Civic Intelligence

The John Erbey Foundation

990PF • Fiscal year 2015 • EIN 30-6326615

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 23, 2016

19700 Beach Road No 12NJupiter, FL 33469

(561) 748-5922

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

1st percentile

-8942%

Higher net margin than 1% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

19th percentile

-5.1%

Faster asset growth than 19% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Down

$5,826,962

Down $313,670 (-5.1%) from 2014

Net Assets

Down

$5,826,962

Down $313,670 (-5.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$3,508

Down $254,099 (-99%) from 2014

Expenses

Up

$317,178

Up $7,564 (+2.4%) from 2014

Net Income

Down

-$313,670

Down $261,663 (-503%) from 2014

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $4,291,045Liabilities 2012: $0Net Assets 2012: $4,291,0452012Assets 2013: $6,192,639Liabilities 2013: $0Net Assets 2013: $6,192,6392013Assets 2014: $6,140,632Liabilities 2014: $0Net Assets 2014: $6,140,6322014Assets 2015: $5,826,962Liabilities 2015: $0Net Assets 2015: $5,826,9622015Assets 2016: $5,647,611Liabilities 2016: $0Net Assets 2016: $5,647,6112016Assets 2017: $5,462,305Liabilities 2017: $0Net Assets 2017: $5,462,3052017Assets 2018: $5,921,462Liabilities 2018: $0Net Assets 2018: $5,921,4622018Assets 2019: $5,919,465Liabilities 2019: $0Net Assets 2019: $5,919,4652019Assets 2020: $5,600,191Liabilities 2020: $0Net Assets 2020: $5,600,1912020Assets 2021: $4,121,282Liabilities 2021: $0Net Assets 2021: $4,121,2822021Assets 2022: $3,849,983Liabilities 2022: $0Net Assets 2022: $3,849,9832022Assets 2023: $3,014,904Liabilities 2023: $0Net Assets 2023: $3,014,9042023Assets 2024: $2,371,351Liabilities 2024: $66,024Net Assets 2024: $2,305,3272024

Highlighted filing

2015

Assets$5,826,962
Liabilities$0
Net Assets$5,826,962

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2012: $30,6852012Revenue 2013: $279,079Expenses 2013: $133,329Net Income 2013: $145,7502013Revenue 2014: $257,607Expenses 2014: $309,614Net Income 2014: -$52,0072014Revenue 2015: $3,508Expenses 2015: $317,178Net Income 2015: -$313,6702015Revenue 2016: $130,300Expenses 2016: $309,651Net Income 2016: -$179,3512016Revenue 2017: $194,317Expenses 2017: $379,623Net Income 2017: -$185,3062017Revenue 2018: $963,045Expenses 2018: $503,888Net Income 2018: $459,1572018Revenue 2019: $250,744Expenses 2019: $252,741Net Income 2019: -$1,9972019Revenue 2020: $13,784Expenses 2020: $333,058Net Income 2020: -$319,2742020Revenue 2021: $988,354Expenses 2021: $2,147,068Net Income 2021: -$1,158,7142021Revenue 2022: $1,183,387Expenses 2022: $1,454,686Net Income 2022: -$271,2992022Revenue 2023: $529,755Expenses 2023: $1,364,834Net Income 2023: -$835,0792023Revenue 2024: $655,072Expenses 2024: $1,364,649Net Income 2024: -$709,5772024

Highlighted filing

2015

Revenue$3,508
Expenses$317,178
Net Income-$313,670
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 23, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN ERBEYTrusteePT$0--
BARBARA ERBEYTrustee-$0--
ELAINE MOORETrustee-$0--
JOHN R ERBEY IITrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVARIOUS 501-C3 ORGANIZATIONSCHARITABLE USE501C-3WEST PALM BEACH, FL, US$301,580
Filing and Contact Details

Filer

Filer Name
The John Erbey Foundation
EIN
30-6326615
Phone
5617485922
Address
19700 BEACH ROAD NO 12N, JUPITER, FL 33469

Signing Officer

Name
John R Erbey
Title
President
Phone
5617485922
Signed
2016-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Patrick E Darling CPA Pa
Address
11380 PROSPERITY FARMS RD STE 212, PALM BEACH GARDENS, FL 33410
Preparer
Patrick E Darling
Phone
5616264113
Raw XML Appendix364 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/USAddress/ZIPCd330004
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0148954
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0150548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0297065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0129601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt023586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.025129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.021039
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.008447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05927565
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06471905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06160058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02792187
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0304155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.075387
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0302561
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0304155
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01594
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0304155
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt07
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0OTHER INVESTMENT INCOME
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN R ERBEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt019700 BEACH ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JUPITER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033469
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05617485922
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN ERBEY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1BARBARA ERBEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0301580
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS 501-C3 ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C-3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09078 ISAIAH LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WEST PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033418
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0301580
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05861
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0298294
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0294784
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0304155
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0288923
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0298294
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CS ADVISORY FEES A/C #4031-8220
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADR FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011471
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt149
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011471
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt149
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0674
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ECA MARCELLUS TRUST 1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0674
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0674
TaxesSchedule/TaxesDetail/Amt01302
TaxesSchedule/TaxesDetail/Amt1201
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID-4031-8220
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID-8333-0688
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01302
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1201
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN R ERBEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05617485922
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOHN ERBEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0306326615
ReturnHeader/Filer/PhoneNum05617485922
ReturnHeader/Filer/USAddress/AddressLine1Txt019700 BEACH ROAD NO 12N
ReturnHeader/Filer/USAddress/CityNm0JUPITER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033469
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650841585
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATRICK E DARLING CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011380 PROSPERITY FARMS RD STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM BEACH GARDENS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033410
ReturnHeader/PreparerPersonGrp/PhoneNum05616264113
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK E DARLING
ReturnHeader/ReturnTs02016-03-31T07:19:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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