Civic Intelligence

Lost Tree Village Charitable Foundation Inc.

990 • Fiscal year 2018 • EIN 59-2104920

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 28, 2019

Organization ProfileWWW.LOSTTREEFOUNDATION.ORG

View Organization Page

8 Church LaneNorth Palm Beach, FL 33408-2961

(561) 622-3780

Siviq Scores

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

Liabilities / Assets

26th percentile

0.05x

Higher debt load relative to assets than 26% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

35th percentile

0.12x

Higher debt load relative to revenue than 35% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

58th percentile

5.7%

Higher net margin than 58% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

39th percentile

$146,007

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

52nd percentile

2.3%

Faster asset growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-22%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$10,223,294

Up $234,590 (+2.3%) from 2017

Net Assets

Up

$9,757,826

Up $305,800 (+3.2%) from 2017

Liabilities

Down

$465,468

Down $71,210 (-13%) from 2017

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin58th percentile

Revenue

Down

$3,756,215

Down $1,043,925 (-22%) from 2017

Expenses

Up

$3,543,315

Up $597,151 (+20%) from 2017

Net Income

Down

$212,900

Down $1,641,076 (-89%) from 2017

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 2011: $5,588,702Liabilities 2011: $606,534Net Assets 2011: $4,982,1682011Assets 2012: $5,706,322Liabilities 2012: $441,204Net Assets 2012: $5,265,1182012Assets 2013: $7,404,985Liabilities 2013: $563,887Net Assets 2013: $6,841,0982013Assets 2014: $8,197,385Liabilities 2014: $255,724Net Assets 2014: $7,941,6612014Assets 2015: $8,215,567Liabilities 2015: $778,662Net Assets 2015: $7,436,9052015Assets 2016: $7,983,376Liabilities 2016: $378,000Net Assets 2016: $7,605,3762016Assets 2017: $9,988,704Liabilities 2017: $536,678Net Assets 2017: $9,452,0262017Assets 2018: $10,223,294Liabilities 2018: $465,468Net Assets 2018: $9,757,8262018Assets 2019: $10,218,515Liabilities 2019: $503,340Net Assets 2019: $9,715,1752019Assets 2020: $10,839,554Liabilities 2020: $244,201Net Assets 2020: $10,595,3532020Assets 2021: $12,875,425Liabilities 2021: $266,937Net Assets 2021: $12,608,4882021Assets 2022: $15,307,799Liabilities 2022: $354,822Net Assets 2022: $14,952,9772022Assets 2023: $19,666,728Liabilities 2023: $625,065Net Assets 2023: $19,041,6632023Assets 2024: $17,992,557Liabilities 2024: $662,734Net Assets 2024: $17,329,8232024Assets 2025: $15,151,422Liabilities 2025: $1,197,001Net Assets 2025: $13,954,4212025

Highlighted filing

2018

Assets$10,223,294
Liabilities$465,468
Net Assets$9,757,826
Open 2018 Filing

Operations Trend

Revenue Growth11th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,680,654Expenses 2011: $1,687,038Net Income 2011: -$6,3842011Expenses 2012: $1,804,2302012Expenses 2013: $2,134,8142013Revenue 2014: $2,655,939Expenses 2014: $2,186,518Net Income 2014: $469,4212014Revenue 2015: $3,292,068Expenses 2015: $3,555,247Net Income 2015: -$263,1792015Revenue 2016: $4,286,302Expenses 2016: $3,439,313Net Income 2016: $846,9892016Revenue 2017: $4,800,140Expenses 2017: $2,946,164Net Income 2017: $1,853,9762017Revenue 2018: $3,756,215Expenses 2018: $3,543,315Net Income 2018: $212,9002018Revenue 2019: $3,365,104Expenses 2019: $3,518,119Net Income 2019: -$153,0152019Revenue 2020: $4,556,690Expenses 2020: $3,580,963Net Income 2020: $975,7272020Revenue 2021: $4,446,696Expenses 2021: $4,101,529Net Income 2021: $345,1672021Revenue 2022: $8,615,852Expenses 2022: $4,553,753Net Income 2022: $4,062,0992022Revenue 2023: $9,687,691Expenses 2023: $6,010,427Net Income 2023: $3,677,2642023Revenue 2024: $7,461,213Expenses 2024: $9,088,995Net Income 2024: -$1,627,7822024Revenue 2025: $6,618,359Expenses 2025: $10,691,418Net Income 2025: -$4,073,0592025

Highlighted filing

2018

Revenue$3,756,215
Expenses$3,543,315
Net Income$212,900
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 28, 2019
Return Version
2017v2.3
Gross Receipts
$4,245,622
Mission and Program Overview

Mission

Our mission: working together to strenghten our surrounding communities by significantly improving the lives of our neighbors in need.

The purpose of the foundation is to improve the quality of life by building a stronger local community through the process of granting funds to 501(c)(3) human service organizations, which provide services or aid to those in need in our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,030,822$8,825,386▲ $4,794,564
Investments Other Securities$4,594,095$0▼ $4,594,095
Cash and Non-Interest-Bearing Accounts$764,374$1,042,905▲ $278,531
Savings and Temporary Cash Investments$204,456$77,272▼ $127,184
Pledges and Grants Receivable$137,913$47,492▼ $90,421
Prepaid Expenses and Deferred Charges$9,661$6,506▼ $3,155
Total Assets$9,988,704$10,223,294▲ $234,590
Other Assets Total$247,383$223,733▼ $23,650
Liabilities
Grants Payable$530,757$449,500▼ $81,257
Accounts Payable and Accrued Expenses$5,921$15,968▲ $10,047
Total Liabilities$536,678$465,468▼ $71,210
Net Assets / Fund Balance
Unrestricted Net Assets$5,600,586$5,544,874▼ $55,712
Temporarily Rstr Net Assets$2,251,181$2,588,299▲ $337,118
Permanently Rstr Net Assets$1,600,259$1,624,653▲ $24,394
Total Net Assets Fund Balance$9,452,026$9,757,826▲ $305,800
Total Liabilities and Net Assets / Fund Balance$9,988,704$10,223,294▲ $234,590

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,600,259-▲ $24,394-$1,624,653
2016$1,471,794-▲ $128,465-$1,600,259
2015$1,485,157-▼ $13,363-$1,471,794
2014$1,477,154-▲ $8,003-$1,485,157
2013$1,300,690-▲ $176,464-$1,477,154
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jillian C VukusichExecutive DirectorFT$136,450$9,557$146,007

Board Members and Trustees

NameTitle
Henry P BaerPast President (ex-officio)
Stephen C KirmsePresident
Atwood Collins IiiVice President
Carroll RotchfordVice President
Ce Thomas ClevelandVice President
Elizabeth ChaceVice President
Janet LewisVice President
Scott a RogersVice President
Tina E MikkelsenVice President
William J ConatyVice President
John K TwymanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,333,299
Program Service Revenue
$0
Investment Income
$422,916
Other Revenue
$0
All Other Contributions
$3,333,299
Change in Net Assets
$212,900

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded19$282,819Stock Exchange
Total Noncash Contributions19$282,819-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,756,215
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$92,900
Total Revenue per Audited Statements
$3,849,115
Total Revenue per Form 990
$3,756,215
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,375,994
Salaries, Compensation, and Employee Benefits$260,775
Total Fundraising Expense$75,664
Professional Fundraising Fees$0
Other Expenses$-93,454

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,375,994--$3,375,994
Other Salaries and Wages$158,927$22,704$45,408$227,039
Fees for Services Other$5,651$13,307$1,615$20,573
Fees for Services Accounting$11,550$1,650$3,300$16,500
Payroll Taxes$11,184$1,598$3,195$15,977
Pension Plan Contributions$8,231$1,176$2,352$11,759
Occupancy$7,131$1,019$2,037$10,187
Fees for Service Investment Mgmnt Fees$5,076$725$1,450$7,251
Information Technology$4,328$618$1,237$6,183
Other Employee Benefits$4,200$600$1,200$6,000
Insurance$3,314$473$947$4,734
Conferences and Meetings$3,248$464$928$4,640
Other Expenses$2,738$391$782$3,911
Travel$599$86$171$856
All Other Expenses$-211,760$1,677$3,354$-206,729
Total Functional Expenses$3,417,319$50,332$75,664$3,543,315

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,543,315
Total Expenses per Audited Statements$3,543,315
Total Expenses per Form 990$3,543,315
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Riviera Beach Literacy Project (fiscal Agent Education Foundation of Pbc)Riviera Beach, FL-For the Riviera Beach Literacy Project.$613,643
Adopt-a-family of the Palm Beaches IncLake Worth, FL-For the Development of Affordable Housing for Homeless Families With Elementary School-aged Children.$150,000
Habitat for Humanity of Palm Beach CountyRiviera Beach, FL-To Provide Affordable Housing in the Pleasant City Neighborhood in West Palm Beach.$100,000
Housing Partnership IncRiviera Beach, FL-For Much Needed Renovations and Upgrades at Villages for Change, a Community of Cottages for Adults Enrolled in the Substance Abuse Program.$100,000
Opportunity Inc of Palm Beach CountyWest Palm Beach, FL-For Playground Equipment and Classroom Furniture at the New State-of-the-art Facility for Preschool Students From Low-income Working Families.$100,000
Palm Beach County Food BankLantana, FL-For a Generator to Power the Coolers and Freezers in the Event of Power Loss.$100,000
The Arc of Palm Beach County IncRiviera Beach, FL-To Repair Structural Damage and Construct Two Additional Classrooms to Expand Community Services for Students and Adults With Disabilities.$100,000
Center for Child Counseling IncPalm Beach Gardens, FL-For Prevention, Early Intervention and Trauma-informed Care for Children in Riviera Beach to Address Chronic Trauma and Adverse Childhood Experiences (aces).$90,000
West Jupiter Community Group IncJupiter, FL-For a Passenger Bus to Provide a Safe Transportation for Students.$77,019
THE LORD'S PLACEWest Palm Beach, FL-For Repairs and Improvements to Cafe Joshua, Which Provides Transitional Work Experience for Homeless Individuals to Help Them Gain Outside Employment.$76,524
Wayside HouseDelray Beach, FL-For Repairs and Renovations at Wayside House, Which Helps Women With Drug and Alcohol Dependence by Providing Them With Tools to Rebuild Their Lives.$75,000
Holy Ground Shelter for Homeless IncRiviera Beach, FL-For Renovations and Furnisings at a New Apartment Complex That Will Provide Shelter and Mentorship to Homeless, Pregnant and Parenting Young Mothers.$71,720
HomesafeLake Worth, FL-For Passenger Vans to Provide Transportation for Foster Care Youth Residing at the Sylvester Family Campus in West Palm Beach.$67,000
Soup Kitchen IncBoynton Beach, FL-To Expand the Facility Which Provides Over 750 Meals Each Day to Those in Need.$65,000
Seagull ServicesWest Palm Beach, FL-FOR COMPLETE RESTORATION OF SEAGULL ACHIEVEMENT CENTER'S ROOF TO PROVIDE A SAFE, STABLE ENVIRONMENT FOR STAFF AND CLIENTS WITH DISABILITIES.$62,330
Palm Beach School for AutismLake Worth, FL-For Specialized Transportation for Students to Participate in Community-based Instruction to Lead to an Independent Future.$60,200
Habitat for Humanity of Martin CountyStuart, FL-To Build Homes in Carter Park, an Affordable Homeownership Community in Martin County.$60,000
Arc of the Glades IncBelle Glade, FL-For a Multi-passenger, Handicapped Accessible Van to Be Used to Transport Clients With Intellectual and Developmental Disabilities.$55,917
Aids to Victims of Domestic Abuse IncDelray Beach, FL-To Improve Security, Lighting and Accessibility for Victims of Domestic Violence.$50,000
Boys & Girls Clubs of Palm Beach CountyWest Palm Beach, FL-To Complete Essential Security Upgrades at Eight Clubs to Maximize Safety for Members, Families, Staff and Guests.$50,000
Florida Community Health Centers IncWest Palm Beach, FL-For Renovations and Equipment at the Pahokee Center, to Improve for Patient Care.$50,000
Meals on Wheels of the Palm Beaches IncWest Palm Beach, FL-For Kitchen Equipment, Appliances, Cabinetry and Packaging Materials at the New Facility.$50,000
Quantum HouseWest Palm Beach, FL-To Install a Playground for Children Who Are Receiving Treatment for a Serious Medical Condition.$50,000
Urban Youth ImpactWest Palm Beach, FL-To Create Additional Classroom Space and a Teaching Kitchen at the Life Center for At-risk Youth.$50,000
Ymca of the Treasure CoastStuart, FL-To Repair the Pool at the Indiantown Branch in Order to Provide Swimming Lessons to Families in Need.$50,000
Education Foundation of Martin CountyStuart, FL-To Provide Increased Access to Technology for Students and Families in the Indiantown Community.$47,500
Tabernacle Learning CenterWest Palm Beach, FL-For a Playground at the New Childcare Facility in Northwest Nieghborhood of West Palm Beach.$45,000
Palm Beach State College FoundationLake Worth, FL-A Matching Grant for the Expansion of the Medical Simulation Center to Improve Training for Nursing, Ems and Respiratory Program Students.$43,250
Child NetWest Palm Beach, FL-A Matching Grant to Create the Foster Care Visitation Center for Quality Parent-child Visitations, a Key Component of the Family Reunification Process.$40,000
The Anquan Boldin FoundationWest Palm Beach, FL-To Provide Technology and Materials for the Summer Enrichment Program, Which Provides Academic and Personal Experiences for Students in the Glades.$37,000
People Engaged in Active Community EffortsLake Worth, FL-For a Simultaneous Interpretation Equipment Kit to Civically Engage Multilingual Residents in Community Issues.$36,630
Clinics Can HelpWest Palm Beach, FL-To Purchase and Install a Security Fence, Including Vehicle and Pedestrian Gates to Improve Security at the New Facility.$35,000
GRANDMA'S PLACE INCRoyal Palm Beach, FL-For Hurricane Impact Windows for the Shelter to Maximize Preparedness for Hurricanes and Safeguard Children Who Have Been Removed From Their Homes.$34,898
Health Mothers Healthy Babies Coalition of Palm Beach CountyGreenacres, FL-For a Multi-use Vehicle, to Be Used for Client Transportation, Diaper Distribution and Outreach Events in the Community.$34,000
Palm Beach County Literacy CoalitionBoynton Beach, FL-To Upgrade Technology for Students in the Family Education Programs.$30,293
THE LORD'S PLACEWest Palm Beach, FL-For Assistance With Roof Replacement at Cafe Joshua, Which Was Damaged by Hurricane Irma.$30,000
Palm Beach County Police Athletic LeagueWest Palm Beach, FL-For a Passenger Van to Transport Students From the Cabana Colony Youth Center to a Variety of Offsite Activities.$27,000
Families First of Palm Beach CountyWest Palm Beach, FL-For Technology and Equipment to Improve Clinical Training and Increase Overall Organizational Capacity.$25,887
Habitat for Humanity of South Palm Beach CountyDelray Beach, FL-For New Home Construction and Neighborhood Revitalization Efforts in Boynton Beach.$25,000
Speak Up for Kids of Palm Beach CountyWest Palm Beach, FL-FOR A CHILD'S BEST INTEREST ATTORNEY TO OVERSEE VOLUNTEER GUARDIAN AD LITEMS (GAL), EFFECTIVELY HELPING 300 CHILDREN IN THE DEPENDECY COURT SYSTEM.$25,000
Stem Hq IncDelray Beach, FL-To Provide Equipment and Technology for Students to Learn Stem Skills Through Competitive Robotics at the Westgate Center & Boys & Girls Club in Riviera Beach.$25,000
Student Aces IncPalm Beach Gardens, FL-FOR CIRRICULUM AND A WEB PORTAL THAT INSTILLS CORE VALUES IN STUDENT LEADERS: RESPECT, TRUST, ATTITUDE, ETHICAL BEHAVIOR, WORK ETHIC, INTEGRITY AND TEAMWORK.$25,000
The Banner Lake Club IncHobe Sound, FL-For Kitchen Equipment in the New Community Center Which Will Provide Food for Programs Such as the Senior Meal Program and Soup Kitchen.$25,000
Vinceremos Therapeutic Riding CenterLoxahatchee, FL-Fencing for the Farm Perimeter to Better Secure the Facility Which Provides Therapeutic Horseback Riding Programs for Individuals With Disabilities.$24,050
In the Pines IncDelray Beach, FL-For New Flooring in the Apartments, Which Provide Affordable Housing for Poverty-level Farmworker and Workforce Families at Risk for Homelessness.$24,000
Center for Creative EducationWest Palm Beach, FL-To Improve Student, Visitor and Staff Safety Through Enhancements to the Security, Visitor Management and Internal Communications Systems.$23,365
EL SOL JUPITER'S NEIGHBORHOOD RESOURCE CENTERJupiter, FL-For a Variety of Upgrades to Improve Inforamtion/technology Management and Overall Safety and Security.$22,000
Hobe Sound Early Learning CenterHobe Sound, FL-For a Sanitizing Cabinet to Protect Children, Families and Staff From Illenss, Thus Reducing Absenteeism and Loss of Work for Parents and Guardians.$20,377
Youth Recreation AssociationRiviera Beach, FL-For the Youth Sports Program Which Aims to Provide Safe Activities That Will Help Build Self-awareness and Encourage Success.$20,000
Friends of Foster Children of Palm Beach County IncWest Palm Beach, FL-For the 2018 Community Back to School Bash, Which Provides Backpacks and School Supplies to Disadvantaged Youth in Palm Beach County.$15,000
Friends of Foster Children of Palm Beach County IncWest Palm Beach, FL-For Resource Connections, Which Provides Emergency Bags and Uniform Vouchers for Children Entering the Foster Care System.$15,000
National Alliance on Mental Illness of Palm Beach CountyWest Palm Beach, FL-For Renovations to Create a Supportive Environment for Individuals and Families Coping With Mental Illness.$14,792
Soup Kitchen IncBoynton Beach, FL-To Replace and Install a New Generator Following Hurricane Irma.$14,629
Housing Partnership IncRiviera Beach, FL-To Rehabilitate One of Six Units at Village for Change, Which Was Rendered Inhabitable by Hurricane Irma.$12,500
Sweet Dream MakersBoca Raton, FL-Provide Beds to Palm Beach County Children Sleeping on the Floor, Sharing Beds, or Sleeping in Unsafe, Unsanitary Conditions.$12,000
Lighthouse for the Blind of the Palm BeachesWest Palm Beach, FL-To Expand the Kitchen to Teach Safe, Adaptive Cooking Skills to People With Vision Loss.$11,500
Diabetes Coalition of Palm Beach CountyWest Palm Beach, FL-For Equipment and Technology to Improve Tracking of Program Outcomes and Overall Organizational Capacity.$11,460
Farmworker Childrens Center IncOcean Ridge, FL-FCCI'S REQUEST WAS TO SPONSOR UNDERSERVED CHILDREN OF FARMWORKERS & WORKFORCE FAMILIES FOR CAMPO ALEGRE I & II, A SUMMER ACADEMIC ENRICHMENT PROGRAM.$11,000
Seagull ServicesWest Palm Beach, FL-For Tree Removal and Concrete Repair in Recreational Courtyard Which Was Damaged by Hurricane Irma.$10,584
Catholic Charities of the Diocese of Palm Beach IncPalm Beach Gardens, FL-For Direct Services and Emergency Financial Assistance for Rent and Utilities for Clients at Disaster Recovery Centers.$10,000
Child Protection Team Palm BeachWest Palm Beach, FL-To Provide School Supplies and Books to Children Who Have Been Removed From Their Home Due to Abuse, Assault And/or Neglect.$10,000
Society of St Vincent Depaul Palm Beach District CouncilJupiter, FL-For the Temporary Emergency Cash Program Which Provides Financial Assistance to Individuals or Families, Helping Them Through a Temporary Crisis.$10,000
The Education Foundation of Palm Beach County IncWest Palm Beach, FL-To Replenish Classroom Supplies at Red Apple Supplies Following Hurricane Irma.$10,000
Vital Flight IncJupiter, FL-To Provide Air Transportation for Individuals and Their Families With Compassionate, Medical or Humanitarian Needs.$10,000
Farmworker Coordinating Council of Palm Beach County IncLake Worth, FL-For Technology and Equipment to Improve the Safety and Security for Staff and Clients.$7,710
Kidsafe FoundationBoca Raton, FL-A Matching Grant for Multilingual Educational Materials to Help Prevent Sexual Abuse, Bullying and Online Exploitation of Children.$7,000
Caridad Center IncBoynton Beach, FL-For Facility Repairs and Property Restoration Caused by Hurricane Irma.$6,324
OUR SISTER'S PLACE INCTequesta, FL-For an Upgraded Air Conditioning System and Washer and Dryer for the Confidential Tranisitional Housing Site for Domestic Abuse Survivors.$6,098
Deporres Place IncWest Palm Beach, FL-To Provide Upgraded Equipment and Software for the Adult Literacy Center.$5,919
Urban League of Palm Beach CountyWest Palm Beach, FL-A Matching Grant for Graduating Seniors Going to Post-secondary Education.$5,880
Adopt-a-family of the Palm Beaches IncLake Worth, FL-For Facility Repairs and Property Restoration Due to Damage Caused by Hurricane Irma.$5,655
THE CHILDREN'S HEALING INSTITUTEWest Palm Beach, FL-For a One-month Supply of Diapers for 80 Newborn Premature Infants After Discharge From the Hospital to Reduce Parental Stress, Financial Burden and Health Risks.$5,176
Christians Reaching Out to Society IncLake Worth, FL-For the Purchase of Food for the Increased Demand Due to Hurricane Irma.$5,000
Families First of Palm Beach CountyWest Palm Beach, FL-For Client Services Related to Assistance for Diapers, Food, Utility Bills, Gas Cards and Rent Assistance, Due to Loss of Wages Following Hurricane Irma.$5,000
Urban League of Palm Beach CountyWest Palm Beach, FL-To Repair Roof Leaks at the Main Facility, Air Conditioner Repairs, Landscape Removal and Replacement of Light Fixtures That Were Damaged by Hurricane Irma.$5,000
National Autism Registry IncPalm Beach Gardens, FL-For Equipment to Operate a Coffee Concession, Expanding Job Training for Adults With Special Needs.$4,864
Renewal CoalitionJupiter, FL-To Provide Recreational Equipment at Retreats for Combat Injured Service Members and Their Families.$4,225
Farmworker Coordinating Council of Palm Beach County IncLake Worth, FL-To Provide Direct Assistance to Low Income Families That Were Affected by Hurricane Irma.$3,800
Lake Worth West Resident Planning Group IncLake Worth, FL-For Upgraded Security Equipment at the Community Center, Which Promotes Family Unity, Community Safety and Provides Wellness, Cultural and Educational Programs.$3,665
Nonprofits FirstWest Palm Beach, FL-A Matching Grant to Provide Customized Non-profit Training for Volunteers, Employees, Managers, and Leaders in the Belle Glade Community.$3,500
211 Palm Beachtreasure CoastLantana, FL-211'S CALL VOLUME DOUBLED AND AT TIMES TRIPLED IN THE DAYS BEFORE AND WEEKS AFTER IRMA. REQUEST SUPPORT FOR FACILITY REPAIRS AND INCREASED OPERATING EXPENSES.$3,486
Easter Seals Florida IncWest Palm Beach, FL-For Replacement of the Playground Shade Cover and Debris Cleanup Following Hurricane Irma.$2,800
HomesafeLake Worth, FL-For Repairs at the Lake Worth and West Palm Beach Campuses That Were Damaged by Hurricane Irma.$2,625
Habitat for Humanity of Palm Beach CountyRiviera Beach, FL-For Homeowner Roof Repair and Debris Removal Following Hurricane Irma.$2,500
EL SOL JUPITER'S NEIGHBORHOOD RESOURCE CENTERJupiter, FL-For the Repairs in the Community Garden Following Hurricane Irma.$1,699
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“A member of the foundation is defined as follows: (i) an individual who made a financial contribution to the foundation in at least one of the last two fiscal years prior to the annual meeting; (ii) an individual who has made contributions totaling more than $100,000 since the foundation's inception; and (iii) an individual who is a member of the legacy society.”

Form 990, Part VI, Section A, Line 7A

“All members are eligible to vote on selecting the board of trustees and may elect up to 90 of the trustees. The board of trustees vote to elect the governing board.”

Form 990, Part VI, Section A, Line 7B

“All decisions made by the governing board must be approved by the board of trustees membership and ratified at the annual meeting.”

Form 990, Part VI, Section B, Line 11B

“A copy of the draft form 990 is e-mailed to voting and certain other board members for an independent review. Board members meet subsequently to make inquiries, discuss questions they may have on the tax return, and make or recommend changes. After all inquiries are cleared and adjustments made (if any), the tax preparer submits a second draft to the board for final review and approval.”

Form 990, Part VI, Section B, Line 12C

“All officers, directors and key employees are required to disclose any conflict of interest and annually submit documentation of any conflicts to the governing board.”

Form 990, Part VI, Section B, Line 15

“The governing board reviews and approves the compensation of employees. The compensation is included in the budget, which is approved by the board and documented as such in the board minutes.”

Form 990, Part VI, Section C, Line 19

“Requests may be made directly to the organization for review of its documents. Persons making the request may be asked to visit the office to review the documents or they may be sent a copy of the requested documents. Digital copies of the form 990 are also available on guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Lost Tree Village Charitable
EIN
59-2104920
Phone
5616223780
Address
8 CHURCH LANE, NORTH PALM BEACH, FL 33408-2961

Signing Officer

Name
John K Twyman
Title
Treasurer
Phone
5616223780
Signed
2019-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John K Twyman
Formed
1981
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
3
Volunteers
145

Preparer

Firm
Caler Donten Levine Et Al Pa
Address
505 SOUTH FLAGLER DR 900, WEST PALM BEACH, FL 33401-5948
Preparer
Thomas a Pence Jr
Phone
5618329292
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of beneficial interest in trust 7,553.”

Financial Statement Notes

PART X, LINE 2:

“The foundation evaluates its uncertain tax positions in accordance with fasb asc 740, income taxes, which states that management's determination of the taxable status of an entity, including its status as a tax-exempt entity, is a tax position subject to the standards required for accounting for uncertainty in income taxes. Management does not believe that the foundation has any significant uncertain tax positions that would be material to the financial statements. The foundation remains subject to examinations by major tax jurisdictions for tax years ending after 2014.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of beneficial interest in trust 7,553.”

PART V, LINE 4 - ENDOWMENT FUNDS:

“Permanently restricted endowment funds - the principal is to be maintained in perpetuity and invested for the purpose of producing income and long-term growth of principal.”

Raw XML AppendixShowing 400 of 1,217 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 7,553.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2PERMANENTLY RESTRICTED ENDOWMENT FUNDS - THE PRINCIPAL IS TO BE MAINTAINED IN PERPETUITY AND INVESTED FOR THE PURPOSE OF PRODUCING INCOME AND LONG-TERM GROWTH OF PRINCIPAL.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART V, LINE 4 - ENDOWMENT FUNDS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03543315
IRS990ScheduleD/TotalRevenuePerForm990Amt03756215
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03849115
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03543315

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,223,294
Liabilities
$465,468
Net assets
$9,757,826
Revenue
$3,756,215
Expenses
$3,543,315
Net income
$212,900
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.2$1.20$14.0$6.62$10.7$4.07
2024Detailed filing. Detailed filing data is available for this year.$18.0$0.66$17.3$7.46$9.09$1.63
2023Detailed filing. Detailed filing data is available for this year.$19.7$0.63$19.0$9.69$6.01$3.68
2022Detailed filing. Detailed filing data is available for this year.$15.3$0.35$15.0$8.62$4.55$4.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.27$12.6$4.45$4.10$0.35
2020Detailed filing. Detailed filing data is available for this year.$10.8$0.24$10.6$4.56$3.58$0.98
2019Detailed filing. Detailed filing data is available for this year.$10.2$0.50$9.72$3.37$3.52$0.15
2018Detailed filing. Detailed filing data is available for this year.$10.2$0.47$9.76$3.76$3.54$0.21
2017Detailed filing. Detailed filing data is available for this year.$9.99$0.54$9.45$4.80$2.95$1.85
2016Detailed filing. Detailed filing data is available for this year.$7.98$0.38$7.61$4.29$3.44$0.85
2015Detailed filing. Detailed filing data is available for this year.$8.22$0.78$7.44$3.29$3.56$0.26
2014Detailed filing. Detailed filing data is available for this year.$8.20$0.26$7.94$2.66$2.19$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.40$0.56$6.84$2.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.71$0.44$5.27$1.80
2011Summary only. Only limited summary data is available for this year.$5.59$0.61$4.98$1.68$1.69$0.01