Civic Intelligence

South Venice Beach Endowment Trust

990 • Fiscal year 2019 • EIN 65-6372220

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

Organization ProfileN/A
720 Alligator DriveVenice, FL 34293

(941) 493-0006

Siviq Scores

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

Liabilities / Assets

55th percentile

0.05x

Higher debt load relative to assets than 55% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

76th percentile

0.19x

Higher debt load relative to revenue than 76% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

74th percentile

17%

Faster asset growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

52%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$939,159

Up $138,491 (+17%) from 2018

Net Assets

Up

$893,419

Up $121,481 (+16%) from 2018

Liabilities

Up

$45,740

Up $17,010 (+59%) from 2018

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin79th percentile

Revenue

Up

$238,210

Up $81,077 (+52%) from 2018

Expenses

Up

$183,774

Up $20,095 (+12%) from 2018

Net Income

Up

$54,436

Up $60,982 (+932%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $589,579Liabilities 2011: $17,235Net Assets 2011: $572,3442011Assets 2012: $659,024Liabilities 2012: $29,218Net Assets 2012: $629,8062012Assets 2013: $826,406Liabilities 2013: $57,842Net Assets 2013: $768,5642013Assets 2014: $903,173Liabilities 2014: $44,473Net Assets 2014: $858,7002014Assets 2015: $858,733Liabilities 2015: $50,201Net Assets 2015: $808,5322015Assets 2016: $838,829Liabilities 2016: $45,056Net Assets 2016: $793,7732016Assets 2017: $837,378Liabilities 2017: $44,586Net Assets 2017: $792,7922017Assets 2018: $800,668Liabilities 2018: $28,730Net Assets 2018: $771,9382018Assets 2019: $939,159Liabilities 2019: $45,740Net Assets 2019: $893,4192019Assets 2020: $935,320Liabilities 2020: $44,263Net Assets 2020: $891,0572020Assets 2021: $1,028,778Liabilities 2021: $30,436Net Assets 2021: $998,3422021Assets 2022: $885,485Liabilities 2022: $2,814Net Assets 2022: $882,6712022Assets 2023: $852,139Liabilities 2023: $1,941Net Assets 2023: $850,1982023Assets 2024: $800,382Liabilities 2024: $1,928Net Assets 2024: $798,4542024

Highlighted filing

2019

Assets$939,159
Liabilities$45,740
Net Assets$893,419
Open 2019 Filing

Operations Trend

Revenue Growth86th percentile

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

$400K$200K$0-$200KExpenses 2011: $97,8422011Expenses 2012: $96,3532012Revenue 2013: $202,046Expenses 2013: $109,827Net Income 2013: $92,2192013Revenue 2014: $220,075Expenses 2014: $119,524Net Income 2014: $100,5512014Revenue 2015: $146,012Expenses 2015: $144,381Net Income 2015: $1,6312015Revenue 2016: $130,054Expenses 2016: $186,266Net Income 2016: -$56,2122016Revenue 2017: $363,111Expenses 2017: $350,076Net Income 2017: $13,0352017Revenue 2018: $157,133Expenses 2018: $163,679Net Income 2018: -$6,5462018Revenue 2019: $238,210Expenses 2019: $183,774Net Income 2019: $54,4362019Revenue 2020: $138,498Expenses 2020: $183,664Net Income 2020: -$45,1662020Revenue 2021: $185,958Expenses 2021: $182,912Net Income 2021: $3,0462021Revenue 2022: $169,135Expenses 2022: $184,379Net Income 2022: -$15,2442022Revenue 2023: $131,213Expenses 2023: $227,370Net Income 2023: -$96,1572023Revenue 2024: $172,097Expenses 2024: $256,606Net Income 2024: -$84,5092024

Highlighted filing

2019

Revenue$238,210
Expenses$183,774
Net Income$54,436
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.0
Gross Receipts
$267,784
Mission and Program Overview

Mission

To hold, manage and maintain in perpetuity all trust holdings and to provide them for public benefit and the enjoyment of community residents

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$518,511$599,293▲ $80,782
Land, Buildings, and Equipment, Net$242,884$217,993▼ $24,891
Savings and Temporary Cash Investments$19,366$84,370▲ $65,004
Cash and Non-Interest-Bearing Accounts$15,630$33,090▲ $17,460
Prepaid Expenses and Deferred Charges$4,277$4,413▲ $136
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$800,668$939,159▲ $138,491
Other Assets Total-$0-
Liabilities
Deferred Revenue$28,480$45,490▲ $17,010
Other Liabilities$250$250→ $0
Total Liabilities$28,730$45,740▲ $17,010
Net Assets / Fund Balance
Net Assets With Donor Restrictions$450,000$520,290▲ $70,290
Net Assets Without Donor Restrictions$321,938$373,129▲ $51,191
Total Net Assets Fund Balance$771,938$893,419▲ $121,481
Total Liabilities and Net Assets / Fund Balance$800,668$939,159▲ $138,491

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$141,478$80,518$221,996
Equipment$48,632$55,388$104,020
Land$27,883-$27,883
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
John BowneTrustee
John BridingerTrustee
Martha NeilsenTrustee
Steve SuauTrustee
Robert PietrasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$91,060
Program Service Revenue
$131,725
Investment Income
$14,301
Other Revenue
$1,124
All Other Contributions
$91,060
Change in Net Assets
$54,436
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$166,550
Salaries, Compensation, and Employee Benefits$17,224
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$24,892--$24,892
Other Salaries and Wages-$16,000-$16,000
Occupancy$12,792--$12,792
Fees for Service Investment Mgmnt Fees-$5,560-$5,560
Insurance$4,494$1,030-$5,524
Other Expenses$4,561--$4,561
All Other Expenses$819$3,438-$4,257
Office Expenses-$1,780-$1,780
Fees for Services Accounting-$1,250-$1,250
Payroll Taxes-$1,224-$1,224
Fees for Services Legal-$375-$375
Advertising-$269-$269
Total Functional Expenses$152,848$30,926$0$183,774
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,600
Fundraising Direct Expenses$476
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$250
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
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: Form 990 Review Process

“The officers review the return and discuss any questions with the preparer if necessary.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members routinely excuse themselves from participating in any vote that has a relation as described in question 12.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“PROVIDED UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
South Venice Beach Endowment Trust
EIN
65-6372220
Phone
9414930006
Address
720 ALLIGATOR DRIVE, VENICE, FL 34293

Signing Officer

Name
Robert Pietras
Title
Treasurer
Signed
2020-11-11
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
1

Preparer

Firm
Hough & Company Pa Cpas
Address
248 NOKOMIS AVE S, VENICE, FL 34285
Preparer
Mark S Ring CPA
Phone
9414887768
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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/ReconcilationRevenueExpnssAmt054436
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0108715
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt019366
IRS990/SavingsAndTempCashInvstGrp/EOYAmt084370
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt091060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0185638
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03477
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04281
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0286761
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt015745
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012229
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt012538
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014881
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012017
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt067410
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0133325
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0143930
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0132665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0128068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0122428
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0660416
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt015745
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012229
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt012538
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014881
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt067410
IRS990ScheduleA/InvestmentIncomeCYPct00.06640
IRS990ScheduleA/InvestmentIncomePYPct00.08740
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93360
IRS990ScheduleA/PublicSupportPY509Pct00.91260
IRS990ScheduleA/PublicSupportTotal509Amt0947177
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0224385
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0146235
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0318303
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0131545
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0126709
IRS990ScheduleA/Total509Grp/TotalAmt0947177
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0240130
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0158464
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0330841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0146426
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0138726
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01014587
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/EquipmentGrp/BookValueAmt048632
IRS990ScheduleD/EquipmentGrp/DepreciationAmt055388
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0104020
IRS990ScheduleD/LandGrp/BookValueAmt027883
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt027883
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0141478
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt080518
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0221996
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0217993
IRS990ScheduleD/TotalLiabilityAmt0250
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OFFICERS REVIEW THE RETURN AND DISCUSS ANY QUESTIONS WITH THE PREPARER IF NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ROUTINELY EXCUSE THEMSELVES FROM PARTICIPATING IN ANY VOTE THAT HAS A RELATION AS DESCRIBED IN QUESTION 12.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDED UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0800668
IRS990/TotalAssetsEOYAmt0939159
IRS990/TotalAssetsGrp/BOYAmt0800668
IRS990/TotalAssetsGrp/EOYAmt0939159
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt091060
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030926
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0152848
IRS990/TotalFunctionalExpensesGrp/TotalAmt0183774
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt028730
IRS990/TotalLiabilitiesEOYAmt045740
IRS990/TotalLiabilitiesGrp/BOYAmt028730
IRS990/TotalLiabilitiesGrp/EOYAmt045740
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0771938
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0893419
IRS990/TotalProgramServiceExpensesAmt0152848
IRS990/TotalProgramServiceRevenueAmt0131725
IRS990/TotalRevenueGrp/ExclusionAmt015745
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0130281
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0238210
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0800668
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0939159
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$939,159
Liabilities
$45,740
Net assets
$893,419
Revenue
$238,210
Expenses
$183,774
Net income
$54,436
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.17$0.26$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.13$0.23$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.88$0.17$0.18$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.03$1.00$0.19$0.18$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.04$0.89$0.14$0.18$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.05$0.89$0.24$0.18$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.03$0.77$0.16$0.16$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.04$0.79$0.36$0.35$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.05$0.79$0.13$0.19$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.05$0.81$0.15$0.14$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.04$0.86$0.22$0.12$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.83$0.06$0.77$0.20$0.11$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.03$0.63$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.02$0.57$0.10