Liabilities / Assets
74th percentile
Higher debt load relative to assets than 74% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
74th percentile
Higher debt load relative to assets than 74% of similar nonprofits.
Liabilities / Revenue
65th percentile
Higher debt load relative to revenue than 65% of similar nonprofits.
Net Margin
7th percentile
Higher net margin than 7% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
2nd percentile
Faster asset growth than 2% of similar nonprofits.
Revenue Growth
9th percentile
Faster revenue growth than 9% of similar nonprofits.
Assets
Down$1,821
Down $206,110 (-99%) from 2017
Net Assets
Down$1,719
Down $6,110 (-78%) from 2017
Liabilities
Down$102
Down $200,000 (-100%) from 2017
Revenue
Down$10,000
Down $11,336 (-53%) from 2017
Expenses
Down$16,110
Down $8,706 (-35%) from 2017
Net Income
Down-$6,110
Down $2,630 (-76%) from 2017
To engage in charitable and educational activities that improve the standards and quality of life for persons in need, including fostering, promoting and owning affordable housing and interests in affordable housing, and educational activities that improve the quality of life for all person in their communities particularly through education and the arts.
| Description | Grants | Expenses |
|---|---|---|
| Engage in charitable and educational activities that improve the standards and quality of life for persons in need, including fostering, promoting and owning affordable housing and interests in affordable housing, and educational activities that improve the quality of life for all person in their communities particularly through education and the arts. | $16,000 | $16,000 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Charles M Pinckney | Chairman | - | $0 | - | - |
| Graeme McCord Fraser | Executive Director | - | $0 | - | - |
| Stephen A Goldberg | President | - | $0 | - | - |
“Activity Classification: Program. Grantee Name: Historic Lake Toxaway Foundation. Grantee Address: P.O. Box 264 Lake Toxaway, NC 28747. Amount Given: 4,500.”
“Activity Classification: Program. Grantee Name: Boca Grande Health Clinic Foundation. Grantee Address: 280 Park Ave Boca Grande, FL 33921. Amount Given: 2,500.”
“Activity Classification: Program. Grantee Name: Boca Grande Community Center . Grantee Address: 131 1st St W Boca Grande, FL 33921. Amount Given: 2,500.”
“Activity Classification: Program. Grantee Name: St. Mary's Episcopal Day School. Grantee Address: 2101 S Hubert Ave Tampa,, FL 33629. Amount Given: 3,000.”
“Activity Classification: Program. Grantee Name: Boca Grande Historical Society & Museum. Grantee Address: 170 Park Ave Boca Grande, FL 33921. Amount Given: 2,500.”
“Activity Classification: Program. Grantee Name: Childrens Cancer Center. Grantee Address: 4901 W Cypress St Tampa, FL 33607. Amount Given: 1,000. Total included on Form 990-EZ, line 10: 16,000.”
“Description: Bank fees. Amount: 110.”
“Description: Munimae Orchard Walk GP, LLC. Beg. of Year Amount: 51. End of Year Amount: 51. Description: Munimae Breckenridge GP, LLC. Beg. of Year Amount: 51. End of Year Amount: 51.”
“Description: Accounts payable and accrued expenses. Beg. of Year Amount: 102. End of Year Amount: 102. Description: Orchard Walk Replacement Reserve. Beg. of Year Amount: 200,000. End of Year Amount: 0.”
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 | 0 |
| IRS990EZ/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Beth Falcone |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4104462570 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 101 Colorado Street No 1402 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Austin |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 78701 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 207829 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 1719 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -6110 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 207931 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 1821 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 16000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 10000 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 7829 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 1719 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 7829 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 1719 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Charles M Pinckney |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Graeme McCord Fraser |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Stephen A Goldberg |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Chairman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Executive Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | President |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 102 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 102 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 110 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | To engage in charitable and educational activities that improve the standards and quality of life for persons in need, including fostering, promoting and owning affordable housing and interests in affordable housing, and educational activities that improve the quality of life for all person in their communities particularly through education and the arts. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 10000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Engage in charitable and educational activities that improve the standards and quality of life for persons in need, including fostering, promoting and owning affordable housing and interests in affordable housing, and educational activities that improve the quality of life for all person in their communities particularly through education and the arts. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 16000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 16000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 1 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MD |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 200102 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 102 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 16110 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 16000 |
| IRS990EZ/TotalRevenueAmt | 0 | 10000 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | n/a |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 5000 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 59054 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 478384 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 542438 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 12 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 59 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 71 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 51502 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.98250 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.99650 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 533013 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 9425 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 5000 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 59054 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 478384 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 542438 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 542509 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Activity Classification: Program. Grantee Name: Historic Lake Toxaway Foundation. Grantee Address: P.O. Box 264 Lake Toxaway, NC 28747. Amount Given: 4,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Activity Classification: Program. Grantee Name: Boca Grande Health Clinic Foundation. Grantee Address: 280 Park Ave Boca Grande, FL 33921. Amount Given: 2,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Activity Classification: Program. Grantee Name: Boca Grande Community Center . Grantee Address: 131 1st St W Boca Grande, FL 33921. Amount Given: 2,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Activity Classification: Program. Grantee Name: St. Mary's Episcopal Day School. Grantee Address: 2101 S Hubert Ave Tampa,, FL 33629. Amount Given: 3,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Activity Classification: Program. Grantee Name: Boca Grande Historical Society & Museum. Grantee Address: 170 Park Ave Boca Grande, FL 33921. Amount Given: 2,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Activity Classification: Program. Grantee Name: Childrens Cancer Center. Grantee Address: 4901 W Cypress St Tampa, FL 33607. Amount Given: 1,000. Total included on Form 990-EZ, line 10: 16,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Description: Bank fees. Amount: 110. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Description: Munimae Orchard Walk GP, LLC. Beg. of Year Amount: 51. End of Year Amount: 51. Description: Munimae Breckenridge GP, LLC. Beg. of Year Amount: 51. End of Year Amount: 51. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Description: Accounts payable and accrued expenses. Beg. of Year Amount: 102. End of Year Amount: 102. Description: Orchard Walk Replacement Reserve. Beg. of Year Amount: 200,000. End of Year Amount: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990-EZ, Part II, Line 24 - Other Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990-EZ, Part II, Line 26 - Other Liabilities |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Beth Falcone |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4104462570 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-12-06 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Ward Oaks Foundation Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WARD |
| ReturnHeader/Filer/EIN | 0 | 522009393 |
| ReturnHeader/Filer/PhoneNum | 0 | 4104462570 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 101 Colorado Street No 1402 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Austin |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 78701 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 5757F712A8161F6F3964D64EA127352BD3BB441C |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 5757F712A8161F6F3964D64EA127352BD3BB441C |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 72.214.41.82 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-12-06 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ES |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 15:04:34 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 582676261 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Rogers & Company PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 8300 Boone Boulevard Suite 600 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Vienna |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 22182 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7038930300 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-12-06 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Lori A Collingsworth |
| ReturnHeader/ReturnTs | 0 | 2018-12-06T14:05:31-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-05-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-04-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
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Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.