Civic Intelligence

Ocean Reef Community Foundation Inc

990 • Fiscal year 2014 • EIN 65-0509255

Nov 01, 2013 to Oct 31, 2014 • Filed on Aug 07, 2015

Organization ProfileWWW.ORFOUND.ORG
35 OCEAN REEF DRIVE Room 14833037

(305) 367-6303

Siviq Scores

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

Liabilities / Assets

74th percentile

0.57x

Higher debt load relative to assets than 74% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

88th percentile

2.35x

Higher debt load relative to revenue than 88% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

53rd percentile

4.5%

Higher net margin than 53% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

8th percentile

$55,348

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

33rd percentile

-0.2%

Faster revenue growth than 33% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$30,564,216

Up $3,066,617 (+11%) from 2013

Net Assets

Up

$13,246,668

Up $1,146,599 (+9.5%) from 2013

Liabilities

Up

$17,317,548

Up $1,920,018 (+12%) from 2013

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin53rd percentile

Revenue

$7,365,332

No earlier filing loaded for comparison.

Expenses

Up

$7,030,341

Up $1,627,019 (+30%) from 2013

Net Income

$334,991

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$150M$100M$50M$0Assets 2010: $18,258,221Liabilities 2010: $7,148,897Net Assets 2010: $11,109,3242010Assets 2011: $21,798,884Liabilities 2011: $9,492,924Net Assets 2011: $12,305,9602011Assets 2012: $22,062,203Liabilities 2012: $11,917,186Net Assets 2012: $10,145,0172012Assets 2013: $27,497,599Liabilities 2013: $15,397,530Net Assets 2013: $12,100,0692013Assets 2014: $30,564,216Liabilities 2014: $17,317,548Net Assets 2014: $13,246,6682014Assets 2015: $30,522,782Liabilities 2015: $18,441,654Net Assets 2015: $12,081,1282015Assets 2016: $29,135,338Liabilities 2016: $17,984,167Net Assets 2016: $11,151,1712016Assets 2017: $32,988,071Liabilities 2017: $19,877,045Net Assets 2017: $13,111,0262017Assets 2018: $42,065,237Liabilities 2018: $19,857,503Net Assets 2018: $22,207,7342018Assets 2019: $44,953,551Liabilities 2019: $19,108,508Net Assets 2019: $25,845,0432019Assets 2020: $43,415,311Liabilities 2020: $17,269,348Net Assets 2020: $26,145,9632020Assets 2021: $61,379,615Liabilities 2021: $21,998,879Net Assets 2021: $39,380,7362021Assets 2022: $74,889,001Liabilities 2022: $21,051,666Net Assets 2022: $53,837,3352022Assets 2023: $83,478,460Liabilities 2023: $21,694,553Net Assets 2023: $61,783,9072023Assets 2024: $109,687,070Liabilities 2024: $26,231,754Net Assets 2024: $83,455,3162024

Highlighted filing

2014

Assets$30,564,216
Liabilities$17,317,548
Net Assets$13,246,668
Open 2014 Filing

Operations Trend

Revenue Growth33rd percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $3,521,8292010Revenue 2011: $7,416,101Expenses 2011: $6,269,224Net Income 2011: $1,146,8772011Expenses 2012: $5,842,6892012Expenses 2013: $5,403,3222013Revenue 2014: $7,365,332Expenses 2014: $7,030,341Net Income 2014: $334,9912014Revenue 2015: $7,555,398Expenses 2015: $8,806,636Net Income 2015: -$1,251,2382015Revenue 2016: $6,184,147Expenses 2016: $7,242,531Net Income 2016: -$1,058,3842016Revenue 2017: $9,092,960Expenses 2017: $8,838,154Net Income 2017: $254,8062017Revenue 2018: $19,623,528Expenses 2018: $12,087,568Net Income 2018: $7,535,9602018Revenue 2019: $11,774,389Expenses 2019: $8,448,991Net Income 2019: $3,325,3982019Revenue 2020: $11,490,995Expenses 2020: $10,548,631Net Income 2020: $942,3642020Revenue 2021: $18,616,509Expenses 2021: $10,735,733Net Income 2021: $7,880,7762021Revenue 2022: $35,254,088Expenses 2022: $12,425,709Net Income 2022: $22,828,3792022Revenue 2023: $22,437,245Expenses 2023: $15,712,386Net Income 2023: $6,724,8592023Revenue 2024: $22,583,134Expenses 2024: $13,539,333Net Income 2024: $9,043,8012024

Highlighted filing

2014

Revenue$7,365,332
Expenses$7,030,341
Net Income$334,991
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Aug 7, 2015
Return Version
2013v4.0
Gross Receipts
$7,754,479
Mission and Program Overview

Mission

To promote and enhance responsible and effective philanthrophy for members of the ocean reef community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,893,946$10,111,667▲ $1,217,721
Savings and Temporary Cash Investments$1,235,218$1,193,958▼ $41,260
Investments Other Securities$926,760$967,539▲ $40,779
Pledges and Grants Receivable$508,625$441,295▼ $67,330
Land, Buildings, and Equipment, Net$400,475$400,908▲ $433
Prepaid Expenses and Deferred Charges$85,416$80,384▼ $5,032
Inventories for Sale or Use$6,193$5,161▼ $1,032
Total Assets$27,497,599$30,564,216▲ $3,066,617
Other Assets Total$15,440,966$17,363,304▲ $1,922,338
Liabilities
Escrow Account Liability$15,375,916$17,293,886▲ $1,917,970
Accounts Payable and Accrued Expenses$17,814$23,562▲ $5,748
Deferred Revenue$3,800$100▼ $3,700
Total Liabilities$15,397,530$17,317,548▲ $1,920,018
Net Assets / Fund Balance
Unrestricted Net Assets$11,020,962$12,424,752▲ $1,403,790
Temporarily Rstr Net Assets$1,029,945$772,359▼ $257,586
Permanently Rstr Net Assets$49,162$49,557▲ $395
Total Net Assets Fund Balance$12,100,069$13,246,668▲ $1,146,599
Total Liabilities and Net Assets / Fund Balance$27,497,599$30,564,216▲ $3,066,617

Asset Categories

AssetBook ValueDepreciationBasis
Land$400,000-$400,000
Other Land Buildings$908$8,455$8,787
Other Assets Org$69,418--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$4,703,936$398,955▲ $534,421-$4,832,287
2012$3,756,966$759,522▲ $684,002-$4,703,936
2011$3,506,389$567,544▲ $123,277-$3,756,966
2010$3,664,754$292,476▲ $2,470-$3,506,389
2009$3,382,520$831,225▲ $5,170-$3,664,754
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Yurianna MikolaySecretaryFT$55,348$55,348

Board Members and Trustees

NameTitle
William NuttChairman
Alan J GoldsteinChairman Emeritus
Steven A MarkelPresident
Michael BermanVice President
Thomas N DavidsonVice President
Adelaide SkoglundDirector
Amy JosephDirector
Carla WoodDirector
Cindy ManzoDirector
Cynthia LeeDirector
David RitzDirector
Edmund A HanimDirector
Janie SimsDirector
Jill SullivanDirector
John LeeDirector
Kathy WeilandDirector
Kenneth DeweyDirector
Michael LeemhuisDirector
Mike JonesDirector
Nelson SimsDirector
Richard T FarmerDirector
Robert SchmettererDirector
Ronald CresswellDirector
Sarina KinneyDirector
Stephen WoodsumDirector
Stevie WishnackDirector
Kenneth KarlTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,071,898
Program Service Revenue
$0
Investment Income
$293,134
Other Revenue
$300
All Other Contributions
$3,837,987
Change in Net Assets
$334,991

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table174$662,884donor value
Securities Miscellaneous18$389,147market value
Total Noncash Contributions192$1,052,031-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,365,332
Revenue Not Reported on Form 990
$811,608
Total Revenue per Audited Statements
$8,176,940
Total Revenue per Form 990
$7,365,332
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,408,494
Other Expenses$558,595
Total Fundraising Expense$510,946
Salaries, Compensation, and Employee Benefits$63,252
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,408,494--$6,408,494
Other Salaries and Wages-$63,252-$63,252
Fees for Services Accounting-$19,810-$19,810
Other Expenses-$17,129$13,014$13,014
All Other Expenses-$2,282$4,187$6,469
Office Expenses-$2,806-$2,806
Occupancy-$2,716-$2,716
Insurance-$2,482-$2,482
Fees for Services Legal-$150-$150
Depreciation Depletion-$143-$143
Travel-$131-$131
Total Functional Expenses$6,408,494$110,901$510,946$7,030,341

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,030,341
Total Expenses per Audited Statements$7,030,341
Total Expenses per Form 990$7,030,341
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
65-0443146--medical center$1,080,362
65-0483801--cultural community center$767,893
65-0146241--education$418,830
58-1285159--shelter for needy$393,250
26-4692639--conservation$294,771
59-2059761--art appreciation$249,705
59-2097520--assisstance to needy$159,860
59-0624464--social services$128,000
16-0849516--social services$100,000
16-1391608--medical support$100,000
26-1590372--education support$90,000
65-0551178--childrens scholarships$80,000
65-1002109--religious organization$78,100
59-1923401--medical facility$74,000
65-0125916--animal care center$56,279
13-5562308--medical facility$50,000
02-0554654--first responders support$50,000
59-6000750--education$45,470
59-0839562--social services$44,800
59-6033466--religious mission$44,100
59-2386289--health services$39,000
65-0716969--community grant$35,000
65-0534683--community grant$32,667
59-2605356--shelter counseling$30,000
01-0368070--art appreciation$30,000
59-2810036--early learning childcare$28,287
59-2569073--support military personnel$26,500
65-0988321--fish preservation$25,328
65-0486471--religious organization$25,200
36-1502650--food for needy$24,000
59-1279497--social services$23,729
23-7297770--medical support$22,000
65-0375361--religious organization$20,530
22-2882549--community grant$20,000
26-0086305--support for injured military$20,000
65-0760704--social servcies$20,000
61-0448560--education$20,000
59-3228899--natural resource conservation$19,750
65-0353695--performing arts$18,000
23-7411790--community grant$17,253
65-1012818--child care services$17,000
31-0537080--syphony support$15,427
65-0945018--social services$15,000
59-0915177--education$15,000
59-0624458--education$15,000
85-1221966--religious organization$14,205
65-0338315--childrens foundation$13,500
59-1545230--religious organization$12,000
20-0593910--social services$10,000
65-0032862--social services$10,000
65-0425069--social services$10,000
33-1024026--conservation$10,000
65-0051482--social services$10,000
27-1533560--education$10,000
36-3894824--help impoverished youth$10,000
59-7800230--community grant$10,000
59-2153608--social services$7,500
13-4341209--national park support$6,400
20-0141609--social services$5,570
65-0971578--religious organization$5,160
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$3,233,911---
Total Events$3,233,911---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B

“Organizations process to review Form 990 The president, chairman, and treasurer, discuss and review the Form 990 before the tax return is signed and filed with the service.”

Form 990, Part VI, Line 12C

“Enforcement of conflicts policy The Foundation requires directors to sign a written conflict of interest statement every year.”

Form 990, Part VI, Line 15A

“Compensation process for top officials Officers and directors are unpaid volunteers.”

Form 990, Part VI, Line 15B

“Compensation process for officers Officers and directors are unpaid volunteers. Compensation of staff members is approved by officers before hire.”

Form 990, Part VI, Line 19

“Governing documents disclosure explanation Incorporation documents are available on-line at the State of Florida website. Other documents are available to the public upon request.”

Form 990, Part VI, Section A, Line 2

“Family relationships Janie Sims - Director and Nelson Sims - Director have a family relationship.”

Filing and Contact Details

Filer

EIN
65-0509255
Phone
3053676303

Signing Officer

Name
Yurianna Mikolay
Title
Executive Director
Signed
2015-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Nutt
Formed
1994
Legal Domicile
Fl
Voting Board Members
26
Independent Board Members
20
Employees
0

Preparer

Preparer
Richard Henneforth
Phone
3052207366
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4

“All other accomplishments To provide for code section 501c3 organizations and other not for profit organizations that benefit the community of Ocean Reef and the surrounding area, as well as other qualified charitable organizations.”

Financial Statement Notes

IV 2B

“Escrow liability arrangement explanation In February 2009, The Foundation entered into an agreement with the Ocean Reef Cultural Center The Center, another not for profit entity within the Ocean Reef Community, whereby the Foundation would maintain certain investments on behalf of The Center. In March of 2009, The Center transferred these assets into Foundation owned accounts with the stipulation that they be held by the Foundation for a period of no less than three years with a guaranteed right of return to The Center. No benefit inures to the Foundation in connection with this arrangement i.e. management fees, percentage of revenues - these accounts are strictley custodial in nature and are off-set by a corresponding liability on the Foundations books. All asset activity interest, dividends, change in market value, fees are recorded by The Center.”

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IRS990/Form990PartVIISectionAGrp/PersonNm0William Nutt
IRS990/Form990PartVIISectionAGrp/PersonNm1Alan J Goldstein
IRS990/Form990PartVIISectionAGrp/PersonNm2Steven A Markel
IRS990/Form990PartVIISectionAGrp/PersonNm3Thomas N Davidson
IRS990/Form990PartVIISectionAGrp/PersonNm4Ronald Cresswell
IRS990/Form990PartVIISectionAGrp/PersonNm5Kenneth Dewey
IRS990/Form990PartVIISectionAGrp/PersonNm6Mike Jones
IRS990/Form990PartVIISectionAGrp/PersonNm7Michael Berman
IRS990/Form990PartVIISectionAGrp/PersonNm8Amy Joseph
IRS990/Form990PartVIISectionAGrp/PersonNm9Richard T Farmer
IRS990/Form990PartVIISectionAGrp/PersonNm10Michael Leemhuis
IRS990/Form990PartVIISectionAGrp/PersonNm11Edmund A Hanim
IRS990/Form990PartVIISectionAGrp/PersonNm12Kenneth Karl
IRS990/Form990PartVIISectionAGrp/PersonNm13Cynthia Lee
IRS990/Form990PartVIISectionAGrp/PersonNm14John Lee
IRS990/Form990PartVIISectionAGrp/PersonNm15Cindy Manzo
IRS990/Form990PartVIISectionAGrp/PersonNm16David Ritz
IRS990/Form990PartVIISectionAGrp/PersonNm17Robert Schmetterer
IRS990/Form990PartVIISectionAGrp/PersonNm18Janie Sims
IRS990/Form990PartVIISectionAGrp/PersonNm19Adelaide Skoglund
IRS990/Form990PartVIISectionAGrp/PersonNm20Jill Sullivan
IRS990/Form990PartVIISectionAGrp/PersonNm21Kathy Weiland
IRS990/Form990PartVIISectionAGrp/PersonNm22Stephen Woodsum
IRS990/Form990PartVIISectionAGrp/PersonNm23Stevie Wishnack
IRS990/Form990PartVIISectionAGrp/PersonNm24Carla Wood
IRS990/Form990PartVIISectionAGrp/PersonNm25Sarina Kinney
IRS990/Form990PartVIISectionAGrp/PersonNm26Nelson Sims
IRS990/Form990PartVIISectionAGrp/PersonNm27Yurianna Mikolay
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24Director
IRS990/Form990PartVIISectionAGrp/TitleTxt25Director
IRS990/Form990PartVIISectionAGrp/TitleTxt26Director
IRS990/Form990PartVIISectionAGrp/TitleTxt27Secretary
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,564,216
Liabilities
$17,317,548
Net assets
$13,246,668
Revenue
$7,365,332
Expenses
$7,030,341
Net income
$334,991
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$110$26.2$83.5$22.6$13.5$9.04
2023Detailed filing. Detailed filing data is available for this year.$83.5$21.7$61.8$22.4$15.7$6.72
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.9$21.1$53.8$35.3$12.4$22.8
2021Detailed filing. Detailed filing data is available for this year.$61.4$22.0$39.4$18.6$10.7$7.88
2020Detailed filing. Detailed filing data is available for this year.$43.4$17.3$26.1$11.5$10.5$0.94
2019Detailed filing. Detailed filing data is available for this year.$45.0$19.1$25.8$11.8$8.45$3.33
2018Detailed filing. Detailed filing data is available for this year.$42.1$19.9$22.2$19.6$12.1$7.54
2017Detailed filing. Detailed filing data is available for this year.$33.0$19.9$13.1$9.09$8.84$0.25
2016Detailed filing. Detailed filing data is available for this year.$29.1$18.0$11.2$6.18$7.24$1.06
2015Detailed filing. Detailed filing data is available for this year.$30.5$18.4$12.1$7.56$8.81$1.25
2014Detailed filing. Detailed filing data is available for this year.$30.6$17.3$13.2$7.37$7.03$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.5$15.4$12.1$5.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.1$11.9$10.1$5.84
2011Summary only. Only limited summary data is available for this year.$21.8$9.49$12.3$7.42$6.27$1.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.3$7.15$11.1$3.52