Civic Intelligence

Jim and Jane Mcelya Charitable Foundation 11152011

990PF • Fiscal year 2019 • EIN 45-6598085

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 07, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

12th percentile

-43%

Higher net margin than 12% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

29th percentile

-2.3%

Faster asset growth than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

63rd percentile

9.5%

Faster revenue growth than 63% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,293,051

Down $29,995 (-2.3%) from 2018

Net Assets

Down

$1,293,051

Down $29,995 (-2.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin12th percentile

Revenue

Up

$69,731

Up $6,046 (+9.5%) from 2018

Expenses

Down

$99,451

Down $72,694 (-42%) from 2018

Net Income

Up

-$29,720

Up $78,740 (+73%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2019

Assets$1,293,051
Liabilities$0
Net Assets$1,293,051
Open 2019 Filing

Operations Trend

Revenue Growth63rd 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

2019

Revenue$69,731
Expenses$99,451
Net Income-$29,720
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 7, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES S MCELYATrustee-$0--
BETTY J MCELYATrustee-$0--
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
Signed
2020-07-07
Discuss with paid preparer
Yes

Preparer

Firm
Reilly Fisher & Solomon PA
Address
4950 West Kennedy Blvd Suite 610, Tampa, FL 33609
Preparer
Charles H Fisher Jr
Phone
8134910001
Raw XML Appendix289 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/PersonNm0JAMES S MCELYA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BETTY J MCELYA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1COLORADO SPGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076244
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180904
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt071431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt057431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06408
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03235
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0187004
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019560
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0196759
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt057431
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0139328
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0216207
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06408
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03235
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0187004
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019560
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0355535
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0412966
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0277444
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CASH SURRENDER VALUE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0296294
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0296294
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PREMIUMS ON LIFE INSURANCE POLICY
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075454
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09997
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09997
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES S MCELYA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-07
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/PreparerFirmGrp/PreparerFirmEIN0020587685
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Reilly Fisher & Solomon PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04950 West Kennedy Blvd Suite 610
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tampa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033609
ReturnHeader/PreparerPersonGrp/PhoneNum08134910001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles H Fisher Jr
ReturnHeader/ReturnTs02020-07-07T12:46:57-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,293,051
Liabilities
$0
Net assets
$1,293,051
Revenue
$69,731
Expenses
$99,451
Net income
-$29,720
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