Civic Intelligence

Florida Botanical Gardens Foundation Inc.

990 • Fiscal year 2015 • EIN 59-1230940

Oct 01, 2014 to Sep 30, 2015 • Filed on Feb 04, 2016

12520 Ulmerton RoadLargo, FL 33774

(727) 582-2117

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

41st percentile

0.02x

Higher debt load relative to assets than 41% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

44th percentile

0.03x

Higher debt load relative to revenue than 44% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

48th percentile

2.5%

Faster revenue growth than 48% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$799,672

Up $83,468 (+12%) from 2014

Net Assets

Up

$786,490

Up $85,841 (+12%) from 2014

Liabilities

Down

$13,182

Down $2,373 (-15%) from 2014

Revenue

Up

$520,240

Up $12,734 (+2.5%) from 2014

Expenses

Down

$418,724

Down $234 (-0.1%) from 2014

Net Income

Up

$101,516

Up $12,968 (+15%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $352,235Liabilities 2011: $7,104Net Assets 2011: $345,1312011Assets 2012: $398,565Liabilities 2012: $6,190Net Assets 2012: $392,3752012Assets 2013: $649,129Liabilities 2013: $12,998Net Assets 2013: $636,1312013Assets 2014: $716,204Liabilities 2014: $15,555Net Assets 2014: $700,6492014Assets 2015: $799,672Liabilities 2015: $13,182Net Assets 2015: $786,4902015Assets 2016: $1,011,424Liabilities 2016: $26,427Net Assets 2016: $984,9972016Assets 2017: $1,103,471Liabilities 2017: $12,943Net Assets 2017: $1,090,5282017Assets 2018: $1,056,620Liabilities 2018: $30,533Net Assets 2018: $1,026,0872018Assets 2019: $993,800Liabilities 2019: $24,922Net Assets 2019: $968,8782019Assets 2020: $1,451,502Liabilities 2020: $37,228Net Assets 2020: $1,414,2742020Assets 2021: $1,360,324Liabilities 2021: $48,128Net Assets 2021: $1,312,1962021Assets 2022: $1,671,232Liabilities 2022: $180,890Net Assets 2022: $1,490,3422022Assets 2023: $1,850,504Liabilities 2023: $696,106Net Assets 2023: $1,154,3982023Assets 2024: $1,252,857Liabilities 2024: $202,544Net Assets 2024: $1,050,3132024

Highlighted filing

2015

Assets$799,672
Liabilities$13,182
Net Assets$786,490

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $394,5472011Expenses 2012: $307,3502012Expenses 2013: $266,1302013Revenue 2014: $507,506Expenses 2014: $418,958Net Income 2014: $88,5482014Revenue 2015: $520,240Expenses 2015: $418,724Net Income 2015: $101,5162015Revenue 2016: $544,064Expenses 2016: $380,267Net Income 2016: $163,7972016Revenue 2017: $538,637Expenses 2017: $431,535Net Income 2017: $107,1022017Revenue 2018: $581,561Expenses 2018: $652,173Net Income 2018: -$70,6122018Revenue 2019: $436,662Expenses 2019: $532,008Net Income 2019: -$95,3462019Revenue 2020: $910,792Expenses 2020: $473,780Net Income 2020: $437,0122020Revenue 2021: $325,403Expenses 2021: $436,003Net Income 2021: -$110,6002021Revenue 2022: $1,004,261Expenses 2022: $737,931Net Income 2022: $266,3302022Revenue 2023: $2,536,401Expenses 2023: $2,905,788Net Income 2023: -$369,3872023Revenue 2024: $783,654Expenses 2024: $894,291Net Income 2024: -$110,6372024

Highlighted filing

2015

Revenue$520,240
Expenses$418,724
Net Income$101,516
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 4, 2016
Return Version
2014v6.0
Gross Receipts
$556,437
Mission and Program Overview

Mission

To provide leadership and financial support for the florida botanical gardens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$574,869$695,334▲ $120,465
Cash and Non-Interest-Bearing Accounts$71,380$41,004▼ $30,376
Inventories for Sale or Use$14,518$14,179▼ $339
Prepaid Expenses and Deferred Charges$10,999$9,999▼ $1,000
Savings and Temporary Cash Investments$7,510$2,514▼ $4,996
Land, Buildings, and Equipment, Net$453$167▼ $286
Total Assets$716,204$799,672▲ $83,468
Other Assets Total$36,475$36,475→ $0
Liabilities
Deferred Revenue$14,410$12,096▼ $2,314
Accounts Payable and Accrued Expenses$1,145$1,086▼ $59
Total Liabilities$15,555$13,182▼ $2,373
Net Assets / Fund Balance
Unrestricted Net Assets$664,174$750,015▲ $85,841
Permanently Rstr Net Assets$36,475$36,475→ $0
Total Net Assets Fund Balance$700,649$786,490▲ $85,841
Total Liabilities and Net Assets / Fund Balance$716,204$799,672▲ $83,468

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$167$35,061$35,228
Compensation and Service Providers

Board Members and Trustees

NameTitle
Terry BerubePresident
Emma EshbaughSecretary
Howard HonigbaumTreasurer
Terri ZieglerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$416,495
Program Service Revenue
$20,383
Investment Income
$23,401
Other Revenue
$59,961
All Other Contributions
$384,154
Change in Net Assets
$101,516

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table4$199,059
Total Noncash Contributions4$199,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$395,031
Salaries, Compensation, and Employee Benefits$23,693
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$174,476$1,231-$175,707
Fees for Services Other$61,398$3,000-$64,398
Occupancy$21,600$3,725-$25,325
Other Salaries and Wages$22,009--$22,009
Fees for Services Accounting-$12,500-$12,500
Fees for Service Investment Mgmnt Fees-$6,751-$6,751
Insurance-$5,306-$5,306
Information Technology$1,734$1,741-$3,475
All Other Expenses$1,959$270-$2,229
Other Expenses$89$1,671-$1,760
Payroll Taxes$1,684--$1,684
Office Expenses$116$1,162-$1,278
Depreciation Depletion$286--$286
Travel$224--$224
Total Functional Expenses$380,665$38,059$0$418,724
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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, Page 6, Part VI, Line 2

Richard harder kathleen harder director director husband and wife richard berube terrry berube director president husband and wife

Form 990, Page 6, Part VI, Line 11B

Form reviewed and approved by the board of directors before filing.

Form 990, Page 6, Part VI, Line 12C

All responsible persons shall annually complete a conflict of interest disclosure form. The board vice president is responsible for assuring that all forms are signed.

Form 990, Page 6, Part VI, Line 19

Documents are not available to the public.

Filing and Contact Details

Filer

Filer Name
Florida Botanical Gardens
EIN
59-1230940
Address
12520 ULMERTON ROAD, LARGO, FL 33774

Signing Officer

Name
Howard Honigbaum
Title
Treasurer
Signed
2016-02-04

Organization Details

Formed
1993
Legal Domicile
Fl
Voting Board Members
19
Independent Board Members
19
Employees
1
Volunteers
225

Preparer

Firm
MELBY & ASSOCIATES PA CPA'S
Address
6420 CENTRAL AVE, SAINT PETERSBURG, FL 33707
Preparer
Robert M Melby CPA
Phone
7273277771
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

GIFT SHOP

Form 990, Part IX, Line 11G

Contract services 61,398 3,000 0

Form 990, Part XI, Line 9

Unrealized gain on investment 0 change in unrealized losses on investments 15,675

Raw XML Appendix396 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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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02618
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0993
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt035061
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt035228
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0167
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GIFT SHOP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RICHARD HARDER KATHLEEN HARDER DIRECTOR DIRECTOR HUSBAND AND WIFE RICHARD BERUBE TERRRY BERUBE DIRECTOR PRESIDENT HUSBAND AND WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL RESPONSIBLE PERSONS SHALL ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. THE BOARD VICE PRESIDENT IS RESPONSIBLE FOR ASSURING THAT ALL FORMS ARE SIGNED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONTRACT SERVICES 61,398 3,000 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UNREALIZED GAIN ON INVESTMENT 0 CHANGE IN UNREALIZED LOSSES ON INVESTMENTS 15,675
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990/TotalLiabilitiesGrp/EOYAmt013182
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0786490
IRS990/TotalOtherProgSrvcExpenseAmt054973
IRS990/TotalProgramServiceExpensesAmt0380665
IRS990/TotalProgramServiceRevenueAmt020383
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0103745
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0520240
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0799672
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IRS990/TravelGrp/TotalAmt0224
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0664174
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0750015
IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt019
IRS990/WebsiteAddressTxt0WWW.FLBG.ORG/FOUNDATION.HTM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HOWARD HONIGBAUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORIDA BOTANICAL GARDENS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0591230940
ReturnHeader/Filer/USAddress/AddressLine1Txt012520 ULMERTON ROAD
ReturnHeader/Filer/USAddress/CityNm0LARGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033774
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461110900
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MELBY & ASSOCIATES PA CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06420 CENTRAL AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033707
ReturnHeader/PreparerPersonGrp/PhoneNum07273277771
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT M MELBY CPA
ReturnHeader/ReturnTs02016-02-11T13:04:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.20$1.05$0.78$0.89$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.70$1.15$2.54$2.91$0.37
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.18$1.49$1.00$0.74$0.27
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.05$1.31$0.33$0.44$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.04$1.41$0.91$0.47$0.44
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.02$0.97$0.44$0.53$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.03$1.03$0.58$0.65$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.01$1.09$0.54$0.43$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.03$0.98$0.54$0.38$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.79$0.52$0.42$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.02$0.70$0.51$0.42$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.01$0.64$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.01$0.39$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.01$0.35$0.39