Civic Intelligence

Pinellas Community Foundation

990 • Fiscal year 2013 • EIN 23-7113194

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 28, 2014

5200 East Bay Drive33764

(727) 531-0058

Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

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

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

3rd percentile

0.00x

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

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

6th percentile

$55,291

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Asset Growth

66th percentile

9.3%

Faster asset growth than 66% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Up

$85,607,432

Up $7,319,661 (+9.3%) from 2012

Net Assets

Up

$85,607,432

Up $7,319,661 (+9.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$3,210,152

No earlier filing loaded for comparison.

Expenses

Down

$2,730,528

Down $9,763,612 (-78%) from 2012

Net Income

$479,624

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.

$200M$150M$100M$50M$0Assets 2010: $82,551,652Liabilities 2010: $0Net Assets 2010: $82,551,6522010Assets 2011: $83,740,599Liabilities 2011: $0Net Assets 2011: $83,740,5992011Assets 2012: $78,287,771Liabilities 2012: $0Net Assets 2012: $78,287,7712012Assets 2013: $85,607,432Liabilities 2013: $0Net Assets 2013: $85,607,4322013Assets 2014: $87,741,573Liabilities 2014: $0Net Assets 2014: $87,741,5732014Assets 2015: $85,672,957Liabilities 2015: $0Net Assets 2015: $85,672,9572015Assets 2017: $98,168,151Liabilities 2017: $15,023Net Assets 2017: $98,153,1282017Assets 2018: $97,426,209Liabilities 2018: $53,294Net Assets 2018: $97,372,9152018Assets 2019: $120,047,340Liabilities 2019: $63,249Net Assets 2019: $119,984,0912019Assets 2020: $135,249,213Liabilities 2020: $5,644,002Net Assets 2020: $129,605,2112020Assets 2021: $142,858,566Liabilities 2021: $1,217,908Net Assets 2021: $141,640,6582021Assets 2022: $118,703,653Liabilities 2022: $312,710Net Assets 2022: $118,390,9432022Assets 2024: $154,557,687Liabilities 2024: $8,086,992Net Assets 2024: $146,470,6952024

Highlighted filing

2013

Assets$85,607,432
Liabilities$0
Net Assets$85,607,432

Operations Trend

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

$30M$20M$10M$0Expenses 2010: $2,388,4092010Expenses 2011: $2,757,8922011Expenses 2012: $12,494,1402012Revenue 2013: $3,210,152Expenses 2013: $2,730,528Net Income 2013: $479,6242013Revenue 2014: $3,119,948Expenses 2014: $2,698,232Net Income 2014: $421,7162014Revenue 2015: $4,115,222Expenses 2015: $2,941,871Net Income 2015: $1,173,3512015Revenue 2017: $9,151,083Expenses 2017: $3,559,599Net Income 2017: $5,591,4842017Revenue 2018: $12,646,495Expenses 2018: $4,210,652Net Income 2018: $8,435,8432018Revenue 2019: $15,327,688Expenses 2019: $5,121,765Net Income 2019: $10,205,9232019Revenue 2020: $24,159,880Expenses 2020: $20,682,020Net Income 2020: $3,477,8602020Revenue 2021: $23,264,951Expenses 2021: $18,892,031Net Income 2021: $4,372,9202021Revenue 2022: $8,175,378Expenses 2022: $7,842,991Net Income 2022: $332,3872022Revenue 2024: $21,652,227Expenses 2024: $17,825,459Net Income 2024: $3,826,7682024

Highlighted filing

2013

Revenue$3,210,152
Expenses$2,730,528
Net Income$479,624
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 28, 2014
Return Version
2013v3.1
Gross Receipts
$3,210,152
Mission and Program Overview

Mission

To improve the quality of life in our community by bringing together philanthropy and solutions to local issues. From the issues of childhood hunger, homelessness, or quality healthcare to arts education or college scholarships, pcf supports a diverse set of nonprofit organizations and causes that have a deep and broad-ranging impact reflective of both the community's needs and donor wishes.

Investment management and making of grants to beneficiaries

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$77,491,148$84,827,848▲ $7,336,700
Savings and Temporary Cash Investments$796,623$779,584▼ $17,039
Total Assets$78,287,771$85,607,432▲ $7,319,661
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$55,161,317$60,342,110▲ $5,180,793
Unrestricted Net Assets$23,126,454$25,265,322▲ $2,138,868
Total Net Assets Fund Balance$78,287,771$85,607,432▲ $7,319,661
Total Liabilities and Net Assets / Fund Balance$78,287,771$85,607,432▲ $7,319,661

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$55,161,317$461,789▲ $1,909,088-$55,623,106
2012$56,476,957$143,199▲ $4,397,858-$49,976,717
2011$61,166,150$1,029,002▲ $1,360,798-$61,606,957
2010$44,258,797$13,837,296▲ $4,628,197-$61,166,150
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Julie ScalesSecretary and Executive DirecPT$55,291$55,291

Board Members and Trustees

NameTitle
Byron C Smith CPAVice-Chair
David SietsmaBoard Member
Jeannine WilliamsBoard Member
Joseph W Fleece IiiBoard Member
Judge Irene SullivanBoard Member
Judith B PowersBoard Member
Louie N Adcock JrBoard Member
Maria Nieves EdmondsBoard Member
Peggy OSheaBoard Member
Robert J Entel MdBoard Member
Sallie a ParksBoard Member
Sandra F Diamond EsqBoard Member
Sarah E WilliamsBoard Member
Virginia Webb RowellBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$544,516
Program Service Revenue
$0
Investment Income
$2,665,636
Other Revenue
$0
All Other Contributions
$544,516
Change in Net Assets
$479,624

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,210,152
Revenue Not Reported on Form 990
$6,840,037
Total Revenue per Audited Statements
$10,050,189
Total Revenue per Form 990
$3,210,152
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,993,271
Other Expenses$635,142
Salaries, Compensation, and Employee Benefits$102,115
Total Fundraising Expense$16,971
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,993,271--$1,993,271
Fees for Service Investment Mgmnt Fees$588,288--$588,288
Current Officers, Directors, Trustees, and Key Employees$52,526$2,765-$55,291
Other Salaries and Wages$33,059$1,740-$34,799
All Other Expenses-$12,019-$12,019
Fees for Services Accounting-$8,400-$8,400
Payroll Taxes$6,583$347-$6,930
Insurance-$4,124-$4,124
Pension Plan Contributions$2,560$135-$2,695
Other Employee Benefits$2,280$120-$2,400
Conferences and Meetings$2,215--$2,215
Travel$604--$604
Other Expenses-$10$16,971$10
Total Functional Expenses$2,681,386$32,171$16,971$2,730,528

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,730,528
Total Expenses per Audited Statements$2,730,528
Total Expenses per Form 990$2,730,528
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

Committee reviews form 990

Conflict of interest policy compliance Part VI line 12C

Monitored by executive director and chair

CEO executive director top management comp Part VI line 15A

Committee approves exective director compensation

Other officer or key employee compensation Part VI line 15B

Committee approves exective director compensation

Governing documents etc available to public Part VI line 19

Annual report and audited financial statements available on request

Filing and Contact Details

Filer

EIN
23-7113194

Signing Officer

Name
Julie Scales
Title
Executive Direc
Phone
7275310058
Signed
2014-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Scales
Formed
1969
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
14
Employees
2

Preparer

Preparer
Andrew J Csanady
Phone
7273603481
Raw XML AppendixShowing 400 of 459 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0INVESTMENT MANAGEMENT AND MAKING OF GRANTS TO BENEFICIARIES
IRS990/AllOtherContributionsAmt0544516
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt012019
IRS990/AllOtherExpensesGrp/TotalAmt012019
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Julie Scales
IRS990/BooksInCareOfDetail/PhoneNum07275310058
IRS990/BooksInCareOfDetail/USAddress/AddressLine105200 EAST BAY DRIVE
IRS990/BooksInCareOfDetail/USAddress/City0Clearwater
IRS990/BooksInCareOfDetail/USAddress/State0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCode033764
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt02765
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt052526
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt055291
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02215
IRS990/ConferencesMeetingsGrp/TotalAmt02215
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0544516
IRS990/CYGrantsAndSimilarPaidAmt01993271
IRS990/CYInvestmentIncomeAmt02665636
IRS990/CYOtherExpensesAmt0635142
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0479624
IRS990/CYSalariesCompEmpBnftPaidAmt0102115
IRS990/CYTotalExpensesAmt02730528
IRS990/CYTotalFundraisingExpenseAmt016971
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03210152
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0INVESTMENT MANAGEMENT AND MAKING OF GRANTS TO BENEFICIARIES
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/ExpenseAmt02681386
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08400
IRS990/FeesForServicesAccountingGrp/TotalAmt08400
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0588288
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0588288
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1430.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0LOUIE N ADCOCK JR
IRS990/Form990PartVIISectionAGrp/PersonNm1SANDRA F DIAMOND ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm2MARIA NIEVES EDMONDS
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT J ENTEL MD
IRS990/Form990PartVIISectionAGrp/PersonNm4JOSEPH W FLEECE III
IRS990/Form990PartVIISectionAGrp/PersonNm5Peggy OShea
IRS990/Form990PartVIISectionAGrp/PersonNm6SALLIE A PARKS
IRS990/Form990PartVIISectionAGrp/PersonNm7VIRGINIA WEBB ROWELL
IRS990/Form990PartVIISectionAGrp/PersonNm8BYRON C SMITH CPA
IRS990/Form990PartVIISectionAGrp/PersonNm9JUDITH B POWERS
IRS990/Form990PartVIISectionAGrp/PersonNm10David Sietsma
IRS990/Form990PartVIISectionAGrp/PersonNm11JUDGE IRENE SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm12SARAH E WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm13Jeannine Williams
IRS990/Form990PartVIISectionAGrp/PersonNm14Julie Scales
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1455291
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Secretary and Executive Direc
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt01993271
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01993271
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01993271
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03210152
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04124
IRS990/InsuranceGrp/TotalAmt04124
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02665636
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02665636
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt077491148
IRS990/InvestmentsPubTradedSecGrp/EOYAmt084827848
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0INVESTMENT MANAGEMENT AND MAKING OF GRANTS TO BENEFICIARIES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt078287771
IRS990/NetAssetsOrFundBalancesEOYAmt085607432
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06840037
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0120
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02280
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02400
IRS990/OtherExpensesGrp/Desc0Marketing
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/Desc2Postage
IRS990/OtherExpensesGrp/Desc3Permits
IRS990/OtherExpensesGrp/FundraisingAmt016971
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0477
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12034
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210
IRS990/OtherExpensesGrp/TotalAmt016971
IRS990/OtherExpensesGrp/TotalAmt1477
IRS990/OtherExpensesGrp/TotalAmt22034
IRS990/OtherExpensesGrp/TotalAmt310
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01740
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt033059
IRS990/OtherSalariesAndWagesGrp/TotalAmt034799
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0347
IRS990/PayrollTaxesGrp/ProgramServicesAmt06583
IRS990/PayrollTaxesGrp/TotalAmt06930
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0135
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02560
IRS990/PensionPlanContributionsGrp/TotalAmt02695
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt055161317
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt060342110
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Julie Scales
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0825884
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt011727266
IRS990/PYInvestmentIncomeAmt02991227
IRS990/PYOtherExpensesAmt0666400
IRS990/PYOtherRevenueAmt0-585183
IRS990/PYRevenuesLessExpensesAmt0-9262212
IRS990/PYSalariesCompEmpBnftPaidAmt0100474
IRS990/PYTotalExpensesAmt012494140
IRS990/PYTotalRevenueAmt03231928
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0479624
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt010050189
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0796623
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0779584
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0123456789
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501 C 3
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01688185
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10SEE ATTACHED
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01688185
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0492550
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt055161317
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0461789
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt055623106
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01416538
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01909088
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0542810
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt056476957
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0143199
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt049976717
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt010498487
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04397858
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0437015
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt061166150
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01029002
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt061606957
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01511978
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01360798
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0388598
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt044258797
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt013837296
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt061166150
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01169542
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04628197
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt074333
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt095000
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt01024519
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt02730528
IRS990ScheduleD/NetUnrealizedGainsInvstAmt06840037
IRS990ScheduleD/RevenueNotReportedAmt06840037
IRS990ScheduleD/RevenueSubtotalAmt03210152
IRS990ScheduleD/TotalExpensesPerForm990Amt02730528
IRS990ScheduleD/TotalRevenuePerForm990Amt03210152
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010050189
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02730528
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10SEE ATTACHED
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATON RECORDS IN MINUTES THE GRANT DETERMINATION PROCESS OF VARIOUS COMMITTEES
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMITTEE REVIEWS FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MONITORED BY EXECUTIVE DIRECTOR AND CHAIR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMITTEE APPROVES EXECTIVE DIRECTOR COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMITTEE APPROVES EXECTIVE DIRECTOR COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL REPORT AND AUDITED FINANCIAL STATEMENTS AVAILABLE ON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt078287771
IRS990/TotalAssetsEOYAmt085607432
IRS990/TotalAssetsGrp/BOYAmt078287771
IRS990/TotalAssetsGrp/EOYAmt085607432
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0544516
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt016971

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$155$8.09$146$21.7$17.8$3.83
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$119$0.31$118$8.18$7.84$0.33
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$143$1.22$142$23.3$18.9$4.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$135$5.64$130$24.2$20.7$3.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$120$0.06$120$15.3$5.12$10.2
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.4$0.05$97.4$12.6$4.21$8.44
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$98.2$0.02$98.2$9.15$3.56$5.59
2015Detailed filing. Detailed filing data is available for this year.$85.7$0.00$85.7$4.12$2.94$1.17
2014Detailed filing. Detailed filing data is available for this year.$87.7$0.00$87.7$3.12$2.70$0.42
2013Detailed filing. Detailed filing data is available for this year.$85.6$0.00$85.6$3.21$2.73$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.3$0.00$78.3$12.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$83.7$0.00$83.7$2.76
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.6$0.00$82.6$2.39