Civic Intelligence

Bernard E & Edith B Waterman

EIN 22-3088264 • Fort Myers, FL

PO Box 62610Fort Myers, FL 33906-0610
Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

27th percentile

0.04x

Higher debt load relative to revenue than 27% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Net Margin

79th percentile

32%

Higher net margin than 79% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

$25M-$50M nonprofits • Source year 2025

Asset Growth

41st percentile

2.6%

Faster asset growth than 41% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

90th percentile

92%

Faster revenue growth than 90% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$28,533,240

Up $715,713 (+2.6%) from 2024

Liabilities

Up

$90,478

Up $22,356 (+33%) from 2024

Net Assets

Up

$28,442,762

Up $693,357 (+2.5%) from 2024

Operations
Liabilities / Revenue27th percentileNet Margin79th percentile

Revenue

Up

$2,151,404

Up $1,031,171 (+92%) from 2024

Expenses

Up

$1,458,047

Up $48,539 (+3.4%) from 2024

Net Income

Up

$693,357

Up $982,632 (+340%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$40M$30M$20M$10M$0Assets 2012: $8,439,200Liabilities 2012: $02012Assets 2013: $10,525,016Liabilities 2013: $02013Assets 2014: $22,978,180Liabilities 2014: $140,7322014Assets 2015: $17,027,832Liabilities 2015: $135,007Net Assets 2015: $16,892,8252015Assets 2016: $19,153,049Liabilities 2016: $114,883Net Assets 2016: $19,038,1662016Assets 2017: $23,563,644Liabilities 2017: $171,869Net Assets 2017: $23,391,7752017Assets 2018: $28,435,493Liabilities 2018: $187,745Net Assets 2018: $28,247,7482018Assets 2019: $29,298,690Liabilities 2019: $118,196Net Assets 2019: $29,180,4942019Assets 2020: $30,268,342Liabilities 2020: $118,837Net Assets 2020: $30,149,5052020Assets 2021: $30,531,235Liabilities 2021: $44,717Net Assets 2021: $30,486,5182021Assets 2022: $29,120,484Liabilities 2022: $42,470Net Assets 2022: $29,078,0142022Assets 2023: $28,173,488Liabilities 2023: $134,808Net Assets 2023: $28,038,6802023Assets 2024: $27,817,527Liabilities 2024: $68,122Net Assets 2024: $27,749,4052024Assets 2025: $28,533,240Liabilities 2025: $90,478Net Assets 2025: $28,442,7622025

Highlighted filing

2025

Assets$28,533,240
Liabilities$90,478
Net Assets$28,442,762
Open 2025 Filing

Operations Trend

Revenue Growth90th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2012: $2,795,543Expenses 2012: $120,595Net Income 2012: $2,674,9482012Revenue 2013: $2,166,683Expenses 2013: $113,389Net Income 2013: $2,053,2942013Revenue 2014: $12,316,750Expenses 2014: $4,318Net Income 2014: $12,312,4322014Revenue 2015: $6,270,170Expenses 2015: $12,214,793Net Income 2015: -$5,944,6232015Revenue 2016: $2,153,906Expenses 2016: $8,565Net Income 2016: $2,145,3412016Revenue 2017: $4,363,451Expenses 2017: $9,842Net Income 2017: $4,353,6092017Revenue 2018: $4,858,312Expenses 2018: $2,339Net Income 2018: $4,855,9732018Revenue 2019: $941,293Expenses 2019: $8,547Net Income 2019: $932,7462019Revenue 2020: $986,667Expenses 2020: $17,656Net Income 2020: $969,0112020Revenue 2021: $361,491Expenses 2021: $24,478Net Income 2021: $337,0132021Revenue 2022: $172,392Expenses 2022: $1,580,896Net Income 2022: -$1,408,5042022Revenue 2023: $530,733Expenses 2023: $1,570,067Net Income 2023: -$1,039,3342023Revenue 2024: $1,120,233Expenses 2024: $1,409,508Net Income 2024: -$289,2752024Revenue 2025: $2,151,404Expenses 2025: $1,458,047Net Income 2025: $693,3572025

Highlighted filing

2025

Revenue$2,151,404
Expenses$1,458,047
Net Income$693,357
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,533,240
Liabilities
$90,478
Net assets
$28,442,762
Revenue
$2,151,404
Expenses
$1,458,047
Net income
$693,357
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$28.5$0.09$28.4$2.15$1.46$0.69
2024Detailed filing. Detailed filing data is available for this year.$27.8$0.07$27.7$1.12$1.41$0.29
2023Detailed filing. Detailed filing data is available for this year.$28.2$0.13$28.0$0.53$1.57$1.04
2022Detailed filing. Detailed filing data is available for this year.$29.1$0.04$29.1$0.17$1.58$1.41
2021Detailed filing. Detailed filing data is available for this year.$30.5$0.04$30.5$0.36$0.02$0.34
2020Detailed filing. Detailed filing data is available for this year.$30.3$0.12$30.1$0.99$0.02$0.97
2019Detailed filing. Detailed filing data is available for this year.$29.3$0.12$29.2$0.94$0.01$0.93
2018Detailed filing. Detailed filing data is available for this year.$28.4$0.19$28.2$4.86$0.00$4.86
2017Detailed filing. Detailed filing data is available for this year.$23.6$0.17$23.4$4.36$0.01$4.35
2016Detailed filing. Detailed filing data is available for this year.$19.2$0.11$19.0$2.15$0.01$2.15
2015Detailed filing. Detailed filing data is available for this year.$17.0$0.14$16.9$6.27$12.2$5.94
2014Summary only. Only limited summary data is available for this year.$23.0$0.14$12.3$0.00$12.3
2013Summary only. Only limited summary data is available for this year.$10.5$0.00$2.17$0.11$2.05
2012Summary only. Only limited summary data is available for this year.$8.44$0.00$2.80$0.12$2.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 9, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDITH B WATERMANTrustee-$0--
LARA KUNKLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bernard E & Edith B Waterman
EIN
22-3088264
Phone
2398411702
Address
PO BOX 62610, FORT MYERS, FL 33906-0610

Signing Officer

Name
Laura Kunkler
Title
Trustee
Phone
2398411702
Signed
2025-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
201 NORTH FRANKLIN STREET SUITE, 2500, TAMPA, FL 33602-5845
Preparer
Clinton Freeman
Phone
8133842700
Raw XML Appendix313 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/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GERRY POPPE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 62610
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FORT MYERS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0339060610
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02398411702
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0EDITH B WATERMAN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LARA KUNKLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01400000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HEALTH CARE GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MAYO CLINIC DEPARTMENT OF DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 FIRST ST SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055905
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01400000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt047379
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01352621
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01340157
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01400000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01292778
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01352621
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt039552
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK CHARGES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt039552
TaxesSchedule/TaxesDetail/Amt015816
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA KUNKLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02398411702
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNARD E & EDITH B WATERMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0223088264
ReturnHeader/Filer/PhoneNum02398411702
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 62610
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0339060610
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 NORTH FRANKLIN STREET SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt02500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0336025845
ReturnHeader/PreparerPersonGrp/PhoneNum08133842700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLINTON FREEMAN
ReturnHeader/ReturnTs02025-10-16T10:22:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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