Civic Intelligence

Emerald Coast Community Wellness Foundation

990 • Fiscal year 2016 • EIN 46-2773334

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 24, 2017

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-70%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$249,748

Up $29,295 (+13%) from 2015

Net Assets

Up

$249,152

Up $28,864 (+13%) from 2015

Liabilities

Up

$596

Up $431 (+261%) from 2015

Revenue

Down

$55,237

Down $129,033 (-70%) from 2015

Expenses

Down

$26,373

Down $55,099 (-68%) from 2015

Net Income

Down

$28,864

Down $73,934 (-72%) from 2015

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

2016

Assets$249,748
Liabilities$596
Net Assets$249,152

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

2016

Revenue$55,237
Expenses$26,373
Net Income$28,864
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 24, 2017
Return Version
2016v3.0
Gross Receipts
$125,715
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$220,453$249,748▲ $29,295
Total Assets$220,453$249,748▲ $29,295
Liabilities
Accounts Payable and Accrued Expenses$165$596▲ $431
Total Liabilities$165$596▲ $431
Net Assets / Fund Balance
Unrestricted Net Assets$215,729$246,217▲ $30,488
Temporarily Rstr Net Assets$2,540$2,540→ $0
Permanently Rstr Net Assets$2,019$395▼ $1,624
Total Net Assets Fund Balance$220,288$249,152▲ $28,864
Total Liabilities and Net Assets / Fund Balance$220,453$249,748▲ $29,295
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dr Jack AzzarettoChairman of the Board
Marj Cummins CPAPast Chairman of the Board
Alan GiesemanVice President
Bruce MarshallDirector
Dr Andrea LoderDirector
Dr Janet Niemi ChubbDirector
Dr Tama Van DecarDirector
Gene Barker CPADirector
Ray McGovernDirector
Kenneth Haskin MDTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$37,639
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$17,598
Change in Net Assets
$28,864

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table189$33,404Fair Market Value
Total Noncash Contributions189$33,404-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$22,000
Other Expenses$4,373
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$22,000--$22,000
Fees for Services Accounting-$1,350-$1,350
Information Technology-$1,176-$1,176
Conferences and Meetings-$513-$513
Fees for Services Management-$500-$500
Other Expenses-$115-$115
All Other Expenses-$86-$86
Advertising-$52-$52
Total Functional Expenses$22,000$4,373$0$26,373
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mental Health Association of Okaloosa-Walton Counties IncFort Walton Beach, FL501(c)(3)To help improve community's health and wellness.$22,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$88,076
Fundraising Direct Expenses$70,478
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Little Black Dress Party$107,895$73,011$42,333$30,678
Run for the Health of It$5,365$4,970$2,155$2,815
Total Events$125,715$88,076$70,478$17,598
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 11B

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
Alan Gieseman
Title
Vice President
Phone
8508638207
Signed
2017-07-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Gieseman
Formed
2012
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Warren Averett LLC
Address
36474C Emerald Coast Pkwy Suite, 3301, Destin, FL 32541
Preparer
Lori K Kelley CPA
Phone
8508370398
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt046441
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt042333
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02155
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt024037
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt024037
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt022000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To help improve community's health and wellness.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Mental Health Association of Okaloosa-Walton Counties Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0593282067
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0571 Mooney Road NE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Fort Walton Beach
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd032547
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0189
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Auction Donations
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Fair Market Value
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt033404
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
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/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
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/TotalAssetsBOYAmt0220453
IRS990/TotalAssetsEOYAmt0249748
IRS990/TotalAssetsGrp/BOYAmt0220453
IRS990/TotalAssetsGrp/EOYAmt0249748
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt037639
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04373
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt022000
IRS990/TotalFunctionalExpensesGrp/TotalAmt026373
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0165
IRS990/TotalLiabilitiesEOYAmt0596
IRS990/TotalLiabilitiesGrp/BOYAmt0165
IRS990/TotalLiabilitiesGrp/EOYAmt0596
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0220288
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0249152
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt022000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt017598
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt055237
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0220453
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0249748
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0215729
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0246217
IRS990/USAddress/AddressLine1Txt01005 Mar Walt Drive
IRS990/USAddress/CityNm0Fort Walton Beach
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032548
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0whitewilsoncommunityfoundation.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Alan Gieseman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08508638207
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-24
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0919324AAEB628769096AE768CE4CB71D2BB2F027
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.136.244.2
ReturnHeader/FilingSecurityInformation/IPDt02017-07-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:56:33
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/ReturnTs02017-08-31T10:47:59-05:00
ReturnHeader/ReturnTypeCd0990

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