Civic Intelligence

Everhart Excellence Foundation Inc.

990 • Fiscal year 2018 • EIN 46-1064967

Jan 01, 2018 to Dec 31, 2018 • Filed on May 17, 2019

Organization ProfileEVERHARTEXCELLENCEFOUNDATION.ORG
1203 Thomasville RdTallahassee, FL 32303

(850) 681-9400

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$420,763

Flat from 2018

Net Assets

Flat

$419,559

Flat from 2018

Liabilities

Flat

$1,204

Flat from 2018

Revenue And Expenses

Revenue

Flat

$256,010

Flat from 2018

Expenses

Flat

$43,241

Flat from 2018

Net Income

Flat

$212,769

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $119,350Liabilities 2012: $02012Assets 2013: $91,354Liabilities 2013: $835Net Assets 2013: $90,5192013Assets 2014: $107,184Liabilities 2014: $455Net Assets 2014: $106,7292014Assets 2015: $130,648Liabilities 2015: $668Net Assets 2015: $129,9802015Assets 2016: $315,337Liabilities 2016: $511Net Assets 2016: $314,8262016Assets 2017: $206,805Liabilities 2017: $15Net Assets 2017: $206,7902017Assets 2018: $420,763Liabilities 2018: $1,204Net Assets 2018: $419,5592018Assets 2018: $420,763Liabilities 2018: $1,204Net Assets 2018: $419,5592018Assets 2019: $313,037Liabilities 2019: $1,280Net Assets 2019: $311,7572019Assets 2020: $335,632Liabilities 2020: $2,142Net Assets 2020: $333,4902020Assets 2021: $376,200Liabilities 2021: $319Net Assets 2021: $375,8812021Assets 2022: $304,669Liabilities 2022: $1,333Net Assets 2022: $303,3362022Assets 2023: $360,712Liabilities 2023: $607Net Assets 2023: $360,1052023Assets 2024: $354,745Liabilities 2024: $2,200Net Assets 2024: $352,5452024

Highlighted filing

2018

Assets$420,763
Liabilities$1,204
Net Assets$419,559
Open 2018 Filing

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2012: $121,475Expenses 2012: $2,125Net Income 2012: $119,3502012Revenue 2013: $15,650Expenses 2013: $44,481Net Income 2013: -$28,8312013Revenue 2014: $45,629Expenses 2014: $29,419Net Income 2014: $16,2102014Revenue 2015: $46,417Expenses 2015: $23,166Net Income 2015: $23,2512015Revenue 2016: $216,066Expenses 2016: $31,220Net Income 2016: $184,8462016Revenue 2017: $77,636Expenses 2017: $185,672Net Income 2017: -$108,0362017Revenue 2018: $256,010Expenses 2018: $43,241Net Income 2018: $212,7692018Revenue 2018: $256,010Expenses 2018: $43,241Net Income 2018: $212,7692018Revenue 2019: $67,477Expenses 2019: $175,279Net Income 2019: -$107,8022019Revenue 2020: $46,842Expenses 2020: $25,109Net Income 2020: $21,7332020Revenue 2021: $64,396Expenses 2021: $22,005Net Income 2021: $42,3912021Revenue 2022: $10,988Expenses 2022: $31,049Net Income 2022: -$20,0612022Revenue 2023: $62,413Expenses 2023: $26,721Net Income 2023: $35,6922023Revenue 2024: $21,850Expenses 2024: $29,412Net Income 2024: -$7,5622024

Highlighted filing

2018

Revenue$256,010
Expenses$43,241
Net Income$212,769
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 17, 2019
Return Version
2018v3.1
Gross Receipts
$268,494
Mission and Program Overview

Mission

To provide charitable and educational aid to the gretchen everhart school, a public school serving students with significant mental and/or physical disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$158,378$242,034▲ $83,656
Cash and Non-Interest-Bearing Accounts$47,532$177,409▲ $129,877
Savings and Temporary Cash Investments$895$1,320▲ $425
Total Assets$206,805$420,763▲ $213,958
Liabilities
Other Liabilities$15$1,204▲ $1,189
Total Liabilities$15$1,204▲ $1,189
Net Assets / Fund Balance
Unrestricted Net Assets$206,790$419,559▲ $212,769
Total Net Assets Fund Balance$206,790$419,559▲ $212,769
Total Liabilities and Net Assets / Fund Balance$206,805$420,763▲ $213,958
Compensation and Service Providers

Board Members and Trustees

NameTitle
Clinton Brett KetchamBoard Chair
Charles RockwoodDirector
Courtney BenedixDirector
Henry MayfieldDirector
Julianne ClaytonDirector
Michael McbrideDirector
Jane F BullenSecretary
Joshua TraftonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$269,196
Program Service Revenue
$0
Investment Income
$-13,186
Other Revenue
$0
All Other Contributions
$269,196
Change in Net Assets
$212,769
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$37,241
Grants and Similar Amounts Paid$6,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,000--$6,000
All Other Expenses$2,664$1,139-$3,803
Other Expenses$3,677--$3,677
Fees for Service Investment Mgmnt Fees-$2,568-$2,568
Office Expenses$1,730$33-$1,763
Information Technology$1,590--$1,590
Fees for Services Accounting-$850-$850
Total Functional Expenses$38,651$4,590$0$43,241
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Liability$1,204
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A draft of form 990 is emailed to all board members for review and approval prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Everhart Excellence Foundation Inc
EIN
46-1064967
Phone
8506819400
Address
1203 THOMASVILLE RD, TALLAHASSEE, FL 32303

Signing Officer

Name
Joshua Trafton
Title
Treasurer
Phone
8506819400
Signed
2019-05-17

Organization Details

Principal Officer
Clinton Brett Ketcham
Formed
2012
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Skelton Bryant Bryant & Scarboro Pa
Address
1320 THOMASWOOD DRIVE, TALLAHASSEE, FL 32308-7939
Preparer
R Lee Scarboro Jr
Phone
8503861120
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provide an affordable, safe residential community for adults with intellectural and/or developmental disabilities.”

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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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IRS990/UnrestrictedNetAssetsGrp/EOYAmt0419559
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01203 THOMASVILLE RD
IRS990/USAddress/CityNm0TALLAHASSEE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032303
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0EVERHARTEXCELLENCEFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA TRAFTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08506819400
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERHART EXCELLENCE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0461064967
ReturnHeader/Filer/PhoneNum08506819400
ReturnHeader/Filer/USAddress/AddressLine1Txt01203 THOMASVILLE RD
ReturnHeader/Filer/USAddress/CityNm0TALLAHASSEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032303
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId048EC118F12E2F8143513E2800D27CDC185339116
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId085785278CE29871A295F1FF06CD3591AC158E97B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.149.232.89
ReturnHeader/FilingSecurityInformation/IPDt02019-05-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:25:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593483197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SKELTON BRYANT BRYANT & SCARBORO PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01320 THOMASWOOD DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TALLAHASSEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0323087939
ReturnHeader/PreparerPersonGrp/PhoneNum08503861120
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R LEE SCARBORO JR
ReturnHeader/ReturnTs02019-05-17T11:25:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$420,763
Liabilities
$1,204
Net assets
$419,559
Revenue
$256,010
Expenses
$43,241
Net income
$212,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.55$0.02$3.53$0.22$0.29$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.61$0.01$3.60$0.62$0.27$0.36
2022Detailed filing. Detailed filing data is available for this year.$3.05$0.01$3.03$0.11$0.31$0.20
2021Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.64$0.22$0.42
2020Detailed filing. Detailed filing data is available for this year.$3.36$0.02$3.33$0.47$0.25$0.22
2019Detailed filing. Detailed filing data is available for this year.$3.13$0.01$3.12$0.67$1.75$1.08
2018Detailed filing. Detailed filing data is available for this year.$4.21$0.01$4.20$2.56$0.43$2.13
2018Detailed filing. Detailed filing data is available for this year.$4.21$0.01$4.20$2.56$0.43$2.13
2017Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.78$1.86$1.08
2016Detailed filing. Detailed filing data is available for this year.$3.15$0.01$3.15$2.16$0.31$1.85
2015Detailed filing. Detailed filing data is available for this year.$1.31$0.01$1.30$0.46$0.23$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.46$0.29$0.16
2013Detailed filing. Detailed filing data is available for this year.$0.91$0.01$0.91$0.16$0.44$0.29
2012Summary only. Only limited summary data is available for this year.$1.19$0.00$1.21$0.02$1.19
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits