Civic Intelligence

Dunedin Kiwanis Foundation Inc.

990 • Fiscal year 2016 • EIN 26-0645618

Oct 01, 2015 to Sep 30, 2016 • Filed on Feb 09, 2017

Post Office Box 41Dunedin, FL 34697-0041

(727) 535-2257

Siviq Scores

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

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-79%

Higher net margin than 6% 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

11th percentile

-40%

Faster asset growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

36th percentile

-8.4%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Assets

Down

$10,573

Down $18,508 (-64%) from 2014

Net Assets

Down

$10,124

Down $18,631 (-65%) from 2014

Liabilities

Up

$449

Up $123 (+38%) from 2014

Revenue

Down

$22,342

Down $4,257 (-16%) from 2014

Expenses

Up

$40,031

Up $18,099 (+83%) from 2014

Net Income

Down

-$17,689

Down $22,356 (-479%) from 2014

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $42,994Liabilities 2012: $19,391Net Assets 2012: $23,6032012Assets 2014: $29,081Liabilities 2014: $326Net Assets 2014: $28,7552014Assets 2016: $10,573Liabilities 2016: $449Net Assets 2016: $10,1242016Assets 2017: $9,828Liabilities 2017: $649Net Assets 2017: $9,1792017Assets 2018: $8,675Liabilities 2018: $1,849Net Assets 2018: $6,8262018Assets 2019: $9,660Liabilities 2019: $474Net Assets 2019: $9,1862019Assets 2020: $17,728Liabilities 2020: $474Net Assets 2020: $17,2542020Assets 2021: $25,847Liabilities 2021: $474Net Assets 2021: $25,3732021Assets 2022: $37,913Liabilities 2022: $499Net Assets 2022: $37,4142022Assets 2023: $40,123Liabilities 2023: $5,949Net Assets 2023: $34,1742023Assets 2024: $47,316Liabilities 2024: $9,933Net Assets 2024: $37,3832024Assets 2025: $47,263Liabilities 2025: $549Net Assets 2025: $46,7142025

Highlighted filing

2016

Assets$10,573
Liabilities$449
Net Assets$10,124

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2012: $31,2292012Revenue 2014: $26,599Expenses 2014: $21,932Net Income 2014: $4,6672014Revenue 2016: $22,342Expenses 2016: $40,031Net Income 2016: -$17,6892016Revenue 2017: $33,462Expenses 2017: $34,407Net Income 2017: -$9452017Revenue 2018: $19,316Expenses 2018: $21,669Net Income 2018: -$2,3532018Revenue 2019: $25,534Expenses 2019: $23,174Net Income 2019: $2,3602019Revenue 2020: $27,782Expenses 2020: $19,713Net Income 2020: $8,0692020Revenue 2021: $21,955Expenses 2021: $13,836Net Income 2021: $8,1192021Revenue 2022: $28,484Expenses 2022: $16,443Net Income 2022: $12,0412022Revenue 2023: $28,670Expenses 2023: $32,922Net Income 2023: -$4,2522023Revenue 2024: $24,850Expenses 2024: $21,641Net Income 2024: $3,2092024Revenue 2025: $45,550Expenses 2025: $36,220Net Income 2025: $9,3302025

Highlighted filing

2016

Revenue$22,342
Expenses$40,031
Net Income-$17,689
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Feb 9, 2017
Return Version
2015v3.0
Gross Receipts
$33,951
Mission and Program Overview

Mission

Changing the world one child and one community at a time.

The Dunedin Kiwanis Foundation is the service arm of the Dunedin Kiwanis Club. The Foundation provides services and grants to the needy in the Dunedin FL area and through Kiwanis International and the Florida District.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$27,021$9,993▼ $17,028
Prepaid Expenses and Deferred Charges$600--
Land, Buildings, and Equipment, Net$3,580$580▼ $3,000
Total Assets$31,201$10,573▼ $20,628
Liabilities
Other Liabilities$388$449▲ $61
Total Liabilities$388$449▲ $61
Net Assets / Fund Balance
Unrestricted Net Assets$30,813$10,124▼ $20,689
Total Net Assets Fund Balance$30,813$10,124▼ $20,689
Total Liabilities and Net Assets / Fund Balance$31,201$10,573▼ $20,628

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$580$-3,000$580
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paula RomanPast President
Stephen BennettPresident
Ele FoxPresident Elect
Chris GattasDirector
Dan BorbaDirector
Joe GarrisonDirector
Tracie GattasDirector
Walt SmithDirector
Susan LoweSecretary
Bob NandramTresaurer
VacantVice Presidnet
Revenue and Support

Revenue Composition

Contributions and Grants
$16,254
Program Service Revenue
$0
Investment Income
$17
Other Revenue
$6,071
All Other Contributions
$16,176
Change in Net Assets
$-17,689
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$39,049
Other Expenses$982
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$39,049--$39,049
Other Expenses-$495-$495
Insurance-$225-$225
Advertising-$125-$125
Office Expenses-$1-$1
Total Functional Expenses$39,049$982$0$40,031
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of DunedinDunedin, FL501c3-$12,500
Pinellas County SchoolsLargo, FL501c3Teacher Assistance$1,700
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,680
Fundraising Direct Expenses$11,609
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Adventure Run$13,583$13,505$7,991$5,514
Pancake Festival$96$96$227$-131
Total Events$17,758$17,680$11,609$6,071
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$449
Due to Related Entity-
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
No
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
Dunedin Kiwanis Foundation Inc
EIN
26-0645618
Phone
7275352257
Address
Post Office Box 41, Dunedin, FL 34697-0041

Signing Officer

Name
Elinor Fox
Title
President
Signed
2017-02-09
Discuss with paid preparer
No

Organization Details

Principal Officer
Paula Roman
Formed
2007
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Joseph E Garrison CPA PA
Address
Post Office Box 1221, Dunedin, FL 34697-1221
Preparer
Joseph E Garrison
Phone
7275352257
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Program Service Expenses 2,750, Grants and allocations 2,750, Revenue 0 Dunedin area programs Dunedin Chamber Teacher Recognition, 500 BSA Troop 10, 250 Dunedin Historical Society, 1000 Dunedin Little League, 1000

Form 990, Part III, Line 4D

Program Service Expenses 550, Grants and allocations 550, Revenue 0 Youth Amputee Summer Camp scholarships

Form 990, Part III, Line 4D

Program Service Expenses 1,077, Grants and allocations 1,077, Revenue 0 Florida Sheriff Youth Ranch Christmas Party

Form 990, Part III, Line 4D

Program Service Expenses 3,322, Grants and allocations 3,322, Revenue 0 Kiwanis International Service Programs and general Foundation Programs

Form 990, Part III, Line 4D

Program Service Expenses 1,080, Grants and allocations 1,080, Revenue 0 City of Dunedin Recreation Every Child A Swimmer Program

Form 990, Part III, Line 4D

Program Service Expenses 1,415, Grants and allocations 1,415, Revenue 0 All other service projects benefitting youth and cultural programs in the area.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016254
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023261
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018327
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022048
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt028733
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0108623
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt079
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt017680
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt016238
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt016271
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt022794
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt018225
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt091208
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt079
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0199831
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033934
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039499
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt034598
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046958
IRS990ScheduleA/Total509Grp/TotalAmt0199831
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt033951
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039515
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt034613
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046984
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0199910
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0580
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0-3000
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0580
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0449
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to Related Entity
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0580
IRS990ScheduleD/TotalLiabilityAmt0449
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt078
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt078
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011609
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Adventure Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Pancake Festival
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0402
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0402
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013583
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt096
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt04079
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017758
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013505
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt096
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04079
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017680
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06071
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02989
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011207
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07991
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0227
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/LicensedStatesCd0FL
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt01700
IRS990ScheduleI/RecipientTable/CashGrantAmt112500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501c3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt01642
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0Teacher Assistance
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Teacher Assistance
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Pinellas County Schools
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1City of Dunedin
IRS990ScheduleI/RecipientTable/RecipientEIN0596000799
IRS990ScheduleI/RecipientTable/RecipientEIN1596000310
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0301 Fourth Street SW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1Post Office Box 2039
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Largo
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Dunedin
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033770
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd134697
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 2,750, Grants and allocations 2,750, Revenue 0 Dunedin area programs Dunedin Chamber Teacher Recognition, 500 BSA Troop 10, 250 Dunedin Historical Society, 1000 Dunedin Little League, 1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Service Expenses 550, Grants and allocations 550, Revenue 0 Youth Amputee Summer Camp scholarships
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Service Expenses 1,077, Grants and allocations 1,077, Revenue 0 Florida Sheriff Youth Ranch Christmas Party
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Service Expenses 3,322, Grants and allocations 3,322, Revenue 0 Kiwanis International Service Programs and general Foundation Programs
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Program Service Expenses 1,080, Grants and allocations 1,080, Revenue 0 City of Dunedin Recreation Every Child A Swimmer Program
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Program Service Expenses 1,415, Grants and allocations 1,415, Revenue 0 All other service projects benefitting youth and cultural programs in the area.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part III, Line 4d
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

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