Civic Intelligence

Sumter Sunshine Foundation

EIN 27-5062397 • 501(c)3 • Leesburg, FL

Profile

To make our region stronger by setting up funds to invest and support local organizations.

10320 Joanies RunLeesburg, FL 34788

www.sumterfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.08x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

1.21x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

46th percentile

0.0%

Higher net margin than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

64th percentile

6.8%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-67%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$126,640

Up $8,030 (+6.8%) from 2019

Liabilities

Up

$10,400

Up $10,400 from 2019

Net Assets

Down

$116,240

Down $2,370 (-2.0%) from 2019

Operations
Liabilities / Revenue95th percentileNet Margin46th percentile

Revenue

Down

$8,584

Down $17,328 (-67%) from 2019

Expenses

Down

$8,584

Down $181 (-2.1%) from 2019

Net Income

Down

$0

Down $17,147 (-100%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2015: $105,000Net Assets 2015: $105,0002015Assets 2016: $105,592Net Assets 2016: $105,5922016Assets 2017: $119,086Liabilities 2017: $13,494Net Assets 2017: $105,5922017Assets 2019: $118,610Liabilities 2019: $0Net Assets 2019: $118,6102019Assets 2020: $126,640Liabilities 2020: $10,400Net Assets 2020: $116,2402020

Highlighted filing

2020

Assets$126,640
Liabilities$10,400
Net Assets$116,240
Open 2020 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2015: $4,800Expenses 2015: $4,800Net Income 2015: $02015Revenue 2016: $2,492Expenses 2016: $2,492Net Income 2016: $02016Revenue 2017: $6,863Expenses 2017: $11,363Net Income 2017: -$4,5002017Revenue 2019: $25,912Expenses 2019: $8,765Net Income 2019: $17,1472019Revenue 2020: $8,584Expenses 2020: $8,584Net Income 2020: $02020

Highlighted filing

2020

Revenue$8,584
Expenses$8,584
Net Income$0
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$126,640
Liabilities
$10,400
Net assets
$116,240
Revenue
$8,584
Expenses
$8,584
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.10$1.16$0.09$0.09$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.26$0.09$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.13$1.06$0.07$0.11$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.02$0.02$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.05$0.05$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 16, 2021
Return Version
2020v4.0
Gross Receipts
$8,584
Mission and Program Overview

Mission

Sunshine Community Foundation is grantmaking public charities that are dedicated to improving the lives of people in North Lake and Sumter Counties. We bring together the financial resources of individuals families and businesses to support effective nonprofits in their communities and act as a catalyst in the community.

Program Services

DescriptionGrantsExpenses
The donor for this fund requested that the amount be given as a pass-through fund to Leesburg High School for new some of the new athletic and arts clubs.$1,400$25
This grant was made per request of the donor to benefit animal welfare programs in North Lake and Sumter Counties. The fund was created a fund for this purpose. The grant this year went to the Humane Society in Sumter Co. and Misfits in Lake.$1,315$25
This grant was made per request of the donor to benefit St. Jude's Children's Hospital. She created a fund for this purpose. It combines with other funding to benefit $8,600 people a year.$1,000$25
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ellen DidionPresidentPT$0--
Walt ZielenskiChair-$0--
Polly WatsonSecretary-$0--
Wayne EasterlingTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Sumter Sunshine Community Foundation
EIN
27-5062397
In Care Of
% Ellen Didion
Address
10320 Joanies Run, Leesburg, FL 34788

Signing Officer

Name
Ellen Didion
Title
President
Signed
2021-11-16
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Doing Business As Names

“Sunshine Community Foundation”

Part I, line 10

“| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Donation, St. Jude Children's Research Hospit, "38105", $1750.00, None| Donation, Humane Society SPCA, "33538", $1000.00, None| Donation, Revolution Church, "10837 US-441 Leesburg", $202.00, None| Donation, Leesburg High School, "1401 Yellow Jacket Way Leesburg", $1000.00, None|”

Part II, line 26

“| Liabilities Name:, BOY Amount:, EOY Amount:| Accounts Payable, $10400, $10400|”

Raw XML Appendix155 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Ellen Didion
IRS990EZ/BooksInCareOfDetail/PhoneNum03524095761
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010320 Joanies Run
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Leesburg
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034788
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0126640
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0126640
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05890
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt00
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04465
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0126640
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0126640
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03952
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt08584
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InvestmentIncomeAmt02694
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0116240
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0116240
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0116240
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0116240
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ellen Didion
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Walt Zielenski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Polly Watson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Wayne Easterling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Sunshine Community Foundation is grantmaking public charities that are dedicated to improving the lives of people in North Lake and Sumter Counties. We bring together the financial resources of individuals families and businesses to support effective nonprofits in their communities and act as a catalyst in the community.
IRS990EZ/PrintingPublicationsPostageAmt0167
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0This grant was made per request of the donor to benefit St. Jude's Children's Hospital. She created a fund for this purpose. It combines with other funding to benefit $8,600 people a year.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1This grant was made per request of the donor to benefit animal welfare programs in North Lake and Sumter Counties. The fund was created a fund for this purpose. The grant this year went to the Humane Society in Sumter Co. and Misfits in Lake.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The donor for this fund requested that the amount be given as a pass-through fund to Leesburg High School for new some of the new athletic and arts clubs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11315
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt125
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt225
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010400
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010400
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08584
IRS990EZ/TotalProgramServiceExpensesAmt075
IRS990EZ/TotalRevenueAmt08584
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Foundation
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.sumterfoundation .org
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Our funding comes mainly from the general public.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part II, line 17a
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011965
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt019355
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013947
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013947
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.1518
IRS990ScheduleA/PublicSupportPY170Pct00.00
IRS990ScheduleA/PublicSupportTotal170Amt05054
IRS990ScheduleA/SubstantialContributorsTotAmt014301
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05890
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt011965
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt019355
IRS990ScheduleA/TotalSupportAmt033302
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sunshine Community Foundation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Donation, St. Jude Children's Research Hospit, "38105", $1750.00, None| Donation, Humane Society SPCA, "33538", $1000.00, None| Donation, Revolution Church, "10837 US-441 Leesburg", $202.00, None| Donation, Leesburg High School, "1401 Yellow Jacket Way Leesburg", $1000.00, None|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Liabilities Name:, BOY Amount:, EOY Amount:| Accounts Payable, $10400, $10400|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Doing Business As Names
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, line 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Ellen Didion
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMTER SUNSHINE COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUMT
ReturnHeader/Filer/EIN0275062397
ReturnHeader/Filer/ForeignPhoneNum03524095761
ReturnHeader/Filer/InCareOfNm0% Ellen Didion
ReturnHeader/Filer/USAddress/AddressLine1Txt010320 Joanies Run
ReturnHeader/Filer/USAddress/CityNm0Leesburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034788
ReturnHeader/ReturnTs02021-11-16T12:07:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.