Civic Intelligence

Faulk Endowment Inc

990 • Fiscal year 2024 • EIN 92-3378952

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 05, 2024

Organization Profile
22455 Boca Rio RoadBoca Raton, FL 33433

(561) 483-5300

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

8th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

42nd percentile

1.6%

Higher net margin than 42% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$157,172

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 28.5% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

47th percentile

4.0%

Faster asset growth than 47% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$9,929,602

Up $382,249 (+4.0%) from 2023

Net Assets

Up

$9,929,602

Up $382,249 (+4.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin42nd percentile

Revenue

Down

$552,392

Down $8,907,472 (-94%) from 2023

Expenses

Up

$543,821

Up $543,821 from 2023

Net Income

Down

$8,571

Down $9,451,293 (-100%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$15M$10M$5.0M$0Assets 2023: $9,547,353Liabilities 2023: $0Net Assets 2023: $9,547,3532023Assets 2024: $9,929,602Liabilities 2024: $0Net Assets 2024: $9,929,6022024Assets 2025: $10,600,022Liabilities 2025: $15,890Net Assets 2025: $10,584,1322025

Highlighted filing

2024

Assets$9,929,602
Liabilities$0
Net Assets$9,929,602
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$10M$5.0M$0Revenue 2023: $9,459,864Expenses 2023: $0Net Income 2023: $9,459,8642023Revenue 2024: $552,392Expenses 2024: $543,821Net Income 2024: $8,5712024Revenue 2025: $624,991Expenses 2025: $500,890Net Income 2025: $124,1012025

Highlighted filing

2024

Revenue$552,392
Expenses$543,821
Net Income$8,571
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 5, 2024
Return Version
2023v6.0
Gross Receipts
$6,423,426
Mission and Program Overview

Mission

To support the activities for the benefit of or to carry out the purposes of the elizabeth h. Faulk foundation, inc., a non profit corporation (the "foundation"). The mission of the foundation is to promote emotional well-being through a variety of free and low-cost mental health programs doing business as the faulk center for counseling. The endowment's principal activities are to manage investment funds and provide the necessary financial support for the foundation to accomplish its mission.

To support the activities for the benefit of or to carry out the purposes of the elizabeth h. Faulk foundation, inc., a non profit corporation (the "foundation"). The mission of the foundation is to promote emotional well-being through a variety of free and low-cost mental health programs doing business as the faulk center for counseling. The endowment's principal activities will be to manage investment funds and provide the necessary financial support for the foundation to accomplish its mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,547,353$9,903,411▲ $356,058
Savings and Temporary Cash Investments-$26,191-
Total Assets$9,547,353$9,929,602▲ $382,249
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,547,353$9,929,602▲ $382,249
Total Net Assets Fund Balance$9,547,353$9,929,602▲ $382,249
Total Liabilities and Net Assets / Fund Balance$9,547,353$9,929,602▲ $382,249

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$9,547,353-▲ $926,070$-543,821$9,929,602
2022-$9,423,177▲ $124,176-$9,547,353
Compensation and Service Providers
Top Officer Pay61st percentile

Board Members and Trustees

NameTitle
Gwenesia S Collins Pharmd CphPresident
Jeffrey S Bovarnick EsqBoard Member
Jonathan PriceCEO
Genna Brisson LcswSecretary
Cindy WinterTreasurer
Lois WeismanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$552,392
Other Revenue
$0
Change in Net Assets
$8,571

Audited Revenue Reconciliation

Revenue per Audited Statements
$552,392
Revenue Not Reported on Form 990
$373,678
Total Revenue per Audited Statements
$926,070
Total Revenue per Form 990
$552,392
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$540,000
Other Expenses$3,821
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$540,000--$540,000
Fees for Services Accounting-$2,500-$2,500
Insurance-$945-$945
Other Expenses-$87-$87
Total Functional Expenses$540,000$3,821$0$543,821

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$543,821
Total Expenses per Audited Statements$543,821
Total Expenses per Form 990$543,821
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Elizabeth H Faulk Foundation IncBoca Raton, FL501c3Support Mission$540,000
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
Governance and Compliance

Governance Checklist

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

“All board members review form 990 at board meeting and an electronic version is also sent for review prior to filing.”

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

“Policy is reviewed and discussed by board members and employees at meetings and any possible conflicts that arise are required to be disclosed.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Faulk Endowment Inc
EIN
92-3378952
Phone
5614835300
Address
22455 BOCA RIO ROAD, BOCA RATON, FL 33433

Signing Officer

Name
Jonathan Price
Title
CEO
Phone
5614835300
Signed
2024-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Price
Formed
2023
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Robbins & Moroney Pa
Address
222 SE 10TH ST, FORT LAUDERDALE, FL 33316
Preparer
Michael J Robbins
Phone
9544673100
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To support the activities for the benefit of or to carry out the purposes of the elizabeth h. Faulk foundation, inc., a non profit corporation (the "foundation"). The mission of the foundation is to promote emotional well-being through a variety of free and low-cost mental health programs doing business as the faulk center for counseling. The endowment's principal activities will be to manage investment funds and provide the necessary financial support for the foundation to accomplish its mission.”

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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FAULK ENDOWMENT, INC. (THE "ENDOWMENT") IS A NONPROFIT CORPORATION FORMED FOR THE PURPOSE OF SUPPORTING ACTIVITIES FOR THE BENEFIT OF OR TO CARRY OUT THE PURPOSES OF THE ELIZABETH H. FAULK FOUNDATION, INC., A NON-PROFIT CORPORATION (THE "FOUNDATION"). THE MISSION OF THE FOUNDATION IS TO PROMOTE EMOTIONAL WELL-BEING THROUGH A VARIETY OF FREE AND LOW-COST MENTAL HEALTH PROGRAMS DOING BUSINESS AS THE FAULK CENTER FOR COUNSELING. THE ENDOWMENT'S PRINCIPAL ACTIVITIES IS TO MANAGE INVESTMENT FUNDS AND PROVIDE THE NECESSARY FINANCIAL SUPPORT FOR THE FOUNDATION TO ACCOMPLISH ITS MISSION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JONATHAN PRICE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE ACTIVITIES FOR THE BENEFIT OF OR TO CARRY OUT THE PURPOSES OF THE ELIZABETH H. FAULK FOUNDATION, INC., A NON PROFIT CORPORATION (THE "FOUNDATION"). THE MISSION OF THE FOUNDATION IS TO PROMOTE EMOTIONAL WELL-BEING THROUGH A VARIETY OF FREE AND LOW-COST MENTAL HEALTH PROGRAMS DOING BUSINESS AS THE FAULK CENTER FOR COUNSELING. THE ENDOWMENT'S PRINCIPAL ACTIVITIES WILL BE TO MANAGE INVESTMENT FUNDS AND PROVIDE THE NECESSARY FINANCIAL SUPPORT FOR THE FOUNDATION TO ACCOMPLISH ITS MISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS REVIEW FORM 990 AT BOARD MEETING AND AN ELECTRONIC VERSION IS ALSO SENT FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POLICY IS REVIEWED AND DISCUSSED BY BOARD MEMBERS AND EMPLOYEES AT MEETINGS AND ANY POSSIBLE CONFLICTS THAT ARISE ARE REQUIRED TO BE DISCLOSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ELIZABETH H FAULK FOUNDATION INC
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IRS990/TotReportableCompRltdOrgAmt0151127
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN PRICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05614835300
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FAULK ENDOWMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0FAUL
ReturnHeader/Filer/EIN0923378952
ReturnHeader/Filer/PhoneNum05614835300
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBBINS & MORONEY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0222 SE 10TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT LAUDERDALE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033316
ReturnHeader/PreparerPersonGrp/PhoneNum09544673100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J ROBBINS
ReturnHeader/ReturnTs02025-01-23T17:13:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,929,602
Liabilities
$0
Net assets
$9,929,602
Revenue
$552,392
Expenses
$543,821
Net income
$8,571
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.6$0.02$10.6$0.62$0.50$0.12
2024Detailed filing. Detailed filing data is available for this year.$9.93$0.00$9.93$0.55$0.54$0.01
2023Detailed filing. Detailed filing data is available for this year.$9.55$0.00$9.55$9.46$0.00$9.46