Civic Intelligence

Emerald Coast Community Wellness Foundation

990 • Fiscal year 2014 • EIN 46-2773334

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 13, 2015

1005 Mar Walt DriveFort Walton Beach, FL 32547

(850) 863-8100

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

97th percentile

384%

Faster asset growth than 97% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

96th percentile

191%

Faster revenue growth than 96% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$125,587

Up $99,652 (+384%) from 2013

Net Assets

Up

$117,490

Up $95,548 (+435%) from 2013

Liabilities

Up

$8,097

Up $4,104 (+103%) from 2013

Revenue

Up

$158,641

Up $104,058 (+191%) from 2013

Expenses

Up

$63,091

Up $30,450 (+93%) from 2013

Net Income

Up

$95,550

Up $73,608 (+335%) from 2013

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2013: $25,935Liabilities 2013: $3,993Net Assets 2013: $21,9422013Assets 2014: $125,587Liabilities 2014: $8,097Net Assets 2014: $117,4902014Assets 2015: $220,453Liabilities 2015: $165Net Assets 2015: $220,2882015Assets 2016: $249,748Liabilities 2016: $596Net Assets 2016: $249,1522016Assets 2017: $266,307Liabilities 2017: $156Net Assets 2017: $266,1512017Assets 2018: $252,479Liabilities 2018: $1,145Net Assets 2018: $251,3342018Assets 2019: $296,468Liabilities 2019: $656Net Assets 2019: $295,8122019Assets 2020: $267,849Liabilities 2020: $1,871Net Assets 2020: $265,9782020Assets 2021: $264,432Liabilities 2021: $84Net Assets 2021: $264,3482021Assets 2023: $358,588Liabilities 2023: $20Net Assets 2023: $358,5682023Assets 2024: $352,684Liabilities 2024: $0Net Assets 2024: $352,6842024

Highlighted filing

2014

Assets$125,587
Liabilities$8,097
Net Assets$117,490

Operations Trend

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

$200K$100K$0-$100KRevenue 2013: $54,583Expenses 2013: $32,641Net Income 2013: $21,9422013Revenue 2014: $158,641Expenses 2014: $63,091Net Income 2014: $95,5502014Revenue 2015: $184,270Expenses 2015: $81,472Net Income 2015: $102,7982015Revenue 2016: $55,237Expenses 2016: $26,373Net Income 2016: $28,8642016Revenue 2017: $63,937Expenses 2017: $46,938Net Income 2017: $16,9992017Revenue 2018: $61,455Expenses 2018: $76,272Net Income 2018: -$14,8172018Revenue 2019: $68,859Expenses 2019: $24,381Net Income 2019: $44,4782019Revenue 2020: $6,910Expenses 2020: $36,744Net Income 2020: -$29,8342020Revenue 2021: $813Expenses 2021: $2,443Net Income 2021: -$1,6302021Revenue 2023: $136,368Expenses 2023: $8,475Net Income 2023: $127,8932023Revenue 2024: $3,084Expenses 2024: $8,968Net Income 2024: -$5,8842024

Highlighted filing

2014

Revenue$158,641
Expenses$63,091
Net Income$95,550
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 13, 2015
Return Version
2014v5.0
Gross Receipts
$241,499
Mission and Program Overview

Mission

To improve the community's health and wellness through service and education.

White-wilson community foundation strives to make its community the healthiest on earth. The foundation serves individuals and organizations in okaloosa, santa rosa and walton counties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$24,835$125,587▲ $100,752
Accounts Receivable$1,100--
Total Assets$25,935$125,587▲ $99,652
Liabilities
Accounts Payable and Accrued Expenses$3,993$8,097▲ $4,104
Total Liabilities$3,993$8,097▲ $4,104
Net Assets / Fund Balance
Unrestricted Net Assets$19,402$103,763▲ $84,361
Permanently Rstr Net Assets-$11,187-
Temporarily Rstr Net Assets$2,540$2,540→ $0
Total Net Assets Fund Balance$21,942$117,490▲ $95,548
Total Liabilities and Net Assets / Fund Balance$25,935$125,587▲ $99,652
Compensation and Service Providers

Board Members and Trustees

NameTitle
Marjorie Cummins CPAChairman of the Board
Alan GiesemanVice President
Bruce MarshallDirector
Dr Jack AzzarettoDirector
Ray McgovernDirector
Sandy SimsDirector
Karl Metz MdSecretary
Kenneth Haskin MdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$113,976
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$44,665
All Other Contributions
$101,400
Change in Net Assets
$95,550
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$49,320
Other Expenses$13,771
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$49,320--$49,320
Information Technology-$4,577-$4,577
Advertising-$3,800-$3,800
Fees for Services Other-$2,211-$2,211
Fees for Services Accounting-$1,300-$1,300
Office Expenses-$196-$196
Other Expenses-$175-$175
Total Functional Expenses$49,320$13,771$0$63,091
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Florida Department of HealthTallahassee, FL501(c)(3)TO HELP IMPROVE COMMUNITY'S HEALTH AND WELLNESS.$25,000
Emerald Coast Autism CenterValparaiso, FL501(c)(3)TO HELP IMPROVE COMMUNITY'S HEALTH AND WELLNESS.$7,410
Family Life Ministries of Nw Fl IncFort Walton Beach, FL501(c)(3)TO HELP IMPROVE COMMUNITY'S HEALTH AND WELLNESS.$7,000
Shelter House IncFort Walton Beach, FL501(c)(3)TO HELP IMPROVE COMMUNITY'S HEALTH AND WELLNESS.$5,000
Mental Health Association of Okaloosa-walton Counties IncFort Walton Beach, FL501(c)(3)TO HELP IMPROVE COMMUNITY'S HEALTH AND WELLNESS.$4,910
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$127,523
Fundraising Direct Expenses$82,858
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Little Black Dress Party$112,098$111,466$77,927$33,539
Run for the Health of It$14,702$5,715$1,929$3,786
Total Events$140,099$127,523$82,858$44,665
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The organization has delegated management and administration functions to leslie moland and andi mahoney, who are employees of white wilson medical center p.a.

Form 990, Part VI, Section B, Line 11

The organization sends a draft of the form 990 to the finance committee for review before filing.

Form 990, Part VI, Section C, Line 19

The organizations governing and organizational documents are available upon request from the public.

Filing and Contact Details

Filer

Filer Name
White-wilson Community Foundation Inc
EIN
46-2773334
Phone
8508638100
Address
1005 MAR WALT DRIVE, FORT WALTON BEACH, FL 32547

Signing Officer

Name
Marjorie L Cummins
Title
Chair
Phone
8505850564
Signed
2015-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marjorie L Cummins
Formed
2012
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
40

Preparer

Firm
Warren Averett LLC
Address
36474C EMERALD COAST PKWY SUITE, 3301, DESTIN, FL 32541
Preparer
Lori K Kelley CPA
Phone
8508370398
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

ROUNDING -2.

Raw XML AppendixShowing 400 of 403 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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IRS990/ActivityOrMissionDesc0WHITE-WILSON COMMUNITY FOUNDATION STRIVES TO MAKE ITS COMMUNITY THE HEALTHIEST ON EARTH. THE FOUNDATION SERVES INDIVIDUALS AND ORGANIZATIONS IN OKALOOSA, SANTA ROSA AND WALTON COUNTIES.
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IRS990ScheduleI/RecipientTable/CashGrantAmt25000
IRS990ScheduleI/RecipientTable/CashGrantAmt37410
IRS990ScheduleI/RecipientTable/CashGrantAmt47000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO HELP IMPROVE COMMUNITY'S HEALTH AND WELLNESS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO HELP IMPROVE COMMUNITY'S HEALTH AND WELLNESS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO HELP IMPROVE COMMUNITY'S HEALTH AND WELLNESS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO HELP IMPROVE COMMUNITY'S HEALTH AND WELLNESS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4TO HELP IMPROVE COMMUNITY'S HEALTH AND WELLNESS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MENTAL HEALTH ASSOCIATION OF OKALOOSA-WALTON COUNTIES INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FLORIDA DEPARTMENT OF HEALTH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SHELTER HOUSE INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3EMERALD COAST AUTISM CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4FAMILY LIFE MINISTRIES OF NW FL INC
IRS990ScheduleI/RecipientTable/RecipientEIN0593282067
IRS990ScheduleI/RecipientTable/RecipientEIN1592634092
IRS990ScheduleI/RecipientTable/RecipientEIN2270263926
IRS990ScheduleI/RecipientTable/RecipientEIN3592693086
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0571 MOONEY ROAD NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14052 BALD CYPRESS WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2102 BUCK DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3315 EDGE AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41007 GOSPEL ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FORT WALTON BEACH
IRS990ScheduleI/RecipientTable/USAddress/CityNm1TALLAHASSEE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2FORT WALTON BEACH
IRS990ScheduleI/RecipientTable/USAddress/CityNm3VALPARAISO
IRS990ScheduleI/RecipientTable/USAddress/CityNm4FORT WALTON BEACH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd032547
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd132399
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd232548
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd332580
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd432547
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS DELEGATED MANAGEMENT AND ADMINISTRATION FUNCTIONS TO LESLIE MOLAND AND ANDI MAHONEY, WHO ARE EMPLOYEES OF WHITE WILSON MEDICAL CENTER P.A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION SENDS A DRAFT OF THE FORM 990 TO THE FINANCE COMMITTEE FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATIONS GOVERNING AND ORGANIZATIONAL DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROUNDING -2.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt02540
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02540
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt025935
IRS990/TotalAssetsEOYAmt0125587
IRS990/TotalAssetsGrp/BOYAmt025935
IRS990/TotalAssetsGrp/EOYAmt0125587
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0113976
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013771
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt049320
IRS990/TotalFunctionalExpensesGrp/TotalAmt063091
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03993
IRS990/TotalLiabilitiesEOYAmt08097
IRS990/TotalLiabilitiesGrp/BOYAmt03993
IRS990/TotalLiabilitiesGrp/EOYAmt08097
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt021942
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0117490
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt049320
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt044665
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0158641
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt025935
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0125587
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt019402
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0103763
IRS990/USAddress/AddressLine1Txt01005 MAR WALT DRIVE
IRS990/USAddress/CityNm0FORT WALTON BEACH
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032548
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WHITEWILSONCOMMUNITYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARJORIE L CUMMINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08505850564
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITE-WILSON COMMUNITY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0462773334
ReturnHeader/Filer/PhoneNum08508638100
ReturnHeader/Filer/USAddress/AddressLine1Txt01005 MAR WALT DRIVE
ReturnHeader/Filer/USAddress/CityNm0FORT WALTON BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032547
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454084437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARREN AVERETT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036474C EMERALD COAST PKWY SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt03301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DESTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032541
ReturnHeader/PreparerPersonGrp/PhoneNum08508370398
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI K KELLEY CPA
ReturnHeader/ReturnTs02015-08-04T14:22:19-05:00
ReturnHeader/ReturnTypeCd0990

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