Civic Intelligence

Rollins College Trust FBO Bush Chair of Mathematics

990 • Fiscal year 2022 • EIN 59-6177772

Jun 01, 2021 to May 31, 2022 • Filed on Sep 30, 2022

Organization ProfileN/A
PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

91st percentile

68%

Higher net margin than 91% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

59th percentile

$47,037

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

61st percentile

3.4%

Faster asset growth than 61% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

224%

Faster revenue growth than 95% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,852,927

Up $127,587 (+3.4%) from 2021

Net Assets

Up

$3,852,927

Up $127,587 (+3.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin91st percentile

Revenue

Up

$745,034

Up $514,861 (+224%) from 2021

Expenses

Down

$240,117

Down $2,670 (-1.1%) from 2021

Net Income

Up

$504,917

Up $517,531 (+4103%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2022

Assets$3,852,927
Liabilities$0
Net Assets$3,852,927
Open 2022 Filing

Operations Trend

Revenue Growth95th 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

2022

Revenue$745,034
Expenses$240,117
Net Income$504,917
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Sep 30, 2022
Return Version
2021v4.1
Gross Receipts
$1,435,416
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$3,725,340$3,852,927▲ $127,587
Investments in Publicly Traded Securities$3,671,230$3,749,190▲ $77,960
Savings and Temporary Cash Investments$54,110$103,737▲ $49,627
Total Assets$3,725,340$3,852,927▲ $127,587
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,725,340$3,852,927▲ $127,587
Total Liabilities and Net Assets / Fund Balance$3,725,340$3,852,927▲ $127,587
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleBaseTotal
-Trustee$47,037$47,037
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$745,034
Other Revenue
$0
Change in Net Assets
$504,917
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$186,316
Salaries, Compensation, and Employee Benefits$47,037
Other Expenses$6,764
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$186,316--$186,316
Current Officers, Directors, Trustees, and Key Employees$18,815$28,222-$47,037
All Other Expenses-$5,514-$5,514
Fees for Services Accounting$500$750-$1,250
Total Functional Expenses$205,631$34,486$0$240,117
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rollins CollegeWinter Park, FL170(b)(1)(A)(ii)Compensation of Professors of Math & Science$186,316
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
2022-09-30

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 -387880, 10546 sales adjustment, 4 rounding”

Raw XML Appendix284 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/EmployeeCnt00
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IRS990/FeesForServicesAccountingGrp/TotalAmt01250
IRS990/ForeignActivitiesInd0false
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt047037
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
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IRS990/GainOrLossGrp/SecuritiesAmt0671479
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt0186316
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0186316
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0186316
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01361861
IRS990/GrossReceiptsAmt01435416
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt073555
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt073555
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03671230
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03749190
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0690382
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0INVEST ASSETS AND PROVIDE FUNDS TO ROLLINS COLLEGE FOR COMPENSATION TO PROFESSORS OF MATHEMATICS AND SCIENCE, PER TRUST AGREEMENT PROVISIONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03725340
IRS990/NetAssetsOrFundBalancesEOYAmt03852927
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0671479
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0true
IRS990/OtherChangesInNetAssetsAmt0-377330
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/ExpenseAmt018815
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0195549
IRS990/PYInvestmentIncomeAmt0230173
IRS990/PYOtherExpensesAmt04101
IRS990/PYRevenuesLessExpensesAmt0-12614
IRS990/PYSalariesCompEmpBnftPaidAmt043137
IRS990/PYTotalExpensesAmt0242787
IRS990/PYTotalRevenueAmt0230173
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0504917
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03725340
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03852927
IRS990/SavingsAndTempCashInvstGrp/BOYAmt054110
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0103737
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0590624440
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0186316
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0186316
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IRS990ScheduleI/RecipientTable/CashGrantAmt0186316
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROLLINS COLLEGE
IRS990ScheduleI/RecipientTable/RecipientEIN0590624440
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0WINTER PARK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0327894499
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IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
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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 -387880, 10546 sales adjustment, 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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IRS990/TotalOtherCompensationAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03725340
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03852927
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-30
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/ReturnTs02022-09-30T13:00:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,852,927
Liabilities
$0
Net assets
$3,852,927
Revenue
$745,034
Expenses
$240,117
Net income
$504,917
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