Civic Intelligence

Sonia Plotnick Health Fund Inc.

990EZ • Fiscal year 2016 • EIN 04-3701604

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization ProfileWWW.SPHF.ORG
9915 59th Ave NSt Petersburg, FL 33708

(727) 804-9480

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

7th percentile

-58%

Higher net margin than 7% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

45th percentile

-0.1%

Faster asset growth than 45% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-87%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$43,059

Down $43 (-0.1%) from 2015

Net Assets

$43,059

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin7th percentile

Revenue

Down

$5,253

Down $36,426 (-87%) from 2015

Expenses

Down

$8,301

Down $8,197 (-50%) from 2015

Net Income

Down

-$3,048

Down $28,229 (-112%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2010: $15,931Liabilities 2010: $02010Assets 2011: $15,347Liabilities 2011: $02011Assets 2012: $12,853Liabilities 2012: $02012Assets 2013: $14,212Liabilities 2013: $02013Assets 2014: $17,921Liabilities 2014: $02014Assets 2015: $43,102Liabilities 2015: $02015Assets 2016: $43,059Liabilities 2016: $0Net Assets 2016: $43,0592016Assets 2017: $59,010Liabilities 2017: $0Net Assets 2017: $59,0102017Assets 2018: $75,017Liabilities 2018: $0Net Assets 2018: $75,0172018Assets 2019: $73,652Liabilities 2019: $0Net Assets 2019: $73,6522019Assets 2024: $146,952Liabilities 2024: $907Net Assets 2024: $146,0452024Assets 2025: $161,126Liabilities 2025: $12,469Net Assets 2025: $148,6572025

Highlighted filing

2016

Assets$43,059
Liabilities$0
Net Assets$43,059
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2010: $25,451Expenses 2010: $22,330Net Income 2010: $3,1212010Revenue 2011: $24,489Expenses 2011: $25,073Net Income 2011: -$5842011Revenue 2012: $18,662Expenses 2012: $21,156Net Income 2012: -$2,4942012Revenue 2013: $20,070Expenses 2013: $18,711Net Income 2013: $1,3592013Revenue 2014: $23,778Expenses 2014: $20,069Net Income 2014: $3,7092014Revenue 2015: $41,679Expenses 2015: $16,498Net Income 2015: $25,1812015Revenue 2016: $5,253Expenses 2016: $8,301Net Income 2016: -$3,0482016Revenue 2017: $33,228Expenses 2017: $17,277Net Income 2017: $15,9512017Revenue 2018: $36,321Expenses 2018: $20,314Net Income 2018: $16,0072018Revenue 2019: $29,516Expenses 2019: $30,881Net Income 2019: -$1,3652019Revenue 2024: $78,542Expenses 2024: $28,382Net Income 2024: $50,1602024Revenue 2025: $49,045Expenses 2025: $46,433Net Income 2025: $2,6122025

Highlighted filing

2016

Revenue$5,253
Expenses$8,301
Net Income-$3,048
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Gross Receipts
$5,253
Mission and Program Overview

Mission

Provide financial assistance to women for healthcare costs and to lesbians for education in a healthcare field, and provide health-related education for women.

Provide medical care expenses

Program Services

DescriptionGrantsExpenses
GRANTS AND SCHOLARSHIPS$5,000$5,000
PAID MEDICAL EXPENSES FOR 21 INDIVIDUALS RANGING FROM 65 TO 1480--
FUND RAISERS TO PROMOTE WOMENS HEALTH AND EDUCATION--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA C BRENNANChairPT$0--
LAUREN PENNYTresPT$0--
PHYLLIS PLOTNICKFund AdministratorPT$0--
MARIA A THURSTONSecretaryPT$0--
DIANA DELLDirectorPT$0--
CAILEY KLASSONDirectorPT$0--
CAROL VITELLIDirectorPT$0--
DOROTHY NOLLERDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Sonia Plotnick Health Fund Inc
EIN
04-3701604
Phone
7278049480
Address
9915 59TH AVE N, ST PETERSBURG, FL 33708

Signing Officer

Name
Lauren Penny
Title
Tres
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
William B Shaw Jr
Address
18395 GULF BLVD 203, INDIAN SHORES, FL 33785
Preparer
William B Shaw Jr
Phone
7275969904
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“Dance and silent auction items 5,250”

Form 990-EZ, Part I, Line 16, Other Expenses

“TELEPHONE 109”

Form 990-EZ, Part I, Line 16, Other Expenses

“WEBSITE AND INTERNET 57”

Form 990-EZ, Part I, Line 16, Other Expenses

“FUNDRAISERS 890”

Form 990-EZ, Part I, Line 16, Other Expenses

“STORAGE 338”

Raw XML Appendix179 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum07273991733
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST PETERSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033708
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046107
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043059
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-3048
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0800
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossReceiptsAmt05253
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046107
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043059
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043059
IRS990EZ/OccupancyRentUtltsAndMaintAmt0500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARTHA C BRENNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAUREN PENNY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PHYLLIS PLOTNICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIA A THURSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DIANA DELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAILEY KLASSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CAROL VITELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DOROTHY NOLLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FUND ADMINISTRATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01394
IRS990EZ/OtherRevenueTotalAmt05250
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE MEDICAL CARE EXPENSES
IRS990EZ/PrintingPublicationsPostageAmt0607
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PAID MEDICAL EXPENSES FOR 21 INDIVIDUALS RANGING FROM 65 TO 1480
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUND RAISERS TO PROMOTE WOMENS HEALTH AND EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GRANTS AND SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt08301
IRS990EZ/TotalProgramServiceExpensesAmt05000
IRS990EZ/TotalRevenueAmt05253
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SPHF.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03423
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05985
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02466
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt046137
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014036
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt020355
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt016196
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt064672
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0110809
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt048299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt023778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020070
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt018662
IRS990ScheduleA/Total509Grp/TotalAmt0110809
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt048299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt023778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020070
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt018662
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0110809
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DANCE AND SILENT AUCTION ITEMS 5,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TELEPHONE 109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WEBSITE AND INTERNET 57
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FUNDRAISERS 890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STORAGE 338
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN PENNY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRES
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SONIA PLOTNICK HEALTH FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0SONI
ReturnHeader/Filer/EIN0043701604
ReturnHeader/Filer/PhoneNum07278049480
ReturnHeader/Filer/USAddress/AddressLine1Txt09915 59TH AVE N
ReturnHeader/Filer/USAddress/CityNm0ST PETERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033708
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04D35E81074307E6A6F040AB51242973E77CFB4FC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04D35E81074307E6A6F040AB51242973E77CFB4FC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.190.77.208
ReturnHeader/FilingSecurityInformation/IPDt02017-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm018:50:14
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM B SHAW JR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018395 GULF BLVD 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIAN SHORES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033785
ReturnHeader/PreparerPersonGrp/PhoneNum07275969904
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM B SHAW JR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-15T03:26:20-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,059
Liabilities
$0
Net assets
$43,059
Revenue
$5,253
Expenses
$8,301
Net income
-$3,048
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.61$0.12$1.49$0.49$0.46$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.01$1.46$0.79$0.28$0.50
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.30$0.31$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.36$0.20$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.33$0.17$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.05$0.08$0.03
2015Summary only. Only limited summary data is available for this year.$0.43$0.00$0.42$0.16$0.25
2014Summary only. Only limited summary data is available for this year.$0.18$0.00$0.24$0.20$0.04
2013Summary only. Only limited summary data is available for this year.$0.14$0.00$0.20$0.19$0.01
2012Summary only. Only limited summary data is available for this year.$0.13$0.00$0.19$0.21$0.02
2011Summary only. Only limited summary data is available for this year.$0.15$0.00$0.24$0.25$0.01
2010Summary only. Only limited summary data is available for this year.$0.16$0.00$0.25$0.22$0.03