Civic Intelligence

Westchase Charitable Foundation

990EZ • Fiscal year 2021 • EIN 20-2113543

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 04, 2022

13933 Lynmar BlvdTampa, FL 33626

(813) 855-0343

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

5th percentile

-185%

Higher net margin than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

14th percentile

-28%

Faster asset growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-89%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$66,185

Down $26,201 (-28%) from 2020

Net Assets

$66,185

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$14,160

Down $112,950 (-89%) from 2020

Expenses

Down

$40,361

Down $27,607 (-41%) from 2020

Net Income

Down

-$26,201

Down $85,343 (-144%) from 2020

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $16,271Liabilities 2011: $02011Assets 2012: $21,465Liabilities 2012: $02012Assets 2013: $35,061Liabilities 2013: $02013Assets 2014: $41,223Liabilities 2014: $02014Assets 2015: $10,771Liabilities 2015: $02015Assets 2016: $37,733Liabilities 2016: $02016Assets 2017: $57,494Liabilities 2017: $02017Assets 2018: $9,808Liabilities 2018: $02018Assets 2019: $33,244Liabilities 2019: $02019Assets 2020: $92,386Liabilities 2020: $02020Assets 2021: $66,185Net Assets 2021: $66,1852021Assets 2022: $72,807Liabilities 2022: $02022

Highlighted filing

2021

Assets$66,185
Liabilities-
Net Assets$66,185

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $46,200Expenses 2011: $38,390Net Income 2011: $7,8102011Revenue 2012: $51,671Expenses 2012: $46,478Net Income 2012: $5,1932012Revenue 2013: $71,430Expenses 2013: $57,834Net Income 2013: $13,5962013Revenue 2014: $72,068Expenses 2014: $65,905Net Income 2014: $6,1632014Revenue 2015: $13,451Expenses 2015: $43,903Net Income 2015: -$30,4522015Revenue 2016: $87,897Expenses 2016: $60,935Net Income 2016: $26,9622016Revenue 2017: $73,213Expenses 2017: $53,452Net Income 2017: $19,7612017Revenue 2018: $80,705Expenses 2018: $128,392Net Income 2018: -$47,6872018Revenue 2019: $97,775Expenses 2019: $74,339Net Income 2019: $23,4362019Revenue 2020: $127,110Expenses 2020: $67,968Net Income 2020: $59,1422020Revenue 2021: $14,160Expenses 2021: $40,361Net Income 2021: -$26,2012021Revenue 2022: $61,354Expenses 2022: $54,732Net Income 2022: $6,6222022

Highlighted filing

2021

Revenue$14,160
Expenses$40,361
Net Income-$26,201
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 4, 2022
Return Version
2021v4.1
Gross Receipts
$14,947
Mission and Program Overview

Mission

Assist families affected by tragedy.

Program Services

DescriptionGrantsExpenses
Athena Cruz $3000: Ty Rothcild $2500, Blake Rothchild $2500, Sheilia Cambell $5000, Amanda Castaneda $1000, Erin Moynlhan $3000, Lyn Watson $1000, and Evelyn Toledo $2000.$20,000$20,000
Nichole Marchesano-assisted family affected by tragedy$5,000$5,000
Amanda Woolard-assisted family affected by tragedy$5,000$5,000
Andrew Armstrong- assisted family affected by tragedy$5,000$5,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sean O'DonnellPresidentPT$0--
Trey CorishVice PresidentPT$0--
Ahmed BhuttaTreasurerPT$0--
Kristian GundersenOfficerPT$0--
Todd MarksOfficerPT$0--
Tom CushingOfficerPT$0--
Melea GuilbaultOfficerPT$0--
Yngrid GarciaOfficerPT$0--
Saral HeikklnenOfficerPT$0--
Nancy WoodOfficerPT$0--
Shannon HofmeisterOfficerPT$0--
Filing and Contact Details

Filer

Filer Name
Westchase Charitable Foundation
EIN
20-2113543
Phone
8138550343
Address
13933 Lynmar Blvd, Tampa, FL 33626

Signing Officer

Name
Sean O'Donnell
Title
President
Phone
8138550343
Signed
2022-04-04

Preparer

Firm
Shalisa A Schiavello CPA
Address
2034 Illinois Avenue NE, Saint Petersburg, FL 33703
Preparer
Shalisa Schiavello
Phone
8135456339
Supplemental Narrative

Additional Explanations

Pt III, Line 31

Athena Cruz $3000: Ty Rothcild $2500, Blake Rothchild $2500, Sheilia Cambell $5000, Amanda Castaneda $1000, Erin Moynlhan $3000, Lyn Watson $1000, and Evelyn Toledo $2000.

Form 990EZ, Part I, Line 10

Assist families affected by tragedy.; Assist; Nichole Marchesano: , , , ; , 5000.

Form 990EZ, Part I, Line 10

Assist families affected by tragedy.; Assist; Amanda Woolard: , , , ; , 5000.

Form 990EZ, Part I, Line 10

Assist families affected by tragedy.; Assist; Andrew Armstrong: , , , ; , 5000.

Form 990EZ, Part I, Line 10

Assist families affected by tragedy.; Assist; Athena Cruz: , , , ; , 3000.

Form 990EZ, Part I, Line 10

Assist families affected by tragedy.; Assist; Ty Rothchild: , , , ; , 2500.

Form 990EZ, Part I, Line 10

Assist families affected by tragedy.; Assist; Blake Rothchild: , , , ; , 2500.

Form 990EZ, Part I, Line 10

Assist families affected by tragedy.; Assist; Shella Cambell: , , , ; , 5000.

Form 990EZ, Part I, Line 10

Assist families affected by tragedy.; Assist; Amanda Castaneda: , , , ; , 1000.

Form 990EZ, Part I, Line 10

Assist families affected by tragedy.; Assist; Erin Moynlhan: , , , ; , 3000.

Form 990EZ, Part I, Line 10

Assist families affected by tragedy.; Assist; Lyn Watson: , , , ; , 1000.

Form 990EZ, Part I, Line 10

Assist families affected by tragedy.; Assist; Evelyn Toledo: , , , ; , 2000.

Form 990EZ, Part I, Line 16

Insurance 1788.

Form 990EZ, Part I, Line 16

Bank Fees 8.

Form 990EZ, Part I, Line 16

License 186.

Raw XML Appendix235 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sean O'Donnell
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Officer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Officer
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01982
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0Assist families affected by tragedy.
IRS990EZ/PrintingPublicationsPostageAmt0175
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Nichole Marchesano-assisted family affected by tragedy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Amanda Woolard-assisted family affected by tragedy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Andrew Armstrong- assisted family affected by tragedy
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25000
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/WebsiteAddressTxt0www.westchasefoundation.org
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0164634
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Athena Cruz $3000: Ty Rothcild $2500, Blake Rothchild $2500, Sheilia Cambell $5000, Amanda Castaneda $1000, Erin Moynlhan $3000, Lyn Watson $1000, and Evelyn Toledo $2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Assist families affected by tragedy.; Assist; Nichole Marchesano: , , , ; , 5000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Assist families affected by tragedy.; Assist; Amanda Woolard: , , , ; , 5000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Assist families affected by tragedy.; Assist; Andrew Armstrong: , , , ; , 5000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Assist families affected by tragedy.; Assist; Athena Cruz: , , , ; , 3000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Assist families affected by tragedy.; Assist; Ty Rothchild: , , , ; , 2500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Assist families affected by tragedy.; Assist; Blake Rothchild: , , , ; , 2500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Assist families affected by tragedy.; Assist; Shella Cambell: , , , ; , 5000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Assist families affected by tragedy.; Assist; Amanda Castaneda: , , , ; , 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Assist families affected by tragedy.; Assist; Erin Moynlhan: , , , ; , 3000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Assist families affected by tragedy.; Assist; Lyn Watson: , , , ; , 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Assist families affected by tragedy.; Assist; Evelyn Toledo: , , , ; , 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Insurance 1788.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Bank Fees 8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14License 186.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Sean O'Donnell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08138550343
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Westchase Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0202113543
ReturnHeader/Filer/PhoneNum08138550343
ReturnHeader/Filer/USAddress/AddressLine1Txt013933 Lynmar Blvd
ReturnHeader/Filer/USAddress/CityNm0Tampa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033626
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872066391
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Shalisa A Schiavello CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02034 Illinois Avenue NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saint Petersburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033703
ReturnHeader/PreparerPersonGrp/PhoneNum08135456339
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shalisa Schiavello
ReturnHeader/ReturnTs02022-05-03T07:14:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sean
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ODonnell
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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