Civic Intelligence

The Margetts Foundation

EIN 22-6041532 • Boca Grande, FL

PO Box 1104Boca Grande, FL 33921
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

66th percentile

12%

Higher net margin than 66% 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

60th percentile

2.0%

Faster asset growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

6.8%

Faster revenue growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$81,819

Up $1,609 (+2.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$81,819

Up $1,609 (+2.0%) from 2023

Revenue

Up

$13,682

Up $867 (+6.8%) from 2023

Expenses

Down

$12,072

Down $1,797 (-13%) from 2023

Net Income

Up

$1,610

Up $2,664 (+253%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $135,720Liabilities 2011: $0Net Assets 2011: $135,7202011Assets 2012: $134,034Liabilities 2012: $12012Assets 2013: $118,701Liabilities 2013: $0Net Assets 2013: $118,7012013Assets 2014: $126,591Liabilities 2014: $0Net Assets 2014: $126,5912014Assets 2015: $114,478Liabilities 2015: $718Net Assets 2015: $113,7602015Assets 2016: $96,878Liabilities 2016: $0Net Assets 2016: $96,8782016Assets 2017: $117,516Liabilities 2017: $0Net Assets 2017: $117,5162017Assets 2018: $93,437Liabilities 2018: $0Net Assets 2018: $93,4372018Assets 2019: $109,985Liabilities 2019: $0Net Assets 2019: $109,9852019Assets 2020: $92,920Liabilities 2020: $0Net Assets 2020: $92,9202020Assets 2021: $114,675Liabilities 2021: $0Net Assets 2021: $114,6752021Assets 2022: $81,264Liabilities 2022: $0Net Assets 2022: $81,2642022Assets 2023: $80,210Liabilities 2023: $0Net Assets 2023: $80,2102023Assets 2024: $81,819Liabilities 2024: $0Net Assets 2024: $81,8192024

Highlighted filing

2024

Assets$81,819
Liabilities$0
Net Assets$81,819

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2011: $65,9412011Revenue 2012: $45,911Expenses 2012: $47,597Net Income 2012: -$1,6862012Revenue 2013: $68,754Expenses 2013: $84,087Net Income 2013: -$15,3332013Revenue 2014: $76,244Expenses 2014: $68,354Net Income 2014: $7,8902014Revenue 2015: $69,519Expenses 2015: $82,353Net Income 2015: -$12,8342015Revenue 2016: $46,736Expenses 2016: $91,597Net Income 2016: -$44,8612016Revenue 2017: $53,308Expenses 2017: $32,670Net Income 2017: $20,6382017Revenue 2018: $12,684Expenses 2018: $36,763Net Income 2018: -$24,0792018Revenue 2019: $58,983Expenses 2019: $42,435Net Income 2019: $16,5482019Revenue 2020: $15,068Expenses 2020: $32,132Net Income 2020: -$17,0642020Revenue 2021: $53,239Expenses 2021: $31,925Net Income 2021: $21,3142021Revenue 2022: $13,792Expenses 2022: $130,361Net Income 2022: -$116,5692022Revenue 2023: $12,815Expenses 2023: $13,869Net Income 2023: -$1,0542023Revenue 2024: $13,682Expenses 2024: $12,072Net Income 2024: $1,6102024

Highlighted filing

2024

Revenue$13,682
Expenses$12,072
Net Income$1,610

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.14$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.13$0.14$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.14$1.30$1.17
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.53$0.32$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.15$0.32$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.59$0.42$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.13$0.37$0.24
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.53$0.33$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.47$0.92$0.45
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.01$1.14$0.70$0.82$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.76$0.68$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.69$0.84$0.15
2012Summary only. Only limited summary data is available for this year.$1.34$0.00$0.46$0.48$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 20, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
W Thomas MargettsPresidentPT$0--
Donna D MargettsTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Margetts Foundation
EIN
22-6041532
Address
PO Box 1104, Boca Grande, FL 33921

Signing Officer

Name
W Thomas Margetts
Title
President
Signed
2025-06-20
Discuss with paid preparer
Yes

Preparer

Firm
Kollet Tax & Accounting Services LLC
Address
60 Hickory Corner Road, Milford, NJ 08848
Preparer
Gary M Kollet CPA
Phone
9088991014
Raw XML Appendix358 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/RecipientBusinessName/BusinessNameLine1Txt2Foundation for Enhancing Communities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Friends of Boca Grande
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Frost Valley YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Gasparilla Island Conservation & Improvement Assoc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Kessler Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Newport Revitalization & Preservation Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Perry County Council of the Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Perry County Literacy Council
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10St Andrews Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11University of Virginia Law School Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt035 Knox Rd P O Box 338
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1214 Center Grove Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 678
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 1222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42000 Frost Valley Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5P O Box 446
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6120 Eagle Road Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO Box 13
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt867 N 4th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9P O Box 37
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt104th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11580 Massic Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Morristown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Randolph
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Harrisburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Boca Grande
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Claryville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Boca Grande
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6East Hanover
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Newport
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Newport
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Newport
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Boca Grande
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Charlottesville
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007963
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd107869
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2171080678
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333921
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd412725
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533921
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd607936
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd717074
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd817074
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd917074
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1033921
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1122903
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012050
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/AppliedToCurrentYearAmt012061
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025713
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt013652
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0101031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04273
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03349
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012430
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt013652
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0107431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0101031
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04273
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02127
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012061
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0107431
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0121083
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt011
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt022
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0W Thomas Margetts
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Margetts Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0226041532
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1104
ReturnHeader/Filer/USAddress/CityNm0Boca Grande
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033921
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271390060
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kollet Tax & Accounting Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt060 Hickory Corner Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008848
ReturnHeader/PreparerPersonGrp/PhoneNum09088991014
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary M Kollet CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-09T11:03:02-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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