Civic Intelligence

The Community Foundation Trust of Sarasota County

990 • Fiscal year 2019 • EIN 65-0173371

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 10, 2019

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

15th percentile

0.01x

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

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

Liabilities / Revenue

43rd percentile

0.17x

Higher debt load relative to revenue than 43% of similar nonprofits.

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

Net Margin

1st percentile

-656%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

81st percentile

$326,537

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 32.9% of source-year revenue.

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

Asset Growth

2nd percentile

-33%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

9th percentile

-32%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$13,975,188

Down $6,887,456 (-33%) from 2018

Net Assets

Down

$13,809,049

Down $6,768,759 (-33%) from 2018

Liabilities

Down

$166,139

Down $118,697 (-42%) from 2018

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin1st percentile

Revenue

Down

$993,073

Down $471,860 (-32%) from 2018

Expenses

Up

$7,510,949

Up $5,902,299 (+367%) from 2018

Net Income

Down

-$6,517,876

Down $6,374,159 (-4435%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2019

Assets$13,975,188
Liabilities$166,139
Net Assets$13,809,049
Open 2019 Filing

Operations Trend

Revenue Growth9th 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

2019

Revenue$993,073
Expenses$7,510,949
Net Income-$6,517,876
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 10, 2019
Return Version
2018v3.1
Gross Receipts
$11,070,195
Mission and Program Overview

Mission

Community impact powered by philanthropy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$20,454,930$13,975,188▼ $6,479,742
Investments Other Securities$324,872--
Savings and Temporary Cash Investments$82,842--
Total Assets$20,862,644$13,975,188▼ $6,887,456
Liabilities
Accounts Payable and Accrued Expenses$106,036$90,539▼ $15,497
Grants Payable$178,800$75,600▼ $103,200
Total Liabilities$284,836$166,139▼ $118,697
Net Assets / Fund Balance
Unrestricted Net Assets$20,501,871$13,730,426▼ $6,771,445
Permanently Rstr Net Assets$75,937$74,752▼ $1,185
Temporarily Rstr Net Assets-$3,871-
Total Net Assets Fund Balance$20,577,808$13,809,049▼ $6,768,759
Total Liabilities and Net Assets / Fund Balance$20,862,644$13,975,188▼ $6,887,456

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$14,069,880-▲ $506,560$653$13,809,049
2017$20,441,669-▲ $1,403,034$6,508,825$14,069,880
2016$19,338,974-▲ $2,144,261$644$20,441,669
2015$20,812,845$80▼ $392,028$637$19,338,974
2014$20,817,410$1,012▲ $1,122,787$620$20,812,845
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marlo Duffy-turnerPresident/CEOFT-$326,537$326,537
Elizabeth PennewillCFOFT-$213,486$213,486
-SVP, Donor EngagementFT-$179,740$179,740
-Corporate CounselPT-$149,697$149,697
Michael KennedyTrustee-$62,264-$62,264
Mischa KirbySVP, Community InvestmentFT-$25,558$25,558
-VP, Strategic Comm & MktgFT-$24,831$24,831
Laura SpencerTrustee-$17,751-$17,751
Roxanne G JerdeTrustee-$8,243-$8,243

Board Members and Trustees

NameTitle
Richard GansChairman
Roxanne G JerdePresident/CEO
Nelle S MillerVice Chair
C J FishmanDirector
Donna KoffmanDirector
Dr Rodney LinfordDirector
Drayton SaundersDirector
Felice SchulanerDirector
Jeffrey R MccurdyDirector
Kelvin LumpkinDirector
Marilyn ThompsonDirector
Mary Lou WinnickDirector
Matthew SauerDirector
Michael R PenderDirector
Paul HudsonDirector
Richard D SmithDirector
T Andrew StultzDirector
Terri VitaleDirector
Laura SpencerCFO
William M SeiderSecretary
Marlo Duffy-turnerSVP, Donor Engagement
Daniel DeleoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$993,073
Other Revenue
$0
Change in Net Assets
$-6,517,876

Audited Revenue Reconciliation

Revenue per Audited Statements
$550,155
Revenue Not Reported on Financial Statements
$442,918
Revenue Not Reported on Form 990
$55,108,708
Other Revenue Adjustments
$354,661
Total Revenue per Audited Statements
$55,658,863
Total Revenue per Form 990
$993,073
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,107,926
Other Expenses$403,023
Total Fundraising Expense$124,969
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,957,326--$6,957,326
Fees for Services Other$62,017$54,851$52,525$169,393
Grants to Domestic Individuals$150,600--$150,600
Fees for Service Investment Mgmnt Fees$32,764$28,978$27,749$89,491
Advertising$5,060$4,475$4,285$13,820
Other Expenses$2,019$1,786$1,710$5,515
Information Technology$1,468$1,299$1,244$4,011
Conferences and Meetings$1,175$1,040$996$3,211
Office Expenses$878$776$744$2,398
Occupancy$716$634$607$1,957
Fees for Services Accounting$663$586$561$1,810
Insurance$526$465$446$1,437
Fees for Services Legal$211$187$179$577
Total Functional Expenses$7,255,477$130,503$124,969$7,510,949

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$26,599,982
Expenses Not Reported on Form 990$26,187,253
Total Expenses per Form 990$7,510,949
Expenses Not Reported on Financial Statements$7,098,220
Other Expense Adjustments$7,009,963
Expenses per Audited Statements$412,729
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Foundation of Sarasota County IncSarasota, FL501(c)(3)General Support, Program Support, Scholarship Support$6,668,650
Venice Art Center IncVenice, FL501(c)(3)Capital Purchases$45,000
Sarasota Memorial Healthcare Foundation IncSarasota, FL501(c)(3)General Support, Program Support$42,500
All Faiths Food Bank IncSarasota, FL501(c)(3)Program Support$35,000
Friends of the Venice Public LibraryVenice, FL501(c)(3)Capital Purchases$30,000
Venice Area Beautification IncVenice, FL501(c)(3)General Support$25,000
Safe Place and Rape Crisis Center Inc (sparcc)Sarasota, FL501(c)(3)Program Support$17,500
Marrow Nation IncPalm Harbor, FL501(c)(3)Program Support$15,000
Wedu-florida West Coast Public Broadcasting IncTampa, FL501(c)(3)Program Support$15,000
Meals on Wheels of Sarasota IncSarasota, FL501(c)(3)General Support, Program Support$13,500
The Payton Wright Foundation IncBradenton, FL501(c)(3)General Support$8,000
Laurel Civic Association IncLaurel, FL501(c)(3)Program Support$5,000
Senior Friendship Centers IncSarasota, FL501(c)(3)Program Support$5,000
South County Food PantryVenice, FL501(c)(3)General Support$5,000
St Jude Hispanic-american Catholic ChurchSarasota, FL501(c)(3)Program Support$5,000
Unidosnow IncSarasota, FL501(c)(3)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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 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
2019-12-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roxanne G Jerde
Formed
1979
Legal Domicile
Fl
Voting Board Members
22
Independent Board Members
22
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 XI, LINE 9:

“Allocation from related entity 147,372.”

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 v - explanation of changes to prior year endowment funds during the tax year it was determined that certain additional funds should have been classified as being part of the organization's endowment. Accordingly, the amounts reported in schedule d part v have been reclassified for the full 5-year period for both tax and audit.”

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 55,506,963.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Administrative fees netted with revenue on financial statement 166,740. Intercompany grants eliminated for audit report related to 990s 187,921.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Amounts reported on separate 990s by affiliated entities 26,187,253.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Administrative fees netted with revenue on financial statement 166,740. Shared operational expenses allocated from corporation 147,372. Intercompany grants eliminated for audit report related to 990s 187,921. Funds transferred to related entities 6,507,928. Rounding 2.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2233020
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2325821
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2531750
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2619686
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/PersonNm0C J FISHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1PAUL HUDSON
IRS990/Form990PartVIISectionAGrp/PersonNm2DONNA KOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3DR RODNEY LINFORD
IRS990/Form990PartVIISectionAGrp/PersonNm4KELVIN LUMPKIN
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFFREY R MCCURDY
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL R PENDER
IRS990/Form990PartVIISectionAGrp/PersonNm7MATTHEW SAUER
IRS990/Form990PartVIISectionAGrp/PersonNm8DRAYTON SAUNDERS
IRS990/Form990PartVIISectionAGrp/PersonNm9FELICE SCHULANER
IRS990/Form990PartVIISectionAGrp/PersonNm10RICHARD D SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm11T ANDREW STULTZ
IRS990/Form990PartVIISectionAGrp/PersonNm12MARILYN THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm13TERRI VITALE
IRS990/Form990PartVIISectionAGrp/PersonNm14MARY LOU WINNICK
IRS990/Form990PartVIISectionAGrp/PersonNm15DANIEL DELEO
IRS990/Form990PartVIISectionAGrp/PersonNm16RICHARD GANS
IRS990/Form990PartVIISectionAGrp/PersonNm17WILLIAM M SEIDER
IRS990/Form990PartVIISectionAGrp/PersonNm18NELLE S MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm19ROXANNE G JERDE
IRS990/Form990PartVIISectionAGrp/PersonNm20LAURA SPENCER
IRS990/Form990PartVIISectionAGrp/PersonNm21MICHAEL KENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm22MARLO DUFFY-TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm23ELIZABETH PENNEWILL
IRS990/Form990PartVIISectionAGrp/PersonNm24MISCHA KIRBY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt198243
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2017751
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2162264
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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/ReportableCompFromRltdOrgAmt22293517
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt23187665
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2425558
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt25147990
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt26130011
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2724831
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/TitleTxt16CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE CHAIR
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/Form990PartVIISectionAGrp/TitleTxt27VP, STRATEGIC COMM & MKTG
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0640502
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt07107926
IRS990/GrantsPayableGrp/BOYAmt0178800
IRS990/GrantsPayableGrp/EOYAmt075600
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0150600
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0150600
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt06957326
IRS990/GrantsToDomesticOrgsGrp/TotalAmt06957326
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010717624
IRS990/GrossReceiptsAmt011070195
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01244
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01299
IRS990/InformationTechnologyGrp/ProgramServicesAmt01468
IRS990/InformationTechnologyGrp/TotalAmt04011
IRS990/InsuranceGrp/FundraisingAmt0446
IRS990/InsuranceGrp/ManagementAndGeneralAmt0465
IRS990/InsuranceGrp/ProgramServicesAmt0526
IRS990/InsuranceGrp/TotalAmt01437
IRS990/InvestmentIncomeGrp/ExclusionAmt0352571
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0352571
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0324872
IRS990/InvestmentsPubTradedSecGrp/BOYAmt020454930
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013975188
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010077122
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/NetAssetsOrFundBalancesBOYAmt020577808
IRS990/NetAssetsOrFundBalancesEOYAmt013809049
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0640502
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0640502
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-398255
IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/ManagementAndGeneralAmt0634
IRS990/OccupancyGrp/ProgramServicesAmt0716
IRS990/OccupancyGrp/TotalAmt01957
IRS990/OfficeExpensesGrp/FundraisingAmt0744
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0776
IRS990/OfficeExpensesGrp/ProgramServicesAmt0878
IRS990/OfficeExpensesGrp/TotalAmt02398
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc0SHARED OPERATIONAL EXPE
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt033923
IRS990/OtherExpensesGrp/FundraisingAmt11710
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt035426
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11786
IRS990/OtherExpensesGrp/ProgramServicesAmt040054
IRS990/OtherExpensesGrp/ProgramServicesAmt12019
IRS990/OtherExpensesGrp/TotalAmt0109403
IRS990/OtherExpensesGrp/TotalAmt15515
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt075937
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt074752
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROXANNE G JERDE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0986975
IRS990/PYInvestmentIncomeAmt01464933
IRS990/PYOtherExpensesAmt0621675
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-143717
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01608650
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01464933
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-6517876
IRS990/RegularMonitoringEnfrcInd01

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$13,975,188
Liabilities
$166,139
Net assets
$13,809,049
Revenue
$993,073
Expenses
$7,510,949
Net income
-$6,517,876
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