Civic Intelligence

Rollins College Trust FBO Bush Chair of Mathematics

990 • Fiscal year 2020 • EIN 59-6177772

Jun 01, 2019 to May 31, 2020 • Filed on Sep 16, 2020

Organization ProfileN/A
PO Box 1802Providence, RI 02901-1802

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

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

Liabilities / Revenue

29th percentile

0.00x

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

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

Net Margin

14th percentile

-42%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

57th percentile

$39,694

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 22.1% of source-year revenue.

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

Asset Growth

17th percentile

-4.8%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

69th percentile

12%

Faster revenue growth than 69% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,314,691

Down $167,247 (-4.8%) from 2019

Net Assets

Down

$3,314,691

Down $167,247 (-4.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin14th percentile

Revenue

Up

$179,985

Up $19,328 (+12%) from 2019

Expenses

Up

$256,048

Up $4,389 (+1.7%) from 2019

Net Income

Up

-$76,063

Up $14,939 (+16%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$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

2020

Assets$3,314,691
Liabilities$0
Net Assets$3,314,691
Open 2020 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$179,985
Expenses$256,048
Net Income-$76,063
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Sep 16, 2020
Return Version
2019v5.0
Gross Receipts
$857,725
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$221,077$3,314,691▲ $3,093,614
Cap Stk Tr Prin Current Funds$3,260,861--
Investments in Publicly Traded Securities$3,260,861$3,226,170▼ $34,691
Savings and Temporary Cash Investments$221,077$88,521▼ $132,556
Total Assets$3,481,938$3,314,691▼ $167,247
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,481,938$3,314,691▼ $167,247
Total Liabilities and Net Assets / Fund Balance$3,481,938$3,314,691▼ $167,247
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
-Trustee$39,694$39,694
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$179,985
Other Revenue
$0
Change in Net Assets
$-76,063
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$212,644
Salaries, Compensation, and Employee Benefits$39,694
Other Expenses$3,710
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$212,644--$212,644
Current Officers, Directors, Trustees, and Key Employees$15,878$23,816-$39,694
All Other Expenses-$2,460-$2,460
Fees for Services Accounting$500$750-$1,250
Total Functional Expenses$229,022$27,026$0$256,048
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rollins CollegeWinter Park, FL170(b)(1)(A)(ii)Compensation of Professors of Math & Science$212,644
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 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2020-09-16

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

“Common trust fund adjustment ($83269), tye sales adj $1126, partnership adj ($9045), and $4 rounding”

Raw XML Appendix286 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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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0769549
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentIncomeGrp/ExclusionAmt088176
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03260861
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IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt091809
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0true
IRS990/OtherChangesInNetAssetsAmt0-91184
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0BANK OF AMERICA NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0BANK OF AMERICA TRUSTEE EXPENSE
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt015878
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0207456
IRS990/PYInvestmentIncomeAmt0160657
IRS990/PYOtherExpensesAmt03999
IRS990/PYRevenuesLessExpensesAmt0-91002
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IRS990/PYTotalExpensesAmt0251659
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-76063
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0221077
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IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ANNUAL VERIFICATION THAT FUNDS ARE USED PER TRUST PROVISIONS.
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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/ExplanationTxt6COMMON TRUST FUND ADJUSTMENT ($83269), TYE SALES ADJ $1126, PARTNERSHIP ADJ ($9045), AND $4 ROUNDING
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
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/ReturnTs02020-09-16T15:04:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,314,691
Liabilities
$0
Net assets
$3,314,691
Revenue
$179,985
Expenses
$256,048
Net income
-$76,063
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