Civic Intelligence

Community Foundation for Brevard Inc.

990 • Fiscal year 2018 • EIN 59-2114988

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

Organization ProfileWWW.CFBREVARD.ORG

View Organization Page

1361 Bedford DriveMelbourne, FL 32940

(321) 752-5505

Siviq Scores

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

Liabilities / Assets

36th percentile

0.10x

Higher debt load relative to assets than 36% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.37x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

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

Top Officer Pay

23rd percentile

$103,750

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

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

Asset Growth

66th percentile

6.4%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

92nd percentile

80%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$13,339,543

Up $799,664 (+6.4%) from 2017

Net Assets

Up

$12,001,701

Up $1,232,600 (+11%) from 2017

Liabilities

Down

$1,337,842

Down $432,936 (-24%) from 2017

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin95th percentile

Revenue

Up

$3,627,702

Up $1,611,260 (+80%) from 2017

Expenses

Up

$1,097,179

Up $104,660 (+11%) from 2017

Net Income

Up

$2,530,523

Up $1,506,600 (+147%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$60M$40M$20M$0Assets 2011: $11,574,259Liabilities 2011: $418,494Net Assets 2011: $11,155,7652011Assets 2012: $12,708,264Liabilities 2012: $579,163Net Assets 2012: $12,129,1012012Assets 2013: $12,535,393Liabilities 2013: $766,535Net Assets 2013: $11,768,8582013Assets 2014: $11,804,423Liabilities 2014: $1,100,384Net Assets 2014: $10,704,0392014Assets 2015: $11,205,408Liabilities 2015: $1,280,181Net Assets 2015: $9,925,2272015Assets 2016: $10,666,542Liabilities 2016: $1,463,656Net Assets 2016: $9,202,8862016Assets 2017: $12,539,879Liabilities 2017: $1,770,778Net Assets 2017: $10,769,1012017Assets 2018: $13,339,543Liabilities 2018: $1,337,842Net Assets 2018: $12,001,7012018Assets 2019: $18,082,763Liabilities 2019: $1,642,234Net Assets 2019: $16,440,5292019Assets 2020: $22,876,384Liabilities 2020: $2,113,658Net Assets 2020: $20,762,7262020Assets 2021: $32,346,936Liabilities 2021: $2,774,858Net Assets 2021: $29,572,0782021Assets 2022: $34,989,677Liabilities 2022: $2,335,934Net Assets 2022: $32,653,7432022Assets 2023: $39,653,584Liabilities 2023: $2,753,054Net Assets 2023: $36,900,5302023Assets 2024: $51,808,614Liabilities 2024: $3,872,303Net Assets 2024: $47,936,3112024

Highlighted filing

2018

Assets$13,339,543
Liabilities$1,337,842
Net Assets$12,001,701
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $1,674,5742011Expenses 2012: $1,934,6682012Revenue 2013: $1,100,566Expenses 2013: $1,613,383Net Income 2013: -$512,8172013Revenue 2014: $1,993,846Expenses 2014: $2,775,672Net Income 2014: -$781,8262014Revenue 2015: $1,530,399Expenses 2015: $1,591,946Net Income 2015: -$61,5472015Revenue 2016: $962,360Expenses 2016: $1,911,144Net Income 2016: -$948,7842016Revenue 2017: $2,016,442Expenses 2017: $992,519Net Income 2017: $1,023,9232017Revenue 2018: $3,627,702Expenses 2018: $1,097,179Net Income 2018: $2,530,5232018Revenue 2019: $3,760,199Expenses 2019: $1,030,109Net Income 2019: $2,730,0902019Revenue 2020: $3,650,416Expenses 2020: $1,759,082Net Income 2020: $1,891,3342020Revenue 2021: $9,234,486Expenses 2021: $1,453,403Net Income 2021: $7,781,0832021Revenue 2022: $13,189,759Expenses 2022: $5,088,609Net Income 2022: $8,101,1502022Revenue 2023: $4,611,989Expenses 2023: $3,717,825Net Income 2023: $894,1642023Revenue 2024: $13,213,253Expenses 2024: $4,068,772Net Income 2024: $9,144,4812024

Highlighted filing

2018

Revenue$3,627,702
Expenses$1,097,179
Net Income$2,530,523
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$11,197,450
Mission and Program Overview

Mission

To inspire and support powerful, rewarding philanthropy to make brevard county a stronger, more vibrant community for all.

To inspire and support powerful, rewarding philanthropy to make brevard county a stronger, more vibrant community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,343,040$12,982,424▲ $639,384
Cash and Non-Interest-Bearing Accounts$188,381$351,496▲ $163,115
Land, Buildings, and Equipment, Net$6,858$4,023▼ $2,835
Total Assets$12,539,879$13,339,543▲ $799,664
Other Assets Total$1,600$1,600→ $0
Liabilities
Escrow Account Liability$1,768,433$1,335,804▼ $432,629
Other Liabilities$2,345$2,038▼ $307
Total Liabilities$1,770,778$1,337,842▼ $432,936
Net Assets / Fund Balance
Temporarily Rstr Net Assets$9,004,245$10,552,934▲ $1,548,689
Unrestricted Net Assets$1,764,856$1,448,767▼ $316,089
Total Net Assets Fund Balance$10,769,101$12,001,701▲ $1,232,600
Total Liabilities and Net Assets / Fund Balance$12,539,879$13,339,543▲ $799,664

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,023$23,824$27,847

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$8,842,068$2,886,080▼ $509,728$99,335$10,443,211
2017$7,586,966$682,013▲ $1,166,918$80,707$8,842,068
2016$8,164,266$519,284▲ $466,507$95,474$7,586,966
2015$8,863,589$907,176▼ $240,418$98,513$8,164,266
2014$10,834,739$265,544▲ $308,104$104,668$8,863,589
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Theresa GrimisonPresident/ceFT$103,750$103,750

Board Members and Trustees

NameTitle
Michael S Cerow CPAChair
Linda J MayPast Chair
Matthew Kucera CrpcVice Chair
Arthur R SchmittDirector
Ashley ByrneDirector
Bob Sukolsky CluDirector
Brian Fisher CPADirector
Elizabeth O ShorrDirector
Holly CarverDirector
James F SupleeDirector
Kurt D Panouses Esq CPADirector
Myles H WilkinsonDirector
Robert J Naberhaus Iii EsqDirector
Amanda G Smith EsqSecretary
Juliana Kreul CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,916,371
Program Service Revenue
$12,281
Investment Income
$697,769
Other Revenue
$1,281
All Other Contributions
$2,916,371
Change in Net Assets
$2,530,523

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 Amount
Securities Publicly Traded4$223,498
Other Non Cash Contri Table1$23,740
Total Noncash Contributions5$247,238

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,551,078
Revenue Not Reported on Financial Statements
$76,624
Revenue Not Reported on Form 990
$-1,297,923
Total Revenue per Audited Statements
$2,253,155
Total Revenue per Form 990
$3,627,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$601,127
Salaries, Compensation, and Employee Benefits$293,060
Other Expenses$202,992
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$543,596--$543,596
Other Salaries and Wages$226,584$39,985-$266,569
Fees for Service Investment Mgmnt Fees-$76,624-$76,624
Grants to Domestic Individuals$57,531--$57,531
Occupancy$15,766$6,757-$22,523
Payroll Taxes$17,364$3,065-$20,429
Fees for Services Accounting-$10,100-$10,100
Office Expenses$7,371$2,377-$9,748
Information Technology$6,330$2,712-$9,042
Pension Plan Contributions$5,153$909-$6,062
Insurance$3,710$1,590-$5,300
Conferences and Meetings$3,060$1,311-$4,371
Depreciation Depletion$1,181$2,752-$3,933
Travel$2,903$897-$3,800
Fees for Services Other$1,500--$1,500
Other Expenses$248$1,006-$1,254
Total Functional Expenses$941,817$155,362$0$1,097,179

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,097,179
Expenses per Audited Statements$1,020,555
Total Expenses per Audited Statements$1,020,555
Expenses Not Reported on Financial Statements$76,624
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Florida Institute of TechnologyMelbourne, FL3Medical Research$109,523
----$107,620
Zonta Club of Melbourne IncMelbourne, FL3WOMEN'S WELFARE$39,441
Promise in BrevardWest Melbourne, FL3Adults & Family$29,945
Family Promise of Brevard IncRockledge, FL3Housing$27,000
Purdue FoundationWest Lafayette, IN3Education$23,110
Club EsteemMelbourne, FL3Education Support$20,725
Neighbor Up BrevardMelbourne, FL3Community Developmt$19,449
Grant Community ClubGrant, FL3Education$18,300
Arnold Palmer Medical Ctr FoundatioOrlando, FL3Medical Welfare$17,960
Brevard ZooMelbourne, FL3Animals/conservation$15,500
Bridges Btc IncRockledge, FL3Health & Wellness$14,500
Brevard Homeless CoalitionMelbourne, FL3Homelessness Prev$10,000
Duke Cancer InstituteDurham, NC3Medical/research$10,000
Hubbs - Seaworld Research InstituteMelbourne Beach, FL3Conservation/animals$10,000
Spanish Peaks Community FoundationBig Sky, MT3Comm Welfare$10,000
Cancer Care Centers of Brevard FounMelbourne, FL3Health Care$9,754
Central Brevard Humane SocietyCocoa, FL3Animal Welfare$7,660
Candlelighters of Brevard IncIndialantic, FL3Health & Wellness$7,349
Love Inc of Brevard IncMelbourne, FL3Housing/basic Needs$6,595
Rolling Readers Space Coast IncMelbourne, FL3Education Support$6,430
Dance Arts Centre IncSatellite Beach, FL3Arts/youth Enhancemt$5,970
Brevard Rescue Mission IncRockledge, FL3Housing/basic Needs$5,725
Spca of North Brevard IncTitusville, FL3Animal Welfare$5,640
Florida Wildlife Hospital & SanctuaMelbourne, FL3Conservation/animals$5,400
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
Liabilities Under Crut Agreements$2,038
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
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 11B

“A copy of form 990 is provided to the entire board. An independent accounting firm prepares the return, which is reviewed by the professional staff, board treasurer, and the full executive committee prior to being filed.”

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

“All officers, directors, employees and volunteers are required to complete an annual conflict of interest form and agree to remove themselves from deliberation and voting from any real or perceived conflict which may arise. Officers, committee chairs, and key employees monitor for compliance with the conflict of interest policy.”

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

“Ceo performance and compensation is reviewed and determined by the board's executive committee. The ceo is reviewed annually, with input from ceo's self-evaluation and all board members. Ceo compensation is determined based on compensation from various comparable sources, and past performance. The executive committee reports to the board, which discusses the review and approves final compensation.”

Form 990, Page 6, Part VI, Line 19

“The foundation maintains copies of its governing documents, conflict of interest policy, and financial statements which are available for inspection during regular business hours at the organization's office. The foundation complies with all requests (written or oral) for copies of these documents, and makes its 990s available via cfbrevard.org.”

Filing and Contact Details

Filer

Filer Name
Community Foundation
EIN
59-2114988
Phone
3217525505
Address
1361 BEDFORD DRIVE, MELBOURNE, FL 32940

Signing Officer

Name
Juliana Kreul CPA
Title
Treasurer
Phone
3217525505
Signed
2019-11-12

Organization Details

Principal Officer
Michael S Cerow CPA
Formed
1981
Legal Domicile
Fl
Voting Board Members
15
Independent Board Members
15
Employees
5
Volunteers
73

Preparer

Firm
Flavin Nooney & Person
Address
2200 SOUTH BABCOCK STREET, MELBOURNE, FL 32901
Preparer
Barbara Nooney CPA
Phone
3217254700
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“The foundation has an extensive network of community volunteers who support the organization and its programs, including board and committee members, and advisory group members.”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“The foundation holds assets under separate agency fund agreements for other 501(c)(3) community organizations and distributes those assets as recommended by the agency. Agency fund assets are reported along with the respective agency liabilities in the organization's balance sheet. Contributions and distributions are reported as increases (decreases) in the respective agency liabilities.”

Schedule D, Page 2, Part V, Line 4

“The foundation utilizes the distribution from its endowment funds as donors intended to support a wide range of qualified 501(c)(3) organizations for permitted charitable purposes, primarily throughout the brevard county community.”

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Filings

Displayed year

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

Open filing
Assets
$13,339,543
Liabilities
$1,337,842
Net assets
$12,001,701
Revenue
$3,627,702
Expenses
$1,097,179
Net income
$2,530,523
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.8$3.87$47.9$13.2$4.07$9.14
2023Detailed filing. Detailed filing data is available for this year.$39.7$2.75$36.9$4.61$3.72$0.89
2022Detailed filing. Detailed filing data is available for this year.$35.0$2.34$32.7$13.2$5.09$8.10
2021Detailed filing. Detailed filing data is available for this year.$32.3$2.77$29.6$9.23$1.45$7.78
2020Detailed filing. Detailed filing data is available for this year.$22.9$2.11$20.8$3.65$1.76$1.89
2019Detailed filing. Detailed filing data is available for this year.$18.1$1.64$16.4$3.76$1.03$2.73
2018Detailed filing. Detailed filing data is available for this year.$13.3$1.34$12.0$3.63$1.10$2.53
2017Detailed filing. Detailed filing data is available for this year.$12.5$1.77$10.8$2.02$0.99$1.02
2016Detailed filing. Detailed filing data is available for this year.$10.7$1.46$9.20$0.96$1.91$0.95
2015Detailed filing. Detailed filing data is available for this year.$11.2$1.28$9.93$1.53$1.59$0.06
2014Detailed filing. Detailed filing data is available for this year.$11.8$1.10$10.7$1.99$2.78$0.78
2013Detailed filing. Detailed filing data is available for this year.$12.5$0.77$11.8$1.10$1.61$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$0.58$12.1$1.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$0.42$11.2$1.67