets / Fund Balance$1,420,487$1,476,452▲ $55,965
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chuck WitkowskiBoard Chair
Centra MazyckDirector
Heidi WilkinsonDirector
John GoetzDirector
Michael IsaacsonDirector
Steven MauerDirector
Tim AscherlDirector
Amy BurnettSecretary
John RichardsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$808,304
Program Service Revenue
$129,000
Investment Income
$39,614
Other Revenue
$103,195
All Other Contributions
$808,304
Change in Net Assets
$82,270

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,080,113
Revenue Not Reported on Form 990
$4,221,099
Total Revenue per Audited Statements
$5,301,212
Total Revenue per Form 990
$1,080,113
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$713,969
Salaries, Compensation, and Employee Benefits$238,426
Total Fundraising Expense$59,606
Other Expenses$45,448
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$417,619--$417,619
Grants to Domestic Orgs$296,350--$296,350
Other Salaries and Wages-$178,820$59,606$238,426
Travel-$14,512-$14,512
Fees for Services Accounting-$13,742-$13,742
Office Expenses-$12,417-$12,417
Insurance-$4,777-$4,777
Total Functional Expenses$713,969$224,268$59,606$997,843

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,218,942
Expenses Not Reported on Form 990$4,221,099
Expenses per Audited Statements$997,843
Total Expenses per Form 990$997,843
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ALS AssociationArlington, VA501c3Grantmaking.$61,250
Team GleasonElk Grove Village, IL501c3Grantmaking.$15,000
United Spinal AssociationNew Orleans, LA501c3Grantmaking.$14,885
Muscular Dystrophy AssociationChicago, IL501c3Grantmaking.$11,100
Christopher & Dana Reeves FoundationShort Hills, NJ501c3Grantmaking.$10,000
MS SocietyO Fallon, MO501c3Grantmaking.$10,000
TN Titans FoundationNashville, TN501c3Grantmaking.$10,000
Cure SMAElk Grove Village, IL501c3Grantmaking.$9,500
Craig Hospital FoundationLouisville, KY501c3Grantmaking.$7,500
Dry Creek MotorsportsAdairsville, GAN/aGrantmaking.$5,000
Tucker's HouseFranklin, TN501c3Grantmaking.$5,000
Volunteers of AmericaSt Louis, MO501c3Grantmaking.$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$183,829
Fundraising Direct Expenses$80,634
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Roll the Dice$103,676$103,676$15,390$88,286
Charity Open$76,623$76,623$7,108$69,515
Total Events$183,829$183,829$80,634$103,195
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The organization reviews the 990 form at a board meeting prior to submitting to the IRS.

Form 990, Part VI, Section B, Line 12C

The organization enforced compliance with its conflict of interest policy by reviewing it periodically at board meetings.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Form 990, Part VI, Section B, Line 15A 15B

The organization uses the following methods to establish compensation packages for its employees Approval by the Board, Compensation Studies, and Annual Reviews

Filing and Contact Details

Filer

Filer Name
Permobil Foundation
EIN
81-3029754
Phone
6159734644
Address
300 Duke Drive, Lebanon, TN 37090

Signing Officer

Name
Ashley Davis
Title
Executive Director
Phone
6159734644
Signed
2024-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashley Davis
Formed
2016
Legal Domicile
Tn
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
60

Preparer

Firm
Foundation Group Inc
Address
2451 Atrium Way Suite 300, Nashville, TN 37214
Preparer
Andrew D Payne EA
Phone
6153619445
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07888
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0962
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0590
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt049054
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0129000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0394013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0523013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt039614
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07888
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0962
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0590
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt049054
IRS990ScheduleA/InvestmentIncomeCYPct00.00370
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/OtherIncome509Grp/TotalAmt025
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.84890
IRS990ScheduleA/PublicSupportPY509Pct00.86060
IRS990ScheduleA/PublicSupportTotal509Amt011218487
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0684615
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0694500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0180100
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0388249
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01947464
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0937304
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01262990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04637972
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03627877
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02699808
IRS990ScheduleA/Total509Grp/TotalAmt013165951
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0976918
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01270903
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04638934
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03628467
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02699808
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013215030
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt04140465
IRS990ScheduleD/DonatedServicesUseFcltsAmt04221099
IRS990ScheduleD/ExpensesNotReportedAmt04221099
IRS990ScheduleD/ExpensesSubtotalAmt0997843
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherRevenueAmt080634
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueNotReportedAmt04221099
IRS990ScheduleD/RevenueSubtotalAmt01080113
IRS990ScheduleD/TotalExpensesPerForm990Amt0997843
IRS990ScheduleD/TotalRevenuePerForm990Amt01080113
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05301212
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05218942
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt080634
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt010765
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0100
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt010865
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Roll the Dice
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Charity Open
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt020425
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt02888
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt023313
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0103676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt076623
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt03530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0183829
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0103676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt076623
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt03530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0183829
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0103195
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0809
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0250
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01059
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022498
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015390
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07108
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt09800
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt013099
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt022899
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Benevolent Assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt0417619
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0Wheelchairs Parts
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0771
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt061250
IRS990ScheduleI/RecipientTable/CashGrantAmt111100
IRS990ScheduleI/RecipientTable/CashGrantAmt25000
IRS990ScheduleI/RecipientTable/CashGrantAmt37500
IRS990ScheduleI/RecipientTable/CashGrantAmt45000
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt65000
IRS990ScheduleI/RecipientTable/CashGrantAmt710000
IRS990ScheduleI/RecipientTable/CashGrantAmt815000
IRS990ScheduleI/RecipientTable/CashGrantAmt914885
IRS990ScheduleI/RecipientTable/CashGrantAmt109500
IRS990ScheduleI/RecipientTable/CashGrantAmt1110000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2N/A
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501c3
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc2N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc3N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc4N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc5N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc6N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc7N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc8N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc9N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc10N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc11N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Grantmaking.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Grantmaking.

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