Civic Intelligence

Trinity Rotary Charitable Foundation Inc.

990EZ • Fiscal year 2023 • EIN 47-1115794

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 13, 2023

C/O Stone Parker 7512 Ridge RoadPort Richey, FL 34668

(727) 842-3180

Siviq Scores

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

Liabilities / Assets

84th percentile

0.21x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

90th percentile

0.36x

Higher debt load relative to revenue than 90% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

21st percentile

-18%

Higher net margin than 21% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

23rd percentile

-20%

Faster asset growth than 23% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

14th percentile

-42%

Faster revenue growth than 14% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$121,856

Down $30,919 (-20%) from 2022

Net Assets

Down

$96,358

Down $12,632 (-12%) from 2022

Liabilities

Down

$25,498

Down $18,287 (-42%) from 2022

Revenue

Down

$70,289

Down $49,867 (-42%) from 2022

Expenses

Up

$82,921

Up $26,328 (+47%) from 2022

Net Income

Down

-$12,632

Down $76,195 (-120%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$121,856
Liabilities$25,498
Net Assets$96,358

Operations Trend

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

2023

Revenue$70,289
Expenses$82,921
Net Income-$12,632
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 13, 2023
Return Version
2022v5.0
Gross Receipts
$123,846
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
VARIOUS PROGRAM EXPENSES TO SUPPORT LIGHTHOUSE FOR THE BLIND, PASCO KIDS FIRST,PURE WATER FOR THE WORLD, HELPING BABIES BREATH, PASCO SAFETY TOWN, PACE CENTER FOR GIRLS, JOSH THE OTTER FOUNDATION, ONE COMMUNITY NOW, ROTARY INTERNATIONAL POLIO PLUS, WHEELCHAIRS FOR KIDS, ROTARY INTERNATIONAL YOUTH PROGRAMS, AND OTHER MISCELLANEOUS ORGANIZATIONS THAT SUPPORT YOUTH.-$47,579
ROTARY INTERNATIONAL GLOBAL GRANT TO BENEFIT HUNDREDS OF CHILDREN INHONDURAS BY PROVIDING THEM WITH SAFE WATER, SANITATION AND HYGIENE EDUCATION.-$20,000
WEEKEND FOOD PROGRAM TO PROVIDE FOOD FOR ELEMENTARY STUDENTS WHILE SCHOOL IS NOT IN SESSION-$9,342
1000 SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS WHO NEED HELP FOR COLLEGE EXPENSES-$6,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIANNE GRABOWSKIPresident-$0--
BARRY POPPELTreasurer-$0--
WAYNE SELKSecretary-$0--
CAROL KINNARDDirector-$0--
DEBBY JENKINSDirector-$0--
BECKY BENNETTDirector-$0--
MARK SHELTONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$85,872$85,872$23,257$62,615
Tb Bucs Event$14,910$14,910$6,123$8,787
Total Events$100,782$100,782$49,810$50,972
Filing and Contact Details

Filer

Filer Name
Trinity Rotary Charitable
EIN
47-1115794
Phone
7278423180
Address
C/O STONE PARKER 7512 RIDGE ROAD, PORT RICHEY, FL 34668

Signing Officer

Name
Marianne Grabowski
Title
President
Phone
7278423180
Signed
2023-09-13
Discuss with paid preparer
Yes

Preparer

Firm
Stone Parker & Company CPA Pa
Address
7512 RIDGE RD, PORT RICHEY, FL 34668
Preparer
Marianne E Grabowski
Phone
7278423180
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

Line 16, other expenses: other expenses of 89,921. Various program expenses to support lighthouse for the blind, pasco kids first, pure water for the world, helping babies breathe, pace center for girls, josh the otter foundation, one community now, rotary international, polio plus, wheelchairs 4 kids, premier health pediatric care, backpacks for hope, etc. Also some other software, storage costs and miscellaneous expenses.

Form 990-ez, Part I, Line 16

Expenses see schedule o 82,921 total 82,921

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 3,000 0 grants payable 29,900 0 prepaid bucs event income 6,560 485 advance funds-fam nav project 4,325 4,325 advance funds-global grant 0 20,568 prepaid gala income 0 120

Form 990-ez, Part III, Line 31

Various program expenses to support lighthouse for the blind, pasco kids first,pure water for the world, helping babies breath, pasco safety town, pace center for girls, josh the otter foundation, one community now, rotary international polio plus, wheelchairs for kids, rotary international youth programs, and other miscellaneous organizations that support youth.

Raw XML Appendix183 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 16, OTHER EXPENSES: OTHER EXPENSES OF 89,921. VARIOUS PROGRAM EXPENSES TO SUPPORT LIGHTHOUSE FOR THE BLIND, PASCO KIDS FIRST, PURE WATER FOR THE WORLD, HELPING BABIES BREATHE, PACE CENTER FOR GIRLS, JOSH THE OTTER FOUNDATION, ONE COMMUNITY NOW, ROTARY INTERNATIONAL, POLIO PLUS, WHEELCHAIRS 4 KIDS, PREMIER HEALTH PEDIATRIC CARE, BACKPACKS FOR HOPE, ETC. ALSO SOME OTHER SOFTWARE, STORAGE COSTS AND MISCELLANEOUS EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SEE SCHEDULE O 82,921 TOTAL 82,921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,000 0 GRANTS PAYABLE 29,900 0 PREPAID BUCS EVENT INCOME 6,560 485 ADVANCE FUNDS-FAM NAV PROJECT 4,325 4,325 ADVANCE FUNDS-GLOBAL GRANT 0 20,568 PREPAID GALA INCOME 0 120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3VARIOUS PROGRAM EXPENSES TO SUPPORT LIGHTHOUSE FOR THE BLIND, PASCO KIDS FIRST,PURE WATER FOR THE WORLD, HELPING BABIES BREATH, PASCO SAFETY TOWN, PACE CENTER FOR GIRLS, JOSH THE OTTER FOUNDATION, ONE COMMUNITY NOW, ROTARY INTERNATIONAL POLIO PLUS, WHEELCHAIRS FOR KIDS, ROTARY INTERNATIONAL YOUTH PROGRAMS, AND OTHER MISCELLANEOUS ORGANIZATIONS THAT SUPPORT YOUTH.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIANNE E GRABOWSKI
ReturnHeader/ReturnTs02023-09-13T13:36:37-04:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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