Civic Intelligence

Symonds Family Fdn 4025894681

EIN 36-7380980 • Orlando, FL

2021 Palm LaneOrlando, FL 32803
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

14th percentile

-31%

Higher net margin than 14% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

14th percentile

-16%

Faster asset growth than 14% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

31%

Faster revenue growth than 72% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$836,973

Down $159,224 (-16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$836,973

Down $159,224 (-16%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin14th percentile

Revenue

Up

$62,027

Up $14,508 (+31%) from 2023

Expenses

Up

$81,527

Up $5,783 (+7.6%) from 2023

Net Income

Up

-$19,500

Up $8,725 (+31%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,103,302Liabilities 2010: $0Net Assets 2010: $1,103,3022010Assets 2011: $1,080,028Liabilities 2011: $0Net Assets 2011: $1,080,0282011Assets 2012: $1,037,805Liabilities 2012: $0Net Assets 2012: $1,037,8052012Assets 2013: $985,435Liabilities 2013: $0Net Assets 2013: $985,4352013Assets 2014: $978,832Liabilities 2014: $0Net Assets 2014: $978,8322014Assets 2015: $980,067Liabilities 2015: $0Net Assets 2015: $980,0672015Assets 2016: $961,056Liabilities 2016: $0Net Assets 2016: $961,0562016Assets 2017: $955,892Liabilities 2017: $0Net Assets 2017: $955,8922017Assets 2018: $962,483Liabilities 2018: $0Net Assets 2018: $962,4832018Assets 2019: $926,288Liabilities 2019: $0Net Assets 2019: $926,2882019Assets 2020: $858,472Liabilities 2020: $0Net Assets 2020: $858,4722020Assets 2021: $889,868Liabilities 2021: $0Net Assets 2021: $889,8682021Assets 2022: $913,339Liabilities 2022: $0Net Assets 2022: $913,3392022Assets 2023: $996,197Liabilities 2023: $0Net Assets 2023: $996,1972023Assets 2024: $836,973Liabilities 2024: $0Net Assets 2024: $836,9732024

Highlighted filing

2024

Assets$836,973
Liabilities$0
Net Assets$836,973
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $56,2992010Expenses 2011: $57,1782011Expenses 2012: $60,1682012Revenue 2013: $23,067Expenses 2013: $75,437Net Income 2013: -$52,3702013Revenue 2014: $72,592Expenses 2014: $79,195Net Income 2014: -$6,6032014Revenue 2015: $64,826Expenses 2015: $63,591Net Income 2015: $1,2352015Revenue 2016: $41,723Expenses 2016: $60,734Net Income 2016: -$19,0112016Revenue 2017: $57,096Expenses 2017: $62,260Net Income 2017: -$5,1642017Revenue 2018: $72,383Expenses 2018: $65,792Net Income 2018: $6,5912018Revenue 2019: $33,362Expenses 2019: $69,557Net Income 2019: -$36,1952019Revenue 2020: -$9,964Expenses 2020: $57,852Net Income 2020: -$67,8162020Revenue 2021: $97,633Expenses 2021: $83,665Net Income 2021: $13,9682021Revenue 2022: $66,213Expenses 2022: $74,786Net Income 2022: -$8,5732022Revenue 2023: $47,519Expenses 2023: $75,744Net Income 2023: -$28,2252023Revenue 2024: $62,027Expenses 2024: $81,527Net Income 2024: -$19,5002024

Highlighted filing

2024

Revenue$62,027
Expenses$81,527
Net Income-$19,500
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$836,973
Liabilities
$0
Net assets
$836,973
Revenue
$62,027
Expenses
$81,527
Net income
-$19,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.06$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.07$0.07$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.10$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.01$0.06$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.03$0.07$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.07$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.06$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.04$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.06$0.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.07$0.08$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.02$0.08$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM E ROGERSPresidenttreasurer-$0--
JAMES ROGERSVP-$0--
LOUISE FRENCHSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Symonds Family Fdn 4025894681
EIN
36-7380980
In Care Of
% WILLIAM E ROGERS
Phone
4077974953
Address
2021 PALM LANE, ORLANDO, FL 32803

Signing Officer

Name
William E Rogers
Title
President
Phone
4077974953
Signed
2025-05-09
Discuss with paid preparer
No

Preparer

Firm
Patricia a Henson CPA Pa
Address
1166 CARMEL CIRCLE APT 220, Casselberry, FL 32707
Preparer
Patricia a Henson
Phone
4076733450
Raw XML Appendix359 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/GrantOrContributionPurposeTxt0ARTS FELLOWSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SPECIAL PROJECTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2MISSIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3MUSIC MINISTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4MUSIC PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5MUSIC INSTRUMENTS AND RESOURCES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7ROAD TO FREEDOM 2024
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9PLAYGROUND EQUIPMENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CENTRAL COAST YOUTH CHORUS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9THE LEARNING CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0106 E CHURCH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1106 E CHURCH ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3300 FULTON STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5150 S WASHINGTON ST STE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64011 1 STREET SW
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8P O BOX 783516
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt910500 S BEAR CREEK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Orlando
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Redwood City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4San Luis Obispo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Falls Church
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt058863
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015174
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03114
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015174
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020444
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt081527
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt049969
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0139724
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MARKET VALUE ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020719
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt020719
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt111025
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TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM E ROGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04077974953
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SYMONDS FAMILY FDN 4025894681
ReturnHeader/Filer/BusinessNameControlTxt0SYMO
ReturnHeader/Filer/EIN0367380980
ReturnHeader/Filer/InCareOfNm0% WILLIAM E ROGERS
ReturnHeader/Filer/PhoneNum04077974953
ReturnHeader/Filer/USAddress/AddressLine1Txt02021 PALM LANE
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134297440
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATRICIA A HENSON CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01166 CARMEL CIRCLE APT 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Casselberry
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA A HENSON
ReturnHeader/ReturnTs02025-05-09T02:00:45-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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