Form 990, Page 6, Part VI, Line 11B
“No review was or will be conducted.”
990 • Fiscal year 2018 • EIN 59-2089355
Scores are not available for this record yet.
Assets
Flat$9,143,016
Flat from 2018
Net Assets
Flat$9,143,016
Flat from 2018
Liabilities
Flat$0
Flat from 2018
Revenue
Flat$535,176
Flat from 2018
Expenses
Flat$355,182
Flat from 2018
Net Income
Flat$179,994
Flat from 2018
The foundation's primary purpose is to provide funding for physical rehabilitation for those who do not have or are not eligible for support from other agencies, or do not have personal resources.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $5,882,998 | $4,880,518 | ▼ $1,002,480 |
| Savings and Temporary Cash Investments | $170,943 | $447,879 | ▲ $276,936 |
| Cash and Non-Interest-Bearing Accounts | $2,442 | $30,539 | ▲ $28,097 |
| Prepaid Expenses and Deferred Charges | $1,780 | $4,023 | ▲ $2,243 |
| Land, Buildings, and Equipment, Net | $1,062 | $540 | ▼ $522 |
| Total Assets | $10,128,856 | $9,143,016 | ▼ $985,840 |
| Other Assets Total | $4,069,631 | $3,779,517 | ▼ $290,114 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $7,021,639 | $6,289,473 | ▼ $732,166 |
| Permanently Rstr Net Assets | $3,107,217 | $2,853,543 | ▼ $253,674 |
| Total Net Assets Fund Balance | $10,128,856 | $9,143,016 | ▼ $985,840 |
| Total Liabilities and Net Assets / Fund Balance | $10,128,856 | $9,143,016 | ▼ $985,840 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $540 | $19,460 | $20,000 |
| Other Assets Org | $298,819 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2018 | $3,107,217 | - | ▼ $253,674 | - | $2,853,543 |
| 2017 | $2,857,960 | - | ▲ $249,257 | - | $3,107,217 |
| 2016 | $2,738,016 | - | ▲ $119,944 | - | $2,857,960 |
| 2015 | $2,872,328 | - | ▼ $134,312 | - | $2,738,016 |
| 2014 | $2,913,406 | - | ▼ $41,078 | - | $2,872,328 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Robert Bowman | Director | FT | $80,192 | $80,192 |
| Name | Title |
|---|---|
| Brian Bell | Chairman |
| Colie Nichols | Past Chairma |
| Jerry Mock | Vice-chairma |
| Brian Smith | Trustee |
| Connie Davis | Trustee |
| Donald Hess | Trustee |
| Ellen Mcknight Md | Trustee |
| Jeremy Branning | Trustee |
| Jill Souza | Trustee |
| Joann Massey | Trustee |
| Kenneth Woolf | Trustee |
| Kesha Tran | Trustee |
| Mark Adams | Trustee |
| Spencer Bloomquist | Trustee |
| Dennis K Larry | Emeritus |
| John G Gross | Treasurer |
| Jeff Bryars | Tristee |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $210,582 |
| Salaries, Compensation, and Employee Benefits | $114,786 |
| Other Expenses | $29,814 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Individuals | $185,582 | - | - | $185,582 |
| Current Officers, Directors, Trustees, and Key Employees | $64,154 | $16,038 | - | $80,192 |
| Grants to Domestic Orgs | $25,000 | - | - | $25,000 |
| Other Salaries and Wages | $17,520 | $4,380 | - | $21,900 |
| Occupancy | $9,369 | $2,342 | - | $11,711 |
| Fees for Services Accounting | - | $8,000 | - | $8,000 |
| Payroll Taxes | $6,248 | $1,562 | - | $7,810 |
| Other Employee Benefits | $3,907 | $977 | - | $4,884 |
| Insurance | - | $2,620 | - | $2,620 |
| All Other Expenses | - | $1,109 | - | $1,109 |
| Other Expenses | $672 | $750 | - | $750 |
| Depreciation Depletion | $418 | $104 | - | $522 |
| Total Functional Expenses | $316,279 | $38,903 | $0 | $355,182 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $355,182 |
| Total Expenses per Audited Statements | $355,182 |
| Total Expenses per Form 990 | $355,182 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Florida Department of Education | Tallahassee, FL | - | Voc Rehab | $25,000 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“No review was or will be conducted.”
“Provided for in annual budget approved by the board of trustees”
“Provided for in annual budget approved by the board of trustees”
“Documents available upon request.”
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/Desc | 0 | GRANTED 154,138 TO 62 INDIVIDUALS FOR FUNDING FOR PHYSICAL REHABILITATION AND 25,000 TO FLORIDA DEPARTMENT OF EDUCATION FOR VOCATIONAL REHABILITATION |
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| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 977 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 3907 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 4884 |
| IRS990/OtherExpensesGrp/Desc | 0 | TELEPHONE |
| IRS990/OtherExpensesGrp/Desc | 1 | UTILITIES |
| IRS990/OtherExpensesGrp/Desc | 2 | CLEANING |
| IRS990/OtherExpensesGrp/Desc | 3 | MISCELLANEOUS |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 617 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 236 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 168 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 750 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 2467 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 942 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 672 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 3084 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 1178 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 840 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 750 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 4380 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 17520 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 21900 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 1562 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 6248 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 7810 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 3107217 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 2853543 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 1780 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 4023 |
| IRS990/PrincipalOfficerNm | 0 | ROBERT BOWMAN |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 179138 |
| IRS990/PYInvestmentIncomeAmt | 0 | 254879 |
| IRS990/PYOtherExpensesAmt | 0 | 28779 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -65250 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 112212 |
| IRS990/PYTotalExpensesAmt | 0 | 320129 |
| IRS990/PYTotalRevenueAmt | 0 | 254879 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 179994 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | true |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 170943 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 447879 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd | 0 | X |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | true |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | THE SUPPORTED ORGANIZATION HAS AN ADVISORY ROLE IN INVESTMENT DECISIONS, GRANT MAKING, AND DIRECTING USE OF INCOME. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | ESCAMBIA COUNTY MEDICAL SOCIETY'S PURPOSE IS MET BY PROVIDING FUNDING FOR THE PHYSICAL REHABILITATION FOR THOSE WHO DO NOT HAVE OR ARE NOT ELIGIBLE FOR SUPPORT FROM OTHER AGENCIES, OR DO NOT HAVE PERSONAL RESOURCES. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 2 | THE ORGANIZATION WAS CREATED TO PERFORM THE FUNCTION OF ESCAMBIA COUNTY MEDICAL SOCIETY. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART IV, SECTION D, LINE 3 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | PART IV, SECTION E, LINE 2A |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 2 | PART IV, SECTION E, LINE 2B |
| IRS990ScheduleA/IRSWrittenDeterminationInd | 0 | X |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 591514947 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 4 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | ESCAMBIA COUNTY MEDICAL SOCIETY |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt | 0 | ESCAMBIA COUNTY MEDICAL SOCIETY |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3FuncIntInd | 0 | X |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 3107217 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 2853543 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -253674 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2857960 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 3107217 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 249257 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2738016 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2857960 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 119944 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2872328 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2738016 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -134312 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2913406 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2872328 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -41078 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | false |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | false |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 540 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 19460 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 20000 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 355182 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -1165834 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 3480698 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 1 | 298819 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | STOCKS & OPTIONS -PERMANENTLY RESTR. |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 1 | CASH-PERMANENTLY RESTRICTED |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 1.00000 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -1165834 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 535176 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 540 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 3779517 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 355182 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 535176 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | -630658 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 355182 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 185582 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | VOCATIONAL REHABILITATION |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 45 |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.