Civic Intelligence

The Florida Bar Foundation Endowment Trust

990 • Fiscal year 2013 • EIN 59-6972443

Jul 01, 2012 to Jun 30, 2013 • Filed on May 14, 2014

Organization ProfileFUNDINGFLA.ORG
875 Concourse Parkway South No 19532751
Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

69th percentile

8.8%

Faster asset growth than 69% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$7,338,436

Up $595,899 (+8.8%) from 2012

Net Assets

Up

$7,326,635

Up $605,489 (+9.0%) from 2012

Liabilities

Down

$11,801

Down $9,590 (-45%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$47,047

Down $8,249 (-15%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$10M$5.0M$0Assets 2011: $6,922,746Liabilities 2011: $10,162Net Assets 2011: $6,912,5842011Assets 2012: $6,742,537Liabilities 2012: $21,391Net Assets 2012: $6,721,1462012Assets 2013: $7,338,436Liabilities 2013: $11,801Net Assets 2013: $7,326,6352013Assets 2014: $8,142,479Liabilities 2014: $8,053Net Assets 2014: $8,134,4262014Assets 2015: $8,185,202Liabilities 2015: $7,978Net Assets 2015: $8,177,2242015Assets 2016: $6,241,256Liabilities 2016: $1,878Net Assets 2016: $6,239,3782016Assets 2017: $4,552,382Liabilities 2017: $1,060Net Assets 2017: $4,551,3222017Assets 2018: $4,831,623Liabilities 2018: $1,969Net Assets 2018: $4,829,6542018Assets 2019: $5,058,561Liabilities 2019: $930Net Assets 2019: $5,057,6312019Assets 2020: $4,984,568Liabilities 2020: $1,502Net Assets 2020: $4,983,0662020Assets 2021: $6,355,414Liabilities 2021: $0Net Assets 2021: $6,355,4142021Assets 2022: $5,660,376Liabilities 2022: $0Net Assets 2022: $5,660,3762022Assets 2023: $6,157,843Liabilities 2023: $0Net Assets 2023: $6,157,8432023Assets 2024: $6,671,968Liabilities 2024: $0Net Assets 2024: $6,671,9682024Assets 2025: $7,255,408Liabilities 2025: $0Net Assets 2025: $7,255,4082025

Highlighted filing

2013

Assets$7,338,436
Liabilities$11,801
Net Assets$7,326,635
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $700,239Expenses 2011: $127,657Net Income 2011: $572,5822011Expenses 2012: $55,2962012Expenses 2013: $47,0472013Revenue 2014: $691,492Expenses 2014: $35,355Net Income 2014: $656,1372014Revenue 2015: $408,673Expenses 2015: $27,567Net Income 2015: $381,1062015Revenue 2016: $181,299Expenses 2016: $1,874,057Net Income 2016: -$1,692,7582016Revenue 2017: $228,044Expenses 2017: $2,214,381Net Income 2017: -$1,986,3372017Revenue 2018: $213,700Expenses 2018: $19,163Net Income 2018: $194,5372018Revenue 2019: $186,779Expenses 2019: $18,794Net Income 2019: $167,9852019Revenue 2020: $288,545Expenses 2020: $17,915Net Income 2020: $270,6302020Revenue 2021: $385,131Expenses 2021: $20,832Net Income 2021: $364,2992021Revenue 2022: $354,573Expenses 2022: $22,179Net Income 2022: $332,3942022Revenue 2023: $185,800Expenses 2023: $17,011Net Income 2023: $168,7892023Revenue 2024: $274,600Expenses 2024: $10,893Net Income 2024: $263,7072024Revenue 2025: $153,291Expenses 2025: $18,493Net Income 2025: $134,7982025

Highlighted filing

2013

Revenue-
Expenses$47,047
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 14, 2014
Return Version
2012v2.1
Gross Receipts
$2,711,369
Mission and Program Overview

Mission

To maintain endowment funds to provide income to carry out ffla's mission statement.

Filing and Contact Details

Filer

EIN
59-6972443
Raw XML Appendix382 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/Form990ScheduleDPartXIII/Explanation0Investment income derived from permanent endowment funds as well as quasi-endowment and term endowment principal and investment income funds are available to provide support to The Florida Bar Foundation, Inc. (supported organization) to carry on its exempt purposes as requested by the supported organization.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1Part X, Line 2: Management continually analyzes the Endowment's various federal and state filing positions and believes that their income tax filing positions and exemption status are well documented and supported. Additionally, management believes that no accruals for tax liabilities related to uncertain income tax positions are required. Therefore, no reserves for uncertain income tax positions have been recorded by either the Foundation or the Endowment at June 30, 2013. There have been no increases or decreases in unrecognized tax benefits since the date of adoption. Further, no interest or penalties have been included since no reserves were recorded and no significant increases or decreases are expected to occur within the next 12 months. When applicable, such interest and penalties will be reported as a component of management and general expenses. The periods that remain open to examination under federal statute generally remain open for three years from the date of filing.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0Description of Intended Use of Endowment Funds:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1Description of Uncertain Tax Positions Under FIN 48:
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IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference1Part X, Line 2:
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IRS990ScheduleO/GeneralExplanation/Explanation0Form 990 for The Florida Bar Foundation Endowment Trust's fiscal year ended June 30,2013 was sent by e-mail to the trustees before filing. The trustees were asked to acknowledge receipt of the Form 990 and invited to contact the Foundation's CEO or CFO with any questions or concerns.
IRS990ScheduleO/GeneralExplanation/Explanation1Form 990 and the consolidated financial statements of The Florida Bar Foundation, Inc. and The Florida Bar Foundation Endowment Trust are available to the public upon request or through The Florida Bar Foundation's website. The governing documents of The Florida Bar Foundation Endowment Trust are available upon request in person or by telephone, mail, or e-mail.
IRS990ScheduleO/GeneralExplanation/Explanation2The Florida Bar Foundation Endowment Trust's financial statements are consolidated with The Florida Bar Foundation's financial statements. The consolidated financial statements are audited by independent accountants. The Finance and Audit Committee of The Florida Bar Foundation, Inc. has oversight responsibility for the audit and selection of the independent auditors as the Endowment Trust has no committees.
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IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Line 8b and Part XII, Line 2c:
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IRS990ScheduleR/Form990ScheduleRPartVII/Explanation0The Florida Bar Foundation Endowment Trust ("The Endowment") has no employees or separate facilities. The related organization (The Florida Bar Foundation, Inc.) performs the Endowment's limited fiscal and administrative activities, including collecting contributions made to The Endowment and transferring the cash to The Endowment's investment accounts, performing fundraising activities and performing management and accounting functions. The related organization does not charge the organization for these limited services and pays the investment and management accounting fees incurred by the endowment.
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ReturnHeader/Officer/Title0Chief Financial Officer
ReturnHeader/PreparerFirm/EIN0593651466
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CROSS FERNANDEZ & RILEY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10201 S ORANGE AVE SUITE 800
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ORLANDO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0328013421
ReturnHeader/Preparer/Name0Anne-Marie Barrett CPA
ReturnHeader/Preparer/Phone04078416930
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-05-14T10:58:39-05:00

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,338,436
Liabilities
$11,801
Net assets
$7,326,635
Revenue
-
Expenses
$47,047
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.15$0.02$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.67$0.00$6.67$0.27$0.01$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.16$0.00$6.16$0.19$0.02$0.17
2022Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.35$0.02$0.33
2021Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.39$0.02$0.36
2020Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.29$0.02$0.27
2019Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.19$0.02$0.17
2018Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.21$0.02$0.19
2017Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.23$2.21$1.99
2016Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.18$1.87$1.69
2015Detailed filing. Detailed filing data is available for this year.$8.19$0.01$8.18$0.41$0.03$0.38
2014Detailed filing. Detailed filing data is available for this year.$8.14$0.01$8.13$0.69$0.04$0.66
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.34$0.01$7.33$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.74$0.02$6.72$0.06
2011Summary only. Only limited summary data is available for this year.$6.92$0.01$6.91$0.70$0.13$0.57
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $5M-$10M nonprofits