Civic Intelligence

Eldertrust of Florida Inc

990 • Fiscal year 2016 • EIN 62-1827400

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 03, 2017

Organization ProfileN/A

View Organization Page

6136 Shallowford Road No 101Chattanooga, TN 37421

(615) 850-6007

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

100th percentile

2440%

Higher net margin than 100% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

12th percentile

-7.5%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$22,548,470

Down $1,833,220 (-7.5%) from 2015

Net Assets

Down

$22,546,068

Down $1,834,710 (-7.5%) from 2015

Liabilities

Up

$2,402

Up $1,490 (+163%) from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Up

-$143,933

Up $220,530 (+61%) from 2015

Expenses

Up

$3,367,357

Up $3,254,164 (+2875%) from 2015

Net Income

Down

-$3,511,290

Down $3,033,634 (-635%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$60M$40M$20M$0-$20M-$40MAssets 2010: $30,676,840Liabilities 2010: $49,517,328Net Assets 2010: -$18,840,4882010Assets 2011: $29,361,733Liabilities 2011: $48,684,818Net Assets 2011: -$19,323,0852011Assets 2012: $27,918,059Liabilities 2012: $48,278,602Net Assets 2012: -$20,360,5432012Assets 2013: $25,093,487Liabilities 2013: $0Net Assets 2013: $25,093,4872013Assets 2014: $25,367,323Liabilities 2014: $0Net Assets 2014: $25,367,3232014Assets 2015: $24,381,690Liabilities 2015: $912Net Assets 2015: $24,380,7782015Assets 2016: $22,548,470Liabilities 2016: $2,402Net Assets 2016: $22,546,0682016Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$22,548,470
Liabilities$2,402
Net Assets$22,546,068
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100M$50M$0-$50MExpenses 2010: $63,381,2162010Expenses 2011: $66,206,2912011Expenses 2012: $65,625,5672012Revenue 2013: $88,352,511Expenses 2013: $42,898,481Net Income 2013: $45,454,0302013Revenue 2014: $331,207Expenses 2014: $57,371Net Income 2014: $273,8362014Revenue 2015: -$364,463Expenses 2015: $113,193Net Income 2015: -$477,6562015Revenue 2016: -$143,933Expenses 2016: $3,367,357Net Income 2016: -$3,511,2902016Revenue 2018: $168,522Expenses 2018: $10,445Net Income 2018: $158,0772018

Highlighted filing

2016

Revenue-$143,933
Expenses$3,367,357
Net Income-$3,511,290
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 3, 2017
Return Version
2016v3.0
Gross Receipts
$8,360,042
Mission and Program Overview

Mission

Providing long-term healthcare

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$24,378,114$22,548,470▼ $1,829,644
Savings and Temporary Cash Investments$3,576$0▼ $3,576
Total Assets$24,381,690$22,548,470▼ $1,833,220
Liabilities
Accounts Payable and Accrued Expenses$912$2,402▲ $1,490
Total Liabilities$912$2,402▲ $1,490
Net Assets / Fund Balance
Unrestricted Net Assets$24,380,778$22,546,068▼ $1,834,710
Total Net Assets Fund Balance$24,380,778$22,546,068▼ $1,834,710
Total Liabilities and Net Assets / Fund Balance$24,381,690$22,548,470▼ $1,833,220
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
William C MatheneyReceiver
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-143,933
Other Revenue
$0
Change in Net Assets
$-3,511,290
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,250,000
Other Expenses$117,357
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,250,000--$3,250,000
Fees for Service Investment Mgmnt Fees-$103,370-$103,370
Fees for Services Legal-$5,743-$5,743
Fees for Services Other-$3,463-$3,463
Fees for Services Accounting-$3,250-$3,250
Travel-$1,531-$1,531
Total Functional Expenses$3,250,000$117,357$0$3,367,357
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Community Foundation of Middle TennesseeNashville, TN501(c)(3)(1) to Be Used for the Specific Population of the Elderly in Tn, (2) to Make Grants Statewide, and (3) to Address Not Only Current, Short-term Needs But Also Long-term Needs of the Elderly of Tn. the Focus of This Distribution Was for Housing Assistance, Transportation, Legal and Dental Services for the Elderly.$3,250,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI

“The receiver performs all duties normally performed by the governing board, officers, directors and management.”

Form 990, Part VI, Section A, Line 8A

“Since the receiver acts as a board of one, there are no formal board meetings. All actions are documented in reports to the court.”

Form 990, Part VI, Section A, Line 8B

“The receiver was authorized to act as a board of one, subject to the approval of the court.”

Form 990, Part VI, Section B, Line 11B

“The receiver reviews and approves the tax return before it was filed.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflicts of interest policies, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Eldertrust of Florida Inc
EIN
62-1827400
Phone
6158506007
Address
6136 SHALLOWFORD ROAD NO 101, CHATTANOOGA, TN 37421

Signing Officer

Name
William C Matheney
Title
Receiver
Phone
6158506007
Signed
2017-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William C Matheney
Formed
2000
Legal Domicile
Tn
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Matheney Stees & Associates Pc
Address
6136 SHALLOWFORD ROAD SUITE 101, CHATTANOOGA, TN 37421-7214
Preparer
William C Matheney
Phone
4238947400
Raw XML Appendix312 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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03833 CLEGHORN AVE STE 400
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RECEIVER PERFORMS ALL DUTIES NORMALLY PERFORMED BY THE GOVERNING BOARD, OFFICERS, DIRECTORS AND MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SINCE THE RECEIVER ACTS AS A BOARD OF ONE, THERE ARE NO FORMAL BOARD MEETINGS. ALL ACTIONS ARE DOCUMENTED IN REPORTS TO THE COURT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RECEIVER WAS AUTHORIZED TO ACT AS A BOARD OF ONE, SUBJECT TO THE APPROVAL OF THE COURT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE RECEIVER REVIEWS AND APPROVES THE TAX RETURN BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.169.178.172
ReturnHeader/FilingSecurityInformation/IPDt02017-03-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:21:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621404815
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATHENEY STEES & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06136 SHALLOWFORD ROAD SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHATTANOOGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0374217214
ReturnHeader/PreparerPersonGrp/PhoneNum04238947400
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM C MATHENEY
ReturnHeader/ReturnTs02017-03-03T11:17:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,548,470
Liabilities
$2,402
Net assets
$22,546,068
Revenue
-$143,933
Expenses
$3,367,357
Net income
-$3,511,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.17$0.01$0.16
2016Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$0.14$3.37$3.51
2015Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$0.36$0.11$0.48
2014Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$0.33$0.06$0.27
2013Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$88.4$42.9$45.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.9$48.3$20.4$65.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.4$48.7$19.3$66.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.7$49.5$18.8$63.4