Epilepsy Services Foundation INC FY2020 filing

Tax-deductible

Tampa, FL501(c)(3)Since 1973Diseases & DisordersEIN 59-1680892Revenue $81K in FY2020

On file with the IRSepilepsysf.org4628 N Armenia Ave, 33603-2706 · Tampa, FLTax-exempt since Feb 1977Publicly supported charity — 170(b)(1)(A)(vi)

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The organization is committed to creating a better future and environment for persons affected by epilepsy living in West Central Florida.

501(c)(3) charity; gifts are tax-deductible.
41¢ of each $1 spent went to programs.
$53K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $30K a year · 30% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
41%
of spending
Concern: 41% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$53K
to officers and key staff · 50% of spending
Concern: pay to officers and key staff is 50% of spending; over 30%.
Pt VII · Sec A
Cash reserves
13 mo
of spending, in cash
Looks good: 12.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $53K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$12K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$81K
Spent
$106K
To programs
41%
Net assets
$1.0M
By yearFY2020–FY2024
Revenue
$81K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$81K
FY2021$84K
FY2022$124K
FY2023$91K
FY2024$123K
FY2024$120K
Expenses
$106K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$106K
FY2021$90K
FY2022$125K
FY2023$164K
FY2024$169K
FY2024$160K
Net assets
$1.0M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.0M
FY2021$1.1M
FY2022$1.0M
FY2023$1.0M
FY2024$1.1M
FY2024$1.1M

From the FY2020 Form 990 (year ending September 2020) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1977.

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

Where the money goes

41 cents of each dollar spent went to programs.

Program services 41% · $44K Management & general 55% · $58K Fundraising 4% · $4K

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

14 people listed on the 990; $53K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$48,000Pt VII · Sec A
Assitant
$5,000Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A

Kathie Michael’s $60K as Executive Director is at the 44th percentile of top reported officer pay among 901 $100K–1M diseases & disorders 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 · 2 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Kathie Michael$60,252$58,433$53,271$49,044$48,000$48,000
Thomas Orth—————$5,000

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 Epilepsy Services 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

Helps people with epilepsy in West Central Florida live better lives.

Provided by the organization

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3 programs · $44K · in their own filed words · FY2019
01

The organization provides information and referral services, education and awareness programs in schools and for school nurses, mentoring programs, hospital visitation programs for families of children newly diagnosed with eiplepsy and a program to help CHILDREN/YOUTH with epilepsy and their families partner with their primary care…

$36Kprogram expense
02

Provides assistance to attend special summer camp for persons with epilepsy.

$4Kprogram expense
03

Awarded college scholarships of $500 each for a total of $3,500 to persons affected by epilepsy.

$4Kprogram 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 3 funders$53K
See all 3 funders →
Grants paid · 14 grants · $63K · 2019–2024
Unitemized GrantFY2024$10,500
Unitemized GrantFY2024$2,000
Unitemized GrantFY2023$9,750
Unitemized GrantFY2023$4,500
Unitemized GrantFY2023$725
Unitemized GrantFY2022$7,500
Unitemized GrantFY2022$2,250
Unitemized GrantFY2022$1,300
Unitemized GrantFY2021$6,450
Unitemized GrantFY2021$4,000
Unitemized GrantFY2020$4,000
Unitemized GrantFY2020$2,500
Unitemized GrantFY2019$3,750
Unitemized GrantFY2019$3,500

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$81K
Ln 12
Other incomeLn 4–11$37K
Gifts and grantsLn 1h$35K
Investment incomeLn 3$9K
Money outPt IX
$106K
Ln 25
Programscol B$44K
Managementcol C$58K
Fundraisingcol D$4K
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$112K
Total assetsLn 16$1.0M
LiabilitiesLn 26$12K
PeoplePt VI, VII
14
listed · VII A
PaidVII A2
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$35K
Investment incomeLn 3$9K
Other incomeLn 4–11$37K
Total revenueLn 12$81K
Assets in detailPt X, end of year
CashLn 1$16K
SavingsLn 2$96K
Cash and savings togetherLn 1–2$112K
InvestmentsLn 11–13$523K
Land, buildings, equipmentLn 10c$401K
Total assetsLn 16$1.0M
LiabilitiesLn 26$12K
Net assetsLn 32$1.0M
OperationsPt I, VI
EmployeesI 54
VolunteersI 648
Fiscal year endsHeaderSeptember
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 FY20End FY20
Cash and savingsLn 1–2$117K$112K
InvestmentsLn 11–13$497K$523K
Land, buildings, equipmentLn 10c$418K$401K
Total assetsLn 16$1.0M$1.0M
LiabilitiesLn 26$8K$12K
Net assetsLn 32$1.0M$1.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$8K$8K
Pay of current officers, directors and key staffLn 5$53K$19K$33K$1K
Other salaries and wagesLn 7$5K$0$5K$0
Payroll taxesLn 10$4K$4K$490$212
Investment management feesLn 11f$4K$0$4K$0
Office expensesLn 13$408$7$81$320
OccupancyLn 16$4K$3K$304$194
TravelLn 17$537$473$38$26
Depreciation, depletion and amortizationLn 22$17K$3K$14K$251
InsuranceLn 23$2K$2K$171$122
Other expenses (24a–d)Ln 24$7K$4K$1K$2K
All other expensesLn 24e$562$231$18$313
Total functional expensesLn 25$106K$44K$58K$4K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $123K$169K−$46K$1.1M 990 PDF
FY2023 $91K$164K−$73K$1.0M 990 PDF
FY2022 $124K$125K−$379$1.0M 990 PDF
FY2021 $84K$90K−$6K$1.1M 990 PDF
FY2020 Viewing $81K$106K−$25K$1.0M 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 FY2020 990 (6 parts)
Part I · Summary $81,240 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $99,025$35,466
I-9 Program service revenue$0
I-10 Investment incomePrior year $9,498$8,531
I-11 Other revenuePrior year $7,341$37,243
I-12 Total revenuePrior year $115,864$81,240
I-13 Grants and similar amounts paidPrior year $18,143$8,433
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $61,003$62,110
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $58,625$35,316
I-18 Total expensesPrior year $137,771$105,859
I-19 Revenue less expensesPrior year −$21,907−$24,619
Part VI · Governance 14 of 14 board members independent, no flags
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
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 $81,240 across 6 lines filed
VIII-1f All other contributions, gifts and grants$35,466
VIII-1h Total contributions, gifts and grants$35,466
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $8,531$8,531
VIII-6 Net rental income or lossExcluded from tax $6,562$6,562
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $30,681$30,681
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $45,774$81,240
Part IX · Statement of functional expenses $105,859 across 12 lines filed
IX-2 Grants to domestic individualsPrograms $8,433$8,433
IX-5 Pay of current officers, directors and key staffPrograms $18,977 · Management $32,945 · Fundraising $1,078$53,000
IX-7 Other salaries and wagesPrograms $0 · Management $4,680 · Fundraising $0$4,680
IX-10 Payroll taxesPrograms $3,728 · Management $490 · Fundraising $212$4,430
IX-11f Investment management feesPrograms $0 · Management $3,969 · Fundraising $0$3,969
IX-13 Office expensesPrograms $7 · Management $81 · Fundraising $320$408
IX-16 OccupancyPrograms $3,414 · Management $304 · Fundraising $194$3,912
IX-17 TravelPrograms $473 · Management $38 · Fundraising $26$537
IX-22 Depreciation, depletion and amortizationPrograms $2,665 · Management $13,980 · Fundraising $251$16,896
IX-23 InsurancePrograms $2,144 · Management $171 · Fundraising $122$2,437
IX-24 Other expenses (24a–d)Programs $3,697 · Management $1,266 · Fundraising $1,632$6,595
IX-24e All other expensesPrograms $231 · Management $18 · Fundraising $313$562
IX-25 Total functional expensesPrograms $43,769 · Management $57,942 · Fundraising $4,148$105,859
Part X · Balance sheet $1,037,679 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $1,941$15,799
X-2 Savings and temporary cash investmentsStart of year $115,291$95,828
X-9 Prepaid expenses and deferred chargesStart of year $6,334$1,342
X-10c Land, buildings and equipment, netStart of year $417,873$401,046
X-12 Other securitiesStart of year $496,958$522,804
X-14 Intangible assetsStart of year $929$860
X-16 Total assetsStart of year $1,039,326$1,037,679
X-19 Deferred revenueStart of year $6,197$1,615
X-24 Unsecured notes and loans payable$10,100
X-26 Total liabilitiesStart of year $8,147$11,715
X-27 Net assets without donor restrictionsStart of year $1,031,179$1,025,964
X-32 Total net assets or fund balancesStart of year $1,031,179$1,025,964
X-33 Total liabilities and net assetsStart of year $1,039,326$1,037,679
Part XI · Reconciliation of net assets $1,025,964 net assets at year end
XI-1 Total revenue$81,240
XI-2 Total expenses$105,859
XI-3 Revenue less expenses−$24,619
XI-4 Net assets at start of year$1,031,179
XI-5 Net unrealized gains (losses) on investments$19,404
XI-10 Net assets at end of year$1,025,964

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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