Civic Intelligence

Sumter Sunshine Community Foundation

990EZ • Fiscal year 2017 • EIN 27-5062397

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 06, 2018

Organization Profilewww.sumterfoundation.org
10320 Joanies RunLeesburg, FL 34788

(352) 409-5761

Siviq Scores

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

Liabilities / Assets

79th percentile

0.11x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

97th percentile

1.97x

Higher debt load relative to revenue than 97% of similar nonprofits.

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

Net Margin

6th percentile

-66%

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

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

96th percentile

175%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$119,086

Up $13,494 (+13%) from 2016

Net Assets

Flat

$105,592

Flat from 2016

Liabilities

$13,494

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin6th percentile

Revenue

Up

$6,863

Up $4,371 (+175%) from 2016

Expenses

Up

$11,363

Up $8,871 (+356%) from 2016

Net Income

Down

-$4,500

Down $4,500 from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$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

2017

Assets$119,086
Liabilities$13,494
Net Assets$105,592
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$6,863
Expenses$11,363
Net Income-$4,500
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 6, 2018
Return Version
2017v2.0
Gross Receipts
$8,613
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.

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

Program Services

DescriptionGrantsExpenses
Recognition of individuals in our community that make lives brighter. Middle school youth are recognized for outstanding character. Individuals from various service sectors are recognized for their altruism.$600$6
Bringing educational enrichment resources to kids stuck in trailer parks during the summer. Getting glasses for kids in a Title One high school. Development of a character building coloring books for second graders in Lake and Sumter schools.$200$2
Support a culinary program that teaches culinary skills and provided certification opportunities to high school students.$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bill GeringswaldVice President-$0--
Richard BenjaminTreasurer-$0--
Becky ClaffySecretary-$0--
Ellen DidionPresidentPT$0--
Walt ZielenskiChair-$0--
Filing and Contact Details

Filer

Filer Name
Sumter Sunshine Foundation
EIN
27-5062397
In Care Of
% Ellen Didion
Phone
3524095761
Address
10320 Joanies Run, Leesburg, FL 34788

Signing Officer

Name
Ellen Didion
Title
President
Phone
3524095761
Signed
2018-02-06
Supplemental Narrative

Additional Explanations

Part I, line 10

“| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Care for Sick Children, St. Jude's Children's Hospital, "501 St. Jude's Place Memphis, TN 38105", $1850.00, None| Caring for Animals, Humane Society/SPCA of Sumter Co., "P.O. Box 67 Lake Panasoffkee, FL 33538", $450.00, None| Spay and Neuter Animals, Misfits Spay & Neuter Clinic, "220 N. Rockingham Ave. Tavares, FL 32778", $700.00, None| Caring for Animals, Cares Center, "P.O. Box 93 Bushnell, FL 33513", $700.00, None|”

Part I, line 16

“| Other Expenses:, Amount:| Donations, $7100.00|”

Part I, line 20

“| Description:, Explanation:, Amount:| cash from savings, To support programs, $4500|”

Part II, line 24

“| Asset Name:, BOY Amount:, EOY Amount:| Inventory, $850, $850|”

Part II, line 26

“| Liabilities Name:, BOY Amount:, EOY Amount:| Accounts Payable, $4868, 0| Grants Payable, 0, $13458| Grants Payable, $371, $36|”

Raw XML Appendix156 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/BOYAmt0109981
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0118236
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07272
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0110831
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0119086
IRS990EZ/FundraisingGrossIncomeAmt01341
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03700
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt08613
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0105592
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0105592
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0105592
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0105592
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt330
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bill Geringswald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Richard Benjamin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Becky Claffy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ellen Didion
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Walt Zielenski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0850
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0850
IRS990EZ/OtherChangesInNetAssetsAmt04500
IRS990EZ/OtherExpensesTotalAmt07100
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To make our region stronger by setting up funds to invest and support local organizations.
IRS990EZ/PrintingPublicationsPostageAmt0563
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Recognition of individuals in our community that make lives brighter. Middle school youth are recognized for outstanding character. Individuals from various service sectors are recognized for their altruism.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Bringing educational enrichment resources to kids stuck in trailer parks during the summer. Getting glasses for kids in a Title One high school. Development of a character building coloring books for second graders in Lake and Sumter schools.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Support a culinary program that teaches culinary skills and provided certification opportunities to high school students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0600
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1200
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01750
IRS990EZ/SpecialEventsNetIncomeLossAmt0-409
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05239
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt013494
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011363
IRS990EZ/TotalProgramServiceExpensesAmt08
IRS990EZ/TotalRevenueAmt06863
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.sumterfoundation.org
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07272
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0100000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05876
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0122948
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.0791
IRS990ScheduleA/PublicSupportPY170Pct01.00
IRS990ScheduleA/PublicSupportTotal170Amt09731
IRS990ScheduleA/SubstantialContributorsTotAmt0113217
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07272
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0100000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05876
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0122948
IRS990ScheduleA/TotalSupportAmt0122948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Care for Sick Children, St. Jude's Children's Hospital, "501 St. Jude's Place Memphis, TN 38105", $1850.00, None| Caring for Animals, Humane Society/SPCA of Sumter Co., "P.O. Box 67 Lake Panasoffkee, FL 33538", $450.00, None| Spay and Neuter Animals, Misfits Spay & Neuter Clinic, "220 N. Rockingham Ave. Tavares, FL 32778", $700.00, None| Caring for Animals, Cares Center, "P.O. Box 93 Bushnell, FL 33513", $700.00, None|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Donations, $7100.00|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Description:, Explanation:, Amount:| cash from savings, To support programs, $4500|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Asset Name:, BOY Amount:, EOY Amount:| Inventory, $850, $850|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4| Liabilities Name:, BOY Amount:, EOY Amount:| Accounts Payable, $4868, 0| Grants Payable, 0, $13458| Grants Payable, $371, $36|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part II, line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ellen Didion
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03524095761
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMTER SUNSHINE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUMT
ReturnHeader/Filer/EIN0275062397
ReturnHeader/Filer/InCareOfNm0% Ellen Didion
ReturnHeader/Filer/PhoneNum03524095761
ReturnHeader/Filer/USAddress/AddressLine1Txt010320 Joanies Run
ReturnHeader/Filer/USAddress/CityNm0Leesburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034788
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.45.204.250
ReturnHeader/FilingSecurityInformation/IPDt02018-02-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/ReturnTs02018-02-06T07:53:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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
$119,086
Liabilities
$13,494
Net assets
$105,592
Revenue
$6,863
Expenses
$11,363
Net income
-$4,500
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