Civic Intelligence

Abilities at Crestview Inc.

990 • Fiscal year 2023 • EIN 31-1765941

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 23, 2024

2735 Whitney RoadClearwater, FL 33760-1610

(727) 538-7370

Siviq Scores

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

Liabilities / Assets

90th percentile

0.68x

Higher debt load relative to assets than 90% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

95th percentile

2.13x

Higher debt load relative to revenue than 95% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

23rd percentile

-12%

Higher net margin than 23% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

99th percentile

$608,776

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 277.2% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

48th percentile

2.9%

Faster asset growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

0.2%

Faster revenue growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$689,492

Up $19,421 (+2.9%) from 2022

Net Assets

Down

$221,718

Down $25,336 (-10%) from 2022

Liabilities

Up

$467,774

Up $44,757 (+11%) from 2022

Revenue

Up

$219,629

Up $331 (+0.2%) from 2022

Expenses

Down

$244,965

Down $17,176 (-6.6%) from 2022

Net Income

Up

-$25,336

Up $17,507 (+41%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $968,092Liabilities 2010: $423,704Net Assets 2010: $544,3882010Assets 2011: $941,589Liabilities 2011: $433,181Net Assets 2011: $508,4082011Assets 2012: $923,173Liabilities 2012: $443,842Net Assets 2012: $479,3312012Assets 2013: $900,668Liabilities 2013: $435,684Net Assets 2013: $464,9842013Assets 2014: $865,174Liabilities 2014: $447,518Net Assets 2014: $417,6562014Assets 2015: $853,587Liabilities 2015: $466,334Net Assets 2015: $387,2532015Assets 2016: $814,077Liabilities 2016: $463,621Net Assets 2016: $350,4562016Assets 2017: $798,571Liabilities 2017: $495,182Net Assets 2017: $303,3892017Assets 2018: $772,325Liabilities 2018: $493,485Net Assets 2018: $278,8402018Assets 2019: $737,489Liabilities 2019: $451,301Net Assets 2019: $286,1882019Assets 2020: $724,595Liabilities 2020: $434,993Net Assets 2020: $289,6022020Assets 2021: $731,835Liabilities 2021: $441,938Net Assets 2021: $289,8972021Assets 2022: $670,071Liabilities 2022: $423,017Net Assets 2022: $247,0542022Assets 2023: $689,492Liabilities 2023: $467,774Net Assets 2023: $221,7182023Assets 2024: $616,742Liabilities 2024: $464,615Net Assets 2024: $152,1272024Assets 2025: $591,542Liabilities 2025: $459,567Net Assets 2025: $131,9752025

Highlighted filing

2023

Assets$689,492
Liabilities$467,774
Net Assets$221,718

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $82,650Expenses 2010: $109,775Net Income 2010: -$27,1252010Expenses 2011: $118,5372011Expenses 2012: $126,4852012Expenses 2013: $122,4632013Revenue 2014: $120,030Expenses 2014: $167,358Net Income 2014: -$47,3282014Revenue 2015: $151,305Expenses 2015: $181,708Net Income 2015: -$30,4032015Revenue 2016: $177,884Expenses 2016: $214,681Net Income 2016: -$36,7972016Revenue 2017: $181,492Expenses 2017: $228,559Net Income 2017: -$47,0672017Revenue 2018: $209,702Expenses 2018: $234,251Net Income 2018: -$24,5492018Revenue 2019: $219,307Expenses 2019: $211,959Net Income 2019: $7,3482019Revenue 2020: $217,342Expenses 2020: $213,928Net Income 2020: $3,4142020Revenue 2021: $218,970Expenses 2021: $218,675Net Income 2021: $2952021Revenue 2022: $219,298Expenses 2022: $262,141Net Income 2022: -$42,8432022Revenue 2023: $219,629Expenses 2023: $244,965Net Income 2023: -$25,3362023Revenue 2024: $240,793Expenses 2024: $310,384Net Income 2024: -$69,5912024Revenue 2025: $249,769Expenses 2025: $269,921Net Income 2025: -$20,1522025

Highlighted filing

2023

Revenue$219,629
Expenses$244,965
Net Income-$25,336
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 23, 2024
Return Version
2022v5.0
Gross Receipts
$219,629
Mission and Program Overview

Mission

To provide affordable, rehabilitated housing for low income individuals with significant physical disabilities.

To provide low-income housing for individuals with severe disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$580,234$552,886▼ $27,348
Cash and Non-Interest-Bearing Accounts$116,748$138,820▲ $22,072
Prepaid Expenses and Deferred Charges$-25,388$-891▲ $24,497
Accounts Receivable$-1,523$-1,323▲ $200
Total Assets$670,071$689,492▲ $19,421
Liabilities
Other Liabilities$419,153$419,332▲ $179
Accounts Payable and Accrued Expenses$3,864$48,442▲ $44,578
Total Liabilities$423,017$467,774▲ $44,757
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$247,054$221,718▼ $25,336
Total Net Assets Fund Balance$247,054$221,718▼ $25,336
Total Liabilities and Net Assets / Fund Balance$670,071$689,492▲ $19,421

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$552,886$631,950$1,184,836

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$30,914,766$1,000,000▲ $2,273,412$257,302$33,840,876
2021$33,283,625$1,000,000▼ $2,894,325$384,534$30,914,766
2020$24,759,352$3,405,481▲ $6,592,273$1,383,481$33,283,625
2019$27,612,281-▲ $871,159$3,634,088$24,759,352
2018$26,337,146$1,336,888▲ $1,276,788$1,248,541$27,612,281
Compensation and Service Providers

Employees

NameTitleOtherTotal
Lisa CiccolelliDirector-housing$133,358$133,358

Board Members and Trustees

NameTitle
Lalania SeedersChair
Mark HallPresident (retired 10/22)
Bruce PattersonPresident/CEO
Katie BandelVice Chair
Amanda GomezDirector
Diane McadamsDirector
Matthew MotkoExecutive Director
Nathaniel HooverChief Financial Officer
Kevin SouthcottSecretary
Shirley Quinnell-friedmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$219,584
Investment Income
$45
Other Revenue
$0
Change in Net Assets
$-25,336

Audited Revenue Reconciliation

Revenue per Audited Statements
$219,629
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$16,842,519
Total Revenue per Audited Statements
$17,062,148
Total Revenue per Form 990
$219,629
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$200,457
Salaries, Compensation, and Employee Benefits$44,508
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$27,768$16,740-$44,508
Depreciation Depletion$32,926--$32,926
Fees for Services Management-$26,218-$26,218
Fees for Services Other$20,794--$20,794
Office Expenses$15,025--$15,025
Insurance$10,708--$10,708
Fees for Services Accounting-$3,732-$3,732
Other Expenses$2,503--$2,503
Occupancy$562--$562
Total Functional Expenses$198,275$46,690$0$244,965

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$18,037,543
Expenses Not Reported on Form 990$17,792,578
Expenses per Audited Statements$244,965
Total Expenses per Form 990$244,965
Expenses Not Reported on Financial Statements$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Hud Capital Advance$240,640
Intercompany Payable$174,260
Tenant Security Deposit$4,432
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
No
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, Part VI, Section B, Line 11B

After the extensive internal review, the returns are made available to the members of the audit committee and board of directors for their review and comments and request for a formal meeting prior to filing, if deemed necessary. The final 990 return is posted to the organization's website for internal use.

Form 990, Part VI, Section B, Line 12C

Board members are required to complete and sign a disclosure form identifying business interests, employment relationships and property interests, and those of related parties. The organization has specific board-level policies regarding disclosure of conflict of interest for board members. The chair of the board and the ceo regularly review the composition of the board for any potential conflicts of interests and consult with legal counsel if necessary. The board chair may ask the involved individual to recuse themselves during discussions on any matter relating to a potential conflict of interest. The organization maintains business code of ethics and conflict of interest policies that all employees are required to follow. All key employees, including officers, are required to participate in annual training on the organization's code of business ethics, including conflicts of interest.

Form 990, Part VI, Section C, Line 19

Financial statements, conflict of interest policy and governing documents are available upon request for the same period of disclosure as set forth in section 6104(d).

FORM 990, PART VII AND SCHEDULE J:

Abilities at crestview, inc. Does not compensate anyone shown in part vii of the form 990 or schedule j, part ii. The compensation shown in these sections is paid by servicesource, inc., the organization's related organization. Abilities at crestview, inc. Relies on the compensation determination methodology of servicesource, inc. The following is the compensation methodology used by servicesource, inc.: compensation for servicesource's ceo is determined by the board of directors on an annual basis. This independent determination includes the use of data for similar positions at comparable organizations and the compensation arrangement is documented when decided by the board of directors. An independent compensation consultant conducts an executive salary survey on an annual basis, with the results of the survey being reviewed and considered by the board of directors for determination of the ceo's compensation. Compensation for other officers are also determined based on executive pay studies and an executive salary survey conducted by a leading consulting firm that are conducted annually. Compensation for other key employees and executives are determined based on periodic market analysis.

Filing and Contact Details

Filer

Filer Name
Abilities at Crestview Inc
EIN
31-1765941
Phone
7275387370
Address
2735 WHITNEY ROAD, CLEARWATER, FL 33760-1610

Signing Officer

Name
Nate Hoover
Title
Chief Financial Officer
Phone
7275387370
Signed
2024-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Patterson
Formed
2001
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Rsm US Llp
Address
1001 WATER ST STE 500, TAMPA, FL 33602
Preparer
Kristen Barnett
Phone
8133162300
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process for overseeing the audit of the financial statements and selection of an independent accountant that audited the financial statements has been consistent with prior years.

Financial Statement Notes

PART V, LINE 4:

The investment income from these funds is available to provide for certain programs and initiatives of the organization. In addition, the board of trustees of servicesource foundation has designated net assets totaling $468,788, for the disability resource center and the friendship house for $438,754 and $30,034, respectively.

PART X, LINE 2:

Management has evaluated the organization's tax positions and has concluded that the organization has taken no uncertain tax positions that require adjustment. The organization files tax returns in the u.s. Federal and state of florida jurisdictions.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Abilities of florida revenue in consolidated financial statements 13,103,675. Hfi revenue in consolidating financial statements 1,527,209. Hfi space coast revenue in consolidating financial statements 84,397. Hud revenue in consolidated financial statements 2,127,238.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Abilities of florida expenses in consolidating financial statements 12,417,668. Hfi expenses in consolidating financial statements 2,526,620. Hfi space coast expenses in consolidating financial statements 100,490. Hud expenses in consolidating financial statements 2,747,800.

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IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE LOW-INCOME HOUSING FOR INDIVIDUALS WITH SEVERE DISABILITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0247054
IRS990/NetAssetsOrFundBalancesEOYAmt0221718
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0247054
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0221718
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0562
IRS990/OccupancyGrp/TotalAmt0562
IRS990/OfficeExpensesGrp/ProgramServicesAmt015025
IRS990/OfficeExpensesGrp/TotalAmt015025
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONDOMINIUM FEES
IRS990/OtherExpensesGrp/Desc1TAXES AND LICENSES
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt082201
IRS990/OtherExpensesGrp/ProgramServicesAmt15788
IRS990/OtherExpensesGrp/ProgramServicesAmt22503
IRS990/OtherExpensesGrp/TotalAmt082201
IRS990/OtherExpensesGrp/TotalAmt15788
IRS990/OtherExpensesGrp/TotalAmt22503
IRS990/OtherLiabilitiesGrp/BOYAmt0419153
IRS990/OtherLiabilitiesGrp/EOYAmt0419332
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt016740
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt027768
IRS990/OtherSalariesAndWagesGrp/TotalAmt044508
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0-25388
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0-891
IRS990/PrincipalOfficerNm0BRUCE PATTERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0TENANT ASSISTANCE
IRS990/ProgramServiceRevenueGrp/Desc1RENT INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0173619
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt145965
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0173619
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt145965
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01
IRS990/PYOtherExpensesAmt0217825
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0219297
IRS990/PYRevenuesLessExpensesAmt0-42843
IRS990/PYSalariesCompEmpBnftPaidAmt044316
IRS990/PYTotalExpensesAmt0262141
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0219298
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-25336
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0219584
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt045
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt058
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0219584
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0219297
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0218968
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0217337
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0219302
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01094488
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt045
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt058
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01094488
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0219584
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0219297
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0218968
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0217337
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0219302
IRS990ScheduleA/Total509Grp/TotalAmt01094488
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0219629
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0219298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0218970
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0217342
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0219307
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01094546
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0552886
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0631950
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01184836
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt030914766
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01000000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt033840876
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02273412
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0257302
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt033283625
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01000000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt030914766
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2894325
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0384534
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt024759352
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt03405481
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt033283625
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06592273
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01383481
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt027612281
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt024759352
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0871159
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt03634088
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt026337146
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01336888
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt027612281
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01276788
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01248541
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt017792578
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0244965
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt017792578
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0174260
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14432
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2240640
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTERCOMPANY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2HUD CAPITAL ADVANCE
IRS990ScheduleD/OtherRevenueAmt016842519
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/RevenueNotReportedAmt016842519
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0219629
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INVESTMENT INCOME FROM THESE FUNDS IS AVAILABLE TO PROVIDE FOR CERTAIN PROGRAMS AND INITIATIVES OF THE ORGANIZATION. IN ADDITION, THE BOARD OF TRUSTEES OF SERVICESOURCE FOUNDATION HAS DESIGNATED NET ASSETS TOTALING $468,788, FOR THE DISABILITY RESOURCE CENTER AND THE FRIENDSHIP HOUSE FOR $438,754 AND $30,034, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND HAS CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL AND STATE OF FLORIDA JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ABILITIES OF FLORIDA REVENUE IN CONSOLIDATED FINANCIAL STATEMENTS 13,103,675. HFI REVENUE IN CONSOLIDATING FINANCIAL STATEMENTS 1,527,209. HFI SPACE COAST REVENUE IN CONSOLIDATING FINANCIAL STATEMENTS 84,397. HUD REVENUE IN CONSOLIDATED FINANCIAL STATEMENTS 2,127,238.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3ABILITIES OF FLORIDA EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 12,417,668. HFI EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 2,526,620. HFI SPACE COAST EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 100,490. HUD EXPENSES IN CONSOLIDATING FINANCIAL STATEMENTS 2,747,800.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0552886
IRS990ScheduleD/TotalExpensesPerForm990Amt0244965
IRS990ScheduleD/TotalLiabilityAmt0419332
IRS990ScheduleD/TotalRevenuePerForm990Amt0219629
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt017062148
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt018037543
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0104662

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.92$4.60$1.32$2.50$2.70$0.20
2024Detailed filing. Detailed filing data is available for this year.$6.17$4.65$1.52$2.41$3.10$0.70
2023Detailed filing. Detailed filing data is available for this year.$6.89$4.68$2.22$2.20$2.45$0.25
2022Detailed filing. Detailed filing data is available for this year.$6.70$4.23$2.47$2.19$2.62$0.43
2021Detailed filing. Detailed filing data is available for this year.$7.32$4.42$2.90$2.19$2.19$0.00
2020Detailed filing. Detailed filing data is available for this year.$7.25$4.35$2.90$2.17$2.14$0.03
2019Detailed filing. Detailed filing data is available for this year.$7.37$4.51$2.86$2.19$2.12$0.07
2018Detailed filing. Detailed filing data is available for this year.$7.72$4.93$2.79$2.10$2.34$0.25
2017Detailed filing. Detailed filing data is available for this year.$7.99$4.95$3.03$1.81$2.29$0.47
2016Detailed filing. Detailed filing data is available for this year.$8.14$4.64$3.50$1.78$2.15$0.37
2015Detailed filing. Detailed filing data is available for this year.$8.54$4.66$3.87$1.51$1.82$0.30
2014Detailed filing. Detailed filing data is available for this year.$8.65$4.48$4.18$1.20$1.67$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.01$4.36$4.65$1.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.23$4.44$4.79$1.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.42$4.33$5.08$1.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.68$4.24$5.44$0.83$1.10$0.27