Civic Intelligence

Rehabilitation Foundation of Northwest Florida Inc.

990 • Fiscal year 2020 • EIN 59-2089355

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 15, 2021

Organization ProfileNONE
2929 Langley AvenuePensacola, FL 32504

(850) 478-0297

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

92nd percentile

55%

Higher net margin than 92% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

19th percentile

$80,192

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 10.9% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

56th percentile

9.2%

Faster asset growth than 56% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

53%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$11,435,679

Up $963,276 (+9.2%) from 2019

Net Assets

Up

$11,435,679

Up $963,276 (+9.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin92nd percentile

Revenue

Up

$736,971

Up $255,796 (+53%) from 2019

Expenses

Up

$332,247

Up $31,588 (+11%) from 2019

Net Income

Up

$404,724

Up $224,208 (+124%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,381,177Liabilities 2011: $0Net Assets 2011: $8,381,1772011Assets 2012: $8,957,414Liabilities 2012: $0Net Assets 2012: $8,957,4142012Assets 2013: $9,530,523Liabilities 2013: $0Net Assets 2013: $9,530,5232013Assets 2014: $9,503,788Liabilities 2014: $16,314Net Assets 2014: $9,487,4742014Assets 2015: $8,912,374Liabilities 2015: $0Net Assets 2015: $8,912,3742015Assets 2016: $9,137,044Liabilities 2016: $0Net Assets 2016: $9,137,0442016Assets 2017: $10,128,856Liabilities 2017: $0Net Assets 2017: $10,128,8562017Assets 2018: $9,143,016Liabilities 2018: $0Net Assets 2018: $9,143,0162018Assets 2019: $10,472,403Liabilities 2019: $0Net Assets 2019: $10,472,4032019Assets 2020: $11,435,679Liabilities 2020: $0Net Assets 2020: $11,435,6792020Assets 2021: $12,325,097Liabilities 2021: $426Net Assets 2021: $12,324,6712021Assets 2022: $10,503,310Liabilities 2022: $0Net Assets 2022: $10,503,3102022Assets 2023: $11,138,812Liabilities 2023: $0Net Assets 2023: $11,138,8122023Assets 2024: $11,376,947Liabilities 2024: $0Net Assets 2024: $11,376,9472024

Highlighted filing

2020

Assets$11,435,679
Liabilities$0
Net Assets$11,435,679
Open 2020 Filing

Operations Trend

Revenue Growth89th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $427,242Expenses 2011: $280,420Net Income 2011: $146,8222011Expenses 2012: $324,6052012Revenue 2013: $690,659Expenses 2013: $344,895Net Income 2013: $345,7642013Revenue 2014: $418,937Expenses 2014: $314,808Net Income 2014: $104,1292014Revenue 2015: $736,118Expenses 2015: $367,734Net Income 2015: $368,3842015Revenue 2016: $109,941Expenses 2016: $286,366Net Income 2016: -$176,4252016Revenue 2017: $254,879Expenses 2017: $320,129Net Income 2017: -$65,2502017Revenue 2018: $535,176Expenses 2018: $355,182Net Income 2018: $179,9942018Revenue 2019: $481,175Expenses 2019: $300,659Net Income 2019: $180,5162019Revenue 2020: $736,971Expenses 2020: $332,247Net Income 2020: $404,7242020Revenue 2021: $2,097,430Expenses 2021: $439,621Net Income 2021: $1,657,8092021Revenue 2022: -$449,509Expenses 2022: $392,125Net Income 2022: -$841,6342022Revenue 2023: $89,561Expenses 2023: $473,054Net Income 2023: -$383,4932023Revenue 2024: $1,115,658Expenses 2024: $492,355Net Income 2024: $623,3032024

Highlighted filing

2020

Revenue$736,971
Expenses$332,247
Net Income$404,724
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 15, 2021
Return Version
2020v4.0
Gross Receipts
$736,971
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,514,583$6,399,607▲ $885,024
Savings and Temporary Cash Investments$641,038$366,769▼ $274,269
Cash and Non-Interest-Bearing Accounts$55,117$23,515▼ $31,602
Prepaid Expenses and Deferred Charges$4,048$3,544▼ $504
Land, Buildings, and Equipment, Net$277$137▼ $140
Total Assets$10,472,403$11,435,679▲ $963,276
Other Assets Total$4,257,340$4,642,107▲ $384,767
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,734,387$8,697,663▲ $963,276
Net Assets With Donor Restrictions$2,738,016$2,738,016→ $0
Total Net Assets Fund Balance$10,472,403$11,435,679▲ $963,276
Total Liabilities and Net Assets / Fund Balance$10,472,403$11,435,679▲ $963,276

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$137$15,285$15,422
Other Assets Org$196,063--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,738,016---$2,738,016
2019$2,853,543-▲ $305,269-$3,158,812
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
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert BowmanDirectorFT$80,192$80,192

Board Members and Trustees

NameTitle
Jerry MockChairman
Mark AdamsVice Chairma
Colie NicholsTrustee
Connie DavisTrustee
Donald HessTrustee
Jermey BranningTrustee
Jill SouzaTrustee
Joann MasseyTrustee
John GrossTrustee
Karen SnowTrustee
Kenneth WoolfTrustee
Pam AllenTrustee
Patrick BryantTrustee
Tina DensleyTrustee
Dennis LarryEmeritus
Spence BloomquistSecretary
Brian BellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$736,971
Other Revenue
$0
Change in Net Assets
$404,724

Audited Revenue Reconciliation

Revenue per Audited Statements
$736,971
Total Revenue per Audited Statements
$736,971
Total Revenue per Form 990
$736,971
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$187,430
Salaries, Compensation, and Employee Benefits$116,130
Other Expenses$28,687
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$137,430--$137,430
Current Officers, Directors, Trustees, and Key Employees$72,173$8,019-$80,192
Grants to Domestic Orgs$50,000--$50,000
Other Salaries and Wages$2,284$20,556-$22,840
Occupancy$9,958$2,490-$12,448
Fees for Services Accounting-$8,650-$8,650
Payroll Taxes$5,696$2,186-$7,882
Other Employee Benefits$4,694$522-$5,216
Insurance-$2,592-$2,592
All Other Expenses-$391-$391
Other Expenses$875$281-$281
Depreciation Depletion$112$28-$140
Total Functional Expenses$285,039$47,208$0$332,247

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$332,247
Total Expenses per Audited Statements$332,247
Total Expenses per Form 990$332,247
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Florida Department of EducationTallahassee, FL-Voc Rehab$50,000
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
No
Audit committee
Yes
Backup withholding compliance
No
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
No
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

“The board of trustees review form 990 before filing.”

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

“The board of trustees review and approve director's compensation during the budgeting process.”

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

“The board of trustees review and approve key employee compensation during the budgeting process.”

Form 990, Page 6, Part VI, Line 19

“Dcouments available upon request.”

Filing and Contact Details

Filer

Filer Name
Rehabilitation Foundation of
EIN
59-2089355
Phone
8504780297
Address
2929 LANGLEY AVENUE, PENSACOLA, FL 32504

Signing Officer

Name
Robert Bowman
Title
Director
Phone
8504780297
Signed
2021-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Bowman
Formed
1980
Legal Domicile
Fl
Voting Board Members
17
Independent Board Members
17
Employees
2
Volunteers
17

Preparer

Firm
Durst Jordan CPA Pa
Address
4459-B HIGHWAY 90, MILTON, FL 32571
Preparer
Joshua C Durst
Phone
8509955000
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 4, Part XIII

“The foundation received bequests from the katherine c. Pace trust from 1999 to 2002 totaling 2,738,016. The gift instrument directed the foundation to only use the income (but not the principal which shall be preserved and not invaded nor expended) as the foundation deems reasonable and necessary to carry out its intended purposes. The fund thereby was to be referred to as the "robert a. Pace memorial fund." the donor-restricted amount is perpetual in nature.”

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IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt017
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02592
IRS990/InsuranceGrp/TotalAmt02592
IRS990/InvestmentIncomeGrp/ExclusionAmt0228490
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0228490
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05514583
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06399607
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt015285
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0277
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0137
IRS990/LandBldgEquipCostOrOtherBssAmt015422
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt010472403
IRS990/NetAssetsOrFundBalancesEOYAmt011435679
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0508481
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0508481
IRS990/NetUnrlzdGainsLossesInvstAmt0558552
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07734387
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08697663
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02490
IRS990/OccupancyGrp/ProgramServicesAmt09958
IRS990/OccupancyGrp/TotalAmt012448
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04257340
IRS990/OtherAssetsTotalGrp/EOYAmt04642107
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0522
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04694
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05216
IRS990/OtherExpensesGrp/Desc0TELEPHONE
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2OFFICE EXPENSE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0454
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1219
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2820
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3281
IRS990/OtherExpensesGrp/ProgramServicesAmt01817
IRS990/OtherExpensesGrp/ProgramServicesAmt1875
IRS990/OtherExpensesGrp/TotalAmt02271
IRS990/OtherExpensesGrp/TotalAmt11094
IRS990/OtherExpensesGrp/TotalAmt2820
IRS990/OtherExpensesGrp/TotalAmt3281
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020556
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02284
IRS990/OtherSalariesAndWagesGrp/TotalAmt022840
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02186
IRS990/PayrollTaxesGrp/ProgramServicesAmt05696
IRS990/PayrollTaxesGrp/TotalAmt07882
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04048
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03544
IRS990/PrincipalOfficerNm0ROBERT BOWMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0156098
IRS990/PYInvestmentIncomeAmt0481175
IRS990/PYOtherExpensesAmt029965
IRS990/PYRevenuesLessExpensesAmt0180516
IRS990/PYSalariesCompEmpBnftPaidAmt0114596
IRS990/PYTotalExpensesAmt0300659
IRS990/PYTotalRevenueAmt0481175
IRS990/ReconcilationRevenueExpnssAmt0404724
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0641038
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0366769
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATION HAS AN ADVISORY ROLE IN INVESTMENT DECISIONS, GRANT MAKING, AND DIRECTING OF INCOME.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ESCAMBIA COUNTY MEDICAL SOCIETY'S PUPOSE 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/ExplanationTxt2THE ORGANIZATION WAS CREATED TO PERFORM THE FUNCTION OF ESCAMBIA COUNTY MEDICAL SOCIETY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2B
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0591514947
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd04
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ESCAMBIA COUNTY MEDICAL SOCIETY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02738016
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02738016
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02853543
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03158812
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0305269
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03107217
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02853543
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-253674
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02857960
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03107217
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0249257
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02738016
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02857960
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0119944
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0137
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015285
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015422
IRS990ScheduleD/ExpensesSubtotalAmt0332247
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04446044
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1196063
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENT SECURITIES - ENDOWMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CASH - ENDOWMENT FUND
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueSubtotalAmt0736971
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION RECEIVED BEQUESTS FROM THE KATHERINE C. PACE TRUST FROM 1999 TO 2002 TOTALING 2,738,016. THE GIFT INSTRUMENT DIRECTED THE FOUNDATION TO ONLY USE THE INCOME (BUT NOT THE PRINCIPAL WHICH SHALL BE PRESERVED AND NOT INVADED NOR EXPENDED) AS THE FOUNDATION DEEMS REASONABLE AND NECESSARY TO CARRY OUT ITS INTENDED PURPOSES. THE FUND THEREBY WAS TO BE REFERRED TO AS THE "ROBERT A. PACE MEMORIAL FUND." THE DONOR-RESTRICTED AMOUNT IS PERPETUAL IN NATURE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XIII
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0137
IRS990ScheduleD/TotalBookValueOtherAssetsAmt04642107
IRS990ScheduleD/TotalExpensesPerForm990Amt0332247
IRS990ScheduleD/TotalRevenuePerForm990Amt0736971
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0736971
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0332247
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0137430
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0VOCATIONAL REHABILITATION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt057
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0VOC REHAB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FLORIDA DEPARTMENT OF EDUCATION
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02002 OLD ST AUGUSTINE ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TALLAHASSEE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,435,679
Liabilities
$0
Net assets
$11,435,679
Revenue
$736,971
Expenses
$332,247
Net income
$404,724
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$1.12$0.49$0.62
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.09$0.47$0.38
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.45$0.39$0.84
2021Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$2.10$0.44$1.66
2020Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.74$0.33$0.40
2019Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.48$0.30$0.18
2018Detailed filing. Detailed filing data is available for this year.$9.14$0.00$9.14$0.54$0.36$0.18
2017Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.25$0.32$0.07
2016Detailed filing. Detailed filing data is available for this year.$9.14$0.00$9.14$0.11$0.29$0.18
2015Detailed filing. Detailed filing data is available for this year.$8.91$0.00$8.91$0.74$0.37$0.37
2014Detailed filing. Detailed filing data is available for this year.$9.50$0.02$9.49$0.42$0.31$0.10
2013Detailed filing. Detailed filing data is available for this year.$9.53$0.00$9.53$0.69$0.34$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.96$0.00$8.96$0.32
2011Summary only. Only limited summary data is available for this year.$8.38$0.00$8.38$0.43$0.28$0.15