Civic Intelligence

Bishop Gray Retirement Foundation Inc

EIN 59-0696299 • 501(c)3 • Winter Park, FL

View Organization Page

Profile

To subsidize housing and healthcare for the aged in financial need under the auspices and control of the central, sw, and se florida dioceses of the episcopal church.

PO Box 233Winter Park, FL 32790

www.bgrfoundation.org

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

51st percentile

4.9%

Higher net margin than 51% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

18th percentile

$73,440

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

51st percentile

4.7%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-0.9%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$14,467,603

Up $655,355 (+4.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$14,467,603

Up $655,355 (+4.7%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin51st percentile

Revenue

Down

$842,618

Down $7,451 (-0.9%) from 2023

Expenses

Up

$801,715

Up $26,637 (+3.4%) from 2023

Net Income

Down

$40,903

Down $34,088 (-45%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $9,472,392Liabilities 2010: $2,394Net Assets 2010: $9,469,9982010Assets 2011: $8,996,507Liabilities 2011: $11,185Net Assets 2011: $8,985,3222011Assets 2012: $10,403,153Liabilities 2012: $2,168Net Assets 2012: $10,400,9852012Assets 2013: $12,020,052Liabilities 2013: $780Net Assets 2013: $12,019,2722013Assets 2014: $11,992,741Liabilities 2014: $1,607Net Assets 2014: $11,991,1342014Assets 2015: $11,309,748Liabilities 2015: $3,574Net Assets 2015: $11,306,1742015Assets 2016: $11,451,350Liabilities 2016: $729Net Assets 2016: $11,450,6212016Assets 2017: $13,027,310Liabilities 2017: $1,503Net Assets 2017: $13,025,8072017Assets 2018: $11,558,661Liabilities 2018: $2,088Net Assets 2018: $11,556,5732018Assets 2019: $13,363,345Liabilities 2019: $39Net Assets 2019: $13,363,3062019Assets 2020: $15,248,742Liabilities 2020: $11,022Net Assets 2020: $15,237,7202020Assets 2021: $16,024,048Liabilities 2021: $613Net Assets 2021: $16,023,4352021Assets 2022: $12,511,461Liabilities 2022: $648Net Assets 2022: $12,510,8132022Assets 2023: $13,812,248Liabilities 2023: $0Net Assets 2023: $13,812,2482023Assets 2024: $14,467,603Liabilities 2024: $0Net Assets 2024: $14,467,6032024

Highlighted filing

2024

Assets$14,467,603
Liabilities$0
Net Assets$14,467,603
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$1.0M$500K$0-$500KExpenses 2010: $410,0602010Revenue 2011: $653,708Expenses 2011: $385,784Net Income 2011: $267,9242011Expenses 2012: $422,3002012Revenue 2013: $623,709Expenses 2013: $591,444Net Income 2013: $32,2652013Revenue 2014: $482,122Expenses 2014: $639,413Net Income 2014: -$157,2912014Revenue 2015: $560,199Expenses 2015: $581,841Net Income 2015: -$21,6422015Revenue 2016: $741,937Expenses 2016: $614,514Net Income 2016: $127,4232016Revenue 2017: $550,718Expenses 2017: $588,824Net Income 2017: -$38,1062017Revenue 2018: $613,235Expenses 2018: $603,351Net Income 2018: $9,8842018Revenue 2019: $611,393Expenses 2019: $661,765Net Income 2019: -$50,3722019Revenue 2020: $592,227Expenses 2020: $670,160Net Income 2020: -$77,9332020Revenue 2021: $609,045Expenses 2021: $593,105Net Income 2021: $15,9402021Revenue 2022: $792,462Expenses 2022: $711,178Net Income 2022: $81,2842022Revenue 2023: $850,069Expenses 2023: $775,078Net Income 2023: $74,9912023Revenue 2024: $842,618Expenses 2024: $801,715Net Income 2024: $40,9032024

Highlighted filing

2024

Revenue$842,618
Expenses$801,715
Net Income$40,903
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$14,467,603
Liabilities
$0
Net assets
$14,467,603
Revenue
$842,618
Expenses
$801,715
Net income
$40,903
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$0.84$0.80$0.04
2023Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.85$0.78$0.07
2022Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.79$0.71$0.08
2021Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$0.61$0.59$0.02
2020Detailed filing. Detailed filing data is available for this year.$15.2$0.01$15.2$0.59$0.67$0.08
2019Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.61$0.66$0.05
2018Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.61$0.60$0.01
2017Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.55$0.59$0.04
2016Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.74$0.61$0.13
2015Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.56$0.58$0.02
2014Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.48$0.64$0.16
2013Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.62$0.59$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$0.00$10.4$0.42
2011Summary only. Only limited summary data is available for this year.$9.00$0.01$8.99$0.65$0.39$0.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.47$0.00$9.47$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 30, 2025
Return Version
2024v5.2
Gross Receipts
$842,618
Mission and Program Overview

Mission

To subsidize housing and healthcare for the aged in financial need under the auspices and control of the central, sw, and se florida dioceses of the episcopal church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,706,403$12,107,649▲ $401,246
Investments Other Securities$1,950,935$2,170,239▲ $219,304
Savings and Temporary Cash Investments$34,575$62,380▲ $27,805
Accounts Receivable$5,000$0▼ $5,000
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$13,812,248$14,467,603▲ $655,355
Other Assets Total$115,335$127,335▲ $12,000
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,138,699$11,794,054▲ $655,355
Net Assets With Donor Restrictions$2,673,549$2,673,549→ $0
Total Net Assets Fund Balance$13,812,248$14,467,603▲ $655,355
Total Liabilities and Net Assets / Fund Balance$13,812,248$14,467,603▲ $655,355

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$756$756
Other Securities$2,170,239--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$10,000,000-▲ $1,177,011$-1,177,011$10,000,000
2023$10,000,000-▲ $1,724,966$-1,724,966$10,000,000
2022$10,000,000-▼ $2,742,538$-2,742,538$10,000,000
2021$10,000,000-▲ $1,250,279$-1,250,279$10,000,000
2020$10,000,000-▲ $2,302,889$-2,302,889$10,000,000
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ginger Van ValkenburghExecutive DirectorPT$66,875$6,565$73,440

Board Members and Trustees

NameTitle
The Rt Rev Douglas ScharfPresident/trustee
The Rt Rev Dr Justin HolcombVice President/trustee
Mr Alexander C MackinnonSecretary/trustee
Mr Guy D ColadoTreasurer/trustee
Dr C Thomas GoodingTrustee
Dr Harlington HannaTrustee
Dr Helen BhagwandinTrustee
Mr Trevor WhitleyTrustee
Ms Barbara MackenzieTrustee
Ms Malvern MathisTrustee
The Rev Deacon Bill MoyersTrustee
The Rev Deacon Denise C HealyTrustee
The Rev Deacon Kim SpearTrustee
The Rt Rev Peter EatonTrustee
The Very Rev Hugh McglashonjrTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$166,455
Program Service Revenue
$0
Investment Income
$676,163
Other Revenue
$0
All Other Contributions
$166,455
Change in Net Assets
$40,903

Audited Revenue Reconciliation

Revenue per Audited Statements
$842,618
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$614,452
Total Revenue per Audited Statements
$1,457,070
Total Revenue per Form 990
$842,618
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$700,272
Salaries, Compensation, and Employee Benefits$78,556
Other Expenses$22,887
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$700,272--$700,272
Current Officers, Directors, Trustees, and Key Employees$40,125$26,750-$66,875
Fees for Services Accounting-$9,229-$9,229
Pension Plan Contributions$3,614$2,410-$6,024
Insurance$3,053$2,077-$5,130
Payroll Taxes$3,071$2,046-$5,117
Other Expenses$1,006$671-$1,677
Travel$427$284-$711
Other Employee Benefits$324$216-$540
Information Technology-$403-$403
Advertising$276--$276
Total Functional Expenses$755,444$46,271$0$801,715

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$801,715
Total Expenses per Audited Statements$801,715
Total Expenses per Form 990$801,715
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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 A, Line 7A

“The bishops of the three sponsoring dioceses, who by their position are members of the board, appoint the other members of the board from their respective diocese.”

Form 990, Part VI, Section B, Line 11B

“A draft of form 990 was reviewed in detail by the executive director and the secretary (voting board member) of the board of trustees for any changes prior to submission to the irs. A copy of the form 990 filed will be provided to the other board members after submission to the irs.”

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

“The conflict of interest policy requires conflicts of interest to be disclosed to the president of the organization on an ongoing basis for any required action. In addition, at the time of receipt of a copy of the policy, members of the board of trustees, officers, and key employees are required to affirm, through a signed declaration that advises there are no conflicts of interest or advising there are possibilities which must be discussed and/or disclosed. The conflict of interest policy is reviewed annually by the board of trustees and all trustees must submit the "board member confict of interest disclosure form" if they have any conflicts to report.”

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

“The executive director's compensation determination is part of the budgetary process - the compensation amount is based on the fair market value of the position and approved by the board, whose members are knowledgable of and active with similar not-for-profit entities and therefore, knowledgeable as to the fair market value of the position involved.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Bishop Gray Retirement Foundation Inc
EIN
59-0696299
Phone
4076449866
Address
PO BOX 233, WINTER PARK, FL 32790

Signing Officer

Name
Ginger Van Valkenburgh
Title
Executive Director
Phone
4076449866
Signed
2025-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ginger Van Valkenburgh
Formed
1895
Legal Domicile
Fl
Voting Board Members
15
Independent Board Members
15
Employees
1
Volunteers
15

Preparer

Firm
Ra Simasek Pa
Address
601 N FERN CREEK AVE STE 110, ORLANDO, FL 32803
Preparer
Regis Martin Simasek
Phone
4078945050
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“No change in the oversight or selection process during the tax year.”

Financial Statement Notes

PART V, LINE 4:

“The organization's endowment consists of various individual funds established for essentially one purpose, which is to provide retirement (i.e. Housing and health care) assistance for eligible episcopalians from the central, southwest and southeast florida dioceses of the episcopal church. Quasi-endowment funds were established by the board in 2014 for the above referenced purpose - that is, the income from these net assets are to support the operations of the organization.”

Raw XML AppendixShowing 400 of 559 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/AccountsReceivableGrp/BOYAmt05000
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUBSIDIZE HOUSING AND HEALTHCARE FOR THE AGED IN FINANCIAL NEED UNDER THE AUSPICES AND CONTROL OF THE CENTRAL, SW, AND SE FLORIDA DIOCESES OF THE EPISCOPAL CHURCH.
IRS990/AdvertisingGrp/ProgramServicesAmt0276
IRS990/AdvertisingGrp/TotalAmt0276
IRS990/AllOtherContributionsAmt0166455
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GINGER VAN VALKENBURGH
IRS990/BooksInCareOfDetail/PhoneNum04076449866
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 233
IRS990/BooksInCareOfDetail/USAddress/CityNm0WINTER PARK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032790
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt026750
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt040125
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt066875
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0166455
IRS990/CYGrantsAndSimilarPaidAmt0700272
IRS990/CYInvestmentIncomeAmt0676163
IRS990/CYOtherExpensesAmt022887
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt040903
IRS990/CYSalariesCompEmpBnftPaidAmt078556
IRS990/CYTotalExpensesAmt0801715
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0842618
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SUBSIDIZING QUALITY RETIREMENT HOUSING AND RELATED COSTS FOR AGED INDIVIDUALS (I.E. EPISCOPALIANS UNDER THE AUSPICES OF THE EPISCOPAL DIOCESES OF CENTRAL, SOUTHWEST, AND SOUTHEAST FLORIDA) WHO CAN DEMONSTRATE A FINANCIAL NEED - PAYMENTS PRIMARILY MADE DIRECTLY TO SERVICE PROVIDERS - 58 AGED INDIVIDUALS SERVED IN 2024.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02673549
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02673549
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0755444
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09229
IRS990/FeesForServicesAccountingGrp/TotalAmt09229
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1525.00
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/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt156565
IRS990/Form990PartVIISectionAGrp/PersonNm0THE RT REV DOUGLAS SCHARF
IRS990/Form990PartVIISectionAGrp/PersonNm1THE RT REV DR JUSTIN HOLCOMB
IRS990/Form990PartVIISectionAGrp/PersonNm2MR ALEXANDER C MACKINNON
IRS990/Form990PartVIISectionAGrp/PersonNm3MR GUY D COLADO
IRS990/Form990PartVIISectionAGrp/PersonNm4DR C THOMAS GOODING
IRS990/Form990PartVIISectionAGrp/PersonNm5THE REV DEACON BILL MOYERS
IRS990/Form990PartVIISectionAGrp/PersonNm6THE REV DEACON DENISE C HEALY
IRS990/Form990PartVIISectionAGrp/PersonNm7THE VERY REV HUGH MCGLASHONJR
IRS990/Form990PartVIISectionAGrp/PersonNm8THE RT REV PETER EATON
IRS990/Form990PartVIISectionAGrp/PersonNm9DR HELEN BHAGWANDIN
IRS990/Form990PartVIISectionAGrp/PersonNm10DR HARLINGTON HANNA
IRS990/Form990PartVIISectionAGrp/PersonNm11THE REV DEACON KIM SPEAR
IRS990/Form990PartVIISectionAGrp/PersonNm12MS MALVERN MATHIS
IRS990/Form990PartVIISectionAGrp/PersonNm13MS BARBARA MACKENZIE
IRS990/Form990PartVIISectionAGrp/PersonNm14MR TREVOR WHITLEY
IRS990/Form990PartVIISectionAGrp/PersonNm15GINGER VAN VALKENBURGH
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/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1566875
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/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01895
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0700272
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0700272
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0700272
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0842618
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0403
IRS990/InformationTechnologyGrp/TotalAmt0403
IRS990/InsuranceGrp/ManagementAndGeneralAmt02077
IRS990/InsuranceGrp/ProgramServicesAmt03053
IRS990/InsuranceGrp/TotalAmt05130
IRS990/InvestmentIncomeGrp/ExclusionAmt0676163
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0676163
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01950935
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02170239
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011706403
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012107649
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0756
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt0756
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUBSIDIZE HOUSING AND HEALTHCARE FOR THE AGED IN FINANCIAL NEED UNDER THE AUSPICES AND CONTROL OF THE CENTRAL, SW, AND SE FLORIDA DIOCESES OF THE EPISCOPAL CHURCH.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013812248
IRS990/NetAssetsOrFundBalancesEOYAmt014467603
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0614452
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt011138699
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt011794054
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0115335
IRS990/OtherAssetsTotalGrp/EOYAmt0127335
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0216
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0324
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0540
IRS990/OtherExpensesGrp/Desc0BOARD MEETING COSTS
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01115
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11070
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2671
IRS990/OtherExpensesGrp/ProgramServicesAmt01672
IRS990/OtherExpensesGrp/ProgramServicesAmt11604
IRS990/OtherExpensesGrp/ProgramServicesAmt21006
IRS990/OtherExpensesGrp/TotalAmt02787
IRS990/OtherExpensesGrp/TotalAmt12674
IRS990/OtherExpensesGrp/TotalAmt21677
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02046
IRS990/PayrollTaxesGrp/ProgramServicesAmt03071
IRS990/PayrollTaxesGrp/TotalAmt05117
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02410
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03614
IRS990/PensionPlanContributionsGrp/TotalAmt06024
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GINGER VAN VALKENBURGH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0165329
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0677133
IRS990/PYInvestmentIncomeAmt0684740
IRS990/PYOtherExpensesAmt022184
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt074991
IRS990/PYSalariesCompEmpBnftPaidAmt075761
IRS990/PYTotalExpensesAmt0775078
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0850069
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt040903
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt034575
IRS990/SavingsAndTempCashInvstGrp/EOYAmt062380
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0596168979
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1591282026
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2591276272
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd21
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0217325
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1198975
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2283972
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EPIS DIOCESE OF CENT FL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1EPIS DIOCESE OF SW FL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2EPIS DIOCESE OF SE FL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0700272
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/BoardDesignatedBalanceEOYPct00.85000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010000000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010000000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01177011
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-1177011
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010000000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010000000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01724966
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-1724966
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010000000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010000000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2742538
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0-2742538
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt010000000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010000000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01250279
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0-1250279
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt010000000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010000000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02302889
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-2302889
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0756
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0756
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0801715
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0614452
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02170239
IRS990ScheduleD/OtherSecuritiesGrp/Desc0NAV IN FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.15000
IRS990ScheduleD/RevenueNotReportedAmt0614452
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0842618
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S ENDOWMENT CONSISTS OF VARIOUS INDIVIDUAL FUNDS ESTABLISHED FOR ESSENTIALLY ONE PURPOSE, WHICH IS TO PROVIDE RETIREMENT (I.E. HOUSING AND HEALTH CARE) ASSISTANCE FOR ELIGIBLE EPISCOPALIANS FROM THE CENTRAL, SOUTHWEST AND SOUTHEAST FLORIDA DIOCESES OF THE EPISCOPAL CHURCH. QUASI-ENDOWMENT FUNDS WERE ESTABLISHED BY THE BOARD IN 2014 FOR THE ABOVE REFERENCED PURPOSE - THAT IS, THE INCOME FROM THESE NET ASSETS ARE TO SUPPORT THE OPERATIONS OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02170239
IRS990ScheduleD/TotalExpensesPerForm990Amt0801715
IRS990ScheduleD/TotalRevenuePerForm990Amt0842618

Document Assets

No mirrored PDF or thumbnail assets are attached yet.