Civic Intelligence

Retired Educators Foundation of Orange County Florida

EIN 58-2144522 • 501(c)4 • Altamonte Springs, FL

Profile

Our mission is to provide scholarships for students seeking higher learning.

1118 Orienta AveAltamonte Springs, FL 32701
Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

90th percentile

56%

Higher net margin than 90% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

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

501(c)4 • $1M-$5M nonprofits • Source year 2024

Asset Growth

57th percentile

6.1%

Faster asset growth than 57% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

295%

Faster revenue growth than 95% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,070,366

Up $61,420 (+6.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,070,366

Up $61,420 (+6.1%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin90th percentile

Revenue

Up

$85,787

Up $64,095 (+295%) from 2023

Expenses

Down

$37,442

Down $3,680 (-8.9%) from 2023

Net Income

Up

$48,345

Up $67,775 (+349%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $934,479Liabilities 2010: $0Net Assets 2010: $934,4792010Assets 2011: $949,346Liabilities 2011: $0Net Assets 2011: $949,3462011Assets 2012: $937,598Liabilities 2012: $0Net Assets 2012: $937,5982012Assets 2013: $979,020Liabilities 2013: $0Net Assets 2013: $979,0202013Assets 2014: $970,952Liabilities 2014: $0Net Assets 2014: $970,9522014Assets 2015: $932,762Liabilities 2015: $0Net Assets 2015: $932,7622015Assets 2016: $945,659Liabilities 2016: $0Net Assets 2016: $945,6672016Assets 2017: $1,029,954Liabilities 2017: $0Net Assets 2017: $1,029,9542017Assets 2018: $940,287Liabilities 2018: $0Net Assets 2018: $940,2872018Assets 2019: $1,028,906Liabilities 2019: $0Net Assets 2019: $1,028,9062019Assets 2020: $1,057,059Liabilities 2020: $0Net Assets 2020: $1,057,0592020Assets 2021: $1,110,581Liabilities 2021: $0Net Assets 2021: $1,110,5812021Assets 2022: $945,827Liabilities 2022: $0Net Assets 2022: $945,8272022Assets 2023: $1,008,946Liabilities 2023: $0Net Assets 2023: $1,008,9462023Assets 2024: $1,070,366Liabilities 2024: $0Net Assets 2024: $1,070,3662024

Highlighted filing

2024

Assets$1,070,366
Liabilities$0
Net Assets$1,070,366
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $14,512Expenses 2010: $28,642Net Income 2010: -$14,1302010Revenue 2011: $31,908Expenses 2011: $17,041Net Income 2011: $14,8672011Revenue 2012: $27,659Expenses 2012: $31,883Net Income 2012: -$4,2242012Revenue 2013: $35,939Expenses 2013: $25,605Net Income 2013: $10,3342013Revenue 2014: $31,828Expenses 2014: $38,899Net Income 2014: -$7,0712014Revenue 2015: $20,356Expenses 2015: $39,193Net Income 2015: -$18,8372015Revenue 2016: $17,148Expenses 2016: $28,647Net Income 2016: -$11,4992016Revenue 2017: $121,533Expenses 2017: $44,528Net Income 2017: $77,0052017Revenue 2018: $28,166Expenses 2018: $61,492Net Income 2018: -$33,3262018Revenue 2019: $19,587Expenses 2019: $45,357Net Income 2019: -$25,7702019Revenue 2020: $70,541Expenses 2020: $39,855Net Income 2020: $30,6862020Revenue 2021: $97,307Expenses 2021: $45,658Net Income 2021: $51,6492021Revenue 2022: $39,102Expenses 2022: $38,670Net Income 2022: $4322022Revenue 2023: $21,692Expenses 2023: $41,122Net Income 2023: -$19,4302023Revenue 2024: $85,787Expenses 2024: $37,442Net Income 2024: $48,3452024

Highlighted filing

2024

Revenue$85,787
Expenses$37,442
Net Income$48,345
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,070,366
Liabilities
$0
Net assets
$1,070,366
Revenue
$85,787
Expenses
$37,442
Net income
$48,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.09$0.04$0.05
2023Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.02$0.04$0.02
2022Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.04$0.04$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.10$0.05$0.05
2020Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$0.07$0.04$0.03
2019Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.02$0.05$0.03
2018Summary only. Only limited summary data is available for this year.$0.94$0.00$0.94$0.03$0.06$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$0.12$0.04$0.08
2016Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.02$0.03$0.01
2015Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$0.02$0.04$0.02
2014Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.03$0.04$0.01
2013Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.04$0.03$0.01
2012Summary only. Only limited summary data is available for this year.$0.94$0.00$0.94$0.03$0.03$0.00
2011Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.03$0.02$0.01
2010Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$0.01$0.03$0.01
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 19, 2018
Return Version
2017v2.2
Gross Receipts
$121,533
Mission and Program Overview

Mission

Our mission is to provide scholarships to students seeking higher education.

Our mission is to provide scholarships for students seeking higher learning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$952,949$1,029,954▲ $77,005
Investments in Publicly Traded Securities$933,370$1,017,134▲ $83,764
Cash and Non-Interest-Bearing Accounts$19,579$12,820▼ $6,759
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$952,949$1,029,954▲ $77,005
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$952,949$1,029,954▲ $77,005
Total Liabilities and Net Assets / Fund Balance$952,949$1,029,954▲ $77,005
Compensation and Service Providers
Top Officer Pay63rd percentile

Board Members and Trustees

NameTitle
Robert FordPresident/Chair
Ellen JamesScholarship Chair
Dan BuckmanDirector
David MageeDirector
Juanita BoryscwichDirector
Mildred DunlapDirector
Tom TanksonDirector
Lois KolskiDirector (thru 06/2017)
Kim StutsmanDirector - Non-Voting (thru 06/2017)
Elizabeth SasserSecretary
Ann WinnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$121,533
Other Revenue
$0
Change in Net Assets
$77,005
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$28,000
Other Expenses$16,528
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$28,000--$28,000
Fees for Service Investment Mgmnt Fees-$14,317-$14,317
Office Expenses-$291-$291
Other Expenses-$62-$62
Total Functional Expenses$28,000$16,528$0$44,528
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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 11B

“The Organization's top management official and top financial official each review the Form 990 prior to its filing with the IRS. A copy of the final Form 990 is also provided to the voting members of the Organization's governing body prior to its filing with the IRS.”

Form 990, Part VI, Section C, line 19

“The Organization provides, upon request, copies of its Articles of Incorporation, bylaws, conflict of interest policy, and its financial statements.”

Form 990, Part VI, Section B, Line 15:

“All officers and directors of the Organization are volunteers. The Organization has no employees.”

Filing and Contact Details

Filer

Filer Name
Retired Educators Foundation of Orange
EIN
58-2144522
Phone
4079288653
Address
1118 Orienta Ave, Altamonte Springs, FL 32701

Signing Officer

Name
Ann Winn
Title
Treasurer
Phone
4079288653
Signed
2018-09-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Ford
Formed
1978
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
16

Preparer

Firm
Batts Morrison Wales & Lee PA
Address
801 North Orange Avenue Suite 800, Orlando, FL 32801
Preparer
Julia W James
Phone
4077706000
Supplemental Narrative

Additional Explanations

Form 990, Part X

“Certain beginning of the year balances reported in Column A have been updated to correct clerical errors on the prior year return.”

Raw XML Appendix342 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Our mission is to provide scholarships for students seeking higher learning.
IRS990/BooksInCareOfDetail/PersonNm0Ann Winn
IRS990/BooksInCareOfDetail/PhoneNum04079288653
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01118 Orienta Ave
IRS990/BooksInCareOfDetail/USAddress/CityNm0Altamonte Springs
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032701
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt019579
IRS990/CashNonInterestBearingGrp/EOYAmt012820
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt028000
IRS990/CYInvestmentIncomeAmt0121533
IRS990/CYOtherExpensesAmt016528
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt077005
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt044528
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0121533
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Our mission is to provide scholarships for students seeking higher learning.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt028000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt014317
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt014317
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0Robert Ford
IRS990/Form990PartVIISectionAGrp/PersonNm1Ann Winn
IRS990/Form990PartVIISectionAGrp/PersonNm2Elizabeth Sasser
IRS990/Form990PartVIISectionAGrp/PersonNm3Ellen James
IRS990/Form990PartVIISectionAGrp/PersonNm4Juanita Boryscwich
IRS990/Form990PartVIISectionAGrp/PersonNm5David Magee
IRS990/Form990PartVIISectionAGrp/PersonNm6Mildred Dunlap
IRS990/Form990PartVIISectionAGrp/PersonNm7Lois Kolski
IRS990/Form990PartVIISectionAGrp/PersonNm8Kim Stutsman
IRS990/Form990PartVIISectionAGrp/PersonNm9Tom Tankson
IRS990/Form990PartVIISectionAGrp/PersonNm10Dan Buckman
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0President/Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Scholarship Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director (thru 06/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director - Non-Voting (thru 06/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt028000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt028000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt028000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0121533
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0121533
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0121533
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0933370
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01017134
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Our mission is to provide scholarships for students seeking higher learning.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0952949
IRS990/NetAssetsOrFundBalancesEOYAmt01029954
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0291
IRS990/OfficeExpensesGrp/TotalAmt0291
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Miscellaneous Expense
IRS990/OtherExpensesGrp/Desc1License (Florida)
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01858
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt162
IRS990/OtherExpensesGrp/TotalAmt01858
IRS990/OtherExpensesGrp/TotalAmt162
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Robert Ford
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt024000
IRS990/PYInvestmentIncomeAmt017148
IRS990/PYOtherExpensesAmt04647
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-11499
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt028647
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017148
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt077005
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0952949
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01029954
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt028000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt016
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0To be considered for a grant, students are required to provide the Organization with certain information which may include transcripts, test scores and references. In addition, adult applicants must provide proof of completion of initial portion of their degree program. Proof of enrollment is required prior to the release of grant funds. Scholarships are one-time awards. As such, the Organization feels no additional monitoring is necessary.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization's top management official and top financial official each review the Form 990 prior to its filing with the IRS. A copy of the final Form 990 is also provided to the voting members of the Organization's governing body prior to its filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization provides, upon request, copies of its Articles of Incorporation, bylaws, conflict of interest policy, and its financial statements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All officers and directors of the Organization are volunteers. The Organization has no employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Certain beginning of the year balances reported in Column A have been updated to correct clerical errors on the prior year return.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part X
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0952949
IRS990/TotalAssetsEOYAmt01029954
IRS990/TotalAssetsGrp/BOYAmt0952949
IRS990/TotalAssetsGrp/EOYAmt01029954
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016528
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt028000
IRS990/TotalFunctionalExpensesGrp/TotalAmt044528
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0952949
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01029954
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt028000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0121533
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0121533
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0952949
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01029954
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01118 Orienta Ave
IRS990/USAddress/CityNm0Altamonte Springs
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032701
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Ann Winn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04079288653
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Retired Educators Foundation of Orange
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0County Florida
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0582144522
ReturnHeader/Filer/PhoneNum04079288653
ReturnHeader/Filer/USAddress/AddressLine1Txt01118 Orienta Ave
ReturnHeader/Filer/USAddress/CityNm0Altamonte Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0935CACE8365413C0D76314017BD70661184C200E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0935CACE8365413C0D76314017BD70661184C200E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.25.81.133
ReturnHeader/FilingSecurityInformation/IPDt02018-09-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:24:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204193611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Batts Morrison Wales & Lee PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 North Orange Avenue Suite 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orlando
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032801
ReturnHeader/PreparerPersonGrp/PhoneNum04077706000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Julia W James
ReturnHeader/ReturnTs02018-09-19T22:13:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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