Civic Intelligence

Everett W Erdoesy and Gretha M Erdoesy Foundation

990PF • Fiscal year 2018 • EIN 82-2300696

Aug 01, 2017 to Jul 31, 2018 • Filed on Oct 11, 2018

Organization Profile
3665 Bee Ridge Road Ste 300Sarasota, FL 34233

(941) 954-5772

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,889,969

No earlier filing loaded for comparison.

Net Assets

$1,889,969

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin99th percentile

Revenue

$1,925,767

No earlier filing loaded for comparison.

Expenses

$35,798

No earlier filing loaded for comparison.

Net Income

$1,889,969

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2018: $1,889,969Liabilities 2018: $0Net Assets 2018: $1,889,9692018Assets 2019: $1,928,200Liabilities 2019: $0Net Assets 2019: $1,928,2002019Assets 2020: $1,656,186Liabilities 2020: $1Net Assets 2020: $1,656,1862020Assets 2021: $1,695,399Liabilities 2021: $1Net Assets 2021: $1,695,3992021Assets 2022: $1,627,755Liabilities 2022: $1Net Assets 2022: $1,627,7552022Assets 2023: $1,427,634Liabilities 2023: $1Net Assets 2023: $1,427,6342023Assets 2024: $1,307,831Liabilities 2024: $1Net Assets 2024: $1,307,8312024Assets 2025: $1,424,147Liabilities 2025: $0Net Assets 2025: $1,424,1472025

Highlighted filing

2018

Assets$1,889,969
Liabilities$0
Net Assets$1,889,969
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MRevenue 2018: $1,925,767Expenses 2018: $35,798Net Income 2018: $1,889,9692018Revenue 2019: $183,579Expenses 2019: $145,348Net Income 2019: $38,2312019Revenue 2020: -$93,608Expenses 2020: $161,666Net Income 2020: -$255,2742020Revenue 2021: $230,202Expenses 2021: $186,133Net Income 2021: $44,0692021Revenue 2022: $101,360Expenses 2022: $165,753Net Income 2022: -$64,3932022Revenue 2023: -$46,158Expenses 2023: $150,514Net Income 2023: -$196,6722023Revenue 2024: $56,436Expenses 2024: $173,138Net Income 2024: -$116,7022024Revenue 2025: $285,743Expenses 2025: $166,978Net Income 2025: $118,7652025

Highlighted filing

2018

Revenue$1,925,767
Expenses$35,798
Net Income$1,889,969
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Oct 11, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN T ANDERSONTrustee-$0--
WAYNE F SEITLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Everett W Erdoesy & Gretha M
EIN
82-2300696
Phone
9419545772
Address
3665 BEE RIDGE ROAD STE 300, SARASOTA, FL 34233

Signing Officer

Name
Jonathan T Anderson
Title
Trustee
Phone
9419545772
Signed
2018-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Myers & Company
Address
2523 STICKNEY POINT RD, SARASOTA, FL 34231
Preparer
Brent J Myers CPA
Phone
9419234085
Raw XML Appendix240 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-332
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01386894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1100000
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0842
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt011945
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt05000
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt025798
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05000
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt025798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012277
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01889969
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01889969
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01889969
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt01901788
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01486894
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01498713
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt00
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IRS990PF/InitialReturnInd0X
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0834100
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01357159
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt032869
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0107920
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02158390
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02191259
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13665 BEE RIDGE RD STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARASOTA
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt07504
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt07504
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt06378
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt06378
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02018-01-11
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt015000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt015000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt015000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt015000
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt071947
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt071947
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt015000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt015000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt015000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JONATHAN T ANDERSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0IN ACCORDANCE WITH EXEMPTION APPLICATION, GRANTS ARE DIRECTED TO INCLUDE, BUT NOT LIMITED TO BENEFIT LOCAL ENVIRONMENTAL CONSERVATION AND RESEARCH, LOCAL WOMEN'S AND CHILDREN'S HEALTH INITIATIVES AND TO BENEFIT THE COLLEGE OF VETERINARY MEDICINE OF NC STATE UNIVERSITY, RALEIGH, NORTH CAROLINA. IN 2017, MOTE MARINE LABORATORY AND AQUARIUM WAS PROVIDED 10,000.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt010000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CONTACT JON ANDERSON, TRUSTEE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JONATHAN T ANDERSON TTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09419545772
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034233
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NOT APPLICABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MOTE MARINE LABORATORY & AQUARIUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01600 KEN THOMPSON PKWY
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015748
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt210000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1AIP INVESTMENT PRCESS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015748
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt25000
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN T ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09419545772
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERETT W ERDOESY & GRETHA M
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ERDOESY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0822300696
ReturnHeader/Filer/PhoneNum09419545772
ReturnHeader/Filer/USAddress/AddressLine1Txt03665 BEE RIDGE ROAD STE 300
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034233
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId028CBAA237EDC5CF20416DA08D1E7DCB0D7B03679
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId028CBAA237EDC5CF20416DA08D1E7DCB0D7B03679
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.85.247.57
ReturnHeader/FilingSecurityInformation/IPDt02018-11-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:22:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200396831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MYERS & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02523 STICKNEY POINT RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034231
ReturnHeader/PreparerPersonGrp/PhoneNum09419234085
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENT J MYERS CPA
ReturnHeader/ReturnTs02018-11-29T15:22:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,889,969
Liabilities
$0
Net assets
$1,889,969
Revenue
$1,925,767
Expenses
$35,798
Net income
$1,889,969
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.29$0.17$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.06$0.17$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.05$0.15$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.10$0.17$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.23$0.19$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.09$0.16$0.26
2019Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.18$0.15$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$1.93$0.04$1.89