Civic Intelligence

Palm Beach Country Club Foundation Inc.

990 • Fiscal year 2013 • EIN 20-1330372

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 20, 2014

760 N Ocean Boulevard33480

(561) 844-3501

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

52nd percentile

3.0%

Faster revenue growth than 52% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2013

Assets

Up

$352,742

Up $43,288 (+14%) from 2012

Net Assets

Up

$352,742

Up $43,288 (+14%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$330,043

No earlier filing loaded for comparison.

Expenses

Down

$286,755

Down $3,975 (-1.4%) from 2012

Net Income

$43,288

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $286,975Liabilities 2010: $02010Assets 2011: $289,616Liabilities 2011: $0Net Assets 2011: $289,6162011Assets 2012: $309,454Liabilities 2012: $0Net Assets 2012: $309,4542012Assets 2013: $352,742Liabilities 2013: $0Net Assets 2013: $352,7422013Assets 2014: $343,364Liabilities 2014: $0Net Assets 2014: $343,3642014Assets 2015: $342,184Liabilities 2015: $0Net Assets 2015: $342,1842015Assets 2016: $344,981Liabilities 2016: $0Net Assets 2016: $344,9812016Assets 2017: $362,701Liabilities 2017: $0Net Assets 2017: $362,7012017Assets 2018: $334,326Liabilities 2018: $0Net Assets 2018: $334,3262018Assets 2019: $381,319Liabilities 2019: $0Net Assets 2019: $381,3192019Assets 2020: $396,118Liabilities 2020: $0Net Assets 2020: $396,1182020Assets 2021: $595,096Liabilities 2021: $0Net Assets 2021: $595,0962021Assets 2022: $681,205Liabilities 2022: $0Net Assets 2022: $681,2052022Assets 2023: $700,937Liabilities 2023: $0Net Assets 2023: $700,9372023Assets 2024: $806,601Liabilities 2024: $0Net Assets 2024: $806,6012024

Highlighted filing

2013

Assets$352,742
Liabilities$0
Net Assets$352,742

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $302,242Expenses 2010: $299,320Net Income 2010: $2,9222010Expenses 2011: $278,0872011Expenses 2012: $290,7302012Revenue 2013: $330,043Expenses 2013: $286,755Net Income 2013: $43,2882013Revenue 2014: $325,835Expenses 2014: $335,213Net Income 2014: -$9,3782014Revenue 2015: $321,535Expenses 2015: $322,715Net Income 2015: -$1,1802015Revenue 2016: $369,532Expenses 2016: $366,735Net Income 2016: $2,7972016Revenue 2017: $355,830Expenses 2017: $338,110Net Income 2017: $17,7202017Revenue 2018: $332,834Expenses 2018: $361,210Net Income 2018: -$28,3762018Revenue 2019: $413,318Expenses 2019: $366,325Net Income 2019: $46,9932019Revenue 2020: $414,827Expenses 2020: $400,029Net Income 2020: $14,7982020Revenue 2021: $617,120Expenses 2021: $418,142Net Income 2021: $198,9782021Revenue 2022: $599,087Expenses 2022: $512,977Net Income 2022: $86,1102022Revenue 2023: $734,766Expenses 2023: $710,035Net Income 2023: $24,7312023Revenue 2024: $1,038,789Expenses 2024: $935,451Net Income 2024: $103,3382024

Highlighted filing

2013

Revenue$330,043
Expenses$286,755
Net Income$43,288
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 20, 2014
Return Version
2013v3.0
Gross Receipts
$330,043
Mission and Program Overview

Mission

Palm beach country club foundation, inc. Is organized and operated to provide financial assistance to individuals & palm beach county charities.

Provide financial assistance to individuals & palm beach county charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$309,454$352,742▲ $43,288
Total Assets$309,454$352,742▲ $43,288
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$309,454$352,742▲ $43,288
Total Net Assets Fund Balance$309,454$352,742▲ $43,288
Total Liabilities and Net Assets / Fund Balance$309,454$352,742▲ $43,288
Compensation and Service Providers

Board Members and Trustees

NameTitle
Arthur LoringPresident
David MackVice President
Alan CurtisDirector
David MoscowDirector
Ellen BlockDirector
Ira EichnerDirector
Michael SteinDirector
Richard RothschildDirector
Steven RappaportDirector
Vicki LoringDirector
Milton FineSecretary
Robert FromerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$330,010
Program Service Revenue
$0
Investment Income
$33
Other Revenue
$0
All Other Contributions
$330,010
Change in Net Assets
$43,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$285,000
Other Expenses$1,755
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$245,000--$245,000
Grants to Domestic Individuals$40,000--$40,000
Fees for Services Accounting-$1,660-$1,660
Office Expenses-$95-$95
Total Functional Expenses$285,000$1,755$0$286,755
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
59-1520581-501(c)(3)General Purpose Grant$25,000
59-1825937-501(c)(3)General Purpose Grant$20,000
59-1582799-501(c)(3)General Purpose Grant$20,000
90-0730105-501(c)(3)General Purpose Grant$20,000
59-1391115-501(c)(3)General Purpose Grant$20,000
59-2120896--General Purpose Grant$20,000
59-6213381-501(c)(3)General Purpose Grant$15,000
23-7102312-501(c)(3)General Purpose Grant$15,000
23-7153017-501(c)(3)General Purpose Grant$10,000
31-1481653-501(c)(3)General Purpose Grant$10,000
23-7060561-501(c)(3)General Purpose Grant$10,000
59-1084179-501(c)(3)General Purpose Grant$10,000
27-2615023-501(c)(3)General Purpose Grant$10,000
26-2656681-501(c)(3)General Purpose Grant$10,000
65-0395865-501(c)(3)General Purpose Grant$10,000
59-2433417-501(c)(3)General Purpose Grant$5,000
59-0873834-501(c)(3)General Purpose Grant$5,000
65-0482614-501(c)(3)General Purpose Grant$5,000
05-0571797-501(c)(3)General Purpose Grant$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

The president arthur loring & director vicki loring are husband and wife.

Form 990, Part VI, Section B, Line 11

The organization does not believe it is effective nor efficient for the entire governing board to review form 990 before filing. Thus, the governing board delegated the review of form 990 and the related schedules to the president and treasure. The president and treasurer review form 990 with the organization's outside cpa preparers prior to the filing of the form.

Form 990, Part VI, Section C, Line 18

The organization provides copies of form 990 and form 1023 upon request.

Form 990, Part VI, Section C, Line 19

The organization allows on site inspection of its governing documents.

Filing and Contact Details

Filer

EIN
20-1330372
Phone
5618443501

Signing Officer

Name
Arthur Loring
Title
President
Phone
5618443501
Signed
2014-08-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Arthur Loring
Formed
2004
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Preparer
Terri Burdine
Phone
5616971785
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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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IRS990ScheduleI/RecipientTable/CashGrantAmt1510000
IRS990ScheduleI/RecipientTable/CashGrantAmt1620000
IRS990ScheduleI/RecipientTable/CashGrantAmt1710000
IRS990ScheduleI/RecipientTable/CashGrantAmt1820000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL PURPOSE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL PURPOSE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL PURPOSE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL PURPOSE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL PURPOSE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL PURPOSE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GENERAL PURPOSE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7GENERAL PURPOSE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8GENERAL PURPOSE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9GENERAL PURPOSE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10GENERAL PURPOSE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11GENERAL PURPOSE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12GENERAL PURPOSE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13GENERAL PURPOSE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14GENERAL PURPOSE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt15GENERAL PURPOSE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt16GENERAL PURPOSE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt17GENERAL PURPOSE GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt18GENERAL PURPOSE GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10211 PALM BEACH TREASURE COAST INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE OF PBC & AFFILIATES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12ALZHEIMER'S COMMUNITY CARE INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13BOYS & GIRLS CLUB OF PBC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14THE CENTER FOR FAMILY SERVICES OF PALM BEACH COUNTY INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine15DEAF SERVICE CENTER OF PALM BEACH COUNTY INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine16HOSPICE OF PALM BEACH COUNTY INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine17JEWISH COMMUNITY CENTER OF THE GREATER PALM BEACHES INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine18LOLA & SAUL KRAMER SENIOR SERVICES AGENCY INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine19PALM BEACH DAY ACADEMY INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine110PALM BEACH FELLOWSHIP OF CHRISTIANS AND JEWS INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine111PALM BEACH HABILITATION CENTER INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine112PALM BEACH PUBLIC ELEMENTARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine113PALM BEACH SCHOOL FOR AUTISM INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine114THE PALM BEACH COUNTY SHERIFFS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine115PAR 3 FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine116PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASURE COAST INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine117SCHOOL OF THE ARTS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine118JOSEPH L MORSE GERIATRIC CENTER INC
IRS990ScheduleI/RecipientTable/RecipientEIN0237153017
IRS990ScheduleI/RecipientTable/RecipientEIN1591520581
IRS990ScheduleI/RecipientTable/RecipientEIN2311481653
IRS990ScheduleI/RecipientTable/RecipientEIN3237060561
IRS990ScheduleI/RecipientTable/RecipientEIN4591084179
IRS990ScheduleI/RecipientTable/RecipientEIN5592433417
IRS990ScheduleI/RecipientTable/RecipientEIN6591825937
IRS990ScheduleI/RecipientTable/RecipientEIN7591582799
IRS990ScheduleI/RecipientTable/RecipientEIN8900730105
IRS990ScheduleI/RecipientTable/RecipientEIN9590873834
IRS990ScheduleI/RecipientTable/RecipientEIN10650482614
IRS990ScheduleI/RecipientTable/RecipientEIN11596213381
IRS990ScheduleI/RecipientTable/RecipientEIN12237102312
IRS990ScheduleI/RecipientTable/RecipientEIN13050571797
IRS990ScheduleI/RecipientTable/RecipientEIN14272615023
IRS990ScheduleI/RecipientTable/RecipientEIN15262656681
IRS990ScheduleI/RecipientTable/RecipientEIN16591391115
IRS990ScheduleI/RecipientTable/RecipientEIN17650395865
IRS990ScheduleI/RecipientTable/RecipientEIN18592120896
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10PO BOX 3588
IRS990ScheduleI/RecipientTable/USAddress/AddressLine115841 CORPORATE WAY STE 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine12800 NORTHPOINT PARKWAY SUITE 101-B
IRS990ScheduleI/RecipientTable/USAddress/AddressLine13800 NORTHPOINT PARKWAY SUITE 204
IRS990ScheduleI/RecipientTable/USAddress/AddressLine144101 PARKER AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine153111 S DIXIE HWY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine165300 EAST AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine178500 JOG ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine184847 FRED GLADSTONE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine19241 SEAVIEW AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine110139 N COUNTY ROAD STE 36
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1114522 SOUTH CONGRESS AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine112239 COCOANUT ROW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1138480 LANTANA ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1143328 GUN CLUB ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine115400 ROYAL PALM WAY NO 304
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1162300 NORTH FLORIDA MANGO ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine117PO BOX 552
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1184847 FRED GLADSTONE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/City0LANTANA
IRS990ScheduleI/RecipientTable/USAddress/City1WEST PALM BEACH
IRS990ScheduleI/RecipientTable/USAddress/City2WEST PALM BEACH
IRS990ScheduleI/RecipientTable/USAddress/City3WEST PALM BEACH
IRS990ScheduleI/RecipientTable/USAddress/City4WEST PALM BEACH
IRS990ScheduleI/RecipientTable/USAddress/City5WEST PALM BEACH
IRS990ScheduleI/RecipientTable/USAddress/City6WEST PALM BEACH
IRS990ScheduleI/RecipientTable/USAddress/City7BOYNTON BEACH
IRS990ScheduleI/RecipientTable/USAddress/City8WEST PALM BEACH
IRS990ScheduleI/RecipientTable/USAddress/City9PALM BEACH
IRS990ScheduleI/RecipientTable/USAddress/City10PALM BEACH
IRS990ScheduleI/RecipientTable/USAddress/City11LAKE WORTH
IRS990ScheduleI/RecipientTable/USAddress/City12PALM BEACH
IRS990ScheduleI/RecipientTable/USAddress/City13LANTANA
IRS990ScheduleI/RecipientTable/USAddress/City14WEST PALM BEACH
IRS990ScheduleI/RecipientTable/USAddress/City15PALM BEACH
IRS990ScheduleI/RecipientTable/USAddress/City16WEST PALM BEACH
IRS990ScheduleI/RecipientTable/USAddress/City17WEST PALM BEACH
IRS990ScheduleI/RecipientTable/USAddress/City18WEST PALM BEACH
IRS990ScheduleI/RecipientTable/USAddress/State0FL
IRS990ScheduleI/RecipientTable/USAddress/State1FL
IRS990ScheduleI/RecipientTable/USAddress/State2FL
IRS990ScheduleI/RecipientTable/USAddress/State3FL
IRS990ScheduleI/RecipientTable/USAddress/State4FL
IRS990ScheduleI/RecipientTable/USAddress/State5FL
IRS990ScheduleI/RecipientTable/USAddress/State6FL
IRS990ScheduleI/RecipientTable/USAddress/State7FL
IRS990ScheduleI/RecipientTable/USAddress/State8FL
IRS990ScheduleI/RecipientTable/USAddress/State9FL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$1.04$0.94$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.73$0.71$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.60$0.51$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.62$0.42$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.41$0.40$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.41$0.37$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.33$0.36$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.36$0.34$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.37$0.37$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.32$0.32$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.33$0.34$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.33$0.29$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$0.28
2010Summary only. Only limited summary data is available for this year.$0.29$0.00$0.30$0.30$0.00