Civic Intelligence

Wilkes-Desmond Educational Foundation

990PF • Fiscal year 2017 • EIN 65-0961676

Jun 01, 2016 to May 31, 2017 • Filed on Aug 19, 2017

Organization Profile
c/o J COLE CPA 2211 S FLAGLER DRWest Palm Beach, FL 33401

(561) 845-9620

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

4th percentile

-104%

Higher net margin than 4% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

61st percentile

$129,960

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 52.4% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

17th percentile

-4.2%

Faster asset growth than 17% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$5,850,397

Down $258,165 (-4.2%) from 2016

Net Assets

Down

$5,850,397

Down $258,165 (-4.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin4th percentile

Revenue

Up

$248,079

Up $566,380 (+178%) from 2016

Expenses

Up

$506,244

Up $23,648 (+4.9%) from 2016

Net Income

Up

-$258,165

Up $542,732 (+68%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,426,231Liabilities 2011: $0Net Assets 2011: $7,426,2312011Assets 2012: $7,080,650Liabilities 2012: $0Net Assets 2012: $7,080,6502012Assets 2013: $7,309,355Liabilities 2013: $0Net Assets 2013: $7,309,3552013Assets 2014: $7,156,131Liabilities 2014: $0Net Assets 2014: $7,156,1312014Assets 2015: $6,909,459Liabilities 2015: $0Net Assets 2015: $6,909,4592015Assets 2016: $6,108,562Liabilities 2016: $0Net Assets 2016: $6,108,5622016Assets 2017: $5,850,397Liabilities 2017: $0Net Assets 2017: $5,850,3972017Assets 2018: $5,709,845Liabilities 2018: $0Net Assets 2018: $5,709,8452018Assets 2019: $5,381,807Liabilities 2019: $0Net Assets 2019: $5,381,8072019Assets 2020: $4,794,866Liabilities 2020: $0Net Assets 2020: $4,794,8662020Assets 2021: $5,514,083Liabilities 2021: $0Net Assets 2021: $5,514,0832021Assets 2022: $5,464,389Liabilities 2022: $0Net Assets 2022: $5,464,3892022Assets 2023: $5,580,984Liabilities 2023: $0Net Assets 2023: $5,580,9842023Assets 2024: $5,794,804Liabilities 2024: $0Net Assets 2024: $5,794,8042024Assets 2025: $6,146,712Liabilities 2025: $0Net Assets 2025: $6,146,7122025

Highlighted filing

2017

Assets$5,850,397
Liabilities$0
Net Assets$5,850,397
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2011: $448,0472011Expenses 2012: $623,9332012Expenses 2013: $547,3402013Revenue 2014: $432,222Expenses 2014: $585,446Net Income 2014: -$153,2242014Revenue 2015: $236,592Expenses 2015: $483,264Net Income 2015: -$246,6722015Revenue 2016: -$318,301Expenses 2016: $482,596Net Income 2016: -$800,8972016Revenue 2017: $248,079Expenses 2017: $506,244Net Income 2017: -$258,1652017Revenue 2018: $298,781Expenses 2018: $439,333Net Income 2018: -$140,5522018Revenue 2019: $87,422Expenses 2019: $415,460Net Income 2019: -$328,0382019Revenue 2020: -$197,026Expenses 2020: $389,915Net Income 2020: -$586,9412020Revenue 2021: $1,174,548Expenses 2021: $455,331Net Income 2021: $719,2172021Revenue 2022: $506,815Expenses 2022: $556,509Net Income 2022: -$49,6942022Revenue 2023: $702,721Expenses 2023: $586,126Net Income 2023: $116,5952023Revenue 2024: $681,606Expenses 2024: $467,786Net Income 2024: $213,8202024Revenue 2025: $853,943Expenses 2025: $502,035Net Income 2025: $351,9082025

Highlighted filing

2017

Revenue$248,079
Expenses$506,244
Net Income-$258,165
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Aug 19, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David BeuttenmullerTrusteeFT$129,960-$129,960
WILLIAM C DESMOND TRUSTFounder-Decd-$0--
Filing and Contact Details

Filer

Filer Name
Wilkes-desmond Educational Foundation
EIN
65-0961676
Phone
5618459620
Address
c/o J COLE CPA 2211 S FLAGLER DR, WEST PALM BEACH, FL 33401

Signing Officer

Name
David Beuttenmuller
Title
Trustee
Signed
2017-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Janet E Cole CPA PA
Address
2211 South Flagler Drive, West Palm Beach, FL 33401-8007
Preparer
Janet E Cole CPA
Phone
5616557807
Raw XML Appendix304 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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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.desmondfoundation.org
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM C DESMOND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0254670
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014802
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0254670
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0297718
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0297718
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0110853
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt081603
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0189258
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0161535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0125377
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0125377
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0675751
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0132502
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0110853
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt081603
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0189258
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0161535
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0430220
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0132502
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0801128
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0668626
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE - computer
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OUTSIDE SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03819
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt29605
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01640
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt121666
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01640
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt121666
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23819
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt49605
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PRIOR YR GRANTS RETURNED
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt047718
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt047718
TaxesSchedule/TaxesDetail/Amt05000
TaxesSchedule/TaxesDetail/CategoryTxt0FORM 990-PF TAX estimate
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Beuttenmuller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILKES-DESMOND EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILK
ReturnHeader/Filer/EIN0650961676
ReturnHeader/Filer/PhoneNum05618459620
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o J COLE CPA 2211 S FLAGLER DR
ReturnHeader/Filer/USAddress/CityNm0WEST PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Janet E Cole CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02211 South Flagler Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Palm Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0334018007
ReturnHeader/PreparerPersonGrp/PhoneNum05616557807
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janet E Cole CPA
ReturnHeader/ReturnTs02017-08-19T12:58:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,850,397
Liabilities
$0
Net assets
$5,850,397
Revenue
$248,079
Expenses
$506,244
Net income
-$258,165
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.85$0.50$0.35
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.79$0.00$5.79$0.68$0.47$0.21
2023Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.70$0.59$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.46$0.00$5.46$0.51$0.56$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.51$0.00$5.51$1.17$0.46$0.72
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.00$4.79$0.20$0.39$0.59
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.38$0.00$5.38$0.09$0.42$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.71$0.00$5.71$0.30$0.44$0.14
2017Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.25$0.51$0.26
2016Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.32$0.48$0.80
2015Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$0.24$0.48$0.25
2014Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.43$0.59$0.15
2013Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.55
2012Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.62
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.43$0.00$7.43$0.45