Civic Intelligence

St Augustine Lions Foundation Inc

990 • Fiscal year 2017 • EIN 59-3608461

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 26, 2017

235 Sr 207Saint Augustine, FL 32084

(904) 829-1753

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-68%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

14th percentile

-33%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-44%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$183,258

Down $92,289 (-33%) from 2016

Net Assets

Down

$183,258

Down $92,289 (-33%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$135,889

Down $107,426 (-44%) from 2016

Expenses

Up

$228,178

Up $101,653 (+80%) from 2016

Net Income

Down

-$92,289

Down $209,079 (-179%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $121,429Liabilities 2014: $0Net Assets 2014: $121,4292014Assets 2015: $158,757Liabilities 2015: $0Net Assets 2015: $158,7572015Assets 2016: $275,547Liabilities 2016: $0Net Assets 2016: $275,5472016Assets 2017: $183,258Liabilities 2017: $0Net Assets 2017: $183,2582017Assets 2018: $187,032Liabilities 2018: $0Net Assets 2018: $187,0322018Assets 2019: $225,455Liabilities 2019: $0Net Assets 2019: $225,4552019Assets 2020: $81,365Liabilities 2020: $2,253Net Assets 2020: $79,1122020Assets 2021: $38,469Liabilities 2021: $2,811Net Assets 2021: $35,6582021

Highlighted filing

2017

Assets$183,258
Liabilities$0
Net Assets$183,258

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2014: $124,310Expenses 2014: $68,616Net Income 2014: $55,6942014Revenue 2015: $123,761Expenses 2015: $86,433Net Income 2015: $37,3282015Revenue 2016: $243,315Expenses 2016: $126,525Net Income 2016: $116,7902016Revenue 2017: $135,889Expenses 2017: $228,178Net Income 2017: -$92,2892017Revenue 2018: $108,802Expenses 2018: $105,028Net Income 2018: $3,7742018Revenue 2019: $137,801Expenses 2019: $99,378Net Income 2019: $38,4232019Revenue 2020: -$15,621Expenses 2020: $130,722Net Income 2020: -$146,3432020Revenue 2021: $1,267Expenses 2021: $44,721Net Income 2021: -$43,4542021

Highlighted filing

2017

Revenue$135,889
Expenses$228,178
Net Income-$92,289
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 26, 2017
Return Version
2016v3.0
Gross Receipts
$218,419
Mission and Program Overview

Mission

To solicit, collect, and otherwise raise money to fund the organizations charitable and educational services to the local community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$238,742$147,533▼ $91,209
Other Notes and Loans Receivable, Net$36,805$16,340▼ $20,465
Cash and Non-Interest-Bearing Accounts-$1,185-
Total Assets$275,547$183,258▼ $92,289
Other Assets Total-$18,200-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$275,547$183,258▼ $92,289
Total Net Assets Fund Balance$275,547$183,258▼ $92,289
Total Liabilities and Net Assets / Fund Balance$275,547$183,258▼ $92,289

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$18,200--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ron CovatoMembership Chair
Wayne MancilPast President
Jim HawkinsPresident
Scott a Remley2nd Vice President
John Dickie IvVice President
John FreemannDirector
Judith DeckerDirector
Neal SmithDirector
Sammie DecknickDirector
Antonette CovatoLion Tamer
William MearesSecretary
Dominic Mercurio IiiTail Twister
Larry DillahayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$26,455
Program Service Revenue
$0
Investment Income
$93
Other Revenue
$109,341
All Other Contributions
$26,455
Change in Net Assets
$-92,289
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$158,354
Other Expenses$69,824
Total Fundraising Expense$29,407
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$99,853--$99,853
Grants to Domestic Orgs$58,501--$58,501
Advertising--$29,407$29,407
Other Expenses$4,460--$4,460
Fees for Services Accounting-$750-$750
All Other Expenses-$711-$711
Insurance-$450-$450
Office Expenses-$246-$246
Total Functional Expenses$196,614$2,157$29,407$228,178
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Johns County School DistrictSaint Augustine, FL501c3Local Charitable Giving for Education$10,700
American Red CrossBoone, IA501c3Youth Assistance$10,000
Catholic CharitiesSaint Augustine, FL501c3Charitable Assistance$10,000
St Augustine Society IncSaint Augustine, FL501c3Charitable Assistance$10,000
St Augustine Youth ServicesSaint Augustine, FL501c3Local Charitable Giving for Youth Prog$8,500
Alpha Omega Miracle HomeSaint Augustine, FL501c3Local Charitable Givingfor Women$7,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$191,871
Fundraising Direct Expenses$82,530
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Seafood Fest$191,871$191,871$27,168$164,703
Total Events$191,871$191,871$82,530$109,341
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Officer directors etc family relationship Part VI line 2

Ron covato and antonette covato are husband and wife.

Member election for additional members Part VI line 7A

The board members of the st. Augustine lions foundation, inc. Are elected by members of the st. Augustine lions holding co. Inc.

Form 990 governing body review Part VI line 11

The form 990 is reviewed and signed by the treasurer.

Conflict of interest policy compliance Part VI line 12C

The policy is available to all members of the organization as well as board members. In the event a conflict of interest is brought to the board, the board will take necessary action in order to rectify the conflict.

Governing documents etc available to public Part VI line 19

The articles of incorporation are available online at www.sunbiz.org. Upon request from the public of financial information or form 990, direction is given to the fl department of agriculture and consumer services as annual financial reports are filed with this governing body.

Filing and Contact Details

Filer

Filer Name
The St Aug Lions Foundation Inc
EIN
59-3608461
Address
235 SR 207, SAINT AUGUSTINE, FL 32084

Signing Officer

Name
Jim Hawkins
Title
Secretary Treas
Phone
9048291753
Signed
2017-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Hawkins
Formed
1999
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
150

Preparer

Firm
WALER & WALER CPAs PA
Address
PO BOX 4497, SAINT AUGUSTINE, FL 32085-4497
Preparer
Richard L Waler III CPA
Phone
9048245412
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE SCHOLARSHIP COMMITTEE MEETS AND THE APPLICATIONS ARE DIVIDED BETWEEN THE BLIND STUDENTS AND THE DEAF STUDENTS SINCE WE AWARD FOUR SCHOLARSHIPS TO EACH FOR A TOTAL OF EIGHT. THE APPLICATIONS ARE THEN NUMBERED. THE SCHOLARSHIP COMMITTEE HAS TWO TALLY SHEETS, ONE FOR BLIND STUDENS AND ONE FOR DEAF STUDENTS. EACH APPLICATION IS REVIEWED FOR FINANCIAL NEED, VOLUNTEER HOURS AND STATEMENT OF PURPOSE. A SCORE IS GIVEN TO EACH ITEM FROM ONE TO TEN, TEN BEING THE HIGHEST SCORE. AFTER ALL APPLICATIONS HAVE BEEN REVIEWED BY THE COMMITTEE, THE TALLY SHEETS ARE TOTALED AND THE APPLICANTS ARE RANKED BY THE CUMULATIVE SCORE AND THE TOP FOUR BLIND APPLICANTS AND THE TOP FOUR DEAF APPLICANTS ARE AWARDED NON-RENEWABLE $1000 SCHOLARSHIPS. THE LIONS ALSO PROVIDES ADDITIONAL FUNDING TO ST JOHNS COUNTY SCHOOL DISTRICT EARMARKED TO PROVIDE SUPPLEMENTAL EDUCATIONAL ASSISTANCE AND GUARANTEEING COLLEGE-LEVEL SCHOLARSHIPS FOR UNDERPRIVELEGED INDIGENT STUDENTS IN ST JOHNS COUNTY.
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherExpensesAmt040627
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IRS990/PYTotalExpensesAmt0126525
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01884
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013339
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0347843
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0266913
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt01426383
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt093
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IRS990ScheduleA/Total509Grp/TotalAmt01439722
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt018200
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DONATED GIFT CARDS ON HAND
IRS990ScheduleD/TotalBookValueOtherAssetsAmt018200
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt082530
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt011988
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt025065
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt316808
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1EYESIGHT AND OUTREACH ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2GIFT CARDS FOR THE NEEDY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3YOUTH SERVICES
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt111815
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0EYEGLASSES
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc2WINN DIXIE GIFT CARDS FOR THE NEEDY
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt2245
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt3415
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0COST
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc2FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt07500
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt28500
IRS990ScheduleI/RecipientTable/CashGrantAmt310700
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LOCAL CHARITABLE GIVINGFOR WOMEN
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1YOUTH ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2LOCAL CHARITABLE GIVING FOR YOUTH PROG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3LOCAL CHARITABLE GIVING FOR EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4CHARITABLE ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5CHARITABLE ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALPHA OMEGA MIRACLE HOME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN RED CROSS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ST AUGUSTINE YOUTH SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ST JOHNS COUNTY SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ST AUGUSTINE SOCIETY INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5CATHOLIC CHARITIES
IRS990ScheduleI/RecipientTable/RecipientEIN0650318958
IRS990ScheduleI/RecipientTable/RecipientEIN1530196605
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IRS990ScheduleI/RecipientTable/RecipientEIN3596000824
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01797 OLD MOULTRIE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 37839
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt26624 US 1
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt340 ORANGE ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 1775
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt53940 LEWIS SPEEDWAY STE 2103

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