Civic Intelligence

Rollins College Trust FBO Bush Chair of Mathematics

EIN 59-6177772 • 4947(a)1 • Dallas, TX

Profile

Invest assets and provide funds to rollins college for compensation to professors of mathematics and science, per trust agreement provisions.

PO Box 653067Dallas, TX 75265-3067

n/A

Siviq Scores

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

Liabilities / Assets

94th percentile

0.00x

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

4947(a)1 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

68th percentile

28%

Higher net margin than 68% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

93rd percentile

$46,615

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

4947(a)1 • $1M-$5M nonprofits • Source year 2025

Asset Growth

56th percentile

1.7%

Faster asset growth than 56% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

162%

Faster revenue growth than 91% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$3,547,542

Up $59,367 (+1.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$3,547,542

Up $59,367 (+1.7%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin68th percentile

Revenue

Up

$316,425

Up $195,492 (+162%) from 2024

Expenses

Up

$226,401

Up $5,763 (+2.6%) from 2024

Net Income

Up

$90,024

Up $189,729 (+190%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2016: $2,831,862Liabilities 2016: $0Net Assets 2016: $2,831,8622016Assets 2017: $3,365,520Liabilities 2017: $0Net Assets 2017: $3,365,5202017Assets 2018: $3,621,154Liabilities 2018: $0Net Assets 2018: $3,621,1542018Assets 2019: $3,481,938Liabilities 2019: $0Net Assets 2019: $3,481,9382019Assets 2020: $3,314,691Liabilities 2020: $0Net Assets 2020: $3,314,6912020Assets 2021: $3,725,340Liabilities 2021: $0Net Assets 2021: $3,725,3402021Assets 2022: $3,852,927Liabilities 2022: $0Net Assets 2022: $3,852,9272022Assets 2023: $3,537,665Liabilities 2023: $0Net Assets 2023: $3,537,6652023Assets 2024: $3,488,175Liabilities 2024: $0Net Assets 2024: $3,488,1752024Assets 2025: $3,547,542Liabilities 2025: $0Net Assets 2025: $3,547,5422025

Highlighted filing

2025

Assets$3,547,542
Liabilities$0
Net Assets$3,547,542
Open 2025 Filing

Operations Trend

Revenue Growth91st percentile

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

$1.0M$500K$0-$500KRevenue 2016: $157,525Expenses 2016: $236,560Net Income 2016: -$79,0352016Revenue 2017: $771,370Expenses 2017: $236,888Net Income 2017: $534,4822017Revenue 2018: $419,401Expenses 2018: $246,997Net Income 2018: $172,4042018Revenue 2019: $160,657Expenses 2019: $251,659Net Income 2019: -$91,0022019Revenue 2020: $179,985Expenses 2020: $256,048Net Income 2020: -$76,0632020Revenue 2021: $230,173Expenses 2021: $242,787Net Income 2021: -$12,6142021Revenue 2022: $745,034Expenses 2022: $240,117Net Income 2022: $504,9172022Revenue 2023: -$103,494Expenses 2023: $218,839Net Income 2023: -$322,3332023Revenue 2024: $120,933Expenses 2024: $220,638Net Income 2024: -$99,7052024Revenue 2025: $316,425Expenses 2025: $226,401Net Income 2025: $90,0242025

Highlighted filing

2025

Revenue$316,425
Expenses$226,401
Net Income$90,024
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,547,542
Liabilities
$0
Net assets
$3,547,542
Revenue
$316,425
Expenses
$226,401
Net income
$90,024
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.55$0.00$3.55$0.32$0.23$0.09
2024Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.12$0.22$0.10
2023Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.10$0.22$0.32
2022Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.75$0.24$0.50
2021Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.23$0.24$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.18$0.26$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.16$0.25$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.42$0.25$0.17
2017Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.77$0.24$0.53
2016Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.16$0.24$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 1, 2025
Return Version
2024v5.2
Gross Receipts
$713,702
Mission and Program Overview

Mission

Invest assets and provide funds to rollins college for compensation to professors of mathematics and science, per trust agreement provisions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,488,175$3,547,542▲ $59,367
Investments Other Securities-$3,452,501-
Investments in Publicly Traded Securities$3,399,533--
Savings and Temporary Cash Investments$88,642$95,041▲ $6,399
Total Assets$3,488,175$3,547,542▲ $59,367
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,488,175$3,547,542▲ $59,367
Total Liabilities and Net Assets / Fund Balance$3,488,175$3,547,542▲ $59,367

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$149,797--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleBaseTotal
-Trustee$46,615$46,615
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$316,425
Other Revenue
$0
Change in Net Assets
$90,024
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$173,181
Salaries, Compensation, and Employee Benefits$46,615
Other Expenses$6,605
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$173,181--$173,181
Current Officers, Directors, Trustees, and Key Employees$18,646$27,969-$46,615
All Other Expenses-$5,355-$5,355
Fees for Services Accounting$500$750-$1,250
Total Functional Expenses$192,327$34,074$0$226,401
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rollins CollegeWinter Park, FL170(b)(1)(A)(ii)Compensation of Professors of Math & Science$173,181
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“When decisions are made, they are documented in the permanent record.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“This organization is formed as a trust under state law, and Bank of America is corporate trustee. Form 990 is prepared by Bank of America tax professionals under the direct supervision of a corporate officer of the sole trustee.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Annual statement of compliance signed and documented by all employees of the corporate fiduciary.”

FORM 990, PAGE 6, PART VI, LINE 15A

“Trustee fees per applicable compensation schedule and state law requirements.”

FORM 990, PAGE 6, PART VI, LINE 15B

“Trustee fees per applicable compensation schedule and state law requirements.”

Form 990, Page 6, Part VI, Line 19

“The organization, and the bank as corporate fiduciary, make governing documents, conflicts of interest policy, and financial statements available to the public as required by federal and state laws.”

Filing and Contact Details

Filer

Filer Name
Rollins College - Math Chair
EIN
59-6177772
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-10-01

Organization Details

Formed
1967
Legal Domicile
Fl
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“($30,655) common trust fund adjustment, $ 2.00 rounding adjustment”

Raw XML Appendix344 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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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd18C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd19C
IRS990ScheduleD/TotalBookValueSecuritiesAmt03452501
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0173181
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(b)(1)(A)(ii)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0COMPENSATION OF PROFESSORS OF MATH & SCIENCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROLLINS COLLEGE
IRS990ScheduleI/RecipientTable/RecipientEIN0590624440
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01000 HOLT AVE - 2715
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WINTER PARK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0327894499
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ANNUAL VERIFICATION THAT FUNDS ARE USED PER TRUST PROVISIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0When decisions are made, they are documented in the permanent record.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1This organization is formed as a trust under state law, and Bank of America is corporate trustee. Form 990 is prepared by Bank of America tax professionals under the direct supervision of a corporate officer of the sole trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Annual statement of compliance signed and documented by all employees of the corporate fiduciary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Trustee fees per applicable compensation schedule and state law requirements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Trustee fees per applicable compensation schedule and state law requirements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization, and the bank as corporate fiduciary, make governing documents, conflicts of interest policy, and financial statements available to the public as required by federal and state laws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6($30,655) COMMON TRUST FUND ADJUSTMENT, $ 2.00 ROUNDING ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03488175
IRS990/TotalAssetsEOYAmt03547542
IRS990/TotalAssetsGrp/BOYAmt03488175
IRS990/TotalAssetsGrp/EOYAmt03547542
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034074
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0192327
IRS990/TotalFunctionalExpensesGrp/TotalAmt0226401
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03488175
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03547542
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0191827
IRS990/TotalReportableCompFromOrgAmt046615
IRS990/TotalRevenueGrp/ExclusionAmt099328
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0316425
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03488175
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03547542
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROLLINS COLLEGE - MATH CHAIR
ReturnHeader/Filer/BusinessNameControlTxt0ROLL
ReturnHeader/Filer/EIN0596177772
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-10-02T11:01:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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