Civic Intelligence

Eldertrust of Florida Inc

990 • Fiscal year 2018 • EIN 62-1827400

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 04, 2019

Organization ProfileN/A

View Organization Page

C/O William C Matheney Cpa 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

Score unavailable

No value available

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

Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-93%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $22,548,470 (-100%) from 2016

Net Assets

Down

$0

Down $22,546,068 (-100%) from 2016

Liabilities

Down

$0

Down $2,402 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin98th percentile

Revenue

Up

$168,522

Up $312,455 (+217%) from 2016

Expenses

Down

$10,445

Down $3,356,912 (-100%) from 2016

Net Income

Up

$158,077

Up $3,669,367 (+105%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2018

Assets$0
Liabilities$0
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth2nd percentile

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

2018

Revenue$168,522
Expenses$10,445
Net Income$158,077
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 4, 2019
Return Version
2018v3.1
Gross Receipts
$168,522
Mission and Program Overview

Mission

Providing long-term healthcare

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$24,820,982$0▼ $24,820,982
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$24,820,982$0▼ $24,820,982
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$24,820,982$0▼ $24,820,982
Total Net Assets Fund Balance$24,820,982$0▼ $24,820,982
Total Liabilities and Net Assets / Fund Balance$24,820,982$0▼ $24,820,982
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
William C MatheneyReceiver
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$168,522
Other Revenue
$0
Change in Net Assets
$158,077
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,445
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$10,445--$10,445
Total Functional Expenses$10,445$0$0$10,445
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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, 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
C/O WILLIAM C MATHENEY CPA NO 101, CHATTANOOGA, TN 37421

Signing Officer

Name
William C Matheney
Title
Receiver
Phone
6158506007
Signed
2019-02-04
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
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer of assets to seniortrust of florida, inc. -24,979,059.”

FORM 990, PART XI, LINE 9, CHANGE IN NET ASSETS:

“Eldertrust of florida, inc. And seniortrust of florida, inc. Were part of a court settlement in litigation which resulted in a trust fund to be used for charitable purposes. The judge ordered the two entities be combined and the decision was made to dissolve eldertrust of florida, inc. Therefore, the assets were transferred from eldertrust of florida, inc. To seniortrust of florida, inc.”

Raw XML Appendix305 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.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDING LONG-TERM HEALTHCARE
IRS990/BooksInCareOfDetail/PersonNm0WILLIAM C MATHENEY
IRS990/BooksInCareOfDetail/PhoneNum04238947400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06136 SHALLOWFORD ROAD SUITE 101
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHATTANOOGA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0168522
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/IntangibleAssetsGrp/EOYAmt00
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IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt024820982
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
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IRS990/MissionDesc0SERVICES FOR THE ELDERLY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt024820982
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-24979059
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02285077
IRS990/PYOtherExpensesAmt087790
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02197287
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt087790
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02285077
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0158077
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0168522
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0501279
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0232808
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0269301
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01171910
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0168522
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IRS990ScheduleA/InvestmentIncomeCYPct00.53810
IRS990ScheduleA/InvestmentIncomePYPct00.00790
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01783798
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0-376741
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0-633764
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0232738
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01006031
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0ASSETS TRANSFERRED TO SENIORTRUST OF FLORIDA, INC IN ACCORDANCE WITH THE ATTACHED COURT ORDER.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0SENIORTRUST OF FLORIDA INCCO WILLIAM C MATHENEY AS RECEIVER
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02018-06-07
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0621827399
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0-24979059
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0MARKET VALUE OF INVESTMENTS
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IRS990ScheduleN/ReceiveCompensationInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SINCE 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/ExplanationTxt1THE RECEIVER WAS AUTHORIZED TO ACT AS A BOARD OF ONE, SUBJECT TO THE APPROVAL OF THE COURT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RECEIVER REVIEWS AND APPROVES THE TAX RETURN BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFER OF ASSETS TO SENIORTRUST OF FLORIDA, INC. -24,979,059.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ELDERTRUST OF FLORIDA, INC. AND SENIORTRUST OF FLORIDA, INC. WERE PART OF A COURT SETTLEMENT IN LITIGATION WHICH RESULTED IN A TRUST FUND TO BE USED FOR CHARITABLE PURPOSES. THE JUDGE ORDERED THE TWO ENTITIES BE COMBINED AND THE DECISION WAS MADE TO DISSOLVE ELDERTRUST OF FLORIDA, INC. THEREFORE, THE ASSETS WERE TRANSFERRED FROM ELDERTRUST OF FLORIDA, INC. TO SENIORTRUST OF FLORIDA, INC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9, CHANGE IN NET ASSETS:
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O WILLIAM C MATHENEY CPA NO 101
IRS990/USAddress/CityNm0CHATTANOOGA
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IRS990/USAddress/ZIPCd037421
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM C MATHENEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0RECEIVER
ReturnHeader/BusinessOfficerGrp/PhoneNum06158506007
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELDERTRUST OF FLORIDA INC
ReturnHeader/Filer/BusinessNameControlTxt0ELDE
ReturnHeader/Filer/EIN0621827400
ReturnHeader/Filer/PhoneNum06158506007
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O WILLIAM C MATHENEY CPA NO 101
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0711207CE858130EB47E3E79633ADACD74FF74DE7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-02-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm018:39:46
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/PreparationDt02019-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM C MATHENEY
ReturnHeader/ReturnTs02019-03-08T15:18:04-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$168,522
Expenses
$10,445
Net income
$158,077
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.17$0.01$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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