Civic Intelligence

William K and Ann M Eckerd Foundation Inc.

990PF • Fiscal year 2018 • EIN 59-2947266

May 01, 2017 to Apr 30, 2018 • Filed on Jul 24, 2018

4240 4th PlaceVero Beach, FL 32968

(772) 226-7934

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

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

Liabilities / Revenue

52nd percentile

0.07x

Higher debt load relative to revenue than 52% of similar nonprofits.

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

Net Margin

2nd percentile

-208%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

17th percentile

-7.1%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

4th percentile

-63%

Faster revenue growth than 4% of similar nonprofits.

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

Assets

Down

$2,061,380

Down $157,684 (-7.1%) from 2017

Net Assets

Down

$2,055,682

Down $163,041 (-7.3%) from 2017

Liabilities

Up

$5,698

Up $5,357 (+1571%) from 2017

Revenue

Down

$78,320

Down $134,235 (-63%) from 2017

Expenses

Up

$241,361

Up $61,937 (+35%) from 2017

Net Income

Down

-$163,041

Down $196,172 (-592%) from 2017

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

2018

Assets$2,061,380
Liabilities$5,698
Net Assets$2,055,682

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

2018

Revenue$78,320
Expenses$241,361
Net Income-$163,041
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Jul 24, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM K ECKERDPresident & DirectorPT$35,662-$35,662
PATRICIA A ECKERDDirector-$6,000-$6,000
ANN M ECKERDDirector-$3,000-$3,000
CHERYL L ERNSTDirector-$3,000-$3,000
CHRISTOPHER R HARRISDirector-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
William K & Ann M Eckerd Foundation
EIN
59-2947266
Phone
7722267934
Address
4240 4th Place, Vero Beach, FL 32968

Signing Officer

Name
William K Eckerd
Title
Director
Phone
7722267934
Signed
2018-07-24

Preparer

Firm
Marllyn S Justice CPA Pa
Address
633 17TH ST, VERO BEACH, FL 32960-6236
Preparer
Marllyn S Justice
Phone
7727786903
Raw XML AppendixShowing 400 of 717 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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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3Office Furniture
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc84850 13th PL Improv(sprinkler sys)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc94850 13th PL Improv(Driveway Repave)
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11140 Amy Ann Lane
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Total gain per ML #878-02026 - see attached
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IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt049905
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt054646
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt049905
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt049905
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt033075
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt021075
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt021075
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02219064
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02061380
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01654363
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0341
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05698
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02219064
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02061380
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02218723
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02055682
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt02218723
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt02055682
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02125716
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0423972
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0636102
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt031886
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01065642
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0104692
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02093830
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02125716
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/CompensationAmt035662
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt13000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt23000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt36000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt43000
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 K 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 & Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0140 Amy Ann Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1140 Amy Ann Lane
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/ZIPCd032963
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd132963
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd232963
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd332968
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd432968
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0106406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0106406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0133973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0130998
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0134136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0115275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt071130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050819
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.061202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.054696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050198
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.038396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02093830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02189033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02395028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02672123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02323880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01852560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0144752
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.254097
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0144752
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0144752
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0144752
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0true
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/IndividualWithBooksNm0PATRICIA A ECKERD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04240 4th Place
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Vero Beach
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032968
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07722267934
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Foundation makes charitable contributions to 501(C)(3)organizations
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00

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