Civic Intelligence

The Ellis Family Foundation

EIN 06-6489334 • Estero, FL

10540 Glen Lakes DriveEstero, FL 34135
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

94th percentile

128%

Faster asset growth than 94% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

1071%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$38,559

Up $21,679 (+128%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$38,559

Up $21,679 (+128%) from 2023

Revenue

Up

$54,429

Up $49,779 (+1071%) from 2023

Expenses

Up

$32,750

Up $11,700 (+56%) from 2023

Net Income

Up

$21,679

Up $38,079 (+232%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $150,226Liabilities 2011: $02011Assets 2012: $154,312Liabilities 2012: $02012Assets 2013: $176,549Liabilities 2013: $02013Assets 2014: $188,559Liabilities 2014: $02014Assets 2015: $193,021Liabilities 2015: $02015Assets 2017: $166,568Liabilities 2017: $0Net Assets 2017: $166,5682017Assets 2018: $158,303Liabilities 2018: $0Net Assets 2018: $158,3032018Assets 2019: $130,476Liabilities 2019: $0Net Assets 2019: $130,4762019Assets 2020: $123,344Liabilities 2020: $0Net Assets 2020: $123,3442020Assets 2021: $102,860Liabilities 2021: $0Net Assets 2021: $102,8602021Assets 2022: $33,280Liabilities 2022: $0Net Assets 2022: $33,2802022Assets 2023: $16,880Liabilities 2023: $0Net Assets 2023: $16,8802023Assets 2024: $38,559Liabilities 2024: $0Net Assets 2024: $38,5592024

Highlighted filing

2024

Assets$38,559
Liabilities$0
Net Assets$38,559

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $17,086Expenses 2011: $17,204Net Income 2011: -$1182011Revenue 2012: $53,276Expenses 2012: $49,190Net Income 2012: $4,0862012Revenue 2013: $52,787Expenses 2013: $30,550Net Income 2013: $22,2372013Revenue 2014: $70,460Expenses 2014: $58,450Net Income 2014: $12,0102014Revenue 2015: $38,762Expenses 2015: $34,300Net Income 2015: $4,4622015Revenue 2017: $13,849Expenses 2017: $45,300Net Income 2017: -$31,4512017Revenue 2018: $15,435Expenses 2018: $23,700Net Income 2018: -$8,2652018Revenue 2019: $4,923Expenses 2019: $32,750Net Income 2019: -$27,8272019Revenue 2020: $11,818Expenses 2020: $18,950Net Income 2020: -$7,1322020Revenue 2021: $3,766Expenses 2021: $24,250Net Income 2021: -$20,4842021Revenue 2022: $16,554Expenses 2022: $25,750Net Income 2022: -$9,1962022Revenue 2023: $4,650Expenses 2023: $21,050Net Income 2023: -$16,4002023Revenue 2024: $54,429Expenses 2024: $32,750Net Income 2024: $21,6792024

Highlighted filing

2024

Revenue$54,429
Expenses$32,750
Net Income$21,679

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles EllisTrustee-$0--
Jane EllisTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Ellis Family Foundation
EIN
06-6489334
Phone
2039139500
Address
10540 Glen Lakes Drive, Estero, FL 34135

Signing Officer

Name
Charles Ellis
Title
Trustee
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
John Prichard PC
Address
25 Sylvan Road South, Westport, CT 06880
Preparer
John P Ferencz Jr
Phone
2032272334
Raw XML Appendix284 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd443512
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd534112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd634134
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd706825
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08386
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08386
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015384
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011112
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06204
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt020940
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt020940
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt066340
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt021614
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012026
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015384
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011112
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06204
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021614
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt087280
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt065666
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles Ellis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Ellis Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ELLI
ReturnHeader/Filer/EIN0066489334
ReturnHeader/Filer/PhoneNum02039139500
ReturnHeader/Filer/USAddress/AddressLine1Txt010540 Glen Lakes Drive
ReturnHeader/Filer/USAddress/CityNm0Estero
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034135
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061288550
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John Prichard PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025 Sylvan Road South
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006880
ReturnHeader/PreparerPersonGrp/PhoneNum02032272334
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John P Ferencz Jr
ReturnHeader/ReturnTs02025-11-12T06:36:54-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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