Civic Intelligence

Ted and Jean Weiller Foundation

EIN 65-0538553 • Sarasota, FL

CO Kerkering Barberio PO Box 49Sarasota, FL 34230
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2020

Net Margin

4th percentile

-877%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-61%

Faster revenue growth than 14% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $882,813 (-100%) from 2019

Liabilities

Down

$0

Down $3,547 (-100%) from 2019

Net Assets

Down

$0

Down $879,266 (-100%) from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin4th percentile

Revenue

Down

$88,535

Down $135,990 (-61%) from 2019

Expenses

Up

$864,626

Up $814,152 (+1613%) from 2019

Net Income

Down

-$776,091

Down $950,142 (-546%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $999,766Liabilities 2010: $50,6672010Assets 2011: $918,609Liabilities 2011: $26,167Net Assets 2011: $892,4422011Assets 2012: $934,245Liabilities 2012: $521,273Net Assets 2012: $412,9722012Assets 2013: $811,257Liabilities 2013: $416,273Net Assets 2013: $394,9842013Assets 2014: $849,662Liabilities 2014: $296,106Net Assets 2014: $553,5562014Assets 2015: $2,613,215Liabilities 2015: $199,653Net Assets 2015: $2,413,5622015Assets 2019: $882,813Liabilities 2019: $3,547Net Assets 2019: $879,2662019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2010: $135,683Expenses 2010: $18,898Net Income 2010: $116,7852010Expenses 2011: $136,4912011Expenses 2012: $520,1352012Revenue 2013: $69,355Expenses 2013: $216,522Net Income 2013: -$147,1672013Revenue 2014: -$31,078Expenses 2014: $63,811Net Income 2014: -$94,8892014Revenue 2015: $689,036Expenses 2015: $17,410Net Income 2015: $671,6262015Revenue 2019: $224,525Expenses 2019: $50,474Net Income 2019: $174,0512019Revenue 2020: $88,535Expenses 2020: $864,626Net Income 2020: -$776,0912020

Highlighted filing

2020

Revenue$88,535
Expenses$864,626
Net Income-$776,091
Open 2020 Filing

Filings

Most recent year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$88,535
Expenses
$864,626
Net income
-$776,091
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.09$0.86$0.78
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.22$0.05$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.61$0.20$2.41$0.69$0.02$0.67
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.30$0.55$0.03$0.06$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.42$0.39$0.07$0.22$0.15
2012Detailed filing. Detailed filing data is available for this year.$0.93$0.52$0.41$0.52
2011Detailed filing. Detailed filing data is available for this year.$0.92$0.03$0.89$0.14
2010Summary only. Only limited summary data is available for this year.$1.00$0.05$0.14$0.02$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA T PICKUPExecutive DirectorPT$0--
JEAN A WEILLERVice-PresidentPT$0--
HEATHER WILLIAMSDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Ted and Jean Weiller Foundation
EIN
65-0538553
Phone
9415045528
Address
CO KERKERING BARBERIO PO BOX 49, SARASOTA, FL 34230

Signing Officer

Name
Jean Weiller
Title
Vice President
Phone
9415045528
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Kerkering Barberio & Co
Address
PO BOX 49348, SARASOTA, FL 34230-6348
Preparer
Heather M Williams
Phone
9413654617
Raw XML Appendix376 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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DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt1COMMUNITY FOUNDATION OF SARASOTA COUNTY
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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt1CASH 12/31/20
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt250% MEMBERSHIP INTEREST IN WEILLER CAPITAL ADVISORS, LLC 9/28/20
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JEAN WEILLER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01919 IRVING ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SARASOTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034236
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09415045528
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0300863
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2474496
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION OF SARASOTA COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COMMUNITY FOUNDATION OF SARASOTA COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DECHOMAI ASSET TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02635 FRUITVILLE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12635 FRUITVILLE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23713 PINE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034237
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134237
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232205
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0795468
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017814
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017814
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018468
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0273971
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0123988
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03103
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt064829
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt064829
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01234978
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0815448
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018468
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0273971
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0123988
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03103
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0833262
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0815448
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01299807
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0484359
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt018894
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt018894
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0ELECTRONICALLY ATTACHED ARE THE CERTIFIED ARTICLES OF DISSOLUTION FILED WITH THE FLORIDA DEPARTMENT OF STATE ON 12/23/20. ALL ASSETS WERE DISTRIBUTED BY 12/31/20
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt030000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1332529
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DISTRIBUTIONS RECEIVABLE WEILLER CAPITAL ADVISORS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DISTRIBUTIONS RECEIVABLE WEILLER VALUE FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt10
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0103175
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0WEILLER CAPITAL ADVISORS K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018034
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018034
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt03547
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO AFFILIATES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/Amt013112
TaxesSchedule/TaxesDetail/Amt160
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt160
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEAN WEILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09415045528
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TED AND JEAN WEILLER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TEDA
ReturnHeader/Filer/EIN0650538553
ReturnHeader/Filer/PhoneNum09415045528
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO KERKERING BARBERIO PO BOX 49
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034230
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591753337
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KERKERING BARBERIO & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 49348
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342306348
ReturnHeader/PreparerPersonGrp/PhoneNum09413654617
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER M WILLIAMS
ReturnHeader/ReturnTs02021-11-15T11:44:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEILLER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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