Civic Intelligence

Everhart Excellence Foundation Inc.

990 • Fiscal year 2019 • EIN 46-1064967

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 05, 2020

Organization ProfileEVERHARTEXCELLENCEFOUNDATION.ORG
1203 Thomasville RdTallahassee, FL 32303

(850) 681-9400

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

3rd percentile

-160%

Higher net margin than 3% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-74%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$313,037

Down $107,726 (-26%) from 2018

Net Assets

Down

$311,757

Down $107,802 (-26%) from 2018

Liabilities

Up

$1,280

Up $76 (+6.3%) from 2018

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin3rd percentile

Revenue

Down

$67,477

Down $188,533 (-74%) from 2018

Expenses

Up

$175,279

Up $132,038 (+305%) from 2018

Net Income

Down

-$107,802

Down $320,571 (-151%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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 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

2019

Assets$313,037
Liabilities$1,280
Net Assets$311,757
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

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 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

2019

Revenue$67,477
Expenses$175,279
Net Income-$107,802
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 5, 2020
Return Version
2019v5.0
Gross Receipts
$81,000
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$242,034$275,188▲ $33,154
Cash and Non-Interest-Bearing Accounts$177,409$36,343▼ $141,066
Savings and Temporary Cash Investments$1,320$1,506▲ $186
Total Assets$420,763$313,037▼ $107,726
Liabilities
Other Liabilities$1,204$1,280▲ $76
Total Liabilities$1,204$1,280▲ $76
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$419,559$311,757▼ $107,802
Total Net Assets Fund Balance$419,559$311,757▼ $107,802
Total Liabilities and Net Assets / Fund Balance$420,763$313,037▼ $107,726
Compensation and Service Providers
Top Officer Pay77th percentile

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
$31,633
Program Service Revenue
$0
Investment Income
$35,844
Other Revenue
$0
All Other Contributions
$31,633
Change in Net Assets
$-107,802
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$155,279
Grants and Similar Amounts Paid$20,000
Total Fundraising Expense$1,977
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$20,000--$20,000
Other Expenses$3,069--$3,069
Fees for Service Investment Mgmnt Fees-$2,504-$2,504
All Other Expenses-$61$1,977$2,038
Fees for Services Accounting-$880-$880
Information Technology-$255-$255
Office Expenses-$91-$91
Total Functional Expenses$169,511$3,791$1,977$175,279
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Gretchen Everhart PtoTallahassee, FL501c3-$15,000
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$1,280
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
2020-08-05

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.”

Raw XML Appendix363 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE AN AFFORDABLE, SAFE RESIDENTIAL COMMUNITY FOR ADULTS WITH INTELLECTURAL AND/OR DEVELOPMENTAL DISABILITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF FORM 990 IS EMAILED TO ALL BOARD MEMBERS FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0405
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA TRAFTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08506819400
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-05
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ReturnHeader/FilingSecurityInformation/IPDt02020-08-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:32:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593483197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SKELTON BRYANT BRYANT & SCARBORO PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01320 THOMASWOOD DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TALLAHASSEE
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ReturnHeader/PreparerPersonGrp/PhoneNum08503861120
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R LEE SCARBORO JR
ReturnHeader/ReturnTs02020-08-05T07:32:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$313,037
Liabilities
$1,280
Net assets
$311,757
Revenue
$67,477
Expenses
$175,279
Net income
-$107,802
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
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