Civic Intelligence

Atkinson-Ells Charitable Foundation

990PF • Fiscal year 2020 • EIN 39-1966362

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

701 Retreat Drive Room 140Naples, FL 34110

(239) 776-1119

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

8th percentile

-137%

Higher net margin than 8% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

32nd percentile

-6.0%

Faster asset growth than 32% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-62%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$64,912

Down $4,111 (-6.0%) from 2019

Net Assets

$64,912

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue

Down

$3,032

Down $4,923 (-62%) from 2019

Expenses

Down

$7,174

Down $146 (-2.0%) from 2019

Net Income

Down

-$4,142

Down $4,777 (-752%) from 2019

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $58,577Liabilities 2011: $02011Assets 2012: $57,788Liabilities 2012: $02012Assets 2013: $56,107Liabilities 2013: $02013Assets 2014: $61,750Liabilities 2014: $02014Assets 2015: $59,141Liabilities 2015: $02015Assets 2019: $69,023Liabilities 2019: $02019Assets 2020: $64,912Liabilities 2020: $1Net Assets 2020: $64,9122020Assets 2021: $58,730Liabilities 2021: $1Net Assets 2021: $58,7302021Assets 2022: $64,689Liabilities 2022: $1Net Assets 2022: $64,6892022Assets 2023: $82,110Liabilities 2023: $12023Assets 2024: $75,442Liabilities 2024: $0Net Assets 2024: $75,4422024

Highlighted filing

2020

Assets$64,912
Liabilities$1
Net Assets$64,912

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $1,670Expenses 2011: $5,105Net Income 2011: -$3,4352011Revenue 2012: $1,870Expenses 2012: $4,660Net Income 2012: -$2,7902012Revenue 2013: $3,591Expenses 2013: $5,271Net Income 2013: -$1,6802013Revenue 2014: $12,207Expenses 2014: $6,568Net Income 2014: $5,6392014Revenue 2015: $3,347Expenses 2015: $5,956Net Income 2015: -$2,6092015Revenue 2019: $7,955Expenses 2019: $7,320Net Income 2019: $6352019Revenue 2020: $3,032Expenses 2020: $7,174Net Income 2020: -$4,1422020Revenue 2021: $3,231Expenses 2021: $9,413Net Income 2021: -$6,1822021Revenue 2022: $14,075Expenses 2022: $8,117Net Income 2022: $5,9582022Revenue 2023: $41,337Expenses 2023: $8,873Net Income 2023: $32,4642023Revenue 2024: $3,969Expenses 2024: $10,637Net Income 2024: -$6,6682024

Highlighted filing

2020

Revenue$3,032
Expenses$7,174
Net Income-$4,142
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
See Attached ScheduleNone-$0--
Filing and Contact Details

Filer

Filer Name
Atkinson Ells Charitable Foundation
EIN
39-1966362
Phone
2397761119
Address
701 Retreat Drive Room 140, Naples, FL 34110

Signing Officer

Name
Ralph Ellis
Title
Treasurer
Phone
2397761119
Signed
2021-05-10
Discuss with paid preparer
No

Preparer

Firm
A By The Number Accounting & Tax Service Inc
Address
1929 Imperial Golf Course Blvd, Naples, FL 34110
Preparer
David F Wakeland Jr
Phone
2395969739
Raw XML Appendix205 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/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt056703
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0136600
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012190
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0124410
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02049
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0134551
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0See Attached Schedule
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0None
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0See attached schedule
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0See Attached Schedule
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034110
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt07174
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt07174
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt07174
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Investment income used to pay grants
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Ralph E Ellis
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0701 Retreat Drive Apt 140
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Grantors to Various 501(c)(3) organizations that various members of the extended Ellis family are atctive in. See attached Schedule
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt07000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0See Attached Schedule
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0See attached schedule
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0A family member must be active as a volunteer pr supporter of the charity
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0No
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0See Attached Schedule
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OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Rounding
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TaxesSchedule/TaxesDetail/Amt024
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt024
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Ralph Ellis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02397761119
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Atkinson Ells Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ATKI
ReturnHeader/Filer/EIN0391966362
ReturnHeader/Filer/PhoneNum02397761119
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 Retreat Drive Room 140
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034110
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A By The Number Accounting & Tax Service Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01929 Imperial Golf Course Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Naples
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034110
ReturnHeader/PreparerPersonGrp/PhoneNum02395969739
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David F Wakeland Jr
ReturnHeader/ReturnTs02021-05-11T07:34:24-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ralph
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ellis
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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