Civic Intelligence

La Amistad Foundation Inc.

990 • Fiscal year 2020 • EIN 59-1300982

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileWWW.LAAMISTAD.ORG

View Organization Page

8400 LA Amistad CoveFern Park, FL 32730-2900

(407) 331-7226

Siviq Scores

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

Liabilities / Assets

29th percentile

0.04x

Higher debt load relative to assets than 29% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.08x

Higher debt load relative to revenue than 27% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

47th percentile

$115,105

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

56th percentile

8.4%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

41%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$6,587,065

Up $509,968 (+8.4%) from 2019

Net Assets

Up

$6,310,231

Up $541,317 (+9.4%) from 2019

Liabilities

Down

$276,834

Down $31,349 (-10%) from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin69th percentile

Revenue

Up

$3,580,041

Up $1,036,103 (+41%) from 2019

Expenses

Up

$3,063,066

Up $303,642 (+11%) from 2019

Net Income

Up

$516,975

Up $732,461 (+340%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,925,224Liabilities 2011: $991,584Net Assets 2011: $3,933,6402011Assets 2012: $4,748,150Liabilities 2012: $726,980Net Assets 2012: $4,021,1702012Assets 2013: $4,858,940Liabilities 2013: $605,400Net Assets 2013: $4,253,5402013Assets 2014: $4,889,270Liabilities 2014: $506,510Net Assets 2014: $4,382,7602014Assets 2015: $5,579,520Liabilities 2015: $264,590Net Assets 2015: $5,314,9302015Assets 2016: $5,994,380Liabilities 2016: $272,160Net Assets 2016: $5,722,2202016Assets 2017: $6,323,230Liabilities 2017: $277,340Net Assets 2017: $6,045,8902017Assets 2018: $6,190,273Liabilities 2018: $236,333Net Assets 2018: $5,953,9402018Assets 2019: $6,077,097Liabilities 2019: $308,183Net Assets 2019: $5,768,9142019Assets 2020: $6,587,065Liabilities 2020: $276,834Net Assets 2020: $6,310,2312020Assets 2021: $6,458,250Liabilities 2021: $287,415Net Assets 2021: $6,170,8352021Assets 2022: $6,494,405Liabilities 2022: $415,860Net Assets 2022: $6,078,5452022Assets 2023: $6,465,072Liabilities 2023: $362,329Net Assets 2023: $6,102,7432023Assets 2024: $6,457,810Liabilities 2024: $548,635Net Assets 2024: $5,909,1752024

Highlighted filing

2020

Assets$6,587,065
Liabilities$276,834
Net Assets$6,310,231
Open 2020 Filing

Operations Trend

Revenue Growth86th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $2,126,7202011Expenses 2012: $2,227,0702012Revenue 2013: $2,589,739Expenses 2013: $2,379,038Net Income 2013: $210,7012013Revenue 2014: $2,560,547Expenses 2014: $2,433,799Net Income 2014: $126,7482014Revenue 2015: $3,558,683Expenses 2015: $2,622,352Net Income 2015: $936,3312015Revenue 2016: $3,116,947Expenses 2016: $2,717,839Net Income 2016: $399,1082016Revenue 2017: $3,203,220Expenses 2017: $2,904,080Net Income 2017: $299,1402017Revenue 2018: $2,720,531Expenses 2018: $2,802,787Net Income 2018: -$82,2562018Revenue 2019: $2,543,938Expenses 2019: $2,759,424Net Income 2019: -$215,4862019Revenue 2020: $3,580,041Expenses 2020: $3,063,066Net Income 2020: $516,9752020Revenue 2021: $2,785,900Expenses 2021: $2,956,350Net Income 2021: -$170,4502021Revenue 2022: $2,933,135Expenses 2022: $2,988,355Net Income 2022: -$55,2202022Revenue 2023: $3,364,678Expenses 2023: $3,363,806Net Income 2023: $8722023Revenue 2024: $3,674,490Expenses 2024: $3,890,702Net Income 2024: -$216,2122024

Highlighted filing

2020

Revenue$3,580,041
Expenses$3,063,066
Net Income$516,975
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$3,580,041
Mission and Program Overview

Mission

Long-term residential program for adults with chronic mental illness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,617,096$3,441,182▼ $175,914
Savings and Temporary Cash Investments$1,760,435$2,454,517▲ $694,082
Cash and Non-Interest-Bearing Accounts$316,917$269,114▼ $47,803
Investments Program Related-$224,974-
Prepaid Expenses and Deferred Charges$100,836$120,254▲ $19,418
Accounts Receivable$4,842$32,995▲ $28,153
Pledges and Grants Receivable$53,000$19,201▼ $33,799
Investments in Publicly Traded Securities$209,321$10,178▼ $199,143
Total Assets$6,077,097$6,587,065▲ $509,968
Other Assets Total$14,650$14,650→ $0
Liabilities
Escrow Account Liability$161,790$176,802▲ $15,012
Other Liabilities$123,669$74,296▼ $49,373
Accounts Payable and Accrued Expenses$22,724$25,736▲ $3,012
Total Liabilities$308,183$276,834▼ $31,349
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,564,124$6,150,153▲ $586,029
Net Assets With Donor Restrictions$204,790$160,078▼ $44,712
Total Net Assets Fund Balance$5,768,914$6,310,231▲ $541,317
Total Liabilities and Net Assets / Fund Balance$6,077,097$6,587,065▲ $509,968

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,114,054$3,370,876$6,484,930
Land$310,540-$310,540
Equipment$16,588$96,403$112,991

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$104,390---$104,390
2019$104,390---$104,390
2018$104,390---$104,390
2017$104,390---$104,390
2016$104,390---$104,390
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carlton Talley IiiChief ExecutFT$101,389$13,716$115,105

Board Members and Trustees

NameTitle
Linda RimmerChairperson
Bryn AuldTrustee
Helen BoothTrustee
Lindy Rich KuykendallTrustee
Teresa WilliamsTrustee
Bruce WoodruffSecretary
Tom DucheneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,166,401
Program Service Revenue
$2,390,610
Investment Income
$15,665
Other Revenue
$7,365
All Other Contributions
$730,641
Change in Net Assets
$516,975

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,580,041
Revenue Not Reported on Form 990
$24,344
Total Revenue per Audited Statements
$3,604,385
Total Revenue per Form 990
$3,580,041
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,911,215
Other Expenses$1,128,229
Total Fundraising Expense$194,774
Grants and Similar Amounts Paid$23,622
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,206,727$157,633$96,484$1,460,844
Occupancy$281,536$23,162-$304,698
Depreciation Depletion$156,891$22,114$4,054$183,059
Other Employee Benefits$126,496$18,826$11,093$156,415
Insurance$119,922$16,733$2,789$139,444
Current Officers, Directors, Trustees, and Key Employees$40,287$51,797$23,021$115,105
Payroll Taxes$81,161$13,280$7,629$102,070
Advertising$41,764-$43,823$85,587
Pension Plan Contributions$65,036$7,127$4,618$76,781
Fees for Services Other$45,071-$1,263$46,334
Office Expenses$17,849$17,849-$35,698
Fees for Services Accounting-$26,834-$26,834
Grants to Domestic Individuals$23,622--$23,622
Travel$10,552$3,880-$14,432
Conferences and Meetings$7,292$1,823-$9,115
All Other Expenses$1,969$4,794-$6,763
Other Expenses$4,053$3,172-$4,053
Information Technology$3,473--$3,473
Total Functional Expenses$2,484,179$384,113$194,774$3,063,066

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,063,066
Total Expenses per Audited Statements$3,063,066
Total Expenses per Form 990$3,063,066
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,365
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tennis Tourname$48,565$7,365-$7,365
Total Events$48,565$7,365-$7,365
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Pto$40,006
Accrued Payroll$17,982
Accrued Expenses$16,308
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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 11B

“Board members review form 990 in a board meeting prior to filing the return.”

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

“Each board member provides a signed statement annually.”

Form 990, Page 6, Part VI, Line 15A

“Each board member completes an annual evaluation form on the ceo's performance. Outcome is discussed by the board members (facilitated by the chairman) and compensation is determined by the board based on the annual evaluation.”

Form 990, Page 6, Part VI, Line 15B

“There are no compensated officers and no other key employees.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are provided to the public upon request in compliance with irs requirements.”

Filing and Contact Details

Filer

Filer Name
La Amistad Foundation Inc
EIN
59-1300982
Phone
4073317226
Address
8400 LA AMISTAD COVE, FERN PARK, FL 32730-2900

Signing Officer

Name
Carlton Talley Iii
Title
Chief Executive Off.
Phone
4073317226
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carlton Talley Iii
Formed
1970
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
64
Volunteers
25

Preparer

Firm
Michael Galloway & Company Pa
Address
2000 TOWN PLAZA CT, WINTER SPRINGS, FL 32708
Preparer
Wm Michael Galloway
Phone
4076951667
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“Organization maintains program service refundable deposits and also maintains program service resident funds upon request of parents and/or guardians. All are returned to residents upon termination of residency.”

Schedule D, Page 2, Part V, Line 4

“The endowment fund is to be held in perpetuity with the income available for operations subject to the endowment fund earnings.”

Raw XML AppendixShowing 400 of 528 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/Desc0LA AMISTAD FOUNDATION, INC. DOES BUSINESS AS LAKEWOOD CENTER, A 52-BED LONG-TERM RESIDENTIAL TREATMENT PROGRAM FOR ADULTS WITH CHRONIC MENTAL ILLNESS. THE PROGRAM OFFERS 24-HOUR SUPERVISION, CASE MANAGEMENT, GROUP AND INDIVIDUAL THERAPY, VOCATIONAL PROGRAM, FITNESS PROGRAM, RECREATIONAL ACTIVITIES AND MEDICATION SUPERVISION. LA AMISTAD PROVIDED APPROXIMATELY 214,360 IN FINANCIAL ASSISTANCE/REDUCED FEES FOR RESIDENTS DURING 2020.
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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,587,065
Liabilities
$276,834
Net assets
$6,310,231
Revenue
$3,580,041
Expenses
$3,063,066
Net income
$516,975
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.46$0.55$5.91$3.67$3.89$0.22
2023Detailed filing. Detailed filing data is available for this year.$6.47$0.36$6.10$3.36$3.36$0.00
2022Detailed filing. Detailed filing data is available for this year.$6.49$0.42$6.08$2.93$2.99$0.06
2021Detailed filing. Detailed filing data is available for this year.$6.46$0.29$6.17$2.79$2.96$0.17
2020Detailed filing. Detailed filing data is available for this year.$6.59$0.28$6.31$3.58$3.06$0.52
2019Detailed filing. Detailed filing data is available for this year.$6.08$0.31$5.77$2.54$2.76$0.22
2018Detailed filing. Detailed filing data is available for this year.$6.19$0.24$5.95$2.72$2.80$0.08
2017Detailed filing. Detailed filing data is available for this year.$6.32$0.28$6.05$3.20$2.90$0.30
2016Detailed filing. Detailed filing data is available for this year.$5.99$0.27$5.72$3.12$2.72$0.40
2015Detailed filing. Detailed filing data is available for this year.$5.58$0.26$5.31$3.56$2.62$0.94
2014Detailed filing. Detailed filing data is available for this year.$4.89$0.51$4.38$2.56$2.43$0.13
2013Detailed filing. Detailed filing data is available for this year.$4.86$0.61$4.25$2.59$2.38$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.75$0.73$4.02$2.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.93$0.99$3.93$2.13
Peer Organizations

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