Civic Intelligence

Doris Woolsey Foundation Inc

990PF • Fiscal year 2023 • EIN 26-3686177

Jan 01, 2023 to Dec 31, 2023 • Filed on May 03, 2024

200 S Orange Ave Suite 800Orlando, FL 32801

(407) 540-6660

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

100th percentile

1588%

Higher net margin than 100% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

18th percentile

-8.7%

Faster asset growth than 18% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Down

$514,652

Down $49,007 (-8.7%) from 2022

Net Assets

Down

$514,652

Down $49,007 (-8.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

-$3,120

Down $79,051 (-104%) from 2022

Expenses

Down

$46,412

Down $11,438 (-20%) from 2022

Net Income

Down

-$49,532

Down $67,613 (-374%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2017: $479,327Liabilities 2017: $0Net Assets 2017: $479,3272017Assets 2018: $474,447Liabilities 2018: $0Net Assets 2018: $474,4472018Assets 2019: $450,228Liabilities 2019: $0Net Assets 2019: $450,2282019Assets 2020: $473,933Liabilities 2020: $0Net Assets 2020: $473,9332020Assets 2021: $545,578Liabilities 2021: $0Net Assets 2021: $545,5782021Assets 2022: $563,659Liabilities 2022: $0Net Assets 2022: $563,6592022Assets 2023: $514,652Liabilities 2023: $0Net Assets 2023: $514,6522023Assets 2024: $478,617Liabilities 2024: $0Net Assets 2024: $478,6172024

Highlighted filing

2023

Assets$514,652
Liabilities$0
Net Assets$514,652

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2017: $108,536Expenses 2017: $45,270Net Income 2017: $63,2662017Revenue 2018: $40,402Expenses 2018: $45,297Net Income 2018: -$4,8952018Revenue 2019: $8,878Expenses 2019: $36,333Net Income 2019: -$27,4552019Revenue 2020: $69,264Expenses 2020: $43,521Net Income 2020: $25,7432020Revenue 2021: $121,750Expenses 2021: $50,105Net Income 2021: $71,6452021Revenue 2022: $75,931Expenses 2022: $57,850Net Income 2022: $18,0812022Revenue 2023: -$3,120Expenses 2023: $46,412Net Income 2023: -$49,5322023Revenue 2024: $17,648Expenses 2024: $53,153Net Income 2024: -$35,5052024

Highlighted filing

2023

Revenue-$3,120
Expenses$46,412
Net Income-$49,532
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 3, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT G MILLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Doris Woolsey Foundation Inc
EIN
26-3686177
Phone
4075406660
Address
200 S ORANGE AVE SUITE 800, ORLANDO, FL 32801

Signing Officer

Name
Scott Miller
Title
Director
Phone
4075406660
Signed
2024-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Offutt Barton Schlitt LLC
Address
570 BEACHLAND BLVD, VERO BEACH, FL 32963
Preparer
Leslie E Westberry
Phone
7722312100
Raw XML Appendix341 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11750 20TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24713 SWINDELL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3710 JACKSON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1VERO BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LAKELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SEBASTIAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132960
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332958
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028928
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030458
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030458
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01597
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02897
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04452
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03447
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03447
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019704
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0462
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01597
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02897
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04452
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030920
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0462
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt023151
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022689
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0BURR & FORMAN LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt067
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0134
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0134
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013233
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt176
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0525
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BASIS ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0191
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04075406660
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DORIS WOOLSEY FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O SCOTT MILLER
ReturnHeader/Filer/BusinessNameControlTxt0DORI
ReturnHeader/Filer/EIN0263686177
ReturnHeader/Filer/PhoneNum04075406660
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 S ORANGE AVE SUITE 800
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032801
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461585527
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OFFUTT BARTON SCHLITT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0570 BEACHLAND BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VERO BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032963
ReturnHeader/PreparerPersonGrp/PhoneNum07722312100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLIE E WESTBERRY
ReturnHeader/ReturnTs02024-05-15T08:37:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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