Civic Intelligence

Advocare Trust Inc

EIN 59-2899104 • 501(c)3 • Clearwater, FL

Profile

To provide life long guardianship and advocacy services to individuals with developmental disabilities.

1501 North Belcher Rd 219Clearwater, FL 33765

www.advocaretrust.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

20th percentile

0.01x

Higher debt load relative to assets than 20% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

41st percentile

0.10x

Higher debt load relative to revenue than 41% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$115,692

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

54th percentile

5.3%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

77%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$7,720,297

Up $386,333 (+5.3%) from 2023

Liabilities

Down

$78,119

Down $41,933 (-35%) from 2023

Net Assets

Up

$7,642,178

Up $428,266 (+5.9%) from 2023

Operations
Liabilities / Revenue41st percentileNet Margin89th percentile

Revenue

Up

$767,174

Up $334,437 (+77%) from 2023

Expenses

Down

$380,840

Down $15,210 (-3.8%) from 2023

Net Income

Up

$386,334

Up $349,647 (+953%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,391,537Liabilities 2011: $471,580Net Assets 2011: $3,919,9572011Assets 2012: $4,512,217Liabilities 2012: $324,545Net Assets 2012: $4,187,6722012Assets 2013: $4,982,613Liabilities 2013: $305,664Net Assets 2013: $4,676,9492013Assets 2014: $5,203,553Liabilities 2014: $380,325Net Assets 2014: $4,823,2282014Assets 2015: $5,314,800Liabilities 2015: $329,921Net Assets 2015: $4,984,8792015Assets 2016: $5,472,121Liabilities 2016: $279,702Net Assets 2016: $5,192,4192016Assets 2017: $5,740,108Liabilities 2017: $304,208Net Assets 2017: $5,435,9002017Assets 2018: $5,843,658Liabilities 2018: $284,260Net Assets 2018: $5,559,3982018Assets 2019: $5,963,145Liabilities 2019: $231,813Net Assets 2019: $5,731,3322019Assets 2020: $6,086,187Liabilities 2020: $201,810Net Assets 2020: $5,884,3772020Assets 2021: $6,941,966Liabilities 2021: $152,676Net Assets 2021: $6,789,2902021Assets 2022: $7,214,485Liabilities 2022: $134,419Net Assets 2022: $7,080,0662022Assets 2023: $7,333,964Liabilities 2023: $120,052Net Assets 2023: $7,213,9122023Assets 2024: $7,720,297Liabilities 2024: $78,119Net Assets 2024: $7,642,1782024

Highlighted filing

2024

Assets$7,720,297
Liabilities$78,119
Net Assets$7,642,178
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Expenses 2011: $247,5282011Expenses 2012: $226,4942012Revenue 2013: $530,338Expenses 2013: $239,599Net Income 2013: $290,7392013Revenue 2014: $366,269Expenses 2014: $247,329Net Income 2014: $118,9402014Revenue 2015: $297,965Expenses 2015: $266,278Net Income 2015: $31,6872015Revenue 2016: $322,744Expenses 2016: $277,559Net Income 2016: $45,1852016Revenue 2017: $382,047Expenses 2017: $281,404Net Income 2017: $100,6432017Revenue 2018: $409,042Expenses 2018: $306,491Net Income 2018: $102,5512018Revenue 2019: $381,669Expenses 2019: $353,082Net Income 2019: $28,5872019Revenue 2020: $402,237Expenses 2020: $349,423Net Income 2020: $52,8142020Revenue 2021: $1,214,101Expenses 2021: $365,031Net Income 2021: $849,0702021Revenue 2022: $558,076Expenses 2022: $364,556Net Income 2022: $193,5202022Revenue 2023: $432,737Expenses 2023: $396,050Net Income 2023: $36,6872023Revenue 2024: $767,174Expenses 2024: $380,840Net Income 2024: $386,3342024

Highlighted filing

2024

Revenue$767,174
Expenses$380,840
Net Income$386,334
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,720,297
Liabilities
$78,119
Net assets
$7,642,178
Revenue
$767,174
Expenses
$380,840
Net income
$386,334
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.72$0.08$7.64$0.77$0.38$0.39
2023Summary only. Only limited summary data is available for this year.$7.33$0.12$7.21$0.43$0.40$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.21$0.13$7.08$0.56$0.36$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.94$0.15$6.79$1.21$0.37$0.85
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$0.20$5.88$0.40$0.35$0.05
2019Summary only. Only limited summary data is available for this year.$5.96$0.23$5.73$0.38$0.35$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.84$0.28$5.56$0.41$0.31$0.10
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.74$0.30$5.44$0.38$0.28$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$0.28$5.19$0.32$0.28$0.05
2015Detailed filing. Detailed filing data is available for this year.$5.31$0.33$4.98$0.30$0.27$0.03
2014Detailed filing. Detailed filing data is available for this year.$5.20$0.38$4.82$0.37$0.25$0.12
2013Detailed filing. Detailed filing data is available for this year.$4.98$0.31$4.68$0.53$0.24$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.51$0.32$4.19$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.39$0.47$3.92$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 4, 2025
Return Version
2024v5.2
Gross Receipts
$2,291,491
Mission and Program Overview

Mission

To provide life long guardianship and advocacy services to individuals with developmental disabilities.

To provide lifelong guardianship and advocacy services to individuals with developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,174,758$7,561,676▲ $386,918
Cash and Non-Interest-Bearing Accounts$64,574$105,922▲ $41,348
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$7,333,964$7,720,297▲ $386,333
Other Assets Total$94,632$52,699▼ $41,933
Liabilities
Other Liabilities$120,052$78,119▼ $41,933
Total Liabilities$120,052$78,119▼ $41,933
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,781,949$5,190,321▲ $408,372
Net Assets With Donor Restrictions$2,431,963$2,451,857▲ $19,894
Total Net Assets Fund Balance$7,213,912$7,642,178▲ $428,266
Total Liabilities and Net Assets / Fund Balance$7,333,964$7,720,297▲ $386,333

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$5,793$5,793

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$403,304-▲ $22,242-$425,546
2023$416,711-▼ $13,407-$403,304
2022$427,000-▼ $10,289-$416,711
2021$356,360-▲ $70,640-$427,000
2020$359,688-▼ $3,328-$356,360
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susanna W SchramekExecutive DirectorFT$111,731$3,961$115,692

Board Members and Trustees

NameTitle
Cynthia CaldwellPast President
Nancy SimmonsPresident
Beth LangleyDirector
Charles GambleDirector
Dr Scarlett KinleyDirector
Kiersten FinchumDirector
Linda CulhaneDirector
Melody FigurskiDirector
Steven HitchcockDirector
Paul A GelepSecretary
Nancy RidenourTreasurer
Greg StockVP of Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$349,911
Program Service Revenue
$8,265
Investment Income
$390,881
Other Revenue
$18,117
All Other Contributions
$349,911
Change in Net Assets
$386,334

Audited Revenue Reconciliation

Revenue per Audited Statements
$767,174
Revenue Not Reported on Form 990
$41,932
Total Revenue per Audited Statements
$809,106
Total Revenue per Form 990
$767,174
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$297,129
Other Expenses$83,711
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$98,975$24,744-$123,719
Current Officers, Directors, Trustees, and Key Employees$89,385$22,346-$111,731
Payroll Taxes$32,128$8,032-$40,160
Fees for Service Investment Mgmnt Fees$30,808$7,702-$38,510
Office Expenses$19,858$4,964-$24,822
Other Employee Benefits$17,215$4,304-$21,519
Fees for Services Accounting-$9,800-$9,800
Occupancy$3,840$960-$4,800
Insurance$1,654$414-$2,068
Other Expenses$190$47-$237
Total Functional Expenses$296,832$84,008$0$380,840

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$380,840
Total Expenses per Audited Statements$380,840
Total Expenses per Form 990$380,840
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Enrollments$52,639
Deferred Bequests$25,480
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
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

“The Organization has members.”

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

“The members elect the governing body.”

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

“The decision to elect a director to the Board is subject to memberapproval.”

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

“The 990 is reviewed by the Treasurer and presented to the Board. The 990is then signed by the Board President and filed.”

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

“The conflict of interest policy is updated annually by our directors.”

Form 990, Part VI, Section B, Line 15A

“A review of salaries of the executive director was presented to theexecutive committee. It was reviewed and approved.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Advocare Trust Inc
EIN
59-2899104
Phone
7277913972
Address
1501 North Belcher Rd 219, Clearwater, FL 33765

Signing Officer

Name
Nancy Simmons
Title
President
Signed
2025-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Simmons
Formed
1988
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
12
Employees
5
Volunteers
15

Preparer

Firm
Barton Gonzalez & Myers Pa
Address
13137 66TH ST, LARGO, FL 33773
Preparer
Sergio Gonzalez
Phone
7273441040
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in enrollments = $41932”

Financial Statement Notes

Part X : FIN48 Footnote

“Federal Income Taxes - No provision for income tax expense has been made in the accompanying financial statements since the Organization is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. In addition, the Organization is not a private foundation within the meaning of Section 509(a) of the Internal Revenue Code. The Internal Revenue Code provides for taxation of unrelated business income under certain circumstances. The Organization reports no unrelated business taxable income; however, such status is subject to final determination upon examination of the related tax returns by the appropriate taxing authorities. The Organization adopted the provisions of the FASB ASC 740, Income Taxes. ASC 740 clarifies the accounting for income taxes by prescribing the minimum recognition threshold a tax position is required to meet before being recognized in the financial statements. ASC 740 provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, disclosure, and transition. The Organization determined that during the years ended December 31, 2024 and 2023, ASC 740 did not have a material impact on its financial position, activities or cash flows.The Organizations Form 990, Return of Organization Exempt from Income Tax, are subject to examination by the IRS, generally for three years after they were filed.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Current year enrollments $41932”

Raw XML AppendixShowing 400 of 528 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.

Path#Value
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IRS990/AdvertisingGrp/TotalAmt00
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IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Susanna Schramek
IRS990/BooksInCareOfDetail/PhoneNum07277913972
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01501 N Belcher RD Ste 219
IRS990/BooksInCareOfDetail/USAddress/CityNm0Clearwater
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0337651339
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IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
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IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt022346
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt089385
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0111731
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IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The organization provides advocacy services for handicapped individualsto ensure that they maintain quality of life in the absence of primarycaregivers.
IRS990/DescribedInSection501c3Ind0true
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IRS990/Form990PartVIISectionAGrp/PersonNm0Susanna W Schramek
IRS990/Form990PartVIISectionAGrp/PersonNm1Steven Hitchcock
IRS990/Form990PartVIISectionAGrp/PersonNm2Linda Culhane
IRS990/Form990PartVIISectionAGrp/PersonNm3Greg Stock
IRS990/Form990PartVIISectionAGrp/PersonNm4Nancy Ridenour
IRS990/Form990PartVIISectionAGrp/PersonNm5Paul A Gelep
IRS990/Form990PartVIISectionAGrp/PersonNm6Charles Gamble
IRS990/Form990PartVIISectionAGrp/PersonNm7Kiersten Finchum
IRS990/Form990PartVIISectionAGrp/PersonNm8Melody Figurski
IRS990/Form990PartVIISectionAGrp/PersonNm9Cynthia Caldwell
IRS990/Form990PartVIISectionAGrp/PersonNm10Beth Langley
IRS990/Form990PartVIISectionAGrp/PersonNm11Dr Scarlett Kinley
IRS990/Form990PartVIISectionAGrp/PersonNm12Nancy Simmons
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