DR PHILLIPS INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DR PHILLIPS INC (EIN 59-0724702)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-02-04
- IRS object ID
- 202240359349301014
- Schema version
- 2020v4.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-04T09:11:35-06:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 S Orange Ave Suite 550 | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590724702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dr Phillips Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KENNETH D ROBINSON | InCareOfNm |
| Business Name Control | DRPH | BusinessNameControlTxt |
| Phone | 4074226105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 692709 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328692709 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH D ROBINSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4074226105 | PhoneNum |
| Signature | 2022-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH D | PersonFirstNm |
| Person Last | ROBINSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tara Miller | PreparerPersonNm |
| PTIN | P01322693 | PTIN |
| Phone | 4078416930 | PhoneNum |
| Preparation | 2022-01-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENNETH D ROBINSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 692709 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328692709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $58,771,740 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.drphillips.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $167,900 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,602,462 | PYInvestmentIncomeAmt |
| CY Investment Income | $24,298,077 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,869,489 | PYOtherRevenueAmt |
| CY Other Revenue | $6,925,924 | CYOtherRevenueAmt |
| PY Total Revenue | $8,471,951 | PYTotalRevenueAmt |
| CY Total Revenue | $31,224,001 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,018,635 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,447,114 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,788,973 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,697,192 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $605,689 | PYOtherExpensesAmt |
| CY Other Expenses | $691,470 | CYOtherExpensesAmt |
| PY Total Expenses | $9,413,297 | PYTotalExpensesAmt |
| CY Total Expenses | $11,835,776 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$941,346 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,388,225 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $191,636,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $213,755,802 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,505,317 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,236,303 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $189,131,274 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $208,519,499 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PRESERVE THE LEGACY OF THE DR. PHILLIPS FAMILY BY CONTINUING SUPPORT OF THE FREE ENTERPRISE SYSTEM AND PRIVATE PROPERTY RIGHTS. TO RESPONSIBLY SUPPORT THE CHARITABLE NEEDS OF CENTRAL FLORIDA THROUGH FUNDING AND COUNSEL. TO CONTINUE THE STANDARD OF EXCELLANCE, ACCOUNTABILITY AND RESPONSIBILITY ESTABLISHED BY THE PHILLIPS FAMILY. ACCOUNTABILITY AND RESPONSIBILITY ESTABLISHED BY THE PHILLIPS FAMILY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $11,229,529 | ExpenseAmt |
| Grant | $8,447,114 | GrantAmt |
| Desc | SUPPORT ORGANIZATION FOR NAMED EXEMPT ORGANIZATIONS UNDER IRS 501(C)(3). SEE LIST OF GRANTS IN SCHEDULE A AND SCHEDULE I. | Desc |
| Total Program Service Expenses | $11,229,529 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH D ROBINSON | PersonNm |
| Phone | 4074226105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7400 DR PHILLIPS BLVD | AddressLine1Txt |
| City | orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KENNETH D ROBINSON | ||||||||
| PRESIDENT/CEO/DIRECTOR | 50.0 | 0.0 | Yes (X) | Yes (X) | $523,728 | $0 | $84,874 | |
| EM TUKDARIAN | ||||||||
| CFO | 50.0 | 0.0 | Yes (X) | $247,161 | $0 | $69,808 | ||
| DANIEL WILCOX | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $1,500 | $225,704 | $0 | ||
| SK DONNELLY | ||||||||
| CONTROLLER | 50.0 | 0.0 | $135,530 | $0 | $44,640 | Yes (X) | ||
| GS TAYLOR | ||||||||
| CONSTRUCTION MANAGER | 50.0 | 0.0 | $128,603 | $0 | $41,753 | Yes (X) | ||
| T FINNEGAN | ||||||||
| IN HOUSE COUNSEL | 50.0 | 0.0 | $116,836 | $0 | $33,409 | Yes (X) | ||
| HL BURNETT | ||||||||
| VP/SEC/ASST TREAS/DIRECTOR | 2.0 | 0.0 | Yes (X) | Yes (X) | $3,000 | $0 | $0 | |
| JAMES W FERBER | ||||||||
| CHAIRMAN/DIRECTOR | 10.0 | 0.0 | Yes (X) | Yes (X) | $2,750 | $0 | $0 | |
| MARGARET MILLER | ||||||||
| DIRECTOR EMERITUS | 2.0 | 0.0 | Yes (X) | $2,500 | $0 | $0 | ||
| JOHN HILLENMEYER | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $2,500 | $0 | $0 | ||
| R K KELLEY | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $2,000 | $0 | $0 | ||
| TERRY W PRATHER | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $250 | $0 | $0 | ||
| JAMES K HASSON | ||||||||
| MEMBER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| EF FUREY III | ||||||||
| MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,166,358 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $225,704 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $274,484 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AKERMAN SENTERFITT EIDSON PA | |||||
| 255 S ORANGE AVE | ORLANDO | FL | 32801 | LEGAL | $108,916 |
| CUSHMAN WAKEFIELD | |||||
| 1290 AVENUE OF THE AMERICAS 8TH FL | NEW YORK | NY | 101046178 | CONSULTING | $125,657 |
| GAI CONSULTANTS | |||||
| 618 E SOUTH ST STE 700 | ORLANDO | FL | 32801 | CONSULTING | $913,773 |
| SC ADVISORS | |||||
| PO BOX 547548 | ORLANDO | FL | 32854 | CONSULTING | $302,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,026,677 | TotalRevenueColumnAmt |
| Exclusion | $2,026,677 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,174,314 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,416,669 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,757,645 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,757,645 | TotalRevenueColumnAmt |
| Exclusion | $6,757,645 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,469,894 | SecuritiesAmt |
| Other | $8,932,576 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,132,524 | SecuritiesAmt |
| Other | $1,998,546 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,337,370 | SecuritiesAmt |
| Other | $6,934,030 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,271,400 | TotalRevenueColumnAmt |
| Exclusion | $22,271,400 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| SALE OF BURIAL RIGHTS | 531390 | $167,900 | $167,900 | |
| OTHER INCOME | 531110 | $379 | $379 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $168,279 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,224,001 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $167,900 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,056,101 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,447,114 | TotalAmt |
| Program Services | $8,447,114 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $781,888 | TotalAmt |
| Program Services | $646,983 | ProgramServicesAmt |
| Management And General | $134,905 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,173,946 | TotalAmt |
| Program Services | $997,495 | ProgramServicesAmt |
| Management And General | $176,451 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,083 | TotalAmt |
| Program Services | $206,919 | ProgramServicesAmt |
| Management And General | $39,164 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,687 | TotalAmt |
| Program Services | $317,956 | ProgramServicesAmt |
| Management And General | $57,731 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,588 | TotalAmt |
| Program Services | $100,550 | ProgramServicesAmt |
| Management And General | $19,038 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,139 | TotalAmt |
| Program Services | $17,007 | ProgramServicesAmt |
| Management And General | $2,132 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,825 | TotalAmt |
| Program Services | $25,918 | ProgramServicesAmt |
| Management And General | $4,907 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,655 | TotalAmt |
| Program Services | $13,163 | ProgramServicesAmt |
| Management And General | $2,492 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,245 | TotalAmt |
| Program Services | $24,245 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,667 | TotalAmt |
| Program Services | $303,591 | ProgramServicesAmt |
| Management And General | $50,076 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,207 | TotalAmt |
| Program Services | $78,457 | ProgramServicesAmt |
| Management And General | $14,750 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100 | TotalAmt |
| Program Services | $84 | ProgramServicesAmt |
| Management And General | $16 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,988 | TotalAmt |
| Program Services | $4,265 | ProgramServicesAmt |
| Management And General | $723 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,715 | TotalAmt |
| Program Services | $4,453 | ProgramServicesAmt |
| Management And General | $262 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150 | TotalAmt |
| Management And General | $150 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,548 | TotalAmt |
| Management And General | $1,548 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,118 | TotalAmt |
| Program Services | $38,292 | ProgramServicesAmt |
| Management And General | $11,826 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| OTHER EXPENSES | $7,090 | $7,090 | |
| DUES & SUBSCRIPTIONS | $3,612 | $575 | $3,037 |
| CEMETERY | $82,411 | $82,411 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,835,776 | TotalAmt |
| Program Services | $11,229,529 | ProgramServicesAmt |
| Management And General | $606,247 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,569 | BOYAmt |
| EOY | $192,169 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,790,129 | BOYAmt |
| EOY | $13,854,727 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,011 | BOYAmt |
| EOY | $2,603,049 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,921 | BOYAmt |
| EOY | $18,123 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $109,806,230 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,488,986 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,510,150 | BOYAmt |
| EOY | $85,317,244 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,961,193 | BOYAmt |
| EOY | $111,643,372 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,618 | BOYAmt |
| EOY | $127,118 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,636,591 | BOYAmt |
| EOY | $213,755,802 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,057,169 | BOYAmt |
| EOY | $1,170,566 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,000,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,448,148 | BOYAmt |
| EOY | $3,065,737 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,505,317 | BOYAmt |
| EOY | $5,236,303 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,131,274 | BOYAmt |
| EOY | $208,519,499 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,131,274 | BOYAmt |
| EOY | $208,519,499 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,636,591 | BOYAmt |
| EOY | $213,755,802 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $19,388,225 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Non Func | Yes (X) | SupportingOrgType3NonFuncInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 13 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (12 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| BOYS & GIRLS CLUBS OF CENTRAL FLORIDA INC | ||||
| 590951887 | 7 | Yes (true) | $129,774 | $0 |
| CENTRAL FLORIDA YOUNG MEN'S CHRISTIAN ASSOCIATION INC | ||||
| 590624430 | 10 | Yes (true) | $1,100,000 | $0 |
| DR PHILLIPS CENTER FOR THE PERFORMING ARTS INC | ||||
| 200695917 | 7 | Yes (true) | $2,500,000 | $0 |
| HEART OF FLORIDA UNITED WAY INC | ||||
| 590808854 | 7 | Yes (true) | $900,000 | $0 |
| JUNIOR ACHIEVEMENT OF CENTRAL FLORIDA INC | ||||
| 237327730 | 7 | Yes (true) | $40,000 | $0 |
| ORLANDO HEALTH INC | ||||
| 591726273 | 3 | Yes (true) | $35,340 | $0 |
| PACIFIC LEGAL FOUNDATION | ||||
| 942197343 | 7 | Yes (true) | $50,000 | $0 |
| SCHOOL BOARD OF ORANGE COUNTY FLORIDA | ||||
| 596000771 | 2 | Yes (true) | $75,000 | $0 |
| THE SCHOOL DISTRICT OF OSCEOLA COUNTY FLORIDA | ||||
| 596000779 | 2 | Yes (true) | $100,000 | $0 |
| SUNSYSTEM DEVELOPMENT CORPORATION | ||||
| 592219301 | 7 | Yes (true) | $2,005,000 | $0 |
| UNITED ARTS OF CENTRAL FLORIDA INC | ||||
| 591166446 | 7 | Yes (true) | $192,000 | $0 |
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC | ||||
| 596211832 | 5 | Yes (true) | $1,320,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 12 | SupportedOrganizationsTotalCnt |
| Support Sum | $8,447,114 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | Yes (true) | ExcessBusinessHoldingsRulesInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (true) | SupportedOrgVoiceInvestmentInd |
Adjusted Net Income AdjustedNetIncomeGrp
Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Recoveries PY Distributions RecoveriesPYDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Other Gross Income OtherGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $13,124,057 | PriorYearAmt |
Adjusted Gross Income AdjustedGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $13,124,057 | PriorYearAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Production Income ProductionIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $9,068,389 | PriorYearAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $86,953 | PriorYearAmt |
Total Adjusted Net Income TotalAdjustedNetIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $3,968,715 | PriorYearAmt |
Minimum Asset Amount MinimumAssetAmountGrp
Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $116,383,015 | PriorYearAmt |
Average Monthly Cash Balances AverageMonthlyCashBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $7,510,606 | PriorYearAmt |
FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $151,480,212 | PriorYearAmt |
Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $275,373,833 | PriorYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discount Claimed | $0 | DiscountClaimedAmt |
Acquisition Indebtedness AcquisitionIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $275,373,833 | PriorYearAmt |
Cash Deemed Charitable CashDeemedCharitableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $7,250,938 | PriorYearAmt |
Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $268,122,895 | PriorYearAmt |
Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $9,384,301 | PriorYearAmt |
Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total Minimum Asset TotalMinimumAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $9,384,301 | PriorYearAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $3,968,715 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $3,373,408 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $9,384,301 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $9,384,301 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $9,384,301 | CYDistributableAsAdjustedAmt |
Distributions DistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Paid Accomplish Exempt Prps | $8,447,114 | CYPaidAccomplishExemptPrpsAmt |
| CY Pd In Excess Income Activity | $0 | CYPdInExcessIncomeActivityAmt |
| CY Administrative Expense Paid | $1,005,632 | CYAdministrativeExpensePaidAmt |
| Exempt Use Assets Acquis Paid | $0 | ExemptUseAssetsAcquisPaidAmt |
| Qualified Set Aside | $0 | QualifiedSetAsideAmt |
| CY Other Distributions | $0 | CYOtherDistributionsAmt |
| CY Total Annual Distributions | $9,452,746 | CYTotalAnnualDistributionsAmt |
| CY Distri Attentive Suprt Org | $3,600,000 | CYDistriAttentiveSuprtOrgAmt |
| CY Distributable As Adjusted | $9,384,301 | CYDistributableAsAdjustedAmt |
| CY Distribution Yr | 38.3619 | CYDistributionYrRt |
Distribution Allocations DistributionAllocationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Distributable As Adjusted | $9,384,301 | CYDistributableAsAdjustedAmt |
| Underdistributions | $0 | UnderdistributionsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $193,643 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $193,643 | TotalExcessDistributionCyovAmt |
| Cyov Applied Underdistri PY | $0 | CyovAppliedUnderdistriPYAmt |
| Cyov Applied Underdistr CPY | $193,643 | CyovAppliedUnderdistrCPYAmt |
| Carryover PY Not Applied | $0 | CarryoverPYNotAppliedAmt |
| Excess Distribution Cyov | $0 | ExcessDistributionCyovAmt |
| CY Total Annual Distributions | $9,452,746 | CYTotalAnnualDistributionsAmt |
| CY Distrib App Underdistri PY | $0 | CYDistribAppUnderdistriPYAmt |
| CY Distri App Distributable | $9,190,658 | CYDistriAppDistributableAmt |
| Excess Distribution | $262,088 | ExcessDistributionAmt |
| Remaining Underdistri PY | $0 | RemainingUnderdistriPYAmt |
| Remaining Underdistri CY | $0 | RemainingUnderdistriCYAmt |
| Excess Distri Cyov To Next Yr | $262,088 | ExcessDistriCyovToNextYrAmt |
| Excess From Year5 | $0 | ExcessFromYear5Amt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $262,088 | ExcessFromYear1Amt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV SECTION E LINE 2B: | THE ORGANIZATION REGULARLY MEETS THROUGHOUT THE YEAR WITH ALL OF ITS SUPPORTED ORGANIZATIONS FOR THE PURPOSE OF REVIEWING INVESTMENT POLICIES, TIME AND MANNER OF MAKING GRANTS, SELECTION OF GRANT RECIPIENTS, AND USE OF INCOME ON INVESTMENTS. IN ADDITION, REPRESENTATIVES OF TWO OF THE SUPPORTED ORGANIZATIONS SERVE AS VOTING MEMBERS OF THE INVESTMENT COMMITTEE OF THE ORGANIZATION AND HAVE A SIGNIFICANT VOICE IN THE INVESTMENT DECISIONS OF THE ORGANZIATION. |
| PART V, SECTION B, LINE 4: | DR. PHILLIPS, INC. REQUIRES A GREATER AMOUNT OF CASH AVAILABLE BECAUSE IT DOES MORE THAN THE TYPICAL GRANT-MAKING SUPPORTING ORGANIZATION. IN ADDITION TO GRANT-MAKING ACTIVITIES AND MANAGEMENT OF A PORTFOLIO OF TRADED SECURITIES, DR. PHILLIPS, INC. MANAGES AND MAINTAINS A LARGE NUMBER OF COMMERICAL, RENTAL-INCOME GENERATING REAL ESTATE PROPERTIES, WHICH REQUIRES CONSIDERABLE MORE CASH ON HAND THAN IS NEEDED BY A PASSIVE INVESTMENT ORGANIZATION. ACTUAL ADMINISTRATIVE AND OTHER NORMAL AND CURRENT DISBURSEMENTS DIRECTLY CONNECTED WITH DR. PHILLIPS, INC.'S CHARITABLE ACTIVITY EXCEED THE 1 1/2% OF THE FAIR MARKET VALUE OF ALL NON-EXEMPT USE ASSETS. YEAR ENDED 08/31/2016 $7,455,845 YEAR ENDED 08/31/2017 $6,747,492 YEAR ENDED 08/31/2018 $10,300,444 YEAR ENDED 08/31/2019 $6,326,462 YEAR ENDED 08/31/2020 $9,452,746 AVERAGE $8,056,598 CASH DEEMED HELD FOR CHARITABLE ACTIVITIES 90% OF AVERAGE $7,250,938 |
| PART V, SECTION D, LINE 1 & 8: | AMOUNTS PAID TO SUPPORTED ORGANIZATIONS TO ACCOMPLISH EXEMPT PURPOSES (NOT INCLUDING ALLOCABLE PROGRAM-RELATED EXPENSES) IN THE AMOUNT OF $8,447,114 (PART V, SECTION D, LINE 1), WHICH INCLUDED DISTRIBUTIONS OF $3,600,000 (PART V, SECTION D, LINE 8) TO ATTENTIVE AND RESPONSIVE SUPPORTED ORGANIZATIONS, INCLUDING $1,100,000 TO CENTRAL FLORIDA YMCA AND $2,500,000 TO THE DR. PHILLIPS CENTER FOR THE PERFORMING ARTS. ATTENTIVENESS AND RESPONSIVENESS WAS DETERMINED AND CONTINUOUSLY MAINTAINED BY VIRTUE OF THE NATURE OF THE GRANTS GIVEN TO THE ORGANIZATIONS FOR SPECIFIC CAPITAL PROJECTS THAT WOULD HAVE BEEN INTERRUPTED OR ELIMINATED HAD THE ORGANIZATION NOT PROVIDED SUPPORT AS WELL AS THROUGH THE LONG-STANDING RELATIONSHIP BETWEEN THE ORGANZIATIONS. AS SHOWN ON PAGE 7 OF THIS SCHEDULE A, DISTRIBUTIONS TO ATTENTIVE SUPPORTED ORGANZIATIONS EXCEED 33.3%, AND THE DISTRIBUTIONS FOR 2020 EXCEEDED THE DISTRIBUTABLE AMOUNT COMPUTED AS SHOWN ON PAGE 6 OF THIS SCHEDULE A. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $9,648,771 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,166 | OtherCostOrOtherBasisAmt |
| Book Value | $8,650,937 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $81,250,042 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $64,096 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,877,467 | DepreciationAmt |
| Book Value | $64,436,671 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $7,931,409 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,160,301 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,273,473 | DepreciationAmt |
| Book Value | $5,818,237 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $9,749,445 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $3,338,046 | DepreciationAmt |
| Book Value | $6,411,399 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $85,317,244 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE DEPOSITS | $1,328,506 |
| DEFERRED GAIN-TOLL SOUTHEAST | $1,737,231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,065,737 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $31,224,001 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $31,224,001 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $31,224,001 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,835,776 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $11,835,776 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $11,835,776 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IDENTIFIES AND EVALUATES UNCERTAIN TAX POSITIONS, IF ANY, AND RECOGNIZES THE IMPACT OF UNCERTAIN TAX POSITIONS FOR WHICH THERE IS A LESS THAN MORE-LIKELY-THAN-NOT PROBABILITY OF THE POSITION BEING UPHELD WHEN REVIEWED BY THE RELEVANT TAXING AUTHORITY, SUCH POSITIONS ARE DEEMED TO BE UNRECOGNIZED TAX BENEFITS AND A CORRESPONDING LIABILITY IS ESTABLISED ON THE CONSOLIDATED STATEMENTS OF ASSETS, LIABILITIES AND NET ASSETS. THE ORGANIZATION HAS NOT RECOGNIZED A LIABILITY FOR UNCERTAIN TAX POSITIONS. IF THERE WERE AN UNRECOGNIZED TAX BENEFIT, THE ORGANIZATION WOULD RECOGNIZE INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALITIES IN OPERATING EXPENSES. THE ORGANIZATION'S OPEN TAX YEARS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE GENERALLY REMAIN OPEN FOR THREE YEARS FROM THE DATE OF FILING. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUBS OF CENTRAL FLORIDA INC | ||||||||||
| PO BOX 2987 | ORLANDO | FL | 32802 | 590951887 | 501(c)(3) | $129,774 | $0 | N/A | N/A | YOUTH DEVELOPMENT |
| CENTRAL FLORIDA YOUNG MEN'S CHRISTIAN ASSOCIATION | ||||||||||
| 433 N MILLS AVE | ORLANDO | FL | 32803 | 590624430 | 501(c)(3) | $1,100,000 | $0 | N/A | N/A | FACILITY IMPROVEMENTS TO SERVE CHILDREN & FAMILIES |
| DR PHILLIPS CENTER FOR THE PERFORMING ARTS INC | ||||||||||
| 155 E ANDERSON STREET | ORLANDO | FL | 32801 | 200695917 | 501(c)(3) | $2,500,000 | $0 | N/A | N/A | CAPITAL FOR FACILITY |
| HEART OF FLORIDA UNITED WAY INC | ||||||||||
| 1940 TRAYLOR BLVD | ORLANDO | FL | 32804 | 590808854 | 501(c)(3) | $900,000 | $0 | N/A | N/A | SOCIAL SERVICES |
| JUNIOR ACHIEVEMENT OF CENTRAL FLORIDA INC | ||||||||||
| 2121 CAMDEN ROAD | ORLANDO | FL | 32803 | 590972112 | 501(c)(3) | $40,000 | $0 | N/A | N/A | YOUTH EDUCATION |
| ORLANDO HEALTH INC | ||||||||||
| 1414 S KUHL AVE | ORLANDO | FL | 32806 | 591726273 | 501(c)(3) | $35,340 | $0 | N/A | N/A | CAP & PROG NEEDS |
| PACIFIC LEGAL FOUNDATION | ||||||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | 942197343 | 501(c)(3) | $50,000 | $0 | N/A | N/A | PRESERVATION OF PRIVATE PROPERTY RIGHTS |
| SCHOOL BOARD OF ORANGE COUNTY FLORIDA | ||||||||||
| 445 W AMELIA ST | ORLANDO | FL | 32801 | 596000771 | 501(c)(1) | $75,000 | $0 | N/A | N/A | YOUTH EDUCATION |
| THE SCHOOL DISTRICT OF OSCEOLA COUNTY FLORIDA | ||||||||||
| 817 BILL BECK BLVD | KISSIMMEE | FL | 34744 | 596000779 | 501(c)(1) | $100,000 | $0 | N/A | N/A | YOUTH EDUCATION |
| SUNSYSTEM DEVELOPMENT CORPORATION | ||||||||||
| 550 E ROLLINS STREET | ORLANDO | FL | 32803 | 592219301 | 501(c)(3) | $2,005,000 | $0 | N/A | N/A | PROGRAM NEEDS |
| UNITED ARTS OF CENTRAL FLORIDA INC | ||||||||||
| 2450 MAITLAND CTR PK 201 | ORLANDO | FL | 32751 | 591166446 | 501(c)(3) | $192,000 | $0 | N/A | N/A | ARTS PROGRAMMING |
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC | ||||||||||
| 12424 RESEARCH PKWY 250 | ORLANDO | FL | 32826 | 596211832 | 501(c)(3) | $1,320,000 | $0 | N/A | N/A | CAPITAL FOR FACILITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I LINE 2: | FormAndLineReferenceDesc |
| Explanation | DR. PHILLIPS, INC. GRANT STAFF AND OFFICERS OBTAIN AND REVIEW REPORTS FROM BENEFICIARIES TO ENSURE FUNDS EXPENDED ARE IN ACCORDANCE WITH THE BOARD'S APPROVAL OF GRANT AND RESULTS ACHIEVED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | 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 | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENNETH D ROBINSON | ||||||||||||||
| PRESIDENT/CEO/DIRECTOR | $523,728 | $0 | $0 | $0 | $60,825 | $0 | $24,049 | $0 | $608,602 | $0 | $0 | $0 | ||
| DANIEL WILCOX | ||||||||||||||
| DIRECTOR | $0 | $225,704 | $0 | $0 | $0 | $0 | $0 | $0 | $1,500 | $225,704 | $0 | $0 | $1,500 | $0 |
| EM TUKDARIAN | ||||||||||||||
| CFO | $247,161 | $0 | $0 | $0 | $37,074 | $0 | $32,734 | $0 | $316,969 | $0 | $0 | $0 | ||
| SK DONNELLY | ||||||||||||||
| CONTROLLER | $135,530 | $0 | $0 | $0 | $20,329 | $0 | $24,311 | $0 | $180,170 | $0 | $0 | $0 | ||
| GS TAYLOR | ||||||||||||||
| CONSTRUCTION MANAGER | $128,603 | $0 | $0 | $0 | $19,290 | $0 | $22,463 | $0 | $170,356 | $0 | $0 | $0 | ||
| T FINNEGAN | ||||||||||||||
| IN HOUSE COUNSEL | $116,836 | $0 | $0 | $0 | $10,515 | $0 | $22,894 | $0 | $150,245 | $0 | $0 | $0 | ||
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1: | TO PRESERVE THE LEGACY OF THE DR. PHILLIPS FAMILY THROUGH SUPPORT OF THE CHARITABLE NEEDS OF CENTRAL FLORIDA, FREE ENTERPRISE SYSTEM AND PRIVATE PROPERTY RIGHTS AND CONTINUE THE STANDARDS OF EXCELLENCE, ACCOUNTABILITY AND RESPONSIBILITY ESTABLISHED BY THE PHILLIPS FAMILY THROUGH FUNDING AND COUNSEL. |
| FORM 990, PART VI, LINE 4: | After the close of the tax year, Dr. Phillips, Inc. amended its Certificate of Incorporation by approving and filing the attached Certificate of Amendment of Certificate of Incorporation. For the reasons stated therein, a substitute charitable organization was named for one of the organizations which received support during the tax year, and a specific program of one of the supported organizations was identified for special attention by Dr. Phillips, Inc. in future years. |
| FORM 990, PART VI, LINE 6: | THERE IS ONE CLASS OF MEMBERS WHOSE RESPONSIBILITIES ARE TO ELECT OR REMOVE THE DIRECTORS. |
| FORM 990, PART VI, LINE 7A: | THERE IS ONE CLASS OF MEMBERS WHOSE RESPONSIBILITIES ARE TO ELECT OR REMOVE THE DIRECTORS. |
| FORM 990, PART VI, LINE 7B: | THERE IS ONE CLASS OF MEMBERS WHOSE RESPONSIBILITIES ARE TO ELECT OR REMOVE THE DIRECTORS. THE MEMBERS ALSO HAVE THE AUTHORITY TO VOTE ON DECISIONS CONCERNING THE CORPORATION, INCLUDING AMENDMENT OF THE ARTICLES OF INCORPORATION, BYLAWS AND DISSOLUTION OF THE CORPORATION. |
| FORM 990, PART VI, LINE 11B: | FORM 990 REVIEWED BY TREASURER AND PRESIDENT FOR ACCURACY AND FINANCIAL RESULTS ARE COMPARED TO AUDIT. REVIEWED DRAFT SUBMITTED TO CPA FIRM AND LEGAL COUNSEL TO ENSURE COMPLIANCE WITH LAW. FORM 990 PROVIDED TO DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, LINE 12C: | ANNUAL DISCLOSURE FORM SUBMITTED BY EACH MEMBER AND OFFICER . ALL FORMS REVIEWED BY PRESIDENT AND CONFLICT OF INTEREST BOARD COMMITTEE. IF REQUEST IS SUBMITTED BY ORGANIZATION WHERE CONFLICT OF INTEREST EXISTS, CONFLICTED BOARD MEMBER CANNOT INFLUENCE OR PARTICIPATE IN VOTE. |
| FORM 990, PART VI, LINE 15A: | COMPENSATION STUDY PERFORMED BY THIRD PARTY CONSULTANT. COMPENSATION APPROVED BY BOARD AND COMPENSATION COMMITTEE. |
| FORM 990, PART VI, LINE 15B: | COMPENSATION STUDY PERFORMED BY THIRD PARTY CONSULTANT. COMPENSATION APPROVED BY BOARD AND COMPENSATION COMMITTEE. |
| FORM 990, PART VI, LINE 19: | ARTICLES OF INCORPORATION AND CONFLICT OF INTEREST POLICY ARE PROVIDED TO THE PUBLIC AT OUR OFFICE UPON REQUEST. THE FORM 990 TAX RETURN IS AVAILABLE TO THE PUBLIC AT GUIDESTAR. |
| FORM 990, PART VII, COL(E): | DANIEL WILCOX, A DIRECTOR OF THE DR. PHILLIPS, INC. BOARD IS ALSO THE PRESIDENT OF THE CENTRAL FLORIDA YMCA, WHICH IS A PRIMARY BEMEFICIARY OF DR. PHILLIPS, INC. MR. WILCOX RECEIVED $1,500 FROM DR. PHILLIPS, INC. DURING CALENDAR YEAR 2020 AS COMPENSATION FOR HIS SERVICES ON THE BOARD OF DIRECTORS. AS COMPENSATION FOR HIS SERVICES AS CEO AND PRESIDENT OF THE CENTRAL FLORIDA YMCA MR. WILCOX RECEIVED $225,704 IN COMPENSATION. |
| FORM 990, PART IX, LINE 11f: | INVESTMENT CONSULTING FEES ARE NETTED AGAINST INVESTMENT INCOME (PART VIII, LINE 3). THE "INVESTMENT MANAGEMENT FEES" SHOWN ON PART IX, LINE 11F ARE EMPLOYMENT RELATED 401K PLAN ADMINISTRATION FEES WHICH ARE ALLOCATED IN THE SAME MANNER AS THE ORGANIZATION'S SALARIES, OTHER COMPENSATION, EMPLOYEE BENEFILTS (PART 1, LINE 15). |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR PHILLIPS CITY CENTER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7400 DR PHILLIPS BLVDS | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | RE HLDINGS | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Total Income | -$730 | TotalIncomeAmt |
| End Of Year Assets | $861,727 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR PHILLIPS | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUBS OF CENTRAL FLORIDA I | |||||||||||
| PO BOX 2987 | ORLANDO | FL | 32802 | 590951887 | YOUTH SVCS | FL | 501(C)(3) | 7 | NA | false | |
| CENTRAL FLORIDA YOUNG MEN'S CHRISTIAN AS | |||||||||||
| 433 N MILLS AVE | ORLANDO | FL | 32803 | 590624330 | CHARITABLE OR | FL | 501(C)(3) | 9 | NA | false | |
| DR PHILLIPS CTR FOR THE PERFORMING ARTS | |||||||||||
| 155 E ANDERsON ST | ORLANDO | FL | 32801 | 200695917 | PERF ARTS CTR | FL | 501(C)(3) | 7 | NA | false | |
| HEART OF FLORIDA UNITED WAY INC | |||||||||||
| 1940 TRAYLOR BLVD | ORLANDO | FL | 32804 | 590508854 | UNITED WAY | FL | 501(C)(3) | 7 | NA | false | |
| JUNIOR ACHIEVEMENT OF CENTRAL FLORIDA IN | |||||||||||
| 2121 CAMDEN ROAD | ORLANDO | FL | 32803 | 590972112 | YOUTH SVCS | FL | 501(C)(3) | 7 | NA | false | |
| ORLANDO HEALTH INC | |||||||||||
| 1414 S KUHL AVE | ORLANDO | FL | 32806 | 591726273 | NFP HEALTHCAR | FL | 501(C)(3) | 3 | NA | false | |
| PACIFIC LEGAL FOUNDATION | |||||||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | 942197343 | PRIVATE PROP | CA | 501(C)(3) | 7 | NA | false | |
| SCHOOL BOARD OF ORANGE COUNTY FLORIDA | |||||||||||
| 445 W AMELIA STREET | ORLANDO | FL | 32801 | 596000771 | YOUTH EDUCATI | FL | 501(C)(1) | NA | false | ||
| THE SCHOOL DISTRICT OF OSCEOLA COUNTY FL | |||||||||||
| 817 BILL BECK BLVD | KISSIMMEE | FL | 34744 | 596000779 | YOUTH EDUCATI | FL | 501(C)(1) | false | N/A | ||
| SUNSYSTEM DEVELOPMENT CORP | |||||||||||
| 550 E ROLLINS ST | ORLANDO | FL | 32803 | 592219301 | NFP HEALTH | FL | 501(C)(3) | 7 | NA | false | |
| UNITED ARTS OF CENTRAL FLORIDA INC | |||||||||||
| 2450 MAITLAND CTR PKWY | MAITLAND | FL | 32751 | 591166446 | PROMOTE COMM | FL | 501(C)(3) | 7 | NA | false | |
| UNIVERISITY OF CENTRAL FLORIDA FOUNDATIO | |||||||||||
| 12424 RESEARCH PKWY | ORLANDO | FL | 32826 | 596211832 | PUBLIC UNIV | FL | 501(C)(3) | 5 | NA | false | |
| THE DR P PHILLIPS FOUNDATION | |||||||||||
| PO BOX 692709 | ORLANDO | FL | 32869 | 596135403 | PRIVATE FOUND | FL | 501(C)(3) | PF | NA | Yes (true) | |
| THE HERITAGE FOUNDATION INC | |||||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | 237327730 | RESEARCH/EDUC | DC | 501(C)(3) | 7 | NA | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILJOHN INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7400 DR PHILLIPS BLVD | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592496544 | EIN |
| Primary Activities | RE BROKER | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR PHILLIPS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | -$25,638 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $166,450 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (13 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE DR P PHILLIPS FOUNDATION | ||
| N, O, | $131 | REPORTED HOURS |
| BOYS & GIRLS CLUBS OF CENTRAL FLORIDA INC | ||
| B | $129,774 | CASH |
| CENTRAL FLORIDA YOUNG MEN'S CHRISTIAN ASSOC | ||
| B | $1,100,000 | CASH |
| DR PHILLIPS CTR FOR THE PERFORMING ARTS INC | ||
| B | $2,500,000 | CASH |
| HEART OF FLORIDA UNITED WAY INC | ||
| B | $900,000 | CASH |
| JUNIOR ACHIEVEMENT OF CENTRAL FLORIDA INC | ||
| B | $40,000 | CASH |
| ORLANDO HEALTH INC | ||
| B | $35,340 | CASH |
| PACIFIC LEGAL FOUNDATION | ||
| B | $50,000 | CASH |
| SCHOOL BOARD OF ORANGE COUNTY FLORIDA | ||
| B | $75,000 | CASH |
| THE SCHOOL DISTRICT OF OSCEOLA COUNTY FLORIDA | ||
| B | $100,000 | CASH |
| SUNSYSTEM DEVELOPMENT CORPORATION | ||
| B | $2,005,000 | CASH |
| UNITED ARTS OF CENTRAL FLORIDA INC | ||
| B | $192,000 | CASH |
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC | ||
| B | $1,320,000 | CASH |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1: | NO EIN AS THE ENTITY IS A SMLLC. |
| PART IV, LINE 1: | THE ORGANIZATION IS THE SOLE OWNER OF A C CORPORATION KNOWN AS PHILJOHN, INC., WHICH SERVES AS A REAL ESTATE BROKER TO FACILITATE PURCHASES AND SALES OF RENTAL REAL PROPERTY HELD BY THE ORGANIZATION AS INVESTMENT OR PROGRAM RELATED ASSETS. IT IS NOT A BUSINESS ENTERPRISE BECAUSE IT IS NOT AN UNRELATED TRADE OR BUSINESS. MOVEOVER, THE ORGANIZATION HAS A PERIOD OF 20 YEARS FROM JANUARY 1, 2007 TO DISPOSE OF ANY EXCESS BUSINESS HOLDINGS THAT MAY EXIST. |
| PART V, LINE 2: | THE DR. P. PHILLIPS FOUNDATION ("TDPPF") LEASES OFFICE SPACE TO DR. PHILLIPS, INC. ("DPI"), A 501(C)(3) NON-FUNCTIONALLY INTEGRATED TYPE III SUPPORTING ORGANZIATION UNDER SECTION 509(A)(3) FOR NORMAL RENT. TDPPF AND DPI ARE RELATED TAX-EXEMPT ORGANIZATIONS WHOSE OFFICERS AND DIRECTORS ARE SUBSTANTIALLY THE SAME. AS PART OF THE CONSIDERATION FOR SUCH LEASE, DPI FURNISHES MANAGEMENT AND ADMINISTRATIVE PERSONNEL FOR ACCOUNTING, LEGAL AND GRANT-MAKING FUNCTIONS OF TDPPF. THE VALUE OF THE PERSONNEL IS ROUGHLY EQUILVALENT TO THE MARKET RENT THAT WOULD BE RECEIVED FROM A THIRD-PARTY IN AN ARMS-LENGTH TRANSACTION. |