Civic Intelligence

Port Richey Rotary Charitable Foundation Inc

990EZ • Fiscal year 2018 • EIN 20-3860672

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 17, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

80th percentile

36%

Faster asset growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

61%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,612

Up $7,537 (+36%) from 2017

Net Assets

Up

$28,612

Up $7,537 (+36%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Up

$38,768

Up $14,738 (+61%) from 2017

Expenses

Down

$31,231

Down $9,188 (-23%) from 2017

Net Income

Up

$7,537

Up $23,926 (+146%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2018

Assets$28,612
Liabilities-
Net Assets$28,612
Open 2018 Filing

Operations Trend

Revenue Growth88th 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

2018

Revenue$38,768
Expenses$31,231
Net Income$7,537
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 17, 2018
Return Version
2017v2.3
Gross Receipts
$44,630
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-$30,542
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROB AGUISDirector-$0--
TINA FARRELLPresident-$0--
ANNA FARRELLPresident-El-$0--
HOLLY SLIZSecretary-$0--
GEORGE M STONETreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Diamonds and Di$11,196$11,196$4,618$6,578
Total Events$11,196$11,196$4,618$6,578
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
George M Stone
Title
Treasurer
Phone
7278423180
Signed
2018-08-17
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 359 scholarships 8,500 christmas families 714 s4tl 575 ram classic 1,500 licenses & fees 136 office expense 194 charitable contributions 5,549 pack-a-sack 10,004 veteran's ct scan 3,700 total 31,231”

Form 990-ez, Part III

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

Raw XML Appendix164 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/PersonNm0GEORGE M STONE
IRS990EZ/BooksInCareOfDetail/PhoneNum07278423180
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORT RICHEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034668
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021075
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IRS990EZ/ContributionsGiftsGrantsEtcAmt025387
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07537
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt019221
IRS990EZ/GrossReceiptsAmt044630
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROB AGUIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TINA FARRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNA FARRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY SLIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GEORGE M STONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031231
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/ProgramServiceExpensesAmt030542
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05862
IRS990EZ/SpecialEventsNetIncomeLossAmt013359
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031231
IRS990EZ/TotalProgramServiceExpensesAmt030542
IRS990EZ/TotalRevenueAmt038768
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012506
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt042481
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt056532
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0150041
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt035
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt019954
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt019972
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt019221
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt031295
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt050516
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt035
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0220529
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044608
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033089
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt042481
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt056550
IRS990ScheduleA/Total509Grp/TotalAmt0220529
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt044630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt033102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt042481
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056550
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0220564
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04618
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DIAMONDS AND DI
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011196
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt011196
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011196
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt011196
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06578
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04618
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MISCELLANEOUS EXPENSE 359 SCHOLARSHIPS 8,500 CHRISTMAS FAMILIES 714 S4TL 575 RAM CLASSIC 1,500 LICENSES & FEES 136 OFFICE EXPENSE 194 CHARITABLE CONTRIBUTIONS 5,549 PACK-A-SACK 10,004 VETERAN'S CT SCAN 3,700 TOTAL 31,231
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/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07278423180
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORT RICHEY ROTARY CHARITABLE
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ReturnHeader/FilingSecurityInformation/IPTm015:37:30
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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/PreparationDt02018-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE M STONE
ReturnHeader/ReturnTs02018-08-15T16:37:30-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,612
Liabilities
-
Net assets
$28,612
Revenue
$38,768
Expenses
$31,231
Net income
$7,537
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