Civic Intelligence

The Planet Smoothie Cfl Co Op Inc

EIN 20-2385889 • 501(c)6 • Altamonte Springs, FL

Profile

The organization is set up to be an advertising Co-op for the Central Florida franchisees of Planet Smoothie

815 Orienta AvenueAltamonte Springs, FL 32701
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

43rd percentile

-2.5%

Higher net margin than 43% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2014

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.

501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

84th percentile

26%

Faster asset growth than 84% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

49th percentile

-0.7%

Faster revenue growth than 49% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$25,096

Up $5,226 (+26%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Up

$25,096

Up $5,226 (+26%) from 2013

Operations
Liabilities / Revenue51st percentileNet Margin43rd percentile

Revenue

Down

$74,618

Down $544 (-0.7%) from 2013

Expenses

Up

$76,460

Up $8,395 (+12%) from 2013

Net Income

Down

-$1,842

Down $8,939 (-126%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2011: $6,648Liabilities 2011: $0Net Assets 2011: $6,6482011Assets 2013: $19,870Liabilities 2013: $0Net Assets 2013: $19,8702013Assets 2014: $25,096Liabilities 2014: $0Net Assets 2014: $25,0962014

Highlighted filing

2014

Assets$25,096
Liabilities$0
Net Assets$25,096
Open 2014 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KExpenses 2011: $62,3252011Revenue 2013: $75,162Expenses 2013: $68,065Net Income 2013: $7,0972013Revenue 2014: $74,618Expenses 2014: $76,460Net Income 2014: -$1,8422014

Highlighted filing

2014

Revenue$74,618
Expenses$76,460
Net Income-$1,842
Open 2014 Filing

Filings

Most recent year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,096
Liabilities
$0
Net assets
$25,096
Revenue
$74,618
Expenses
$76,460
Net income
-$1,842
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$74.6$76.5$1.84
2013Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$75.2$68.1$7.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.65$0.00$6.65$62.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Feb 13, 2015
Return Version
2014v5.0
Gross Receipts
$74,618
Mission and Program Overview

Mission

The organization is set up to be an advertising Co-op for the Central Florida franchisees of Planet Smoothie

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$26,938$25,096▼ $1,842
Rtn Earn Endowment Incm Other Fnds$26,938$25,096▼ $1,842
Total Assets$26,938$25,096▼ $1,842
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$26,938$25,096▼ $1,842
Total Liabilities and Net Assets / Fund Balance$26,938$25,096▼ $1,842
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Neil SolomonPresident
Josue RosadoSecretary
Keith LehmannTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$74,616
Investment Income
$2
Other Revenue
$0
Change in Net Assets
$-1,842
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$76,460
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$75,099--$75,099
Fees for Services Accounting-$1,361-$1,361
Total Functional Expenses$75,099$1,361$0$76,460
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Member election for additional members Part VI line 7A

“The members of the organization are made up of franchisees and operators of planet smoothie franchises in the orlando metropolitan area. The board of directors are voted on by majority vote at the annual meeting.”

Form 990 governing body review Part VI line 11

“The board of directors reviews the Form 990 prior to submission to the IRS. This review is done in a board meeting.”

Governing documents etc available to public Part VI line 19

“All accounting records are available to the entire membership, including and especially the officers. The tresurer prepares the internal bookkeeping documents and presents these to an outside CPA for preparation of the Form 990.Upon preparation of the 990, the treasurer reviews it to compare to the accounting documents. The treasurer then fowards both internal financials and the externally prepared 990 to the other officercers with a deadline to review and make comments. Comments, if any are addressed prior to submitting the form 990 to the IRS”

Filing and Contact Details

Filer

Filer Name
The Planet Smoothie CFL Co op Inc
EIN
20-2385889
Address
815 Orienta Avenue, Altamonte Springs, FL 32701

Signing Officer

Name
Josue Rosado
Title
Treasurer
Phone
4072601278
Signed
2015-02-13
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Anthony K DeMarchi CPA
Address
2431 Aloma Avenue Suite 169, Winter Park, FL 32792
Preparer
Anthony K DeMarchi CPA
Phone
4074780201
Raw XML Appendix239 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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IRS990/AdvertisingGrp/TotalAmt075099
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IRS990/BooksInCareOfDetail/PhoneNum04072601278
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0815 Orienta Avenue Ste 2020
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm2Keith Lehmann
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt074618
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt02
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The organization is set up to be an advertising Co-op for the Central Florida franchisees of Planet Smoothie
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc0Member Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt074616
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt074616
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IRS990/QuidProQuoContributionsInd0false
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IRS990/ReconcilationRevenueExpnssAmt0-1842
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board of directors reviews the Form 990 prior to submission to the IRS. This review is done in a board meeting.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Member election for additional members Part VI line 7a
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Josue Rosado
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04072601278
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Planet Smoothie CFL Co op Inc
ReturnHeader/Filer/BusinessNameControlTxt0PLAN
ReturnHeader/Filer/EIN0202385889
ReturnHeader/Filer/USAddress/AddressLine1Txt0815 Orienta Avenue
ReturnHeader/Filer/USAddress/CityNm0Altamonte Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593700771
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Anthony K DeMarchi CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02431 Aloma Avenue Suite 169
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winter Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032792
ReturnHeader/PreparerPersonGrp/PhoneNum04074780201
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anthony K DeMarchi CPA
ReturnHeader/ReturnTs02015-01-31T18:52:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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