Civic Intelligence

Sonia Plotnick Health Fund Inc.

990EZ • Fiscal year 2019 • EIN 04-3701604

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 02, 2020

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

31st percentile

-4.6%

Higher net margin than 31% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

41st percentile

-1.8%

Faster asset growth than 41% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$73,652

Down $1,365 (-1.8%) from 2018

Net Assets

Down

$73,652

Down $1,365 (-1.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin31st percentile

Revenue

Down

$29,516

Down $6,805 (-19%) from 2018

Expenses

Up

$30,881

Up $10,567 (+52%) from 2018

Net Income

Down

-$1,365

Down $17,372 (-109%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2019

Assets$73,652
Liabilities$0
Net Assets$73,652
Open 2019 Filing

Operations Trend

Revenue Growth25th 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

2019

Revenue$29,516
Expenses$30,881
Net Income-$1,365
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 2, 2020
Return Version
2019v5.0
Gross Receipts
$33,354
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 PROVIDED FINANCIAL ASSISTANCE TO COVER HEALTH CARE EXPENSES FOR 40 INDIVIDUALS IN 2019-$25,268
THE ORGANIZATION SPONSORS FUND RAISING EVENTS TO PROMOTE WOMENS HEALTH AND EDUCATION--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL VITELLIChairpersonPT$0--
REBECCA TURNERVice ChairpersonPT$0--
EILEEN SMITHSecretary/TreasurerPT$0--
MANDY BOTTKEFund AdministratorPT$0--
LISA WELCHDirectorPT$0--
JEN BROWNDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dance$23,319$23,319$2,011$21,308
Total Events$23,319$23,319$3,838$19,481
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
2020-07-02
Discuss with paid preparer
Yes

Preparer

Firm
Suncoast Financial Services LLC
Address
557 S DUNCAN AVENUE, 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 balance”

Part 1 Line 10

“This is the amount paid for medical expenses for those who otherwise might not have been able to pay the medical treatment they needed and 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 Appendix167 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/PhoneNum05163143891
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GULFPORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075017
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL VITELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REBECCA TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EILEEN SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MANDY BOTTKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA WELCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEN BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FUND ADMINISTRATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04712
IRS990EZ/OtherRevenueTotalAmt04
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE MEDICAL CARE EXPENSES
IRS990EZ/PrintingPublicationsPostageAmt0246
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDED FINANCIAL ASSISTANCE TO COVER HEALTH CARE EXPENSES FOR 40 INDIVIDUALS IN 2019
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION SPONSORS FUND RAISING EVENTS TO PROMOTE WOMENS HEALTH AND EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025268
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03838
IRS990EZ/SpecialEventsNetIncomeLossAmt019481
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030881
IRS990EZ/TotalProgramServiceExpensesAmt025268
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SPHF.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01936
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017859
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt059087
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt024478
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt014036
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0134636
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042337
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036814
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt048299
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07186
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt048299
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0134636
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
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023319
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0928
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0928
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTEREST INCOME EARNED FROM THE ORGANIZATION'S BANK ACCOUNT BALANCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS IS THE AMOUNT PAID FOR MEDICAL EXPENSES FOR THOSE WHO OTHERWISE MIGHT NOT HAVE BEEN ABLE TO PAY THE MEDICAL TREATMENT THEY NEEDED AND 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/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL VITELLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-02
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
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.96.77.115
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463442033
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SUNCOAST FINANCIAL SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0557 S DUNCAN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEARWATER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033763
ReturnHeader/PreparerPersonGrp/PhoneNum07275350450
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERARD E TRASK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-12-02T09:57:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,652
Liabilities
$0
Net assets
$73,652
Revenue
$29,516
Expenses
$30,881
Net income
-$1,365
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