Civic Intelligence

Bay Village Endowment Fund

990 • Fiscal year 2017 • EIN 59-1958932

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 24, 2018

Organization ProfileN/A
8400 Vamo RoadSarasota, FL 34231

(941) 966-5611

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

10th percentile

0.02x

Higher debt load relative to revenue than 10% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

92nd percentile

57%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

4.2%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$13,634,954

Up $1,686,287 (+14%) from 2016

Net Assets

Up

$13,622,738

Up $1,699,830 (+14%) from 2016

Liabilities

Down

$12,216

Down $13,543 (-53%) from 2016

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin92nd percentile

Revenue

Up

$610,457

Up $24,565 (+4.2%) from 2016

Expenses

Up

$264,011

Up $247 (+0.1%) from 2016

Net Income

Up

$346,446

Up $24,318 (+7.5%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2017

Assets$13,634,954
Liabilities$12,216
Net Assets$13,622,738
Open 2017 Filing

Operations Trend

Revenue Growth48th percentile

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

2017

Revenue$610,457
Expenses$264,011
Net Income$346,446
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 24, 2018
Return Version
2017v2.3
Gross Receipts
$1,339,548
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.

The 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 the 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 then from meeting thei

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,922,521$13,607,208▲ $1,684,687
Pledges and Grants Receivable$18,461$21,729▲ $3,268
Prepaid Expenses and Deferred Charges$7,685$6,017▼ $1,668
Total Assets$11,948,667$13,634,954▲ $1,686,287
Liabilities
Accounts Payable and Accrued Expenses$5,574$6,199▲ $625
Other Liabilities$20,185$6,017▼ $14,168
Total Liabilities$25,759$12,216▼ $13,543
Net Assets / Fund Balance
Unrestricted Net Assets$11,916,535$13,621,009▲ $1,704,474
Temporarily Rstr Net Assets$6,373$1,729▼ $4,644
Total Net Assets Fund Balance$11,922,908$13,622,738▲ $1,699,830
Total Liabilities and Net Assets / Fund Balance$11,948,667$13,634,954▲ $1,686,287
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Eric NicholsPresident/ce
Gerry HaileyTrustee
Kevin HaganTrustee
Linda GetzenTrustee
Christina WizbaCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$86,902
Program Service Revenue
$0
Investment Income
$523,555
Other Revenue
$0
Change in Net Assets
$346,446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$264,011
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$238,000--$238,000
Fees for Service Investment Mgmnt Fees-$24,011-$24,011
Fees for Services Accounting-$2,000-$2,000
Total Functional Expenses$238,000$26,011$0$264,011
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$6,017
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 7A

“The 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.”

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

“Board 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.”

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

“Bay 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.”

Form 990, Page 6, Part VI, Line 19

“The governing documents, conflict of interest policy, and financial statements are provided to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Bay Village Endowment Fund
EIN
59-1958932
Phone
9419665611
Address
8400 VAMO ROAD, SARASOTA, FL 34231

Signing Officer

Name
Eric Nichols
Title
President/CEO
Phone
9419665611
Signed
2018-04-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Nichols
Formed
1980
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
10

Preparer

Firm
Pellegrino Honick Mcfarland & Miller Pa
Address
1800 2ND ST STE 810, SARASOTA, FL 34236-5987
Preparer
Thomas V Pellegrino Jr
Phone
9413651172
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The 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 the 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 then from meeting their contractual obligations as specified in the lifecare residence agreement.”

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

“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.”

Form 990, Part XI, Line 9

“Changes in value of bequests receivables -4,644”

Financial Statement Notes

Schedule D, Page 3, Part X

“Bay village is exempt from federal income taxation under section 501(c)(3) of the internal revenue code. In addition, bay village qualifies for the chartiable deduction under section 170(b)(1)(a) and has been classified as an organization that is not a private foundation under section 509(a)(2). Bay village and its affiliate are classified as not-for-profit organizations and are tax exempt under section 501(c)(3) of the internal revenue code. Bay village and its affiliate's tax exempt statuses are considered tax postions subject to reporting requirements under financial accoutning standards board asc 740-10. Entitites are required under asc 740-10 to examine all tax positions and determine if it is more likely than not that the positions would be sustained upon examination by taxing authorities. Bay village and its affiliate have analyzed income tax filing postions taken and believe the postion will be sustained upon examination. Accordingly, bay village and its affiliate have not recorded any accruals for uncertain income tax positions at december 31, 2017.”

Raw XML Appendix349 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/ActivityOrMissionDesc0THE 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 THE 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 THEN FROM MEETING THEI
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IRS990/Desc0THE 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 2017 TOTALED 238,000, WHICH WERE USED TO PROVIDE FINANCIAL SUPPORT FOR INDEPENDENT LIVING EXPENSES, ASSISTED LIVING, AND/OR SKILLED NURSING CARE FOR INDIGENT RESIDENTS, AS WELL AS ESTABLISH A RESERVE FOR FUTURE ENDOWMENT CARE. DURING THE PAST EIGHT YEARS, APPROXIMATELY 400,000 HAS BEEN DISBURSED AS FINANCIAL AID TO BAY VILLAGE RESIDENTS, WITH AN AVERAGE OF THREE RESIDENTS PER YEAR RECEIVING ASSISTANCE. OVER THE PAST FIFTEEN YEARS,OVER 1.4 MILLION WAS DISBURSED AS FINANCIAL ASSISTANCE TO OVER 57 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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IRS990/MissionDesc0THE 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 THE 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 THEN FROM MEETING THEI
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BAY VILLAGE OF SARASOTA INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0BAY VILLAGE OF SARASOTA INC
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BAY VILLAGE IS EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, BAY VILLAGE QUALIFIES FOR THE CHARTIABLE DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). BAY VILLAGE AND ITS AFFILIATE ARE CLASSIFIED AS NOT-FOR-PROFIT ORGANIZATIONS AND ARE TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. BAY VILLAGE AND ITS AFFILIATE'S TAX EXEMPT STATUSES ARE CONSIDERED TAX POSTIONS SUBJECT TO REPORTING REQUIREMENTS UNDER FINANCIAL ACCOUTNING STANDARDS BOARD ASC 740-10. ENTITITES ARE REQUIRED UNDER ASC 740-10 TO EXAMINE ALL TAX POSITIONS AND DETERMINE IF IT IS MORE LIKELY THAN NOT THAT THE POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. BAY VILLAGE AND ITS AFFILIATE HAVE ANALYZED INCOME TAX FILING POSTIONS TAKEN AND BELIEVE THE POSTION WILL BE SUSTAINED UPON EXAMINATION. ACCORDINGLY, BAY VILLAGE AND ITS AFFILIATE HAVE NOT RECORDED ANY ACCRUALS FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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 THE 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 THEN FROM MEETING THEIR CONTRACTUAL OBLIGATIONS AS SPECIFIED IN THE LIFECARE RESIDENCE AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ENDOWMENT 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/SupplementalInformationDetail/ExplanationTxt3BOARD 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/SupplementalInformationDetail/ExplanationTxt4BAY 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/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHANGES IN VALUE OF BEQUESTS RECEIVABLES -4,644
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0610457
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC NICHOLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09419665611
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-24
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ReturnHeader/FilingSecurityInformation/IPTm013:14:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650344872
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PELLEGRINO HONICK MCFARLAND & MILLER PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01800 2ND ST STE 810
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ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,634,954
Liabilities
$12,216
Net assets
$13,622,738
Revenue
$610,457
Expenses
$264,011
Net income
$346,446
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