Civic Intelligence

The Community Foundation - Martin / St Lucie Inc

990 • Fiscal year 2019 • EIN 65-0024030

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 06, 2020

Organization ProfileWWW.THECOMMUNITYFOUNDATIONMARTINSTLUCIE.ORG
851 SE Monterey Commons BlvdStuart, FL 34994

(772) 288-3795

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.03x

Higher debt load relative to revenue than 13% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

49th percentile

$173,500

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

82nd percentile

19%

Faster asset growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

201%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$19,972,388

Up $3,132,412 (+19%) from 2018

Net Assets

Up

$19,789,972

Up $3,216,268 (+19%) from 2018

Liabilities

Down

$182,416

Down $83,856 (-31%) from 2018

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin92nd percentile

Revenue

Up

$5,654,461

Up $3,778,055 (+201%) from 2018

Expenses

Up

$2,577,798

Up $908,852 (+54%) from 2018

Net Income

Up

$3,076,663

Up $2,869,203 (+1383%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$80M$60M$40M$20M$0Assets 2010: $3,036,453Liabilities 2010: $0Net Assets 2010: $3,036,4532010Assets 2011: $3,952,014Liabilities 2011: $0Net Assets 2011: $3,952,0142011Assets 2012: $3,824,978Liabilities 2012: $0Net Assets 2012: $3,824,9782012Assets 2013: $3,769,204Liabilities 2013: $0Net Assets 2013: $3,769,2042013Assets 2014: $3,736,483Liabilities 2014: $0Net Assets 2014: $3,736,4832014Assets 2015: $7,224,485Liabilities 2015: $3,994Net Assets 2015: $7,220,4912015Assets 2016: $14,862,313Liabilities 2016: $1,492Net Assets 2016: $14,860,8212016Assets 2017: $15,932,390Liabilities 2017: $164,866Net Assets 2017: $15,767,5242017Assets 2018: $16,839,976Liabilities 2018: $266,272Net Assets 2018: $16,573,7042018Assets 2019: $19,972,388Liabilities 2019: $182,416Net Assets 2019: $19,789,9722019Assets 2020: $21,880,926Liabilities 2020: $351,701Net Assets 2020: $21,529,2252020Assets 2021: $30,425,474Liabilities 2021: $477,236Net Assets 2021: $29,948,2382021Assets 2022: $27,568,977Liabilities 2022: $1,037,454Net Assets 2022: $26,531,5232022Assets 2023: $40,405,386Liabilities 2023: $1,259,426Net Assets 2023: $39,145,9602023Assets 2024: $58,468,562Liabilities 2024: $1,358,256Net Assets 2024: $57,110,3062024Assets 2025: $63,593,879Liabilities 2025: $1,214,169Net Assets 2025: $62,379,7102025

Highlighted filing

2019

Assets$19,972,388
Liabilities$182,416
Net Assets$19,789,972
Open 2019 Filing

Operations Trend

Revenue Growth97th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $626,2722010Expenses 2011: $342,5682011Expenses 2012: $300,9162012Expenses 2013: $680,1702013Revenue 2014: $508,340Expenses 2014: $541,061Net Income 2014: -$32,7212014Revenue 2015: $3,883,931Expenses 2015: $622,066Net Income 2015: $3,261,8652015Revenue 2016: $8,621,870Expenses 2016: $585,262Net Income 2016: $8,036,6082016Revenue 2017: $641,176Expenses 2017: $1,172,767Net Income 2017: -$531,5912017Revenue 2018: $1,876,406Expenses 2018: $1,668,946Net Income 2018: $207,4602018Revenue 2019: $5,654,461Expenses 2019: $2,577,798Net Income 2019: $3,076,6632019Revenue 2020: $6,412,301Expenses 2020: $3,342,633Net Income 2020: $3,069,6682020Revenue 2021: $9,566,377Expenses 2021: $4,886,078Net Income 2021: $4,680,2992021Revenue 2022: $7,794,178Expenses 2022: $5,803,941Net Income 2022: $1,990,2372022Revenue 2023: $15,025,738Expenses 2023: $4,016,379Net Income 2023: $11,009,3592023Revenue 2024: $20,915,805Expenses 2024: $6,599,534Net Income 2024: $14,316,2712024Revenue 2025: $10,517,016Expenses 2025: $8,560,815Net Income 2025: $1,956,2012025

Highlighted filing

2019

Revenue$5,654,461
Expenses$2,577,798
Net Income$3,076,663
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 6, 2020
Return Version
2018v3.1
Gross Receipts
$9,604,829
Mission and Program Overview

Mission

The mission of the community foundation - martin/st. Lucie, inc. Is to inspire philanthropy through the establishment of charitable giving funds to impact communities across the united states and around the globe.

The community foundation - martin/st. Lucie, inc. Is engaged in carrying out the philanthropic desires and intentions of our donors/fundholders by providing assistance to facilitate contributions to charitable organizations and educational institutions. Assistance provided may include research, vetting of charities and follow up reporting to ensure impact and use of contributions/grant funds. By successfully investing our clients' charitable assets the community foundation preserves and works to grow community capital in perpetuity. We assist our living fund holders by navigating the landscape of charitable organizations in the region and throughout the united states so that they can make high impact, well-structured gifts that better the lives of others. The community foundation honors the intentions and interests of deceased fundholders through grant making activities based on their wishes and guidelines.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$16,195,895$19,404,154▲ $3,208,259
Savings and Temporary Cash Investments$622,659$490,387▼ $132,272
Prepaid Expenses and Deferred Charges$16,206$60,888▲ $44,682
Land, Buildings, and Equipment, Net$5,216$16,959▲ $11,743
Total Assets$16,839,976$19,972,388▲ $3,132,412
Liabilities
Grants Payable$238,103$153,205▼ $84,898
Accounts Payable and Accrued Expenses$28,169$29,211▲ $1,042
Total Liabilities$266,272$182,416▼ $83,856
Net Assets / Fund Balance
Unrestricted Net Assets$13,066,295$13,469,077▲ $402,782
Temporarily Rstr Net Assets$1,750,538$4,564,024▲ $2,813,486
Permanently Rstr Net Assets$1,756,871$1,756,871→ $0
Total Net Assets Fund Balance$16,573,704$19,789,972▲ $3,216,268
Total Liabilities and Net Assets / Fund Balance$16,839,976$19,972,388▲ $3,132,412

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,435$1,908$10,343
Equipment$8,524$1,167$9,691
Other Securities$506,701--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$13,217,591$0▲ $682,237-$13,102,071
2017$13,035,186-▲ $956,324-$13,217,591
2016$12,512,827$164,461▲ $1,022,564-$13,035,186
2015$5,094,824$8,181,870▼ $59,510$441,121$12,512,827
2014$1,742,477$3,081,544▲ $588,023$116,113$5,094,824
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth BarbellaPresident & CEOFT$152,800$20,700$173,500

Board Members and Trustees

NameTitle
Ellyn StevensonBoard Chair, Director
Ken NormanImmediate Past Chair, Director
Jack FordeVice Chair
John DoodyVice Chair
Brian FossDirector
Gytha Von AldenbruckDirector
Kate FreihoferDirector
Michael KellyDirector
Nancy Crowder-mccoyDirector
Theora WebbDirector
W Scott WadeSecretary, Director
Joseph PaskoskiTreasurer, Director
Revenue and Support

Revenue Composition

Contributions and Grants
$4,544,478
Program Service Revenue
$0
Investment Income
$760,666
Other Revenue
$349,317
All Other Contributions
$4,544,478
Change in Net Assets
$3,076,663

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded8$507,583Fair Market Value
Total Noncash Contributions8$507,583-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,654,461
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$139,605
Total Revenue per Audited Statements
$5,794,066
Total Revenue per Form 990
$5,654,461
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,641,811
Other Expenses$625,017
Salaries, Compensation, and Employee Benefits$310,970
Total Fundraising Expense$23,160
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,352,438--$1,352,438
Fees for Services Management$349,317--$349,317
Grants to Domestic Individuals$289,373--$289,373
Current Officers, Directors, Trustees, and Key Employees$106,960$38,200$7,640$152,800
Other Salaries and Wages$85,438$30,514$6,103$122,055
Advertising$67,285$3,738$3,738$74,761
Fees for Services Accounting$42,770$15,275$3,055$61,100
Conferences and Meetings$40,044$13,348-$53,392
Occupancy$23,144$7,715-$30,859
Payroll Taxes$13,473$4,812$962$19,247
Other Employee Benefits$11,808$4,217$843$16,868
Office Expenses$11,470$4,096$819$16,385
Information Technology$7,852--$7,852
Other Expenses$2,500$0$0$2,500
Insurance-$1,876-$1,876
Total Functional Expenses$2,424,102$130,536$23,160$2,577,798

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,577,798
Total Expenses per Audited Statements$2,577,798
Total Expenses per Form 990$2,577,798
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
HIBISCUS CHILDREN'S CENTERJensen Beach, FL501(c)(3)Operating and Program Support$190,257
Tykes & Teens IncPalm City, FL501(c)(3)Operating and Program Support$100,000
Jesus House of Hope IncStuart, FL501(c)(3)Operating and Program Support$95,605
Union Grove Campground AssociationCumberland, MD501(c)(3)Operating and Program Support$86,252
Project Lift IncPalm City, FL501(c)(3)Operating and Program Support$54,491
Aabc FoundationPerkiomenville, PA501(c)(3)Operating and Program Support$50,000
Ocean Research & Conservation AssociationFt Pierce, FL501(c)(3)Operating and Program Support$50,000
The Arc of Martin County IncStuart, FL501(c)(3)Operating and Program Support$36,660
ALZHEIMER'S COMMUNITY CAREWest Palm Beach, FL501(c)(3)Operating and Program Support$32,500
Florida Oceanographic SocietyStuart, FL501(c)(3)Operating and Program Support$25,500
Tykes & Teens IncPalm City, FL501(c)(3)Operating and Program Support$25,500
Boys & Girls Clubs of Martin CountyHobe Sound, FL501(c)(3)Operating and Program Support$25,000
Helping People SucceedJensen Beach, FL501(c)(3)Operating and Program Support$25,000
Historical Society of Martin Countyelliott MuseumStuart, FL501(c)(3)Operating and Program Support$25,000
Arts Council of Martin CountyStuart, FL501(c)(3)Operating and Program Support$20,000
Environmental Studies Council IncJensen Beach, FL501(c)(3)Operating and Program Support$20,000
Martin Health Foundation IncStuart, FL501(c)(3)Operating and Program Support$20,000
Roundtable of St Lucie County IncPort St Lucie, FL501(c)(3)Operating and Program Support$20,000
Florida Oceanographic SocietyStuart, FL501(c)(3)Operating and Program Support$15,000
Centenary United Methodist ChurchCumberland, MD501(c)(3)Operating and Program Support$14,279
Boys & Girls Club of St Lucie CountyFort Pierce, FL501(c)(3)Operating and Program Support$12,000
Light of the World CharitiesStuart, FL501(c)(3)Operating and Program Support$11,000
Martin County Board of County CommissionersStuart, FL501(c)(3)Operating and Program Support$10,670
The Inner Truth ProjectPort St Lucie, FL501(c)(3)Operating and Program Support$10,500
Florida Oceanographic SocietyStuart, FL501(c)(3)Operating and Program Support$10,000
Historical Society of Martin County IncStuart, FL501(c)(3)Operating and Program Support$10,000
Humane Society of the Treasure Coast IncPalm City, FL501(c)(3)Operating and Program Support$10,000
Jesus House of Hope IncStuart, FL501(c)(3)Operating and Program Support$10,000
Lifebuilders of the Treasure Coast IncFort Pierce, FL501(c)(3)Operating and Program Support$10,000
Lifebuilders of the Treasure Coast IncFort Pierce, FL501(c)(3)Operating and Program Support$10,000
Martin Health Foundation IncStuart, FL501(c)(3)Operating and Program Support$10,000
Martin Health Foundation IncStuart, FL501(c)(3)Operating and Program Support$10,000
Project Lift IncPalm City, FL501(c)(3)Operating and Program Support$10,000
Roundtable of St Lucie County IncPort St Lucie, FL501(c)(3)Operating and Program Support$10,000
Light of the World CharitiesStuart, FL501(c)(3)Operating and Program Support$9,500
Council on Aging of Martin County IncStuart, FL501(c)(3)Operating and Program Support$7,615
The Salvation ArmyAtlanta, GA501(c)(3)Operating and Program Support$7,615
The Salvation Army of Martin CountyStuart, FL501(c)(3)Operating and Program Support$7,615
Healthy Start Coalition of St Lucie County IncFort Pierce, FL501(c)(3)Operating and Program Support$7,500
Healthy Start Coalition of St Lucie County IncFort Pierce, FL501(c)(3)Operating and Program Support$7,000
Arts Council of Martin CountyStuart, FL501(c)(3)Operating and Program Support$6,000
Aclu Foundation of FloridaMiami, FL501(c)(3)Operating and Program Support$5,000
Council on Aging of Martin County IncStuart, FL501(c)(3)Operating and Program Support$5,000
Historical Society of Martin County IncStuart, FL501(c)(3)Operating and Program Support$5,000
Light of the World CharitiesStuart, FL501(c)(3)Operating and Program Support$5,000
Martin County Healthy Start CoalitionStuart, FL501(c)(3)Operating and Program Support$5,000
Martin Health Foundation IncStuart, FL501(c)(3)Operating and Program Support$5,000
Planned Parenthood of South Florida & the Treasure CoastWest Palm Beach, FL501(c)(3)Operating and Program Support$5,000
Roundtable of St Lucie County IncPort St Lucie, FL501(c)(3)Operating and Program Support$5,000
United Way of Martin CountyStuart, FL501(c)(3)Operating and Program Support$5,000
United Way of Martin CountyStuart, FL501(c)(3)Operating and Program Support$5,000
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
Audit committee
Yes
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
Yes
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

Form 990, Part VI, Section B, Line 11B

“The board of directors has designated the board finance & audit committee to preliminarily review the annual form 990. Once reviewed and approved by the board finance & audit committee the form 990 is forwarded to the full board for review, approval prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is signed annually by the board members, committee members and staff. The board and staff are required to disclose any possible conflicts of interest at each board meeting so as to consistently monitor and enforce compliance.”

Form 990, Part VI, Section B, Line 15A

“The compensation for the president/ceo is determined annually by the board of directors. Industry consultation data provided by the florida philanthropic network, national council of foundations and the association of florida community foundations is used as guidance as well as the president/ceo's performance in the previous twelve months.”

Form 990, Part VI, Section C, Line 19

“All governing documents, policies and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Community Foundation -
EIN
65-0024030
Phone
7722883795
Address
851 SE MONTEREY COMMONS BLVD, STUART, FL 34994

Signing Officer

Name
Ellyn Stevenson
Title
Chairman
Phone
7722879995
Signed
2020-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ellyn Stevenson
Formed
1988
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
12
Employees
3
Volunteers
24

Preparer

Firm
Hill Barth & King LLC
Address
1000 SE MONTEREY COMM BLVD STE 101, STUART, FL 34996
Preparer
Richard P Mishock
Phone
7722874480
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“No change to oversight or selection process during the tax year.”

Financial Statement Notes

PART V, LINE 4:

“The endowment funds distribute annual contributions to 501(c)(3) organizations that have been recommended by donors and approved by the organizations's board of directors.”

PART X, LINE 2:

“The foundation is a not-for-profit corporation that is exempt from income taxes under section 501(c)(3) of the internal revenue code.”

Raw XML AppendixShowing 400 of 1,034 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/ActivityOrMissionDesc0THE COMMUNITY FOUNDATION - MARTIN/ST. LUCIE, INC. IS ENGAGED IN CARRYING OUT THE PHILANTHROPIC DESIRES AND INTENTIONS OF OUR DONORS/FUNDHOLDERS BY PROVIDING ASSISTANCE TO FACILITATE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS. ASSISTANCE PROVIDED MAY INCLUDE RESEARCH, VETTING OF CHARITIES AND FOLLOW UP REPORTING TO ENSURE IMPACT AND USE OF CONTRIBUTIONS/GRANT FUNDS. BY SUCCESSFULLY INVESTING OUR CLIENTS' CHARITABLE ASSETS THE COMMUNITY FOUNDATION PRESERVES AND WORKS TO GROW COMMUNITY CAPITAL IN PERPETUITY. WE ASSIST OUR LIVING FUND HOLDERS BY NAVIGATING THE LANDSCAPE OF CHARITABLE ORGANIZATIONS IN THE REGION AND THROUGHOUT THE UNITED STATES SO THAT THEY CAN MAKE HIGH IMPACT, WELL-STRUCTURED GIFTS THAT BETTER THE LIVES OF OTHERS. THE COMMUNITY FOUNDATION HONORS THE INTENTIONS AND INTERESTS OF DECEASED FUNDHOLDERS THROUGH GRANT MAKING ACTIVITIES BASED ON THEIR WISHES AND GUIDELINES.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
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IRS990/Form990PartVIISectionAGrp/PersonNm0ELLYN STEVENSON
IRS990/Form990PartVIISectionAGrp/PersonNm1JOSEPH PASKOSKI
IRS990/Form990PartVIISectionAGrp/PersonNm2W SCOTT WADE
IRS990/Form990PartVIISectionAGrp/PersonNm3KEN NORMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4BRIAN FOSS
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm6NANCY CROWDER-MCCOY
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN DOODY
IRS990/Form990PartVIISectionAGrp/PersonNm8GYTHA VON ALDENBRUCK
IRS990/Form990PartVIISectionAGrp/PersonNm9JACK FORDE
IRS990/Form990PartVIISectionAGrp/PersonNm10THEORA WEBB
IRS990/Form990PartVIISectionAGrp/PersonNm11KATE FREIHOFER
IRS990/Form990PartVIISectionAGrp/PersonNm12ELIZABETH BARBELLA
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PAST CHAIR, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT & CEO
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE COMMUNITY FOUNDATION MARTIN ST. LUCIE IS TO INSPIRE PHILANTHROPY THROUGH THE ESTABLISHMENT OF CHARITABLE GIVING FUNDS TO IMPACT COMMUNITIES ACROSS THE UNITED STATES AND AROUND THE GLOBE.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
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IRS990/OtherExpensesGrp/ProgramServicesAmt12500
IRS990/OtherExpensesGrp/TotalAmt026975
IRS990/OtherExpensesGrp/TotalAmt12500
IRS990/OtherRevenueMiscGrp/BusinessCd0541610
IRS990/OtherRevenueMiscGrp/Desc0PHILANTHROPIC ADVISORY FEES
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IRS990/OtherRevenueTotalAmt0349317
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt06103
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt030514
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt085438
IRS990/OtherSalariesAndWagesGrp/TotalAmt0122055
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0962
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04812
IRS990/PayrollTaxesGrp/ProgramServicesAmt013473
IRS990/PayrollTaxesGrp/TotalAmt019247
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01756871
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01756871
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016206
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt060888
IRS990/PrincipalOfficerNm0ELLYN STEVENSON
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01003081
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0915408
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IRS990/PYOtherExpensesAmt0497888
IRS990/PYOtherRevenueAmt0308829
IRS990/PYProgramServiceRevenueAmt00
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IRS990/PYTotalExpensesAmt01668946
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01876406
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03076663
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0622659
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0490387
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0329825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015376
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0517739
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06410500
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0279799
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0242753
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0180843
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0103523
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01118060
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.43600
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0329825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015376
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0517739
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06410500
IRS990ScheduleA/TotalSupportAmt07528560
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.82870
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0234742
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt013217591
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt013102071
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0563015
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0682237
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0242699
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt013035186
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt013217591
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0531220
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0956324
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0229164
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt012512827
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0164461
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt013035186
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0435502
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01022564
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05094824
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt08181870
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt012512827
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0119510
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-59510
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0441121
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0117542
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01742477
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt03081544
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05094824
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt083565
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0588023
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0116113
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0948574
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0430720
IRS990ScheduleD/DonorAdvisedFundsHeldCnt027
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt02260072
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt08524
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01167
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09691
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02577798
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IRS990ScheduleD/NetUnrealizedGainsInvstAmt0139605
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08435
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01908
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010343
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt015878

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,972,388
Liabilities
$182,416
Net assets
$19,789,972
Revenue
$5,654,461
Expenses
$2,577,798
Net income
$3,076,663
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$63.6$1.21$62.4$10.5$8.56$1.96
2024Detailed filing. Detailed filing data is available for this year.$58.5$1.36$57.1$20.9$6.60$14.3
2023Detailed filing. Detailed filing data is available for this year.$40.4$1.26$39.1$15.0$4.02$11.0
2022Detailed filing. Detailed filing data is available for this year.$27.6$1.04$26.5$7.79$5.80$1.99
2021Detailed filing. Detailed filing data is available for this year.$30.4$0.48$29.9$9.57$4.89$4.68
2020Detailed filing. Detailed filing data is available for this year.$21.9$0.35$21.5$6.41$3.34$3.07
2019Detailed filing. Detailed filing data is available for this year.$20.0$0.18$19.8$5.65$2.58$3.08
2018Summary only. Only limited summary data is available for this year.$16.8$0.27$16.6$1.88$1.67$0.21
2017Detailed filing. Detailed filing data is available for this year.$15.9$0.16$15.8$0.64$1.17$0.53
2016Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$8.62$0.59$8.04
2015Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$3.88$0.62$3.26
2014Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.51$0.54$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$0.00$3.77$0.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.82$0.00$3.82$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$0.00$3.95$0.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.00$3.04$0.63
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $10M-$25M nonprofits