Civic Intelligence

Elmore Family Foundation Co-Ta

EIN 65-6343553 • Orlando, FL

PO Box 919798Orlando, FL 32891-9798
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2023

Net Margin

9th percentile

-63%

Higher net margin than 9% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$23,049

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

$1M-$5M nonprofits • Source year 2022

Asset Growth

29th percentile

-2.6%

Faster asset growth than 29% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-50%

Faster revenue growth than 6% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,512,440

Down $47,109 (-3.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,512,440

Down $47,109 (-3.0%) from 2023

Operations
Liabilities / Revenue32nd percentileNet Margin9th percentile

Revenue

Up

$76,931

Up $332 (+0.4%) from 2023

Expenses

Down

$124,099

Down $693 (-0.6%) from 2023

Net Income

Up

-$47,168

Up $1,025 (+2.1%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,373,167Liabilities 2011: $02011Assets 2012: $2,049,086Liabilities 2012: $02012Assets 2013: $2,013,212Liabilities 2013: $02013Assets 2014: $1,995,385Liabilities 2014: $02014Assets 2015: $1,912,884Liabilities 2015: $02015Assets 2019: $1,713,553Liabilities 2019: $0Net Assets 2019: $1,713,5532019Assets 2020: $1,633,651Liabilities 2020: $0Net Assets 2020: $1,633,6512020Assets 2021: $1,571,953Liabilities 2021: $0Net Assets 2021: $1,571,9532021Assets 2022: $1,601,225Liabilities 2022: $0Net Assets 2022: $1,601,2252022Assets 2023: $1,559,549Liabilities 2023: $0Net Assets 2023: $1,559,5492023Assets 2024: $1,512,440Liabilities 2024: $0Net Assets 2024: $1,512,4402024

Highlighted filing

2024

Assets$1,512,440
Liabilities$0
Net Assets$1,512,440
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $81,347Expenses 2011: $81,857Net Income 2011: -$5102011Revenue 2012: $634,364Expenses 2012: $84,070Net Income 2012: $550,2942012Revenue 2013: $24,304Expenses 2013: $123,586Net Income 2013: -$99,2822013Revenue 2014: $93,949Expenses 2014: $120,396Net Income 2014: -$26,4472014Revenue 2015: $14,972Expenses 2015: $96,615Net Income 2015: -$81,6432015Revenue 2019: $81,130Expenses 2019: $119,760Net Income 2019: -$38,6302019Revenue 2020: $33,554Expenses 2020: $113,432Net Income 2020: -$79,8782020Revenue 2021: $86,943Expenses 2021: $148,872Net Income 2021: -$61,9292021Revenue 2022: $152,058Expenses 2022: $121,552Net Income 2022: $30,5062022Revenue 2023: $76,599Expenses 2023: $124,792Net Income 2023: -$48,1932023Revenue 2024: $76,931Expenses 2024: $124,099Net Income 2024: -$47,1682024

Highlighted filing

2024

Revenue$76,931
Expenses$124,099
Net Income-$47,168
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,512,440
Liabilities
$0
Net assets
$1,512,440
Revenue
$76,931
Expenses
$124,099
Net income
-$47,168
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.08$0.12$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.08$0.12$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.15$0.12$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.09$0.15$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.03$0.11$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.08$0.12$0.04
2015Summary only. Only limited summary data is available for this year.$1.91$0.00$0.01$0.10$0.08
2014Summary only. Only limited summary data is available for this year.$2.00$0.00$0.09$0.12$0.03
2013Summary only. Only limited summary data is available for this year.$2.01$0.00$0.02$0.12$0.10
2012Summary only. Only limited summary data is available for this year.$2.05$0.00$0.63$0.08$0.55
2011Summary only. Only limited summary data is available for this year.$1.37$0.00$0.08$0.08$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 7, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANKCo-Trustee-$18,230-$18,230
GEORGE T ELMORECo-Trustee-$0--
DEBRA A ELMORECo-Trustee-$0--
CRAIG K ELMORECo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Elmore Family Foundation Co-ta(25
EIN
65-6343553
Phone
4072371772
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
4072371772
Signed
2025-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52375558103 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53904767704 UNILEVER PLC SPONSOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54929740108 WABTEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5529250N105 ENBRIDGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5687807B107 TC ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5792556V106 VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58002824100 ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59020002101 ALLSTATE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61025537101 AMERICAN ELEC PWR IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65205887102 CONAGRA BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6626441C204 DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67369604301 GE AEROSPACE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6868622V106 ORGANON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6975513E101 RTX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7089151E109 TOTALENERGIES SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71902973304 US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72969457100 WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7357638P104 MASTERBRAND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74G0250X107 AMCOR PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7629364G103 ENTERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7736266G107 GE HEALTHCARE TECHNO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7849177J102 KENVUE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79704326107 PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8080105N105 SANOFI SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8198389B100 XCEL ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82063671101 BANK OF MONTREAL QUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83110122108 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8425243Q205 DIAGEO PLC SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8530231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8636828A101 GE VERNOVA LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8892939U106 WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89G87052109 TE CONNECTIVITY PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt140614
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2117493
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33430
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt442323
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt575000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt651112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt755293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt89919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt979934
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1048940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt119463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1210213
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2233203371 DFA INTERNATIONAL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt336209VQC1 GOVT NATL MTGE ASSN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt422822V101 CROWN CASTLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt525434D203 DFA INTERNATIONAL VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6742935489 OSTERWEIS STRATEGIC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9756109104 REALTY INCOME CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1027826A730 EATON VANCE FLOATING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1100143W859 INVESCO DEVELOPING M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1252468A665 LEGG MASON PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13015271109 ALEXANDRIA REAL ESTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1474340W103 PROLOGIS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt184571
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2142460
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt129196
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt079246
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt076931
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt076931
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt09115
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt018230
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0101000
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01198
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02368
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012186
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0124099
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt078901
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt076931
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010365
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012186
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023099
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02003-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22003-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62003-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92003-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102003-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142022-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152003-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162022-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172003-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182003-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192022-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202021-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222003-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242021-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252023-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262024-06-10

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