Civic Intelligence

Katie Caples Foundation Inc.

990 • Fiscal year 2018 • EIN 59-3580838

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 05, 2019

910 S 8th Street Ste 101Fernandina Beach, FL 32034

(904) 491-0811

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

73rd percentile

0.03x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

62nd percentile

9.0%

Faster asset growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

20th percentile

-26%

Faster revenue growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$429,751

Up $35,441 (+9.0%) from 2017

Net Assets

Up

$427,330

Up $36,944 (+9.5%) from 2017

Liabilities

Down

$2,421

Down $1,503 (-38%) from 2017

Revenue

Down

$79,716

Down $27,313 (-26%) from 2017

Expenses

Down

$43,575

Down $53,208 (-55%) from 2017

Net Income

Up

$36,141

Up $25,895 (+253%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $332,972Liabilities 2010: $02010Assets 2011: $417,214Liabilities 2011: $11,854Net Assets 2011: $405,3602011Assets 2012: $487,482Liabilities 2012: $17,015Net Assets 2012: $470,4672012Assets 2013: $539,235Liabilities 2013: $8,064Net Assets 2013: $531,1712013Assets 2014: $661,727Liabilities 2014: $5,211Net Assets 2014: $656,5162014Assets 2015: $525,495Liabilities 2015: $22,612Net Assets 2015: $502,8832015Assets 2016: $379,093Liabilities 2016: $7,891Net Assets 2016: $371,2022016Assets 2017: $394,310Liabilities 2017: $3,924Net Assets 2017: $390,3862017Assets 2018: $429,751Liabilities 2018: $2,421Net Assets 2018: $427,3302018Assets 2019: $489,197Liabilities 2019: $1,256Net Assets 2019: $487,9412019Assets 2020: $462,475Liabilities 2020: $6,973Net Assets 2020: $455,5022020Assets 2021: $471,676Liabilities 2021: $5,094Net Assets 2021: $466,5822021Assets 2022: $525,744Liabilities 2022: $5,094Net Assets 2022: $520,6502022Assets 2023: $534,043Liabilities 2023: $0Net Assets 2023: $534,0432023Assets 2024: $490,683Liabilities 2024: $0Net Assets 2024: $490,6832024

Highlighted filing

2018

Assets$429,751
Liabilities$2,421
Net Assets$427,330

Operations Trend

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

$400K$200K$0-$200KRevenue 2010: $97,434Expenses 2010: $69,189Net Income 2010: $28,2452010Revenue 2011: $251,747Expenses 2011: $208,427Net Income 2011: $43,3202011Revenue 2012: $319,151Expenses 2012: $254,044Net Income 2012: $65,1072012Revenue 2013: $366,308Expenses 2013: $288,236Net Income 2013: $78,0722013Revenue 2014: $154,292Expenses 2014: $83,032Net Income 2014: $71,2602014Revenue 2015: $303,301Expenses 2015: $383,964Net Income 2015: -$80,6632015Revenue 2016: $166,778Expenses 2016: $281,989Net Income 2016: -$115,2112016Revenue 2017: $107,029Expenses 2017: $96,783Net Income 2017: $10,2462017Revenue 2018: $79,716Expenses 2018: $43,575Net Income 2018: $36,1412018Revenue 2019: $94,261Expenses 2019: $22,922Net Income 2019: $71,3392019Revenue 2020: $35,269Expenses 2020: $47,879Net Income 2020: -$12,6102020Revenue 2021: $40,402Expenses 2021: $68,779Net Income 2021: -$28,3772021Revenue 2022: $34,305Expenses 2022: $41,249Net Income 2022: -$6,9442022Revenue 2023: $28,802Expenses 2023: $15,409Net Income 2023: $13,3932023Revenue 2024: $78,624Expenses 2024: $13,830Net Income 2024: $64,7942024

Highlighted filing

2018

Revenue$79,716
Expenses$43,575
Net Income$36,141
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 5, 2019
Return Version
2017v2.3
Gross Receipts
$228,649
Mission and Program Overview

Mission

The katie caples foundation is committed to increasing the number of registered organ donors and eliminating the wait for those on the national transplant waiting list. The foundation pursues achievement of this mission through organ donor registration awareness and educational presentations, which inform and encourage audiences to register to become an organ donor. Partnerships with regional and national healthcare facilities, universities, and nonprofit organizations have allowed the foundation to expand its awareness raising campaigns and organ donor educational programming resulting in a significant increase in the number of registered organ donors in the areas the foundation serves. Additionally, the foundation awards academic scholarships to deserving young people in the north florida region. These scholarships are funded through private donations and the katie invitational.

The katie caples foundation is dedicated to inspiring and motivating individuals to register as organ, tissue, and eye donors to save and heal more lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$257,291-
Investments in Publicly Traded Securities$140,594$151,810▲ $11,216
Cash and Non-Interest-Bearing Accounts$245,741$16,219▼ $229,522
Land, Buildings, and Equipment, Net$4,378$4,131▼ $247
Prepaid Expenses and Deferred Charges$2,017--
Total Assets$394,310$429,751▲ $35,441
Other Assets Total$1,580$300▼ $1,280
Liabilities
Other Liabilities$1,250$1,250→ $0
Accounts Payable and Accrued Expenses$2,674$1,171▼ $1,503
Total Liabilities$3,924$2,421▼ $1,503
Net Assets / Fund Balance
Unrestricted Net Assets$390,386$427,330▲ $36,944
Total Net Assets Fund Balance$390,386$427,330▲ $36,944
Total Liabilities and Net Assets / Fund Balance$394,310$429,751▲ $35,441

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,131$1,772$5,903
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ann C McgrathPresident
David CaplesDirector
Judy WaltersDirector
Susan CaplesDirector
Tiffany DeanDirector
Ashley R PrattSecretary
Tom OdenTreasurer
Amy ReeseVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$151,038
Program Service Revenue
$0
Investment Income
$11,619
Other Revenue
$-82,941
All Other Contributions
$30,668
Change in Net Assets
$36,141
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$17,005
Other Expenses$15,570
Grants and Similar Amounts Paid$11,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$12,575-$12,575
Grants to Domestic Individuals$11,000--$11,000
Advertising$3,879$840-$4,719
Payroll Taxes-$4,430-$4,430
Fees for Services Other-$2,890-$2,890
Information Technology-$1,576-$1,576
Occupancy-$1,200-$1,200
Fees for Services Accounting-$990-$990
Office Expenses$92$889-$981
Insurance$193$761-$954
Fees for Service Investment Mgmnt Fees$951--$951
Depreciation Depletion$247--$247
Other Expenses$221$150-$150
Travel$140--$140
All Other Expenses$8$10-$18
Interest-$10-$10
Total Functional Expenses$16,958$26,617$0$43,575
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$113,094
Fundraising Gross Income$24,129
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Katie Invitatio$12,112$12,112$2,535$9,577
Katie Ride for$132,387$12,017$83,930$-71,913
Total Events$144,499$24,129$113,094$-88,965
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reserve for Scholarships$1,250
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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 2

David j. Caples susan l. Caples husband and wife

Form 990, Page 6, Part VI, Line 9

Tom oden 1889 ocean village drive fernandina beach, fl 32034

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

Form 990 is reviewed by the president of the organization before filing.

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

Officers and directors are required to routinely disclose any conflicts of interest in writing at regularly conducted board meetings.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents and financial statements are made available upon request.

Filing and Contact Details

Filer

Filer Name
Katie Caples Foundation Inc
EIN
59-3580838
Phone
9044910811
Address
910 S 8TH STREET STE 101, FERNANDINA BEACH, FL 32034

Signing Officer

Name
Ann C Mcgrath
Title
President
Phone
9044910811
Signed
2019-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann C Mcgrath
Formed
1999
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
6
Employees
2
Volunteers
165

Preparer

Firm
Gunnchamberlain Pl
Address
4350 PABLO PROFESSIONAL CT STE 200, JACKSONVILLE, FL 32224-3224
Preparer
Sonny F Martin
Phone
9042962024
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The katie caples foundation is committed to increasing the number of registered organ donors and eliminating the wait for those on the national transplant waiting list. The foundation pursues achievement of this mission through organ donor registration awareness campaigns and educational presentations, which inform and encourage audiences to register to become an organ donor. Partnerships with regional and national healthcare facilities, universities, and nonprofit organizations have allowed the foundation to expand its awareness raising campaigns and organ donor educational programming resulting in a significant increase in the number of registered organ donors in the areas the foundation serves. Currently these numbers exceed the national rate by more than 15%. Additionally, the foundation awards academic scholarships to deserving young people in the north florida region. These scholarships are funded through private donations and the katie invitational.

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IRS990/MissionDesc0THE KATIE CAPLES FOUNDATION IS COMMITTED TO INCREASING THE NUMBER OF REGISTERED ORGAN DONORS AND ELIMINATING THE WAIT FOR THOSE ON THE NATIONAL TRANSPLANT WAITING LIST. THE FOUNDATION PURSUES ACHIEVEMENT OF THIS MISSION THROUGH ORGAN DONOR REGISTRATION AWARENESS CAMPAIGNS AND EDUCATIONAL PRESENTATIONS, WHICH INFORM AND ENCOURAGE AUDIENCES TO REGISTER TO BECOME AN ORGAN DONOR. PARTNERSHIPS WITH REGIONAL AND NATIONAL HEALTHCARE FACILITIES, UNIVERSITIES, AND NONPROFIT ORGANIZATIONS HAVE ALLOWED THE FOUNDATION TO EXPAND ITS AWARENESS RAISING CAMPAIGNS AND ORGAN DONOR EDUCATIONAL PROGRAMMING RESULTING IN A SIGNIFICANT INCREASE IN THE NUMBER OF REGISTERED ORGAN DONORS IN THE AREAS THE FOUNDATION SERVES. CURRENTLY THESE NUMBERS EXCEED THE NATIONAL RATE BY MORE THAN 15%. ADDITIONALLY, THE FOUNDATION AWARDS ACADEMIC SCHOLARSHIPS TO DESERVING YOUNG PEOPLE IN THE NORTH FLORIDA REGION. THESE SCHOLARSHIPS ARE FUNDED THROUGH PRIVATE DONATIONS AND THE KATIE INVITATIONAL.
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IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06024
IRS990/OtherRevenueTotalAmt06024
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012575
IRS990/OtherSalariesAndWagesGrp/TotalAmt012575
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04430
IRS990/PayrollTaxesGrp/TotalAmt04430
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02017
IRS990/PrincipalOfficerNm0ANN C MCGRATH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0240976
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04208
IRS990/PYOtherExpensesAmt047341
IRS990/PYOtherRevenueAmt0-138155
IRS990/PYRevenuesLessExpensesAmt010246
IRS990/PYSalariesCompEmpBnftPaidAmt049442
IRS990/PYTotalExpensesAmt096783
IRS990/PYTotalRevenueAmt0107029
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IRS990/ReconcilationRevenueExpnssAmt036141
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0257291
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0151038
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0240976
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0328603
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt088817
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0813259
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05729
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06049
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt012707
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012709
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09458
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt046652
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030153
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt015304
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038137
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0368104
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0362483
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0814181
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05729
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06049
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt012707
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012709
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09458
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt046652
IRS990ScheduleA/InvestmentIncomeCYPct00.03000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97210
IRS990ScheduleA/PublicSupportPY509Pct00.97670
IRS990ScheduleA/PublicSupportTotal509Amt01627440
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0181191
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0256280
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0366740
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0456921
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0366308
IRS990ScheduleA/Total509Grp/TotalAmt01627440
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0186920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0262329
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0379447
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0469630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0375766
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01674092
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt04131
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01772
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05903
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESERVE FOR SCHOLARSHIPS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04131
IRS990ScheduleD/TotalLiabilityAmt01250
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0120370
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0120370
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0113094
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt06464
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt06464
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0KATIE RIDE FOR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0KATIE INVITATIO
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02395
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0132387
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012112
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0144499
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012017
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012112
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024129
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-88965
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01183
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01183
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt086465
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt083930
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02535
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt016432
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0155
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt016587
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt011000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP PAYMENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE AMOUNT REPORTED IN PART III, COLUMN (B) IS THE THE SPECIFIC NUMBER OF SCHOLARSHIP ASSISTANCE RECIPIENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE KATIE CAPLES FOUNDATION IS COMMITTED TO INCREASING THE NUMBER OF REGISTERED ORGAN DONORS AND ELIMINATING THE WAIT FOR THOSE ON THE NATIONAL TRANSPLANT WAITING LIST. THE FOUNDATION PURSUES ACHIEVEMENT OF THIS MISSION THROUGH ORGAN DONOR REGISTRATION AWARENESS CAMPAIGNS AND EDUCATIONAL PRESENTATIONS, WHICH INFORM AND ENCOURAGE AUDIENCES TO REGISTER TO BECOME AN ORGAN DONOR. PARTNERSHIPS WITH REGIONAL AND NATIONAL HEALTHCARE FACILITIES, UNIVERSITIES, AND NONPROFIT ORGANIZATIONS HAVE ALLOWED THE FOUNDATION TO EXPAND ITS AWARENESS RAISING CAMPAIGNS AND ORGAN DONOR EDUCATIONAL PROGRAMMING RESULTING IN A SIGNIFICANT INCREASE IN THE NUMBER OF REGISTERED ORGAN DONORS IN THE AREAS THE FOUNDATION SERVES. CURRENTLY THESE NUMBERS EXCEED THE NATIONAL RATE BY MORE THAN 15%. ADDITIONALLY, THE FOUNDATION AWARDS ACADEMIC SCHOLARSHIPS TO DESERVING YOUNG PEOPLE IN THE NORTH FLORIDA REGION. THESE SCHOLARSHIPS ARE FUNDED THROUGH PRIVATE DONATIONS AND THE KATIE INVITATIONAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DAVID J. CAPLES SUSAN L. CAPLES HUSBAND AND WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TOM ODEN 1889 OCEAN VILLAGE DRIVE FERNANDINA BEACH, FL 32034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS REVIEWED BY THE PRESIDENT OF THE ORGANIZATION BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICERS AND DIRECTORS ARE REQUIRED TO ROUTINELY DISCLOSE ANY CONFLICTS OF INTEREST IN WRITING AT REGULARLY CONDUCTED BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0394310
IRS990/TotalAssetsEOYAmt0429751
IRS990/TotalAssetsGrp/BOYAmt0394310
IRS990/TotalAssetsGrp/EOYAmt0429751
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0151038
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026617
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt016958
IRS990/TotalFunctionalExpensesGrp/TotalAmt043575
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03924
IRS990/TotalLiabilitiesEOYAmt02421
IRS990/TotalLiabilitiesGrp/BOYAmt03924
IRS990/TotalLiabilitiesGrp/EOYAmt02421
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0390386
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0427330
IRS990/TotalProgramServiceExpensesAmt016958
IRS990/TotalRevenueGrp/ExclusionAmt011619
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06024
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt079716
IRS990/TotalVolunteersCnt0165
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0394310
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0429751
IRS990/TravelGrp/ProgramServicesAmt0140
IRS990/TravelGrp/TotalAmt0140
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0390386
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0427330
IRS990/UponRequestInd0X

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.79$0.14$0.65
2023Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.29$0.15$0.13
2022Detailed filing. Detailed filing data is available for this year.$5.26$0.05$5.21$0.34$0.41$0.07
2021Detailed filing. Detailed filing data is available for this year.$4.72$0.05$4.67$0.40$0.69$0.28
2020Detailed filing. Detailed filing data is available for this year.$4.62$0.07$4.56$0.35$0.48$0.13
2019Detailed filing. Detailed filing data is available for this year.$4.89$0.01$4.88$0.94$0.23$0.71
2018Detailed filing. Detailed filing data is available for this year.$4.30$0.02$4.27$0.80$0.44$0.36
2017Detailed filing. Detailed filing data is available for this year.$3.94$0.04$3.90$1.07$0.97$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.79$0.08$3.71$1.67$2.82$1.15
2015Summary only. Only limited summary data is available for this year.$5.25$0.23$5.03$3.03$3.84$0.81
2014Summary only. Only limited summary data is available for this year.$6.62$0.05$6.57$1.54$0.83$0.71
2013Summary only. Only limited summary data is available for this year.$5.39$0.08$5.31$3.66$2.88$0.78
2012Summary only. Only limited summary data is available for this year.$4.87$0.17$4.70$3.19$2.54$0.65
2011Summary only. Only limited summary data is available for this year.$4.17$0.12$4.05$2.52$2.08$0.43
2010Summary only. Only limited summary data is available for this year.$3.33$0.00$0.97$0.69$0.28