Civic Intelligence

Florida Charities Foundation

990PF • Fiscal year 2020 • EIN 59-6125203

Aug 01, 2019 to Jul 31, 2020 • Filed on May 09, 2022

PO Box 910Winter Park, FL 32790-0910

(407) 644-5631

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

96th percentile

89%

Higher net margin than 96% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

98th percentile

407%

Faster asset growth than 98% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

756%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,635,659

Up $1,313,081 (+407%) from 2019

Net Assets

Up

$1,635,659

Up $1,313,081 (+407%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$1,163,986

Up $1,028,009 (+756%) from 2019

Expenses

Up

$125,000

Up $37,460 (+43%) from 2019

Net Income

Up

$1,038,986

Up $990,549 (+2045%) from 2019

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $322,578Liabilities 2019: $0Net Assets 2019: $322,5782019Assets 2020: $1,635,659Liabilities 2020: $0Net Assets 2020: $1,635,6592020Assets 2021: $2,555,392Liabilities 2021: $0Net Assets 2021: $2,555,3922021Assets 2022: $1,975,652Liabilities 2022: $0Net Assets 2022: $1,975,6522022Assets 2023: $1,971,247Liabilities 2023: $0Net Assets 2023: $1,971,2472023Assets 2024: $3,038,211Liabilities 2024: $0Net Assets 2024: $3,038,2112024

Highlighted filing

2020

Assets$1,635,659
Liabilities$0
Net Assets$1,635,659

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2019: $135,977Expenses 2019: $87,540Net Income 2019: $48,4372019Revenue 2020: $1,163,986Expenses 2020: $125,000Net Income 2020: $1,038,9862020Revenue 2021: $849,631Expenses 2021: $37,760Net Income 2021: $811,8712021Revenue 2022: $3,101,090Expenses 2022: $3,824,830Net Income 2022: -$723,7402022Revenue 2023: $2,039,542Expenses 2023: $2,027,585Net Income 2023: $11,9572023Revenue 2024: $2,085,453Expenses 2024: $1,103,723Net Income 2024: $981,7302024

Highlighted filing

2020

Revenue$1,163,986
Expenses$125,000
Net Income$1,038,986
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
May 9, 2022
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Florida Charities FDN TAPF
EIN
59-6125203
Phone
4076445631
Address
PO Box 910, Winter Park, FL 32790-0910

Signing Officer

Name
Philip Tiedtke
Title
Treasurer
Phone
4076445631
Signed
2022-05-09
Discuss with paid preparer
No

Preparer

Firm
Frank J Guida CPA PA
Address
500 N Maitland Ave Suite 215, Maitland, FL 32751
Preparer
Frank J Guida
Phone
4075390031
Raw XML Appendix335 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.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Vanguard ST Invt Grade
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Vanguard Money Market
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1167116
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0125000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01113252
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt026731
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0219
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt040000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt140000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt240000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-11-07
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt022743
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01038986
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01635659
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0596673
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01635659
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt079483
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt079483
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt079483
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt080472
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0989
IRS990PF/DistributableAmountGrp/TotalTaxAmt0989
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt05
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0989
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0994
IRS990PF/FMVAssetsEOYAmt01982337
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0596673
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0584
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0596089
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01623943
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024509
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt080472
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01609434
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0Philip E Tiedte
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0125000
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt370000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0United Arts of Central Florida
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Rollings College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Bach Festival Society of Winter Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Intl League of Conseration Photographers
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4The Ethel Walker School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 940068
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11000 Holt Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21000 Holt Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32011 Crystal Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4230 Bushy Hill Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Maitland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Winter Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Winter Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Arlington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Simsbury
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032751
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132789
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232789
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd322202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd406070
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0125000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt079483
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt079483
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt024141
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt088142
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt065098
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt046194
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt046194
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0253810
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt045517
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024141
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt088142
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030912
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt065098
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt045517
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0300004
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0254487
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0John Tiedtke IRRV Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Sylvia Tiedtke IRRV Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Grimming
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0c/o KeyBank 300 Madison Ave
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1c/o KeyBank 300 Madison Ave
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2PO Box 910
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Toledo
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Toledo
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Winter Park
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd043604
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd143604
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd232789
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt092577
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt126175
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2994500
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Transfer of funds from prior trustee
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01260
ReasonableCauseExplanation/ExplanationTxt0The return was filed late due to the turnover in Trustees, the former Trustee thought that the prior corporate Trustee had filed the tax returns. Once the new Trustee found out, the returns were filed immediately.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Philip Tiedtke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04076445631
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Florida Charities FDN TAPF
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0596125203
ReturnHeader/Filer/PhoneNum04076445631
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 910
ReturnHeader/Filer/USAddress/CityNm0Winter Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0327900910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Frank J Guida CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 N Maitland Ave Suite 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Maitland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032751
ReturnHeader/PreparerPersonGrp/PhoneNum04075390031
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frank J Guida
ReturnHeader/ReturnTs02022-05-09T01:15:37-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

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