Civic Intelligence

South Venice Beach Endowment Trust

990 • Fiscal year 2020 • EIN 65-6372220

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

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

50th percentile

0.05x

Higher debt load relative to assets than 50% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

78th percentile

0.32x

Higher debt load relative to revenue than 78% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

12th percentile

-33%

Higher net margin than 12% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

32nd percentile

-0.4%

Faster asset growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-42%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$935,320

Down $3,839 (-0.4%) from 2019

Net Assets

Down

$891,057

Down $2,362 (-0.3%) from 2019

Liabilities

Down

$44,263

Down $1,477 (-3.2%) from 2019

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin12th percentile

Revenue

Down

$138,498

Down $99,712 (-42%) from 2019

Expenses

Down

$183,664

Down $110 (-0.1%) from 2019

Net Income

Down

-$45,166

Down $99,602 (-183%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2020

Assets$935,320
Liabilities$44,263
Net Assets$891,057
Open 2020 Filing

Operations Trend

Revenue Growth13th 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

2020

Revenue$138,498
Expenses$183,664
Net Income-$45,166
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$355,066
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$599,293$538,092▼ $61,201
Land, Buildings, and Equipment, Net$217,993$194,025▼ $23,968
Savings and Temporary Cash Investments$84,370$170,400▲ $86,030
Cash and Non-Interest-Bearing Accounts$33,090$28,295▼ $4,795
Prepaid Expenses and Deferred Charges$4,413$4,508▲ $95
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$939,159$935,320▼ $3,839
Other Assets Total-$0-
Liabilities
Deferred Revenue$45,490$43,955▼ $1,535
Other Liabilities$250$308▲ $58
Total Liabilities$45,740$44,263▼ $1,477
Net Assets / Fund Balance
Net Assets With Donor Restrictions$520,290$516,440▼ $3,850
Net Assets Without Donor Restrictions$373,129$374,617▲ $1,488
Total Net Assets Fund Balance$893,419$891,057▼ $2,362
Total Liabilities and Net Assets / Fund Balance$939,159$935,320▼ $3,839

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$126,678$95,318$221,996
Equipment$39,464$64,556$104,020
Land$27,883-$27,883
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Cheryl CooperTrustee
John BridingerTrustee
Sandra MchenryTrustee
Steve SuauTrustee
Robert PietrasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$410
Program Service Revenue
$139,505
Investment Income
$-1,857
Other Revenue
$440
All Other Contributions
$410
Change in Net Assets
$-45,166
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$166,308
Salaries, Compensation, and Employee Benefits$17,356
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$23,968--$23,968
Other Salaries and Wages-$16,123-$16,123
Occupancy$12,721--$12,721
Fees for Service Investment Mgmnt Fees-$6,118-$6,118
Insurance$4,650$1,043-$5,693
All Other Expenses$4,761$929-$5,690
Office Expenses-$3,947-$3,947
Other Expenses$3,850$2,865-$2,865
Fees for Services Legal-$2,100-$2,100
Fees for Services Accounting-$1,250-$1,250
Payroll Taxes-$1,233-$1,233
Advertising-$950-$950
Total Functional Expenses$147,106$36,558$0$183,664
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$800
Fundraising Direct Expenses$360
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$308
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
2021-11-11
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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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0185638
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03477
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0282890
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012538
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014881
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt068971
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0140305
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0133325
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0143930
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0132665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0128068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0678293
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013578
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015745
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt012229
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012538
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014881
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt068971
IRS990ScheduleA/InvestmentIncomeCYPct00.06700
IRS990ScheduleA/InvestmentIncomePYPct00.06640
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93300
IRS990ScheduleA/PublicSupportPY509Pct00.93360
IRS990ScheduleA/PublicSupportTotal509Amt0961183
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0224385
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0318303
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0131545
IRS990ScheduleA/Total509Grp/TotalAmt0961183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0154293
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0240130
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0158464
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0330841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0146426
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01030154
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt039464
IRS990ScheduleD/EquipmentGrp/DepreciationAmt064556
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0104020
IRS990ScheduleD/LandGrp/BookValueAmt027883
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt027883
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0126678
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt095318
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0221996
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0308
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0194025
IRS990ScheduleD/TotalLiabilityAmt0308
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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
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0410
IRS990/TotalEmployeeCnt01
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036558
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0147106
IRS990/TotalFunctionalExpensesGrp/TotalAmt0183664
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt045740
IRS990/TotalLiabilitiesEOYAmt044263
IRS990/TotalLiabilitiesGrp/BOYAmt045740
IRS990/TotalLiabilitiesGrp/EOYAmt044263
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0891057
IRS990/TotalProgramServiceExpensesAmt0147106
IRS990/TotalProgramServiceRevenueAmt0139505
IRS990/TotalRevenueGrp/ExclusionAmt013578
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0124070
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0138498
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0939159
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0935320
IRS990/TravelGrp/TotalAmt00
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IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd034293
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$935,320
Liabilities
$44,263
Net assets
$891,057
Revenue
$138,498
Expenses
$183,664
Net income
-$45,166
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