Civic Intelligence

Jim and Jane Mcelya Charitable Foundation 11152011

990PF • Fiscal year 2024 • EIN 45-6598085

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 13, 2025

Organization Profile
6518 Surfside BlvdApollo Beach, FL 33572

(813) 491-0001

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

3rd percentile

-183%

Higher net margin than 3% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

11th percentile

-11%

Faster asset growth than 11% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

35%

Faster revenue growth than 73% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,008,610

Down $130,511 (-11%) from 2023

Net Assets

Down

$1,008,610

Down $130,511 (-11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin3rd percentile

Revenue

Up

$70,886

Up $18,446 (+35%) from 2023

Expenses

Up

$200,786

Up $20,606 (+11%) from 2023

Net Income

Down

-$129,900

Down $2,160 (-1.7%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $962,191Liabilities 2012: $02012Assets 2013: $1,053,333Liabilities 2013: $0Net Assets 2013: $1,053,3332013Assets 2014: $901,682Liabilities 2014: $0Net Assets 2014: $901,6822014Assets 2015: $803,447Liabilities 2015: $0Net Assets 2015: $803,4472015Assets 2016: $1,537,009Liabilities 2016: $0Net Assets 2016: $1,537,0092016Assets 2017: $1,431,506Liabilities 2017: $0Net Assets 2017: $1,431,5062017Assets 2018: $1,323,046Liabilities 2018: $0Net Assets 2018: $1,323,0462018Assets 2019: $1,293,051Liabilities 2019: $0Net Assets 2019: $1,293,0512019Assets 2020: $1,279,020Liabilities 2020: $0Net Assets 2020: $1,279,0202020Assets 2021: $1,311,188Liabilities 2021: $0Net Assets 2021: $1,311,1882021Assets 2022: $1,266,928Liabilities 2022: $0Net Assets 2022: $1,266,9282022Assets 2023: $1,139,121Liabilities 2023: $0Net Assets 2023: $1,139,1212023Assets 2024: $1,008,610Liabilities 2024: $0Net Assets 2024: $1,008,6102024

Highlighted filing

2024

Assets$1,008,610
Liabilities$0
Net Assets$1,008,610
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $44,161Expenses 2012: $81,970Net Income 2012: -$37,8092012Revenue 2013: $1,048,284Expenses 2013: $924,869Net Income 2013: $123,4152013Revenue 2014: $81,017Expenses 2014: $321,585Net Income 2014: -$240,5682014Revenue 2015: $39,184Expenses 2015: $137,419Net Income 2015: -$98,2352015Revenue 2016: $1,060,746Expenses 2016: $327,184Net Income 2016: $733,5622016Revenue 2017: $84,905Expenses 2017: $190,408Net Income 2017: -$105,5032017Revenue 2018: $63,685Expenses 2018: $172,145Net Income 2018: -$108,4602018Revenue 2019: $69,731Expenses 2019: $99,451Net Income 2019: -$29,7202019Revenue 2020: $54,488Expenses 2020: $69,647Net Income 2020: -$15,1592020Revenue 2021: $131,633Expenses 2021: $98,348Net Income 2021: $33,2852021Revenue 2022: $76,930Expenses 2022: $105,628Net Income 2022: -$28,6982022Revenue 2023: $52,440Expenses 2023: $180,180Net Income 2023: -$127,7402023Revenue 2024: $70,886Expenses 2024: $200,786Net Income 2024: -$129,9002024

Highlighted filing

2024

Revenue$70,886
Expenses$200,786
Net Income-$129,900
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES S MCELYATrustee-$0--
BETTY J MCELYATrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGATEWAY CHURCHRELIGIOUS501(C)(3)SOUTHLAKE, TX, US$25,000
Paid GrantSEAGLASS CHURCHRELIGIOUS501(C)(3)APOLLO BEACH, FL, US$20,000
Paid GrantYOUNG LIFE OF COATESVILLERELIGIOUS501(C)(3)COLORADO SPRINGS, CO, US$15,000
Paid GrantGV COMMUNITY FOUNDATIONRELIGIOUS501(C)(3)GOLDEN VALLEY, MN, US$13,000
Filing and Contact Details

Filer

Filer Name
The Jim & Jane Mcelya Charitable
EIN
45-6598085
Phone
8134910001
Address
6518 SURFSIDE BLVD, APOLLO BEACH, FL 33572

Signing Officer

Name
James S Mcelya
Title
Trustee
Phone
8134910001
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
4950 W KENNEDY BLVD SUITE 610, TAMPA, FL 33609
Preparer
Charles H Fisher Jr
Phone
8134910001
Raw XML Appendix334 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0284227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OTHER INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0263333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt025872
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES S MCELYA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BETTY J MCELYA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt213000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt320000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GV COMMUNITY FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0420 N CASCADE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1500 S NOLEN DR SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 27307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3202 FLAMINGO DR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SOUTHLAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GOLDEN VALLEY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333572
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt073000
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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/AppliedToCurrentYearAmt048089
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt016395
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048089
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08516
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08516
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt073000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08516
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08516
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016395
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CASH SURRENDER VALUE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0205901
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0205901
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0611
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PREMIUMS ON LIFE INSURANCE POLICY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAX PAID
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1467
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08615
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08615
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES S MCELYA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08134910001
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JIM & JANE MCELYA CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JIM&
ReturnHeader/Filer/EIN0456598085
ReturnHeader/Filer/PhoneNum08134910001
ReturnHeader/Filer/USAddress/AddressLine1Txt06518 SURFSIDE BLVD
ReturnHeader/Filer/USAddress/CityNm0APOLLO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033572
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04950 W KENNEDY BLVD SUITE 610
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033609
ReturnHeader/PreparerPersonGrp/PhoneNum08134910001
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES H FISHER JR
ReturnHeader/ReturnTs02025-11-14T09:19:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,008,610
Liabilities
$0
Net assets
$1,008,610
Revenue
$70,886
Expenses
$200,786
Net income
-$129,900
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.07$0.20$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.18$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.08$0.11$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.13$0.10$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.05$0.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.07$0.10$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.06$0.17$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.08$0.19$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$1.06$0.33$0.73
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.04$0.14$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.08$0.32$0.24
2013Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.05$0.92$0.12
2012Summary only. Only limited summary data is available for this year.$0.96$0.00$0.04$0.08$0.04