Civic Intelligence

The Uncommon Friends Foundation Inc.

990 • Fiscal year 2016 • EIN 65-0490124

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 12, 2018

Organization ProfileWWW.UNCOMMONFRIENDS.ORG
PO Box 811Fort Myers, FL 33902

(239) 337-9505

Siviq Scores

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

Liabilities / Assets

65th percentile

0.13x

Higher debt load relative to assets than 65% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

79th percentile

0.31x

Higher debt load relative to revenue than 79% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

32nd percentile

-3.2%

Higher net margin than 32% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

23rd percentile

-5.7%

Faster asset growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

80th percentile

30%

Faster revenue growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$746,774

Down $45,487 (-5.7%) from 2015

Net Assets

Down

$648,421

Down $10,007 (-1.5%) from 2015

Liabilities

Down

$98,353

Down $35,480 (-27%) from 2015

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin32nd percentile

Revenue

Up

$315,029

Up $71,962 (+30%) from 2015

Expenses

Up

$325,036

Up $51,911 (+19%) from 2015

Net Income

Up

-$10,007

Up $20,051 (+67%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$800K$600K$400K$200K$0Assets 2010: $350,011Liabilities 2010: $54,924Net Assets 2010: $295,0872010Assets 2011: $351,788Liabilities 2011: $48,260Net Assets 2011: $303,5282011Assets 2012: $338,561Liabilities 2012: $60,883Net Assets 2012: $277,6782012Assets 2013: $443,338Liabilities 2013: $58,085Net Assets 2013: $385,2532013Assets 2014: $729,199Liabilities 2014: $40,713Net Assets 2014: $688,4862014Assets 2015: $792,261Liabilities 2015: $133,833Net Assets 2015: $658,4282015Assets 2016: $746,774Liabilities 2016: $98,353Net Assets 2016: $648,4212016Assets 2017: $651,251Liabilities 2017: $112,654Net Assets 2017: $538,5972017Assets 2018: $588,387Liabilities 2018: $78,381Net Assets 2018: $510,0062018Assets 2019: $575,261Liabilities 2019: $49,873Net Assets 2019: $525,3882019Assets 2020: $537,374Liabilities 2020: $51,259Net Assets 2020: $486,1152020Assets 2021: $563,187Liabilities 2021: $90,396Net Assets 2021: $472,7912021Assets 2022: $524,451Liabilities 2022: $102,179Net Assets 2022: $422,2722022Assets 2023: $518,057Liabilities 2023: $65,463Net Assets 2023: $452,5942023Assets 2024: $488,706Liabilities 2024: $86,909Net Assets 2024: $401,7972024

Highlighted filing

2016

Assets$746,774
Liabilities$98,353
Net Assets$648,421
Open 2016 Filing

Operations Trend

Revenue Growth80th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $290,6072010Expenses 2011: $321,9842011Expenses 2012: $277,6122012Revenue 2013: $308,630Expenses 2013: $201,055Net Income 2013: $107,5752013Revenue 2014: $508,728Expenses 2014: $205,496Net Income 2014: $303,2322014Revenue 2015: $243,067Expenses 2015: $273,125Net Income 2015: -$30,0582015Revenue 2016: $315,029Expenses 2016: $325,036Net Income 2016: -$10,0072016Revenue 2017: $280,619Expenses 2017: $390,443Net Income 2017: -$109,8242017Revenue 2018: $349,717Expenses 2018: $371,000Net Income 2018: -$21,2832018Revenue 2019: $309,733Expenses 2019: $296,070Net Income 2019: $13,6632019Revenue 2020: $180,150Expenses 2020: $223,071Net Income 2020: -$42,9212020Revenue 2021: $230,710Expenses 2021: $244,689Net Income 2021: -$13,9792021Revenue 2022: $214,017Expenses 2022: $260,536Net Income 2022: -$46,5192022Revenue 2023: $417,957Expenses 2023: $392,117Net Income 2023: $25,8402023Revenue 2024: $414,906Expenses 2024: $458,347Net Income 2024: -$43,4412024

Highlighted filing

2016

Revenue$315,029
Expenses$325,036
Net Income-$10,007
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 12, 2018
Return Version
2016v3.1
Gross Receipts
$361,929
Mission and Program Overview

Mission

The foundation's mission is to promote character education in schools, business ethics in the workplace and historic preservation of the burroughs home and james newton archives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$409,334$419,523▲ $10,189
Cash and Non-Interest-Bearing Accounts$261,751$218,463▼ $43,288
Savings and Temporary Cash Investments$106,089$96,140▼ $9,949
Prepaid Expenses and Deferred Charges$5,774$5,959▲ $185
Inventories for Sale or Use$4,728$4,728→ $0
Accounts Receivable$4,110$1,486▼ $2,624
Total Assets$792,261$746,774▼ $45,487
Other Assets Total$475$475→ $0
Liabilities
Other Liabilities$110,498$62,856▼ $47,642
Deferred Revenue$13,256$27,835▲ $14,579
Accounts Payable and Accrued Expenses$10,079$7,662▼ $2,417
Total Liabilities$133,833$98,353▼ $35,480
Net Assets / Fund Balance
Unrestricted Net Assets$420,552$446,201▲ $25,649
Temporarily Rstr Net Assets$237,876$202,220▼ $35,656
Total Net Assets Fund Balance$658,428$648,421▼ $10,007
Total Liabilities and Net Assets / Fund Balance$792,261$746,774▼ $45,487

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$367,874$17,282$385,156
Other Land Buildings$31,175-$31,175
Equipment-$20,942$20,942
Leasehold Improvements$20,474$311$20,785
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
John AlbionPresident
Alexandra BremnerDirector
Brenda StewartDirector
Carlos KellyDirector
Chris PatriccaDirector
Dr Karen SerrellDirector
Gaile AnthonyDirector
Gray DavisDirector
Joanne RobertsonDirector
Kerri GoldsmithDirector
Pam LariviereDirector
Tom Hoolihan JrDirector
Caryn SmithSecretary
Marilyn StoutTreasurer
Helena DabrowskiVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$57,658
Program Service Revenue
$243,597
Investment Income
$11,268
Other Revenue
$2,506
All Other Contributions
$17,226
Change in Net Assets
$-10,007
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$153,125
Salaries, Compensation, and Employee Benefits$143,020
Grants and Similar Amounts Paid$28,891
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$42,409$42,408-$84,817
Other Salaries and Wages$20,267$28,523-$48,790
Occupancy$39,047$1,109-$40,156
Grants to Domestic Individuals$28,891--$28,891
Advertising$19,715--$19,715
Fees for Services Accounting-$10,835-$10,835
Depreciation Depletion$7,947$2,649-$10,596
Payroll Taxes$5,515$3,898-$9,413
Insurance-$7,995-$7,995
All Other Expenses$1,424$5,692-$7,116
Fees for Services Legal-$3,200-$3,200
Office Expenses-$3,189-$3,189
Other Expenses$3,729$2,400-$2,400
Travel-$646-$646
Total Functional Expenses$208,908$116,128$0$325,036
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$47,488
Fundraising Direct Expenses$46,900
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Uncommon Evenin$72,413$47,488$9,219$38,269
Holiday House$15,507-$15,095-
Total Events$87,920$47,488$46,900$588
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Caryn SmithBoard SecretaryWeb Design/soc.mediaNo$6,650
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Customer Deposits$62,856
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The foundation has members.”

Form 990, Page 6, Part VI, Line 7A

“The foundation has members who elect members of the board.”

Form 990, Page 6, Part VI, Line 7B

“The decisions of the board are subject to the approval of the members.”

Form 990, Page 6, Part VI, Line 11B

“A draft of the tax return is reviewed by the treasurer and the executive director and then presented to the executive committee of the board prior to signing and filing.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is written in the foundation's by-laws, and signed annually by board members. In addition, at each board meeting, members are asked to disclose any conflict of interest to the other board members.”

Form 990, Page 6, Part VI, Line 15A

“Compensation for the executive director is reviewed and approved by the executive committee of the board annually during the budget process.”

Form 990, Page 6, Part VI, Line 19

“The foundation makes its governing documents, conflict of interest policy and financial statements available to the public at the organization's headquarters upon request.”

Filing and Contact Details

Filer

Filer Name
Uncommon Friends Foundation Inc
EIN
65-0490124
Phone
2393379505
Address
PO BOX 811, FORT MYERS, FL 33902

Signing Officer

Name
Helena Dabrowski
Title
Vice President
Phone
2393379503
Signed
2018-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Helena Dabrowski
Formed
1993
Legal Domicile
Fl
Voting Board Members
15
Independent Board Members
15
Employees
12
Volunteers
75

Preparer

Firm
Myers Brettholtz & Company Pa
Address
12671 WHITEHALL DR, FORT MYERS, FL 33907-3626
Preparer
Steven M Brettholtz CPA
Phone
2399395775
Raw XML AppendixShowing 400 of 519 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt010079
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07662
IRS990/AccountsReceivableGrp/BOYAmt04110
IRS990/AccountsReceivableGrp/EOYAmt01486
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE FOUNDATION'S MISSION IS TO PROMOTE CHARACTER EDUCATION IN SCHOOLS, BUSINESS ETHICS IN THE WORKPLACE AND HISTORIC PRESERVATION OF THE BURROUGHS HOME AND JAMES NEWTON ARCHIVES.
IRS990/AdvertisingGrp/ProgramServicesAmt019715
IRS990/AdvertisingGrp/TotalAmt019715
IRS990/AllOtherContributionsAmt017226
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05692
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01424
IRS990/AllOtherExpensesGrp/TotalAmt07116
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0SHARON BROTHERTON
IRS990/BooksInCareOfDetail/PhoneNum02394373016
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 811
IRS990/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033902
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CashNonInterestBearingGrp/BOYAmt0261751
IRS990/CashNonInterestBearingGrp/EOYAmt0218463
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt042408
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt042409
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt084817
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt040432
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt057658
IRS990/CYGrantsAndSimilarPaidAmt028891
IRS990/CYInvestmentIncomeAmt011268
IRS990/CYOtherExpensesAmt0153125
IRS990/CYOtherRevenueAmt02506
IRS990/CYProgramServiceRevenueAmt0243597
IRS990/CYRevenuesLessExpensesAmt0-10007
IRS990/CYSalariesCompEmpBnftPaidAmt0143020
IRS990/CYTotalExpensesAmt0325036
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0315029
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt013256
IRS990/DeferredRevenueGrp/EOYAmt027835
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02649
IRS990/DepreciationDepletionGrp/ProgramServicesAmt07947
IRS990/DepreciationDepletionGrp/TotalAmt010596
IRS990/Desc0CHARACTER EDUCATION: IT'S ABOUT CELEBRATING AND TEACHING POSITIVE HUMAN QUALITIES, QUALITIES THAT LEAD TO PRODUCTIVE LIVES AND A THRIVING SOCIETY. THE FOUNDATION'S CHARACTER EDUCATION PROGRAM TEACHES SUCH TRAITS AS HONESTY, INTEGRITY, FRIENDSHIP, COOPERATION AND PERSEVERANCE. THE CURRICULUM FOR GRADES 3 THRU 8 AND HIGH SCHOOL AND BEYOND PROVIDES TEACHERS AND STUDENTS WITH ACTIVITIES THAT INSTALL ETHICS AND POSITIVE CHARACTER TRAITS AND CAN BE INTEGRATED INTO ALL ACADEMIC SUBJECT AREAS WITHIN THE FIVE COUNTIES OF SOUTHWEST FLORIDA. THE STUDENT POPULATION IN THIS AREA IS ESTIMATED AT 83,600. THE CURRICULUM IS ALSO AVAILABLE ONLINE FOR DOWNLOAD BY EDUCATORS AND STUDENTS WORLDWIDE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt012
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0125941
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010835
IRS990/FeesForServicesAccountingGrp/TotalAmt010835
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03200
IRS990/FeesForServicesLegalGrp/TotalAmt03200
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.35
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.35
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.35
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.35
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.35
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.35
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.35
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.35
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.35
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.35
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.35
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.35
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.35
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN ALBION
IRS990/Form990PartVIISectionAGrp/PersonNm1HELENA DABROWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm2MARILYN STOUT
IRS990/Form990PartVIISectionAGrp/PersonNm3CARYN SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm4GAILE ANTHONY
IRS990/Form990PartVIISectionAGrp/PersonNm5ALEXANDRA BREMNER
IRS990/Form990PartVIISectionAGrp/PersonNm6GRAY DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm7KERRI GOLDSMITH
IRS990/Form990PartVIISectionAGrp/PersonNm8TOM HOOLIHAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm9CARLOS KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm10PAM LARIVIERE
IRS990/Form990PartVIISectionAGrp/PersonNm11DR KAREN SERRELL
IRS990/Form990PartVIISectionAGrp/PersonNm12BRENDA STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm13JOANNE ROBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm14CHRIS PATRICCA
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/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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt040432
IRS990/FundraisingDirectExpensesAmt046900
IRS990/FundraisingGrossIncomeAmt047488
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt028891
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt028891
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt028891
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0361929
IRS990/GrossSalesOfInventoryAmt0530
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07995
IRS990/InsuranceGrp/TotalAmt07995
IRS990/InventoriesForSaleOrUseGrp/BOYAmt04728
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04728
IRS990/InvestmentIncomeGrp/ExclusionAmt011268
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011268
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt038535
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0409334
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0419523
IRS990/LandBldgEquipCostOrOtherBssAmt0458058
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FOUNDATION'S MISSION IS TO PROMOTE CHARACTER EDUCATION IN SCHOOLS, BUSINESS ETHICS IN THE WORKPLACE AND HISTORIC PRESERVATION OF THE BURROUGHS HOME AND JAMES NEWTON ARCHIVES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0658428
IRS990/NetAssetsOrFundBalancesEOYAmt0648421
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0588
IRS990/NetIncomeOrLossGrp/ExclusionAmt0530
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0530
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt014925
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01109
IRS990/OccupancyGrp/ProgramServicesAmt039047
IRS990/OccupancyGrp/TotalAmt040156
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03189
IRS990/OfficeExpensesGrp/TotalAmt03189
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0475
IRS990/OtherAssetsTotalGrp/EOYAmt0475
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1GUEST EVENTS
IRS990/OtherExpensesGrp/Desc2BANK AND CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc3CASUAL LABOR
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03584
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12400
IRS990/OtherExpensesGrp/ProgramServicesAmt039964
IRS990/OtherExpensesGrp/ProgramServicesAmt13729
IRS990/OtherExpensesGrp/TotalAmt039964
IRS990/OtherExpensesGrp/TotalAmt13729
IRS990/OtherExpensesGrp/TotalAmt23584
IRS990/OtherExpensesGrp/TotalAmt32400
IRS990/OtherLiabilitiesGrp/BOYAmt0110498
IRS990/OtherLiabilitiesGrp/EOYAmt062856
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/ExclusionAmt01388
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01388
IRS990/OtherRevenueTotalAmt01388
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt028523
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt020267
IRS990/OtherSalariesAndWagesGrp/TotalAmt048790
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03898
IRS990/PayrollTaxesGrp/ProgramServicesAmt05515
IRS990/PayrollTaxesGrp/TotalAmt09413
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05774
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05959
IRS990/PrincipalOfficerNm0HELENA DABROWSKI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0BURROUGHS HOME
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0236408
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17189
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0236408
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17189
IRS990/ProgSrvcAccomActy2Grp/Desc0HISTORIC PRESERVATION AND EDUCATION: THE FOUNDATION AND NAME EVOLVED FROM JAMES D. NEWTON'S BOOK, UNCOMMON FRIENDS, RELATING TO HIS EXPERIENCES WITH AND OBSERVATIONS OF THOSE WHO WERE INFLUENTIAL IN SHAPING THE TWENTIETH CENTURY (SUCH AS TOMAS A. EDISON, HENRY FORD, HARVEY FIRESTONE, ALEXIS CARREL AND CHARLES LINDBERGH). THE FOUNDATION SEEKS TO COLLECT, PRESERVE AND EXHIBIT ARCHIVAL AND THREE-DIMENSIONAL MATERIALS RELATED TO NEWTON. IN 2008, THE FOUNDATION MOVED INTO THE HISTORIC 1901 BURROUGHS HOME AND RESTORED IT TO DISPLAY THE NEWTON COLLECTION. IN 2016, HISTORICAL TOURS WERE GIVEN TO AN ESTIMATED 16,000 ADULTS AND CHILDREN TOURING THE NATIONAL HISTORIC REGISTERED BURROUGHS HOME.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt082967
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0243597
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt075680
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt021981
IRS990/PYInvestmentIncomeAmt011011
IRS990/PYOtherExpensesAmt0130562
IRS990/PYOtherRevenueAmt021453
IRS990/PYProgramServiceRevenueAmt0134923
IRS990/PYRevenuesLessExpensesAmt0-30058
IRS990/PYSalariesCompEmpBnftPaidAmt0120582
IRS990/PYTotalExpensesAmt0273125
IRS990/PYTotalRevenueAmt0243067
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-10007
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0106089
IRS990/SavingsAndTempCashInvstGrp/EOYAmt096140
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt015,934
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt057658
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt075680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0396668
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0136595
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt038825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0705426
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011268
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010942
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010850
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010686
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt054757
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0291085
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01918
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03129
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02045
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt08678
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02082
IRS990ScheduleA/OtherIncome170Grp/TotalAmt017852
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90670
IRS990ScheduleA/PublicSupportPY170Pct00.90450
IRS990ScheduleA/PublicSupportTotal170Amt0705426
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt057658
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt075680
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0396668
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0136595
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt038825
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0705426
IRS990ScheduleA/TotalSupportAmt0778035
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0367874
IRS990ScheduleD/BuildingsGrp/DepreciationAmt017282
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0385156
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020942
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt020942
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt020474
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0311
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt020785
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt031175
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt031175
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt062856
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CUSTOMER DEPOSITS
IRS990ScheduleD/SolicitedAssetsSaleInd0true
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0419523
IRS990ScheduleD/TotalLiabilityAmt062856
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt040432
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt024925
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt015507
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt046900
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01400
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01400
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0UNCOMMON EVENIN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY HOUSE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt017061
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt017061
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt072413
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015507
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt087920
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt047488

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$746,774
Liabilities
$98,353
Net assets
$648,421
Revenue
$315,029
Expenses
$325,036
Net income
-$10,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.89$0.87$4.02$4.15$4.58$0.43
2023Detailed filing. Detailed filing data is available for this year.$5.18$0.65$4.53$4.18$3.92$0.26
2022Detailed filing. Detailed filing data is available for this year.$5.24$1.02$4.22$2.14$2.61$0.47
2021Detailed filing. Detailed filing data is available for this year.$5.63$0.90$4.73$2.31$2.45$0.14
2020Detailed filing. Detailed filing data is available for this year.$5.37$0.51$4.86$1.80$2.23$0.43
2019Detailed filing. Detailed filing data is available for this year.$5.75$0.50$5.25$3.10$2.96$0.14
2018Detailed filing. Detailed filing data is available for this year.$5.88$0.78$5.10$3.50$3.71$0.21
2017Detailed filing. Detailed filing data is available for this year.$6.51$1.13$5.39$2.81$3.90$1.10
2016Detailed filing. Detailed filing data is available for this year.$7.47$0.98$6.48$3.15$3.25$0.10
2015Detailed filing. Detailed filing data is available for this year.$7.92$1.34$6.58$2.43$2.73$0.30
2014Detailed filing. Detailed filing data is available for this year.$7.29$0.41$6.88$5.09$2.05$3.03
2013Detailed filing. Detailed filing data is available for this year.$4.43$0.58$3.85$3.09$2.01$1.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$0.61$2.78$2.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.52$0.48$3.04$3.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.50$0.55$2.95$2.91
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $500k-$1M nonprofits