Civic Intelligence

William K and Ann M Eckerd Foundation Inc.

990PF • Fiscal year 2019 • EIN 59-2947266

May 01, 2018 to Apr 30, 2019 • Filed on Sep 16, 2019

4240 4th PlaceVero Beach, FL 32968

(772) 584-9712

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

3rd percentile

-209%

Higher net margin than 3% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

44th percentile

$1,500

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

13th percentile

-7.6%

Faster asset growth than 13% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

29th percentile

-6.8%

Faster revenue growth than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,904,173

Down $157,207 (-7.6%) from 2018

Net Assets

Down

$1,903,173

Down $152,509 (-7.4%) from 2018

Liabilities

Down

$1,000

Down $4,698 (-82%) from 2018

Revenue

Down

$73,007

Down $5,313 (-6.8%) from 2018

Expenses

Down

$225,516

Down $15,845 (-6.6%) from 2018

Net Income

Up

-$152,509

Up $10,532 (+6.5%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $708,938Liabilities 2012: $02012Assets 2013: $2,050,337Liabilities 2013: $0Net Assets 2013: $2,050,3372013Assets 2014: $2,136,173Liabilities 2014: $0Net Assets 2014: $2,136,1732014Assets 2015: $2,167,850Liabilities 2015: $12015Assets 2016: $2,186,505Liabilities 2016: $0Net Assets 2016: $2,186,5052016Assets 2017: $2,219,064Liabilities 2017: $341Net Assets 2017: $2,218,7232017Assets 2018: $2,061,380Liabilities 2018: $5,698Net Assets 2018: $2,055,6822018Assets 2019: $1,904,173Liabilities 2019: $1,000Net Assets 2019: $1,903,1732019Assets 2020: $1,864,146Liabilities 2020: $1,000Net Assets 2020: $1,863,1462020Assets 2021: $1,907,594Liabilities 2021: $12021Assets 2024: $1,691,990Liabilities 2024: $12024

Highlighted filing

2019

Assets$1,904,173
Liabilities$1,000
Net Assets$1,903,173

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $16,923Expenses 2012: $58,138Net Income 2012: -$41,2152012Expenses 2013: $90,8462013Revenue 2014: $221,770Expenses 2014: $135,934Net Income 2014: $85,8362014Revenue 2015: $200,358Expenses 2015: $168,681Net Income 2015: $31,6772015Revenue 2016: $188,197Expenses 2016: $169,542Net Income 2016: $18,6552016Revenue 2017: $212,555Expenses 2017: $179,424Net Income 2017: $33,1312017Revenue 2018: $78,320Expenses 2018: $241,361Net Income 2018: -$163,0412018Revenue 2019: $73,007Expenses 2019: $225,516Net Income 2019: -$152,5092019Revenue 2020: $88,287Expenses 2020: $128,314Net Income 2020: -$40,0272020Revenue 2021: $104,762Expenses 2021: $60,314Net Income 2021: $44,4482021Revenue 2024: $44,117Expenses 2024: $127,621Net Income 2024: -$83,5042024

Highlighted filing

2019

Revenue$73,007
Expenses$225,516
Net Income-$152,509
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Sep 16, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER R HARRISDirector-$1,500-$1,500
WILLIAM E ECKERDPresidentPT$0--
ANN M ECKERDDirector-$0--
CHERYL L ERNSTDirector-$0--
PATRICIA A ECKERDTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
William K & Ann M Eckerd Foundation
EIN
59-2947266
Phone
7725849712
Address
4240 4TH PLACE, VERO BEACH, FL 32968

Signing Officer

Name
William Eckerd
Title
President
Phone
7725849712
Signed
2019-09-16
Discuss with paid preparer
Yes

Preparer

Firm
Rehmann Robson LLC
Address
701 COLORADO AVENUE, STUART, FL 34994
Preparer
Cathy M Shoemaker CPA
Phone
7722837444
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01500
IRS990PF/FMVAssetsEOYAmt01759319
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt04698
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0662341
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0753741
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0753741
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0281513
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0445654
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0527337
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt035741
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0640078
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01524
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt02443
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0987509
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0604337
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0376276
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01362
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0919
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt02443
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt040580
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt036665
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt036665
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01500
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01500
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01500
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt015595
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt015595
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt015595
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt045687
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt049905
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt045687
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt045687
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt021075
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt075
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt075
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02061380
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01904173
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01759319
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt05698
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02061380
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01904173
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02055682
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01903173
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt02055682
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01903173
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01526929
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0529262
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0519426
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022904
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0478241
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt075201
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01504025
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01526929
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt41500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM E ECKERD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANN M ECKERD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHERYL L ERNST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PATRICIA A ECKERD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CHRISTOPHER R HARRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04240 4TH PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14240 4TH PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2605 RIOMAR DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34240 4TH PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44240 4TH PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0VERO BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1VERO BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2VERO BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3VERO BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4VERO BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032968
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd132968
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd232963
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd332968
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd432968
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt085680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt085680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0144752
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0133973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0130998
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0134136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0115275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.056967
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.069133
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.061202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.054696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050198
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01504025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02093830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02189033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02395028

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