Civic Intelligence

Erwin Bellamy Mcmerty Foundation

990PF • Fiscal year 2014 • EIN 26-3497338

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization Profile
3048 River Rd SEWinnabow, NC 28479

(561) 659-1177

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

Higher debt load relative to assets than 80% of similar nonprofits.

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

84th percentile

0.02x

Higher debt load relative to revenue than 84% of similar nonprofits.

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Net Margin

23rd percentile

-35%

Higher net margin than 23% of similar nonprofits.

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • NTEE T • $1M-$5M nonprofits • Source year 2014

Asset Growth

30th percentile

-1.7%

Faster asset growth than 30% of similar nonprofits.

2014 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-76%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$2,781,216

Down $48,519 (-1.7%) from 2013

Net Assets

Down

$2,778,919

Down $41,250 (-1.5%) from 2013

Liabilities

Down

$2,297

Down $7,269 (-76%) from 2013

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin23rd percentile

Revenue

Down

$117,229

Down $363,976 (-76%) from 2013

Expenses

Down

$158,479

Down $34,775 (-18%) from 2013

Net Income

Down

-$41,250

Down $329,201 (-114%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,572,956Liabilities 2011: $0Net Assets 2011: $2,572,9562011Assets 2013: $2,829,735Liabilities 2013: $9,566Net Assets 2013: $2,820,1692013Assets 2014: $2,781,216Liabilities 2014: $2,297Net Assets 2014: $2,778,9192014Assets 2015: $2,805,928Liabilities 2015: $1,124Net Assets 2015: $2,804,8042015Assets 2016: $2,782,655Liabilities 2016: $3,014Net Assets 2016: $2,779,6412016Assets 2017: $2,711,935Liabilities 2017: $1,162Net Assets 2017: $2,710,7732017Assets 2018: $2,584,896Liabilities 2018: $868Net Assets 2018: $2,584,0282018Assets 2019: $2,716,221Liabilities 2019: $3,137Net Assets 2019: $2,713,0842019Assets 2020: $2,624,481Liabilities 2020: $1,025Net Assets 2020: $2,623,4562020Assets 2021: $2,883,168Liabilities 2021: $0Net Assets 2021: $2,883,1682021Assets 2022: $3,853,828Liabilities 2022: $0Net Assets 2022: $3,853,8282022Assets 2023: $3,607,578Liabilities 2023: $0Net Assets 2023: $3,607,5782023Assets 2024: $3,513,616Liabilities 2024: $0Net Assets 2024: $3,513,6162024

Highlighted filing

2014

Assets$2,781,216
Liabilities$2,297
Net Assets$2,778,919
Open 2014 Filing

Operations Trend

Revenue Growth8th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $138,4212011Revenue 2013: $481,205Expenses 2013: $193,254Net Income 2013: $287,9512013Revenue 2014: $117,229Expenses 2014: $158,479Net Income 2014: -$41,2502014Revenue 2015: $168,021Expenses 2015: $142,136Net Income 2015: $25,8852015Revenue 2016: $152,937Expenses 2016: $178,100Net Income 2016: -$25,1632016Revenue 2017: $118,491Expenses 2017: $187,359Net Income 2017: -$68,8682017Revenue 2018: $109,058Expenses 2018: $235,803Net Income 2018: -$126,7452018Revenue 2019: $288,672Expenses 2019: $159,616Net Income 2019: $129,0562019Revenue 2020: $76,250Expenses 2020: $136,881Net Income 2020: -$60,6312020Revenue 2021: $411,651Expenses 2021: $136,628Net Income 2021: $275,0232021Revenue 2022: $1,180,116Expenses 2022: $168,706Net Income 2022: $1,011,4102022Revenue 2023: $134,610Expenses 2023: $355,144Net Income 2023: -$220,5342023Revenue 2024: $175,171Expenses 2024: $212,740Net Income 2024: -$37,5692024

Highlighted filing

2014

Revenue$117,229
Expenses$158,479
Net Income-$41,250
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH B MCMERTYDirector-$0--
BRIAN J MCMERTYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Erwin Bellamy Mcmerty Foundation
EIN
26-3497338
Address
3048 RIVER RD SE, Winnabow, NC 28479

Signing Officer

Name
Sarah B Mcmerty
Title
Director
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Firm
DiSalvo & Associates PLLC
Address
1760 N Jog Road Ste 150, West Palm Beach, FL 33411
Preparer
Scott DiSalvo CPA
Phone
5616591177
Raw XML Appendix288 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/GrantOrContributionPurposeTxt0PUBLIC CHARITY SCHOOL AND RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Winnabow
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028479
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0149500
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/AppliedToCurrentYearAmt048226
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0102574
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0174449
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0150800
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0126223
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0102574
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Service Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt095
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt09566
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Excise Tax Payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02297
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt02297
TaxesSchedule/TaxesDetail/Amt12287
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax Payments
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12287
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH B MCMERTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ERWIN BELLAMY MCMERTY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ERWI
ReturnHeader/Filer/EIN0263497338
ReturnHeader/Filer/USAddress/AddressLine1Txt03048 RIVER RD SE
ReturnHeader/Filer/USAddress/CityNm0Winnabow
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028479
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263852203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DiSalvo & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01760 N Jog Road Ste 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Palm Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033411
ReturnHeader/PreparerPersonGrp/PhoneNum05616591177
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott DiSalvo CPA
ReturnHeader/ReturnTs02015-05-27T14:33:31-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,781,216
Liabilities
$2,297
Net assets
$2,778,919
Revenue
$117,229
Expenses
$158,479
Net income
-$41,250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.18$0.21$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.00$3.61$0.13$0.36$0.22
2022Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$1.18$0.17$1.01
2021Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.41$0.14$0.28
2020Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.08$0.14$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.71$0.29$0.16$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.11$0.24$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$0.12$0.19$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.00$2.78$0.15$0.18$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.00$2.80$0.17$0.14$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.12$0.16$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.83$0.01$2.82$0.48$0.19$0.29
2011Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.14