Civic Intelligence

Erwin Bellamy Mcmerty Foundation

990PF • Fiscal year 2020 • EIN 26-3497338

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 12, 2021

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

79th percentile

0.00x

Higher debt load relative to assets than 79% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

0.01x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

Net Margin

24th percentile

-80%

Higher net margin than 24% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

Asset Growth

31st percentile

-3.4%

Faster asset growth than 31% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-74%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$2,624,481

Down $91,740 (-3.4%) from 2019

Net Assets

Down

$2,623,456

Down $89,628 (-3.3%) from 2019

Liabilities

Down

$1,025

Down $2,112 (-67%) from 2019

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin24th percentile

Revenue

Down

$76,250

Down $212,422 (-74%) from 2019

Expenses

Down

$136,881

Down $22,735 (-14%) from 2019

Net Income

Down

-$60,631

Down $189,687 (-147%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2020

Assets$2,624,481
Liabilities$1,025
Net Assets$2,623,456
Open 2020 Filing

Operations Trend

Revenue Growth12th 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

2020

Revenue$76,250
Expenses$136,881
Net Income-$60,631
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah B McMertyDirector-$0--
Brian J McMertyDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Public charity school and religious-Winnabow, NC, US$131,000
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
2021-10-12
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 Appendix280 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Brian J McMerty
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See list attached
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016358
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0115984
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0113020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0132342
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt096662
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0115984
OtherDecreasesSchedule/OtherDecreasesDetail/Amt028997
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Rental losses
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Partnership Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt033
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt03137
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Excise Tax Payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01025
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt01025
TaxesSchedule/TaxesDetail/Amt12481
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax Payments
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12481
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah B McMerty
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09106201135
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-12
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/PreparationDt02021-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott DiSalvo CPA
ReturnHeader/ReturnTs02021-10-18T08:37:33-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sarah
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McMerty
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,624,481
Liabilities
$1,025
Net assets
$2,623,456
Revenue
$76,250
Expenses
$136,881
Net income
-$60,631
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