Civic Intelligence

Bay Village Endowment Fund

990 • Fiscal year 2012 • EIN 59-1958932

Jan 01, 2012 to Dec 31, 2012 • Filed on May 03, 2013

Organization ProfileN/A
8400 Vamo Road34231
Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2012 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

52nd percentile

1.9%

Faster asset growth than 52% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$9,898,066

Up $188,442 (+1.9%) from 2011

Net Assets

Up

$9,898,066

Up $188,442 (+1.9%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$192,518

Down $14,078 (-6.8%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $5,751,962Liabilities 2010: $0Net Assets 2010: $5,751,9622010Assets 2011: $9,709,624Liabilities 2011: $0Net Assets 2011: $9,709,6242011Assets 2012: $9,898,066Liabilities 2012: $0Net Assets 2012: $9,898,0662012Assets 2013: $9,647,270Liabilities 2013: $0Net Assets 2013: $9,647,2702013Assets 2014: $10,380,275Liabilities 2014: $16,810Net Assets 2014: $10,363,4652014Assets 2015: $11,140,236Liabilities 2015: $11,045Net Assets 2015: $11,129,1912015Assets 2016: $11,948,667Liabilities 2016: $25,759Net Assets 2016: $11,922,9082016Assets 2017: $13,634,954Liabilities 2017: $12,216Net Assets 2017: $13,622,7382017Assets 2018: $12,972,762Liabilities 2018: $17,310Net Assets 2018: $12,955,4522018Assets 2019: $15,531,054Liabilities 2019: $10,936Net Assets 2019: $15,520,1182019Assets 2020: $18,193,361Liabilities 2020: $20,290Net Assets 2020: $18,173,0712020Assets 2021: $19,910,499Liabilities 2021: $15,971Net Assets 2021: $19,894,5282021Assets 2022: $10,561,221Liabilities 2022: $14,179Net Assets 2022: $10,547,0422022Assets 2023: $12,283,274Liabilities 2023: $13,293Net Assets 2023: $12,269,9812023Assets 2024: $13,636,191Liabilities 2024: $53,187Net Assets 2024: $13,583,0042024

Highlighted filing

2012

Assets$9,898,066
Liabilities$0
Net Assets$9,898,066
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $147,8102010Expenses 2011: $206,5962011Expenses 2012: $192,5182012Revenue 2013: $368,364Expenses 2013: $132,437Net Income 2013: $235,9272013Revenue 2014: $178,659Expenses 2014: $221,883Net Income 2014: -$43,2242014Revenue 2015: $1,231,639Expenses 2015: $216,607Net Income 2015: $1,015,0322015Revenue 2016: $585,892Expenses 2016: $263,764Net Income 2016: $322,1282016Revenue 2017: $610,457Expenses 2017: $264,011Net Income 2017: $346,4462017Revenue 2018: $417,296Expenses 2018: $31,732Net Income 2018: $385,5642018Revenue 2019: $866,881Expenses 2019: $28,157Net Income 2019: $838,7242019Revenue 2020: $1,307,289Expenses 2020: $29,809Net Income 2020: $1,277,4802020Revenue 2021: $2,259,966Expenses 2021: $34,205Net Income 2021: $2,225,7612021Revenue 2022: $55,165Expenses 2022: $7,030,819Net Income 2022: -$6,975,6542022Revenue 2023: $416,990Expenses 2023: $32,179Net Income 2023: $384,8112023Revenue 2024: $835,915Expenses 2024: $112,115Net Income 2024: $723,8002024

Highlighted filing

2012

Revenue-
Expenses$192,518
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 3, 2013
Return Version
2012v2.0
Gross Receipts
$441,048
Mission and Program Overview

Mission

The Endowment Fund is a supporting organization to Bay Village of Sarasota, Inc. (Bay Village), a non-profit, lifecare community which currently exists as an independent living, assisted living and nursing facility to provide all aging related services and senior services as may now exist or develop in the future, to include memory care services. To accomplish this purpose, the Endowment Fund provides funds, when necessary: to assist financially needy Bay Village residents who have become unable to pay through no fault of their own; to assist in the operation, maintenance, growth and improvement of any and all of the operations of Bay Village now and in the future; and any additional purpose to help fulfill Bay Villages non-profit mission, meeting the requirements of sections 501(c)(3) and 509 (a)(2) of the internal revenue service code of 1986, as amended. This fund was started in 1980 to address Bay Village's commitment to the lifecare concept.

Filing and Contact Details

Filer

EIN
59-1958932
Raw XML Appendix394 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/ActivityOrMissionDescription0THE ENDOWMENT FUND SUPPORTS BAY VILLAGE OF SARASOTA, INC, (THE "CORPORATION") BY MAKING DISTRIBUTIONS TO THE CORPORATION TO ASSIST IN THE OPERATION AND MAINTENANCE OF THE CONTINUING CARE RETIREMENT COMMUNITY OPERATED BY THE CORPORATION, AND TO ASSIST NEEDY RESIDENTS OF SUCH RETIREMENT COMMUNITY IN TIMES OF FINANCIAL DIFFICULTY.
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IRS990/Description0THE ENDOWMENT FUND SUPPORTS BAY VILLAGE OF SARASOTA, INC. BY TRANSFERRING FUNDS (PRIMARILY INVESTMENT INCOME) TO SUPPORT THOSE RESIDENTS WHO HAVE BECOME UNABLE TO PAY THE MONTHLY MAINTENANCE AND OTHER CHARGES THROUGH NO FAULT OF THEIR OWN. FUNDS TRANSFERRED TO THE CORPORATION IN 2012 TOTALED $189,268, WHICH WERE USED TO PROVIDE FINANCIAL SUPPORT FOR INDEPENDENT LIVING EXPENSES, ASSISTED LIVING, AND/OR SKILLED NURSING CARE FOR INDIGENT RESIDENTS. DURING THE PAST SEVEN YEARS, APPROXIMATELY $826,000 HAS BEEN DISBURSED AS FINANCIAL AID TO BAY VILLAGE RESIDENTS, WITH AN AVERAGE OF FOUR RESIDENTS PER YEAR RECEIVING ASSISTANCE. OVER THE PAST FIFTEEN YEARS, OVER $1.8 MILLION WAS DISBURSED AS FINANCIAL ASSISTANCE TO OVER 55 RESIDENTS. THE ENDOWMENT FUND IS COMPRISED OF CONTRIBUTIONS MADE FROM LARGE AND SMALL DONATIONS, WILLS AND ESTATES, LEGACIES, AND PROCEEDS FROM THE "BAY VILLAGE GIFT SHOP" AND THE "DOWN UNDER (RESALE) SHOP." THE ENDOWMENT FUND'S OBJECTIVE IS TO CONTINUE TO BUILD THE FUND TO HELP PROVIDE LONG-TERM STABILITY AND FINANCIAL SUPPORT FOR BAY VILLAGE (THE CORPORATION) TO FULFILL ITS NON-PROFIT MISSION AND ASSIST FINANCIALLY NEEDY RESIDENTS.
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IRS990ScheduleO/GeneralExplanation/Explanation0THE BOARD OF TRUSTEES OF THE ENDOWMENT FUND SHALL CONSIST OF TWO OR MORE MEMBERS OF THE BOARD OF DIRECTORS OF BAY VILLAGE OF SARASOTA, INC. (BVI"). THE BOARD OF DIRECTORS OF BVI SELECTS THE MEMBERS OF THE BOARD OF TRUSTEES ANNUALLY.
IRS990ScheduleO/GeneralExplanation/Explanation1THE CORPORATION, A NOT-FOR-PROFIT ORGANIZATION MEETING THE REQUIREMENTS OF SECTIONS 501(C)(3) AND 509(A)(2) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. IN ORDER TO ACCOMPLISH THE FOREGOING PURPOSE, THE ENDOWMENT FUND DISTRIBUTES AT LEAST 85% OF ITS NET INCOME TO THE CORPORATION TO ASSIST IN THE OPERATION AND MAINTENANCE OF THE CORPORATION'S CONTINUING CARE RETIREMENT COMMUNITY, AND TO ASSIST NEEDY RESIDENTS OF SUCH RETIREMENT COMMUNITY IN TIMES OF FINANCIAL DIFFICULTY. THIS FUND WAS STARTED IN 1980 TO ADDRESS BAY VILLAGE'S COMMITMENT TO THE LIFECARE CONCEPT. TODAY, THE ENDOWMENT FUND IS MADE AVAILABLE TO THOSE RESIDENTS, WHO, THROUGH NO FAULT OF THEIR OWN, HAVE FINANCIAL PROBLEMS PROHIBITING THEM FROM MEETING THEIR CONTRACTUAL OBLIGATIONS AS SPECIFIED IN THE LIFECARE RESIDENCE AGREEMENT.
IRS990ScheduleO/GeneralExplanation/Explanation2Transfers from Bay Village of Sarasota, Inc. = $19520
IRS990ScheduleO/GeneralExplanation/Explanation3CHANGES IN VALUE OF BEQUESTS RECEIVABLES = -$78437
IRS990ScheduleO/GeneralExplanation/Explanation4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation5BAY VILLAGE ENDOWMENT FUND ADOPTED THE CONFLICT OF INTEREST, WHISTLEBLOWER, AND WRITTEN DOCUMENT RETENTION POLICIES OF BAY VILLAGE OF SARASOTA, INC. WITH WHOM THEY SHARE THE SAME BOARD MEMBERS.THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THESE POLICIES THROUGH THE OVERSIGHT OF THE BOARD MEMBERS.
IRS990ScheduleO/GeneralExplanation/Explanation6BOARD MEMBERS ARE NOTIFIED THAT A DRAFT FORM 990 IS AVAILABLE FOR THEIR REVIEW AND OFFERED PAPER OR PDF COPIES UPON REQUEST. QUESTIONS AND COMMENTS ARE INVITED IN ADVANCE OF FILING THE RETURN.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part XI, Line 9
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part XI, Line 9
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990, Part VI, Line 11b
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IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART I, LINE 1, MISSION CONT.
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IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode034231
IRS990/TheBooksAreInCareOf/NamePerson0CHRISTINA WIZBA CFO
IRS990/TheBooksAreInCareOf/TelephoneNumber09419665611
IRS990/TotalAssets/BOY09709624
IRS990/TotalAssetsBOY09709624
IRS990/TotalAssets/EOY09898066
IRS990/TotalAssetsEOY09898066
IRS990/TotalCompGT150K0false
IRS990/TotalContributions0177349
IRS990/TotalExpensesCurrentYear0192518
IRS990/TotalExpensesPriorYear0206596
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral03250
IRS990/TotalFunctionalExpenses/ProgramServices0189268
IRS990/TotalFunctionalExpenses/Total0192518
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY09709624
IRS990/TotalLiabNetAssetsFundBalances/EOY09898066
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers010
IRS990/TotalNetAssetsFundBalances/BOY09709624
IRS990/TotalNetAssetsFundBalances/EOY09898066
IRS990/TotalOtherRevenue00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense0189268
IRS990/TotalProgramServiceRevenue00
IRS990/TotalRevenueCurrentYear0441048
IRS990/TotalRevenue/ExclusionAmount0263699
IRS990/TotalRevenuePriorYear04142465
IRS990/TotalRevenue/TotalRevenueColumn0441048
IRS990/TransactionRelatedEntity0false
IRS990/TransfersToExemptNonChrtblOrg0true
IRS990/TravelEntrtnmntPublicOfficials/Total00
IRS990/Travel/Total00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UnrestrictedNetAssets/BOY09623599
IRS990/UnrestrictedNetAssets/EOY09890478
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0true
IRS990/YearFormation01980
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0591958932
ReturnHeader/Filer/Name/BusinessNameLine10BAY VILLAGE ENDOWMENT FUND
ReturnHeader/Filer/NameControl0BAYV
ReturnHeader/Filer/Phone09419665611
ReturnHeader/Filer/USAddress/AddressLine108400 VAMO ROAD
ReturnHeader/Filer/USAddress/City0SARASOTA
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034231
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-03
ReturnHeader/Officer/Name0JOHN F MCCLELLAN
ReturnHeader/Officer/Title0Executive Direc
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Pellegrino Honick Mcfarland & Miller PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101800 Second Street Suite 880
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Sarasota
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode034236
ReturnHeader/Preparer/Name0Thomas V Pellegrino Jr
ReturnHeader/Preparer/Phone09413651172
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-10T07:43:58-07:00

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,898,066
Liabilities
$0
Net assets
$9,898,066
Revenue
-
Expenses
$192,518
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.6$0.05$13.6$0.84$0.11$0.72
2023Detailed filing. Detailed filing data is available for this year.$12.3$0.01$12.3$0.42$0.03$0.38
2022Detailed filing. Detailed filing data is available for this year.$10.6$0.01$10.5$0.06$7.03$6.98
2021Detailed filing. Detailed filing data is available for this year.$19.9$0.02$19.9$2.26$0.03$2.23
2020Detailed filing. Detailed filing data is available for this year.$18.2$0.02$18.2$1.31$0.03$1.28
2019Detailed filing. Detailed filing data is available for this year.$15.5$0.01$15.5$0.87$0.03$0.84
2018Detailed filing. Detailed filing data is available for this year.$13.0$0.02$13.0$0.42$0.03$0.39
2017Detailed filing. Detailed filing data is available for this year.$13.6$0.01$13.6$0.61$0.26$0.35
2016Detailed filing. Detailed filing data is available for this year.$11.9$0.03$11.9$0.59$0.26$0.32
2015Detailed filing. Detailed filing data is available for this year.$11.1$0.01$11.1$1.23$0.22$1.02
2014Detailed filing. Detailed filing data is available for this year.$10.4$0.02$10.4$0.18$0.22$0.04
2013Detailed filing. Detailed filing data is available for this year.$9.65$0.00$9.65$0.37$0.13$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.90$0.00$9.90$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.71$0.00$9.71$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.75$0.00$5.75$0.15