Civic Intelligence

Executive Roundtable of Indian River

EIN 46-3997911 • 501(c)3 • Vero Beach, FL

Profile

To identify solutions that will protect and enhance the lives of indian river county children, individuals, families, and seniors.

700 20th StreetVero Beach, FL 32960

www.execroundtableirc.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

10th percentile

-99%

Higher net margin than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

89th percentile

$24,461

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 135.5% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

19th percentile

-52%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-25%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$16,339

Down $17,896 (-52%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$16,339

Down $17,896 (-52%) from 2019

Revenue

Down

$18,050

Down $6,065 (-25%) from 2019

Expenses

Up

$35,946

Up $6,731 (+23%) from 2019

Net Income

Down

-$17,896

Down $12,796 (-251%) from 2019

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2014: $54,627Liabilities 2014: $0Net Assets 2014: $54,6272014Assets 2015: $36,717Liabilities 2015: $808Net Assets 2015: $35,9092015Assets 2016: $49,818Liabilities 2016: $0Net Assets 2016: $49,8182016Assets 2017: $33,888Liabilities 2017: $0Net Assets 2017: $33,8882017Assets 2018: $39,335Liabilities 2018: $0Net Assets 2018: $39,3352018Assets 2019: $34,235Liabilities 2019: $0Net Assets 2019: $34,2352019Assets 2020: $16,339Liabilities 2020: $0Net Assets 2020: $16,3392020

Highlighted filing

2020

Assets$16,339
Liabilities$0
Net Assets$16,339

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $60,850Expenses 2014: $6,223Net Income 2014: $54,6272014Revenue 2015: $11,450Expenses 2015: $30,168Net Income 2015: -$18,7182015Revenue 2016: $45,581Expenses 2016: $31,672Net Income 2016: $13,9092016Revenue 2017: $19,806Expenses 2017: $35,736Net Income 2017: -$15,9302017Revenue 2018: $38,000Expenses 2018: $32,553Net Income 2018: $5,4472018Revenue 2019: $24,115Expenses 2019: $29,215Net Income 2019: -$5,1002019Revenue 2020: $18,050Expenses 2020: $35,946Net Income 2020: -$17,8962020

Highlighted filing

2020

Revenue$18,050
Expenses$35,946
Net Income-$17,896

Filings

Latest Detailed Filing

The latest 2020 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Apr 28, 2017
Return Version
2015v3.0
Gross Receipts
$49,978
Mission and Program Overview

Mission

To identify solutions that will protect and enhance the lives of indian river county children, individuals, families, and seniors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$35,920$49,220▲ $13,300
Prepaid Expenses and Deferred Charges$318$311▼ $7
Land, Buildings, and Equipment, Net$479$287▼ $192
Total Assets$36,717$49,818▲ $13,101
Liabilities
Accounts Payable and Accrued Expenses$808$0▼ $808
Total Liabilities$808$0▼ $808
Net Assets / Fund Balance
Unrestricted Net Assets$35,909$49,818▲ $13,909
Total Net Assets Fund Balance$35,909$49,818▲ $13,909
Total Liabilities and Net Assets / Fund Balance$36,717$49,818▲ $13,101

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$287$553$840
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Aimee McpartlanExecutive DirectorPT$22,123$22,123

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$35,000
Program Service Revenue
$5,201
Investment Income
$0
Other Revenue
$5,380
All Other Contributions
$2,000
Change in Net Assets
$13,909

Audited Revenue Reconciliation

Revenue per Audited Statements
$45,581
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$4,397
Total Revenue per Audited Statements
$49,978
Total Revenue per Form 990
$45,581
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,672
Total Fundraising Expense$2,317
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$15,024$4,292$2,146$21,462
Fees for Services Other$5,281--$5,281
Fees for Services Accounting-$2,500-$2,500
Insurance$1,064$304$152$1,520
Office Expenses$572--$572
Depreciation Depletion$135$38$19$192
Other Expenses$0$145$0$145
Total Functional Expenses$22,076$7,279$2,317$31,672

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$36,069
Expenses per Audited Statements$31,672
Total Expenses per Form 990$31,672
Expenses Not Reported on Form 990$4,397
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
Fundraising Gross Income$9,777
Fundraising Direct Expenses$4,397
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Prior to filing, the form 990 is prepared and presented to the organization's executive committee for review and approval, and then submitted to the board for final approval.

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

On an annual basis, officers, directors, and members of committees are required to complete a conflict of interest statement, which are collected and reviewed by the executive committee. Any conflicts identified are resolved as appropriate. Updates are considered during the year as circumstances warrant.

Form 990, Part VI, Section C, Line 19

The organization makes copies of governing documents, conflict of interest policy, financial statements, and form 990 tax return available to the public upon their request.

Filing and Contact Details

Filer

Filer Name
Executive Roundtable of Indian River
EIN
46-3997911
Phone
7725624158
Address
700 20TH STREET, VERO BEACH, FL 32960

Signing Officer

Name
Casper J Jacoby
Title
Treasurer
Phone
7725624158
Signed
2017-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keith Touchberry
Formed
2013
Legal Domicile
Fl
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
0

Preparer

Firm
Morgan Jacoby Thurn Boyle & Assoc Pa
Address
700 20TH ST, VERO BEACH, FL 32960
Preparer
Casper J Jacoby
Phone
7725624158
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Program training and consulting fees: program service expenses 5,281. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,281.

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from federal income tax under section 501(c)(3) of the internal revenue code. The organization is not classified as a private foundation. Accordingly, no provision for income taxes is recorded in the accompanying financial statements. The organization's income tax filings are subject to audit by various taxing authorities. The organization's open audit periods are 2014 to 2016.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Direct costs of fundraising event 4,397.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct costs of fundraising event 4,397.

Raw XML AppendixShowing 400 of 451 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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IRS990/MissionDesc0TO IDENTIFY SOLUTIONS THAT WILL PROTECT AND ENHANCE THE LIVES OF INDIAN RIVER COUNTY CHILDREN, INDIVIDUALS, FAMILIES, AND SENIORS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt035909
IRS990/NetAssetsOrFundBalancesEOYAmt049818
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt05380
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt05380
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0572
IRS990/OfficeExpensesGrp/TotalAmt0572
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LICENSE AND FEES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0145
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/TotalAmt0145
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0318
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0311
IRS990/PrincipalOfficerNm0KEITH TOUCHBERRY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0KIDS AT HOPE TRAINING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05201
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05201
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt011450
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt030168
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-18718
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt030168
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011450
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt013909
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05201
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt035000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt060850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0107300
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0107300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt035000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt011450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt060850
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0107300
IRS990ScheduleA/TotalSupportAmt0107300
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0287
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0553
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0840
IRS990ScheduleD/ExpensesNotReportedAmt04397
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt031672
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt04397
IRS990ScheduleD/OtherRevenueAmt04397
IRS990ScheduleD/RevenueNotReportedAmt04397
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt045581
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE ORGANIZATION'S OPEN AUDIT PERIODS ARE 2014 TO 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT COSTS OF FUNDRAISING EVENT 4,397.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT COSTS OF FUNDRAISING EVENT 4,397.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0287
IRS990ScheduleD/TotalExpensesPerForm990Amt031672
IRS990ScheduleD/TotalRevenuePerForm990Amt045581
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt049978
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt036069
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO FILING, THE FORM 990 IS PREPARED AND PRESENTED TO THE ORGANIZATION'S EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL, AND THEN SUBMITTED TO THE BOARD FOR FINAL APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ON AN ANNUAL BASIS, OFFICERS, DIRECTORS, AND MEMBERS OF COMMITTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT, WHICH ARE COLLECTED AND REVIEWED BY THE EXECUTIVE COMMITTEE. ANY CONFLICTS IDENTIFIED ARE RESOLVED AS APPROPRIATE. UPDATES ARE CONSIDERED DURING THE YEAR AS CIRCUMSTANCES WARRANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 TAX RETURN AVAILABLE TO THE PUBLIC UPON THEIR REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM TRAINING AND CONSULTING FEES: PROGRAM SERVICE EXPENSES 5,281. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,281.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt036717
IRS990/TotalAssetsEOYAmt049818
IRS990/TotalAssetsGrp/BOYAmt036717
IRS990/TotalAssetsGrp/EOYAmt049818
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt035000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02317
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07279
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt022076
IRS990/TotalFunctionalExpensesGrp/TotalAmt031672
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0808
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0808
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt035909
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt049818
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt022076
IRS990/TotalProgramServiceRevenueAmt05201

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