Civic Intelligence

The Plantation Foundation Inc

EIN 46-2983470 • 501(c)3 • Ponte Vedra Beach, FL

Profile

Providing post secondary scholarship funds

101 Plantation DrivePonte Vedra Beach, FL 32082

www.theplantationpvb.com/PLANTATIONFOU

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

85th percentile

41%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$263,936

Up $76,370 (+41%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$263,936

Up $76,370 (+41%) from 2022

Revenue

Up

$163,364

Up $27,909 (+21%) from 2022

Expenses

Down

$86,996

Down $19,648 (-18%) from 2022

Net Income

Up

$76,368

Up $47,557 (+165%) from 2022

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $21,525Liabilities 2013: $02013Assets 2014: $39,405Liabilities 2014: $02014Assets 2015: $49,178Net Assets 2015: $49,1782015Assets 2016: $62,019Liabilities 2016: $0Net Assets 2016: $62,0192016Assets 2017: $71,991Liabilities 2017: $0Net Assets 2017: $71,9912017Assets 2018: $81,641Liabilities 2018: $02018Assets 2019: $79,586Net Assets 2019: $79,5862019Assets 2020: $109,682Net Assets 2020: $109,6822020Assets 2021: $158,755Net Assets 2021: $158,7552021Assets 2022: $187,566Net Assets 2022: $187,5662022Assets 2023: $263,936Liabilities 2023: $0Net Assets 2023: $263,9362023

Highlighted filing

2023

Assets$263,936
Liabilities$0
Net Assets$263,936

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2013: $28,020Expenses 2013: $6,495Net Income 2013: $21,5252013Revenue 2014: $78,858Expenses 2014: $60,978Net Income 2014: $17,8802014Revenue 2015: $70,352Expenses 2015: $60,429Net Income 2015: $9,9232015Revenue 2016: $61,171Expenses 2016: $48,330Net Income 2016: $12,8412016Revenue 2017: $77,861Expenses 2017: $67,889Net Income 2017: $9,9722017Revenue 2018: $73,305Expenses 2018: $63,655Net Income 2018: $9,6502018Revenue 2019: $78,115Expenses 2019: $80,172Net Income 2019: -$2,0572019Revenue 2020: $99,854Expenses 2020: $69,757Net Income 2020: $30,0972020Revenue 2021: $114,754Expenses 2021: $65,681Net Income 2021: $49,0732021Revenue 2022: $135,455Expenses 2022: $106,644Net Income 2022: $28,8112022Revenue 2023: $163,364Expenses 2023: $86,996Net Income 2023: $76,3682023

Highlighted filing

2023

Revenue$163,364
Expenses$86,996
Net Income$76,368

Filings

Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jan 31, 2023
Return Version
2022v4.1
Gross Receipts
$135,455
Mission and Program Overview

Mission

Providing post secondary scholarship funds

Program Services

DescriptionGrantsExpenses
THE PRIMARY MISSION IS TO PROVIDE POST-SECONDARY ACADEMIC TUITION ASSISTANCE TO THE PLANTATION ASSOCIATION STAFF AND THEIR FAMILIES.$96,950$106,644
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON HUTTONSecretary-$0--
CARL KRAUSTreasurerPT$0--
SUSAN RODGERSDirector-$0--
JILL MIKESDirector-$0--
FRED GOLDSMITHDirector-$0--
CYNTHIA BERGRENDirector-$0--
BOB COLEPresident-$0--
GENEVIEVE CARNEYDirector-$0--
RON FISHDirector-$0--
FRED PENSOTTIDirector-$0--
KELLY VALENTINEDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Plantation Foundation Inc
EIN
46-2983470
Phone
9048341005
Address
101 PLANTATION DRIVE, PONTE VEDRA BEACH, FL 32082

Signing Officer

Name
Carl Kraus
Title
Treasurer
Phone
9048341005
Signed
2023-01-31
Discuss with paid preparer
Yes

Preparer

Firm
Maige & Sizemore CPA Pa
Address
4010 SUNBEAM ROAD, JACKSONVILLE, FL 32257
Preparer
Amanda S Bunk-sizemore CPA
Phone
9047377756
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Event sponorship 12,260 event entry fees 10,490 raffle tickets 3,705 other misc revenue 51 total 26,506

Form 990-ez, Part I, Line 10

Class of activity: scholarship cash contribution: 96,950

Form 990-ez, Part I, Line 16

Expenses d&o insurance 1,433 event expenses 1,712 annual report 186 bank service charges 222 equipment rental 439 total 3,992

Form 990-ez, Part II, Line 24

Receivable from plantation at ponte 4,250 5,300 total 4,250 5,300

Raw XML Appendix176 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BOB COLE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EVENT SPONORSHIP 12,260 EVENT ENTRY FEES 10,490 RAFFLE TICKETS 3,705 OTHER MISC REVENUE 51 TOTAL 26,506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS OF ACTIVITY: SCHOLARSHIP CASH CONTRIBUTION: 96,950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES D&O INSURANCE 1,433 EVENT EXPENSES 1,712 ANNUAL REPORT 186 BANK SERVICE CHARGES 222 EQUIPMENT RENTAL 439 TOTAL 3,992
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RECEIVABLE FROM PLANTATION AT PONTE 4,250 5,300 TOTAL 4,250 5,300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
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ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL KRAUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09048341005
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PLANTATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
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ReturnHeader/Filer/PhoneNum09048341005
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-06
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ReturnHeader/ReturnTs02023-02-09T09:11:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KRAUS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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