Civic Intelligence

Angelwood Inc

EIN 59-3212078 • 501(c)3 • Jacksonville, FL

Profile

Proudly providing unparalleled services to children, adults and families living with disabilities.

9100 Regency Square Blvd NorthJacksonville, FL 32239

www.angelwoodjax.org

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.50x

Higher debt load relative to assets than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.47x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

18th percentile

-14%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

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.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

16th percentile

-11%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

5.6%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$3,512,770

Down $421,168 (-11%) from 2023

Liabilities

Up

$1,742,165

Up $108,777 (+6.7%) from 2023

Net Assets

Down

$1,770,605

Down $529,945 (-23%) from 2023

Revenue

Up

$3,731,075

Up $197,438 (+5.6%) from 2023

Expenses

Down

$4,258,457

Down $135,297 (-3.1%) from 2023

Net Income

Up

-$527,382

Up $332,735 (+39%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,315,222Liabilities 2011: $394,212Net Assets 2011: $921,0102011Assets 2012: $1,319,620Liabilities 2012: $347,883Net Assets 2012: $971,7372012Assets 2013: $1,882,890Liabilities 2013: $845,738Net Assets 2013: $1,037,1522013Assets 2014: $2,151,517Liabilities 2014: $1,051,312Net Assets 2014: $1,100,2052014Assets 2015: $2,254,636Liabilities 2015: $1,056,089Net Assets 2015: $1,198,5472015Assets 2016: $2,403,549Liabilities 2016: $991,336Net Assets 2016: $1,412,2132016Assets 2017: $2,437,338Liabilities 2017: $934,357Net Assets 2017: $1,502,9812017Assets 2018: $2,303,385Liabilities 2018: $846,568Net Assets 2018: $1,456,8172018Assets 2019: $2,442,099Liabilities 2019: $835,911Net Assets 2019: $1,606,1882019Assets 2020: $3,042,513Liabilities 2020: $895,728Net Assets 2020: $2,146,7852020Assets 2021: $4,395,313Liabilities 2021: $1,803,466Net Assets 2021: $2,591,8472021Assets 2022: $4,773,767Liabilities 2022: $1,619,312Net Assets 2022: $3,154,4552022Assets 2023: $3,933,938Liabilities 2023: $1,633,388Net Assets 2023: $2,300,5502023Assets 2024: $3,512,770Liabilities 2024: $1,742,165Net Assets 2024: $1,770,6052024

Highlighted filing

2024

Assets$3,512,770
Liabilities$1,742,165
Net Assets$1,770,605

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,462,2602011Revenue 2012: $2,506,309Expenses 2012: $2,444,031Net Income 2012: $62,2782012Expenses 2013: $2,562,0172013Revenue 2014: $2,924,975Expenses 2014: $2,859,121Net Income 2014: $65,8542014Revenue 2015: $3,182,074Expenses 2015: $3,083,188Net Income 2015: $98,8862015Revenue 2016: $3,416,198Expenses 2016: $3,188,690Net Income 2016: $227,5082016Revenue 2017: $3,334,149Expenses 2017: $3,244,086Net Income 2017: $90,0632017Revenue 2018: $3,211,359Expenses 2018: $3,258,226Net Income 2018: -$46,8672018Revenue 2019: $3,513,759Expenses 2019: $3,364,388Net Income 2019: $149,3712019Revenue 2020: $4,004,472Expenses 2020: $3,530,724Net Income 2020: $473,7482020Revenue 2021: $3,903,184Expenses 2021: $3,458,122Net Income 2021: $445,0622021Revenue 2022: $4,389,523Expenses 2022: $3,999,916Net Income 2022: $389,6072022Revenue 2023: $3,533,637Expenses 2023: $4,393,754Net Income 2023: -$860,1172023Revenue 2024: $3,731,075Expenses 2024: $4,258,457Net Income 2024: -$527,3822024

Highlighted filing

2024

Revenue$3,731,075
Expenses$4,258,457
Net Income-$527,382

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.51$1.74$1.77$3.73$4.26$0.53
2023Summary only. Only limited summary data is available for this year.$3.93$1.63$2.30$3.53$4.39$0.86
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.77$1.62$3.15$4.39$4.00$0.39
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.40$1.80$2.59$3.90$3.46$0.45
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.90$2.15$4.00$3.53$0.47
2019Summary only. Only limited summary data is available for this year.$2.44$0.84$1.61$3.51$3.36$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.85$1.46$3.21$3.26$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.93$1.50$3.33$3.24$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.99$1.41$3.42$3.19$0.23
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$1.06$1.20$3.18$3.08$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.15$1.05$1.10$2.92$2.86$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.85$1.04$2.56
2012Summary only. Only limited summary data is available for this year.$1.32$0.35$0.97$2.51$2.44$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.39$0.92$2.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 15, 2025
Return Version
2023v6.0
Gross Receipts
$4,011,324
Mission and Program Overview

Mission

Angelwood achieved its primary purpose by providing six (6) group homes for full-time residents, respite (temporary) for children and adults, and other services to people with developmental disabilities.

Proudly providing unparalleled services to children, adults and families living with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,651,304$2,635,350▼ $15,954
Cash and Non-Interest-Bearing Accounts$634,261$261,305▼ $372,956
Accounts Receivable$264,452$257,881▼ $6,571
Intangible Assets$72,361$80,433▲ $8,072
Prepaid Expenses and Deferred Charges$57,854$43,866▼ $13,988
Investments in Publicly Traded Securities$313$456▲ $143
Total Assets$3,933,938$3,512,770▼ $421,168
Other Assets Total$253,393$233,479▼ $19,914
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,327,330$1,273,592▼ $53,738
Other Liabilities$203,699$319,751▲ $116,052
Accounts Payable and Accrued Expenses$66,895$133,572▲ $66,677
Escrow Account Liability$35,464$15,250▼ $20,214
Total Liabilities$1,633,388$1,742,165▲ $108,777
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,193,403$1,663,458▼ $529,945
Net Assets With Donor Restrictions$107,147$107,147→ $0
Total Net Assets Fund Balance$2,300,550$1,770,605▼ $529,945
Total Liabilities and Net Assets / Fund Balance$3,933,938$3,512,770▼ $421,168

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,862,162$752,672$2,614,834
Equipment$322,615$299,425$622,040
Land$450,573-$450,573
Other Assets Org$15,250--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$61,174-▲ $17,272-$77,911
2019$52,021$5,000▲ $4,565-$61,174
Compensation and Service Providers

Board Members and Trustees

NameTitle
David EmanuelPresident
Bill WendellDirector
Bill WilsonDirector
Bob BrighamDirector
John H RutherfordDirector
Kimberly WheelerDirector
Odette StruysDirector
Rob LoverichDirector
Sharon DoweDirector
Stephen RamseyDirector
Meg RoseDirector / T
Brian KellyDirector Eme
Nadine GramlingDirector Eme
Robert WillisDirector Eme
Diane TuttleCEO
James MainwaringTreasurer
Robin WahbyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,042,780
Program Service Revenue
$2,838,291
Investment Income
$0
Other Revenue
$-149,996
All Other Contributions
$490,023
Change in Net Assets
$-527,382

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
Other Non Cash Contri Table1$27,450
Total Noncash Contributions1$27,450

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,731,075
Total Revenue per Audited Statements
$3,731,075
Total Revenue per Form 990
$3,731,075
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,313,051
Other Expenses$945,406
Total Fundraising Expense$245,190
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,427,280$238,428$189,903$2,855,611
Occupancy$286,928$32,209$3,396$322,533
Other Employee Benefits$211,737$15,916$17,073$244,726
Payroll Taxes$179,951$17,554$15,209$212,714
Depreciation Depletion$125,728--$125,728
Travel$72,558$1,089$2,085$75,732
Interest$39,149$24,601-$63,750
Other Expenses$5,451$7,544$11,531$24,526
Office Expenses$10,646$3,946$3,493$18,085
All Other Expenses$3,015$75-$3,090
Total Functional Expenses$3,658,900$354,367$245,190$4,258,457

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,258,457
Total Expenses per Audited Statements$4,258,457
Total Expenses per Form 990$4,258,457
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$280,249
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$465,001-$280,249-
Clay Shoot$87,756---
Total Events$552,757-$280,249$-280,249
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Payable 2$190,665
Lease Payable$129,086
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The treasurer, chief executive officer and finance director review form 990 prior to being presented to board of directors for approval.

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

The executive committee reviews the ceo's compensation annually then makes a recommendation to the board of directors for approval.

Form 990, Page 6, Part VI, Line 19

AVAILABLE BY REQUEST

Filing and Contact Details

Filer

Filer Name
Angelwood Inc
EIN
59-3212078
Phone
9042887259
Address
9100 REGENCY SQUARE BLVD NORTH, JACKSONVILLE, FL 32239

Signing Officer

Name
James Mainwaring
Title
Treasurer
Phone
9042887259
Signed
2025-08-15

Organization Details

Principal Officer
David Emanuel
Formed
1993
Legal Domicile
Fl
Voting Board Members
16
Independent Board Members
16
Employees
125

Preparer

Firm
The Forde Firm Inc
Address
4685 SUNBEAM RD SUITE 203, JACKSONVILLE, FL 32257-6109
Preparer
David Forde
Phone
9047255832
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

The number of volunteers has risen during the last fiscal year. However, it has not yet returned to pre-pandemic levels. We have been able to partner with special olympics and other civic organizations and schools for special projects. Those who volunteer typically provide help with programs, fundraising and group work days for periodic maintenance and yard work. Total hours volunteered (oct. 2022-sept. 2023): 3151

Form 990, Page 2, Part III, Line 4A

The angelwood group homes continued to care for the individuals living in our 5 group homes 24 hours/day, 365 days/year. The people we serve are more medically vulnerable than the general public. Our group homes are more than a place to live. We help individuals living there to become part of the community by participating in activities in the city and accessing services as needed. Each person living in the home, works on daily living skills to help them gain greater independence angelwood's commitment to advocacy is ongoing as we speak with families to help them connect with services for their loved one. There are 2 areas where we specifically help families. The first was our assisting with the set up of pre-need funeral plans. We did this through a partnership with a local funeral company. The other area was assisting people with their money management. We are the representative payee for approximately 30 people. We pay their bills and guide them as they access their funds for personal needs. In some cases, we support families in their quest to set up a pooled trust through a partnership with a legal firm and trust. Enrollment in the angelwood career development & education center programs began to rise this last year so that we are close our to pre-pandemic census. In 2022 angelwood launched a developmental basketball team in partnership with special olympics and a local volunteer who was a former college basketball player. This group learned new skills that support eye hand coordination, gross motor skills, teamwork and healthy exercise. The bells of angelwood is a performing musical ensemble that offers participants opportunities to learn valuable skills such as eye hand coordination, following directions and listening to other ensemble members. It also gives people who are often disregarded in our community an opportunity to highlight what they are able to do rather than what they cannot do. They experience the joy of performance and the ability to help others experience some of that joy. The group begun performs publicly with most recent offerings at the corporate headquarters of a large company, brooks rehab and their angelwood peers. The angelwood behavior department provides positive behavior strategies and training to help individuals minimize behaviors that cause problems for themselves or others in their lives. Behaviorists are available to train family members or angelwood employees to reach the best results. This service was also effected due to the pandemic. Approximately 30 individuals received behavior services this last year. Recently, angelwood has trainers to teach first aid/cpr and professional crisis management (pcm). Our initial goal was to be able to train our own employees in a cost-effective way. What we also learned is that we have the capacity to assist other organizations in our city with this required training. The impact that angelwood has in the community reaches beyond the specific individuals directly receiving services. As our mission states, we are available to support, not only the children and adults who are physically present with us for services but their families who love them.

Form 990, Part XI, Line 9

DISPOSAL OF ASSETS 0

Financial Statement Notes

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

Angelwood maintains bank accounts for the clients who receive social security/pension funds. These bank accounts, while managed by angelwood, still belong to the clients.

Schedule D, Page 2, Part V, Line 4

The organization's assets are held in an endowment fund at the community foundation of northeast florida in an agency fund for the benefit of angelwood, inc. To support the organization's programs in perpetuity.

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IRS990/ActivityOrMissionDesc0PROUDLY PROVIDING UNPARALLELED SERVICES TO CHILDREN, ADULTS AND FAMILIES LIVING WITH DISABILITIES.
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IRS990/Desc0THE ANGELWOOD GROUP HOMES CONTINUED TO CARE FOR THE INDIVIDUALS LIVING IN OUR 5 GROUP HOMES 24 HOURS/DAY, 365 DAYS/YEAR. THE PEOPLE WE SERVE ARE MORE MEDICALLY VULNERABLE THAN THE GENERAL PUBLIC. OUR GROUP HOMES ARE MORE THAN A PLACE TO LIVE. WE HELP INDIVIDUALS LIVING THERE TO BECOME PART OF THE COMMUNITY BY PARTICIPATING IN ACTIVITIES IN THE CITY AND ACCESSING SERVICES AS NEEDED. EACH PERSON LIVING IN THE HOME, WORKS ON DAILY LIVING SKILLS TO HELP THEM GAIN GREATER INDEPENDENCE ANGELWOOD'S COMMITMENT TO ADVOCACY IS ONGOING AS WE SPEAK WITH FAMILIES TO HELP THEM CONNECT WITH SERVICES FOR THEIR LOVED ONE. THERE ARE 2 AREAS WHERE WE SPECIFICALLY HELP FAMILIES. THE FIRST WAS OUR ASSISTING WITH THE SET UP OF PRE-NEED FUNERAL PLANS. WE DID THIS THROUGH A PARTNERSHIP WITH A LOCAL FUNERAL COMPANY. THE OTHER AREA WAS ASSISTING PEOPLE WITH THEIR MONEY MANAGEMENT. WE ARE THE REPRESENTATIVE PAYEE FOR APPROXIMATELY 30 PEOPLE. WE PAY THEIR BILLS AND GUIDE THEM AS THEY ACCESS THEIR FUNDS FOR PERSONAL NEEDS. IN SOME CASES, WE SUPPORT FAMILIES IN THEIR QUEST TO SET UP A POOLED TRUST THROUGH A PARTNERSHIP WITH A LEGAL FIRM AND TRUST. ENROLLMENT IN THE ANGELWOOD CAREER DEVELOPMENT & EDUCATION CENTER PROGRAMS BEGAN TO RISE THIS LAST YEAR SO THAT WE ARE CLOSE OUR TO PRE-PANDEMIC CENSUS. IN 2022 ANGELWOOD LAUNCHED A DEVELOPMENTAL BASKETBALL TEAM IN PARTNERSHIP WITH SPECIAL OLYMPICS AND A LOCAL VOLUNTEER WHO WAS A FORMER COLLEGE BASKETBALL PLAYER. THIS GROUP LEARNED NEW SKILLS THAT SUPPORT EYE HAND COORDINATION, GROSS MOTOR SKILLS, TEAMWORK AND HEALTHY EXERCISE. THE BELLS OF ANGELWOOD IS A PERFORMING MUSICAL ENSEMBLE THAT OFFERS PARTICIPANTS OPPORTUNITIES TO LEARN VALUABLE SKILLS SUCH AS EYE HAND COORDINATION, FOLLOWING DIRECTIONS AND LISTENING TO OTHER ENSEMBLE MEMBERS. IT ALSO GIVES PEOPLE WHO ARE OFTEN DISREGARDED IN OUR COMMUNITY AN OPPORTUNITY TO HIGHLIGHT WHAT THEY ARE ABLE TO DO RATHER THAN WHAT THEY CANNOT DO. THEY EXPERIENCE THE JOY OF PERFORMANCE AND THE ABILITY TO HELP OTHERS EXPERIENCE SOME OF THAT JOY. THE GROUP BEGUN PERFORMS PUBLICLY WITH MOST RECENT OFFERINGS AT THE CORPORATE HEADQUARTERS OF A LARGE COMPANY, BROOKS REHAB AND THEIR ANGELWOOD PEERS. THE ANGELWOOD BEHAVIOR DEPARTMENT PROVIDES POSITIVE BEHAVIOR STRATEGIES AND TRAINING TO HELP INDIVIDUALS MINIMIZE BEHAVIORS THAT CAUSE PROBLEMS FOR THEMSELVES OR OTHERS IN THEIR LIVES. BEHAVIORISTS ARE AVAILABLE TO TRAIN FAMILY MEMBERS OR ANGELWOOD EMPLOYEES TO REACH THE BEST RESULTS. THIS SERVICE WAS ALSO EFFECTED DUE TO THE PANDEMIC. APPROXIMATELY 30 INDIVIDUALS RECEIVED BEHAVIOR SERVICES THIS LAST YEAR. RECENTLY, ANGELWOOD HAS TRAINERS TO TEACH FIRST AID/CPR AND PROFESSIONAL CRISIS MANAGEMENT (PCM). OUR INITIAL GOAL WAS TO BE ABLE TO TRAIN OUR OWN EMPLOYEES IN A COST-EFFECTIVE WAY. WHAT WE ALSO LEARNED IS THAT WE HAVE THE CAPACITY TO ASSIST OTHER ORGANIZATIONS IN OUR CITY WITH THIS REQUIRED TRAINING. THE IMPACT THAT ANGELWOOD HAS IN THE COMMUNITY REACHES BEYOND THE SPECIFIC INDIVIDUALS DIRECTLY RECEIVING SERVICES. AS OUR MISSION STATES, WE ARE AVAILABLE TO SUPPORT, NOT ONLY THE CHILDREN AND ADULTS WHO ARE PHYSICALLY PRESENT WITH US FOR SERVICES BUT THEIR FAMILIES WHO LOVE THEM.
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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR / T
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IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR EME
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LEASE ASSET
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CASH SURRENDER VALUE LIFE INSURANCE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2CLIENT ESCROW ACCOUNTS
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE PAYABLE 2
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LEASE PAYABLE
IRS990ScheduleD/RevenueSubtotalAmt03731075
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ANGELWOOD MAINTAINS BANK ACCOUNTS FOR THE CLIENTS WHO RECEIVE SOCIAL SECURITY/PENSION FUNDS. THESE BANK ACCOUNTS, WHILE MANAGED BY ANGELWOOD, STILL BELONG TO THE CLIENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S ASSETS ARE HELD IN AN ENDOWMENT FUND AT THE COMMUNITY FOUNDATION OF NORTHEAST FLORIDA IN AN AGENCY FUND FOR THE BENEFIT OF ANGELWOOD, INC. TO SUPPORT THE ORGANIZATION'S PROGRAMS IN PERPETUITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02635350
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0233479

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