Civic Intelligence

Escambia School District Benefit Trust

990 • Fiscal year 2018 • EIN 59-2547974

Jul 01, 2017 to Jun 30, 2018 • Filed on May 10, 2019

Organization ProfileWWW.ESCAMBIA.K12.FL.US
75 North Pace BoulevardPensacola, FL 32505

(850) 432-6121

Siviq Scores

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

Liabilities / Assets

85th percentile

0.41x

Higher debt load relative to assets than 85% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

73rd percentile

0.16x

Higher debt load relative to revenue than 73% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Net Margin

51st percentile

5.4%

Higher net margin than 51% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Asset Growth

84th percentile

19%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

3.0%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$16,698,140

Up $2,649,967 (+19%) from 2017

Net Assets

Up

$9,888,433

Up $2,307,534 (+30%) from 2017

Liabilities

Up

$6,809,707

Up $342,433 (+5.3%) from 2017

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin51st percentile

Revenue

Up

$43,081,272

Up $1,251,891 (+3.0%) from 2017

Expenses

Down

$40,773,738

Down $720,929 (-1.7%) from 2017

Net Income

Up

$2,307,534

Up $1,972,820 (+589%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$30M$20M$10M$0Assets 2015: $14,587,994Liabilities 2015: $7,116,716Net Assets 2015: $7,471,2782015Assets 2016: $14,530,354Liabilities 2016: $7,855,938Net Assets 2016: $6,674,4162016Assets 2017: $14,048,173Liabilities 2017: $6,467,274Net Assets 2017: $7,580,8992017Assets 2018: $16,698,140Liabilities 2018: $6,809,707Net Assets 2018: $9,888,4332018Assets 2019: $20,341,453Liabilities 2019: $7,700,563Net Assets 2019: $12,640,8902019Assets 2020: $23,221,574Liabilities 2020: $6,668,557Net Assets 2020: $16,553,0172020Assets 2021: $24,404,363Liabilities 2021: $7,666,355Net Assets 2021: $16,738,0082021Assets 2022: $24,346,398Liabilities 2022: $8,132,451Net Assets 2022: $16,213,9472022Assets 2023: $23,486,553Liabilities 2023: $7,467,867Net Assets 2023: $16,018,6862023Assets 2024: $17,411,049Liabilities 2024: $7,934,897Net Assets 2024: $9,476,1522024

Highlighted filing

2018

Assets$16,698,140
Liabilities$6,809,707
Net Assets$9,888,433
Open 2018 Filing

Operations Trend

Revenue Growth44th percentile

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

$60M$40M$20M$0-$20MRevenue 2015: $41,825,858Expenses 2015: $40,435,558Net Income 2015: $1,390,3002015Revenue 2016: $39,781,453Expenses 2016: $40,578,315Net Income 2016: -$796,8622016Revenue 2017: $41,829,381Expenses 2017: $41,494,667Net Income 2017: $334,7142017Revenue 2018: $43,081,272Expenses 2018: $40,773,738Net Income 2018: $2,307,5342018Revenue 2019: $44,125,093Expenses 2019: $41,372,636Net Income 2019: $2,752,4572019Revenue 2020: $43,747,216Expenses 2020: $39,835,089Net Income 2020: $3,912,1272020Revenue 2021: $42,598,962Expenses 2021: $42,413,971Net Income 2021: $184,9912021Revenue 2022: $40,548,196Expenses 2022: $41,072,257Net Income 2022: -$524,0612022Revenue 2023: $40,343,284Expenses 2023: $40,538,545Net Income 2023: -$195,2612023Revenue 2024: $39,759,857Expenses 2024: $46,302,391Net Income 2024: -$6,542,5342024

Highlighted filing

2018

Revenue$43,081,272
Expenses$40,773,738
Net Income$2,307,534
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.3
Gross Receipts
$43,081,272
Mission and Program Overview

Mission

To provide life and medical benefits for those employees of the school board and their eligible dependents covered by the plan who are in need of medical care after meeting the service and other requirements described in the plan.

To provide self-insured health, dental, wellness and life insurance benefits to eligible escambia county school district employees, retirees, and their dependents. The trust is an affiliate of a governmental agency, the school board of escambia county, and exists solely for the benefit of the members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$13,926,736$16,690,598▲ $2,763,862
Cash and Non-Interest-Bearing Accounts$121,437$0▼ $121,437
Total Assets$14,048,173$16,698,140▲ $2,649,967
Other Assets Total$0$7,542▲ $7,542
Liabilities
Deferred Revenue$3,734,111$3,743,687▲ $9,576
Other Liabilities$2,578,636$3,052,602▲ $473,966
Accounts Payable and Accrued Expenses$154,527$13,418▼ $141,109
Total Liabilities$6,467,274$6,809,707▲ $342,433
Net Assets / Fund Balance
Unrestricted Net Assets$7,580,899$9,888,433▲ $2,307,534
Total Net Assets Fund Balance$7,580,899$9,888,433▲ $2,307,534
Total Liabilities and Net Assets / Fund Balance$14,048,173$16,698,140▲ $2,649,967
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Jimmy Alan ScottTrustee
Malcolm ThomasTrustee
Terry St CyrTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$42,390,250
Investment Income
$0
Other Revenue
$691,022
Change in Net Assets
$2,307,534

Audited Revenue Reconciliation

Revenue per Audited Statements
$43,081,272
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$43,081,272
Total Revenue per Form 990
$43,081,272
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$40,773,738
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
Other Expenses$57,492$1,477,257-$1,534,749
All Other Expenses$-119,012--$-119,012
Total Functional Expenses$36,162,861$4,610,877$0$40,773,738

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$40,773,738
Total Expenses per Audited Statements$40,773,738
Total Expenses per Form 990$40,773,738
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Insurance Claims Payable$3,051,498
Due to Other Funds$1,104
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The organization does not have any committees.”

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

“The superintendent conducts a comprehensive review of the form 990 along with the finance department of the school district and outside accountants. The return is provided to all trustees in full before it is filed with the irs.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Escambia School District Benefit Trust
EIN
59-2547974
Phone
8504326121
Address
75 NORTH PACE BOULEVARD, PENSACOLA, FL 32505

Signing Officer

Name
Malcolm Thomas
Title
Superintendent
Phone
8504326121
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Malcolm Thomas
Formed
1983
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Moore Stephens Lovelace Pa
Address
255 S ORANGE AVENUE SUITE 600, ORLANDO, FL 32801
Preparer
Norman B Neal CPA
Phone
4077405400
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Oversight of audit and selection of independent accountant: there was no change in this process from the prior year.”

DISTRICT'S WELLNESS PROGRAM

“The district's wellness program provides employees with a monetary incentive to participate in a full wellness evaluation. Prior to the 2017-18 fiscal year, incentives were generated and expensed through the trust fund; however, beginning with the current fiscal year, the district's general operating fund covered the wellness program incentives which totaled $829,000, along with overhead expenses of $364,000.”

Raw XML Appendix305 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/ActivityOrMissionDesc0TO PROVIDE SELF-INSURED HEALTH, DENTAL, WELLNESS AND LIFE INSURANCE BENEFITS TO ELIGIBLE ESCAMBIA COUNTY SCHOOL DISTRICT EMPLOYEES, RETIREES, AND THEIR DEPENDENTS. THE TRUST IS AN AFFILIATE OF A GOVERNMENTAL AGENCY, THE SCHOOL BOARD OF ESCAMBIA COUNTY, AND EXISTS SOLELY FOR THE BENEFIT OF THE MEMBERS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SUPERINTENDENT CONDUCTS A COMPREHENSIVE REVIEW OF THE FORM 990 ALONG WITH THE FINANCE DEPARTMENT OF THE SCHOOL DISTRICT AND OUTSIDE ACCOUNTANTS. THE RETURN IS PROVIDED TO ALL TRUSTEES IN FULL BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT: THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DISTRICT'S WELLNESS PROGRAM PROVIDES EMPLOYEES WITH A MONETARY INCENTIVE TO PARTICIPATE IN A FULL WELLNESS EVALUATION. PRIOR TO THE 2017-18 FISCAL YEAR, INCENTIVES WERE GENERATED AND EXPENSED THROUGH THE TRUST FUND; HOWEVER, BEGINNING WITH THE CURRENT FISCAL YEAR, THE DISTRICT'S GENERAL OPERATING FUND COVERED THE WELLNESS PROGRAM INCENTIVES WHICH TOTALED $829,000, ALONG WITH OVERHEAD EXPENSES OF $364,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4DISTRICT'S WELLNESS PROGRAM
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt043081272
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014048173
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt016698140
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt07580899
IRS990/UnrestrictedNetAssetsGrp/EOYAmt09888433
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0PENSACOLA
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IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.ESCAMBIA.K12.FL.US
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MALCOLM THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SUPERINTENDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08504326121
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESCAMBIA SCHOOL DISTRICT BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ESCA
ReturnHeader/Filer/EIN0592547974
ReturnHeader/Filer/PhoneNum08504326121
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AA06F16595B971911646E1ABD4EF9FD1205D715B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AA06F16595B971911646E1ABD4EF9FD1205D715B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.95.178.125
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:01:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593070669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOORE STEPHENS LOVELACE PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0255 S ORANGE AVENUE SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLANDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032801
ReturnHeader/PreparerPersonGrp/PhoneNum04077405400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NORMAN B NEAL CPA
ReturnHeader/ReturnTs02019-05-10T13:06:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$16,698,140
Liabilities
$6,809,707
Net assets
$9,888,433
Revenue
$43,081,272
Expenses
$40,773,738
Net income
$2,307,534
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.4$7.93$9.48$39.8$46.3$6.54
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.5$7.47$16.0$40.3$40.5$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.3$8.13$16.2$40.5$41.1$0.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.4$7.67$16.7$42.6$42.4$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$6.67$16.6$43.7$39.8$3.91
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.3$7.70$12.6$44.1$41.4$2.75
2018Detailed filing. Detailed filing data is available for this year.$16.7$6.81$9.89$43.1$40.8$2.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$6.47$7.58$41.8$41.5$0.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$7.86$6.67$39.8$40.6$0.80
2015Detailed filing. Detailed filing data is available for this year.$14.6$7.12$7.47$41.8$40.4$1.39