Civic Intelligence

Port Richey Rotary Charitable Foundation Inc

990EZ • Fiscal year 2017 • EIN 20-3860672

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 25, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

6th percentile

-68%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$21,075

Down $16,389 (-44%) from 2016

Net Assets

Down

$21,075

Down $16,389 (-44%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$24,030

Down $12,612 (-34%) from 2016

Expenses

Up

$40,419

Up $21,271 (+111%) from 2016

Net Income

Down

-$16,389

Down $33,883 (-194%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2017

Assets$21,075
Liabilities-
Net Assets$21,075
Open 2017 Filing

Operations Trend

Revenue Growth15th 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

2017

Revenue$24,030
Expenses$40,419
Net Income-$16,389
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 25, 2017
Return Version
2016v3.0
Gross Receipts
$33,102
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-$40,195
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROB AGUISPresident-$0--
TINA FARRELLPresident-El-$0--
G MICHAEL STONEVice Preside-$0--
HOLLY SLIZTreasurer-$0--
MELISSA FAHYDirector-$0--
HOLLY SLIZSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Diamonds and Di$19,954$19,954$9,072$10,882
Total Events$19,954$19,954$9,072$10,882
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
2017-08-25
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 16

“Expenses miscellaneous expense 1 scholarships 19,250 christmas families 1,063 s4tl 575 ram classic 1,000 licenses & fees 106 office expense 117 charitable contributions 18,307 total 40,419”

Form 990-ez, Part III

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

Raw XML Appendix157 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/PersonNm0LISA SHIPPY-GONZALEZ
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/BOYAmt037464
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021075
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013135
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16389
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037464
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IRS990EZ/FundraisingGrossIncomeAmt019954
IRS990EZ/GrossReceiptsAmt033102
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037464
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021075
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021075
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROB AGUIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TINA FARRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2G MICHAEL STONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY SLIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA FAHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HOLLY SLIZ
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/OtherExpensesTotalAmt040419
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/ProgramServiceExpensesAmt040195
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09072
IRS990EZ/SpecialEventsNetIncomeLossAmt010882
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040419
IRS990EZ/TotalProgramServiceExpensesAmt040195
IRS990EZ/TotalRevenueAmt024030
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012506
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt042481
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt056532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0124654
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt019954
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt019972
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt031295
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt031295
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0175921
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033089
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042481
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056550
IRS990ScheduleA/Total509Grp/TotalAmt0175921
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt033102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt042481
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056550
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0175934
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09072
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DIAMONDS AND DI
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019954
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019954
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019954
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019954
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010882
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09072
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MISCELLANEOUS EXPENSE 1 SCHOLARSHIPS 19,250 CHRISTMAS FAMILIES 1,063 S4TL 575 RAM CLASSIC 1,000 LICENSES & FEES 106 OFFICE EXPENSE 117 CHARITABLE CONTRIBUTIONS 18,307 TOTAL 40,419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PARTICIPATED IN VARIOUS COMMUNITY SERVICE PROJECTS TO BETTER THE WEST PASCO COUNTY, FLORIDA AREA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0G MICHAEL STONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07278423180
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-25
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
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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/PreparationDt02017-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE M STONE
ReturnHeader/ReturnTs02017-08-21T12:16:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,075
Liabilities
-
Net assets
$21,075
Revenue
$24,030
Expenses
$40,419
Net income
-$16,389
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