Civic Intelligence

Givewell Community Foundation Inc.

990 • Fiscal year 2017 • EIN 59-3649871

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 08, 2017

Organization ProfileWWW.GIVECF.ORG
1501 S Florida AvenueLakeland, FL 33803

(863) 683-3131

Siviq Scores

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

Liabilities / Assets

20th percentile

0.07x

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

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.46x

Higher debt load relative to revenue than 47% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Net Margin

67th percentile

9.7%

Higher net margin than 67% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

4th percentile

$105,105

Higher top officer pay than 4% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Asset Growth

67th percentile

9.9%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

29th percentile

-0.4%

Faster revenue growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$160,539,842

Up $14,430,113 (+9.9%) from 2016

Net Assets

Up

$149,125,630

Up $12,855,150 (+9.4%) from 2016

Liabilities

Up

$11,414,212

Up $1,574,963 (+16%) from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin67th percentile

Revenue

Down

$24,920,403

Down $98,940 (-0.4%) from 2016

Expenses

Up

$22,499,671

Up $5,145,783 (+30%) from 2016

Net Income

Down

$2,420,732

Down $5,244,723 (-68%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$800M$600M$400M$200M$0Assets 2011: $87,577,547Liabilities 2011: $4,851,492Net Assets 2011: $82,726,0552011Assets 2012: $89,938,377Liabilities 2012: $4,527,069Net Assets 2012: $85,411,3082012Assets 2013: $106,247,738Liabilities 2013: $5,394,323Net Assets 2013: $100,853,4152013Assets 2014: $129,506,437Liabilities 2014: $6,123,870Net Assets 2014: $123,382,5672014Assets 2015: $137,816,478Liabilities 2015: $7,375,070Net Assets 2015: $130,441,4082015Assets 2016: $146,109,729Liabilities 2016: $9,839,249Net Assets 2016: $136,270,4802016Assets 2017: $160,539,842Liabilities 2017: $11,414,212Net Assets 2017: $149,125,6302017Assets 2018: $177,988,182Liabilities 2018: $17,450,260Net Assets 2018: $160,537,9222018Assets 2019: $192,493,129Liabilities 2019: $18,439,247Net Assets 2019: $174,053,8822019Assets 2020: $199,717,123Liabilities 2020: $18,236,300Net Assets 2020: $181,480,8232020Assets 2021: $253,097,691Liabilities 2021: $20,765,488Net Assets 2021: $232,332,2032021Assets 2022: $419,262,531Liabilities 2022: $22,734,959Net Assets 2022: $396,527,5722022Assets 2023: $445,107,820Liabilities 2023: $39,234,784Net Assets 2023: $405,873,0362023Assets 2024: $620,895,896Liabilities 2024: $59,526,800Net Assets 2024: $561,369,0962024Assets 2025: $669,862,803Liabilities 2025: $68,998,625Net Assets 2025: $600,864,1782025

Highlighted filing

2017

Assets$160,539,842
Liabilities$11,414,212
Net Assets$149,125,630
Open 2017 Filing

Operations Trend

Revenue Growth29th percentile

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

$300M$200M$100M$0-$100MExpenses 2011: $10,366,2212011Expenses 2012: $9,284,1532012Revenue 2013: $24,210,874Expenses 2013: $12,158,562Net Income 2013: $12,052,3122013Revenue 2014: $23,810,279Expenses 2014: $10,557,338Net Income 2014: $13,252,9412014Revenue 2015: $20,317,493Expenses 2015: $12,748,144Net Income 2015: $7,569,3492015Revenue 2016: $25,019,343Expenses 2016: $17,353,888Net Income 2016: $7,665,4552016Revenue 2017: $24,920,403Expenses 2017: $22,499,671Net Income 2017: $2,420,7322017Revenue 2018: $27,318,258Expenses 2018: $22,385,029Net Income 2018: $4,933,2292018Revenue 2019: $24,589,560Expenses 2019: $17,120,038Net Income 2019: $7,469,5222019Revenue 2020: $28,555,406Expenses 2020: $21,681,914Net Income 2020: $6,873,4922020Revenue 2021: $49,364,236Expenses 2021: $27,486,013Net Income 2021: $21,878,2232021Revenue 2022: $231,457,010Expenses 2022: $34,740,274Net Income 2022: $196,716,7362022Revenue 2023: $43,152,741Expenses 2023: $57,755,202Net Income 2023: -$14,602,4612023Revenue 2024: $189,521,247Expenses 2024: $74,699,303Net Income 2024: $114,821,9442024Revenue 2025: $63,733,787Expenses 2025: $65,970,905Net Income 2025: -$2,237,1182025

Highlighted filing

2017

Revenue$24,920,403
Expenses$22,499,671
Net Income$2,420,732
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 8, 2017
Return Version
2016v3.0
Gross Receipts
$25,136,089
Mission and Program Overview

Mission

The mission of givewell community foundation is to champion charitable giving to improve the quality of life in the areas we serve, both for now and for future generations.

We help donors and charitable organizations build a better community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$134,495,126$147,118,331▲ $12,623,205
Cash and Non-Interest-Bearing Accounts$6,085,805$9,532,679▲ $3,446,874
Accounts Receivable$4,607,199$3,040,141▼ $1,567,058
Land, Buildings, and Equipment, Net$836,666$803,911▼ $32,755
Prepaid Expenses and Deferred Charges$62,780$44,780▼ $18,000
Total Assets$146,109,729$160,539,842▲ $14,430,113
Other Assets Total$22,153--
Liabilities
Other Liabilities$9,822,083$11,399,913▲ $1,577,830
Accounts Payable and Accrued Expenses$17,166$14,299▼ $2,867
Total Liabilities$9,839,249$11,414,212▲ $1,574,963
Net Assets / Fund Balance
Unrestricted Net Assets$131,663,281$146,085,489▲ $14,422,208
Temporarily Rstr Net Assets$4,607,199$3,040,141▼ $1,567,058
Total Net Assets Fund Balance$136,270,480$149,125,630▲ $12,855,150
Total Liabilities and Net Assets / Fund Balance$146,109,729$160,539,842▲ $14,430,113

Asset Categories

AssetBook ValueDepreciationBasis
Land$442,195-$442,195
Buildings$319,742$88,438$408,180
Other Land Buildings$23,694$51,387$75,081
Equipment$18,280$49,049$67,329

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$7,879,133$1,585,617▲ $39,168$-205,354$8,616,321
2015$8,931,133$412,726▲ $145,754$-244,150$7,879,133
2014$100,853,415$19,179,673▲ $13,533,412$-114,922,405$8,931,133
2013$85,411,308$18,567,257▲ $9,009,676$-1,261,052$100,853,415
Compensation and Service Providers
Top Officer Pay4th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Terry SimmersPresident/ceFT$105,105$105,105

Board Members and Trustees

NameTitle
Suzanne MoracoChairman
Jeffrey Cox SrVice Chairma
Anne FurrDirector
Bill DormanDirector
Bonnie ParkerDirector
Bruce AbelsDirector
Jay GrayDirector
John VreelandDirector
Kevin HennesseyDirector
Linda RichDirector
Lyle PhilipsonDirector
Mark TurnerDirector
Rick StephensDirector
Roger IngleyDirector
Sarah MckayDirector
Tim Putnam JrDirector
Barney BarnettExec Committ
Ed GrossmanExec Committ
Jack HollisExec Committ
James E ChaffinExec Committ
Clayton HollisImmediate Pa
Laura HawleySecretary
Walker WilkersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$22,241,082
Program Service Revenue
$0
Investment Income
$3,931,732
Other Revenue
$-1,252,411
All Other Contributions
$22,241,082
Change in Net Assets
$2,420,732

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
Securities Closely Held Stock7$12,893,973
Securities Publicly Traded58$724,796
Total Noncash Contributions65$13,618,769

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,421,360
Revenue Not Reported on Financial Statements
$499,043
Revenue Not Reported on Form 990
$10,434,418
Total Revenue per Audited Statements
$34,855,778
Total Revenue per Form 990
$24,920,403
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$21,187,776
Other Expenses$787,190
Salaries, Compensation, and Employee Benefits$524,705
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$21,187,776--$21,187,776
Fees for Service Investment Mgmnt Fees-$499,043-$499,043
Other Salaries and Wages$140,926$202,871-$343,797
Current Officers, Directors, Trustees, and Key Employees$94,595$10,510-$105,105
Advertising$38,492$12,477-$50,969
Depreciation Depletion$4,283$38,544-$42,827
Office Expenses$3,654$37,537-$41,191
Information Technology$2,006$38,113-$40,119
Other Employee Benefits$9,599$22,517-$32,116
Payroll Taxes$14,803$16,036-$30,839
Fees for Services Other-$20,704-$20,704
Occupancy-$17,177-$17,177
Fees for Services Accounting-$16,075-$16,075
Pension Plan Contributions$6,167$6,681-$12,848
Insurance-$11,475-$11,475
Travel-$8,447-$8,447
Other Expenses$10,263$470-$470
Total Functional Expenses$21,512,564$987,107$0$22,499,671

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$22,499,671
Expenses per Audited Statements$22,000,628
Total Expenses per Audited Statements$22,000,628
Expenses Not Reported on Financial Statements$499,043
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Windsong ParkLakeland, FL-General Contribution$6,000,000
Catapult Lakeland IncLakeland, FL-General Operations$2,630,000
Florida Southern CollegeLakeland, FL-General Operations$2,098,829
Florida Polytechnic Univ FoundationLakeland, FL-Scholarships$1,186,830
Stetson UniversitySt Petersbury, FL-General$650,000
First United Methodist ChurchLakeland, FL-Growth Support$630,019
Mote Marine LaboratorySarasota, FL-Operations$602,000
Peace River CenterBartow, FL-Operations$524,040
Emory UniversityAtlanta, GA-Operations$500,000
Polk Theater IncLakeland, FL-General Contribution$316,279
Polk State College Foundation IncLakeland, FL-Scholarships$297,778
United Way of Central FloridaHighland City, FL-Various Programs$252,841
Wake Forest UniversityWinstonsalem, NC-General Contribution$250,000
Central Florida Speech & HearingLakeland, FL-General Contribution$243,268
Florida Methodist FoundationLakeland, FL-Together Campaign$200,000
Early Childhood Initiative IncMiami, FL-Various Programs$195,000
City of Lakeland Parks and Rec DeptLakeland, FL-Barnett Da Fund$171,598
Lakeland Volunteers in MedicineLakeland, FL-Various Programs$164,000
Community Foundation of Sarasota CoSarasota, FL-Longboat Key Foundat$150,000
Desire Street MinistriesDecatur, GA-Strategic Partnershi$150,000
Citrus Center Boys & Girls ClubsWinter Haven, FL-Operations$96,155
Heart of Florida United WayOrlando, FL-Various Programs$85,000
United Way of Citrus CountyCrystal River, FL-Various Programs$85,000
United Way of Escambia CountyPensacola, FL-Various Programs$85,000
United Way of Lee Hendry GladesFort Myers, FL-Various Programs$85,000
United Way of Suwannee ValleyLake City, FL-Various Programs$85,000
Ymca of West Cental FloridaLakeland, FL-General Operations$78,500
First Baptist Church at the MallLakeland, FL-General Contribution$77,000
Barbara Bush Foundation for FamilyTallahassee, FL-Operations$75,000
Kiwanis International FoundationIndianapolis, IN-General Contribution$71,437
Lakeland Regional Health FndnLakeland, FL-General Contribution$71,020
Southeastern Guide DogsPalmetto, FL-General$70,000
Southeastern Guide DogsPalmetto, FL-General Contribution$70,000
Imperial Symphony OrchestraLakeland, FL-General Contribution$69,299
Parker Street Ministries IncLakeland, FL-General Operations$61,222
Winter Haven Hosptial FoundationWinter Haven, FL-General Contribution$58,709
Bok Tower Gardens FoundationsLake Wales, FL-Various Programs$56,020
Crystal Springs FoundationThonotosassa, FL-General Contribution$55,000
Polk Museum of ArtLakeland, FL-Various Programs$54,754
United Way of Broward CountyFt Lauderdale, FL-Various Programs$52,500
United Way of Marion CountyOcala, FL-Various Programs$52,500
Clemson University FoundationClemson, SC-General Contribution$50,000
Telluride FoundationTelluride, CO-Education Initiative$50,000
Fpc of LakelandLakeland, FL-General Contribution$47,340
Talbot House MinistriesLakeland, FL-General Contribution$45,233
Volunteers in Service to ElderlyLakeland, FL-General Support$42,979
United Way SuncoastTampa, FL-Reading Pals$42,500
United Way of Manatee CountyBradenton, FL-Reading Pals$42,500
United Way of Miami-dade CountyMiami, FL-Various Programs$42,500
United Way of North Central FloridaGainesville, FL-Various Programs$42,500
United Way of Northeast FloridaJacksonville, FL-Various Programs$42,500
United Way of the Big BendTallahassee, FL-Various Programs$42,500
College Heights Um ChurchLakeland, FL-General Contribution$40,000
Paralyzed Verterns of AmericaWashington, DC-General Contribution$39,155
Southside Baptist Church - LakelandLakeland, FL-General Contribution$38,300
EXPLORATIONS V CHILDREN'S MUSEUMLakeland, FL-General Contribution$37,500
The Tiger Town Pig FestivalLakeland, FL-General Contribution$34,000
The Salvation ArmyLakeland, FL-General Operations$33,767
Greater Tampa Bay Boy ScoutsTampa, FL-General Contribution$32,925
Spca FloridaLakeland, FL-General Contribution$31,604
Polk Education FoundationBartow, FL-General Contribution$30,029
Lakeland Community TheaterLakeland, FL-General Contribution$29,299
Police Athletic League of LakelandLakeland, FL-General Contribution$28,100
Good Shepherd HospiceLakeland, FL-Various Programs$28,000
The Salvation Army - Winter HavenWinter Haven, FL-General Contribution$26,716
Anchor House MinistriesAuburndale, FL-Impact Polk 2017$25,000
Florida CoalitionTallahassee, FL-General Contribution$25,000
Healthy Start Coalition of HardeeBartow, FL-General Contribution$25,000
Help of Ft MeadeFort Meade, FL-General Contribution$25,000
Jaylens Challenge FoundationLakeland, FL-General Contribution$25,000
Shield the Badges IncLakeland, FL-General Contribution$25,000
Alliance for IndependenceLakeland, FL-Various Programs$23,300
Randy Roberts FoundationLakeland, FL-General Contribution$23,000
Meals on Wheels of Polk CountyWinter Haven, FL-General Contribution$22,938
Big Brothers Big Sisters of Tampa BTampa, FL-General Contribution$21,779
All Saints AcademyWinter Haven, FL-General Contribution$21,700
Friends of the Winter Haven LibraryWinter Haven, FL-General Contribution$21,136
Theater Winter HavenWinter Haven, FL-General Contribution$20,994
Kidspack IncLakeland, FL-General Contribution$20,300
Florida Air MuseumLakeland, FL-General Contribution$19,100
Junior Achievement of Tampa BayLakeland, FL-General Contribution$19,100
Trinity Presbyterian ChurchLakeland, FL-General Contribution$18,000
Girls Inc of Winter HavenWinter Haven, FL-General Contribution$17,954
Fpc of Winter HavenWinter Haven, FL-General Contribution$17,348
Good Shepard Hospice - AuburndaleAuburndale, FL-General Contribution$17,141
Special Olympics of FloridaClermont, FL-General Contribution$16,500
Humane Society of Polk CountyLakeland, FL-General Operations$16,000
Learning Resource Center of Polk CtLakeland, FL-General Contribution$15,974
FLORIDA BAPTIST CHILDREN'S HOMELakeland, FL-General Contribution$15,799
American Cancer SocietyLakeland, FL-General Contribution$15,635
Boys and Girls Clubs of LakelandLakeland, FL-General Contribution$15,629
Florida Polytechnic UnivLakeland, FL-General Contribution$15,389
Faith in Action of North LakelandLakeland, FL-Helping Hand Feeding$15,020
Arcadia All Florida RodeoArcadia, FL-New Rodeo Arena$15,000
Camp Gilead Cbm Ministries of FlPolk City, FL-Scholarship Fund$15,000
Cleaveland Heights 4-bal InvitationLakeland, FL-General Contribution$15,000
Faith Without WorksLakeland, FL-General Contribution$15,000
St Leo UniversitySt Leo, FL-General Contribution$15,000
Arthritis FoundationTampa, FL-General Contribution$14,430
Goodwill Industries - SuncoastSt Petersburg, FL-General Contribution$14,430
Imperial Polk Obedience ClubLakeland, FL-General Contribution$14,323
ALZHEIMER'S ASSOCIATIONClearwater, FL-Various Programs$13,705
Pace Center for GirlsLakeland, FL-General Contribution$13,600
Girl Scout of West Central FloridaTampa, FL-General Contribution$13,500
Lighthouse Ministries IncLakeland, FL-General Operations$12,990
Lowry Park Zoological SocietyTampa, FL-General Contribution$12,700
New Life CenterLakeland, FL-General Contribution$12,600
The Schools of Mckeel AcademyLakeland, FL-General Contribution$12,000
ST ALBAN'S EPISCOPAL CHURCHAuburndale, FL-General Contribution$11,500
ST JOSEPH'S ROMAN CATHOLIC CHURCHWinter Haven, FL-General Contribution$11,348
Fpc of AuburndaleAuburndale, FL-General Contribution$10,788
H Lee Moffit Cancer CenterTampa, FL-General Contribution$10,200
Lakeland Habitat for HumanityLakeland, FL-Repairs$10,100
ST JOSEPH'S CATHOLIC CHURCHLakeland, FL-General Contribution$10,020
Eastern Orthapedic Educational FndTowson, MD-General Contribution$10,000
Gospel IncLakeland, FL-Internship$10,000
Lakeland Police FoundationLakeland, FL-General Contribution$10,000
National Baseball Hall of FameCooperstown, NY-General Contribution$10,000
OUR CHILDREN'S ACADEMYWinter Haven, FL-General Contribution$10,000
Ounce of Prevention Fund of FloridaTallahassee, FL-General Contribution$10,000
Parkview Baptist ChurchLakeland, FL-General Contribution$10,000
Platform Art IncLakeland, FL-General Contribution$10,000
Youth for Christ USA IncWinter Haven, FL-General Contribution$10,000
Symphony Guild of Winter HavenWinter Haven, FL-General Contribution$8,999
Magnolia Montessori AcademyLakeland, FL-General Contribution$8,800
Florida Dance TheaterLakeland, FL-General Contribution$8,750
Church of the ResurrectionLakeland, FL-General Contribution$8,500
Project HarmonyOmaha, NE-General Contribution$8,000
Central Missionary Clearing HouseHouston, TX-General Contribution$7,500
Charity Baptist MissionBristol, TN-General Contribution$7,500
Museum of Science & IndustryTampa, FL-General Contribution$7,500
WOMEN'S RESOURCE CENTER OF FLORIDAWinter Haven, FL-General Contribution$7,474
Bright Threads MinistriesLakeland, FL-Impact Polk 2017$7,200
Webber International UniversityBabson Park, FL-General Contribution$7,000
Tampa Lighthouse for the BlindTampa, FL-General Contribution$6,989
Nga IncLakeland, FL-General Contribution$6,850
The Catholic Foundation of CentralOrlando, FL-General Contribution$6,600
Young Life of Polk CountyLakeland, FL-General Contribution$6,600
Lakeland Kiwanis Charitable FdnLakeland, FL-Stuff the Bus$6,500
Catholic Charities of Central FlOrlando, FL-General Operations$6,400
Girls Inc of LakelandLakeland, FL-General Contribution$6,350
Read LakelandLakeland, FL-General Contribution$6,100
Florence Villa CdcWinter Haven, FL-General Contribution$6,000
Milford Christian ChurchMilford, KY-Construction$6,000
Polk County School ReadinessLakeland, FL-General Contribution$6,000
Southern Scholarship FoundationTallahassee, FL-Scholarship$6,000
Coalition on Aging TransitionLakeland, FL-General Contribution$5,620
Center for Independent LivingWinter Park, FL-Expansion$5,500
Options for WomenLakeland, FL-General Contribution$5,500
Harrison School for the ArtsLakeland, FL-General Contribution$5,200
Lakes Educationaction DriveLakeland, FL-General Contribution$5,200
Santa Fe Catholic HsLakeland, FL-General Contribution$5,150
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$361,855
Fundraising Direct Expenses$215,686
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lewis Cancer Fa$151,783$151,783$67,146$84,637
The Flight to H$67,393$67,393$64,960$2,433
Total Events$361,855$361,855$215,686$146,169
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held as Agency Endowment$9,650,881
Grants Payable$1,749,032
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
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 990 is provided to board members either at a meeting or via email.”

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

“A conflict of interest policy is in place and enforced.”

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

“The process for determining compensation for the ceo - self assessment and assessment from the board members. The board uses comparative salary reports for non-profits.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Givewell Community Foundation Inc
EIN
59-3649871
Phone
8636833131
Address
1501 S FLORIDA AVENUE, LAKELAND, FL 33803

Signing Officer

Name
Terry Simmers
Title
President/CEO
Phone
8636833131
Signed
2017-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry Simmers
Formed
2000
Legal Domicile
Fl
Voting Board Members
23
Independent Board Members
23
Employees
7
Volunteers
45

Preparer

Firm
David R Ramos CPA
Address
4215 OLD ROAD 37, LAKELAND, FL 33813
Preparer
David R Ramos CPA
Phone
8637017885
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Board members and committees are all volunteer.”

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

“Reaches out to a broad spectrum including the arts, youth, education, health, social services and more.”

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

“We help donors and charitable organizations build a better community.”

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IRS990/Desc0THE COMMUNITY FOUNDATION EMBRACES AN UMBRELLA CONCEPT. ITS GOAL IS TO IMPROVE THE QUALITY OF LIFE IN ALL AREAS OF POLK COUNTY. IT DOES THIS BY SERVING THREE CONSTITUENCIES: 1) DONORS: FOR PEOPLE WHO LOVE THE COMMUNITY AND HAVE A DESIRE TO GIVE SOMETHING BACK TO THEIR COMMUNITY, THE FOUNDATION PROVIDES QUALIFIED COUNSEL, GUIDANCE AND STEWARDSHIP IN HELPING THEM MEET THEIR CHARITABLE GOALS; 2) LOCAL NON-PROFIT CHARITIES: THE FOUNDATION DISTRIBUTES MONIES IN ACCORDANCE WITH DONOR DESIRES. IN ADDITION, IT PROVIDES SUPPORT FOR SPECIFIC PROGRAMS AND OFFERS ASSISTANCE IN MANAGING INDIVIDUAL ENDOWMENT FUNDS. 3) THE COMMUNITY AT LARGE: THE FOUNDATION AND ITS BOARD SERVE AS A CATALYST WITH POLK COUNTY IN ADDRESSING THE NEEDS OF OUR COMMUNITY. THROUGH GRANT MAKING BY DONORS, THE FOUNDATION REACHES OUT TO A BROAD SPECTRUM INCLUDING THE ARTS, YOUTH, EDUCATION, HEALTH, SOCIAL SERVICES AND MORE.
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IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT/CE
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt20VICE CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt21TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt22SECRETARY
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$160,539,842
Liabilities
$11,414,212
Net assets
$149,125,630
Revenue
$24,920,403
Expenses
$22,499,671
Net income
$2,420,732
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$670$69.0$601$63.7$66.0$2.24
2024Detailed filing. Detailed filing data is available for this year.$621$59.5$561$190$74.7$115
2023Detailed filing. Detailed filing data is available for this year.$445$39.2$406$43.2$57.8$14.6
2022Detailed filing. Detailed filing data is available for this year.$419$22.7$397$231$34.7$197
2021Detailed filing. Detailed filing data is available for this year.$253$20.8$232$49.4$27.5$21.9
2020Detailed filing. Detailed filing data is available for this year.$200$18.2$181$28.6$21.7$6.87
2019Detailed filing. Detailed filing data is available for this year.$192$18.4$174$24.6$17.1$7.47
2018Detailed filing. Detailed filing data is available for this year.$178$17.5$161$27.3$22.4$4.93
2017Detailed filing. Detailed filing data is available for this year.$161$11.4$149$24.9$22.5$2.42
2016Detailed filing. Detailed filing data is available for this year.$146$9.84$136$25.0$17.4$7.67
2015Detailed filing. Detailed filing data is available for this year.$138$7.38$130$20.3$12.7$7.57
2014Summary only. Only limited summary data is available for this year.$130$6.12$123$23.8$10.6$13.3
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$106$5.39$101$24.2$12.2$12.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.9$4.53$85.4$9.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.6$4.85$82.7$10.4