Civic Intelligence

Charlton Foundation Inc.

990PF • Fiscal year 2020 • EIN 85-3789652

Nov 09, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
805 Pembroke CourtVero Beach, FL 32963

(772) 562-3663

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

95th percentile

84%

Higher net margin than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

$215,001

No earlier filing loaded for comparison.

Net Assets

$215,001

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin95th percentile

Revenue

$255,001

No earlier filing loaded for comparison.

Expenses

$40,000

No earlier filing loaded for comparison.

Net Income

$215,001

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.

$300K$200K$100K$0Assets 2020: $215,001Liabilities 2020: $0Net Assets 2020: $215,0012020Assets 2021: $149,320Liabilities 2021: $0Net Assets 2021: $149,3202021Assets 2022: $149,465Liabilities 2022: $0Net Assets 2022: $149,4652022Assets 2023: $91,869Liabilities 2023: $0Net Assets 2023: $91,8692023Assets 2024: $57,918Liabilities 2024: $0Net Assets 2024: $57,9182024

Highlighted filing

2020

Assets$215,001
Liabilities$0
Net Assets$215,001
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2020: $255,001Expenses 2020: $40,000Net Income 2020: $215,0012020Revenue 2021: $29,918Expenses 2021: $70,000Net Income 2021: -$40,0822021Revenue 2022: -$20,089Expenses 2022: $26,616Net Income 2022: -$46,7052022Revenue 2023: $5,870Expenses 2023: $41,466Net Income 2023: -$35,5962023Revenue 2024: $4,050Expenses 2024: $33,000Net Income 2024: -$28,9502024

Highlighted filing

2020

Revenue$255,001
Expenses$40,000
Net Income$215,001
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 9, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM CHARLTONPresidentPT$0--
ELIZABETH WHITWORTHVice President-$0--
AMANDA CILOVice President-$0--
MATTHEW CHARLTONVice President-$0--
Filing and Contact Details

Filer

Filer Name
Charlton Foundation Inc
EIN
85-3789652
Address
805 PEMBROKE COURT, VERO BEACH, FL 32963

Signing Officer

Name
William Charlton
Title
President
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Monica S Wellmaker Cpapa
Address
1500 14TH AVE STE B, VERO BEACH, FL 32960
Preparer
Monica Wellmaker CPA
Phone
7725623663
Raw XML Appendix245 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/SummaryOfDirectChrtblActyGrp/Description1Txt0CHARLTON FOUNDATION INC IN ITS FIRST YEAR PROVIDED BY DIRECT CHARITABLE CONTRIBUTION DONATIONS TO FOUR CHARITABLE ORGANIZATIONS AND SET UP A DONATION IN JANUARY 2021 FOR A FIFTH ORGANIZATION
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONICA S WELLMAKER CPAPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 14TH AVE STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VERO BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032960
ReturnHeader/PreparerPersonGrp/PhoneNum07725623663
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MONICA WELLMAKER CPA
ReturnHeader/ReturnTs02021-11-15T03:14:33-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHARLTON
ReturnHeader/TaxPeriodBeginDt02020-11-09
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$215,001
Liabilities
$0
Net assets
$215,001
Revenue
$255,001
Expenses
$40,000
Net income
$215,001
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.04$0.33$0.29
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.06$0.41$0.36
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.20$0.27$0.47
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.30$0.70$0.40
2020Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$2.55$0.40$2.15