Civic Intelligence

John E & Aliese Price Foundation Inc.

990PF • Fiscal year 2017 • EIN 59-1056841

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

12557 New Brittany Blvd Bldg 31-2Fort Myers, FL 33907-3651

(239) 939-0052

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

32nd percentile

$22,500

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

70th percentile

9.9%

Faster asset growth than 70% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

61%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$8,948,704

Up $807,199 (+9.9%) from 2016

Net Assets

Up

$8,944,976

Up $805,555 (+9.9%) from 2016

Liabilities

Up

$3,728

Up $1,644 (+79%) from 2016

Revenue

Up

$495,323

Up $188,354 (+61%) from 2016

Expenses

Down

$418,618

Down $25,971 (-5.8%) from 2016

Net Income

Up

$76,705

Up $214,325 (+156%) from 2016

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $9,101,696Liabilities 2011: $1,998Net Assets 2011: $9,099,6982011Assets 2012: $8,902,690Liabilities 2012: $0Net Assets 2012: $8,902,6902012Assets 2013: $8,742,222Liabilities 2013: $5932013Assets 2014: $8,992,195Liabilities 2014: $0Net Assets 2014: $8,992,1952014Assets 2015: $8,075,319Liabilities 2015: $0Net Assets 2015: $8,075,3192015Assets 2016: $8,141,505Liabilities 2016: $2,084Net Assets 2016: $8,139,4212016Assets 2017: $8,948,704Liabilities 2017: $3,728Net Assets 2017: $8,944,9762017Assets 2018: $8,010,163Liabilities 2018: $17,907Net Assets 2018: $7,992,2562018Assets 2019: $9,212,470Liabilities 2019: $2,376Net Assets 2019: $9,210,0942019Assets 2020: $10,137,792Liabilities 2020: $2,288Net Assets 2020: $10,135,5042020Assets 2021: $10,669,948Liabilities 2021: $6,130Net Assets 2021: $10,663,8182021Assets 2022: $8,658,724Liabilities 2022: $2,865Net Assets 2022: $8,655,8592022Assets 2023: $9,382,823Liabilities 2023: $14,893Net Assets 2023: $9,367,9302023Assets 2024: $9,900,890Liabilities 2024: $11,486Net Assets 2024: $9,889,4042024

Highlighted filing

2017

Assets$8,948,704
Liabilities$3,728
Net Assets$8,944,976

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $819,0432011Expenses 2012: $825,5882012Revenue 2013: $636,966Expenses 2013: $707,684Net Income 2013: -$70,7182013Revenue 2014: $648,389Expenses 2014: $784,616Net Income 2014: -$136,2272014Revenue 2015: $974,203Expenses 2015: $751,346Net Income 2015: $222,8572015Revenue 2016: $306,969Expenses 2016: $444,589Net Income 2016: -$137,6202016Revenue 2017: $495,323Expenses 2017: $418,618Net Income 2017: $76,7052017Revenue 2018: $1,190,281Expenses 2018: $481,037Net Income 2018: $709,2442018Revenue 2019: $117,615Expenses 2019: $306,418Net Income 2019: -$188,8032019Revenue 2020: $530,021Expenses 2020: $503,529Net Income 2020: $26,4922020Revenue 2021: $1,107,293Expenses 2021: $625,628Net Income 2021: $481,6652021Revenue 2022: $342,603Expenses 2022: $562,707Net Income 2022: -$220,1042022Revenue 2023: $325,564Expenses 2023: $548,627Net Income 2023: -$223,0632023Revenue 2024: $461,897Expenses 2024: $545,048Net Income 2024: -$83,1512024

Highlighted filing

2017

Revenue$495,323
Expenses$418,618
Net Income$76,705
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH P WALKERPresident/TrPT$22,500-$22,500
DANIEL F ADAMSSec/TrusteePT$0--
DENNIS G SMALLChairman/TruPT$0--
RUSSELL PRIDDYTrusteePT$0--
MARY JO SANDERS WALKERV Pres/TrustPT$0--
STEVEN R WHITLEY CPATreasurer/TrPT$0--
Filing and Contact Details

Filer

Filer Name
John E & Aliese Price Foundation
EIN
59-1056841
Phone
2399390052
Address
12557 NEW BRITTANY BLVD BLDG 31-2, FORT MYERS, FL 33907-3651

Signing Officer

Name
Kenneth P Walker
Title
President/trustee
Phone
2399390052
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Solomon & Hoover Cpas Pllc
Address
1342 COLONIAL BLVD STE B-11, FORT MYERS, FL 33907
Preparer
Gene R Solomon CPA
Phone
2399395303
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31XEROX COPIER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32PAYMASTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33TILE & CARPET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34TYPEWRITER - WHEELWRITER 1500
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35AIR CONDITIONER - FDN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36PRINTER, SCANNER, COPIER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37A/C UNIT - LAURIE'S OFC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38LAURIE'S PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39SECURITY SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40KEN'S LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41PHONE SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc42KEN'S COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc43LAURIE'S COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc44WEBPAGE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc45ROOF REPLACED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt02275
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt1167079
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0GOODWILL DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1SALE OF LAVIN LN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt02275
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1257491
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0335000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt022325
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02017-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12017-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0222263
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FINEMARK - CORP BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1FINEMARK - POOLED FIXED INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03503331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1729472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22861796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31544875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03503331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1729472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22861796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31544875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FINEMARK - CORP STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FINEMARK - POOLED EQUITY FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2FINEMARK - EXCHANGE TRADED FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3MSSB - CORP STOCK - EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4MSSB - MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5MSSB - EXCH TR & CLOSED END FD - EQU
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0LAND, BUILDING & EQUIPMENT
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0163357
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0322579
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt04936
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt04013
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0238
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0490187
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt04936
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0495123
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03750
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0105252
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt016000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt022500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0199850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0199850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt02763
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt02763
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0163357
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0163357
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt076705
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01348687
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04013
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04013
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0327515
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0183763
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt021946
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt05487
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt027433
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt048789
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt012197
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt060986
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011617
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02904
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt014521
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0238
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0238
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt056155
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt056155
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt016088
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt04022
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt020110
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt03411
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01895
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03167
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08473
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt06174
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0320847
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt089097
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0418618
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0272860
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0495323
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt06174
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0120997
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt089097
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0218768
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01662
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0415
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0196184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt171714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt271000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3231976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4337561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt132764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt221700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-6662

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$9.90$0.01$9.89$0.46$0.55$0.08
2023Detailed filing. Detailed filing data is available for this year.$9.38$0.01$9.37$0.33$0.55$0.22
2022Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.34$0.56$0.22
2021Detailed filing. Detailed filing data is available for this year.$10.7$0.01$10.7$1.11$0.63$0.48
2020Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.53$0.50$0.03
2019Detailed filing. Detailed filing data is available for this year.$9.21$0.00$9.21$0.12$0.31$0.19
2018Detailed filing. Detailed filing data is available for this year.$8.01$0.02$7.99$1.19$0.48$0.71
2017Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.94$0.50$0.42$0.08
2016Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.31$0.44$0.14
2015Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.97$0.75$0.22
2014Detailed filing. Detailed filing data is available for this year.$8.99$0.00$8.99$0.65$0.78$0.14
2013Summary only. Only limited summary data is available for this year.$8.74$0.00$0.64$0.71$0.07
2012Detailed filing. Detailed filing data is available for this year.$8.90$0.00$8.90$0.83
2011Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$0.82