Civic Intelligence

The Community Foundation Trust of Sarasota County

990 • Fiscal year 2024 • EIN 65-0173371

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 11, 2025

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

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.35x

Higher debt load relative to revenue than 61% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

3rd percentile

-98%

Higher net margin than 3% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$411,899

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 66.3% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

53rd percentile

6.0%

Faster asset growth than 53% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

32%

Faster revenue growth than 78% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$14,804,667

Up $841,758 (+6.0%) from 2023

Net Assets

Up

$14,585,721

Up $675,866 (+4.9%) from 2023

Liabilities

Up

$218,946

Up $165,892 (+313%) from 2023

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin3rd percentile

Revenue

Up

$621,115

Up $149,823 (+32%) from 2023

Expenses

Up

$1,232,171

Up $235,092 (+24%) from 2023

Net Income

Down

-$611,056

Down $85,269 (-16%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2024

Assets$14,804,667
Liabilities$218,946
Net Assets$14,585,721
Open 2024 Filing

Operations Trend

Revenue Growth78th 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

2024

Revenue$621,115
Expenses$1,232,171
Net Income-$611,056
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 11, 2025
Return Version
2023v6.0
Gross Receipts
$1,907,093
Mission and Program Overview

Mission

Community impact powered by philanthropy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,962,909$14,804,667▲ $841,758
Total Assets$13,962,909$14,804,667▲ $841,758
Liabilities
Accounts Payable and Accrued Expenses$38,054$215,946▲ $177,892
Grants Payable$15,000$3,000▼ $12,000
Total Liabilities$53,054$218,946▲ $165,892
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,834,827$14,506,384▲ $671,557
Net Assets With Donor Restrictions$75,028$79,337▲ $4,309
Total Net Assets Fund Balance$13,909,855$14,585,721▲ $675,866
Total Liabilities and Net Assets / Fund Balance$13,962,909$14,804,667▲ $841,758

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$14,428,133-▲ $1,642,712-$15,103,999
2022$13,867,862-▲ $1,309,098-$14,428,133
2021$16,776,755-▼ $2,200,870-$13,867,862
2020$13,458,865$561,369▲ $3,485,387-$16,776,755
2019$13,809,049-▲ $283,794-$13,458,865
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erin JonesPresident/CEOFT-$411,899$411,899
Kirsten RussellCFOFT-$239,911$239,911
Nicole CoudalCorporate CounselFT-$232,391$232,391
Jay YoungVP, Strategic Comm & MktgFT-$194,635$194,635
Julie AvinsVP PhilanthropyFT-$194,095$194,095
-VP Community ImpactFT-$193,885$193,885
-Director, PhilanthropyFT-$131,300$131,300
-ControllerFT-$121,064$121,064
Rina AlvarezVP, Human ResourcesFT-$107,619$107,619
Elizabeth PennewillTrustee-$59,660-$59,660
Roxanne G JerdeTrustee-$23,010-$23,010
Mischa KirbyTrustee-$7,500-$7,500

Board Members and Trustees

NameTitle
Marilyn ThompsonChair
Roxanne G JerdePresident/CEO
Paul HudsonVice Chair
Charles E WilliamsDirector
Daniel DeleoDirector
David JoynerDirector
Dr Janet TaylorDirector
Dr Laura MattiaDirector
Jeffrey TroianoDirector
Karen HamadDirector
Mary Lou WinnickDirector
Mercedes SolerDirector
Patricia MathewsDirector
Terri VitaleDirector
Erin JonesCFO
Elizabeth PennewillCorporate Counsel
Felice SchulanerSecretary
Andrew StultzTreasurer
Kirsten RussellVP Community Impact
Jay YoungVP Philanthropy
Mischa KirbyVP, Strategic Comm & Mktg
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$621,115
Other Revenue
$0
Change in Net Assets
$-611,056

Audited Revenue Reconciliation

Revenue per Audited Statements
$-130,367
Revenue Not Reported on Financial Statements
$751,482
Revenue Not Reported on Form 990
$117,852,816
Other Revenue Adjustments
$661,312
Total Revenue per Audited Statements
$117,722,449
Total Revenue per Form 990
$621,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$811,086
Other Expenses$421,085
Total Fundraising Expense$135,862
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$713,586--$713,586
Fees for Services Other$51,725$56,693$51,643$160,061
Grants to Domestic Individuals$97,500--$97,500
Fees for Service Investment Mgmnt Fees$29,507$32,342$29,461$91,310
Advertising$3,963$4,344$3,957$12,264
Occupancy$3,135$3,436$3,130$9,701
Other Expenses$1,368$1,500$1,366$4,234
Insurance$1,343$1,473$1,341$4,157
Information Technology$1,121$1,228$1,119$3,468
Office Expenses$773$847$772$2,392
Fees for Services Accounting$609$667$608$1,884
Conferences and Meetings$573$628$572$1,773
Fees for Services Legal$270$296$270$836
Total Functional Expenses$947,162$149,147$135,862$1,232,171

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$64,078,447
Expenses Not Reported on Form 990$63,772,912
Total Expenses per Form 990$1,232,171
Expenses Not Reported on Financial Statements$926,636
Other Expense Adjustments$836,466
Expenses per Audited Statements$305,535
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Foundation of Sarasota County IncSarasota, FL501(c)(3)Program Support$247,772
Tidewell Foundation IncSarasota, FL501(c)(3)Program Support$100,000
Ymca of Southwest Florida IncVenice, FL501(c)(3)Program Support$100,000
All Faiths Food Bank IncSarasota, FL501(c)(3)Program Support$75,000
Meals on Wheels of Sarasota IncSarasota, FL501(c)(3)General Support, Program Support$57,500
Living Bread Soup Kitchen IncFerguson, KY501(c)(3)General Support, Program Support$12,500
Venice Area Chamber of Commerce FoundationVenice, FL501(c)(3)General Support$11,000
Harvest Tabernacle of Sarasota Dba Harvest House Transitional CentersSarasota, FL501(c)(3)General Support$10,000
Laurel Civic Association IncLaurel, FL501(c)(3)Program Support$10,000
Safe Place and Rape Crisis Center Inc (sparcc)Sarasota, FL501(c)(3)Program Support$10,000
Senior Friendship Centers IncSarasota, FL501(c)(3)Program Support$10,000
St Jude Catholic ChurchSarasota, FL501(c)(3)Program Support$10,000
The Academy at Glengary IncSarasota, FL501(c)(3)Program Support$10,000
Venice Area Mobile Meals IncVenice, FL501(c)(3)Program Support$10,000
Sarasota Jewish Theatre IncSarasota, FL501(c)(3)Program Support$6,700
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 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
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 general counsel 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
Erin Jones
Title
CFO
Phone
9419553000
Signed
2025-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roxanne G Jerde
Formed
1979
Legal Domicile
Fl
Voting Board Members
18
Independent Board Members
18
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 1,390. Management and general expenses 1,523. Fundraising expenses 1,387. Total expenses 4,300. Administrative: program service expenses 50,335. Management and general expenses 55,170. Fundraising expenses 50,256. Total expenses 155,761.”

FORM 990, PART XI, LINE 9:

“Allocation from related entity 175,156.”

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 116,741,050.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Administrative fees netted with revenue on financial statement 155,760. Intercompany grants eliminated for audit report related to 990s 505,555. Rounding -3.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Amounts reported on separate 990s by affiliated entities 63,772,912.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Administrative fees netted with revenue on financial statement 155,760. Shared operational expenses allocated from corporation 175,155. Intercompany grants eliminated for audit report related to 990s 505,555. Rounding -4.”

Raw XML AppendixShowing 400 of 918 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/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1839021
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1928874
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2024062
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2129895
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2211307
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2516744
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IRS990/Form990PartVIISectionAGrp/PersonNm1KAREN HAMAD
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID JOYNER
IRS990/Form990PartVIISectionAGrp/PersonNm3PATRICIA MATHEWS
IRS990/Form990PartVIISectionAGrp/PersonNm4DR LAURA MATTIA
IRS990/Form990PartVIISectionAGrp/PersonNm5MERCEDES SOLER
IRS990/Form990PartVIISectionAGrp/PersonNm6DR JANET TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm7JEFFREY TROIANO
IRS990/Form990PartVIISectionAGrp/PersonNm8TERRI VITALE
IRS990/Form990PartVIISectionAGrp/PersonNm9CHARLES E WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm10MARY LOU WINNICK
IRS990/Form990PartVIISectionAGrp/PersonNm11ANDREW STULTZ
IRS990/Form990PartVIISectionAGrp/PersonNm12MARILYN THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm13FELICE SCHULANER
IRS990/Form990PartVIISectionAGrp/PersonNm14PAUL HUDSON
IRS990/Form990PartVIISectionAGrp/PersonNm15ROXANNE G JERDE
IRS990/Form990PartVIISectionAGrp/PersonNm16ELIZABETH PENNEWILL
IRS990/Form990PartVIISectionAGrp/PersonNm17MISCHA KIRBY
IRS990/Form990PartVIISectionAGrp/PersonNm18ERIN JONES
IRS990/Form990PartVIISectionAGrp/PersonNm19NICOLE COUDAL
IRS990/Form990PartVIISectionAGrp/PersonNm20JAY YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm21KIRSTEN RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm22RINA ALVAREZ
IRS990/Form990PartVIISectionAGrp/PersonNm23JULIE AVINS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18372878
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19203517
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20170573
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21210016
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2296312
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt23149433
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt24168110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt25114556
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt26101479
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/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt19CORPORATE COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP, STRATEGIC COMM & MKTG
IRS990/Form990PartVIISectionAGrp/TitleTxt21CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt22VP, HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt23VP PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt24VP COMMUNITY IMPACT
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR, PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt26CONTROLLER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0254123
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt0811086
IRS990/GrantsPayableGrp/BOYAmt015000
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01540101
IRS990/GrossReceiptsAmt01907093
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01119
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01228
IRS990/InformationTechnologyGrp/ProgramServicesAmt01121
IRS990/InformationTechnologyGrp/TotalAmt03468
IRS990/InsuranceGrp/FundraisingAmt01341
IRS990/InsuranceGrp/ManagementAndGeneralAmt01473
IRS990/InsuranceGrp/ProgramServicesAmt01343
IRS990/InsuranceGrp/TotalAmt04157
IRS990/InvestmentIncomeGrp/ExclusionAmt0366992
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0366992
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013962909
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014804667
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01285978
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
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IRS990/NetAssetsOrFundBalancesEOYAmt014585721
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IRS990/OccupancyGrp/ProgramServicesAmt03135
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0847
IRS990/OfficeExpensesGrp/ProgramServicesAmt0773
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/FundraisingAmt11366
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IRS990/OtherExpensesGrp/ProgramServicesAmt041689
IRS990/OtherExpensesGrp/ProgramServicesAmt11368
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IRS990/OtherExpensesGrp/TotalAmt14234
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROXANNE G JERDE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0598974
IRS990/PYInvestmentIncomeAmt0471292
IRS990/PYOtherExpensesAmt0398105
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
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IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0997079
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0471292
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-611056
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,804,667
Liabilities
$218,946
Net assets
$14,585,721
Revenue
$621,115
Expenses
$1,232,171
Net income
-$611,056
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