Civic Intelligence

The Community Foundation - Martin / St Lucie Inc

990 • Fiscal year 2021 • EIN 65-0024030

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 04, 2022

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

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.05x

Higher debt load relative to revenue than 15% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

86th percentile

49%

Higher net margin than 86% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

34th percentile

$191,192

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

89th percentile

39%

Faster asset growth than 89% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

49%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$30,425,474

Up $8,544,548 (+39%) from 2020

Net Assets

Up

$29,948,238

Up $8,419,013 (+39%) from 2020

Liabilities

Up

$477,236

Up $125,535 (+36%) from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin86th percentile

Revenue

Up

$9,566,377

Up $3,154,076 (+49%) from 2020

Expenses

Up

$4,886,078

Up $1,543,445 (+46%) from 2020

Net Income

Up

$4,680,299

Up $1,610,631 (+52%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2021

Assets$30,425,474
Liabilities$477,236
Net Assets$29,948,238
Open 2021 Filing

Operations Trend

Revenue Growth79th 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

2021

Revenue$9,566,377
Expenses$4,886,078
Net Income$4,680,299
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 4, 2022
Return Version
2020v4.2
Gross Receipts
$15,215,378
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 fundholders 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 in Publicly Traded Securities$19,274,169$27,792,617▲ $8,518,448
Savings and Temporary Cash Investments$1,442,002$1,705,533▲ $263,531
Investments Other Securities$477,947$625,477▲ $147,530
Cash and Non-Interest-Bearing Accounts$662,478$242,395▼ $420,083
Prepaid Expenses and Deferred Charges$10,048$47,848▲ $37,800
Land, Buildings, and Equipment, Net$14,282$11,604▼ $2,678
Total Assets$21,880,926$30,425,474▲ $8,544,548
Liabilities
Other Liabilities$226,536$410,885▲ $184,349
Accounts Payable and Accrued Expenses$79,055$65,101▼ $13,954
Unsecured Notes Loans Payable$46,110$0▼ $46,110
Grants Payable$0$1,250▲ $1,250
Total Liabilities$351,701$477,236▲ $125,535
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,038,508$22,404,219▲ $7,365,711
Net Assets With Donor Restrictions$6,490,717$7,544,019▲ $1,053,302
Total Net Assets Fund Balance$21,529,225$29,948,238▲ $8,419,013
Total Liabilities and Net Assets / Fund Balance$21,880,926$30,425,474▲ $8,544,548

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,842$4,501$10,343
Equipment$5,762$3,152$8,914

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$12,902,825$37,000▲ $3,060,492-$15,112,170
2019$13,102,070$125▲ $228,253-$12,902,825
2018$13,217,591-▲ $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
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth BarbellaPresident & CEOFT$173,100$18,092$191,192

Board Members and Trustees

NameTitle
Ellyn StevensonChair
Kenneth a NormanImmediate Past Chair
Jack FordeVice Chair
John DoodyVice Chair
Brian E FossDirector
Gytha Von AldenbruckDirector
Kate FreihoferDirector
Linda HoustonDirector
Michael a KellyDirector
Nancy Crowder-mccoyDirector
Tom LytleDirector
Theora G WebbSecretary
Joseph J Paskoski IiiTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Spot On Strategies LLCStrategic Planning For Grantees3901 NE SUGARHILL AVENUE, Jensen Beach, FL 34957$147,500
Revenue and Support

Revenue Composition

Contributions and Grants
$7,716,714
Program Service Revenue
$0
Investment Income
$1,388,627
Other Revenue
$461,036
All Other Contributions
$7,670,604
Change in Net Assets
$4,680,299

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded20$3,542,985Fair Market Value
Total Noncash Contributions20$3,542,985-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,403,546
Revenue Not Reported on Financial Statements
$162,831
Revenue Not Reported on Form 990
$3,738,714
Total Revenue per Audited Statements
$13,142,260
Total Revenue per Form 990
$9,566,377
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,200,492
Other Expenses$1,331,537
Salaries, Compensation, and Employee Benefits$354,049
Total Fundraising Expense$22,877
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,995,652--$2,995,652
Fees for Services Management$429,337--$429,337
Grants to Domestic Individuals$204,840--$204,840
Current Officers, Directors, Trustees, and Key Employees$127,210$45,432$9,086$181,728
Fees for Service Investment Mgmnt Fees-$162,831-$162,831
Other Salaries and Wages$79,414$28,362$5,673$113,449
Fees for Services Accounting$35,095$35,096-$70,191
Advertising$56,043$3,113$3,113$62,269
Occupancy$28,323$9,441-$37,764
Other Employee Benefits$25,932$9,261$1,852$37,045
Information Technology$17,381$6,208$1,242$24,831
Payroll Taxes$15,279$5,457$1,091$21,827
Office Expenses$9,454$3,376$675$13,505
Conferences and Meetings$3,767$1,256-$5,023
Insurance$879$3,517-$4,396
Depreciation Depletion$535$2,142-$2,677
Other Expenses$1,335$333$145$1,668
Interest$74$295-$369
Total Functional Expenses$4,546,358$316,843$22,877$4,886,078

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,886,078
Expenses per Audited Statements$4,723,247
Total Expenses per Audited Statements$4,723,247
Expenses Not Reported on Financial Statements$162,831
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Boys & Girls Club of St Lucie CountyFort Pierce, FL501(c)(3)Operating and Program Support$347,500
Florida Oceanographic SocietyStuart, FL501(c)(3)Operating and Program Support$240,400
Jesus House of Hope IncStuart, FL501(c)(3)Operating and Program Support$186,881
Friends of the Lyric IncStuart, FL501(c)(3)Operating and Program Support$165,000
Safespace IncStuart, FL501(c)(3)Operating and Program Support$144,197
Light of the World CharitiesStuart, FL501(c)(3)Operating and Program Support$106,500
CHILDREN'S GOLF FOUNDATION INCRiviera Beach, FL501(c)(3)Operating and Program Support$102,500
Martin Health Foundation IncStuart, FL501(c)(3)Operating and Program Support$75,975
Banner Lake Club IncHobe Sound, FL501(c)(3)Operating and Program Support$67,500
Historical Society of Martin County IncStuart, FL501(c)(3)Operating and Program Support$67,500
Council on Aging of Martin County IncStuart, FL501(c)(3)Operating and Program Support$63,319
Project Lift IncPalm City, FL501(c)(3)Operating and Program Support$62,500
Martin County Healthy Start CoalitionStuart, FL501(c)(3)Operating and Program Support$57,516
Roundtable of St Lucie County IncPort St Lucie, FL501(c)(3)Operating and Program Support$57,000
The Arc of Martin County IncStuart, FL501(c)(3)Operating and Program Support$51,018
C R Jrs Chip IncPittsburgh, PA501(c)(3)Operating and Program Support$50,000
Ocean Research & Conservation AssociationFort Pierce, FL501(c)(3)Operating and Program Support$50,000
Boys & Girls Club of Martin CountyHobe Sound, FL501(c)(3)Operating and Program Support$49,000
First Tee of New Hampshire IncNorth Hampton, NH501(c)(3)Operating and Program Support$45,000
TOWN OF SEWALL'S POINTStuart, FL501(c)(3)Operating and Program Support$40,000
Hands of St Lucie CountyFort Pierce, FL501(c)(3)Operating and Program Support$37,171
Pace Center for Girls Treasure CoastFort Pierce, FL501(c)(3)Operating and Program Support$36,000
Mustard Seed Ministries of Fort Pierce IncFort Pierce, FL501(c)(3)Operating and Program Support$34,640
Guardians for New FuturesPort St Lucie, FL501(c)(3)Operating and Program Support$32,231
Planned Parenthood of South East & North FloridaWest Palm Beach, FL501(c)(3)Operating and Program Support$31,100
Healthy Start Coalition of St Lucie County IncFort Pierce, FL501(c)(3)Operating and Program Support$31,000
Martin County Police Athletic League IncPalm City, FL501(c)(3)Operating and Program Support$27,190
Dunbar Early Learning Center IncHobe Sound, FL501(c)(3)Operating and Program Support$26,750
Hope Center for AutismStuart, FL501(c)(3)Operating and Program Support$26,400
Library Foundation of Martin CountyStuart, FL501(c)(3)Operating and Program Support$26,350
Okeechobee Main Street IncOkeechobee, FL501(c)(3)Operating and Program Support$26,000
Love and Hope in Action IncStuart, FL501(c)(3)Operating and Program Support$25,200
Amazon Conservation TeamArlington, VA501(c)(3)Operating and Program Support$25,000
Lifebuilders of the Treasure Coast IncFort Pierce, FL501(c)(3)Operating and Program Support$25,000
Lindsay School of the Arts IncFort Pierce, FL501(c)(3)Operating and Program Support$25,000
Helping People SucceedJensen Beach, FL501(c)(3)Operating and Program Support$24,975
Arts Council of Martin CountyStuart, FL501(c)(3)Operating and Program Support$18,950
First United Methodist Church of StuartStuart, FL501(c)(3)Operating and Program Support$16,600
Habitat for Humanity of Martin County IncStuart, FL501(c)(3)Operating and Program Support$15,000
Parent to Partent of the Treasure Coast IncPalm City, FL501(c)(3)Operating and Program Support$15,000
New Horizons of the Treasure Coast IncFort Pierce, FL501(c)(3)Operating and Program Support$14,500
The Salvation Army of Martin St Lucie & Okeechobee CountiesStuart, FL501(c)(3)Operating and Program Support$14,460
Centenary United Methodist ChurchCumberland, MD501(c)(3)Operating and Program Support$14,279
ALZHEIMER'S COMMUNITY CAREWest Palm Beach, FL501(c)(3)Operating and Program Support$13,943
Education Foundation of Martin CountyStuart, FL501(c)(3)Operating and Program Support$13,800
Seminole Boosters IncTallahassee, FL501(c)(3)Operating and Program Support$13,000
Big Brothers Big Sisters of Palm Beach & Martin CountyWest Palm Beach, FL501(c)(3)Operating and Program Support$12,000
The Inner Truth ProjectPort St Lucie, FL501(c)(3)Operating and Program Support$12,000
HIBISCUS CHILDREN'S CENTER FOUNDATION INCJensen Beach, FL501(c)(3)Operating and Program Support$11,000
Des Moines School DistrictDes Moines, IA501(c)(3)Operating and Program Support$10,094
Aclu Foundation of FloridaMiami, FL501(c)(3)Operating and Program Support$10,000
Brookgreen GardensPawleys Island, SC501(c)(3)Operating and Program Support$10,000
Chabad Jewish Center of Martin-st Lucie County IncPalm City, FL501(c)(3)Operating and Program Support$10,000
End It CorporationFort Pierce, FL501(c)(3)Operating and Program Support$10,000
Loggerhead Marine Life Center IncJuno Beach, FL501(c)(3)Operating and Program Support$10,000
MARY'S SHELTER OF THE TREASURE COASTStuart, FL501(c)(3)Operating and Program Support$10,000
THE CHILDREN'S MUSEUM OF THE TREASURE COASTStuart, FL501(c)(3)Operating and Program Support$10,000
United Way of St Lucie CountyFort Pierce, FL501(c)(3)Operating and Program Support$10,000
Humane Society of the Treasure Coast IncPalm City, FL501(c)(3)Operating and Program Support$9,787
ST JUDE CHILDREN'S RESEARCH HOSPITALMemphis, TN501(c)(3)Operating and Program Support$9,583
Mariner Sands Chapel IncStuart, FL501(c)(3)Operating and Program Support$9,400
Treasure Coast HospiceStuart, FL501(c)(3)Operating and Program Support$8,450
The Salvation ArmyAtlanta, GA501(c)(3)Operating and Program Support$8,069
American Cancer SocietyTampa, FL501(c)(3)Operating and Program Support$6,387
Shriners Hospitals for ChildrenTampa, FL501(c)(3)Operating and Program Support$5,608
Volunteers in Medicine Clinic IncStuart, FL501(c)(3)Operating and Program Support$5,100
Garrett County Maryland Community Action Committee IncOakland, MD501(c)(3)Operating and Program Support$5,044
CHILDREN'S HOPE ALLIANCEBanner Elk, NC501(c)(3)Operating and Program Support$5,000
Caring Fields Felines IncPalm City, FL501(c)(3)Operating and Program Support$5,000
Family Meals IncFort Pierce, FL501(c)(3)Operating and Program Support$5,000
Fellowship of Christian AthletesKansas City, MO501(c)(3)Operating and Program Support$5,000
Grace Way VillageFort Pierce, FL501(c)(3)Operating and Program Support$5,000
National Jewish HealthDenver, CO501(c)(3)Operating and Program Support$5,000
Prince of Peace Lutheran ChurchStuart, FL501(c)(3)Operating and Program Support$5,000
Save the ChildrenFairfield, CT501(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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Transactions Payable$410,885
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 and 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
Chair
Phone
7722883795
Signed
2022-04-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ellyn Stevenson
Formed
1988
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
13
Employees
3
Volunteers
19

Preparer

Firm
Eisner Advisory Group LLC
Address
505 SOUTH FLAGLER DRIVE SUITE 900, WEST PALM BEACH, FL 33401
Preparer
Thomas a Pence Jr
Phone
5618329292
Supplemental Narrative

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 organization's board of directors.”

PART X, LINE 2:

“The foundation evaluates its uncertain tax positions in accordance with fasb asc 740, income taxes, which states that management's determination of the taxable status of an entity, including its status as a tax-exempt entity, is a tax position subject to the standards required for accounting for uncertainty in income taxes. Management does not believe that the foundation has any significant uncertain tax positions that would be material to the financial statements.”

Raw XML AppendixShowing 400 of 1,275 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 FUNDHOLDERS 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/CYGrantsAndSimilarPaidAmt03200492
IRS990/CYInvestmentIncomeAmt01388627
IRS990/CYOtherExpensesAmt01331537
IRS990/CYOtherRevenueAmt0461036
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt04680299
IRS990/CYSalariesCompEmpBnftPaidAmt0354049
IRS990/CYTotalExpensesAmt04886078
IRS990/CYTotalFundraisingExpenseAmt022877
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt09566377
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02142
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0535
IRS990/DepreciationDepletionGrp/TotalAmt02677
IRS990/Desc0SCHOLARSHIPS AND GRANTSSCHOLARSHIPS ARE AWARDED TO VARIOUS STUDENTS IN THE MARTIN COUNTY, FL COMMUNITY, UNLESS OTHERWISE SPECIFIED BY THE DONOR, FOR HIGHER EDUCATION AND CONTINUING OR ADULT EDUCATION TUITION EXPENSES. FOLLOWING A FORMAL SUBMISSION AND SELECTION PROCESS, SCHOLARSHIPS ARE AWARDED TO INDIVIDUAL STUDENTS AND PAID DIRECTLY TO EDUCATIONAL ORGANIZATIONS OR INSTITUTIONS.GRANTS ARE AWARDED TO ORGANIZATIONS BASED ON DONOR RECOMMENDATIONS. THESE FUNDS ARE GRANTED TO 501(C)(3) ORGANIZATIONS THAT ADDRESS A VARIETY OF FIELDS OF INTEREST AND CAUSES, INCLUDING, BUT NOT LIMITED TO, LITERACY, EDUCATION, CHILDREN, ELDER SERVICES, HEALTH, ARTS CULTURE, ENVIRONMENT AND ANIMAL WELFARE.
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IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
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IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt03
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IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt035096
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt035095
IRS990/FeesForServicesAccountingGrp/TotalAmt070191
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0429337
IRS990/FeesForServicesManagementGrp/TotalAmt0429337
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IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/PersonNm2KENNETH A NORMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3JOSEPH J PASKOSKI III
IRS990/Form990PartVIISectionAGrp/PersonNm4ELLYN STEVENSON
IRS990/Form990PartVIISectionAGrp/PersonNm5THEORA G WEBB
IRS990/Form990PartVIISectionAGrp/PersonNm6NANCY CROWDER-MCCOY
IRS990/Form990PartVIISectionAGrp/PersonNm7BRIAN E FOSS
IRS990/Form990PartVIISectionAGrp/PersonNm8KATE FREIHOFER
IRS990/Form990PartVIISectionAGrp/PersonNm9LINDA HOUSTON
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHAEL A KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm11TOM LYTLE
IRS990/Form990PartVIISectionAGrp/PersonNm12GYTHA VON ALDENBRUCK
IRS990/Form990PartVIISectionAGrp/PersonNm13ELIZABETH BARBELLA
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT & CEO
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/GrantAmt03200492
IRS990/GrantsPayableGrp/BOYAmt00
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IRS990/GrantsToOrganizationsInd01
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IRS990/GrossReceiptsAmt015215378
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06208
IRS990/InformationTechnologyGrp/ProgramServicesAmt017381
IRS990/InformationTechnologyGrp/TotalAmt024831
IRS990/InsuranceGrp/ManagementAndGeneralAmt03517
IRS990/InsuranceGrp/ProgramServicesAmt0879
IRS990/InsuranceGrp/TotalAmt04396
IRS990/InterestGrp/ManagementAndGeneralAmt0295
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IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0625477
IRS990/InvestmentsPubTradedSecGrp/BOYAmt019274169
IRS990/InvestmentsPubTradedSecGrp/EOYAmt027792617
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07653
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014282
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011604
IRS990/LandBldgEquipCostOrOtherBssAmt019257
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05649001
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt021529225
IRS990/NetAssetsOrFundBalancesEOYAmt029948238
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0984049
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0984049
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03738714
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt015038508
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt022404219
IRS990/NoncashContributionsAmt03542985
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt09441
IRS990/OccupancyGrp/ProgramServicesAmt028323
IRS990/OccupancyGrp/TotalAmt037764
IRS990/OfficeExpensesGrp/FundraisingAmt0675
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03376
IRS990/OfficeExpensesGrp/ProgramServicesAmt09454
IRS990/OfficeExpensesGrp/TotalAmt013505
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01852
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09261
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt025932
IRS990/OtherEmployeeBenefitsGrp/TotalAmt037045
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPORT
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0145
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0723
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1333
IRS990/OtherExpensesGrp/ProgramServicesAmt0513786
IRS990/OtherExpensesGrp/ProgramServicesAmt12022
IRS990/OtherExpensesGrp/ProgramServicesAmt21335
IRS990/OtherExpensesGrp/TotalAmt0513786
IRS990/OtherExpensesGrp/TotalAmt12890
IRS990/OtherExpensesGrp/TotalAmt21668
IRS990/OtherLiabilitiesGrp/BOYAmt0226536
IRS990/OtherLiabilitiesGrp/EOYAmt0410885
IRS990/OtherRevenueMiscGrp/BusinessCd0541610
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0PHILANTHROPIC ADVISORY FEES
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0429337
IRS990/OtherRevenueMiscGrp/ExclusionAmt131699
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0429337
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt131699
IRS990/OtherRevenueTotalAmt0461036
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt05673
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt028362
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt079414
IRS990/OtherSalariesAndWagesGrp/TotalAmt0113449
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01091
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05457
IRS990/PayrollTaxesGrp/ProgramServicesAmt015279
IRS990/PayrollTaxesGrp/TotalAmt021827
IRS990/PoliticalCampaignActyInd00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt047848
IRS990/PrincipalOfficerNm0ELLYN STEVENSON
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04303135
IRS990/PYExcessBenefitTransInd00
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IRS990/PYOtherExpensesAmt0925053
IRS990/PYOtherRevenueAmt0395016
IRS990/PYProgramServiceRevenueAmt00
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IRS990/PYTotalExpensesAmt03342633
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06412301
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04680299
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01442002
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01705533
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04303135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04544479
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01003081
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0329825
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0404578
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0408472
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0330998
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0279799
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0242753
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01666600
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68530
IRS990ScheduleA/PublicSupportPY170Pct00.71630
IRS990ScheduleA/PublicSupportTotal170Amt013406808
IRS990ScheduleA/SubstantialContributorsTotAmt04490426
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07716714
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04303135
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04544479
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01003081
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0329825
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt017897234
IRS990ScheduleA/TotalSupportAmt019563834
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/BoardDesignatedBalanceEOYPct00.82542
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0252048
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt012902825
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt037000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt015112170
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0636099
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03060492
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0231156
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt013102070

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,425,474
Liabilities
$477,236
Net assets
$29,948,238
Revenue
$9,566,377
Expenses
$4,886,078
Net income
$4,680,299
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

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