Civic Intelligence

The Bill & Ann Templeton Foundation

EIN 20-3073117 • Sarasota, FL

2185 Ringling BoulevardSarasota, FL 34237-7003
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

82nd percentile

38%

Higher net margin than 82% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$275,158

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

57th percentile

6.8%

Faster asset growth than 57% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

86%

Faster revenue growth than 87% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$53,174,148

Up $3,366,039 (+6.8%) from 2023

Liabilities

Up

$19,677

Up $16,601 (+540%) from 2023

Net Assets

Up

$53,154,471

Up $3,349,438 (+6.7%) from 2023

Revenue

Up

$4,502,495

Up $2,081,251 (+86%) from 2023

Expenses

Up

$2,796,944

Up $221,422 (+8.6%) from 2023

Net Income

Up

$1,705,551

Up $1,859,829 (+1206%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $197,136Liabilities 2011: $737Net Assets 2011: $196,3992011Assets 2012: $761,903Liabilities 2012: $02012Assets 2013: $1,620,670Liabilities 2013: $02013Assets 2014: $30,697,056Liabilities 2014: $600,0002014Assets 2015: $31,246,083Liabilities 2015: $600,0002015Assets 2019: $37,535,895Liabilities 2019: $600,0002019Assets 2020: $45,520,213Liabilities 2020: $02020Assets 2021: $45,574,651Liabilities 2021: $0Net Assets 2021: $45,574,6512021Assets 2022: $49,578,099Liabilities 2022: $3,208Net Assets 2022: $49,574,8912022Assets 2023: $49,808,109Liabilities 2023: $3,076Net Assets 2023: $49,805,0332023Assets 2024: $53,174,148Liabilities 2024: $19,677Net Assets 2024: $53,154,4712024

Highlighted filing

2024

Assets$53,174,148
Liabilities$19,677
Net Assets$53,154,471

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2011: $97,3552011Revenue 2012: $1,011,546Expenses 2012: $446,042Net Income 2012: $565,5042012Revenue 2013: $1,040,242Expenses 2013: $181,475Net Income 2013: $858,7672013Revenue 2014: $28,746,959Expenses 2014: $266,173Net Income 2014: $28,480,7862014Revenue 2015: $1,397,996Expenses 2015: $819,499Net Income 2015: $578,4972015Revenue 2019: $4,770,881Expenses 2019: $2,039,855Net Income 2019: $2,731,0262019Revenue 2020: $10,380,936Expenses 2020: $2,024,313Net Income 2020: $8,356,6232020Revenue 2021: $2,787,116Expenses 2021: $4,592,727Net Income 2021: -$1,805,6112021Revenue 2022: $2,082,304Expenses 2022: $2,455,205Net Income 2022: -$372,9012022Revenue 2023: $2,421,244Expenses 2023: $2,575,522Net Income 2023: -$154,2782023Revenue 2024: $4,502,495Expenses 2024: $2,796,944Net Income 2024: $1,705,5512024

Highlighted filing

2024

Revenue$4,502,495
Expenses$2,796,944
Net Income$1,705,551

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Apr 10, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terry TempletonPresident / DirectorFT$224,889$50,269$275,158
Cathryn A HarperSecretary / TreasurerFT$66,500$10,261$76,761
Jay CrouseVice President / Director-$0--
Reuben BeachyDirector-$0--
Paul CrawleyDirector-$0--
Paul BradyDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Bill & Ann Templeton Foundation
EIN
20-3073117
Phone
9413658603
Address
2185 Ringling Boulevard, Sarasota, FL 34237-7003

Signing Officer

Name
Terry Templeton
Title
President
Phone
9413658603
Signed
2025-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Batts Morrison Wales and Lee PA
Address
801 North Orange Avenue Suite 800, Orlando, FL 32801
Preparer
Michele M Wales CPA
Phone
4077706000
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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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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0826271
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt012933
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt01849
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt014782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03386928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0171862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0171862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03558790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0171862
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01705551
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01643887
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt053154471
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt049805033
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt053154471
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02472451
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02472451
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02472451
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02532128
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt059677
IRS990PF/DistributableAmountGrp/TotalTaxAmt059677
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt063800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt059677
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt059677
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt059677
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt063800
IRS990PF/FMVAssetsEOYAmt053174148
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt020540
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0784228
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0784228
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012279425
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt014306510
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt014306510
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt035975000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt087669
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0339340
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt035975000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt035975000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt035975000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0264465
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0251671
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0251671
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt049805033
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt053154471
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04550
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04550
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04550
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt03076
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt019677
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01264129
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01852189
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01852189
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt049808109
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt053174148
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt053174148
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03076
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt019677
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt049808109
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt053174148
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt049805033
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt053154471
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt051413759
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01227417
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt014206792
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0771206
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt035979550
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02532128
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt050642553
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt051413759
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0UnitedHealthcare
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Bird Loechl McCants & Holliday LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt058472
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt152642
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Health Insurance
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Legal Services
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt09700 Health Care Ln
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt13350 Riverwood Pkwy SE Ste 670
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Minnetonka
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Atlanta
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd055343
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd130339
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0224889
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt166500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt050269
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt110261
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Terry Templeton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Cathryn A Harper
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jay Crouse
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Reuben Beachy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Paul Crawley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Paul Brady

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