Civic Intelligence

Larry W Mccurdy Family Foundation

EIN 06-6502822 • The Villages, FL

3470 Ultra CourtThe Villages, FL 32163
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

11th percentile

-39%

Higher net margin than 11% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

18th percentile

-6.7%

Faster asset growth than 18% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

44%

Faster revenue growth than 77% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,458,145

Down $104,473 (-6.7%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$1,458,145

No earlier filing loaded for comparison.

Revenue

Up

$265,101

Up $80,654 (+44%) from 2023

Expenses

Down

$369,574

Down $53,879 (-13%) from 2023

Net Income

Up

-$104,473

Up $134,533 (+56%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,261,109Liabilities 2011: $02011Assets 2012: $1,309,809Liabilities 2012: $02012Assets 2013: $1,352,941Liabilities 2013: $02013Assets 2014: $1,254,952Liabilities 2014: $02014Assets 2015: $1,160,854Liabilities 2015: $02015Assets 2018: $660,954Liabilities 2018: $0Net Assets 2018: $660,9542018Assets 2019: $2,195,032Liabilities 2019: $0Net Assets 2019: $2,195,0322019Assets 2020: $2,121,639Liabilities 2020: $1Net Assets 2020: $2,121,6392020Assets 2021: $2,002,427Liabilities 2021: $1Net Assets 2021: $2,002,4272021Assets 2022: $1,801,624Liabilities 2022: $0Net Assets 2022: $1,801,6242022Assets 2023: $1,562,618Liabilities 2023: $12023Assets 2024: $1,458,145Liabilities 2024: $0Net Assets 2024: $1,458,1452024

Highlighted filing

2024

Assets$1,458,145
Liabilities$0
Net Assets$1,458,145

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $22,449Expenses 2011: $98,978Net Income 2011: -$76,5292011Revenue 2012: $28,199Expenses 2012: $111,828Net Income 2012: -$83,6292012Revenue 2013: $94,416Expenses 2013: $109,145Net Income 2013: -$14,7292013Revenue 2014: $84,121Expenses 2014: $182,110Net Income 2014: -$97,9892014Revenue 2015: $49,396Expenses 2015: $143,494Net Income 2015: -$94,0982015Revenue 2018: $140,485Expenses 2018: $514,315Net Income 2018: -$373,8302018Revenue 2019: $1,720,342Expenses 2019: $186,264Net Income 2019: $1,534,0782019Revenue 2020: $177,628Expenses 2020: $249,769Net Income 2020: -$72,1412020Revenue 2021: $205,515Expenses 2021: $324,727Net Income 2021: -$119,2122021Revenue 2022: $261,798Expenses 2022: $462,601Net Income 2022: -$200,8032022Revenue 2023: $184,447Expenses 2023: $423,453Net Income 2023: -$239,0062023Revenue 2024: $265,101Expenses 2024: $369,574Net Income 2024: -$104,4732024

Highlighted filing

2024

Revenue$265,101
Expenses$369,574
Net Income-$104,473

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY MALCOLMTrustee-$0--
LAURIE GERARDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Larry W Mccurdy Family Foundation
EIN
06-6502822
Phone
2032454812
Address
3470 ULTRA COURT, THE VILLAGES, FL 32163

Signing Officer

Name
Kimberly Malcolm
Title
Trustee
Phone
2032454812
Signed
2025-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
555 LONG WHARF DRIVE, NEW HAVEN, CT 06511
Preparer
Randy L Harrison CPA
Phone
2037819600
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PIMCO DYNAMIC BOND FUND INSTL CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5BLACKROCK EVENT DRIVEN EQUITY CL INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ABBEY CAPITAL FUTURES STRATEGY FUND CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt086882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt281166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt345987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt447378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt589678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt632555
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt039024
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0208389
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt017685
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0265101
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0265101
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01900
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0208389
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0355500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0355500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt039024
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt039024
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-104473
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0499487
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0208389
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0265101
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt017685
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt017685
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010650
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01524
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0355500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0369574
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0265101
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0265101
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt042056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1249042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-4664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1213053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-4664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1213053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt037392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1462095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BANK OF AMERICA - 5618 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BANK OF AMERICA - 5618 (SEE ATTACHED)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0208389
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-104473
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01458145
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01562618
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01458145
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0113119
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0113119
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0113119
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0116804
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03685
IRS990PF/DistributableAmountGrp/TotalTaxAmt03685
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02589
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03685
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03685
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03685
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01096
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02589
IRS990PF/FMVAssetsEOYAmt02404068
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt091937
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0141896
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0141896
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01051030
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0896598
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01847286
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0419651
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0419651
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0414886
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01562618
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01458145
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01562618
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01458145
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02404068
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01562618
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01458145
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01562618
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01458145
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02371656
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt052196
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02319460
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt035575
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0116804
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02336081
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02371656
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00

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