Civic Intelligence

Matred Carlton Olliff Foundation

990PF • Fiscal year 2018 • EIN 59-2241303

Sep 01, 2017 to Aug 31, 2018 • Filed on Dec 13, 2018

Organization Profile
PO Box 965Wauchula, FL 33873

(863) 773-2151

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

45th percentile

$5,500

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

57th percentile

2.5%

Faster asset growth than 57% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

112%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,615,691

Up $88,197 (+2.5%) from 2017

Net Assets

Up

$3,615,691

Up $88,197 (+2.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin81st percentile

Revenue

Up

$203,781

Up $107,443 (+112%) from 2017

Expenses

Up

$144,284

Up $27,337 (+23%) from 2017

Net Income

Up

$59,497

Up $80,106 (+389%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,504,227Liabilities 2011: $02011Assets 2012: $3,468,290Liabilities 2012: $02012Assets 2013: $3,706,147Liabilities 2013: $02013Assets 2014: $3,665,176Liabilities 2014: $02014Assets 2015: $3,818,363Liabilities 2015: $12015Assets 2017: $3,527,494Liabilities 2017: $0Net Assets 2017: $3,527,4942017Assets 2018: $3,615,691Liabilities 2018: $0Net Assets 2018: $3,615,6912018Assets 2019: $3,470,016Liabilities 2019: $0Net Assets 2019: $3,470,0162019Assets 2020: $3,397,980Liabilities 2020: $2,000Net Assets 2020: $3,395,9802020Assets 2021: $3,214,978Liabilities 2021: $4,439Net Assets 2021: $3,210,5392021Assets 2022: $3,328,188Liabilities 2022: $0Net Assets 2022: $3,328,1882022Assets 2023: $3,522,957Liabilities 2023: $0Net Assets 2023: $3,522,9572023Assets 2024: $3,772,673Liabilities 2024: $935Net Assets 2024: $3,771,7382024

Highlighted filing

2018

Assets$3,615,691
Liabilities$0
Net Assets$3,615,691
Open 2018 Filing

Operations Trend

Revenue Growth93rd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $219,233Expenses 2011: $175,003Net Income 2011: $44,2302011Revenue 2012: $128,120Expenses 2012: $164,057Net Income 2012: -$35,9372012Revenue 2013: $409,040Expenses 2013: $171,183Net Income 2013: $237,8572013Revenue 2014: $125,489Expenses 2014: $166,460Net Income 2014: -$40,9712014Revenue 2015: $288,783Expenses 2015: $135,597Net Income 2015: $153,1862015Revenue 2017: $96,338Expenses 2017: $116,947Net Income 2017: -$20,6092017Revenue 2018: $203,781Expenses 2018: $144,284Net Income 2018: $59,4972018Revenue 2019: $38,661Expenses 2019: $202,077Net Income 2019: -$163,4162019Revenue 2020: $73,715Expenses 2020: $202,599Net Income 2020: -$128,8842020Revenue 2021: $453,652Expenses 2021: $172,265Net Income 2021: $281,3872021Revenue 2022: $207,304Expenses 2022: $216,361Net Income 2022: -$9,0572022Revenue 2023: $268,899Expenses 2023: $182,008Net Income 2023: $86,8912023Revenue 2024: $410,336Expenses 2024: $243,394Net Income 2024: $166,9422024

Highlighted filing

2018

Revenue$203,781
Expenses$144,284
Net Income$59,497
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Dec 13, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER S FARRTrustee-$5,500-$5,500
DOYLE E CARLTON IIITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Matred Carlton Olliff Foundation
EIN
59-2241303
Phone
8637732151
Address
PO BOX 965, WAUCHULA, FL 33873

Signing Officer

Name
Walter S Farr
Title
Trustee
Phone
8637732151
Signed
2018-12-13

Preparer

Firm
Hackney Ames & Company Pa
Address
PO BOX 1359, ARCADIA, FL 34265-1359
Preparer
Matthew J Reichel CPA
Phone
8634946495
Raw XML Appendix333 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CHARLES SCHWAB 0452
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1RAYMOND JAMES 2373
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2WELLS FARGO 4436
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3WELLS FARGO 4436 ANNUITIES
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DOYLE E CARLTON III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WALTER S FARR
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WALTER S FARR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0222 S SIXTH AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WAUCHULA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033873
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08637732151
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0FORM AND CONTENT: NO SPECIFIC FORM OF APPLICATION IS REQUIRED. APPLICANTS FOR GRANTS SHOULD SUBMIT A WRITTEN REQUEST GIVING DETAILS OF PURPOSE AND NEED FOR A GRANT. RESTRICTIONS ON AWARDS: NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DOYLE E CARLTON III
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08637732151
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 965
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WAUCHULA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd033873
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS. IT IS ALL UP TO THE BOARD.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JULY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt181260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235930
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GRANTS TO INDIVIDUALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GRANTS TO CHARITABLE ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GRANTS AND SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MISCELLANEOUS INDIVIDUALS -SEE STMT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CHARITABLE ORGANIZATIONS - SEE STMT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2GRANTSSCHOLARSHIPS - SEE STMT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 995
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 995
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 995
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WAUCHULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WAUCHULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WAUCHULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033873
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133873
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233873
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0122690
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0103474
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt027243
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0173688
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0130717
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt070214
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt027243
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0627
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08067
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08067
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1627
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-15499
OtherIncomeSchedule2/OtherIncomeDetail/Desc0AMERIGAS PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-15499
OtherIncreasesSchedule/OtherIncreasesDetail/Amt028700
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RETURN OF CAPITAL FROM PTPS
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER S FARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08637732151
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MATRED CARLTON OLLIFF FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MATR
ReturnHeader/Filer/EIN0592241303
ReturnHeader/Filer/PhoneNum08637732151
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 965
ReturnHeader/Filer/USAddress/CityNm0WAUCHULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033873
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B71C92BDF83D25F684FC24E041492E7E6896D70F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B71C92BDF83D25F684FC24E041492E7E6896D70F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.195.205.121
ReturnHeader/FilingSecurityInformation/IPDt02018-12-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:25:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593759293
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HACKNEY AMES & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1359
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARCADIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342651359
ReturnHeader/PreparerPersonGrp/PhoneNum08634946495
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J REICHEL CPA
ReturnHeader/ReturnTs02018-12-21T08:25:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,615,691
Liabilities
$0
Net assets
$3,615,691
Revenue
$203,781
Expenses
$144,284
Net income
$59,497
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.41$0.24$0.17
2023Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.27$0.18$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.21$0.22$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.45$0.17$0.28
2020Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.07$0.20$0.13
2019Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.04$0.20$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.20$0.14$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.10$0.12$0.02
2015Summary only. Only limited summary data is available for this year.$3.82$0.00$0.29$0.14$0.15
2014Summary only. Only limited summary data is available for this year.$3.67$0.00$0.13$0.17$0.04
2013Summary only. Only limited summary data is available for this year.$3.71$0.00$0.41$0.17$0.24
2012Summary only. Only limited summary data is available for this year.$3.47$0.00$0.13$0.16$0.04
2011Summary only. Only limited summary data is available for this year.$3.50$0.00$0.22$0.18$0.04