Civic Intelligence

Florida Learns Foundation Inc

990 • Fiscal year 2019 • EIN 26-3307377

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 17, 2020

PO Box 243Chipley, FL 32428-0243

(850) 326-2485

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

51st percentile

3.8%

Higher net margin than 51% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Assets

Up

$204,426

Up $52,618 (+35%) from 2017

Net Assets

Up

$204,426

Up $52,618 (+35%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$219,024

Up $42,016 (+24%) from 2017

Expenses

Up

$210,697

Up $61,696 (+41%) from 2017

Net Income

Down

$8,327

Down $19,680 (-70%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $45,451Net Assets 2012: $45,4512012Assets 2013: $55,704Net Assets 2013: $55,7042013Assets 2014: $113,028Net Assets 2014: $113,0282014Assets 2015: $162,964Liabilities 2015: $0Net Assets 2015: $162,9642015Assets 2016: $123,800Net Assets 2016: $123,8002016Assets 2017: $151,808Net Assets 2017: $151,8082017Assets 2019: $204,426Liabilities 2019: $0Net Assets 2019: $204,4262019Assets 2020: $214,488Liabilities 2020: $0Net Assets 2020: $214,4882020Assets 2021: $272,555Liabilities 2021: $0Net Assets 2021: $272,5552021Assets 2022: $374,696Liabilities 2022: $0Net Assets 2022: $374,6962022Assets 2023: $395,752Liabilities 2023: $0Net Assets 2023: $395,7522023Assets 2024: $490,894Liabilities 2024: $0Net Assets 2024: $490,8942024

Highlighted filing

2019

Assets$204,426
Liabilities$0
Net Assets$204,426

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $103,434Expenses 2012: $88,932Net Income 2012: $14,5022012Revenue 2013: $133,471Expenses 2013: $123,218Net Income 2013: $10,2532013Revenue 2014: $163,527Expenses 2014: $106,204Net Income 2014: $57,3232014Revenue 2015: $377,122Expenses 2015: $327,186Net Income 2015: $49,9362015Revenue 2016: $186,919Expenses 2016: $226,083Net Income 2016: -$39,1642016Revenue 2017: $177,008Expenses 2017: $149,001Net Income 2017: $28,0072017Revenue 2019: $219,024Expenses 2019: $210,697Net Income 2019: $8,3272019Revenue 2020: $89,175Expenses 2020: $72,291Net Income 2020: $16,8842020Revenue 2021: $197,092Expenses 2021: $133,568Net Income 2021: $63,5242021Revenue 2022: $246,573Expenses 2022: $140,066Net Income 2022: $106,5072022Revenue 2023: $246,433Expenses 2023: $221,357Net Income 2023: $25,0762023Revenue 2024: $317,044Expenses 2024: $221,902Net Income 2024: $95,1422024

Highlighted filing

2019

Revenue$219,024
Expenses$210,697
Net Income$8,327
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 17, 2020
Return Version
2018v3.2
Gross Receipts
$219,024
Mission and Program Overview

Mission

Form 990, part iii primary exempt purpose our mission is to encourage greater professionalism, knowledge, and skills among educators serving in school districts of florida through professional development, tecnical services, and supplemental financial support whre district needs are unmet.

Form 990, part iii primary exempt purpose our mission is to encourage greater professionalism, knowledge, and skills among educators serving in school districts of florida through professional development, tecnical services, and supplemental financial support whre district needs are unmet. In october 2018 prts of northwest florida were devastated by a category 5 hurricane named michael. School districts and families were critically impacted through the loss of structures including school buildings and homes. Many families were without needed food, clothing, shelther, and everyday necessities. Through donations made both directly and indirectly to the foundation it provided both monetary and material assistance to schools and families. Clothing was taken to schools and homes, assistance was provided to repair migrant homes, monetary assistance was provided to schools for needed supplies that were destroyed in the storm, and schools used some of the funds to directly assist families with

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$161,991$170,318▲ $8,327
Land, Buildings, and Equipment, Net-$34,108-
Total Assets$161,991$204,426▲ $42,435
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$161,991$204,426▲ $42,435
Total Net Assets Fund Balance$161,991$204,426▲ $42,435
Total Liabilities and Net Assets / Fund Balance$161,991$204,426▲ $42,435

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$34,108$1,176$35,284
Compensation and Service Providers

Board Members and Trustees

NameTitle
Maria PounceyPresident
Holly DincmanDirector
John SeloverDirector
Lucia EsquivalDirector
Susan LajoieDirector
Faye YongueSecretary
Sharon MitchellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$97,174
Program Service Revenue
$115,000
Investment Income
$0
Other Revenue
$6,850
All Other Contributions
$97,174
Change in Net Assets
$8,327
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$210,697
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$163,608$4,322-$167,930
Depreciation Depletion$35,284--$35,284
Travel-$5,098-$5,098
Office Expenses-$1,101-$1,101
Conferences and Meetings-$656-$656
Insurance-$628-$628
Total Functional Expenses$198,892$11,805$0$210,697
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 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
Yes
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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 12C

The board shall determine whether the organization can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity tht would not give rise to a conflict of interest. If an more advantageous arrangement is not reasonably possible, the governing board or committee shall determine by a majority vote of the disinterested directes whether the transactions are within the organization's best interest. Then make a determination as to whether to enter into the transaction or arrangement.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Floridalearns Foundation Inc
EIN
26-3307377
Address
PO BOX 243, CHIPLEY, FL 32428-0243

Signing Officer

Name
Sharon Mitchell
Title
Treasurer
Phone
8503262485
Signed
2020-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon Mitchell
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Hare Taylor LLC in Assoc W H & R Block
Address
2589 JENKS AVE, PANAMA CITY, FL 32405
Preparer
G Chuck Taylor CPA
Phone
8507639635
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Form 990, part iii primary exempt purpose our mission is to encourage greater professionalism, knowledge, and skills among educators serving in school districts of florida through professional development, tecnical services, and supplemental financial support whre district needs are unmet. In october 2018 prts of northwest florida were devastated by a category 5 hurricane named michael. School districts and families were critically impacted through the loss of structures including school buildings and homes. Many families were without needed food, clothing, shelther, and everyday necessities. Through donations made both directly and indirectly to the foundation it provided both monetary and material assistance to schools and families. Clothing was taken to schools and homes, assistance was provided to repair migrant homes, monetary assistance was provided to schools for needed supplies that were destroyed in the storm, and schools used some of the funds to directly assist families with emergency needs. Many thanks to those who donated funds toward these efforts. There are structures still in need of reapair as a result of hurricane michael, however schools and families are resilient and are staying strong through it all.

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

Form 990, part iii line 28 - first accomplishment encourage greater professionalism, knowledge and skills among educators serving school districts of florida through professional development, technical services and supplemental financial support where districts needs are unmet.

Form 990, Part IX, Line 11G

Meals for meetings 0 2,822 0 accounting 0 1,500 0 paec leadership conference 77,010 0 0 migrant education services 23,999 0 0 calhoun county project 42,599 0 0 hurricane michael relief 20,000 0 0 total 163,608 4,322 0

Form 990, Part XI, Line 9

Book / tax depreciation difference 34,108

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990, PART III PRIMARY EXEMPT PURPOSE OUR MISSION IS TO ENCOURAGE GREATER PROFESSIONALISM, KNOWLEDGE, AND SKILLS AMONG EDUCATORS SERVING IN SCHOOL DISTRICTS OF FLORIDA THROUGH PROFESSIONAL DEVELOPMENT, TECNICAL SERVICES, AND SUPPLEMENTAL FINANCIAL SUPPORT WHRE DISTRICT NEEDS ARE UNMET. IN OCTOBER 2018 PRTS OF NORTHWEST FLORIDA WERE DEVASTATED BY A CATEGORY 5 HURRICANE NAMED MICHAEL. SCHOOL DISTRICTS AND FAMILIES WERE CRITICALLY IMPACTED THROUGH THE LOSS OF STRUCTURES INCLUDING SCHOOL BUILDINGS AND HOMES. MANY FAMILIES WERE WITHOUT NEEDED FOOD, CLOTHING, SHELTHER, AND EVERYDAY NECESSITIES. THROUGH DONATIONS MADE BOTH DIRECTLY AND INDIRECTLY TO THE FOUNDATION IT PROVIDED BOTH MONETARY AND MATERIAL ASSISTANCE TO SCHOOLS AND FAMILIES. CLOTHING WAS TAKEN TO SCHOOLS AND HOMES, ASSISTANCE WAS PROVIDED TO REPAIR MIGRANT HOMES, MONETARY ASSISTANCE WAS PROVIDED TO SCHOOLS FOR NEEDED SUPPLIES THAT WERE DESTROYED IN THE STORM, AND SCHOOLS USED SOME OF THE FUNDS TO DIRECTLY ASSIST FAMILIES WITH EMERGENCY NEEDS. MANY THANKS TO THOSE WHO DONATED FUNDS TOWARD THESE EFFORTS. THERE ARE STRUCTURES STILL IN NEED OF REAPAIR AS A RESULT OF HURRICANE MICHAEL, HOWEVER SCHOOLS AND FAMILIES ARE RESILIENT AND ARE STAYING STRONG THROUGH IT ALL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, PART III LINE 28 - FIRST ACCOMPLISHMENT ENCOURAGE GREATER PROFESSIONALISM, KNOWLEDGE AND SKILLS AMONG EDUCATORS SERVING SCHOOL DISTRICTS OF FLORIDA THROUGH PROFESSIONAL DEVELOPMENT, TECHNICAL SERVICES AND SUPPLEMENTAL FINANCIAL SUPPORT WHERE DISTRICTS NEEDS ARE UNMET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF AN MORE ADVANTAGEOUS ARRANGEMENT IS NOT REASONABLY POSSIBLE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTES WHETHER THE TRANSACTIONS ARE WITHIN THE ORGANIZATION'S BEST INTEREST. THEN MAKE A DETERMINATION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEALS FOR MEETINGS 0 2,822 0 ACCOUNTING 0 1,500 0 PAEC LEADERSHIP CONFERENCE 77,010 0 0 MIGRANT EDUCATION SERVICES 23,999 0 0 CALHOUN COUNTY PROJECT 42,599 0 0 HURRICANE MICHAEL RELIEF 20,000 0 0 TOTAL 163,608 4,322 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOK / TAX DEPRECIATION DIFFERENCE 34,108
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0161991
IRS990/TotalAssetsEOYAmt0204426
IRS990/TotalAssetsGrp/BOYAmt0161991
IRS990/TotalAssetsGrp/EOYAmt0204426
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt097174
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011805
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0198892
IRS990/TotalFunctionalExpensesGrp/TotalAmt0210697
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0161991
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0204426
IRS990/TotalOtherProgSrvcExpenseAmt035284
IRS990/TotalProgramServiceExpensesAmt0198892
IRS990/TotalProgramServiceRevenueAmt0115000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0121850
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0219024
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0161991
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0204426
IRS990/TravelGrp/ManagementAndGeneralAmt05098
IRS990/TravelGrp/TotalAmt05098
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0161991
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0204426
IRS990/USAddress/AddressLine1Txt0P O BOX 243
IRS990/USAddress/CityNm0CHIPLEY
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032428
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARON MITCHELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08503262485
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORIDALEARNS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0263307377
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 243
ReturnHeader/Filer/USAddress/CityNm0CHIPLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0324280243
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E2E9722022134612BE17F10CC2BB9A97E7925EFE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05BA3D285FC64305E0F86C4126B7642FCEA8E24A1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-08-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:21:11
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARE TAYLOR LLC IN ASSOC W H & R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02589 JENKS AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PANAMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032405
ReturnHeader/PreparerPersonGrp/PhoneNum08507639635
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0G CHUCK TAYLOR CPA
ReturnHeader/ReturnTs02020-08-17T18:21:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.91$0.00$4.91$3.17$2.22$0.95
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.00$3.96$2.46$2.21$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.00$3.75$2.47$1.40$1.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.00$2.73$1.97$1.34$0.64
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.00$2.14$0.89$0.72$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$2.19$2.11$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$1.52$1.77$1.49$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$1.24$1.87$2.26$0.39
2015Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$3.77$3.27$0.50
2014Detailed filing. Detailed filing data is available for this year.$1.13$1.13$1.64$1.06$0.57
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.56$1.33$1.23$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.45$1.03$0.89$0.15