Civic Intelligence

Erdle Foundation

990PF • Fiscal year 2021 • EIN 23-7002682

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 27, 2022

Organization Profile
16622 Sweet Bay DriveDelray Beach, FL 33445

(585) 750-9200

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

84th percentile

53%

Higher net margin than 84% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

35th percentile

$13,000

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

41st percentile

4.7%

Faster asset growth than 41% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

63%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,332,923

Up $240,485 (+4.7%) from 2020

Net Assets

Up

$5,332,923

Up $240,485 (+4.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin84th percentile

Revenue

Up

$470,869

Up $182,260 (+63%) from 2020

Expenses

Down

$222,659

Down $120,198 (-35%) from 2020

Net Income

Up

$248,210

Up $302,458 (+558%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,221,210Liabilities 2010: $0Net Assets 2010: $4,221,2102010Assets 2011: $4,326,510Liabilities 2011: $0Net Assets 2011: $4,326,5102011Assets 2012: $4,614,535Liabilities 2012: $0Net Assets 2012: $4,614,5352012Assets 2013: $4,822,167Liabilities 2013: $0Net Assets 2013: $4,822,1672013Assets 2020: $5,092,438Liabilities 2020: $0Net Assets 2020: $5,092,4382020Assets 2021: $5,332,923Liabilities 2021: $0Net Assets 2021: $5,332,9232021Assets 2022: $4,928,778Liabilities 2022: $0Net Assets 2022: $4,928,7782022Assets 2023: $4,897,638Liabilities 2023: $0Net Assets 2023: $4,897,6382023Assets 2024: $5,086,368Liabilities 2024: $0Net Assets 2024: $5,086,3682024

Highlighted filing

2021

Assets$5,332,923
Liabilities$0
Net Assets$5,332,923
Open 2021 Filing

Operations Trend

Revenue Growth77th percentile

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

$500K$0-$500KExpenses 2010: $148,3082010Expenses 2011: $202,3342011Expenses 2012: $194,5022012Revenue 2013: $409,065Expenses 2013: $187,916Net Income 2013: $221,1492013Revenue 2020: $288,609Expenses 2020: $342,857Net Income 2020: -$54,2482020Revenue 2021: $470,869Expenses 2021: $222,659Net Income 2021: $248,2102021Revenue 2022: $90,457Expenses 2022: $474,693Net Income 2022: -$384,2362022Revenue 2023: $207,292Expenses 2023: $235,358Net Income 2023: -$28,0662023Revenue 2024: $409,080Expenses 2024: $227,184Net Income 2024: $181,8962024

Highlighted filing

2021

Revenue$470,869
Expenses$222,659
Net Income$248,210
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 27, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIFFANY D ERDLE MEYERSecretary-$13,000-$13,000
HARVEY B ERDLEPresident-$0--
NORMA ERDLETreasurer-$0--
BRENDA E MOSSDirector-$0--
LEE C MOSSVice President-$0--
NADINE L ERDLEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Erdle Foundation
EIN
23-7002682
Phone
5857509200
Address
16622 SWEET BAY DRIVE, DELRAY BEACH, FL 33445

Signing Officer

Name
Harvey Erdle
Title
President
Phone
5857509200
Signed
2022-09-27
Discuss with paid preparer
Yes

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL, PITTSFORD, NY 14534
Preparer
Eileen C Semmler
Phone
5853811000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20STARBUCKS CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21UNION PACIFIC CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22VERIZON COMMUNICATIONS CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23VISA INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24W E C ENERGY GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25WALMART INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm263M CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ABB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28AIA GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29AIR LIQUIDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30AIRBUS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31AMERICA MOVIL SAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ANHEUSER BUSCH INBEV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33AON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ASAHI KASEI CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ASML HLDGS NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ASSA ABLOY AB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ASTRAZENECA PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38B&M EUROPEAN VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39BANCO BILBAO VIZCAYA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40BEIGENE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41BRIT AMER TOBACCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CARLSBERG AS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43COMPAGNIE FINACIERE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44DAIICHI SANKYO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45DAIIKIN INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46DBS GROUP HOLDINGS LIM F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47DEUTSCHE BOERSE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49DNB ASA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50DSV PANALPINA A/S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ENEL-SOCIETA PER AZION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ESSILORLUXOTTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54FLUTTER ENTERTAINMENT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56GIVAUDAN SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57HDFC BANK LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58HERMES INTERNTNL SCA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59HONG KONG EXC & CLR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60HOYA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61HUTCHMED CHINA LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62IBERDROLA S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63INDUSTRIA DE DISENO TE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64JARDINE MATHESON HLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65KERING S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66KEYENCE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67KONINKLIJKE PHILIPS N F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68L OREAL S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69LONDON STOCK EXCHANGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70LVMH MOET HENNESSY LOU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MURATA MFG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73NESTLE SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NIDEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75NITORI HLDGS CO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76NOVO-NORDISK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PERNOD RICARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78RECKITT BENCKISER GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79RECRUIT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80RELX PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81RIO TINTO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82ROYAL KPN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SAFRAN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SHIONOGI & CO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87SMC CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91TAIWAN SEMICONDUCTR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93TERUMO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94TOKYO ELECTRON LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95TOTALENERGIES SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96UNICHARM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97BRISTOL-MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99ADIDAS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100ASSOCIATED BRITISH FOO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101ATLASSIAN CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102BNP PARIBAS MEDIUM TER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103EPIROC AKTIEBOLAG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104ING GROEP ADR REP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105NETEASE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106NICE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107NOKIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108ORSTED A S
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InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2196847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt398855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4232061
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5214410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6184785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8344962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9250000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13707678
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2SCHWAB EMERGING MARKETS EQUITY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3SCHWAB US TIPS ETF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6VIRTUS EQUITY TR KAR SMALL MID I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7STATE OF ISRAEL BOND 1.62% DUE MAR 1, 2022 PURCH 3/2020
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9STEELHEAD PATHFINDER FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10FIRST GROWTH CAPITAL PARTNERS II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11MONARCH CAPITAL PARTNERS OFFSHORE V LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12CORRE OPPORTUNITIES OFFSHORE FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13AMERICAN FUNDS NEW PERSPECTIVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14VANGUARD RUSSELL 2000 ETF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt193207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2215248
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3104963
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4246029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5430561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6246709
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8344962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9292542
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10186441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11161522
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12201694
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13727013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14139026
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,332,923
Liabilities
$0
Net assets
$5,332,923
Revenue
$470,869
Expenses
$222,659
Net income
$248,210
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.41$0.23$0.18
2023Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.21$0.24$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.09$0.47$0.38
2021Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.47$0.22$0.25
2020Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.29$0.34$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.41$0.19$0.22
2012Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.19
2011Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.20
2010Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.15