Civic Intelligence

Mount Dora Community Trust

EIN 23-7227875 • 501(c)3 • Mount Dora, FL

Profile

Established in 1972, the Mount Dora Community Trust is a tax-exempt charitable organization created to provide the Mount Dora area community with funding for public, educational, charitable or benevolent projects and purposes. The Trust continues the mission to provide outreach programs to schools, charities and civic causes through the generous actions and financial support of Mount Dora residents and businesses committed to promoting the communitys unity and prosperity

PO Box 1406Mount Dora, FL 32756-1406

mountdoracommunitytrust.com

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

6th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

85th percentile

40%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

84th percentile

$332,976

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

57th percentile

7.2%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-7.8%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Up

$23,093,907

Up $1,541,059 (+7.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$23,093,907

Up $1,541,059 (+7.2%) from 2022

Revenue

Down

$3,882,915

Down $327,048 (-7.8%) from 2022

Expenses

Up

$2,341,856

Up $433,232 (+23%) from 2022

Net Income

Down

$1,541,059

Down $760,280 (-33%) from 2022

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $9,592,794Liabilities 2010: $0Net Assets 2010: $9,592,7942010Assets 2013: $10,419,891Liabilities 2013: $500Net Assets 2013: $10,419,3912013Assets 2014: $11,440,351Liabilities 2014: $7,258Net Assets 2014: $11,433,0932014Assets 2015: $12,066,024Liabilities 2015: $0Net Assets 2015: $12,066,0242015Assets 2016: $13,506,548Liabilities 2016: $0Net Assets 2016: $13,506,5482016Assets 2017: $13,968,040Liabilities 2017: $0Net Assets 2017: $13,968,0402017Assets 2019: $15,560,526Liabilities 2019: $0Net Assets 2019: $15,560,5262019Assets 2020: $16,403,596Liabilities 2020: $0Net Assets 2020: $16,403,5962020Assets 2022: $21,552,848Liabilities 2022: $0Net Assets 2022: $21,552,8482022Assets 2023: $23,093,907Liabilities 2023: $0Net Assets 2023: $23,093,9072023

Highlighted filing

2023

Assets$23,093,907
Liabilities$0
Net Assets$23,093,907

Operations Trend

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

$6.0M$4.0M$2.0M$0Expenses 2010: $677,3922010Expenses 2013: $578,8252013Revenue 2014: $1,722,832Expenses 2014: $709,130Net Income 2014: $1,013,7022014Revenue 2015: $1,368,989Expenses 2015: $736,058Net Income 2015: $632,9312015Revenue 2016: $2,144,970Expenses 2016: $704,446Net Income 2016: $1,440,5242016Revenue 2017: $1,460,006Expenses 2017: $998,514Net Income 2017: $461,4922017Revenue 2019: $1,369,636Expenses 2019: $931,324Net Income 2019: $438,3122019Revenue 2020: $1,693,948Expenses 2020: $850,878Net Income 2020: $843,0702020Revenue 2022: $4,209,963Expenses 2022: $1,908,624Net Income 2022: $2,301,3392022Revenue 2023: $3,882,915Expenses 2023: $2,341,856Net Income 2023: $1,541,0592023

Highlighted filing

2023

Revenue$3,882,915
Expenses$2,341,856
Net Income$1,541,059

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Nov 21, 2023
Return Version
2022v5.0
Gross Receipts
$16,904,438
Mission and Program Overview

Mission

Established in 1972, the mount dora community trust aims to enrich the quality of mount dora and northeast lake county by maximizing perpetual giving, promoting leadership in the community, and pairing donors with the causes they are passionate about.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$19,055,727$20,318,588▲ $1,262,861
Savings and Temporary Cash Investments$1,820,115$2,226,269▲ $406,154
Land, Buildings, and Equipment, Net$636,701$515,775▼ $120,926
Other Notes and Loans Receivable, Net$40,305$32,973▼ $7,332
Cash and Non-Interest-Bearing Accounts-$302-
Total Assets$21,552,848$23,093,907▲ $1,541,059
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$15,727,751$16,512,047▲ $784,296
Net Assets Without Donor Restrictions$5,825,097$6,581,860▲ $756,763
Total Net Assets Fund Balance$21,552,848$23,093,907▲ $1,541,059
Total Liabilities and Net Assets / Fund Balance$21,552,848$23,093,907▲ $1,541,059

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$409,513$93,335$502,848
Land$100,000-$100,000
Other Land Buildings$6,262$15,485$21,747
Equipment-$14,375$14,375

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$6,634,086$252,051▲ $360,414-$7,060,793
2021$7,226,051$39,391▼ $419,331-$6,634,086
2020$6,017,287$88,098▲ $1,299,949-$7,226,051
2019$3,914,317$1,802,719▲ $457,872-$6,017,287
2018$2,677,185$1,744,213▼ $376,838-$3,914,317
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
First National Bank of Mt DoraTrusteeFT$332,976$332,976
Rob EnglishExecutive DirectorFT$89,904$89,904
Sarah HerrickProgram DirectorFT$64,808$64,808
Tabitha MooreCommunity Impact CoordinatorFT$35,423$35,423
Kim DelvernoisAdmin AssistantFT$17,909$17,909

Board Members and Trustees

NameTitle
Kim StewartDistribution Committee Chairp
Billy BrooksDistribution Committee
Bobby RoweDistribution Committee
Crissy StileDistribution Committee
Edee RobinsonDistribution Committee
Revenue and Support

Revenue Composition

Contributions and Grants
$2,525,575
Program Service Revenue
$0
Investment Income
$1,247,008
Other Revenue
$110,332
All Other Contributions
$2,525,575
Change in Net Assets
$1,541,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,547,976
Salaries, Compensation, and Employee Benefits$581,642
Other Expenses$212,238
Total Fundraising Expense$23,816
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,440,947--$1,440,947
Current Officers, Directors, Trustees, and Key Employees$321,992$94,451$12,880$429,323
Other Salaries and Wages$99,254$29,115$3,970$132,339
Occupancy$86,198$25,285$3,448$114,931
Grants to Domestic Individuals$107,029--$107,029
Fees for Services Legal$14,202$4,166$568$18,936
Insurance$13,695$4,017$548$18,260
Payroll Taxes$13,485$3,956$539$17,980
Other Expenses$10,281$3,016$411$13,708
Fees for Services Accounting$2,288$671$91$3,050
Other Employee Benefits$1,500$440$60$2,000
Depreciation Depletion$918$269$37$1,224
Total Functional Expenses$2,143,386$174,654$23,816$2,341,856
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lake Cares IncMount Dora, FL501c3Food Pantry Capital Campaign$100,000
Mount Dora Lawn Bowling ClubMount Dora, FL501c7Covid Recovery$75,000
Triangle Elementary SchoolMount Dora, FLGovtDigital Marquee$44,723
Mount Dora High SchoolMount Dora, FLGovtMusic Tech & Sound Engineering Lab$25,000
Special Hearts Farm IncGotha, FL501c3Animal Welfare Project$20,000
Educational Foundation of LakeTavares, FL501c3Take Stock in Children$12,600
Cornerstone Hospice FoundationTavares, FL501c3Camp Bridges for Grieving Children$10,000
Early Learning CoalitionLeesburg, FL501c3School Readiness$10,000
Find Feed RestoreClermont, FL501c3Housing First$10,000
Milestones Family ServicesClermont, FL501c3Crisis Oriented Counseling Program$10,000
We Care of Lake County IncMount Dora, FL501c3We Care Ride to Health$10,000
Camp Boggy CreekEustis, FL501c32023 Summer Camp Sessions$7,500
Villagers for VeteransThe Villages, FL501c3Ashelys Cottage$7,500
Create ConservatoryMount Dora, FL501c3Outdoor Eating Area$5,000
Haven of Lake & Sumter CountiesLeesburg, FL501c3Domestic Violence & Sexual Assult Svcs$5,000
Mout Dora Youth Football LeagueMount Dora, FL501c3Scholarships Equipment Training$5,000
Polka Dogz Pet RescueOakland, FL501c3Animal Shelter Connection$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
Annual disclosure for covered persons
Yes
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
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

Trustee and distribution committee members are provided a draft copy of the form 990 for their review, changes noted by members are made as necessary, and the final form 990 is then filed upon signature of the trustee.

Conflict of interest policy compliance Part VI line 12C

During meetings of the governing body, any potential conflicts of interest required to be disclosed by officers and trustees are reviewed and further action is taken if necessary. This is documented in the minutes.

CEO executive director top management comp Part VI line 15A

Compensation of the executive director is reviewed and approved by the trustee, provided that persons with conflicts of interest with respect to the compensation arrangement at issue are not involved. Compensation is reviewed using data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. There is contemporaneous documentation and record keeping with respect to the deliberations and decisions regarding the compensation arrangement.

Other officer or key employee compensation Part VI line 15B

Compensation of the trustee is reviewed and approved by the governing body of the organization. Compensation of employees is reviewed and approved by the trustee with input from the organizations ceo, provided that persons with conflicts of interest with respect to the compensation arrangement at issue are not involved. Compensation is reviewed using data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. There is contemporaneous documentation and record keeping with respect to the deliberations and decisions regarding the compensation arrangement.

Governing documents etc available to public Part VI line 19

Governing docs, policies and financial statements are available upon request for a reasonable copying fee.

Filing and Contact Details

Filer

Filer Name
Mount Dora Community Trust
EIN
23-7227875
Address
PO BOX 1406, MOUNT DORA, FL 32756-1406

Signing Officer

Name
First National Bank of Mt Dora
Title
Trustee
Phone
3523832140
Signed
2023-11-21
Discuss with paid preparer
Yes

Organization Details

Formed
1972
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
4
Volunteers
1

Preparer

Firm
Silbernagel & Burroughs Pa
Address
1934 N DONNELLY ST STE B, MOUNT DORA, FL 32757
Preparer
Gabriel Burroughs CPA
Phone
3527296752
Supplemental Narrative

Financial Statement Notes

Endowment funds intended uses (Part V, line 4)

Philanthropic, performing arts, public library, public facilities, sister city programs, childrens home.

Raw XML AppendixShowing 400 of 667 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/ActivityOrMissionDesc0ESTABLISHED IN 1972, THE MOUNT DORA COMMUNITY TRUST AIMS TO ENRICH THE QUALITY OF MOUNT DORA AND NORTHEAST LAKE COUNTY BY MAXIMIZING PERPETUAL GIVING, PROMOTING LEADERSHIP IN THE COMMUNITY, AND PAIRING DONORS WITH THE CAUSES THEY ARE PASSIONATE ABOUT.
IRS990/AllOtherContributionsAmt02525575
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm01ST NATL BANK OF MT DORA TRUST DEPT
IRS990/BooksInCareOfDetail/PhoneNum03523832140
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0714 NORTH DONNELLY STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MOUNT DORA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032757
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt0302
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt012880
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt094451
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0321992
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0429323
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02525575
IRS990/CYGrantsAndSimilarPaidAmt01547976
IRS990/CYInvestmentIncomeAmt01247008
IRS990/CYOtherExpensesAmt0212238
IRS990/CYOtherRevenueAmt0110332
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01541059
IRS990/CYSalariesCompEmpBnftPaidAmt0581642
IRS990/CYTotalExpensesAmt02341856
IRS990/CYTotalFundraisingExpenseAmt023816
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03882915
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt037
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0269
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0918
IRS990/DepreciationDepletionGrp/TotalAmt01224
IRS990/Desc0MOUNT DORA AREA COMMUNITY GRANTS AND ALLOCATIONS: FOR BENEFIT OF ORGANIZATIONS, GOVERNMENTAL ENTITIES, AND INDIVIDUALS SELECTED BY THE DISTRIBUTION COMMITTEE. THIS ALSO INCLUDES EXPENSES DIRECTLY INCURRED BY THE MOUNT DORA COMMUNITY TRUST FOR PUBLIC, EDUCATIONAL, CHARITABLE, OR BENEVOLENT NEEDS OF THE MOUNT DORA AREA COMMUNITY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0true
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt015727751
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt016512047
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02036357
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt091
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0671
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02288
IRS990/FeesForServicesAccountingGrp/TotalAmt03050
IRS990/FeesForServicesLegalGrp/FundraisingAmt0568
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04166
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt014202
IRS990/FeesForServicesLegalGrp/TotalAmt018936
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
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/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
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/PersonNm0FIRST NATIONAL BANK OF MT DORA
IRS990/Form990PartVIISectionAGrp/PersonNm1ROB ENGLISH
IRS990/Form990PartVIISectionAGrp/PersonNm2SARAH HERRICK
IRS990/Form990PartVIISectionAGrp/PersonNm3TABITHA MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm4KIM DELVERNOIS
IRS990/Form990PartVIISectionAGrp/PersonNm5BILLY BROOKS
IRS990/Form990PartVIISectionAGrp/PersonNm6CRISSY STILE
IRS990/Form990PartVIISectionAGrp/PersonNm7KIM STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm8EDEE ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm9BOBBY ROWE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0332976
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt189904
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt264808
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt335423
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt417909
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PROGRAM DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMUNITY IMPACT COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4ADMIN ASSISTANT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DISTRIBUTION COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DISTRIBUTION COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7DISTRIBUTION COMMITTEE CHAIRP
IRS990/Form990PartVIISectionAGrp/TitleTxt8DISTRIBUTION COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9DISTRIBUTION COMMITTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0159673
IRS990/GainOrLossGrp/SecuritiesAmt0580998
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt01440947
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0107029
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0107029
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01440947
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01440947
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0289000
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013469299
IRS990/GrossReceiptsAmt016904438
IRS990/GrossRentsGrp/RealAmt08528
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0548
IRS990/InsuranceGrp/ManagementAndGeneralAmt04017
IRS990/InsuranceGrp/ProgramServicesAmt013695
IRS990/InsuranceGrp/TotalAmt018260
IRS990/InvestmentIncomeGrp/ExclusionAmt0506337
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0506337
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt019055727
IRS990/InvestmentsPubTradedSecGrp/EOYAmt020318588
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0123195
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0636701
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0515775
IRS990/LandBldgEquipCostOrOtherBssAmt0638970
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0129327
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012888301
IRS990/LessRentalExpensesGrp/RealAmt03895
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ESTABLISHED IN 1972, THE MOUNT DORA COMMUNITY TRUST AIMS TO ENRICH THE QUALITY OF MOUNT DORA AND NORTHEAST LAKE COUNTY BY MAXIMIZING PERPETUAL GIVING, PROMOTING LEADERSHIP IN THE COMMUNITY, AND PAIRING DONORS WITH THE CAUSES THEY ARE PASSIONATE ABOUT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt021552848
IRS990/NetAssetsOrFundBalancesEOYAmt023093907
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0740671
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0740671
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt04633
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt04633
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05825097
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06581860
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt03448
IRS990/OccupancyGrp/ManagementAndGeneralAmt025285
IRS990/OccupancyGrp/ProgramServicesAmt086198
IRS990/OccupancyGrp/TotalAmt0114931
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt060
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0440
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01500
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02000
IRS990/OtherExpensesGrp/Desc0PRINTING & ADVERTISING
IRS990/OtherExpensesGrp/Desc1FOUNDATION SOFTWARE
IRS990/OtherExpensesGrp/FundraisingAmt01264
IRS990/OtherExpensesGrp/FundraisingAmt1411
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09268
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13016
IRS990/OtherExpensesGrp/ProgramServicesAmt031597
IRS990/OtherExpensesGrp/ProgramServicesAmt110281
IRS990/OtherExpensesGrp/TotalAmt042129
IRS990/OtherExpensesGrp/TotalAmt113708
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ADMIN FEE REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0105699
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0105699
IRS990/OtherRevenueTotalAmt0105699
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03970
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt029115
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt099254
IRS990/OtherSalariesAndWagesGrp/TotalAmt0132339
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt040305
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt032973
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0539
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03956
IRS990/PayrollTaxesGrp/ProgramServicesAmt013485
IRS990/PayrollTaxesGrp/TotalAmt017980
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS: 98 MOUNT DORA AREA STUDENTS WERE AWARDED SCHOLARSHIPS DURING THE YEAR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0107029
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02252467
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01189182
IRS990/PYInvestmentIncomeAmt01758812
IRS990/PYOtherExpensesAmt0175122
IRS990/PYOtherRevenueAmt0198684
IRS990/PYRevenuesLessExpensesAmt02301339
IRS990/PYSalariesCompEmpBnftPaidAmt0544320
IRS990/PYTotalExpensesAmt01908624
IRS990/PYTotalRevenueAmt04209963
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01541059
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt04633
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01820115
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02226269
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0YEAR ENDING AUGUST 31, 2020 (2019) $305,000YEAR ENDING AUGUST 31, 2021 (2020) $360,000YEAR ENDING AUGUST 31, 2021 (2020) $358,392YEAR ENDING AUGUST 31, 2022 (2021) $1,145,000YEAR ENDING AUGUST 31, 2022 (2021) $197,714YEAR ENDING AUGUST 31, 2022 (2021) $71,819YEAR ENDING AUGUST 31, 2022 (2021) $169,410YEAR ENDING AUGUST 31, 2023 (2022) $1,473,832YEAR ENDING AUGUST 31, 2023 (2022) $250,100
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Unusual grants Part II or Part III line 1
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0801643
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0668524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01365124
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0338134
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0198215
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03371640
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0506337
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0424854
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0425570
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0411875
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0364450
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02133086
IRS990ScheduleA/PublicSupportCY170Pct00.59240
IRS990ScheduleA/PublicSupportPY170Pct00.57010
IRS990ScheduleA/PublicSupportTotal170Amt03260870
IRS990ScheduleA/SubstantialContributorsTotAmt0110770
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0801643
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0668524
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01365124
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0338134
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0198215
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03371640
IRS990ScheduleA/TotalSupportAmt05504726
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/BuildingsGrp/BookValueAmt0409513
IRS990ScheduleD/BuildingsGrp/DepreciationAmt093335
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0502848
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0103398
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06634086
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0252051
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07060793
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt082360
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0360414
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0107228
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07226051
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt039391
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06634086
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0104797
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-419331
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt097928
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06017287
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt088098
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07226051
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt081355
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01299949
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt083088
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03914317
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01802719
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06017287
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt074533
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0457872
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt054310
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02677185
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01744213
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03914317
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt075933
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-376838
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt0355610
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt091101
IRS990ScheduleD/DonorAdvisedFundsHeldCnt021
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt01073740
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014375
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014375
IRS990ScheduleD/LandGrp/BookValueAmt0100000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0100000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06262
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015485
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt021747
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PHILANTHROPIC, PERFORMING ARTS, PUBLIC LIBRARY, PUBLIC FACILITIES, SISTER CITY PROGRAMS, CHILDRENS HOME.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Endowment funds intended uses (Part V, line 4)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0515775
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0107029
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt098
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt37500
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt525000
IRS990ScheduleI/RecipientTable/CashGrantAmt65000
IRS990ScheduleI/RecipientTable/CashGrantAmt75000
IRS990ScheduleI/RecipientTable/CashGrantAmt810000
IRS990ScheduleI/RecipientTable/CashGrantAmt9100000
IRS990ScheduleI/RecipientTable/CashGrantAmt1010000
IRS990ScheduleI/RecipientTable/CashGrantAmt1175000
IRS990ScheduleI/RecipientTable/CashGrantAmt125000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.