NEW COLLEGE FOUNDATION INCORPORATED: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NEW COLLEGE FOUNDATION INCORPORATED (EIN 59-0911744)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-03-05
- IRS object ID
- 202400659349301410
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-05T16:04:48-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580692043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAULDIN & JENKINS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 MANATEE AVE W STE 1200 | AddressLine1Txt |
| City | BRADENTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590911744 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW COLLEGE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWC | BusinessNameControlTxt |
| Phone | 9414874800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5800 BAY SHORE ROAD | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342432109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM KENDALL | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 9414874323 | PhoneNum |
| Signature | 2024-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ADAM | PersonFirstNm |
| Person Last | KENDALL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN CARTER | PreparerPersonNm |
| PTIN | P00536712 | PTIN |
| Phone | 9417474483 | PhoneNum |
| Preparation | 2024-02-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ADAM KENDALL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5800 BAY SHORE ROAD | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342432109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,934,121 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NCF.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT THE PRIORITIES OF NEW COLLEGE OF FLORIDA BY CULTIVATING AND STEWARDING DONORS AND MANAGING ASSETS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,062,759 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,890,865 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,005,226 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,580,915 | CYInvestmentIncomeAmt |
| PY Other Revenue | $286,136 | PYOtherRevenueAmt |
| CY Other Revenue | $226,503 | CYOtherRevenueAmt |
| PY Total Revenue | $4,354,121 | PYTotalRevenueAmt |
| CY Total Revenue | $4,698,283 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,864,228 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,301,475 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,679,298 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,475,593 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $394,790 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $785,746 | PYOtherExpensesAmt |
| CY Other Expenses | $1,161,694 | CYOtherExpensesAmt |
| PY Total Expenses | $5,329,272 | PYTotalExpensesAmt |
| CY Total Expenses | $5,938,762 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$975,151 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,240,479 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $47,981,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,806,812 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,501,181 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,742,599 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $45,480,122 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,064,213 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF NEW COLLEGE FOUNDATION IS TO SUPPORT THE PRIORITIES OF NEW COLLEGE OF FLORIDA, FLORIDA'S DESIGNATED HONORS COLLEGE. THIS IS ACCOMPLISHED BY SECURING FUNDS AS A RESULT OF CULTIVATING AND STEWARDING INDIVIDUALS, FOUNDATIONS, AND CORPORATIONS AND THROUGH THE PRUDENT MANAGEMENT OF ASSETS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,302,798 | ExpenseAmt |
| Grant | $1,302,798 | GrantAmt |
| Desc | THE NEW COLLEGE FOUNDATION PROVIDES SCHOLARSHIP SUPPORT TO NEW COLLEGE STUDENTS, HELPING THEM TO ATTEND NEW COLLEGE OF FLORIDA. THE FINANCIAL SUPPORT THE STUDENTS RECEIVE ALLOWS THEM TO EXPERIENCE A PERSONALIZED APPROACH TO THEIR EDUCATION AND ENABLES THESE ACADEMICALLY TALENTED STUDENTS TO THRIVE AND REALIZE THEIR FULL POTENTIAL, PREPARING THEM TO ASSUME LEADERSHIP ROLES IN THEIR SCHOLARLY, CIVIC, ARTISTIC, AND COMMERCIAL ENDEAVORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,637,987 | ExpenseAmt |
| Grant | $1,637,987 | GrantAmt |
| Desc | NEW COLLEGE FOUNDATION FUNDING IS PROVIDED FOR ACADEMIC CHAIRS, PROFESSORSHIPS AND FACULTY SALARIES, ALLOWING NEW COLLEGE OF FLORIDA TO ATTRACT FACULTY OF THE HIGHEST CALIBER AND REPUTATION. ALL CLASSES ARE TAUGHT BY FACULTY WITH A PH.D. OR EQUIVALENT DEGREE. FOUNDATION FUNDING ALSO SUPPORTS INNOVATIVE FACULTY RESEARCH AND DEVELOPMENT WHICH LIES AT THE HEART OF ACADEMIC LEADERSHIP. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $360,690 | ExpenseAmt |
| Grant | $360,690 | GrantAmt |
| Desc | NEW COLLEGE FOUNDATION PROVIDES ACADEMIC PROGRAM FUNDING TO HELP MAINTAIN THE 10-1 STUDENT-TO-FACULTY RATIO WHICH ALLOWS STUDENTS FROM OVER 38 STATES AND 20 COUNTRIES TO DEVELOP A PERSONAL RELATIONSHIP AND WORK ONE-ON-ONE WITH FACULTY TO DESIGN THEIR EDUCATION PROGRAM AND RESEARCH PROJECTS. AS A DIRECT RESULT, NEW COLLEGE OF FLORIDA PRODUCES MORE FULBRIGHT SCHOLARS PER CAPITA THAN HARVARD OR YALE (3 IN 2015 AND 4 IN 2016) AND IS RECOGNIZED NATIONALLY FOR THE NUMBER OF ITS STUDENTS IT SENDS TO THE COUNTRY'S PREMIER LAW, BUSINESS AND MEDICAL SCHOOLS. FOUNDATION FUNDING IS ALSO PROVIDED TO THE JANE COOK BANCROFT LIBRARY, TO COMMUNITY PROGRAMS, SUCH AS NEW TOPICS AND NEW MUSIC, AND TO THE NOVO COLLEGIATE SCHOLARSHIP AND TO INTERNATIONAL PROGRAMS, SUCH AS DAUGHTERS FOR LIFE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,172,302 | ExpenseAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,172,302 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $4,473,777 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYDNEY GRUTERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9414874323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5800 BAY SHORE ROAD | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342432109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DAN STULTS | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ADAM KENDALL | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LARRY GEIMER | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MONICA VAN BUSKIRK | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JANENE AMICK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN BURNS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARGEE ENSIGN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GLENN P HENDRIX | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUE A JACOBSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBRA JENKS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN F SCHLEGEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HENRY SMYTH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW SPALDING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY WINSHIP | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARCIA CRAWLEY | ||||||
| DIRECTOR PHILANTHROPY | 40.00 | Yes (X) | $118,213 | $0 | $32,419 | |
| MICHAEL L FOLEY | ||||||
| DIRECTOR PHILANTHROPY | 40.00 | Yes (X) | $112,181 | $0 | $41,732 | |
| KEVIN HUGHES | ||||||
| ASSOCIATE VP ADVANCEMENT | 40.00 | Yes (X) | $141,609 | $0 | $45,062 | |
| RONALD P MCDONOUGH | ||||||
| DIRECTOR OF FINANCE & COMP | 40.00 | Yes (X) | $102,790 | $0 | $34,800 | |
| CAITLYN SANDERSON | ||||||
| DIRECTOR OF PROSPECT MANAGEMENT | 40.00 | Yes (X) | $73,162 | $0 | $29,953 | |
| DECLAN SHEEHY | ||||||
| DIRECTOR PHILANTHROPY | 40.00 | Yes (X) | $111,500 | $0 | $40,059 | |
| MARYANNE YOUNG | ||||||
| VP OF ADVANCEMENT | 40.00 | Yes (X) | $208,870 | $0 | $96,540 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $868,325 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $320,565 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| METZ CULINARY MANAGEMENT | |||||
| 1540 NORTHGATE BLVD | SARASOTA | FL | 34234 | CATERING | $135,002 |
| CAPITAL CITY CONSULTING LLC | |||||
| 124 W JEFFERSON ST | TALLAHASSEE | FL | 32301 | LOBBYING AND PUBLIC AFFAIRS | $110,931 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $243,068 | FundraisingAmt |
| All Other Contributions | $2,647,797 | AllOtherContributionsAmt |
| Total Contributions | $2,890,865 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $538,513 | TotalRevenueColumnAmt |
| Exclusion | $538,513 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,928 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,928 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,928 | TotalRevenueColumnAmt |
| Exclusion | $47,928 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,151,242 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $108,840 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,042,402 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,042,402 | TotalRevenueColumnAmt |
| Exclusion | $1,042,402 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $276,745 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $243,068 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $126,998 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $149,747 | TotalRevenueColumnAmt |
| Exclusion | $149,747 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900003 | BusinessCd |
| Total Revenue Column | $28,828 | TotalRevenueColumnAmt |
| Exclusion | $28,828 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $28,828 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,698,283 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,807,418 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,931,746 | TotalAmt |
| Program Services | $1,931,746 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,369,729 | TotalAmt |
| Program Services | $1,369,729 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $895,450 | TotalAmt |
| Program Services | $597,581 | ProgramServicesAmt |
| Management And General | $235,697 | ManagementAndGeneralAmt |
| Fundraising | $62,172 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $580,143 | TotalAmt |
| Program Services | $387,108 | ProgramServicesAmt |
| Management And General | $152,766 | ManagementAndGeneralAmt |
| Fundraising | $40,269 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,152 | TotalAmt |
| Management And General | $31,152 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,299 | TotalAmt |
| Management And General | $269,299 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,937 | TotalAmt |
| Program Services | $86,148 | ProgramServicesAmt |
| Management And General | $105,080 | ManagementAndGeneralAmt |
| Fundraising | $3,709 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,485 | TotalAmt |
| Program Services | $43,491 | ProgramServicesAmt |
| Management And General | $5,628 | ManagementAndGeneralAmt |
| Fundraising | $2,366 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,796 | TotalAmt |
| Program Services | $6,956 | ProgramServicesAmt |
| Management And General | $50,479 | ManagementAndGeneralAmt |
| Fundraising | $3,361 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,055 | TotalAmt |
| Program Services | $6,600 | ProgramServicesAmt |
| Management And General | $77,455 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,174 | TotalAmt |
| Management And General | $23,091 | ManagementAndGeneralAmt |
| Fundraising | $13,083 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,010 | TotalAmt |
| Program Services | $35,412 | ProgramServicesAmt |
| Management And General | $3,328 | ManagementAndGeneralAmt |
| Fundraising | $1,270 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,796 | TotalAmt |
| Program Services | $3,556 | ProgramServicesAmt |
| Management And General | $240 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,193 | TotalAmt |
| Management And General | $14,193 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,607 | TotalAmt |
| Management And General | $56,607 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,089 | TotalAmt |
| Management And General | $24,089 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PLEDGE WRITE OFFS | $245,496 | $245,496 | ||
| CATERING | $27,769 | $22,504 | $3,683 | $1,582 |
| DUES AND SUBSCRIPTIONS | $16,122 | $405 | $1,767 | $13,950 |
| BOARD OF DIRECTORS | $5,714 | $155 | $5,559 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,938,762 | TotalAmt |
| Program Services | $4,473,777 | ProgramServicesAmt |
| Management And General | $1,070,195 | ManagementAndGeneralAmt |
| Fundraising | $394,790 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,159,682 | BOYAmt |
| EOY | $966,013 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,433,668 | BOYAmt |
| EOY | $4,651,734 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $576,519 | BOYAmt |
| EOY | $427,815 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,112 | BOYAmt |
| EOY | $168,484 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,710 | BOYAmt |
| EOY | $66,487 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,058,215 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $962,272 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,152,550 | BOYAmt |
| EOY | $1,095,943 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,502,757 | BOYAmt |
| EOY | $37,133,220 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,103,305 | BOYAmt |
| EOY | $5,297,116 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,981,303 | BOYAmt |
| EOY | $49,806,812 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $743,586 | BOYAmt |
| EOY | $648,163 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,106,926 | BOYAmt |
| EOY | $693,092 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,892 | BOYAmt |
| EOY | $321,259 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,777 | BOYAmt |
| EOY | $80,085 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,501,181 | BOYAmt |
| EOY | $1,742,599 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,860,089 | BOYAmt |
| EOY | -$2,103,437 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,620,033 | BOYAmt |
| EOY | $50,167,650 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,480,122 | BOYAmt |
| EOY | $48,064,213 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,981,303 | BOYAmt |
| EOY | $49,806,812 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,240,479 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,855,455 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$30,885 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,781,233 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,129,231 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,205,479 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,333,619 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,167,610 | CurrentTaxYearAmt |
| Total | $16,617,172 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,781,233 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,129,231 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,205,479 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,333,619 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,167,610 | CurrentTaxYearAmt |
| Total | $16,617,172 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,569,519 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,047,653 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,199,038 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,661,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $539,097 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $495,266 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $586,441 | CurrentTaxYearAmt |
| Total | $7,481,814 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $386 | CurrentTaxYearMinus3YearsAmt |
| Total | $386 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,635 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,744 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,710 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,963 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,828 | CurrentTaxYearAmt |
| Total | $233,880 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,333,252 | TotalSupportAmt |
| Public Support CY170 | 0.45400 | PublicSupportCY170Pct |
| Public Support PY170 | 0.43250 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $113,059 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $113,059 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,825,703 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,938,762 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $446,938 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $111,735 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $344,990 | CurrentYearMinus3Amt |
| Current Year Minus2 | $376,465 | CurrentYearMinus2Amt |
| Current Year Minus1 | $416,464 | CurrentYearMinus1Amt |
| Current Year | $446,938 | CurrentYearAmt |
| Total | $1,584,857 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,377,286 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $108,254 | CurrentYearMinus3Amt |
| Current Year Minus2 | $106,238 | CurrentYearMinus2Amt |
| Current Year Minus1 | $107,365 | CurrentYearMinus1Amt |
| Current Year | $113,059 | CurrentYearAmt |
| Total | $434,916 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $86,248 | CurrentYearMinus3Amt |
| Current Year Minus2 | $94,116 | CurrentYearMinus2Amt |
| Current Year Minus1 | $104,116 | CurrentYearMinus1Amt |
| Current Year | $111,735 | CurrentYearAmt |
| Total | $396,215 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $594,323 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,606,063 | BeginningYearBalanceAmt |
| Contributions | $1,142,107 | ContributionsAmt |
| Investment Earnings Or Losses | $5,256,792 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,574,626 | OtherExpendituresAmt |
| End Year Balance | $42,430,336 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,533,782 | BeginningYearBalanceAmt |
| Contributions | $42,825 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,123,300 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,847,244 | OtherExpendituresAmt |
| End Year Balance | $39,606,063 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,330,041 | BeginningYearBalanceAmt |
| Contributions | $459,195 | ContributionsAmt |
| Investment Earnings Or Losses | $12,925,370 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,180,824 | OtherExpendituresAmt |
| End Year Balance | $48,533,782 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,066,472 | BeginningYearBalanceAmt |
| Contributions | $47,768 | ContributionsAmt |
| Investment Earnings Or Losses | -$62,721 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,721,478 | OtherExpendituresAmt |
| End Year Balance | $38,330,041 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,588,250 | BeginningYearBalanceAmt |
| Contributions | $649,114 | ContributionsAmt |
| Investment Earnings Or Losses | $2,237,061 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,407,953 | OtherExpendituresAmt |
| End Year Balance | $41,066,472 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06330 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.86100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07570 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $421,832 | OtherCostOrOtherBasisAmt |
| Book Value | $421,832 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,520,611 | OtherCostOrOtherBasisAmt |
| Depreciation | $852,264 | DepreciationAmt |
| Book Value | $668,347 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $115,772 | OtherCostOrOtherBasisAmt |
| Depreciation | $110,008 | DepreciationAmt |
| Book Value | $5,764 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,095,943 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE FOREIGN EQUITY | Desc |
| Book Value | $5,297,116 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,297,116 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD ON BEHALF OF OTHERS | Desc |
| Amt | $80,085 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $80,085 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,553,502 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,855,455 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $173,033 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $96,113 | OtherRevenueAmt |
| Revenue Not Reported | $4,124,601 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,428,901 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $269,299 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $83 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $269,382 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,698,283 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,969,411 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $173,033 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $126,915 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $299,948 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,669,463 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $269,299 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $269,299 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,938,762 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT FUNDS ARE TO BENEFIT NEW COLLEGE OF FLORIDA. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF TRUSTS/ANNUITY -30,885. SPECIAL EVENT EXPENSES 126,998. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | TAX REFUND 83. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 126,998. TAX REFUND -83. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $6,505,888 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | INVESTMENTS | $790,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $7,296,203 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,296,203 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CLAMBAKE | Event1Nm |
| Gross Receipts Event1 | $502,353 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $242,716 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $259,637 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $25,857 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $67,771 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $22,460 | OtherDirectExpensesEvent1Amt |
| Event2 | NEW TOPICS LECTURE SERIES | Event2Nm |
| Gross Receipts Event2 | $17,460 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $352 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $17,108 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,099 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $3,444 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $6,367 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $519,813 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $243,068 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $276,745 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $26,956 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $71,215 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $28,827 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $126,998 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $149,747 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| NEW COLLEGE OF FLORIDA | ||||||||
| 5800 BAY SHORE ROAD | SARASOTA | FL | 34243 | 900057281 | 170(C)(1) | $133,704 | $0 | NEW COLLEGE AND THE CROSS-COLLEGE ALLIANCE IN THE COMMUNITY THAT WILL HAVE FACULTY, STAFF, AND STUDENTS AT NEW COLLEGE AND OUR NEIGHBORING COLLEGES IN THE CROSS COLLEGE ALLIANCE (CCA) WORK WITH COMMUNITY MEMBERS AND GROUPS ON ISSUES IDENTIFIED BY THE COMMUNITY ON WHICH THE ARTS AND HUMANITIES BEAR. |
| NEW COLLEGE OF FLORIDA | ||||||||
| 5800 BAY SHORE ROAD | SARASOTA | FL | 34243 | 900057281 | 170(C)(1) | $166,207 | $0 | INCREASING ACCESS TO HIGH-QUALITY POSTSECONDARY EDUCATION AND DIVERSIFYING THE EDUCATED WORKFORCE ARE MATTERS OF LOCAL, REGIONAL, AND NATIONAL URGENCY. |
| NEW COLLEGE OF FLORIDA | ||||||||
| 5800 BAY SHORE ROAD | SARASOTA | FL | 34243 | 900057281 | 170(C)(1) | $88,293 | $0 | SUPPLEMENT ACADEMIC PROGRAMS AND ENHANCEMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| STUDENT RESEARCH & TRAVEL GRANTS | 53 | $66,931 |
| SCHOLARSHIPS | 324 | $1,302,798 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ONLY CURRENT STUDENTS OF NEW COLLEGE ARE AWARDED SCHOLARSHIPS FROM NEW COLLEGE FOUNDATION. THESE SCHOLARSHIPS AND STUDENTS ARE MONITORED BY THE NEW COLLEGE FINANCIAL OFFICE. GRANTS ARE AWARDED TO NEW COLLEGE FACULTY MEMBERS AND ARE PAID DIRECTLY TO THE BUSINESS OFFICE OF THE COLLEGE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARYANNE YOUNG | ||||||||||||||
| VP OF ADVANCEMENT | $208,870 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $96,540 | $0 | $305,410 | $0 | $0 | $0 |
| KEVIN HUGHES | ||||||||||||||
| ASSOCIATE VP ADVANCEMENT | $141,609 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $45,062 | $0 | $186,671 | $0 | $0 | $0 |
| MICHAEL L FOLEY | ||||||||||||||
| DIRECTOR PHILANTHROPY | $112,181 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $41,732 | $0 | $153,913 | $0 | $0 | $0 |
| DECLAN SHEEHY | ||||||||||||||
| DIRECTOR PHILANTHROPY | $111,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $40,059 | $0 | $151,559 | $0 | $0 | $0 |
| MARCIA CRAWLEY | ||||||||||||||
| DIRECTOR PHILANTHROPY | $118,213 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $32,419 | $0 | $150,632 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WILL BE SENT TO ALL BOARD MEMBERS FOLLOWING ITS REVIEW AND APPROVAL BY THE AUDIT COMMITTEE. ALL BOARD MEMBERS WILL BE INVITED TO AN EXECUTIVE COMMITTEE MEETING WHERE THE CHAIR OF THE AUDIT COMMITTEE WILL REVIEW THE 990 WITH THE EXECUTIVE COMMITTEE AND THOSE BOARD MEMBERS IN ATTENDENCE. THE 990 WILL BE APPROVED AT THAT MEETING AND WILL THEN BE SIGNED BY THE BOARD CHAIR. THE STATE OF FLORIDA SUNSHINE LAWS REQUIRE OPEN PUBLIC MEETINGS OF THE BOARD OF DIRECTORS. TO PROTECT DONOR IDENTITIES FROM PUBLIC DISPLAY, MEMBERS OF THE BOARD OF DIRECTORS WILL BE GIVEN THE PUBLIC DISCLOSURE COPY, WITH DONOR INFORMATION REDACTED, FOR REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | A NEW CONFLICT OF INTEREST STATEMENT IS REQUIRED TO BE SIGNED BY BOARD MEMBERS ANNUALLY. THE SIGNED FORMS ARE REVIEWED BY THE AUDIT COMMITTEE CHAIRMAN AND THE CHAIR OF THE BOARD. THESE FORMS ARE REVIEWED BY INDEPENDENT AUDITORS ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND RECOMMENDED BY THE PRESIDENT OF NEW COLLEGE OF FLORIDA. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION ARE REVIEWED AND RECOMMENDED BY THE EXECUTIVE DIRECTOR AND APPROVED BY THE PRESIDENT OF THE COLLEGE. IN BOTH CASES, COMPARATIVE DATA, STATE OF FLORIDA SALARY GUIDELINES, AND INDUSTRY STANDARDS ARE USED IN THE DECISION-MAKING PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF TRUST AGREEMENTS -30,885. |
| PART XII, LINE 2C | THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWED AND APPROVED THE DRAFT AUDIT PRIOR TO ISSUANCE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW COLLEGE OF FLORIDA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5800 BAY SHORE ROAD | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900057281 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 2 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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