Civic Intelligence

Herbert H & Leonie G Moffitt Memorial Endowment Fund

990PF • Fiscal year 2020 • EIN 59-6601847

Apr 01, 2019 to Mar 31, 2020 • Filed on Jul 24, 2020

Organization Profile
PO Box 1908Orlando, FL 32802-1908

(404) 724-3644

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

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

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

Net Margin

11th percentile

-64%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

52nd percentile

$20,256

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 53.0% of source-year revenue.

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

Asset Growth

27th percentile

-2.3%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

9th percentile

-56%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,031,666

Down $23,815 (-2.3%) from 2019

Net Assets

Down

$1,031,666

Down $23,815 (-2.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin11th percentile

Revenue

Down

$38,228

Down $48,991 (-56%) from 2019

Expenses

Down

$62,601

Down $25,217 (-29%) from 2019

Net Income

Down

-$24,373

Down $23,774 (-3969%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,196,304Liabilities 2012: $02012Assets 2013: $1,163,889Liabilities 2013: $02013Assets 2014: $1,144,712Liabilities 2014: $02014Assets 2015: $1,208,767Liabilities 2015: $02015Assets 2016: $1,149,439Liabilities 2016: $02016Assets 2019: $1,055,481Liabilities 2019: $0Net Assets 2019: $1,055,4812019Assets 2020: $1,031,666Liabilities 2020: $0Net Assets 2020: $1,031,6662020Assets 2021: $1,090,586Liabilities 2021: $1Net Assets 2021: $1,090,5862021Assets 2022: $1,133,436Liabilities 2022: $1Net Assets 2022: $1,133,4362022Assets 2023: $1,150,060Liabilities 2023: $1Net Assets 2023: $1,150,0602023Assets 2024: $1,131,986Liabilities 2024: $1Net Assets 2024: $1,131,9862024Assets 2025: $1,183,550Liabilities 2025: $0Net Assets 2025: $1,183,5502025

Highlighted filing

2020

Assets$1,031,666
Liabilities$0
Net Assets$1,031,666
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

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

$200K$100K$0-$100KRevenue 2012: $66,654Expenses 2012: $86,197Net Income 2012: -$19,5432012Revenue 2013: $53,762Expenses 2013: $86,177Net Income 2013: -$32,4152013Revenue 2014: $70,035Expenses 2014: $89,153Net Income 2014: -$19,1182014Revenue 2015: $154,339Expenses 2015: $90,038Net Income 2015: $64,3012015Revenue 2016: $31,701Expenses 2016: $90,016Net Income 2016: -$58,3152016Revenue 2019: $87,219Expenses 2019: $87,818Net Income 2019: -$5992019Revenue 2020: $38,228Expenses 2020: $62,601Net Income 2020: -$24,3732020Revenue 2021: $94,863Expenses 2021: $34,581Net Income 2021: $60,2822021Revenue 2022: $82,494Expenses 2022: $39,730Net Income 2022: $42,7642022Revenue 2023: $59,897Expenses 2023: $48,173Net Income 2023: $11,7242023Revenue 2024: $47,630Expenses 2024: $66,273Net Income 2024: -$18,6432024Revenue 2025: $119,569Expenses 2025: $67,491Net Income 2025: $52,0782025

Highlighted filing

2020

Revenue$38,228
Expenses$62,601
Net Income-$24,373
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jul 24, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANK FKA SUNTRUST BANKTrustee-$20,256-$20,256
Filing and Contact Details

Filer

Filer Name
Moffitt Memorial Endowment Fund
EIN
59-6601847
Phone
4047243644
Address
PO BOX 1908, ORLANDO, FL 32802-1908

Signing Officer

Name
Truist Bank Fka Suntrust Bank
Title
Trustee
Phone
4047243644
Signed
2020-07-24
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt293823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3049796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3114495
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3224130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt335709
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt346239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt351754
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt364137
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt373391
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt386390
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt394601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt404493
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt412380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt424836
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt434379
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4440982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt45893
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt463386
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt474128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt483954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt498029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt503472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt512886
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt524786
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt582924
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt598269
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt607158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt616463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt623336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt632327
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt64853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt655879
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt662975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt673758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt684639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt693962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt703803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt713887
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt728140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd46AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd47AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd48AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd49AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd50AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd51AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd52AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd53AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd54AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd55AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd56AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd57AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd58AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd59AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd60AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd61AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd62AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd63AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd64AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd65AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd66AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd67AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd68AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd69AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd70AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd71AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd72AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt030116
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt08112
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt038228
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt038228
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt08112
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt010128
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010128
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020256
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt037770
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt037770
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt030087
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt030116
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-24373
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0119672
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08112
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt027699
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0372
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02075
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt050398
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010500

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Filings

Displayed year

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

Open filing
Assets
$1,031,666
Liabilities
$0
Net assets
$1,031,666
Revenue
$38,228
Expenses
$62,601
Net income
-$24,373
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.12$0.07$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.05$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.06$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.08$0.04$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09$0.03$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.04$0.06$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.09$0.09$0.00
2016Summary only. Only limited summary data is available for this year.$1.15$0.00$0.03$0.09$0.06
2015Summary only. Only limited summary data is available for this year.$1.21$0.00$0.15$0.09$0.06
2014Summary only. Only limited summary data is available for this year.$1.14$0.00$0.07$0.09$0.02
2013Summary only. Only limited summary data is available for this year.$1.16$0.00$0.05$0.09$0.03
2012Summary only. Only limited summary data is available for this year.$1.20$0.00$0.07$0.09$0.02