Civic Intelligence

Citrus Research and Development Foundation Inc

EIN 26-4825142 • 501(c)3 • Lake Alfred, FL

Profile

Citrus research and development foundation, inc. Is a direct support organization for the university of florida. The foundation reviews, approves, and coordinates research projects focused on developing and delivering solutions to citrus diseases. Funding for programs of the crdf includes proceeds of research box taxes levied on florida citrus growers. In addition, the foundation also receives legislative funding and in the past has had and continues to seek private donations. Private donors provide important research support for crdf programs. The research management committee (previously, the commercial product delivery committee) works with research partners to insure intellectual property rights are protected and commercial partners for manufacturing and marketing of technology are identified. Programs of the crdf benefit not only citrus growers, but allied industries and the citizens of florida.

700 Experiment Station RoadLake Alfred, FL 33850-2299

citrusrdf.org

Siviq Scores

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

Liabilities / Assets

88th percentile

0.82x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

41st percentile

0.15x

Higher debt load relative to revenue than 41% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

24th percentile

-5.2%

Higher net margin than 24% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

33rd percentile

0.2%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2025

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2025

Assets

Up

$3,716,777

Up $1,134,626 (+44%) from 2024

Liabilities

Up

$3,049,654

Up $2,167,254 (+246%) from 2024

Net Assets

Down

$667,123

Down $1,032,628 (-61%) from 2024

Revenue

Down

$19,971,890

Down $19,439,015 (-49%) from 2024

Expenses

Down

$21,004,518

Down $19,023,186 (-48%) from 2024

Net Income

Down

-$1,032,628

Down $415,829 (-67%) from 2024

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2012: $9,509,044Liabilities 2012: $6,893,967Net Assets 2012: $2,615,0772012Assets 2013: $6,328,532Liabilities 2013: $5,989,450Net Assets 2013: $339,0822013Assets 2014: $7,697,451Liabilities 2014: $5,682,911Net Assets 2014: $2,014,5402014Assets 2015: $3,690,630Liabilities 2015: $1,846,816Net Assets 2015: $1,843,8142015Assets 2016: $6,164,863Liabilities 2016: $1,099,426Net Assets 2016: $5,065,4372016Assets 2017: $5,858,975Liabilities 2017: $1,124,975Net Assets 2017: $4,734,0002017Assets 2018: $4,271,378Liabilities 2018: $71,729Net Assets 2018: $4,199,6492018Assets 2019: $4,043,515Liabilities 2019: $138,463Net Assets 2019: $3,905,0522019Assets 2020: $6,191,513Liabilities 2020: $2,012,829Net Assets 2020: $4,178,6842020Assets 2021: $4,062,546Liabilities 2021: $308,825Net Assets 2021: $3,753,7212021Assets 2022: $4,641,516Liabilities 2022: $2,372,620Net Assets 2022: $2,268,8962022Assets 2023: $3,702,804Liabilities 2023: $1,386,254Net Assets 2023: $2,316,5502023Assets 2024: $2,582,151Liabilities 2024: $882,400Net Assets 2024: $1,699,7512024Assets 2025: $3,716,777Liabilities 2025: $3,049,654Net Assets 2025: $667,1232025

Highlighted filing

2025

Assets$3,716,777
Liabilities$3,049,654
Net Assets$667,123

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2012: $12,240,9802012Expenses 2013: $13,506,7732013Revenue 2014: $17,706,456Expenses 2014: $16,030,998Net Income 2014: $1,675,4582014Revenue 2015: $12,357,486Expenses 2015: $12,528,212Net Income 2015: -$170,7262015Revenue 2016: $15,238,238Expenses 2016: $12,016,615Net Income 2016: $3,221,6232016Revenue 2017: $11,459,847Expenses 2017: $11,772,314Net Income 2017: -$312,4672017Revenue 2018: $12,535,950Expenses 2018: $13,070,301Net Income 2018: -$534,3512018Revenue 2019: $9,972,571Expenses 2019: $10,298,201Net Income 2019: -$325,6302019Revenue 2020: $10,569,849Expenses 2020: $10,296,217Net Income 2020: $273,6322020Revenue 2021: $14,297,672Expenses 2021: $14,722,635Net Income 2021: -$424,9632021Revenue 2022: $14,397,457Expenses 2022: $15,882,282Net Income 2022: -$1,484,8252022Revenue 2023: $14,021,442Expenses 2023: $13,973,788Net Income 2023: $47,6542023Revenue 2024: $39,410,905Expenses 2024: $40,027,704Net Income 2024: -$616,7992024Revenue 2025: $19,971,890Expenses 2025: $21,004,518Net Income 2025: -$1,032,6282025

Highlighted filing

2025

Revenue$19,971,890
Expenses$21,004,518
Net Income-$1,032,628

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$3.05$0.67$20.0$21.0$1.03
2024Detailed filing. Detailed filing data is available for this year.$2.58$0.88$1.70$39.4$40.0$0.62
2023Detailed filing. Detailed filing data is available for this year.$3.70$1.39$2.32$14.0$14.0$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.64$2.37$2.27$14.4$15.9$1.48
2021Detailed filing. Detailed filing data is available for this year.$4.06$0.31$3.75$14.3$14.7$0.42
2020Detailed filing. Detailed filing data is available for this year.$6.19$2.01$4.18$10.6$10.3$0.27
2019Detailed filing. Detailed filing data is available for this year.$4.04$0.14$3.91$9.97$10.3$0.33
2018Detailed filing. Detailed filing data is available for this year.$4.27$0.07$4.20$12.5$13.1$0.53
2017Detailed filing. Detailed filing data is available for this year.$5.86$1.12$4.73$11.5$11.8$0.31
2016Detailed filing. Detailed filing data is available for this year.$6.16$1.10$5.07$15.2$12.0$3.22
2015Detailed filing. Detailed filing data is available for this year.$3.69$1.85$1.84$12.4$12.5$0.17
2014Detailed filing. Detailed filing data is available for this year.$7.70$5.68$2.01$17.7$16.0$1.68
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.33$5.99$0.34$13.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.51$6.89$2.62$12.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 3, 2025
Return Version
2024v5.0
Gross Receipts
$19,971,890
Mission and Program Overview

Mission

Citrus research and development foundation, inc. Is a support organization for the university of florida. The foundation reviews, approves, and coordinates research projects focused on developing and delivering solutions to citrus diseases. Funding for programs of the crdf includes proceeds of box taxes (research box tax and marketing box tax) levied on florida citrus growers. In addition, the foundation seeks legislative funding, and currently is the recipient of grants awarded by the u.s. Department of agriculture (usda) in the 2012 specialty crop block grant (january 2013 through december 2014); the usda national institute of food and agriculture, specialty crop research initiative program (september 2012 through august 2017); and private donations. Donors provide critical research support for crdf programs. The commercial product delivery committee works with research partners to insure intellectual property rights are protected and commercial partners for manaufacturing and market

Citrus research and development foundation, inc. Is a direct support organization for the university of florida. The foundation reviews, approves, and coordinates research projects focused on developing and delivering solutions to citrus diseases. Funding for programs of the crdf includes proceeds of research box taxes levied on florida citrus growers. In addition, the foundation also receives legislative funding and in the past has had and continues to seek private donations. Private donors provide important research support for crdf programs. The research management committee (previously, the commercial product delivery committee) works with research partners to insure intellectual property rights are protected and commercial partners for manufacturing and marketing of technology are identified. Programs of the crdf benefit not only citrus growers, but allied industries and the citizens of florida.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$749,371$2,775,385▲ $2,026,014
Investments in Publicly Traded Securities$1,410,198$814,541▼ $595,657
Rtn Earn Endowment Incm Other Fnds$1,699,751$667,123▼ $1,032,628
Cash and Non-Interest-Bearing Accounts$392,225$89,135▼ $303,090
Total Assets$2,582,151$3,716,777▲ $1,134,626
Other Assets Total$30,357$37,716▲ $7,359
Liabilities
Accounts Payable and Accrued Expenses$882,400$3,049,654▲ $2,167,254
Total Liabilities$882,400$3,049,654▲ $2,167,254
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,699,751$667,123▼ $1,032,628
Total Liabilities and Net Assets / Fund Balance$2,582,151$3,716,777▲ $1,134,626
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rick DantzlerChief Op OffFT$170,684$48,527$219,211
Rick DantzlerChief Op Officer-$170,684$48,527$219,211

Board Members and Trustees

NameTitle
Morgan MckennaPresident
Chris Gunter PhdDirector
Deely HuntDirector
John Davis PhdDirector
Matt MachataDirector
Matthew StoryDirector
Sarah SpinosaDirector
Trevor MurphyDirector
John Updike JrEmeritus
George HamnerSecretary
Ron MahanTreasurer
Joby SherrodVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$19,862,556
Program Service Revenue
$0
Investment Income
$109,334
Other Revenue
$0
Change in Net Assets
$-1,032,628

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,971,890
Total Revenue per Audited Statements
$19,971,890
Total Revenue per Form 990
$19,971,890
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,309,100
Salaries, Compensation, and Employee Benefits$467,156
Other Expenses$228,262
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$20,309,100--$20,309,100
Other Salaries and Wages$346,097--$346,097
Other Employee Benefits$121,059--$121,059
Fees for Services Management$89,938--$89,938
Fees for Services Accounting-$21,500-$21,500
Travel$18,847--$18,847
Information Technology$17,017--$17,017
All Other Expenses$7,720$2,112-$9,832
Other Expenses$4,000--$4,000
Office Expenses$1,651--$1,651
Total Functional Expenses$20,980,906$23,612$0$21,004,518

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$21,004,518
Total Expenses per Audited Statements$21,004,518
Total Expenses per Form 990$21,004,518
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Citrus Research & Feild TrialTallahassee, FL501(c)Citrus Research$15,000,000
University of FloridaGainesville, FLGovCitrus Research$4,131,010
Usda ArsSt Louis, MOGovCitrus Research$479,182
University of California-davisDavis, CAGovCitrus Research$315,716
Cornell UniversityIthaca, NYGovCitrus Research$157,372
University of Central FloridaOrlando, FLGovCitrus Research$117,773
Texas A&m Agrilife ResearchCollege Station, TXGovCitrus Research$108,047
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
Audit committee
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed by the coo and the finance committee. A copy is provided to each board member prior to filing.

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

Enforced by yearly declaration of board members. Policy declarations are formally reviewed by the goverance committee and reported to the board of directors

Form 990, Page 6, Part VI, Line 15A

Coo compensation set by the board based on comparable positions in the industry.

Form 990, Page 6, Part VI, Line 19

All governing documents are made available upon request. Additionally, the foundation's organizing document can be viewed on the florida secretary of state's website. The form 990 can also be viewed on the guidestar and other charity websites.

Filing and Contact Details

Filer

Filer Name
Citrus Research and Development
EIN
26-4825142
Phone
8639561151
Address
700 EXPERIMENT STATION ROAD, LAKE ALFRED, FL 33850-2299

Signing Officer

Name
Rick Dantzler
Title
Chief Op Officer
Phone
8639561151
Signed
2025-09-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Dantzler
Formed
2009
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
38

Preparer

Firm
Bunting Tripp & Ingley Llp
Address
230 EAST TILLMAN AVENUE, LAKE WALES, FL 33853-3714
Preparer
Roger a Ingley
Phone
8636767981
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Citrus research and development foundation, inc. Is a direct support organization for the university of florida. The foundation reviews, approves, and coordinates research projects focused on developing and delivering solutions to citrus diseases. Funding for programs of the crdf includes proceeds of research box taxes levied on florida citrus growers. In addition, the foundation also receives legislative funding and in the past has had and continues to seek private donations. Private donors provide important research support for crdf programs. The research management committee (previously, the commercial product delivery committee) works with research partners to insure intellectual property rights are protected and commercial partners for manufacturing and marketing of technology are identified. Programs of the crdf benefit not only citrus growers, but allied industries and the citizens of florida.

Form 990, Page 1, Part I, Line 6

Volunteers are individuals with diverse backgrounds in agriculture, business, and education. They serve as advisors to and are on the following board committees: research management committee, and the plant improvement committee. Board members serve on a volunteer basis.

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

Translational work to move research results to solutions for florida and us citrus growers has increased in importance at crdf as research results are being analyzed and next steps are designed. Crdf has enlisted national experts to assist in selecting which research proposals to fund and in interpreting the results of individual projects and topics, leading to a vision for how field deployment of the research and its adoption by growers can increase yield and quality. Notably, crdf is among few public/private partnerships with government and farmers to conduct both discovery and translational activities at this scale. During the current fiscal year, a wide range of field trials were conducted or funded, bringing potential solutions into focus under real-world grower conditions in florida.

Form 990, Part V

Items 2a and 2b. Employee compensation is reported by the supported organization- university of florida.

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF OP OFF
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDE
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IRS990/MissionDesc0CITRUS RESEARCH AND DEVELOPMENT FOUNDATION, INC. IS A DIRECT SUPPORT ORGANIZATION FOR THE UNIVERSITY OF FLORIDA. THE FOUNDATION REVIEWS, APPROVES, AND COORDINATES RESEARCH PROJECTS FOCUSED ON DEVELOPING AND DELIVERING SOLUTIONS TO CITRUS DISEASES. FUNDING FOR PROGRAMS OF THE CRDF INCLUDES PROCEEDS OF RESEARCH BOX TAXES LEVIED ON FLORIDA CITRUS GROWERS. IN ADDITION, THE FOUNDATION ALSO RECEIVES LEGISLATIVE FUNDING AND IN THE PAST HAS HAD AND CONTINUES TO SEEK PRIVATE DONATIONS. PRIVATE DONORS PROVIDE IMPORTANT RESEARCH SUPPORT FOR CRDF PROGRAMS. THE RESEARCH MANAGEMENT COMMITTEE (PREVIOUSLY, THE COMMERCIAL PRODUCT DELIVERY COMMITTEE) WORKS WITH RESEARCH PARTNERS TO INSURE INTELLECTUAL PROPERTY RIGHTS ARE PROTECTED AND COMMERCIAL PARTNERS FOR MANUFACTURING AND MARKETING OF TECHNOLOGY ARE IDENTIFIED. PROGRAMS OF THE CRDF BENEFIT NOT ONLY CITRUS GROWERS, BUT ALLIED INDUSTRIES AND THE CITIZENS OF FLORIDA.
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IRS990/OtherExpensesGrp/Desc3PUBLICATIONS
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IRS990/PrincipalOfficerNm0RICK DANTZLER
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IRS990/ProgSrvcAccomActy2Grp/Desc0TRANSLATIONAL WORK TO MOVE RESEARCH RESULTS TO SOLUTIONS FOR FLORIDA AND US CITRUS GROWERS HAS INCREASED IN IMPORTANCE AT CRDF AS RESEARCH RESULTS ARE BEING ANALYZED AND NEXT STEPS ARE DESIGNED. CRDF HAS ENLISTED NATIONAL EXPERTS TO ASSIST IN SELECTING WHICH RESEARCH PROPOSALS TO FUND AND IN INTERPRETING THE RESULTS OF INDIVIDUAL PROJECTS AND TOPICS, LEADING TO A VISION FOR HOW FIELD DEPLOYMENT OF THE RESEARCH AND ITS ADOPTION BY GROWERS CAN INCREASE YIELD AND QUALITY. NOTABLY, CRDF IS AMONG FEW PUBLIC/PRIVATE PARTNERSHIPS WITH GOVERNMENT AND FARMERS TO CONDUCT BOTH DISCOVERY AND TRANSLATIONAL ACTIVITIES AT THIS SCALE. DURING THE CURRENT FISCAL YEAR, A WIDE RANGE OF FIELD TRIALS WERE CONDUCTED OR FUNDED, BRINGING POTENTIAL SOLUTIONS INTO FOCUS UNDER REAL-WORLD GROWER CONDITIONS IN FLORIDA.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ORGANIZATION MET THE ATTENTIVENESS AND RESPONSIVENESS TESTS BY: 1. THE AMOUNTS PAID DIRECTLY TO THE UNIVERSITY FUNDED RESEARCH IN CITRUS DISEASES THAT COULD NOT HAVE BEEN DONE WITHOUT SUCH FUNDING. (ATTENTIVENESS TEST) 2. THE UNIVERSITY SR ASSOCIATE FOR RESEARCH AND ASSOCIATE DIRECTOR OF THE FLORIDA AGRICULTRUAL EXPERIMENT STATION. (RESPONSIVENESS TEST)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART V, SECTION D, LINE 8
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CITRUS RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CITRUS RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CITRUS RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3CITRUS RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4CITRUS RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5CITRUS RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6CITRUS RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CITRUS RESEARCH & FEILD TRIAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1TEXAS A&M AGRILIFE RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF CALIFORNIA-DAVIS

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