Erwin Bellamy Mcmerty Foundation

990PF • Fiscal year 2018 • EIN 26-3497338

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

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.

0.00x

Higher debt load relative to assets than 74% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

0.01x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

-116%

Higher net margin than 15% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Higher top officer pay than 75% of similar nonprofits.

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

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

-4.7%

Faster asset growth than 28% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2017 to 2018

-8.0%

Faster revenue growth than 39% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets74th percentile

Assets

Down

$2,584,896

Down $127,039 (-4.7%) from 2017

Net Assets

Down

$2,584,028

Down $126,745 (-4.7%) from 2017

Liabilities

Down

$868

Down $294 (-25%) from 2017

Revenue And Expenses

Liabilities / Revenue76th percentile Net Margin15th percentile

Revenue

Down

$109,058

Down $9,433 (-8.0%) from 2017

Expenses

$235,803

Up $48,444 (+26%) from 2017

Net Income

Down

-$126,745

Down $57,877 (-84%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

Highlighted filing

2018

Assets$2,584,896

Liabilities$868

Net Assets$2,584,028

Open 2018 Filing

Operations Trend

Revenue Growth39th percentile

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

Highlighted filing

2018

Revenue$109,058

Expenses$235,803

Net Income-$126,745

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: May 9, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Sarah B McMerty	Director	-	$0	-	-
Brian J McMerty	Director	-	$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
Phone: 9106201135
Signed: 2019-05-09
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

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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/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	868
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	3168315
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Brian J McMerty
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	See list attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	9416
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	184969
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	155172
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	194385
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	145756
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	184969
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Partnership non-ded exp
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	35064
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Partnership activity
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	19806
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	1162
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	Excise Tax Payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	868
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	0
TaxesSchedule/TaxesDetail/Amt	0	868
TaxesSchedule/TaxesDetail/Amt	1	2486
TaxesSchedule/TaxesDetail/CategoryTxt	0	Excise Tax Payments
TaxesSchedule/TaxesDetail/CategoryTxt	1	Foreign Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	2486
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Sarah B McMerty
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9106201135
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ERWIN BELLAMY MCMERTY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ERWI
ReturnHeader/Filer/EIN	0	263497338
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3048 River Rd SE
ReturnHeader/Filer/USAddress/CityNm	0	Winnabow
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	28479
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	405148517EAB10CE486DEA85F7A3B0D4D1E30D31
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	405148517EAB10CE486DEA85F7A3B0D4D1E30D31
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	6015362019133fbyfwdy
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2019-05-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	73.205.249.30
ReturnHeader/FilingSecurityInformation/IPDt	0	2019-05-13
ReturnHeader/FilingSecurityInformation/IPTm	0	09:00:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	263852203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	DiSalvo & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1760 N Jog Road Ste 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	West Palm Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	33411
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5616591177
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2019-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Scott DiSalvo CPA
ReturnHeader/ReturnTs	0	2019-05-13T08:58:05-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,584,896
Liabilities: $868
Net assets: $2,584,028
Revenue: $109,058
Expenses: $235,803
Net income: -$126,745

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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