Civic Intelligence

Foundation for Life Care Planning Research Inc.

990 • Fiscal year 2014 • EIN 75-3004639

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 14, 2015

P O Box 622049Oviedo, FL 32765

(407) 977-3223

Siviq Scores

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

Liabilities / Assets

76th percentile

0.10x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

79th percentile

0.08x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

42nd percentile

0.2%

Higher net margin than 42% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

43rd percentile

-0.7%

Faster asset growth than 43% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

23rd percentile

-19%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$104,433

Down $726 (-0.7%) from 2013

Net Assets

Up

$94,158

Up $299 (+0.3%) from 2013

Liabilities

Down

$10,275

Down $1,025 (-9.1%) from 2013

Revenue

Down

$133,474

Down $32,176 (-19%) from 2013

Expenses

Down

$133,175

Down $18,303 (-12%) from 2013

Net Income

Down

$299

Down $13,873 (-98%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $25,870Liabilities 2010: $0Net Assets 2010: $25,8702010Assets 2011: $39,826Liabilities 2011: $0Net Assets 2011: $39,8262011Assets 2012: $84,687Liabilities 2012: $0Net Assets 2012: $84,6872012Assets 2013: $105,159Liabilities 2013: $11,300Net Assets 2013: $93,8592013Assets 2014: $104,433Liabilities 2014: $10,275Net Assets 2014: $94,1582014Assets 2015: $144,427Liabilities 2015: $1,414Net Assets 2015: $143,0132015Assets 2016: $129,800Liabilities 2016: $1,414Net Assets 2016: $128,3862016Assets 2017: $130,030Liabilities 2017: $664Net Assets 2017: $129,3662017Assets 2018: $122,856Liabilities 2018: $664Net Assets 2018: $122,1922018Assets 2019: $114,359Liabilities 2019: $664Net Assets 2019: $113,6952019Assets 2020: $121,550Liabilities 2020: $664Net Assets 2020: $120,8862020Assets 2021: $119,217Liabilities 2021: $664Net Assets 2021: $118,5532021

Highlighted filing

2014

Assets$104,433
Liabilities$10,275
Net Assets$94,158

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $154,7272010Expenses 2011: $132,4302011Expenses 2012: $144,6542012Revenue 2013: $165,650Expenses 2013: $151,478Net Income 2013: $14,1722013Revenue 2014: $133,474Expenses 2014: $133,175Net Income 2014: $2992014Revenue 2015: $190,897Expenses 2015: $142,042Net Income 2015: $48,8552015Revenue 2016: $234Expenses 2016: $14,861Net Income 2016: -$14,6272016Revenue 2017: $5,038Expenses 2017: $4,058Net Income 2017: $9802017Revenue 2018: $44Expenses 2018: $7,218Net Income 2018: -$7,1742018Revenue 2019: $31Expenses 2019: $8,528Net Income 2019: -$8,4972019Revenue 2020: $10,000Expenses 2020: $2,809Net Income 2020: $7,1912020Revenue 2021: $500Expenses 2021: $2,833Net Income 2021: -$2,3332021

Highlighted filing

2014

Revenue$133,474
Expenses$133,175
Net Income$299
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 14, 2015
Return Version
2014v5.0
Gross Receipts
$133,474
Mission and Program Overview

Mission

The foundation for life care planning research is a non-profit organization committed to promoting research on the reliability and validity of the life care planning process applied to the catastrophically disabled.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$67,777$79,974▲ $12,197
Cash and Non-Interest-Bearing Accounts$36,857$24,144▼ $12,713
Land, Buildings, and Equipment, Net$525$315▼ $210
Total Assets$105,159$104,433▼ $726
Liabilities
Other Liabilities$11,300$10,275▼ $1,025
Total Liabilities$11,300$10,275▼ $1,025
Net Assets / Fund Balance
Unrestricted Net Assets$93,859$94,158▲ $299
Total Net Assets Fund Balance$93,859$94,158▲ $299
Total Liabilities and Net Assets / Fund Balance$105,159$104,433▼ $726

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$315$1,139$1,454
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$9,082
Program Service Revenue
$124,339
Investment Income
$53
Other Revenue
$0
All Other Contributions
$9,082
Change in Net Assets
$299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$128,175
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$82,628--$82,628
All Other Expenses$5,595$2,749-$8,344
Grants to Domestic Individuals$5,000--$5,000
Other Expenses$1,702$1,165-$2,867
Fees for Services Accounting$1,000$1,000-$2,000
Insurance$1,000$816-$1,816
Advertising$834$486-$1,320
Office Expenses$921--$921
Travel$650$147-$797
Depreciation Depletion-$210-$210
Fees for Services Legal$61--$61
Total Functional Expenses$125,744$7,431$0$133,175
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ichcc Fundraiser Pledge$10,276
Credit Cards Payable$-1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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, Page 6, Part VI, Line 11B

Each member of the board of directors receives a draft copy of the form 990 draft, reviews for any questions or comments, and then returns written approval to submit form to the chair of the board of directors.

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

The policy is published and circulated. Foundation directors must acknowledge in writing they have read the policy and agree to act in accordance with the policies set forth.

Form 990, Page 6, Part VI, Line 19

Documents are made available at the organizations office during regular business hours within 30 days after written request is received. Documents may be viewed by requester at a time agreed upon by the organization and requester. The foundation's form 990 is also available for review on www.guidestar.org.

Filing and Contact Details

Filer

Filer Name
Foundation for Life Care Planning
EIN
75-3004639
Phone
4079773223
Address
P O BOX 622049, OVIEDO, FL 32765

Signing Officer

Name
Susan Riddick-grishamrnccmclcp
Title
Chair
Phone
4079773223
Signed
2015-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Riddick-grishamrnccmclcp
Formed
2001
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
16

Preparer

Firm
Babione Kuehler & Company
Address
4060 EDGEWATER DR, ORLANDO, FL 32804-2860
Preparer
Linda D Hutcheson CPA
Phone
4072916400
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

The foundation provided ongoing presentations and support for dissertations, publications and research projects involving life care planning. The foundation has provided support in research methodology and design, statistical analysis, and application to internal review boards for human subject research. The annual international symposium on life care planning is organized, planned and managed each year by the foundation for life care planning research with the support of the international academy of life care planners, university of florida, georgia state university, virginia commonwealth university and the careplanners network. The symposium is the only annual educational conference of life care planners and draws professionals across many disciplines that practice in this sub-specialty. In the last several years the conference has averaged three hundred attendees drawing primarily from throughout the united states and canada. Conference themes have varied considerably but always focus on bringing together a program content that provides advanced training across a broad range of medical, rehabilitation, case management and psychological interest related to both birth onset and traumatic onset of disability. In addition to promoting this educational conference for the benefit of the professionals it is also a tremendous marketing tool for the foundation for life care planning research. It keeps the foundations name prominent among all the players in the field and our major fundraising activities are associated with our saturday night fundraising event at this conference.

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IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE FOUNDATION PROVIDED ONGOING PRESENTATIONS AND SUPPORT FOR DISSERTATIONS, PUBLICATIONS AND RESEARCH PROJECTS INVOLVING LIFE CARE PLANNING. THE FOUNDATION HAS PROVIDED SUPPORT IN RESEARCH METHODOLOGY AND DESIGN, STATISTICAL ANALYSIS, AND APPLICATION TO INTERNAL REVIEW BOARDS FOR HUMAN SUBJECT RESEARCH. THE ANNUAL INTERNATIONAL SYMPOSIUM ON LIFE CARE PLANNING IS ORGANIZED, PLANNED AND MANAGED EACH YEAR BY THE FOUNDATION FOR LIFE CARE PLANNING RESEARCH WITH THE SUPPORT OF THE INTERNATIONAL ACADEMY OF LIFE CARE PLANNERS, UNIVERSITY OF FLORIDA, GEORGIA STATE UNIVERSITY, VIRGINIA COMMONWEALTH UNIVERSITY AND THE CAREPLANNERS NETWORK. THE SYMPOSIUM IS THE ONLY ANNUAL EDUCATIONAL CONFERENCE OF LIFE CARE PLANNERS AND DRAWS PROFESSIONALS ACROSS MANY DISCIPLINES THAT PRACTICE IN THIS SUB-SPECIALTY. IN THE LAST SEVERAL YEARS THE CONFERENCE HAS AVERAGED THREE HUNDRED ATTENDEES DRAWING PRIMARILY FROM THROUGHOUT THE UNITED STATES AND CANADA. CONFERENCE THEMES HAVE VARIED CONSIDERABLY BUT ALWAYS FOCUS ON BRINGING TOGETHER A PROGRAM CONTENT THAT PROVIDES ADVANCED TRAINING ACROSS A BROAD RANGE OF MEDICAL, REHABILITATION, CASE MANAGEMENT AND PSYCHOLOGICAL INTEREST RELATED TO BOTH BIRTH ONSET AND TRAUMATIC ONSET OF DISABILITY. IN ADDITION TO PROMOTING THIS EDUCATIONAL CONFERENCE FOR THE BENEFIT OF THE PROFESSIONALS IT IS ALSO A TREMENDOUS MARKETING TOOL FOR THE FOUNDATION FOR LIFE CARE PLANNING RESEARCH. IT KEEPS THE FOUNDATIONS NAME PROMINENT AMONG ALL THE PLAYERS IN THE FIELD AND OUR MAJOR FUNDRAISING ACTIVITIES ARE ASSOCIATED WITH OUR SATURDAY NIGHT FUNDRAISING EVENT AT THIS CONFERENCE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION PROVIDED ONGOING PRESENTATIONS AND SUPPORT FOR DISSERTATIONS, PUBLICATIONS AND RESEARCH PROJECTS INVOLVING LIFE CARE PLANNING. THE FOUNDATION HAS PROVIDED SUPPORT IN RESEARCH METHODOLOGY AND DESIGN, STATISTICAL ANALYSIS, AND APPLICATION TO INTERNAL REVIEW BOARDS FOR HUMAN SUBJECT RESEARCH. THE ANNUAL INTERNATIONAL SYMPOSIUM ON LIFE CARE PLANNING IS ORGANIZED, PLANNED AND MANAGED EACH YEAR BY THE FOUNDATION FOR LIFE CARE PLANNING RESEARCH WITH THE SUPPORT OF THE INTERNATIONAL ACADEMY OF LIFE CARE PLANNERS, UNIVERSITY OF FLORIDA, GEORGIA STATE UNIVERSITY, VIRGINIA COMMONWEALTH UNIVERSITY AND THE CAREPLANNERS NETWORK. THE SYMPOSIUM IS THE ONLY ANNUAL EDUCATIONAL CONFERENCE OF LIFE CARE PLANNERS AND DRAWS PROFESSIONALS ACROSS MANY DISCIPLINES THAT PRACTICE IN THIS SUB-SPECIALTY. IN THE LAST SEVERAL YEARS THE CONFERENCE HAS AVERAGED THREE HUNDRED ATTENDEES DRAWING PRIMARILY FROM THROUGHOUT THE UNITED STATES AND CANADA. CONFERENCE THEMES HAVE VARIED CONSIDERABLY BUT ALWAYS FOCUS ON BRINGING TOGETHER A PROGRAM CONTENT THAT PROVIDES ADVANCED TRAINING ACROSS A BROAD RANGE OF MEDICAL, REHABILITATION, CASE MANAGEMENT AND PSYCHOLOGICAL INTEREST RELATED TO BOTH BIRTH ONSET AND TRAUMATIC ONSET OF DISABILITY. IN ADDITION TO PROMOTING THIS EDUCATIONAL CONFERENCE FOR THE BENEFIT OF THE PROFESSIONALS IT IS ALSO A TREMENDOUS MARKETING TOOL FOR THE FOUNDATION FOR LIFE CARE PLANNING RESEARCH. IT KEEPS THE FOUNDATIONS NAME PROMINENT AMONG ALL THE PLAYERS IN THE FIELD AND OUR MAJOR FUNDRAISING ACTIVITIES ARE ASSOCIATED WITH OUR SATURDAY NIGHT FUNDRAISING EVENT AT THIS CONFERENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH MEMBER OF THE BOARD OF DIRECTORS RECEIVES A DRAFT COPY OF THE FORM 990 DRAFT, REVIEWS FOR ANY QUESTIONS OR COMMENTS, AND THEN RETURNS WRITTEN APPROVAL TO SUBMIT FORM TO THE CHAIR OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE POLICY IS PUBLISHED AND CIRCULATED. FOUNDATION DIRECTORS MUST ACKNOWLEDGE IN WRITING THEY HAVE READ THE POLICY AND AGREE TO ACT IN ACCORDANCE WITH THE POLICIES SET FORTH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE AT THE ORGANIZATIONS OFFICE DURING REGULAR BUSINESS HOURS WITHIN 30 DAYS AFTER WRITTEN REQUEST IS RECEIVED. DOCUMENTS MAY BE VIEWED BY REQUESTER AT A TIME AGREED UPON BY THE ORGANIZATION AND REQUESTER. THE FOUNDATION'S FORM 990 IS ALSO AVAILABLE FOR REVIEW ON WWW.GUIDESTAR.ORG.
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