Civic Intelligence

Trinity Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2021 • EIN 47-1115794

Jul 01, 2020 to Jun 30, 2021

Organization ProfileN/A
Port Richey, FL
Siviq Scores

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

Liabilities / Assets

77th percentile

0.09x

Higher debt load relative to assets than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.15x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

28th percentile

-5.2%

Higher net margin than 28% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

26th percentile

-10%

Faster asset growth than 26% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-43%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$50,042

Down $5,683 (-10%) from 2020

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Down

$4,615

Down $4,091 (-47%) from 2020

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin28th percentile

Revenue

Down

$30,387

Down $22,611 (-43%) from 2020

Expenses

Down

$31,979

Down $13,972 (-30%) from 2020

Net Income

Down

-$1,592

Down $8,639 (-123%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$200K$150K$100K$50K$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $5,568Liabilities 2015: $02015Assets 2016: $17,270Liabilities 2016: $5002016Assets 2017: $46,051Liabilities 2017: $19,8502017Assets 2018: $50,405Liabilities 2018: $7,6002018Assets 2019: $53,872Liabilities 2019: $13,9002019Assets 2020: $55,725Liabilities 2020: $8,7062020Assets 2021: $50,042Liabilities 2021: $4,6152021Assets 2022: $152,775Liabilities 2022: $43,785Net Assets 2022: $108,9902022Assets 2023: $121,856Liabilities 2023: $25,498Net Assets 2023: $96,3582023Assets 2024: $111,864Liabilities 2024: $4,500Net Assets 2024: $107,3642024Assets 2025: $115,097Liabilities 2025: $8,250Net Assets 2025: $106,8472025

Highlighted filing

2021

Assets$50,042
Liabilities$4,615
Net Assets-
Open 2021 Filing

Operations Trend

Revenue Growth20th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $51,306Expenses 2015: $45,738Net Income 2015: $5,5682015Revenue 2016: $62,005Expenses 2016: $50,803Net Income 2016: $11,2022016Revenue 2017: $41,883Expenses 2017: $32,452Net Income 2017: $9,4312017Revenue 2018: $44,752Expenses 2018: $28,148Net Income 2018: $16,6042018Revenue 2019: $37,488Expenses 2019: $40,321Net Income 2019: -$2,8332019Revenue 2020: $52,998Expenses 2020: $45,951Net Income 2020: $7,0472020Revenue 2021: $30,387Expenses 2021: $31,979Net Income 2021: -$1,5922021Revenue 2022: $120,156Expenses 2022: $56,593Net Income 2022: $63,5632022Revenue 2023: $70,289Expenses 2023: $82,921Net Income 2023: -$12,6322023Revenue 2024: $87,441Expenses 2024: $76,435Net Income 2024: $11,0062024Revenue 2025: $87,718Expenses 2025: $88,235Net Income 2025: -$5172025

Highlighted filing

2021

Revenue$30,387
Expenses$31,979
Net Income-$1,592
Open 2021 Filing
Filing Detail Status

This 2021 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2025)
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Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Mission and Program Overview

Mission

Support 501(c)(3) charities that benefit children

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$50,042
Liabilities
$4,615
Net assets
-
Revenue
$30,387
Expenses
$31,979
Net income
-$1,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.15$0.08$1.07$0.88$0.88$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.05$1.07$0.87$0.76$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.25$0.96$0.70$0.83$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.44$1.09$1.20$0.57$0.64
2021Summary only. Only limited summary data is available for this year.$0.50$0.05$0.30$0.32$0.02
2020Summary only. Only limited summary data is available for this year.$0.56$0.09$0.53$0.46$0.07
2019Summary only. Only limited summary data is available for this year.$0.54$0.14$0.37$0.40$0.03
2018Summary only. Only limited summary data is available for this year.$0.50$0.08$0.45$0.28$0.17
2017Summary only. Only limited summary data is available for this year.$0.46$0.20$0.42$0.32$0.09
2016Summary only. Only limited summary data is available for this year.$0.17$0.01$0.62$0.51$0.11
2015Summary only. Only limited summary data is available for this year.$0.06$0.00$0.51$0.46$0.06
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00