FURP.ORG / PUBLIC DATA EXPLORER

FLORIDA ENDOWMENT FOUNDATION FOR VOCATIONAL REHABILITATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FLORIDA ENDOWMENT FOUNDATION FOR VOCATIONAL REHABILITATION INC (EIN 59-3052307)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-14
IRS object ID
202441359349307949
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T15:19:37-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN593186310PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOMAS HOWELL FERGUSON PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12615 CENTENNIAL BLVD SUITE 200AddressLine1Txt
CityTALLAHASSEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32308ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593052307EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FLORIDA ENDOWMENT FOUNDATIONBusinessNameLine1Txt
Business Name Line2FOR VOCATIONAL REHABILITATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFLORBusinessNameControlTxt
Phone8502244493PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13320 THOMASVILLE ROAD 100AddressLine1Txt
CityTALLAHASSEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP323087906ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALLISON CHASEPersonNm
Person TitlePRESIDENT AND CEOPersonTitleTxt
Phone8502244493PhoneNum
Signature2024-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALLISONPersonFirstNm
Person LastCHASEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACEY T KOLKAPreparerPersonNm
PTINP01371120PTIN
Phone8506688100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1THE ABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerALLISON CHASEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13320 THOMASVILLE ROAD 100AddressLine1Txt
CityTALLAHASSEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP323087906ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,338,501GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ABLETRUST.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1991FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTO BE A KEY LEADER IN PROVIDING FLORIDIANS WITH DISABILITIES OPPORTUNITIES FOR SUCCESSFUL EMPLOYMENT.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$714,093PYContributionsGrantsAmt
CY Contributions Grants$1,163,426CYContributionsGrantsAmt
PY Program Service Revenue$63,105PYProgramServiceRevenueAmt
CY Program Service Revenue$74,650CYProgramServiceRevenueAmt
PY Investment Income$1,773,760PYInvestmentIncomeAmt
CY Investment Income$535,659CYInvestmentIncomeAmt
PY Other Revenue$59,691PYOtherRevenueAmt
CY Other Revenue$68,242CYOtherRevenueAmt
PY Total Revenue$2,610,649PYTotalRevenueAmt
CY Total Revenue$1,841,977CYTotalRevenueAmt
PY Grants And Similar Paid$1,131,811PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,079,774CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$684,754PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$857,880CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$992,273PYOtherExpensesAmt
CY Other Expenses$991,535CYOtherExpensesAmt
PY Total Expenses$2,808,838PYTotalExpensesAmt
CY Total Expenses$2,929,189CYTotalExpensesAmt
PY Revenues Less Expenses-$198,189PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,087,212CYRevenuesLessExpensesAmt
Total Assets BOY$23,761,376TotalAssetsBOYAmt
Total Assets EOY$23,738,731TotalAssetsEOYAmt
Total Liabilities BOY$931,452TotalLiabilitiesBOYAmt
Total Liabilities EOY$716,695TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$22,829,924NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$23,022,036NetAssetsOrFundBalancesEOYAmt
MissionTO BE A KEY LEADER IN PROVIDING FLORIDIANS WITH DISABILITIES OPPORTUNITIES FOR SUCCESSFUL EMPLOYMENT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,120,278ExpenseAmt
Grant$175,657GrantAmt
Revenue$26,264RevenueAmt
DescTHE ORGANIZATION ASSISTS FLORIDIANS WITH DISABILITIES IN ACHIEVING EMPLOYMENT AND PROVIDES GRANTS TO SUPPORT VOCATIONAL REHABILITATION PROGRAMS AND SERVICES LEADING TO THE EMPLOYMENT OF FLORIDA CITIZENS WITH DISABILITIES. IT ALSO FUNDS YOUTH PROGRAMS AND RETREATS THAT ADDRESS COMMUNITY, ACADEMIC AND EMPLOYMENT LEADERSHIP.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$43,211ExpenseAmt
Revenue$74,150RevenueAmt
DescDISABILITY EMPLOYMENT AWARENESS MONTH (DEAM) IS COMMEMORATED EACH OCTOBER AND PAIRS STUDENTS WITH DISABILITIES WITH EMPLOYERS FOR A ONE-ON-ONE JOB SHADOWING EXPERIENCE. DEAM IS DESIGNED TO EXPOSE YOUNG ADULTS TO A VARIETY OF CAREER OPTIONS AND PROVIDE THEM WITH A BETTER UNDERSTANDING OF THE WORKPLACE ENVIRONMENT. PARTICIPANTS ARE GIVEN A CHANCE TO LEARN ABOUT A TYPICAL WORK DAY AS WELL AS THE SKILLS AND EDUCATION NEEDED FOR THE SPECIFIC CAREER. EMPLOYERS BENEFIT FROM DEAM BY UNDERSTANDING WHAT PEOPLE WITH DISABILITIES HAVE TO OFFER TO THE WORKPLACE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$974,105ExpenseAmt
Grant$904,117GrantAmt
DescTHROUGH THE HIGH SCHOOL HIGH TECH PROGRAM, STUDENTS WITH ALL TYPES OF DISABILITES ARE ENCOURAGED TO SET THEIR SIGHTS ON POST-SECONDARY EDUCATION AND A CAREER IN FIELDS WHICH ARE IN-DEMAND IN THE STATE OF FLORIDA. MORE THAN 1,371 STUDENTS PARTICIPATE IN HIGH SCHOOL HIGH TECH EACH YEAR, WHERE THEY HAVE AN OPPORTUNITY TO TOUR COLLEGE CAMPUSES AND INDUSTRY OPERATIONS, AND MEET WITH FLORIDA BUSINESS LEADERS. THEY ARE OFFERED CAREER EXPERIENCES THROUGH JOB SHADOWING, INTERNSHIPS, AND VOLUNTEER POSITIONS DURING THEIR INVOLVEMENT IN THE PROGRAM.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,137,594TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee8EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DELIA FINNERTYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8508786189PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12075 CENTRE POINTE BLVD 200AddressLine1Txt
CityTALLAHASSEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32308ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JAMES BYERS
SECRETARY1.00Yes (X)Yes (X)$0$0$0
LAURIE SALLARULO
CHAIR1.00Yes (X)Yes (X)$0$0$0
DR MAVARA AGRAWAL
VICE-CHAIR1.00Yes (X)Yes (X)$0$0$0
DOUG HILLIARD
TREASURER1.00Yes (X)Yes (X)$0$0$0
LORI FAHEY
DIRECTOR1.00Yes (X)$0$0$0
BRENT MCNEAL
DIRECTOR1.00Yes (X)$0$0$0
TODD JENNINGS
DIRECTOR1.00Yes (X)$0$0$0
ALEXIS DOYLE PHD
DIRECTOR1.00Yes (X)$0$0$0
ALLISON CHASE
PRESIDENT & CEO50.00Yes (X)$135,804$0$9,343
JOSEPH D'SOUZA
VP-EXTERNAL ENGAGEMENT40.00$101,602$0$6,390Yes (X)
DONNA WRIGHT
VP-DEVELOPMENT & MARKETING40.00$105,000$0$7,110Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$342,406TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$22,843TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$190,025FederatedCampaignsAmt
Government Grants$549,823GovernmentGrantsAmt
All Other Contributions$423,578AllOtherContributionsAmt
Total Contributions$1,163,426TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
DEAM/DMD INCOME900099$74,150$74,150
HSHT PROGRAM900099$500$500
FieldValueIRS element (for citing)
Total Program Service Revenue$74,650TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$773,270TotalRevenueColumnAmt
Exclusion$773,270ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,258,913SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,496,524SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$237,611SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$237,611TotalRevenueColumnAmt
Exclusion-$237,611ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMINISTRATIVE FEES900099$42,478$42,478
OTHER900099$25,764$25,764
FieldValueIRS element (for citing)
Other Revenue Total$68,242OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,841,977TotalRevenueColumnAmt
Related Or Exempt Func Income$100,414RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$578,137ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,079,774TotalAmt
Program Services$1,079,774ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$152,245TotalAmt
Management And General$152,245ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$579,501TotalAmt
Program Services$411,446ProgramServicesAmt
Management And General$168,055ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$21,491TotalAmt
Program Services$18,267ProgramServicesAmt
Management And General$3,224ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$51,507TotalAmt
Management And General$51,507ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$53,136TotalAmt
Program Services$36,290ProgramServicesAmt
Management And General$16,846ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$99,160TotalAmt
Program Services$49,624ProgramServicesAmt
Management And General$49,536ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$71,571TotalAmt
Management And General$71,571ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$159,162TotalAmt
Management And General$159,162ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$486TotalAmt
Management And General$486ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$80,005TotalAmt
Program Services$58,404ProgramServicesAmt
Management And General$21,601ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,705TotalAmt
Program Services$8,545ProgramServicesAmt
Management And General$3,160ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$43,494TotalAmt
Program Services$30,881ProgramServicesAmt
Management And General$12,613ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,651TotalAmt
Program Services$4,125ProgramServicesAmt
Management And General$1,526ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$154,629TotalAmt
Program Services$128,961ProgramServicesAmt
Management And General$25,668ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,332TotalAmt
Program Services$972ProgramServicesAmt
Management And General$360ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$52,233TotalAmt
Program Services$37,085ProgramServicesAmt
Management And General$15,148ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$14,563TotalAmt
Management And General$14,563ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
DATA ECONOMIC ANALYSIS$106,951$106,951
HIGH SCHOOL/HIGH TECH$69,988$69,988
DEAM EXPENSES$43,211$43,211
GRANTS ADMINISTRATION$18,414$18,414

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$58,980TotalAmt
Program Services$34,656ProgramServicesAmt
Management And General$24,324ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,929,189TotalAmt
Program Services$2,137,594ProgramServicesAmt
Management And General$791,595ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,500BOYAmt
EOY$1,014,188EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,565,186BOYAmt
EOY$647,815EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$821,673BOYAmt
EOY$695,697EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$23,731BOYAmt
EOY$55,775EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$267,189LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$188,269LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$131,153BOYAmt
EOY$78,920EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$21,115,183BOYAmt
EOY$21,144,386EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$101,950BOYAmt
EOY$101,950EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$23,761,376BOYAmt
EOY$23,738,731EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$122,856BOYAmt
EOY$136,369EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$734,217BOYAmt
EOY$558,241EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$74,379BOYAmt
EOY$22,085EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$931,452BOYAmt
EOY$716,695EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$19,950,121BOYAmt
EOY$19,895,757EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,879,803BOYAmt
EOY$3,126,279EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,829,924BOYAmt
EOY$23,022,036EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,761,376BOYAmt
EOY$23,738,731EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,087,212ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,279,324NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1FL DEPT OF EDUC DIV OF VOCATIONAL REHABILITATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN593474751EIN
Organization Type6OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$1,941,015SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$1,941,015SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$71,571DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$71,571TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationDIRECT CONTACT WITH LEGISLATORS AND GOVERNMENT OFFICIALS TO MONITOR LEGISLATION THAT AFFECTS VOCATIONAL REHABILITATION. THE PRIMARY RESPONSIBILITY FOR FISCAL YEAR 2023 WAS TO HELP THE ORGANIZATION SECURE STATUTORY REAUTHORIZATION.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,481,053BeginningYearBalanceAmt
Contributions$196,926ContributionsAmt
Investment Earnings Or Losses$1,767,525InvestmentEarningsOrLossesAmt
Other Expenditures$1,799,042OtherExpendituresAmt
End Year Balance$21,646,462EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,674,413BeginningYearBalanceAmt
Contributions$58,612ContributionsAmt
Investment Earnings Or Losses-$2,656,559InvestmentEarningsOrLossesAmt
Other Expenditures$2,595,413OtherExpendituresAmt
End Year Balance$21,481,053EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,334,524BeginningYearBalanceAmt
Contributions$51,344ContributionsAmt
Investment Earnings Or Losses$5,543,172InvestmentEarningsOrLossesAmt
Other Expenditures$2,254,627OtherExpendituresAmt
End Year Balance$26,674,413EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,234,168BeginningYearBalanceAmt
Contributions$362,827ContributionsAmt
Investment Earnings Or Losses$4,162,270InvestmentEarningsOrLossesAmt
Other Expenditures$2,424,741OtherExpendituresAmt
End Year Balance$23,334,524EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,310,580BeginningYearBalanceAmt
Contributions$38,393ContributionsAmt
Investment Earnings Or Losses-$1,807,908InvestmentEarningsOrLossesAmt
Other Expenditures$2,306,897OtherExpendituresAmt
End Year Balance$21,234,168EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$113,910OtherCostOrOtherBasisAmt
Depreciation$111,629DepreciationAmt
Book Value$2,281BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$153,279OtherCostOrOtherBasisAmt
Depreciation$76,640DepreciationAmt
Book Value$76,639BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$78,920TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLEASE LIABILITYDesc
Amt$22,085Amt
FieldValueIRS element (for citing)
Total Liability$22,085TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,121,301TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,279,324NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,279,324RevenueNotReportedAmt
Revenue Subtotal$1,841,977RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,841,977TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,929,189TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,929,189ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,929,189TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:PERMANENT ENDOWMENTS RECEIVED FROM DONORS ARE INVESTED IN PERPETUITY WITH DISTRIBUTIONS DESIGNATED MOSTLY FOR THE ABLE TRUST'S GENERAL PURPOSES, WITH A FEW OF THE PERMANENT ENDOWMENT FUNDS DESIGNATED FOR HIGH SCHOOL/HIGH TECH PROGRAMS OR RELATED PROGRAMS. THE BOARD DESIGNATED ENDOWMENTS REPRESENT RESOURCES CONTRIBUTED BY THE FOUNDATION TO INCREASE INVESTMENT PRINCIPAL.
PART X, LINE 2:THE FOUNDATION HAS FILED ALL REQUIRED TAX RETURNS IN ALL JURIDICTIONS IN WHICH IT OPERATES. TAX YEARS AFTER 2019 REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ABILITIES INC OF FLORIDA DBA SERVICESOURCE
2735 WHITNEY ROADCLEARWATERFL337601610590874493501(C)(3)$66,000$0VOCATIONAL PROGRAMS
BREVARD SCHOOLS FOUNDATION
2700 JUDGE FRAN JAMIESONWAY VIERAFL329406699592895155501(C)(3)$22,000$0VOCATIONAL PROGRAMS
CAREER SOURCE FLORIDA CROWN
1389 US HIGHWAY 90 W SUITE 170BLAKE CITYFL32055593531927501(C)(3)$88,000$0VOCATIONAL PROGRAMS
CENTER FOR IND LIV OF BROWARD
4800 N STATE ROAD 7 BLDG F SUITEFT LAUDERDALEFL33319650292125501(C)(3)$22,000$0VOCATIONAL PROGRAMS102
CENTER FOR IND LIVING N CENTRAL FL
222 SW 36TH TERRACEGAINESVILLEFL32607592177488501(C)(3)$55,000$0VOCATIONAL PROGRAMS
CHAUTAUQUA CHARTER SCHOOL
1118 MAGNOLIA AVEPANAMA CITYFL32401861145087501(C)(3)$22,000$0VOCATIONAL PROGRAMS
EDUCATIONAL FOUNDATION OF LAKE COUNTY
2045 PRUITT STLEESBURGFL34748592764174501(C)(3)$22,000$0VOCATIONAL PROGRAMS
EMBRACE FAMILIES FORMERLY COMMUNITY INIT
4001 PELEE STREET SUITE 200ORLANDOFL32817010631375501(C)(3)$22,000$0VOCATIONAL PROGRAMS
EMERALD COAST CHILDREN'S ADVOCACY CENTER
PO BOX 1237NICEVILLEFL32588593454168501(C)(3)$27,467$0VOCATIONAL PROGRAMS
FLAGLER COUNTY EDUCATION FOUNDATION
1769 E MOODY BLVD BLDG 2BUNNELLFL32110593006312501(C)(3)$22,000$0VOCATIONAL PROGRAMS
FOUNDATION FOR ORANGE CO PUBLIC SCHOOLS
550 S EOLA AVEORLANDOFL32801592788435501(C)(3)$44,000$0VOCATIONAL PROGRAMS
GOODWILL EASTER SEALS GULF (AL)
2440 GORDON SMITH DRMOBILEAL366172319630363472501(C)(3)$44,000$0VOCATIONAL PROGRAMS
GULFSTREAM GOODWILL INDUSTRIES INC
1715 TIFFANY DRIVE EASTWEST PALM BEACHFL33407591197040501(C)(3)$22,000$0VOCATIONAL PROGRAMS
HARDEE COUNTY SCHOOL DISTRICT
200 SOUTH FLORIDA AVEWAUCHULAFL33873596000631GOVT$22,000$0VOCATIONAL PROGRAMS
LEARNING INDEPENDENCE FOR TOMORROW INC
1005 S HIGHLAND AVECLEARWATERFL33756461088977501(C)(3)$11,000$0VOCATIONAL PROGRAMS
MADISON COUNTY SCHOOL BOARD
210 NE DUVAL AVEMADISONFL32340596000721GOVT$22,000$0VOCATIONAL PROGRAMS
MIAMI LIGHTHOUSE FOR THE BLIND
601 SW 8TH AVENUEMIAMIFL33130590637847501(C)(3)$44,000$0VOCATIONAL PROGRAMS
NASSAU COUNTY SCHOOL DISTRICT
1201 ATLANTIC AVEFERNANDINA BEACHFL32034596000756GOVT$22,000$0VOCATIONAL PROGRAMS
SCHOOL DISTRICT OF DESOTO COUNTY
494 N MANATEE AVEARCADIAFL34266596000580GOVT$22,000$0VOCATIONAL PROGRAMS
THE ARC OF JACKSONVILLE
1050 NORTH DAVIS STJACKSONVILLEFL32209596209603501(C)(3)$66,000$0VOCATIONAL PROGRAMS
THE GROW GROUP
412 E MADISON ST 1104TAMPAFL33602273549225501(C)(3)$25,000$0VOCATIONAL PROGRAMS
THE HAVEN
4405 DESOTO ROADSARASOTAFL34235591305522501(C)(3)$44,000$0VOCATIONAL PROGRAMS
VOLUSIA COUNTY SCHOOL DISTRICT
1250 REED CANAL RDPORT ORANGEFL32129596000884GOVT$22,000$0VOCATIONAL PROGRAMS
FieldValueIRS element (for citing)
Total501c3 Org23Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL GRANTS ARE MADE VIA CONTRACTS THAT REQUIRE REGULAR REPORTING - 2 OR 3 TIMES PER YEAR, DEPENDING ON THE TERMS OF THE CONTRACT. THE FOUNDATION'S STAFF REVIEWS PERIODIC REPORTS FROM GRANTEES TO DETERMINE IF CONTRACT DELIVERABLES ARE BEING MET. SITE VISITS ARE ALSO CONDUCTED TO ASSESS HOW GRANTEES ARE MEETING DELIVERABLES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4THE FOLLOWING DOCUMENTS WERE UPDATED: BY-LAWS, EMPLOYEE HANDBOOK, GRANT POLICIES, FINANCE POLICIES AND PROCEDURES AND TH INVESTMENT POLICY.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 AND ACCOMPANYING SCHEDULES ARE PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE ORGANIZATION'S MANAGEMENT REVIEWS THE FORM 990 AND ACCOMPANYING SCHEDULES. ALL QUESTIONS AND ISSUES ARE RESOLVED WITH THE INDEPENDENT ACCOUNTING FIRM PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE CENTER. FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE AND THEN SENT TO THE FULL BOARD FOR REVIEW AND VOTE.
FORM 990, PART VI, SECTION B, LINE 12CTHE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MONITORS THE POLICY ANNUALLY AND PERIODICALLY AS IS APPROPRIATE.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE BASE SALARY AND ANNUAL INCENTIVE OPPORTUNITIES OF THE PRESIDENT.
FORM 990, PART VI, SECTION C, LINE 19ALL GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC. SOME DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND THE REMAINDER ARE AVAILABLE UPON REQUEST.
REGULATION SECTION 1.263(A)-1(F) - DE MINIMIS SAFE HARBOR ELECTIONTAXPAYER NAME: THE FLORIDA ENDOWMENT FOUNDATION FOR VOCATIONAL REHABILITATION, INC. TAXPAYER ADDRESS: 3320 THOMASVILE RD., STE 200, TALLAHASSEE, FL 32308 TAXPAYER ID NUMBER: 59-3052307 YEAR-END: 06/30/2023 UNDER IRC REGULATION SECTION 1.263(A)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION.