Liabilities / Assets
61st percentile
Higher debt load relative to assets than 61% of similar nonprofits.
Everhart Excellence Foundation Inc.
990EZ • Fiscal year 2023 • EIN 46-1064967
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
67th percentile
Higher debt load relative to revenue than 67% of similar nonprofits.
Net Margin
92nd percentile
Higher net margin than 92% 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
72nd percentile
Faster asset growth than 72% of similar nonprofits.
Revenue Growth
98th percentile
Faster revenue growth than 98% of similar nonprofits.
Balance Sheet
Assets
Up$360,712
Up $56,043 (+18%) from 2022
Net Assets
Up$360,105
Up $56,769 (+19%) from 2022
Liabilities
Down$607
Down $726 (-54%) from 2022
Revenue And Expenses
Revenue
Up$62,413
Up $51,425 (+468%) from 2022
Expenses
Down$26,721
Down $4,328 (-14%) from 2022
Net Income
Up$35,692
Up $55,753 (+278%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2023 to Dec 31, 2023
- Signed
- Jul 25, 2024
- Return Version
- 2023v5.0
- Gross Receipts
- $99,204
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 | - | $20,642 |
| PROVIDE AN AFFORDABLE, SAFE RESIDENTIAL COMMUNITY FOR ADULTS WITH INTELLECTURAL AND/OR DEVELOPMENTAL DISABILITIES. | - | - |
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 | - | - |
| LORI THOMPSON | 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
- 2024-07-25
Preparer
- Firm
- Skelton Bryant Bryant & Scarboro Pa
- Address
- 1320 THOMASWOOD DR, TALLAHASSEE, FL 32308
- Preparer
- R Lee Scarboro Jr
- Phone
- 8503861120
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses software subscriptions 360 computer expense 530 camp enrichment 5,000 activity supplies 12,382 registration fees 61 supplies 3,060 contract services 200 online fundraising costs 1,254 total 22,847”
Form 990-ez, Part I, Line 20
“Unrealized gains on investments 21,077”
Form 990-ez, Part II, Line 26
“Credit card liability 1,333 607”
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 Appendix172 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 | 304669 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 360712 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 58515 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 36791 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 35692 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 3874 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 304669 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 360712 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | -4384 |
| IRS990EZ/GrossReceiptsAmt | 0 | 99204 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 8282 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 303336 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 360105 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 303336 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 360105 |
| 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 | LORI THOMPSON |
| 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 | 21077 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 22847 |
| 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/ProgramServiceExpensesAmt | 0 | 20642 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 32407 |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1333 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 607 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 26721 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 20642 |
| IRS990EZ/TotalRevenueAmt | 0 | 62413 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | EVERHARTEXCELLENCEFOUNDATION.ORG |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 58515 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 7470 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 28635 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 18363 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 31633 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 144616 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 8282 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 7490 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 35509 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | -19567 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 35439 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 67153 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 3 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.68290 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.84570 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 144616 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 58515 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 7470 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 28635 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 18363 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 31633 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 144616 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 211769 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES SOFTWARE SUBSCRIPTIONS 360 COMPUTER EXPENSE 530 CAMP ENRICHMENT 5,000 ACTIVITY SUPPLIES 12,382 REGISTRATION FEES 61 SUPPLIES 3,060 CONTRACT SERVICES 200 ONLINE FUNDRAISING COSTS 1,254 TOTAL 22,847 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | UNREALIZED GAINS ON INVESTMENTS 21,077 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CREDIT CARD LIABILITY 1,333 607 |
| 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 | 2024-07-25 |
| 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 DR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | TALLAHASSEE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 32308 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8503861120 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-07-25 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | R LEE SCARBORO JR |
| ReturnHeader/ReturnTs | 0 | 2024-07-25T12:07:07-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JOSH |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | TRAFTON |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $360,712
- Liabilities
- $607
- Net assets
- $360,105
- Revenue
- $62,413
- Expenses
- $26,721
- Net income
- $35,692