Epilepsy Services Foundation INC EIN 59-1680892 Form 990 (PDF) Claim this org

Epilepsy Services Foundation INC FY2021 filing

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Helps people with epilepsy in West Central Florida live better lives. For fiscal year 2021 it reported $84K in revenue, $90K in expenses, and $1.1M in net assets.Pt I

Type
Public charity (501(c)(3)) · Diseases & Disorders
Location
Tampa, FL
Website
epilepsysf.org
Filings
5 on file (2020–2021)
Revenue
$84KFY2021
Expenses
$90K
Net assets
$1.1M
People
15
Filings
5
Updates
0
More identity details & actions ⌄
EIN  59-1680892 Public charity (501(c)(3)) Tampa, FL
Form 990 (PDF)
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →
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Size
$100K–1M
What they do
Helps people with epilepsy in West Central Florida live better lives.
Leadership
Kathie Michael · Executive Director · $48K
Money in and out
$84K revenue, $90K expenses
Bottom line
52% program efficiency
Where the money goes · FY2021
Total revenue
$84K
Pt VIII · Ln 12
Total expenses
$90K
Pt IX · Ln 25
Net assets
$1.1M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$6K
Where spending went · Part IX cols B–D
Program services $0.52 Management & general $0.29 Fundraising $0.19
Program efficiency
52%
of spending reaches programs
Operating runway
102.8mo
months of highly liquid reserves at operating expense rate
Surplus margin
-7%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$84K
FY2021▲ +4%
Expenses
$90K
FY2021▼ -15%
Total assets
$1.1M
FY2021▲ +11%
Total liabilities
$3K
FY2021▼ -77%
Total revenue
$84K
Pt VIII · Ln 12
Total expenses
$90K
Pt IX · Ln 25
Net assets
$1.1M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$6K
Total assetsPt X · Ln 16$1.1M
Program-expense ratioPt IX · col B52%
Voting members of governing bodyPt I · Ln 314
Independent voting membersPt I · Ln 414

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CEpilepsy Services Foundation INC
EINHdr · item D59-1680892
Principal addressHdr · item CTampa, FL
WebsiteHdr · item Jepilepsysf.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MFL
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFDiseases & Disorders (G54Z)
Ruling yearIRS BMFFeb 1977

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a14
Independent voting membersPt VI · Ln 1b14
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$48,000Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A

Kathie Michael’s $58K as Executive Director is at the 42nd percentile of top reported officer pay among 900 $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 · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Kathie Michael$58,433$53,271$49,044$48,000
Kathie Michael$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.

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Mission & Programs · Part III

Where the work happens

3 program services account for $47K of program spending, described in the organization's own filed words · FY2020.
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 epilepsy and networking opportunities for families who have a child with epilepsy.

$40Kprogram expense
02

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

$4Kprogram expense
03

Awarded college scholarships to persons affected with epilepsy.

$2Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$48K · 57%
Other revenue$25K · 30%
Investment income$11K · 13%
Contributions & grants57%$48K
Other revenue30%$25K
Investment income13%$11K
— government grantsLn 1e$20K
Total revenueLn 12$84K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.52 Management & general $0.29 Fundraising $0.19
Program services52%$47K
Management & general29%$26K
Fundraising19%$17K
Total functional expensesLn 25$90K

Balance Sheet

Part X · end of year
CashLn 1$101K
Total assetsLn 16$1.1M
Total liabilitiesLn 26$3K
Total net assetsLn 32$1.1M
Months of cash on handcomputed13.4

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $758K · Operating expenses (Pt IX) $90K · Less non-cash grants $2K · Cash operating expenses/yr $89K
102.8 months
Where the money goes
Program services
Program services $47K · Total expenses $90K
52%
Management & General
Management & general $26K · Total expenses $90K
29%
Fundraising
Fundraising $17K · Total expenses $90K
19%
Cost to raise $1
Fundraising expense (2-yr avg) $11K · Solicited contributions (2-yr avg) $32K
$0.34 to raise $1 (2-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $48K · Total revenue $84K
57%
Government reliance
Government grants $20K · Total revenue $84K
24%
Earned-income share
Program service revenue $0 · Total revenue $84K
0%
Investment reliance
Investment income $11K · Total revenue $84K
+13%
Program self-sufficiency
Program service revenue $0 · Total expenses $90K
0%
Growth & trend
Revenue growth (YoY)
This year $84K · Prior year $81K
+4%
Net-asset trend (YoY)
End of year $1.1M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $84K · Expenses $90K
-7%
Liabilities-to-Assets
Total liabilities — · Total assets $1.1M
Net-asset ratio
Net assets $1.1M · Total assets $1.1M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) $658K · Total assets (Pt X, ln 16) $1.1M
57%
People & payroll
Highest Reported Total Compensation
Individual Kathie Michael · Reported title Executive Director · Highest reported compensation $48K · Total expenses $90K
53%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $57K · Total expenses $90K
63%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 52%
Overhead ratio 29%
Fundraising cost ratio 36%
Revenue growth 4%
Investment management fee ratio 0.4%
Accounting fee ratio 2%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 3 funders$53K
See all 3 funders →
Grants paid · 12 grants · $50K · 2019–2023
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

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$123K revenue · ⤓ 990 PDF
FY2023$91K revenue · ⤓ 990 PDF
FY2022$124K revenue · ⤓ 990 PDF
FY2021$84K revenue · viewing · ⤓ 990 PDF
FY2020$81K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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