Civic Intelligence

Florida Sectionamerican Water Works Association

990 • Fiscal year 2019 • EIN 23-7027079

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 06, 2020

1320 Tennessee AvenueSt Cloud, FL 34769

(407) 979-4820

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

19th percentile

-11%

Higher net margin than 19% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

53rd percentile

4.0%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-3.2%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,432,661

Up $55,212 (+4.0%) from 2018

Net Assets

Up

$1,431,661

Up $56,438 (+4.1%) from 2018

Liabilities

Down

$1,000

Down $1,226 (-55%) from 2018

Revenue

Down

$1,257,231

Down $41,754 (-3.2%) from 2018

Expenses

Up

$1,396,383

Up $111,559 (+8.7%) from 2018

Net Income

Down

-$139,152

Down $153,313 (-1083%) from 2018

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,544,859Liabilities 2012: $103,814Net Assets 2012: $1,441,0452012Assets 2013: $1,662,072Liabilities 2013: $83,905Net Assets 2013: $1,578,1672013Assets 2014: $1,695,280Liabilities 2014: $72,831Net Assets 2014: $1,622,4492014Assets 2015: $1,619,419Liabilities 2015: $113,682Net Assets 2015: $1,505,7372015Assets 2016: $1,385,300Liabilities 2016: $4,000Net Assets 2016: $1,381,3002016Assets 2017: $1,546,855Liabilities 2017: $3,000Net Assets 2017: $1,543,8552017Assets 2018: $1,377,449Liabilities 2018: $2,226Net Assets 2018: $1,375,2232018Assets 2019: $1,432,661Liabilities 2019: $1,000Net Assets 2019: $1,431,6612019Assets 2020: $1,502,789Liabilities 2020: $50Net Assets 2020: $1,502,7392020Assets 2021: $1,522,716Liabilities 2021: $973Net Assets 2021: $1,521,7432021Assets 2022: $1,252,964Liabilities 2022: $5,286Net Assets 2022: $1,247,6782022Assets 2023: $1,347,010Liabilities 2023: $17,606Net Assets 2023: $1,329,4042023Assets 2024: $1,401,679Liabilities 2024: $5,544Net Assets 2024: $1,396,1352024

Highlighted filing

2019

Assets$1,432,661
Liabilities$1,000
Net Assets$1,431,661

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $971,9602012Revenue 2013: $960,412Expenses 2013: $942,730Net Income 2013: $17,6822013Revenue 2014: $1,052,776Expenses 2014: $942,636Net Income 2014: $110,1402014Revenue 2015: $1,016,324Expenses 2015: $1,048,733Net Income 2015: -$32,4092015Revenue 2016: $980,878Expenses 2016: $1,112,477Net Income 2016: -$131,5992016Revenue 2017: $1,214,499Expenses 2017: $1,122,310Net Income 2017: $92,1892017Revenue 2018: $1,298,985Expenses 2018: $1,284,824Net Income 2018: $14,1612018Revenue 2019: $1,257,231Expenses 2019: $1,396,383Net Income 2019: -$139,1522019Revenue 2020: $877,562Expenses 2020: $886,782Net Income 2020: -$9,2202020Revenue 2021: $1,042,082Expenses 2021: $1,022,278Net Income 2021: $19,8042021Revenue 2022: $1,271,469Expenses 2022: $1,221,135Net Income 2022: $50,3342022Revenue 2023: $2,170,432Expenses 2023: $2,206,643Net Income 2023: -$36,2112023Revenue 2024: $2,205,659Expenses 2024: $2,169,224Net Income 2024: $36,4352024

Highlighted filing

2019

Revenue$1,257,231
Expenses$1,396,383
Net Income-$139,152
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 6, 2020
Return Version
2019v5.0
Gross Receipts
$1,538,359
Mission and Program Overview

Mission

To unite the water community to effectively manage water, the worlds most important resource.

Uniting the water community to effectively manage water, the worlds most important resource.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,188,926$1,357,607▲ $168,681
Cash and Non-Interest-Bearing Accounts$82,283$55,914▼ $26,369
Savings and Temporary Cash Investments$100,764$10,808▼ $89,956
Prepaid Expenses and Deferred Charges$4,500$6,845▲ $2,345
Land, Buildings, and Equipment, Net$976$1,487▲ $511
Total Assets$1,377,449$1,432,661▲ $55,212
Liabilities
Deferred Revenue$2,000$1,000▼ $1,000
Other Liabilities$226--
Total Liabilities$2,226$1,000▼ $1,226
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$891,244$858,707▼ $32,537
Net Assets With Donor Restrictions$483,979$572,954▲ $88,975
Total Net Assets Fund Balance$1,375,223$1,431,661▲ $56,438
Total Liabilities and Net Assets / Fund Balance$1,377,449$1,432,661▲ $55,212

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,487$7,501$8,988
Other Land Buildings-$2,009$2,009
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dr Fred Bloetscher PhdChair Elect
Kim KowalskiChairman
Michael F BaileyPast Chair
Emilie MooreVice Chair
Richard AndersonGen Policy D
Greg TaylorSecretary
Mark D LehighSection Dire
Marjorie CraigTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$418,770
Program Service Revenue
$546,237
Investment Income
$86,831
Other Revenue
$205,393
All Other Contributions
$418,770
Change in Net Assets
$-139,152
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,126,265
Salaries, Compensation, and Employee Benefits$270,118
Total Fundraising Expense$211,668
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$444,464--$444,464
Other Salaries and Wages-$235,427-$235,427
All Other Expenses$10,279$52,141$10,152$72,572
Other Expenses$67,699-$201,516$67,699
Travel$35,778$14,662-$50,440
Insurance-$49,440-$49,440
Advertising$28,880--$28,880
Occupancy-$21,960-$21,960
Office Expenses$21,888--$21,888
Payroll Taxes-$18,038-$18,038
Pension Plan Contributions-$16,248-$16,248
Fees for Services Accounting-$8,765-$8,765
Depreciation Depletion$630--$630
Other Employee Benefits-$405-$405
Total Functional Expenses$767,629$417,086$211,668$1,396,383
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$192,104
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Regions/social$184,424$184,424-$184,424
Golf Tournament$7,680$7,680-$7,680
Total Events$192,104$192,104-$192,104
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 35% controlled entity
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, Page 6, Part VI, Line 11B

Organization's financial personel review form 990 with cpa annually.

Form 990, Page 6, Part VI, Line 19

Documents are available to the public upon request

Filing and Contact Details

Filer

Filer Name
Florida Section American Water
EIN
23-7027079
Phone
4079794820
Address
1320 TENNESSEE AVENUE, ST CLOUD, FL 34769

Signing Officer

Name
Marjorie Craig
Title
Treasurer
Phone
4079794820
Signed
2020-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Kowalski
Formed
1969
Legal Domicile
Fl
Voting Board Members
33
Independent Board Members
33
Employees
4
Volunteers
300

Preparer

Firm
Faber & Faber Pa
Address
1470 MINNESOTA AVENUE, WINTER PARK, FL 32789
Preparer
Ronald C Faber
Phone
4076449580
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Publication of "florida water resources journal- and other informational/educational publications.

Form 990, Part XI

Line 5 - other changes in net assets or fund balances

Form 990, Part XI, Line 9

Unrealized investment gains - restricted 85,216 unrealized investment gains - unrestricted 110,375 unrealized investment loss-unrestricted 0 unrealized investment loss- restricted 0 rounding adjustment -1 total 195,590

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IRS990/PYSalariesCompEmpBnftPaidAmt0249044
IRS990/PYTotalExpensesAmt01284824
IRS990/PYTotalRevenueAmt01298985
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-139152
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0450389
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100764
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010808
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0418770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0426706
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0229400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0115573
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0189665
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01380114
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt026605
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt029403
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt027311
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt023649
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012734
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0119702
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0546237
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0567155
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0511496
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0472324
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0519893
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02617105
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0192104
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0197906
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0320791
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0290975
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0241285
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt01243061
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt026605
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt029403
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt027311
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt023649
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012734
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0119702
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.03000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt012289
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt011258
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt010074
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt010025
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt08500
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt052146
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96820
IRS990ScheduleA/PublicSupportPY509Pct00.96490
IRS990ScheduleA/PublicSupportTotal509Amt05240280
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01157111
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01191767
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01061687
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0878872
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0950843
IRS990ScheduleA/Total509Grp/TotalAmt05240280
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01196005
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01232428
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01099072
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0912546
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0972077
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05412128
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01487
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07501
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08988
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02009
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02009
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01487
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0REGIONS/SOCIAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0184424
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07680
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0192104
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0184424
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07680
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0192104
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0192104
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PUBLICATION OF "FLORIDA WATER RESOURCES JOURNAL- AND OTHER INFORMATIONAL/EDUCATIONAL PUBLICATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION'S FINANCIAL PERSONEL REVIEW FORM 990 WITH CPA ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LINE 5 - OTHER CHANGES IN NET ASSETS OR FUND BALANCES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED INVESTMENT GAINS - RESTRICTED 85,216 UNREALIZED INVESTMENT GAINS - UNRESTRICTED 110,375 UNREALIZED INVESTMENT LOSS-UNRESTRICTED 0 UNREALIZED INVESTMENT LOSS- RESTRICTED 0 ROUNDING ADJUSTMENT -1 TOTAL 195,590
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01377449
IRS990/TotalAssetsEOYAmt01432661
IRS990/TotalAssetsGrp/BOYAmt01377449
IRS990/TotalAssetsGrp/EOYAmt01432661
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0418770
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0211668
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0417086
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0767629
IRS990/TotalFunctionalExpensesGrp/TotalAmt01396383
IRS990/TotalGrossUBIAmt013289
IRS990/TotalLiabilitiesBOYAmt02226
IRS990/TotalLiabilitiesEOYAmt01000
IRS990/TotalLiabilitiesGrp/BOYAmt02226
IRS990/TotalLiabilitiesGrp/EOYAmt01000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01375223
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01431661
IRS990/TotalOtherProgSrvcExpenseAmt021888
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt05013
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt05013
IRS990/TotalProgramServiceExpensesAmt0767629
IRS990/TotalProgramServiceRevenueAmt0546237
IRS990/TotalRevenueGrp/ExclusionAmt0254906
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0570266
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01257231
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt013289
IRS990/TotalVolunteersCnt0300
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01377449
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01432661
IRS990/TravelGrp/ManagementAndGeneralAmt014662
IRS990/TravelGrp/ProgramServicesAmt035778
IRS990/TravelGrp/TotalAmt050440

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