Liabilities / Assets
62nd percentile
Higher debt load relative to assets than 62% of similar nonprofits.
Everhart Excellence Foundation Inc.
990EZ • Fiscal year 2022 • EIN 46-1064967
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
83rd percentile
Higher debt load relative to revenue than 83% of similar nonprofits.
Net Margin
4th percentile
Higher net margin than 4% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
23rd percentile
Faster asset growth than 23% of similar nonprofits.
Revenue Growth
4th percentile
Faster revenue growth than 4% of similar nonprofits.
Balance Sheet
Assets
Down$304,669
Down $71,531 (-19%) from 2021
Net Assets
Down$303,336
Down $72,545 (-19%) from 2021
Liabilities
Up$1,333
Up $1,014 (+318%) from 2021
Revenue And Expenses
Revenue
Down$10,988
Down $53,408 (-83%) from 2021
Expenses
Up$31,049
Up $9,044 (+41%) from 2021
Net Income
Down-$20,061
Down $62,452 (-147%) from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- Aug 25, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $60,338
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.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| SUPPORT TO GRETCHEN EVERHART SCHOOL | - | $25,021 |
| PROVIDE AN AFFORDABLE, SAFE RESIDENTIAL COMMUNITY FOR ADULTS WITH INTELLECTURAL AND/OR DEVELOPMENTAL DISABILITIES. | $1,000 | $1,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CLINTON BRETT KETCHAM | Board Chair | - | $0 | - | - |
| JOSHUA TRAFTON | Treasurer | - | $0 | - | - |
| JANE F BULLEN | Secretary | - | $0 | - | - |
| CHARLES ROCKWOOD | Director | - | $0 | - | - |
| MICHAEL MCBRIDE | Director | - | $0 | - | - |
| COURTNEY BENEDIX | Director | - | $0 | - | - |
| JULIANNE CLAYTON | Director | - | $0 | - | - |
| HENRY MAYFIELD | Director | - | $0 | - | - |
| TIM KELLY | Director | - | $0 | - | - |
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
- 2023-08-25
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-ez, Part I, Line 16
“Expenses bank charges 62 software subscriptions 330 computer expense 613 camp enrichment 5,000 activity supplies 7,997 registration fees 61 supplies 7,884 equipment purchases 4,140 total 26,087”
Form 990-ez, Part I, Line 20
“Unrealized losses on investments -52,484”
Form 990-ez, Part II, Line 26
“Credit card liability 319 1,333”
Form 990-ez, Part III
“To provide charitable and educational aid to the gretchen everhart school, a public school serving students with significant mental and/or physical disabilities.”
Form 990-ez, Part III, Line 31
“Provide an affordable, safe residential community for adults with intellectural and/or developmental disabilities.”
Raw XML Appendix168 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.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JOSHUA TRAFTON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8506819400 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 418 HOLLY HILL COURT |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | TALLAHASSEE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 32312 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 376200 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 304669 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 7470 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 49350 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -20061 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 3962 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 376200 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 304669 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | -3972 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 1000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 60338 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 7490 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 375881 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 303336 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 375881 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 303336 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 0.10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 0.10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CLINTON BRETT KETCHAM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JOSHUA TRAFTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JANE F BULLEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | CHARLES ROCKWOOD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | MICHAEL MCBRIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | COURTNEY BENEDIX |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | JULIANNE CLAYTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | HENRY MAYFIELD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | TIM KELLY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | BOARD CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -52484 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 26087 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE CHARITABLE AND EDUCATIONAL AID TO THE GRETCHEN EVERHART SCHOOL, A PUBLIC SCHOOL SERVING STUDENTS WITH SIGNIFICANT MENTAL AND/OR PHYSICAL DISABILITIES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SUPPORT TO GRETCHEN EVERHART SCHOOL |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | PROVIDE AN AFFORDABLE, SAFE RESIDENTIAL COMMUNITY FOR ADULTS WITH INTELLECTURAL AND/OR DEVELOPMENTAL DISABILITIES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 1000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 25021 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 1000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 45378 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 319 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1333 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 31049 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 26021 |
| IRS990EZ/TotalRevenueAmt | 0 | 10988 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | EVERHARTEXCELLENCEFOUNDATION.ORG |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 7470 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 28635 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 18363 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 31633 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 269196 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 355297 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 7490 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 35509 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | -19567 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 35439 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 5938 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 64809 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 3 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.84570 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.84520 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 355297 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 7470 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 28635 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 18363 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 31633 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 269196 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 355297 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 420106 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES BANK CHARGES 62 SOFTWARE SUBSCRIPTIONS 330 COMPUTER EXPENSE 613 CAMP ENRICHMENT 5,000 ACTIVITY SUPPLIES 7,997 REGISTRATION FEES 61 SUPPLIES 7,884 EQUIPMENT PURCHASES 4,140 TOTAL 26,087 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | UNREALIZED LOSSES ON INVESTMENTS -52,484 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CREDIT CARD LIABILITY 319 1,333 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TO PROVIDE CHARITABLE AND EDUCATIONAL AID TO THE GRETCHEN EVERHART SCHOOL, A PUBLIC SCHOOL SERVING STUDENTS WITH SIGNIFICANT MENTAL AND/OR PHYSICAL DISABILITIES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | PROVIDE AN AFFORDABLE, SAFE RESIDENTIAL COMMUNITY FOR ADULTS WITH INTELLECTURAL AND/OR DEVELOPMENTAL DISABILITIES. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOSHUA TRAFTON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8506819400 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-08-25 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | EVERHART EXCELLENCE FOUNDATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | EVER |
| ReturnHeader/Filer/EIN | 0 | 461064967 |
| ReturnHeader/Filer/PhoneNum | 0 | 8506819400 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1203 THOMASVILLE RD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | TALLAHASSEE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 32303 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 593483197 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SKELTON BRYANT BRYANT & SCARBORO PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1320 THOMASWOOD DRIVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | TALLAHASSEE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 323087939 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8503861120 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-08-25 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | R LEE SCARBORO JR |
| ReturnHeader/ReturnTs | 0 | 2023-08-25T09:16:24-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JOSH |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | TRAFTON |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $304,669
- Liabilities
- $1,333
- Net assets
- $303,336
- Revenue
- $10,988
- Expenses
- $31,049
- Net income
- -$20,061