Civic Intelligence

The Community Foundation Trust of Sarasota County

990 • Fiscal year 2017 • EIN 65-0173371

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 21, 2017

Organization ProfileWWW.CFSARASOTA.ORG
2635 Fruitville RoadSarasota, FL 34237

(941) 955-3000

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.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

36th percentile

0.13x

Higher debt load relative to revenue than 36% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

66th percentile

9.1%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

79th percentile

$299,093

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

54th percentile

5.8%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

109%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$20,650,129

Up $1,132,338 (+5.8%) from 2016

Net Assets

Up

$20,441,670

Up $1,121,504 (+5.8%) from 2016

Liabilities

Up

$208,459

Up $10,834 (+5.5%) from 2016

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin66th percentile

Revenue

Up

$1,552,147

Up $811,093 (+109%) from 2016

Expenses

Up

$1,411,660

Up $23,942 (+1.7%) from 2016

Net Income

Up

$140,487

Up $787,151 (+122%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$40M$30M$20M$10M$0Assets 2010: $33,127,319Liabilities 2010: $362,714Net Assets 2010: $32,764,6052010Assets 2011: $37,338,755Liabilities 2011: $1,091,900Net Assets 2011: $36,246,8552011Assets 2012: $39,732,101Liabilities 2012: $859,011Net Assets 2012: $38,873,0902012Assets 2013: $20,032,458Liabilities 2013: $168,650Net Assets 2013: $19,863,8082013Assets 2014: $21,058,733Liabilities 2014: $242,403Net Assets 2014: $20,816,3302014Assets 2015: $21,027,769Liabilities 2015: $222,984Net Assets 2015: $20,804,7852015Assets 2016: $19,517,791Liabilities 2016: $197,625Net Assets 2016: $19,320,1662016Assets 2017: $20,650,129Liabilities 2017: $208,459Net Assets 2017: $20,441,6702017Assets 2018: $20,862,644Liabilities 2018: $284,836Net Assets 2018: $20,577,8082018Assets 2019: $13,975,188Liabilities 2019: $166,139Net Assets 2019: $13,809,0492019Assets 2020: $13,582,319Liabilities 2020: $123,454Net Assets 2020: $13,458,8652020Assets 2021: $16,358,765Liabilities 2021: $100,288Net Assets 2021: $16,258,4772021Assets 2022: $13,384,848Liabilities 2022: $35,265Net Assets 2022: $13,349,5832022Assets 2023: $13,962,909Liabilities 2023: $53,054Net Assets 2023: $13,909,8552023Assets 2024: $14,804,667Liabilities 2024: $218,946Net Assets 2024: $14,585,7212024Assets 2025: $15,494,610Liabilities 2025: $7,250Net Assets 2025: $15,487,3602025

Highlighted filing

2017

Assets$20,650,129
Liabilities$208,459
Net Assets$20,441,670
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $3,113,5592010Expenses 2011: $3,339,3552011Expenses 2012: $3,058,3402012Expenses 2013: $1,391,9422013Revenue 2014: $1,886,012Expenses 2014: $1,712,151Net Income 2014: $173,8612014Revenue 2015: $1,812,634Expenses 2015: $1,507,515Net Income 2015: $305,1192015Revenue 2016: $741,054Expenses 2016: $1,387,718Net Income 2016: -$646,6642016Revenue 2017: $1,552,147Expenses 2017: $1,411,660Net Income 2017: $140,4872017Revenue 2018: $1,464,933Expenses 2018: $1,608,650Net Income 2018: -$143,7172018Revenue 2019: $993,073Expenses 2019: $7,510,949Net Income 2019: -$6,517,8762019Revenue 2020: $177,735Expenses 2020: $873,671Net Income 2020: -$695,9362020Revenue 2021: $1,500,349Expenses 2021: $1,477,806Net Income 2021: $22,5432021Revenue 2022: $842,866Expenses 2022: $955,796Net Income 2022: -$112,9302022Revenue 2023: $471,292Expenses 2023: $997,079Net Income 2023: -$525,7872023Revenue 2024: $621,115Expenses 2024: $1,232,171Net Income 2024: -$611,0562024Revenue 2025: $827,710Expenses 2025: $902,064Net Income 2025: -$74,3542025

Highlighted filing

2017

Revenue$1,552,147
Expenses$1,411,660
Net Income$140,487
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 21, 2017
Return Version
2016v3.0
Gross Receipts
$9,836,184
Mission and Program Overview

Mission

Community impact powered by philanthropy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,944,909$20,113,995▲ $1,169,086
Investments Other Securities$436,403$457,505▲ $21,102
Savings and Temporary Cash Investments$142,336$78,629▼ $63,707
Total Assets$19,523,648$20,650,129▲ $1,126,481
Liabilities
Grants Payable$184,675$169,550▼ $15,125
Accounts Payable and Accrued Expenses-$38,909-
Total Liabilities$184,675$208,459▲ $23,784
Net Assets / Fund Balance
Unrestricted Net Assets$19,267,613$20,366,772▲ $1,099,159
Permanently Rstr Net Assets$71,360$74,898▲ $3,538
Total Net Assets Fund Balance$19,338,973$20,441,670▲ $1,102,697
Total Liabilities and Net Assets / Fund Balance$19,523,648$20,650,129▲ $1,126,481

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$71,360-▲ $7,443-$74,898
2015$71,284-▲ $126-$71,360
2014$76,750-▼ $1,336-$71,284
2013$76,663-▲ $4,292-$76,750
2012$73,306-▲ $7,490-$76,663
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marlo TurnerPresident/CEOFT-$299,093$299,093
Elizabeth PennewillCFOFT-$196,341$196,341
-SVP, Community InvestmentFT-$165,608$165,608
-SVP, Donor EngagementFT-$133,196$133,196
-Corporate CounselPT-$116,104$116,104
John AnnisTrustee-$68,341-$68,341
Laura SpencerTrustee-$10,842-$10,842
Roxanne G JerdeTrustee-$8,258-$8,258

Board Members and Trustees

NameTitle
Kathleen RobertsBoard Chair
Roxanne G JerdePresident/CEO
Richard GansVice Chair
Audrey ColemanDirector
Barbara FreemanDirector
C J FishmanDirector
Daniel DeleoDirector
Felice SchulanerDirector
Jeffrey R MccurdyDirector
Marilyn ThompsonDirector
Mary Lou WinnickDirector
Michael R PenderDirector
Richard SmithDirector
Rick GomezDirector
Rodney LinfordDirector
Terri VitaleDirector
Victoria LeopoldDirector
William M SeiderDirector
Laura SpencerCFO
Nelle S MillerSecretary
John AnnisSVP, Community Investment
Patrick DorseyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,552,147
Other Revenue
$0
Change in Net Assets
$140,487

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,375,384
Revenue Not Reported on Financial Statements
$176,763
Revenue Not Reported on Form 990
$63,394,675
Other Revenue Adjustments
$176,763
Total Revenue per Audited Statements
$64,770,059
Total Revenue per Form 990
$1,552,147
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$864,161
Other Expenses$547,499
Total Fundraising Expense$92,554
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$609,111--$609,111
Grants to Domestic Individuals$255,050--$255,050
Fees for Services Other$1,188$177,858$1,299$180,345
Fees for Service Investment Mgmnt Fees$337$115,832$369$116,538
Advertising$11,978$11,047$13,101$36,126
Depreciation Depletion$3,370$3,108$3,686$10,164
Other Expenses$2,861$2,639$3,129$8,629
Information Technology$2,708$2,498$2,962$8,168
Conferences and Meetings$2,136$1,970$2,336$6,442
Fees for Services Accounting$1,281$1,181$1,401$3,863
Office Expenses$1,257$1,160$1,375$3,792
Occupancy$1,033$952$1,130$3,115
Insurance$924$852$1,011$2,787
Fees for Services Legal$349$322$382$1,053
Total Functional Expenses$948,779$370,327$92,554$1,411,660

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$39,150,489
Expenses Not Reported on Form 990$38,493,764
Total Expenses per Form 990$1,411,660
Expenses Not Reported on Financial Statements$754,935
Other Expense Adjustments$754,935
Expenses per Audited Statements$656,725
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Foundation of Sarasota County IncSarasota, FL501(c)(3)Scholarships, General Support, Scba General Membership Meeting, Scba Programs, 2016 Giving Challenge, Gocio Elementary - Family Needs, Tuttle Elementary - Family Needs, Edexplore Srq Explorations, Cyd Breakfast, Two-gen and Cglr Programs, Bsn and Beyond Scholarships, Pilot Program With Harvest House and Jfcs$323,600
South County Family Ymca Inc Dba Sky Family YmcaVenice, FL501(c)(3)TO SUPPORT THE "Y READS" VENICE SCHOOLS PROGRAM$41,000
Children First IncSarasota, FL501(c)(3)In Support of the Capital Campaign$40,000
Venice Historic Preservation League Inc Dba Venice Area Historical SocietVenice, FL501(c)(3)CIRCUS TRAIN PROJECT: PURCHASE, RECONFIGURATION, PREPARATION AND INSTALLATION AT THE VENICE DEPOT SITE$36,000
All Faiths Food Bank IncSarasota, FL501(c)(3)Purchase Thanksgiving Turkeys - and Holiday Food for Clients During Christmas and Hanukah$35,000
Library Foundation for Sarasota County IncSarasota, FL501(c)(3)IN SUPPORT OF THE CHILDREN'S LITERACY ENDOWMENT$20,000
South County Food PantryVenice, FL501(c)(3)Holiday Needs for Clients - Food Only$20,000
Gulf Coast Community FoundationVenice, FL501(c)(3)Fpn Challenge Grant - Match Support for Local College Access Network Initiative$12,500
Meals on Wheels of Sarasota IncSarasota, FL501(c)(3)Holiday Needs for Clients - Food Only$10,000
The Players Inc Aka the Players Centre for Performing ArtsSarasota, FL501(c)(3)To Support Education and Outreach Programming for Children in Sarasota and Manatee Counties$7,500
Boys & Girls Clubs of Sarasota County IncSarasota, FL501(c)(3)To Cover the Lifeguards Salaries for the Summer Swim Lessons at the Boys & Girls Clubs$6,500
Venice-nokomis United Methodist ChurchNokomis, FL501(c)(3)For the Child Care Center Needs$6,500
Florida Winefest & Auction IncSarasota, FL501(c)(3)General Support$5,000
Laurel Civic Association IncLaurel, FL501(c)(3)Holiday Needs for Clients - Food Only$5,000
Senior Friendship Centers IncSarasota, FL501(c)(3)Holiday Needs for Clients - Food Only$5,000
St Jude Hispanic-american Catholic ChurchSarasota, FL501(c)(3)Holiday Needs for Clients - Food Only$5,000
United Way Suncoast IncBradenton, FL501(c)(3)TO ASSIST IN THE RENOVATION OF THE "READING ROOM" IN TITLE I ELEMENTARY SCHOOLS$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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“Bylaws amended and restated september 16, 2016 article v- section (12) of the community trust should be eliminated so the trust agreement mirrors the corporate bylaws which does not allow anyone outside of the board to appoint or have a guaranteed seat on the board. The only exception to this rule is that at least one board member shall be a member in good standing of the southwest florida estate planning council, who founded cfsc, and cfsc shall nominate the member from the southwest florida estate planning council.”

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

“The chief financial officer and the president/ceo initially review the return before presenting the return to the audit committee who recommends the final approval to the board of directors before filing the return.”

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

“Annually, board members are required to fill out a conflict of interest questionnaire which is reviewed upon receipt by the president/ceo and corporate council and again during the audit process.”

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

“The board of directors annually reviews and determines the compensation package.”

Form 990, Part VI, Section C, Line 19

“All documents are made available upon request”

Filing and Contact Details

Filer

Filer Name
The Community Foundation Trust of
EIN
65-0173371
Phone
9419553000
Address
2635 FRUITVILLE ROAD, SARASOTA, FL 34237

Signing Officer

Name
Laura Spencer
Title
Chief Financial Officer
Phone
9419553000
Signed
2017-11-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roxanne G Jerde
Formed
1979
Legal Domicile
Fl
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
50

Preparer

Firm
Kerkering Barberio & Co
Address
PO BOX 49348, SARASOTA, FL 34230-6348
Preparer
Rebecca U Stoner
Phone
9413654617
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 6 Volunteers

“The board members are not paid and therefore are considered volunteers. In addition, nonprofit services include volunteers that provide consulting services with nonprofit organizations in the community. Community volunteers also serve on board appointed task forces and committees.”

Form 990, Part IX, Line 11G

“Consulting: program service expenses 1,188. Management and general expenses 1,096. Fundraising expenses 1,299. Total expenses 3,583. Administrative: program service expenses 0. Management and general expenses 176,762. Fundraising expenses 0. Total expenses 176,762.”

FORM 990, PART XI, LINE 9:

“Allocation from related entity 254,573. Rounding 1.”

Form 990, Part XII, Line 2C Audit Review Process

“The process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“To provide grants that enhance the quality of life in sarasota county and surrounding areas.”

PART X, LINE 2:

“Under the income taxes topic of the fasb accounting standards codification, the foundation has reviewed and evaluated the relevant technical merits of each of its tax positions in accordance with accounting principles generally accepted in the united states of america for accounting for uncertainty in income taxes, and determined that there are no uncertain tax positions that would have a material impact on the combined financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Amounts reported on separate 990s by affiliated entities 62,687,039.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Administrative fees netted with revenue on financial statement 176,762. Rounding 1.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Amounts reported on separate 990s by affiliated entities 38,493,764.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Administrative fees netted with revenue on financial statement 176,762. Shared operational expenses allocated from corporation 254,572. Grants to affiliates 323,601.”

Raw XML AppendixShowing 400 of 883 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/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2231829
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2323742
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2414519
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt257877
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt266542
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IRS990/Form990PartVIISectionAGrp/PersonNm1DANIEL DELEO
IRS990/Form990PartVIISectionAGrp/PersonNm2C J FISHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3BARBARA FREEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4RICK GOMEZ
IRS990/Form990PartVIISectionAGrp/PersonNm5VICTORIA LEOPOLD
IRS990/Form990PartVIISectionAGrp/PersonNm6RODNEY LINFORD
IRS990/Form990PartVIISectionAGrp/PersonNm7JEFFREY R MCCURDY
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHAEL R PENDER
IRS990/Form990PartVIISectionAGrp/PersonNm9FELICE SCHULANER
IRS990/Form990PartVIISectionAGrp/PersonNm10WILLIAM M SEIDER
IRS990/Form990PartVIISectionAGrp/PersonNm11RICHARD SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm12MARILYN THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm13TERRI VITALE
IRS990/Form990PartVIISectionAGrp/PersonNm14MARY LOU WINNICK
IRS990/Form990PartVIISectionAGrp/PersonNm15PATRICK DORSEY
IRS990/Form990PartVIISectionAGrp/PersonNm16RICHARD GANS
IRS990/Form990PartVIISectionAGrp/PersonNm17KATHLEEN ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm18NELLE S MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm19ROXANNE G JERDE
IRS990/Form990PartVIISectionAGrp/PersonNm20LAURA SPENCER
IRS990/Form990PartVIISectionAGrp/PersonNm21JOHN ANNIS
IRS990/Form990PartVIISectionAGrp/PersonNm22MARLO TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm23ELIZABETH PENNEWILL
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2010842
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2168341
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt22267264
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt23172599
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt24151089
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt25125319
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt26109562
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt18SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt23CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt24SVP, COMMUNITY INVESTMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt25SVP, DONOR ENGAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt26CORPORATE COUNSEL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01087149
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt0609111
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt0609111
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09371186
IRS990/GrossReceiptsAmt09836184
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02962
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02498
IRS990/InformationTechnologyGrp/ProgramServicesAmt02708
IRS990/InformationTechnologyGrp/TotalAmt08168
IRS990/InsuranceGrp/FundraisingAmt01011
IRS990/InsuranceGrp/ManagementAndGeneralAmt0852
IRS990/InsuranceGrp/ProgramServicesAmt0924
IRS990/InsuranceGrp/TotalAmt02787
IRS990/InvestmentIncomeGrp/ExclusionAmt0464998
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0464998
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0436403
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0457505
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018944909
IRS990/InvestmentsPubTradedSecGrp/EOYAmt020113995
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08284037
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0COMMUNITY IMPACT POWERED BY PHILANTHROPY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt019338973
IRS990/NetAssetsOrFundBalancesEOYAmt020441670
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01087149
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IRS990/OtherExpensesGrp/ProgramServicesAmt055196
IRS990/OtherExpensesGrp/ProgramServicesAmt12861
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IRS990/OtherExpensesGrp/TotalAmt18629
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IRS990/OwnWebsiteInd0X
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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROXANNE G JERDE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS: THE FOUNDATION AWARDED 101 SCHOLARSHIPS TOTALING $255,050 FROM SCHOLARSHIP FUNDS TO NEW AND RETURNING COLLEGE STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0263512
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0255050
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IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-35881
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt059323
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt023442
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0140487

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,650,129
Liabilities
$208,459
Net assets
$20,441,670
Revenue
$1,552,147
Expenses
$1,411,660
Net income
$140,487
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.5$0.01$15.5$0.83$0.90$0.07
2024Detailed filing. Detailed filing data is available for this year.$14.8$0.22$14.6$0.62$1.23$0.61
2023Detailed filing. Detailed filing data is available for this year.$14.0$0.05$13.9$0.47$1.00$0.53
2022Detailed filing. Detailed filing data is available for this year.$13.4$0.04$13.3$0.84$0.96$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.4$0.10$16.3$1.50$1.48$0.02
2020Detailed filing. Detailed filing data is available for this year.$13.6$0.12$13.5$0.18$0.87$0.70
2019Detailed filing. Detailed filing data is available for this year.$14.0$0.17$13.8$0.99$7.51$6.52
2018Detailed filing. Detailed filing data is available for this year.$20.9$0.28$20.6$1.46$1.61$0.14
2017Detailed filing. Detailed filing data is available for this year.$20.7$0.21$20.4$1.55$1.41$0.14
2016Detailed filing. Detailed filing data is available for this year.$19.5$0.20$19.3$0.74$1.39$0.65
2015Detailed filing. Detailed filing data is available for this year.$21.0$0.22$20.8$1.81$1.51$0.31
2014Detailed filing. Detailed filing data is available for this year.$21.1$0.24$20.8$1.89$1.71$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.0$0.17$19.9$1.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.7$0.86$38.9$3.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.3$1.09$36.2$3.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.1$0.36$32.8$3.11