Civic Intelligence

Port Richey Rotary Charitable Foundation Inc

990EZ • Fiscal year 2016 • EIN 20-3860672

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 29, 2016

Organization ProfileN/A
7512 Ridge RoadPort Richey, FL 34668

(727) 842-3180

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

91st percentile

48%

Higher net margin than 91% 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

86th percentile

55%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

30th percentile

-14%

Faster revenue growth than 30% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$37,464

Up $13,284 (+55%) from 2015

Net Assets

Up

$37,464

Up $13,284 (+55%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Down

$36,642

Down $5,839 (-14%) from 2015

Expenses

Down

$19,148

Down $21,479 (-53%) from 2015

Net Income

Up

$17,494

Up $15,640 (+844%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$40K$30K$20K$10K$0Assets 2013: $12,763Liabilities 2013: $02013Assets 2014: $22,325Net Assets 2014: $22,3252014Assets 2015: $24,180Net Assets 2015: $24,1802015Assets 2016: $37,464Net Assets 2016: $37,4642016Assets 2017: $21,075Net Assets 2017: $21,0752017Assets 2018: $28,612Net Assets 2018: $28,6122018Assets 2019: $0Net Assets 2019: $28,6172019

Highlighted filing

2016

Assets$37,464
Liabilities-
Net Assets$37,464
Open 2016 Filing

Operations Trend

Revenue Growth30th percentile

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

$60K$40K$20K$0-$20KRevenue 2013: $14,270Expenses 2013: $23,325Net Income 2013: -$9,0552013Revenue 2014: $56,550Expenses 2014: $46,987Net Income 2014: $9,5632014Revenue 2015: $42,481Expenses 2015: $40,627Net Income 2015: $1,8542015Revenue 2016: $36,642Expenses 2016: $19,148Net Income 2016: $17,4942016Revenue 2017: $24,030Expenses 2017: $40,419Net Income 2017: -$16,3892017Revenue 2018: $38,768Expenses 2018: $31,231Net Income 2018: $7,5372018

Highlighted filing

2016

Revenue$36,642
Expenses$19,148
Net Income$17,494
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 29, 2016
Return Version
2015v2.1
Gross Receipts
$43,801
Mission and Program Overview

Mission

Participated in various community service projects to better the west pasco county, florida area.

Program Services

DescriptionGrantsExpenses
PARTICIPATED IN VARIOUS COMMUNITY SERVICE PROJECTS-$18,981
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TINA FARRELLPresident-$0--
GIL MCWILLIAMSPresident-El-$0--
G MICHAEL STONEVice Preside-$0--
HOLLY SLIZTreasurer-$0--
MELISSA FAHYDirector-$0--
TEKOA BEANSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner$31,295$31,295$7,159$24,136
Total Events$31,295$31,295$7,159$24,136
Filing and Contact Details

Filer

Filer Name
Port Richey Rotary Charitable
EIN
20-3860672
Phone
7278423180
Address
7512 RIDGE ROAD, PORT RICHEY, FL 34668

Signing Officer

Name
G Michael Stone
Title
Vice President
Phone
7278423180
Signed
2016-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Stone Parker & Company CPA Pa
Address
7512 RIDGE RD, PORT RICHEY, FL 34668
Preparer
George M Stone
Phone
7278423180
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“8,950 0 0”

Form 990-ez, Part I, Line 10

“Charitable contributions 7,326 0 0”

Form 990-ez, Part I, Line 16

“Expenses miscellaneous expense 26 bank charges 6 dues & subscriptions 136 christmas families 993 s4tl 575 ram classic 1,000 licenses & fees 136 total 2,872”

Form 990-ez, Part I, Line 20

“To correct beginning equity”

Form 990-ez, Part II, Line 24

“Pledges receivable 1,927 0 total 1,927 0”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 134 0”

Form 990-ez, Part III

“Participated in various community service projects to better the west pasco county, florida area.”

Raw XML Appendix160 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/PhoneNum07278153739
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08637 US HIGHWAY 19
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORT RICHEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034668
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018177
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TINA FARRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GIL MCWILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2G MICHAEL STONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY SLIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA FAHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TEKOA BEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01927
IRS990EZ/OtherExpensesTotalAmt02872
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARTICIPATED IN VARIOUS COMMUNITY SERVICE PROJECTS TO BETTER THE WEST PASCO COUNTY, FLORIDA AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARTICIPATED IN VARIOUS COMMUNITY SERVICE PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018981
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07159
IRS990EZ/SpecialEventsNetIncomeLossAmt024136
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0134
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019148
IRS990EZ/TotalProgramServiceExpensesAmt018981
IRS990EZ/TotalRevenueAmt036642
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012506
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt042481
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt056532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0111519
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt018
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt031295
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt031295
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0142832
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042481
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056550
IRS990ScheduleA/Total509Grp/TotalAmt0142832
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042481
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt056550
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0142832
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07159
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031295
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031295
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031295
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031295
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024136
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07159
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt08,950 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHARITABLE CONTRIBUTIONS 7,326 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES MISCELLANEOUS EXPENSE 26 BANK CHARGES 6 DUES & SUBSCRIPTIONS 136 CHRISTMAS FAMILIES 993 S4TL 575 RAM CLASSIC 1,000 LICENSES & FEES 136 TOTAL 2,872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO CORRECT BEGINNING EQUITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PLEDGES RECEIVABLE 1,927 0 TOTAL 1,927 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTS PAYABLE AND ACCRUED EXPENSES 134 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PARTICIPATED IN VARIOUS COMMUNITY SERVICE PROJECTS TO BETTER THE WEST PASCO COUNTY, FLORIDA AREA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0G MICHAEL STONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07278423180
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORT RICHEY ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0203860672
ReturnHeader/Filer/PhoneNum07278423180
ReturnHeader/Filer/USAddress/AddressLine1Txt07512 RIDGE ROAD
ReturnHeader/Filer/USAddress/CityNm0PORT RICHEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034668
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591838144
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07512 RIDGE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT RICHEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034668
ReturnHeader/PreparerPersonGrp/PhoneNum07278423180
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE M STONE
ReturnHeader/ReturnTs02016-09-06T14:10:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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
$37,464
Liabilities
-
Net assets
$37,464
Revenue
$36,642
Expenses
$19,148
Net income
$17,494
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$28.6
2018Detailed filing. Detailed filing data is available for this year.$28.6$28.6$38.8$31.2$7.54
2017Detailed filing. Detailed filing data is available for this year.$21.1$21.1$24.0$40.4$16.4
2016Detailed filing. Detailed filing data is available for this year.$37.5$37.5$36.6$19.1$17.5
2015Detailed filing. Detailed filing data is available for this year.$24.2$24.2$42.5$40.6$1.85
2014Detailed filing. Detailed filing data is available for this year.$22.3$22.3$56.6$47.0$9.56
2013Summary only. Only limited summary data is available for this year.$12.8$0.00$14.3$23.3$9.06