Civic Intelligence

Suncoast Epilepsy Association Inc.

990 • Fiscal year 2017 • EIN 23-7300934

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 13, 2018

5700 - 54th Ave NSt Petersburg, FL 33709

(727) 546-2856

Siviq Scores

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

Liabilities / Assets

74th percentile

0.06x

Higher debt load relative to assets than 74% of similar nonprofits.

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

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

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

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

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

Top Officer Pay

93rd percentile

$52,838

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

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

Asset Growth

23rd percentile

-17%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

52nd percentile

2.5%

Faster revenue growth than 52% of similar nonprofits.

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

Assets

Down

$235,566

Down $47,438 (-17%) from 2016

Net Assets

Down

$221,009

Down $43,733 (-17%) from 2016

Liabilities

Down

$14,557

Down $3,705 (-20%) from 2016

Revenue

Up

$306,059

Up $7,404 (+2.5%) from 2016

Expenses

Up

$349,042

Up $8,429 (+2.5%) from 2016

Net Income

Down

-$42,983

Down $1,025 (-2.4%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2015: $326,800Liabilities 2015: $20,100Net Assets 2015: $306,7002015Assets 2016: $283,004Liabilities 2016: $18,262Net Assets 2016: $264,7422016Assets 2017: $235,566Liabilities 2017: $14,557Net Assets 2017: $221,0092017Assets 2018: $251,633Liabilities 2018: $12,814Net Assets 2018: $238,8192018Assets 2019: $254,368Liabilities 2019: $16,374Net Assets 2019: $237,9942019Assets 2020: $347,685Liabilities 2020: $7,671Net Assets 2020: $340,0142020Assets 2021: $383,034Liabilities 2021: $5,747Net Assets 2021: $377,2872021Assets 2022: $153,274Liabilities 2022: $7,832Net Assets 2022: $145,4422022Assets 2023: $19,461Liabilities 2023: $6,894Net Assets 2023: $12,5672023

Highlighted filing

2017

Assets$235,566
Liabilities$14,557
Net Assets$221,009

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2015: $434,314Expenses 2015: $372,371Net Income 2015: $61,9432015Revenue 2016: $298,655Expenses 2016: $340,613Net Income 2016: -$41,9582016Revenue 2017: $306,059Expenses 2017: $349,042Net Income 2017: -$42,9832017Revenue 2018: $287,097Expenses 2018: $269,287Net Income 2018: $17,8102018Revenue 2019: $271,939Expenses 2019: $272,764Net Income 2019: -$8252019Revenue 2020: $365,731Expenses 2020: $269,641Net Income 2020: $96,0902020Revenue 2021: $255,513Expenses 2021: $218,240Net Income 2021: $37,2732021Revenue 2022: $2,444Expenses 2022: $234,289Net Income 2022: -$231,8452022Revenue 2023: $4,459Expenses 2023: $137,334Net Income 2023: -$132,8752023

Highlighted filing

2017

Revenue$306,059
Expenses$349,042
Net Income-$42,983
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 13, 2018
Return Version
2016v3.0
Gross Receipts
$306,059
Mission and Program Overview

Mission

Suncoast Epilepsy Association, Inc. is

Suncoast Epilepsy Association, Inc. is a not-for-profit organization committed to assisting people affected by epilepsy through a variety of community based services; striving to reduce barriers and providing the opportunity for clients to attain their maximum potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$129,620$125,075▼ $4,545
Pledges and Grants Receivable$46,243$59,666▲ $13,423
Cash and Non-Interest-Bearing Accounts$59,448$33,247▼ $26,201
Prepaid Expenses and Deferred Charges$13,436$8,466▼ $4,970
Savings and Temporary Cash Investments$29,717$4,697▼ $25,020
Total Assets$283,004$235,566▼ $47,438
Other Assets Total$4,540$4,415▼ $125
Liabilities
Accounts Payable and Accrued Expenses$2,269$8,283▲ $6,014
Other Liabilities$15,993$6,274▼ $9,719
Total Liabilities$18,262$14,557▼ $3,705
Net Assets / Fund Balance
Unrestricted Net Assets$237,316$206,009▼ $31,307
Temporarily Rstr Net Assets$27,426$15,000▼ $12,426
Total Net Assets Fund Balance$264,742$221,009▼ $43,733
Total Liabilities and Net Assets / Fund Balance$283,004$235,566▼ $47,438

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$71,859$87,806$159,665
Land$53,216-$53,216
Equipment-$46,290$46,290
Other Assets Org$3,875--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Michael FinchExecutive DirectorFT$52,838$52,838
Lorann PierzchalaExecutive DirectorFT$5,538$5,538

Board Members and Trustees

NameTitle
Ann BellerChair
Ron SkaggsVice Chair
Martin BellerSecretary
Robert LeichtfussTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$306,021
Program Service Revenue
$25
Investment Income
$13
Other Revenue
$0
All Other Contributions
$6,321
Change in Net Assets
$-42,983
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$214,581
Other Expenses$134,461
Total Fundraising Expense$4,010
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$89,260$5,450$0$94,710
Current Officers, Directors, Trustees, and Key Employees$54,912$9,690$0$64,602
Other Employee Benefits$34,523$5,154$0$39,677
All Other Expenses$13,482$985$4,010$18,477
Fees for Services Accounting$15,742$829$0$16,571
Payroll Taxes$14,168$1,424$0$15,592
Insurance$15,565$0$0$15,565
Depreciation Depletion$4,318$227$0$4,545
Travel$2,134$118$0$2,252
Occupancy$2,200$0$0$2,200
Other Expenses$1,206$64$0$1,270
Office Expenses$0$125$0$125
Total Functional Expenses$320,596$24,436$4,010$349,042
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
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued benefits & payroll$6,274
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Suncoast Epilepsy Association Inc
EIN
23-7300934
Phone
7275462856
Address
5700 - 54th Ave N, St Petersburg, FL 33709

Signing Officer

Name
Pati Anderson
Title
Executive Director
Phone
7275462856
Signed
2018-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pati Anderson
Formed
1973
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
4
Employees
6
Volunteers
20

Preparer

Firm
Ellen Fontana CPA LLC
Address
2471 N MCMULLEN BOOTH RD 308, Clearwater, FL 33759
Preparer
Ellen Fontana
Phone
7274310354
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

Board members Ann Beller and Martin Beller are married.

Pt VI, Line 11B

Copies of Form 990 are emailed to the Board members for

Pt VI, Line 11B

review prior to filing.

Pt VI, Line 12C

A Board Member reviews the bank statement and cancelled

Pt VI, Line 12C

checks each month; therefore monitoring any payments

Pt VI, Line 12C

which may be conflicts of interest.

Pt VI, Line 15A

The Board reviews the Executive Director's compensation

Pt VI, Line 15A

and approves any raises. Salary is based on comparable

Pt VI, Line 15A

position for comparable Organization considering funding

Pt VI, Line 15A

constraints.

Pt VI, Line 15B

No other key employees or compensated officers.

Pt VI, Line 19

The documents referenced in Line 19 are available upon

Pt VI, Line 19

request.

Form 990, Part IX, Line 24E

Printing 2011. 2011. 0. 0.

Form 990, Part IX, Line 24E

Bldg repairs/maint. 3043. 2706. 337. 0.

Form 990, Part IX, Line 24E

Postage 1006. 956. 50. 0.

Form 990, Part IX, Line 24E

Dues & subscriptions 3490. 0. 0. 3490.

Form 990, Part IX, Line 24E

Payroll processing 2703. 2478. 225. 0.

Form 990, Part IX, Line 24E

Volunteer expense 395. 0. 0. 395.

Form 990, Part IX, Line 24E

Utilities 4723. 4487. 236. 0.

Form 990, Part IX, Line 24E

License & occup. taxes 405. 266. 14. 125.

Form 990, Part IX, Line 24E

Temporary help 609. 578. 31. 0.

Form 990, Part IX, Line 24E

Bank charges 92. 0. 92. 0.

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IRS990/ProgSrvcAccomActy2Grp/Desc0PREVENTION - THIS PROACTIVE PROGRAM SEEKS TO PREVENT SOME KINDS OF EPILEPSY BY TEACHING HOW TO AVOID KNOWN CAUSES AND PREVENT ADDITIONAL SEIZURES ONCE EPILEPSY HAS BEEN DIAGNOSED AND PREVENT SOCIAL AND PERSONAL PROBLEMS ASSOCIATED WITH EPILEPSY IN OUR SOCIETY.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0345686
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0369677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01753540
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt020
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04492
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01753540
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0306021
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0298582
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0433574
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0345686
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0369677
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01753540
IRS990ScheduleA/TotalSupportAmt01753560
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/OtherActivitiesAmt03300
IRS990ScheduleC/OtherActivitiesInd0true
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0Dues paid to an Organization that pays a lobbyist.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt II-B Line 1
IRS990ScheduleC/TotalLobbyingExpendituresAmt03300
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt071859
IRS990ScheduleD/BuildingsGrp/DepreciationAmt087806
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0159665
IRS990ScheduleD/EquipmentGrp/DepreciationAmt046290
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt046290
IRS990ScheduleD/LandGrp/BookValueAmt053216
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt053216
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0540
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt13875
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Deposits
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Donated property
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06274
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Accrued benefits & payroll
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0125075
IRS990ScheduleD/TotalBookValueOtherAssetsAmt04415
IRS990ScheduleD/TotalLiabilityAmt06274
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board members Ann Beller and Martin Beller are married.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Copies of Form 990 are emailed to the Board members for
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A Board Member reviews the bank statement and cancelled
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4checks each month; therefore monitoring any payments
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5which may be conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The Board reviews the Executive Director's compensation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7and approves any raises. Salary is based on comparable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8position for comparable Organization considering funding
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9constraints.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10No other key employees or compensated officers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11The documents referenced in Line 19 are available upon
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Printing 2011. 2011. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Bldg repairs/maint. 3043. 2706. 337. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Postage 1006. 956. 50. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Dues & subscriptions 3490. 0. 0. 3490.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Payroll processing 2703. 2478. 225. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Volunteer expense 395. 0. 0. 395.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Utilities 4723. 4487. 236. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20License & occup. taxes 405. 266. 14. 125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Temporary help 609. 578. 31. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Bank charges 92. 0. 92. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt027426
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt015000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0283004
IRS990/TotalAssetsEOYAmt0235566
IRS990/TotalAssetsGrp/BOYAmt0283004
IRS990/TotalAssetsGrp/EOYAmt0235566
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0306021
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04010
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024436
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0320596
IRS990/TotalFunctionalExpensesGrp/TotalAmt0349042
IRS990/TotalGrossUBIAmt00
IRS990/TotalJointCostsGrp/FundraisingAmt00
IRS990/TotalJointCostsGrp/ManagementAndGeneralAmt00
IRS990/TotalJointCostsGrp/ProgramServicesAmt00
IRS990/TotalJointCostsGrp/TotalAmt00
IRS990/TotalLiabilitiesBOYAmt018262
IRS990/TotalLiabilitiesEOYAmt014557

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