Civic Intelligence

Retrofit Southwest Florida Inc

EIN 30-0577182 • 501(c)3 • Naples, FL

Profile

To work with single family home owners in Southwest Florida* to harden their homes against wind forced natural disasters up to at least a category III level. Represent the Homeowner and FEMA Provide all of the required documentation Harden most homes < 3 Weeks after approval

8950 Fontana Del Sol Way Suite 100Naples, FL 34109-4420

www.retrofitswf.org

Siviq Scores

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

Liabilities / Assets

99th percentile

21.56x

Higher debt load relative to assets than 99% of similar nonprofits.

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

Liabilities / Revenue

96th percentile

1.31x

Higher debt load relative to revenue than 96% of similar nonprofits.

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

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

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

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 2016

Asset Growth

11th percentile

-96%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

528%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$2,244

Down $57,043 (-96%) from 2015

Liabilities

Down

$48,384

Down $93,537 (-66%) from 2015

Net Assets

Up

-$46,140

Up $36,494 (+44%) from 2015

Operations
Liabilities / Revenue96th percentileNet Margin98th percentile

Revenue

Up

$36,835

Up $30,969 (+528%) from 2015

Expenses

Up

$341

Up $341 from 2015

Net Income

Up

$36,494

Up $30,628 (+522%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

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

$200K$100K$0-$100KAssets 2012: $27,875Liabilities 2012: $64,909Net Assets 2012: -$37,0342012Assets 2013: $63,828Liabilities 2013: $106,740Net Assets 2013: -$42,9122013Assets 2014: $100,787Liabilities 2014: $189,287Net Assets 2014: -$88,5002014Assets 2015: $59,287Liabilities 2015: $141,921Net Assets 2015: -$82,6342015Assets 2016: $2,244Liabilities 2016: $48,384Net Assets 2016: -$46,1402016

Highlighted filing

2016

Assets$2,244
Liabilities$48,384
Net Assets-$46,140
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2012: $242,6232012Revenue 2013: $176,601Expenses 2013: $182,479Net Income 2013: -$5,8782013Revenue 2014: $264,350Expenses 2014: $309,939Net Income 2014: -$45,5892014Revenue 2015: $5,866Expenses 2015: $0Net Income 2015: $5,8662015Revenue 2016: $36,835Expenses 2016: $341Net Income 2016: $36,4942016

Highlighted filing

2016

Revenue$36,835
Expenses$341
Net Income$36,494
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,244
Liabilities
$48,384
Net assets
-$46,140
Revenue
$36,835
Expenses
$341
Net income
$36,494
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.48$0.46$0.37$0.00$0.36
2015Detailed filing. Detailed filing data is available for this year.$0.59$1.42$0.83$0.06$0.00$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.01$1.89$0.89$2.64$3.10$0.46
2013Detailed filing. Detailed filing data is available for this year.$0.64$1.07$0.43$1.77$1.82$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.65$0.37$2.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 14, 2017
Return Version
2016v3.0
Gross Receipts
$130,599
Mission and Program Overview

Mission

To work with single family home owners in Southwest Florida* to harden their homes against wind forced natural disasters up to at least a category III level. Represent the Homeowner and FEMA Provide all of the required documentation Harden most homes < 3 Weeks after approval

Program Services

DescriptionGrantsExpenses
Completed 4th Grant from State of Florida RCMP program to harden homes to category III wind level. Completed homes using funds from the grant and a 25% match from the homeowner.$93,514$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John C GoedeDirector-$0--
Jill TrapassoDirector-$0--
Jeffrey M JonesChariman And Treasurer-$0--
Roberta DusekPresident And Secretary-$0--
Jeff JohnsonExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
Retrofit Southwest Florida Inc
EIN
30-0577182
Phone
2397771730
Address
8950 FONTANA DEL SOL WAY SUITE 100, Naples, FL 34109-4420

Signing Officer

Name
Jeffrey Jones
Title
Chairman
Phone
2397771730
Signed
2017-05-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part II, Line 24

“Description;EOY Amount^Community Fund Grant;2000^Total;2000^”

Form 990-EZ, Part II, Line 26

“Description;EOY Amount^Payables Trade;2250|Line of Credit Balance;27634|Customer Deposits;18500^Total;48384^”

Raw XML Appendix168 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/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum02397771730
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08950 FONTANA DEL SOL WAY SUITE 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Naples
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0341094420
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0244
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0130599
IRS990EZ/CostOfGoodsSoldAmt093764
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IRS990EZ/ExcessOrDeficitForYearAmt036494
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IRS990EZ/ForeignFinancialAccountInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt02244
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-93764
IRS990EZ/GrossReceiptsAmt0130599
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-46140
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-82634
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-46140
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/PersonNm0John C Goede
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jill Trapasso
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jeffrey M Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Roberta Dusek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jeff Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chariman and Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President and Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt059043
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To work with single family home owners in Southwest Florida* to harden their homes against wind forced natural disasters up to at least a category III level. Represent the Homeowner and FEMA Provide all of the required documentation Harden most homes < 3 Weeks after approval
IRS990EZ/PrintingPublicationsPostageAmt0341
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Completed 4th Grant from State of Florida RCMP program to harden homes to category III wind level. Completed homes using funds from the grant and a 25% match from the homeowner.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt093514
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0141921
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt048384
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0341
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt036835
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.retrofitswf.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt093514
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05866
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0264350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0176601
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0195135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0735466
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99917
IRS990ScheduleA/PublicSupportPY170Pct00.99925
IRS990ScheduleA/PublicSupportTotal170Amt0735466
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt093514
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05866
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0264350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0176601
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0195135
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0735466
IRS990ScheduleA/TotalSupportAmt0736080
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt0614
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0614
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/ExplanationTxt0Description;EOY Amount^Community Fund Grant;2000^Total;2000^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;EOY Amount^Payables Trade;2250|Line of Credit Balance;27634|Customer Deposits;18500^Total;48384^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffrey Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum02397771730
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RETROFIT SOUTHWEST FLORIDA INC
ReturnHeader/Filer/BusinessNameControlTxt0RETR
ReturnHeader/Filer/EIN0300577182
ReturnHeader/Filer/PhoneNum02397771730
ReturnHeader/Filer/USAddress/AddressLine1Txt08950 FONTANA DEL SOL WAY SUITE 100
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0341094420
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.68.0.167
ReturnHeader/ReturnTs02017-05-14T21:13:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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