Civic Intelligence

William C Demetree Jr Foundation Inc.

990PF • Fiscal year 2017 • EIN 59-2750694

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

941 W Morse Boulevard Suite 315Winter Park, FL 32789

(407) 422-8191

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

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

Liabilities / Revenue

1st percentile

-0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

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

Net Margin

79th percentile

25%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

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

Asset Growth

45th percentile

2.2%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

88th percentile

78%

Faster revenue growth than 88% of similar nonprofits.

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

Assets

Up

$5,411,098

Up $117,145 (+2.2%) from 2016

Net Assets

Up

$5,412,398

Up $117,145 (+2.2%) from 2016

Liabilities

Flat

-$1,300

Flat from 2016

Revenue

Up

$459,774

Up $201,444 (+78%) from 2016

Expenses

Down

$342,629

Down $1,370 (-0.4%) from 2016

Net Income

Up

$117,145

Up $202,814 (+237%) from 2016

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $4,840,171Liabilities 2011: $40,0002011Assets 2012: $5,139,366Liabilities 2012: $2,182Net Assets 2012: $5,137,1842012Assets 2013: $5,135,390Liabilities 2013: $33,259Net Assets 2013: $5,102,1312013Assets 2014: $5,202,910Liabilities 2014: -$1,300Net Assets 2014: $5,204,2102014Assets 2015: $5,395,750Liabilities 2015: $14,314Net Assets 2015: $5,381,4362015Assets 2016: $5,293,953Liabilities 2016: -$1,300Net Assets 2016: $5,295,2532016Assets 2017: $5,411,098Liabilities 2017: -$1,300Net Assets 2017: $5,412,3982017Assets 2018: $5,506,002Liabilities 2018: -$1,300Net Assets 2018: $5,507,3022018Assets 2019: $5,950,124Liabilities 2019: $423,844Net Assets 2019: $5,526,2802019Assets 2020: $5,582,903Liabilities 2020: -$1,300Net Assets 2020: $5,584,2032020Assets 2021: $6,072,938Liabilities 2021: $558Net Assets 2021: $6,072,3802021Assets 2022: $5,792,968Liabilities 2022: $98,779Net Assets 2022: $5,694,1892022Assets 2023: $4,461,384Liabilities 2023: $0Net Assets 2023: $4,461,3842023Assets 2024: $3,601,899Liabilities 2024: $227,540Net Assets 2024: $3,374,3592024

Highlighted filing

2017

Assets$5,411,098
Liabilities-$1,300
Net Assets$5,412,398

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $217,837Expenses 2011: $233,538Net Income 2011: -$15,7012011Expenses 2012: $27,3902012Revenue 2013: $223,977Expenses 2013: $243,368Net Income 2013: -$19,3912013Revenue 2014: $234,677Expenses 2014: $96,498Net Income 2014: $138,1792014Revenue 2015: $185,656Expenses 2015: $110,889Net Income 2015: $74,7672015Revenue 2016: $258,330Expenses 2016: $343,999Net Income 2016: -$85,6692016Revenue 2017: $459,774Expenses 2017: $342,629Net Income 2017: $117,1452017Revenue 2018: $472,612Expenses 2018: $377,708Net Income 2018: $94,9042018Revenue 2019: $1,022,949Expenses 2019: $1,003,971Net Income 2019: $18,9782019Revenue 2020: $621,451Expenses 2020: $563,528Net Income 2020: $57,9232020Revenue 2021: $726,116Expenses 2021: $237,939Net Income 2021: $488,1772021Revenue 2022: $250,701Expenses 2022: $628,892Net Income 2022: -$378,1912022Revenue 2023: -$37,016Expenses 2023: $926,586Net Income 2023: -$963,6022023Revenue 2024: $335,299Expenses 2024: $982,017Net Income 2024: -$646,7182024

Highlighted filing

2017

Revenue$459,774
Expenses$342,629
Net Income$117,145
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY L DEMETREEPresident, D-$0--
SARA N DEMETREEVice Pres, D-$0--
WILLIAM C DEMETREE JRDirector-$0--
Filing and Contact Details

Filer

Filer Name
William C Demetree Jr Foundation
EIN
59-2750694
Phone
4074228191
Address
941 W MORSE BOULEVARD SUITE 315, WINTER PARK, FL 32789

Signing Officer

Name
Mary L Demetree
Title
President, Director
Phone
4074228191
Signed
2018-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Purvis Gray & Company Llp
Address
222 NORTH EAST FIRST STREET, GAINESVILLE, FL 32601
Preparer
Rachel a Clements CPA
Phone
3523782461
Raw XML Appendix394 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13OPERATING FUNDS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt822449 LAKE SENECA ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9550 EAST ROLLINS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101507 7TH STR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt115483 GLEN OAK PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12PO BOX 248106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13PO BOX 520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0NO 1800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1SIXTH FLOOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10SANTA MONICA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13COLORADO SPRINGS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9FL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13CO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332854
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd932803
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1380901
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0272997
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/AppliedToCurrentYearAmt051236
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt051236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0295739
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0518106
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0222367
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0295739
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0273603
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0222367
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0518106
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0295739
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0WILLIAM C DEMETREE JR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0941 W MORSE BOULEVARD SUITE 315
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WINTER PARK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032789
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0254500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MARKETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LICENSES AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt068
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt161
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2477
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020531
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt068
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt161
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2477
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt320531
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0-1300
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0INTERCOMPANY PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0-1300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt047019
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER PROFESSIONAL FEES
TaxesSchedule/TaxesDetail/Amt026
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt026
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY L DEMETREE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT, DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04074228191
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM C DEMETREE JR FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0592750694
ReturnHeader/Filer/PhoneNum04074228191
ReturnHeader/Filer/USAddress/AddressLine1Txt0941 W MORSE BOULEVARD SUITE 315
ReturnHeader/Filer/USAddress/CityNm0WINTER PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032789
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01E3142D0D60E5CADB084A621ED32A8FCD1D9A9D1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01E3142D0D60E5CADB084A621ED32A8FCD1D9A9D1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.110.130.24
ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:26:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0590548468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PURVIS GRAY & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0222 NORTH EAST FIRST STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GAINESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032601
ReturnHeader/PreparerPersonGrp/PhoneNum03523782461
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RACHEL A CLEMENTS CPA
ReturnHeader/ReturnTs02018-11-12T16:26:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.60$0.23$3.37$0.34$0.98$0.65
2023Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.04$0.93$0.96
2022Detailed filing. Detailed filing data is available for this year.$5.79$0.10$5.69$0.25$0.63$0.38
2021Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.73$0.24$0.49
2020Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.62$0.56$0.06
2019Detailed filing. Detailed filing data is available for this year.$5.95$0.42$5.53$1.02$1.00$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.47$0.38$0.09
2017Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.46$0.34$0.12
2016Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.30$0.26$0.34$0.09
2015Detailed filing. Detailed filing data is available for this year.$5.40$0.01$5.38$0.19$0.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.23$0.10$0.14
2013Detailed filing. Detailed filing data is available for this year.$5.14$0.03$5.10$0.22$0.24$0.02
2012Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.03
2011Summary only. Only limited summary data is available for this year.$4.84$0.04$0.22$0.23$0.02