Civic Intelligence

Bishop Museum of Science and Nature Enndowment Trust

990 • Fiscal year 2013 • EIN 65-0458897

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

Organization ProfileWWW.SOUTHFLORIDAMUSEUM.ORG
1301 Sixth Ave W - Suite 60034205

(941) 747-4483

Siviq Scores

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

Liabilities / Assets

13th percentile

0.01x

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

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

35th percentile

0.14x

Higher debt load relative to revenue than 35% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

51st percentile

3.8%

Faster asset growth than 51% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

29th percentile

-3.3%

Faster revenue growth than 29% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$14,333,718

Up $519,388 (+3.8%) from 2012

Net Assets

Up

$14,193,587

Up $541,750 (+4.0%) from 2012

Liabilities

Down

$140,131

Down $22,362 (-14%) from 2012

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin91st percentile

Revenue

$1,026,348

No earlier filing loaded for comparison.

Expenses

Down

$476,589

Down $14,407 (-2.9%) from 2012

Net Income

$549,759

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $12,089,249Liabilities 2010: $128,366Net Assets 2010: $11,960,8832010Assets 2011: $12,879,703Liabilities 2011: $145,948Net Assets 2011: $12,733,7552011Assets 2012: $13,814,330Liabilities 2012: $162,493Net Assets 2012: $13,651,8372012Assets 2013: $14,333,718Liabilities 2013: $140,131Net Assets 2013: $14,193,5872013Assets 2014: $14,570,030Liabilities 2014: $151,377Net Assets 2014: $14,418,6532014Assets 2015: $14,166,340Liabilities 2015: $145,267Net Assets 2015: $14,021,0732015Assets 2016: $14,595,393Liabilities 2016: $141,860Net Assets 2016: $14,453,5332016Assets 2017: $15,565,013Liabilities 2017: $147,801Net Assets 2017: $15,417,2122017Assets 2018: $14,666,192Liabilities 2018: $173,789Net Assets 2018: $14,492,4032018Assets 2019: $16,364,642Liabilities 2019: $155,354Net Assets 2019: $16,209,2882019Assets 2020: $17,396,650Liabilities 2020: $112,264Net Assets 2020: $17,284,3862020Assets 2021: $18,801,904Liabilities 2021: $113,734Net Assets 2021: $18,688,1702021Assets 2022: $15,327,410Liabilities 2022: $0Net Assets 2022: $15,327,4102022Assets 2023: $16,818,491Liabilities 2023: $0Net Assets 2023: $16,818,4912023Assets 2024: $17,902,881Liabilities 2024: $0Net Assets 2024: $17,902,8812024

Highlighted filing

2013

Assets$14,333,718
Liabilities$140,131
Net Assets$14,193,587
Open 2013 Filing

Operations Trend

Revenue Growth29th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $395,6002010Revenue 2011: $1,097,020Expenses 2011: $433,644Net Income 2011: $663,3762011Expenses 2012: $490,9962012Revenue 2013: $1,026,348Expenses 2013: $476,589Net Income 2013: $549,7592013Revenue 2014: $856,268Expenses 2014: $478,901Net Income 2014: $377,3672014Revenue 2015: $641,744Expenses 2015: $462,123Net Income 2015: $179,6212015Revenue 2016: $520,318Expenses 2016: $449,979Net Income 2016: $70,3392016Revenue 2017: $542,759Expenses 2017: $466,142Net Income 2017: $76,6172017Revenue 2018: $753,323Expenses 2018: $523,002Net Income 2018: $230,3212018Revenue 2019: $649,445Expenses 2019: $523,791Net Income 2019: $125,6542019Revenue 2020: $879,267Expenses 2020: $454,723Net Income 2020: $424,5442020Revenue 2021: $727,858Expenses 2021: $431,954Net Income 2021: $295,9042021Revenue 2022: $2,796,143Expenses 2022: $608,926Net Income 2022: $2,187,2172022Revenue 2023: $210,345Expenses 2023: $586,216Net Income 2023: -$375,8712023Revenue 2024: $587,854Expenses 2024: $590,872Net Income 2024: -$3,0182024

Highlighted filing

2013

Revenue$1,026,348
Expenses$476,589
Net Income$549,759
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$4,812,971
Mission and Program Overview

Mission

The south florida museum endowment trust is operated exclusively for charitable, educational and scientific purposes including distributions solely to south florida museum and bishop planetarium (ein: 59-0598726) a 501(c)(3) organization

Support and service to south florida museum and bishop planetarium.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$13,651,837$14,193,587▲ $541,750
Investments in Publicly Traded Securities$13,045,949$12,564,389▼ $481,560
Savings and Temporary Cash Investments$725,830$1,728,800▲ $1,002,970
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$13,814,330$14,333,718▲ $519,388
Other Assets Total$42,551$40,529▼ $2,022
Liabilities
Grants Payable$162,493$140,131▼ $22,362
Total Liabilities$162,493$140,131▼ $22,362
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,651,837$14,193,587▲ $541,750
Total Liabilities and Net Assets / Fund Balance$13,814,330$14,333,718▲ $519,388

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$13,651,837$820,000▲ $581,933-$14,572,382
2012$12,733,755$445,000▲ $964,078-$13,651,837
2011$11,960,883$431,806▲ $774,710-$12,733,755
2010$11,357,381$255,000▲ $744,100-$11,960,883
2009$9,947,345$562,469▲ $1,230,505-$11,357,381
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Dr Bill KingTrustee
Jeffrey L KingTrustee
Richard W PrattTrustee
Tom BreiterTrustee
William BlalockTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$445,000
Program Service Revenue
$0
Investment Income
$581,274
Other Revenue
$74
All Other Contributions
$445,000
Change in Net Assets
$549,759

Audited Revenue Reconciliation

Revenue per Audited Statements
$549,759
Revenue Not Reported on Financial Statements
$476,589
Revenue Not Reported on Form 990
$4,368,280
Other Revenue Adjustments
$476,589
Total Revenue per Audited Statements
$4,918,039
Total Revenue per Form 990
$1,026,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$411,681
Other Expenses$64,908
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$411,681--$411,681
Fees for Service Investment Mgmnt Fees-$55,630-$55,630
Fees for Services Accounting-$7,200-$7,200
Insurance-$1,868-$1,868
Other Expenses-$10-$10
Total Functional Expenses$411,681$64,908$0$476,589

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Form 990$2,673,475
Total Expenses per Audited Statements$2,673,475
Expenses Not Reported on Financial Statements$476,589
Other Expense Adjustments$476,589
Total Expenses per Form 990$476,589
Expenses per Audited Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
59-0598726-501(c)(3)Providing Funds for the Successful Operation of the South Florida Museum and Bishop Planetarium$411,681
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
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
No
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 11

“All board members were provided a copy of the tax return before filing, along with a general explanatory overview of the return contents. Questions were solicited; answers were provided and shared with the group.”

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

“Annually a code of ethics document is circulated to the board of trustees, staff and volunteers for their review of compliance and signature. The executive director monitors the circulation and return of the documents and the verification of signatures.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

EIN
65-0458897
Phone
9417474483

Signing Officer

Name
William Blalock
Title
Trustee
Phone
9417474483
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Blalock
Formed
1994
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Preparer
Brian Carter
Phone
9417474483
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“To support the south florida museum and bishop planetarium.”

PART X, LINE 2:

“The museum adopted accounting standards codification 740 related to accounting for uncertainty in income taxes. Management has reviewed their tax positions, including the museum's exempt status, and concluded no liability or uncertain tax positions, or any interest or penalties related to uncertain tax positions should be recognized in the museum's financial statements. The museum's 2010 and subsequent years tax returns remain open to inspection by the internal revenue service.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Revenues of so. Fl museum & bishop planetarium reported under fein 59-059872 4,380,086. Other revenue -3,797.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Income paid to south fl museum netted with revenue on audit 411,681. Expenses netted on audit with revenue 64,908.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses of so. Fl museum & bishop planetarium reported under fein 59-059872 2,673,475.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Accounting fees 7,200. Licenses and permits 200. Insurance 1,868. Payments to south florida museum 411,681. Investment fees 55,630. Miscellaneous 10.”

Raw XML AppendixShowing 400 of 426 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT AND SERVICE TO SOUTH FLORIDA MUSEUM AND BISHOP PLANETARIUM.
IRS990/AllOtherContributionsAmt0445000
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10BRIAN CARTER
IRS990/BooksInCareOfDetail/PhoneNum09417474483
IRS990/BooksInCareOfDetail/USAddress/AddressLine101301 SIXTH AVE W SUITE 600
IRS990/BooksInCareOfDetail/USAddress/City0BRADENTON
IRS990/BooksInCareOfDetail/USAddress/State0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCode034205
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0445000
IRS990/CYGrantsAndSimilarPaidAmt0411681
IRS990/CYInvestmentIncomeAmt0581274
IRS990/CYOtherExpensesAmt064908
IRS990/CYOtherRevenueAmt074
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0549759
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0476589
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01026348
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ORGANIZATION HAS ONLY ONE PURPOSE AND ONE ACCOMPLISHMENT - TO PROVIDE SUPPORT TO THE SOUTH FLORIDA MUSEUM AND BISHOP PLANETARIUM, INC.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0411681
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07200
IRS990/FeesForServicesAccountingGrp/TotalAmt07200
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt055630
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt055630
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFFREY L KING
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD W PRATT
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM BLALOCK
IRS990/Form990PartVIISectionAGrp/PersonNm3TOM BREITER
IRS990/Form990PartVIISectionAGrp/PersonNm4DR BILL KING
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0101116
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0411681
IRS990/GrantsPayableGrp/BOYAmt0162493
IRS990/GrantsPayableGrp/EOYAmt0140131
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0411681
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0411681
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03887739
IRS990/GrossReceiptsAmt04812971
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01868
IRS990/InsuranceGrp/TotalAmt01868
IRS990/InvestmentIncomeGrp/ExclusionAmt0480158
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0480158
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013045949
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012564389
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03786623
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE SOUTH FLORIDA MUSEUM ENDOWMENT TRUST IS OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES INCLUDING DISTRIBUTIONS SOLELY TO SOUTH FLORIDA MUSEUM AND BISHOP PLANETARIUM (EIN: 59-0598726) A 501(C)(3) ORGANIZATION
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013651837
IRS990/NetAssetsOrFundBalancesEOYAmt014193587
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0101116
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0101116
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-8009
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt042551
IRS990/OtherAssetsTotalGrp/EOYAmt040529
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LICENSES & TAXES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110
IRS990/OtherExpensesGrp/TotalAmt0200
IRS990/OtherExpensesGrp/TotalAmt110
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt074
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt074
IRS990/OtherRevenueTotalAmt074
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILLIAM BLALOCK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0445000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0431223
IRS990/PYInvestmentIncomeAmt01039386
IRS990/PYOtherExpensesAmt059773
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0993390
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0490996
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01484386
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0549759
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt013651837
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt014193587
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0725830
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01728800
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0590598726
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0415915
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10SOUTH FL MUSEUM AND BISHOP PLANETARIUM INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0415915
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/CYEndwmtFundGrp/AdministrativeExpensesAmt065473
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt013651837
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0820000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt014572382
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0415915
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0581933
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt059773
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt012733755
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0445000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt013651837
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0431223
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0964078
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt042595
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt011960883
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0431806
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt012733755
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0391049
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0774710
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt036072
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt011357381
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0255000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt011960883
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0359526
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0744100
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt039012
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt09947345
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0562469
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt011357381
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0343926
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01230505
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt02673475
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0476589
IRS990ScheduleD/ExpensesSubtotalAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-8009
IRS990ScheduleD/OtherExpensesIncludedAmt02673475
IRS990ScheduleD/OtherExpensesNotIncludedAmt0476589
IRS990ScheduleD/OtherRevenueAmt04376289
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0476589
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt04368280
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0476589
IRS990ScheduleD/RevenueSubtotalAmt0549759
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE SOUTH FLORIDA MUSEUM AND BISHOP PLANETARIUM.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE MUSEUM ADOPTED ACCOUNTING STANDARDS CODIFICATION 740 RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS REVIEWED THEIR TAX POSITIONS, INCLUDING THE MUSEUM'S EXEMPT STATUS, AND CONCLUDED NO LIABILITY OR UNCERTAIN TAX POSITIONS, OR ANY INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED IN THE MUSEUM'S FINANCIAL STATEMENTS. THE MUSEUM'S 2010 AND SUBSEQUENT YEARS TAX RETURNS REMAIN OPEN TO INSPECTION BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REVENUES OF SO. FL MUSEUM & BISHOP PLANETARIUM REPORTED UNDER FEIN 59-059872 4,380,086. OTHER REVENUE -3,797.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3INCOME PAID TO SOUTH FL MUSEUM NETTED WITH REVENUE ON AUDIT 411,681. EXPENSES NETTED ON AUDIT WITH REVENUE 64,908.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4EXPENSES OF SO. FL MUSEUM & BISHOP PLANETARIUM REPORTED UNDER FEIN 59-059872 2,673,475.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt5ACCOUNTING FEES 7,200. LICENSES AND PERMITS 200. INSURANCE 1,868. PAYMENTS TO SOUTH FLORIDA MUSEUM 411,681. INVESTMENT FEES 55,630. MISCELLANEOUS 10.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0476589
IRS990ScheduleD/TotalRevenuePerForm990Amt01026348
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04918039
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02673475
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0411681
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDING FUNDS FOR THE SUCCESSFUL OPERATION OF THE SOUTH FLORIDA MUSEUM AND BISHOP PLANETARIUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10SOUTH FLORIDA MUSEUM & BISHOP PLANETARIUM
IRS990ScheduleI/RecipientTable/RecipientEIN0590598726
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10201 10TH STREET WEST
IRS990ScheduleI/RecipientTable/USAddress/City0BRADENTON
IRS990ScheduleI/RecipientTable/USAddress/State0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode034205
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SOUTH FLORIDA MUSEUM ENDOWMENT TRUST WAS CREATED TO PROVIDE SUPPORT TO THE SOUTH FLORIDA MUSEUM AND BISHOP PLANETARIUM, INC. ALL AWARDS FROM THE ENDOWMENT ARE MADE TO THE MUSEUM, WHICH IS A 501(C)(3) ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL BOARD MEMBERS WERE PROVIDED A COPY OF THE TAX RETURN BEFORE FILING, ALONG WITH A GENERAL EXPLANATORY OVERVIEW OF THE RETURN CONTENTS. QUESTIONS WERE SOLICITED; ANSWERS WERE PROVIDED AND SHARED WITH THE GROUP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY A CODE OF ETHICS DOCUMENT IS CIRCULATED TO THE BOARD OF TRUSTEES, STAFF AND VOLUNTEERS FOR THEIR REVIEW OF COMPLIANCE AND SIGNATURE. THE EXECUTIVE DIRECTOR MONITORS THE CIRCULATION AND RETURN OF THE DOCUMENTS AND THE VERIFICATION OF SIGNATURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10SOUTH FLORIDA MUSEUM AND BISHOP PLANETARIUM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0590598726
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0OPERATION OF A SCIENTIFIC AND CULTURAL MUSEUM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0SCH A, PT I, LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10201 10TH ST W
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0BRADENTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode034205
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0411681
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACCRUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10SOUTH FLORIDA MUSEUM AND BISHOP PLANETARIUM
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt013814330
IRS990/TotalAssetsEOYAmt014333718
IRS990/TotalAssetsGrp/BOYAmt013814330
IRS990/TotalAssetsGrp/EOYAmt014333718
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0445000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt064908
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0411681
IRS990/TotalFunctionalExpensesGrp/TotalAmt0476589
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0162493
IRS990/TotalLiabilitiesEOYAmt0140131
IRS990/TotalLiabilitiesGrp/BOYAmt0162493
IRS990/TotalLiabilitiesGrp/EOYAmt0140131
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013651837
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014193587
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0411681
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0581348
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01026348
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013814330
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014333718
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101101 6TH AVE W SUITE 100
IRS990/USAddress/City0BRADENTON
IRS990/USAddress/State0FL
IRS990/USAddress/ZIPCode034205
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.SOUTHFLORIDAMUSEUM.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,333,718
Liabilities
$140,131
Net assets
$14,193,587
Revenue
$1,026,348
Expenses
$476,589
Net income
$549,759
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$0.59$0.59$0.00
2023Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$0.21$0.59$0.38
2022Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$2.80$0.61$2.19
2021Detailed filing. Detailed filing data is available for this year.$18.8$0.11$18.7$0.73$0.43$0.30
2020Detailed filing. Detailed filing data is available for this year.$17.4$0.11$17.3$0.88$0.45$0.42
2019Detailed filing. Detailed filing data is available for this year.$16.4$0.16$16.2$0.65$0.52$0.13
2018Detailed filing. Detailed filing data is available for this year.$14.7$0.17$14.5$0.75$0.52$0.23
2017Detailed filing. Detailed filing data is available for this year.$15.6$0.15$15.4$0.54$0.47$0.08
2016Detailed filing. Detailed filing data is available for this year.$14.6$0.14$14.5$0.52$0.45$0.07
2015Detailed filing. Detailed filing data is available for this year.$14.2$0.15$14.0$0.64$0.46$0.18
2014Detailed filing. Detailed filing data is available for this year.$14.6$0.15$14.4$0.86$0.48$0.38
2013Detailed filing. Detailed filing data is available for this year.$14.3$0.14$14.2$1.03$0.48$0.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$0.16$13.7$0.49
2011Summary only. Only limited summary data is available for this year.$12.9$0.15$12.7$1.10$0.43$0.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$0.13$12.0$0.40