Florida Bar Foundation INC FY2021 filing

Tax-deductible

Maitland, FL501(c)(3)Since 1956Crime & LegalEIN 59-1004604Revenue $11.4M in FY2021

On file with the IRSfloridabarfoundation.org175 Lookout Pl Ste 100, 32751-8434 · Maitland, FLTax-exempt since Jun 1962Publicly supported — 509(a)(2)

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Funding, promotion and support for greater access to justice system.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$366K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $81.8M a year · 72% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$366K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
16 mo
of spending, in cash
Looks good: 15.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $6K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4.9M
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
31
of 31 voting members
Looks good: 31 of 31 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$11.4M
-54% vs prior year
Spent
$9.5M
To programs
85%
Net assets
$30.6M
By yearFY2020–FY2025
Revenue
$11.4M
FY2021▼ -54%
Tap a bar for its year
Revenue by fiscal year
FY2020$24.9M
FY2021$11.4M
FY2022$12.8M
FY2023$70.8M
FY2024$285.3M
FY2025$272.7M
Expenses
$9.5M
FY2021▼ -32%
Tap a bar for its year
Expenses by fiscal year
FY2020$14.0M
FY2021$9.5M
FY2022$10.4M
FY2023$13.4M
FY2024$41.9M
FY2025$97.7M
Net assets
$30.6M
FY2021▲ +19%
Tap a bar for its year
Net assets by fiscal year
FY2020$25.7M
FY2021$30.6M
FY2022$29.4M
FY2023$88.1M
FY2024$337.0M
FY2025$521.7M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1962.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $8.1M Management & general 12% · $1.1M Fundraising 3% · $248K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

33 people listed on the 990; $366K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
CEO / Executive Director
$201,760Pt VII · Sec A
CFO/Treasurer/Secretary
$164,256Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Immediate Past President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Dominic C Mackenzie’s $221K as Executive Director/CEO is at the 15th percentile of top reported officer pay among 13 $100M+ crime & legal nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Dominic C Mackenzie$220,984$211,396$198,123$180,336$201,760$185,117
Lou Ann Powell——$179,828$165,388$164,256$161,328
Robert H Heidt—$118,985————
Lushawn Phillips$111,501$103,715————
Jasmine Lee-Gaumier—$106,963————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Florida Bar Foundation INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Promotes and funds greater access to the justice system.

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Provided by the organization

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3 programs · $7.9M · in their own filed words · FY2020
01

Legal Assistance for the Poor

In 2020-21, approved grant awards included Children's Legal Services, Community Economic Development, two-year Equal Justice Works Fellowships, Disaster Relief for Hurricane Sally, and student loan forgiveness to 200+ attorneys at legal aid organizations.

$7.3Mprogram expense
02

Improvements in the Administration of Justice

In 2020-21, approved grant awards included continued funding for The Florida Innocence Project, which works to exonerate Floridians for crimes they did not commit and to Florida's Children First, which works to improve the child welfare system

$510Kprogram expense
03

Pro Bono Partnerships

"Pro bono" roughly translates to "for the good of the publicgenerally encompasses lawyers representing, at no charge, persons who cannot otherwise afford to hire an attorney. The Florida Bar Foundation's Pro Bono department was the hub and connector between law firms, law schools, the judiciary, legal aid programs, and other stakeholders…

$82Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$6K
Grants paid · 219 grants · $171.7M · 2019–2024
Bay Area Legal Services INCFL · FY2024$6,636,062
Florida Legal Services INCFL · FY2024$5,736,227
Jacksonville Area Legal Aid INCFL · FY2024$5,249,827
Legal Services of North Florida INCFY2024$4,180,444
Dade Legal AidFY2024$3,664,209
Gulfcoast Legal Services INCFL · FY2024$3,444,471
Three Rivers Legal Services INCFL · FY2024$2,482,084
Brevard County Legal Aid INCFL · FY2024$2,322,241
See all 219 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$11.4M
Ln 12
Gifts and grantsLn 1h$8.6M
Other incomeLn 4–11$1.7M
Investment incomeLn 3$1.2M
Money outPt IX
$9.5M
Ln 25
Programscol B$8.1M
Managementcol C$1.1M
Fundraisingcol D$248K
Owns and owesPt X
$30.6M
net assets · Ln 32
Cash and savingsLn 1–2$12.3M
Total assetsLn 16$35.5M
LiabilitiesLn 26$4.9M
PeoplePt VI, VII
33
listed · VII A
PaidVII A2
Voting boardVI 1a31
IndependentVI 1b31
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8.6M
Noncash giftsLn 1g$10K
Investment incomeLn 3$1.2M
Other incomeLn 4–11$1.7M
Gains on assetsLn 7$595K
Total revenueLn 12$11.4M
Assets in detailPt X, end of year
CashLn 1$230
SavingsLn 2$12.3M
Cash and savings togetherLn 1–2$12.3M
InvestmentsLn 11–13$21.7M
Land, buildings, equipmentLn 10c$62K
Other assetsLn 15$37K
Total assetsLn 16$35.5M
LiabilitiesLn 26$4.9M
Net assetsLn 32$30.6M
OperationsPt I, VI
EmployeesI 520
VolunteersI 640
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$17.1M$12.3M
InvestmentsLn 11–13$12.5M$21.7M
Land, buildings, equipmentLn 10c$100K$62K
Total assetsLn 16$31.3M$35.5M
LiabilitiesLn 26$5.6M$4.9M
Net assetsLn 32$25.7M$30.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$6.0M$6.0M
Grants to domestic individualsLn 2$1.4M$1.4M
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$394K$139K$235K$20K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$751K$222K$421K$108K
Pension plan contributionsLn 8$49K$12K$27K$11K
Other employee benefitsLn 9$57K$15K$34K$8K
Payroll taxesLn 10$81K$25K$47K$10K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$49K$49K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$37K$37K
Other fees for servicesLn 11g$51K$23K$8K$21K
Advertising and promotionLn 12$9K$6K$2K$2K
Office expensesLn 13$96K$17K$43K$35K
Information technologyLn 14$242K$171K$65K$7K
RoyaltiesLn 15$0
OccupancyLn 16$123K$31K$78K$14K
TravelLn 17$2K$2K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$1K$633$649
InterestLn 20$3K$386$3K$172
Payments to affiliatesLn 21$9K$9K
Depreciation, depletion and amortizationLn 22$38K$10K$24K$4K
InsuranceLn 23$55K$14K$35K$6K
Other expenses (24a–d)Ln 24$31K$16K$14K$1K
Total functional expensesLn 25$9.5M$8.1M$1.1M$248K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $272.7M$97.7M$175.0M$521.7M 990 PDF
FY2024 $285.3M$41.9M$243.4M$337.0M 990 PDF
FY2023 $70.8M$13.4M$57.3M$88.1M 990 PDF
FY2022 $12.8M$10.4M$2.5M$29.4M 990 PDF
FY2021 Viewing $11.4M$9.5M$2.0M$30.6M 990 PDF
FY2020 $24.9M$14.0M$10.9M$25.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $11,447,403 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $16,066,356$8,596,461
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$1,182,067
I-11 Other revenuePrior year $8,345,290$1,668,875
I-12 Total revenuePrior year $24,411,646$11,447,403
I-13 Grants and similar amounts paidPrior year $11,564,652$7,395,777
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,496,439$1,333,365
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $960,332$748,367
I-18 Total expensesPrior year $14,021,423$9,477,509
I-19 Revenue less expensesPrior year $10,390,223$1,969,894
Part VI · Governance 31 of 31 board members independent, no flags
VI-1a Voting members of the governing body31
VI-1b Independent voting members31
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $11,447,403 across 10 lines filed
VIII-1f All other contributions, gifts and grants$8,596,461
VIII-1g Noncash contributions (included above)$9,870
VIII-1h Total contributions, gifts and grants$8,596,461
VIII-3 Investment incomeExcluded from tax $587,454$587,454
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax $594,613$594,613
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $60,934 · Excluded from tax $1,607,941$1,668,875
VIII-12 Total revenueRelated to mission $60,934 · Excluded from tax $2,790,008$11,447,403
Part IX · Statement of functional expenses $9,477,509 across 30 lines filed
IX-1 Grants to domestic organizationsPrograms $5,987,232$5,987,232
IX-2 Grants to domestic individualsPrograms $1,408,545$1,408,545
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $139,325 · Management $234,911 · Fundraising $19,982$394,218
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $222,471 · Management $420,555 · Fundraising $108,222$751,248
IX-8 Pension plan contributionsPrograms $11,603 · Management $26,799 · Fundraising $10,820$49,222
IX-9 Other employee benefitsPrograms $15,271 · Management $34,010 · Fundraising $8,107$57,388
IX-10 Payroll taxesPrograms $24,736 · Management $46,767 · Fundraising $9,786$81,289
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $49,212$49,212
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management feesManagement $36,631$36,631
IX-11g Other fees for servicesPrograms $22,897 · Management $7,597 · Fundraising $20,945$51,439
IX-12 Advertising and promotionPrograms $5,590 · Management $1,858 · Fundraising $1,515$8,963
IX-13 Office expensesPrograms $17,439 · Management $43,175 · Fundraising $35,477$96,091
IX-14 Information technologyPrograms $171,207 · Management $64,635 · Fundraising $6,525$242,367
IX-15 Royalties$0
IX-16 OccupancyPrograms $31,210 · Management $78,204 · Fundraising $13,939$123,353
IX-17 TravelManagement $2,373$2,373
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsManagement $633 · Fundraising $649$1,282
IX-20 InterestPrograms $386 · Management $2,722 · Fundraising $172$3,280
IX-21 Payments to affiliatesManagement $9,180$9,180
IX-22 Depreciation, depletion and amortizationPrograms $9,645 · Management $24,171 · Fundraising $4,308$38,124
IX-23 InsurancePrograms $13,823 · Management $34,643 · Fundraising $6,175$54,641
IX-24 Other expenses (24a–d)Programs $16,322 · Management $14,060 · Fundraising $1,049$31,431
IX-25 Total functional expensesPrograms $8,097,702 · Management $1,132,136 · Fundraising $247,671$9,477,509
Part X · Balance sheet $35,534,740 assets, 24 lines filed
Asset lines not itemized here account for $622,632; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $230$230
X-2 Savings and temporary cash investmentsStart of year $17,093,481$12,254,441
X-3 Pledges and grants receivableStart of year $816,824$765,115
X-4 Accounts receivableStart of year $36,844$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $88,381$89,796
X-10c Land, buildings and equipment, netStart of year $100,106$61,982
X-11 Publicly traded securitiesStart of year $12,494,543$21,703,478
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $37,066$37,066
X-16 Total assetsStart of year $31,290,432$35,534,740
X-17 Accounts payable and accrued expensesStart of year $272,072$881,045
X-18 Grants payableStart of year $2,613,704$2,948,591
X-19 Deferred revenueStart of year $2,688,064$1,055,674
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $29,125$15,073
X-26 Total liabilitiesStart of year $5,607,923$4,904,410
X-27 Net assets without donor restrictionsStart of year $24,967,913$29,915,734
X-28 Net assets with donor restrictionsStart of year $714,596$714,596
X-32 Total net assets or fund balancesStart of year $25,682,509$30,630,330
X-33 Total liabilities and net assetsStart of year $31,290,432$35,534,740
Part XI · Reconciliation of net assets $30,630,330 net assets at year end
XI-1 Total revenue$11,447,403
XI-2 Total expenses$9,477,509
XI-3 Revenue less expenses$1,969,894
XI-4 Net assets at start of year$25,682,509
XI-5 Net unrealized gains (losses) on investments$2,978,925
XI-9 Other changes in net assets−$998
XI-10 Net assets at end of year$30,630,330

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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