Civic Intelligence

Sonia Plotnick Health Fund Inc.

990EZ • Fiscal year 2018 • EIN 04-3701604

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 26, 2019

Organization ProfileWWW.SPHF.ORG
6020 Shore Blvd South Apt 705Gulfport, FL 33707

(516) 314-3891

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

76th percentile

27%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

62nd percentile

9.3%

Faster revenue growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$75,017

Up $16,007 (+27%) from 2017

Net Assets

Up

$75,017

Up $16,007 (+27%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin90th percentile

Revenue

Up

$36,321

Up $3,093 (+9.3%) from 2017

Expenses

Up

$20,314

Up $3,037 (+18%) from 2017

Net Income

Up

$16,007

Up $56 (+0.4%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2018

Assets$75,017
Liabilities$0
Net Assets$75,017
Open 2018 Filing

Operations Trend

Revenue Growth62nd 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

2018

Revenue$36,321
Expenses$20,314
Net Income$16,007
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 26, 2019
Return Version
2018v3.0
Gross Receipts
$42,340
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
THE ORGANIZATION PAID MEDICAL EXPENSES FOR 33 INDIVIDUALS DURING THE YEAR-$17,528
THE ORGANIZATIONSPONSOR FUND RAISING EVENTS TO PROMOTE WOMENS HEALTH AND EDUCATION--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL VITELLIChairpersonPT$0--
REBECCA TURNERFund AdministratorPT$0--
MANDY BOTTKEDirectorPT$0--
EILEEN SMITHTreasurerPT$0--
CHRISTA FAIRBROTHERSecretaryPT$0--
LISA WELCHDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dance$24,478$24,478$5,519$18,959
Total Events$24,478$24,478$6,019$18,459
Filing and Contact Details

Filer

Filer Name
Sonia Plotnick Health Fund Inc
EIN
04-3701604
Phone
5163143891
Address
6020 SHORE BLVD SOUTH APT 705, GULFPORT, FL 33707

Signing Officer

Name
Carol Vitelli
Title
Chairperson
Signed
2019-02-26
Discuss with paid preparer
Yes

Preparer

Firm
Suncoast Financial Services LLC
Address
25400 US HIGHWAY 19N, CLEARWATER, FL 33763
Preparer
Gerard E Trask
Phone
7275350450
Supplemental Narrative

Additional Explanations

Part 1 Line 8

“Interest income earned from the organization's bank account”

Part 1 Line 10

“This amount was the amount paid for medical expenses for those who otherwise might not have been able to pay for the medical treatment they received”

Part 1 Line 16

“This amount includes general operating expenses such as: office supplies, insurance, bank service fees, computer and internet, and other miscellaneous expenses”

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CAROL VITELLI
IRS990EZ/BooksInCareOfDetail/PhoneNum05163143891
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06020 SHORE BLVD S APT 705
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GULFPORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033707
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059010
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075017
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017859
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016007
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0680
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059010
IRS990EZ/Form990TotalAssetsGrp/EOYAmt075017
IRS990EZ/FundraisingGrossIncomeAmt024478
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017528
IRS990EZ/GrossReceiptsAmt042340
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059010
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075017
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059010
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt075017
IRS990EZ/OccupancyRentUtltsAndMaintAmt0528
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL VITELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REBECCA TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MANDY BOTTKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EILEEN SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTA FAIRBROTHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LISA WELCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FUND ADMINISTRATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01385
IRS990EZ/OtherRevenueTotalAmt03
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE MEDICAL CARE EXPENSES
IRS990EZ/PrintingPublicationsPostageAmt0193
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PAID MEDICAL EXPENSES FOR 33 INDIVIDUALS DURING THE YEAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATIONSPONSOR FUND RAISING EVENTS TO PROMOTE WOMENS HEALTH AND EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017528
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06019
IRS990EZ/SpecialEventsNetIncomeLossAmt018459
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020314
IRS990EZ/TotalProgramServiceExpensesAmt017528
IRS990EZ/TotalRevenueAmt036321
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SPHF.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017859
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05029
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03423
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt060574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024478
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031785
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014036
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020355
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt090654
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0151228
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042337
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt036814
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt048299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt023778
IRS990ScheduleA/Total509Grp/TotalAmt0151228
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt042337
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt036814
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt048299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt023778
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0151228
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06019
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DANCE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024478
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024478
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024478
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024478
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018459
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05519
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05519
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0500
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTEREST INCOME EARNED FROM THE ORGANIZATION'S BANK ACCOUNT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS AMOUNT WAS THE AMOUNT PAID FOR MEDICAL EXPENSES FOR THOSE WHO OTHERWISE MIGHT NOT HAVE BEEN ABLE TO PAY FOR THE MEDICAL TREATMENT THEY RECEIVED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS AMOUNT INCLUDES GENERAL OPERATING EXPENSES SUCH AS: OFFICE SUPPLIES, INSURANCE, BANK SERVICE FEES, COMPUTER AND INTERNET, AND OTHER MISCELLANEOUS EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1 LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL VITELLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SONIA PLOTNICK HEALTH FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0SONI
ReturnHeader/Filer/EIN0043701604
ReturnHeader/Filer/PhoneNum05163143891
ReturnHeader/Filer/USAddress/AddressLine1Txt06020 SHORE BLVD SOUTH APT 705
ReturnHeader/Filer/USAddress/CityNm0GULFPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033707
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07855596B5ECDD805B3665FB2BC69F3EC9740DFCB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05ECDBA89A53D89358387BB09CB7A621C743864A7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.191.187.205
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463442033
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SUNCOAST FINANCIAL SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025400 US HIGHWAY 19N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEARWATER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033763
ReturnHeader/PreparerPersonGrp/PhoneNum07275350450
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERARD E TRASK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-04-06T07:19:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,017
Liabilities
$0
Net assets
$75,017
Revenue
$36,321
Expenses
$20,314
Net income
$16,007
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