Civic Intelligence

Project Return Florida Inc.

990 • Fiscal year 2014 • EIN 59-2612753

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 17, 2014

304 West Waters Avenue33604

(813) 990-8981

Siviq Scores

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

Liabilities / Assets

48th percentile

0.04x

Higher debt load relative to assets than 48% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.06x

Higher debt load relative to revenue than 55% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

38th percentile

-0.5%

Higher net margin than 38% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

41st percentile

-0.2%

Faster asset growth than 41% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

21st percentile

-12%

Faster revenue growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Down

$971,779

Down $2,145 (-0.2%) from 2013

Net Assets

Down

$931,668

Down $2,928 (-0.3%) from 2013

Liabilities

Up

$40,111

Up $783 (+2.0%) from 2013

Revenue

Down

$624,369

Down $84,817 (-12%) from 2013

Expenses

Down

$627,297

Down $86,168 (-12%) from 2013

Net Income

Up

-$2,928

Up $1,351 (+32%) from 2013

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $970,944Liabilities 2011: $45,368Net Assets 2011: $925,5762011Assets 2012: $984,140Liabilities 2012: $45,265Net Assets 2012: $938,8752012Assets 2013: $973,924Liabilities 2013: $39,328Net Assets 2013: $934,5962013Assets 2014: $971,779Liabilities 2014: $40,111Net Assets 2014: $931,6682014Assets 2015: $966,526Liabilities 2015: $49,150Net Assets 2015: $917,3762015Assets 2016: $938,230Liabilities 2016: $43,597Net Assets 2016: $894,6332016Assets 2017: $931,337Liabilities 2017: $27,907Net Assets 2017: $903,4302017Assets 2018: $844,588Liabilities 2018: $29,596Net Assets 2018: $814,9922018Assets 2019: $782,063Liabilities 2019: $33,743Net Assets 2019: $748,3202019Assets 2020: $1,952,688Liabilities 2020: $23,625Net Assets 2020: $1,929,0632020Assets 2021: $1,842,774Liabilities 2021: $13,717Net Assets 2021: $1,829,0572021Assets 2022: $1,706,212Liabilities 2022: $20,872Net Assets 2022: $1,685,3402022Assets 2023: $1,534,671Liabilities 2023: $21,153Net Assets 2023: $1,513,5182023Assets 2024: $1,583,484Liabilities 2024: $32,547Net Assets 2024: $1,550,9372024Assets 2025: $1,461,146Liabilities 2025: $30,620Net Assets 2025: $1,430,5262025

Highlighted filing

2014

Assets$971,779
Liabilities$40,111
Net Assets$931,668

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $763,737Expenses 2011: $768,406Net Income 2011: -$4,6692011Revenue 2012: $774,112Expenses 2012: $760,813Net Income 2012: $13,2992012Revenue 2013: $709,186Expenses 2013: $713,465Net Income 2013: -$4,2792013Revenue 2014: $624,369Expenses 2014: $627,297Net Income 2014: -$2,9282014Revenue 2015: $634,918Expenses 2015: $649,210Net Income 2015: -$14,2922015Revenue 2016: $639,889Expenses 2016: $662,632Net Income 2016: -$22,7432016Revenue 2017: $639,405Expenses 2017: $630,608Net Income 2017: $8,7972017Revenue 2018: $621,652Expenses 2018: $710,090Net Income 2018: -$88,4382018Revenue 2019: $623,813Expenses 2019: $690,485Net Income 2019: -$66,6722019Revenue 2020: $1,741,045Expenses 2020: $560,302Net Income 2020: $1,180,7432020Revenue 2021: $309,226Expenses 2021: $409,233Net Income 2021: -$100,0072021Revenue 2022: $308,909Expenses 2022: $452,626Net Income 2022: -$143,7172022Revenue 2023: $307,122Expenses 2023: $478,944Net Income 2023: -$171,8222023Revenue 2024: $544,103Expenses 2024: $506,684Net Income 2024: $37,4192024Revenue 2025: $403,768Expenses 2025: $524,179Net Income 2025: -$120,4112025

Highlighted filing

2014

Revenue$624,369
Expenses$627,297
Net Income-$2,928
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 17, 2014
Return Version
2013v3.1
Gross Receipts
$624,369
Mission and Program Overview

Mission

To improve the quality of life for people experiencing mental illness through educational and vocational training so they can live more productive and fulfilling lives in the community.

To improve the quality of life for people experiencing mental illness through educational, vocational, and supportive housing services so they can live more productive and fulfilling lives in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$526,363$506,812▼ $19,551
Cash and Non-Interest-Bearing Accounts$399,045$417,136▲ $18,091
Pledges and Grants Receivable$41,613$39,453▼ $2,160
Prepaid Expenses and Deferred Charges$6,903$8,378▲ $1,475
Total Assets$973,924$971,779▼ $2,145
Liabilities
Accounts Payable and Accrued Expenses$39,328$40,111▲ $783
Total Liabilities$39,328$40,111▲ $783
Net Assets / Fund Balance
Unrestricted Net Assets$934,596$931,668▼ $2,928
Total Net Assets Fund Balance$934,596$931,668▼ $2,928
Total Liabilities and Net Assets / Fund Balance$973,924$971,779▼ $2,145

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$226,901$599,308$826,209
Equipment$61,925$143,728$205,653
Land$194,901-$194,901
Leasehold Improvements$23,085$87,366$110,451
Other Land Buildings-$24,945$24,945
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$471,501
Program Service Revenue
$139,521
Investment Income
$9
Other Revenue
$13,338
All Other Contributions
$4,024
Change in Net Assets
$-2,928

Audited Revenue Reconciliation

Revenue per Audited Statements
$624,369
Revenue Not Reported on Form 990
$-50,255
Total Revenue per Audited Statements
$574,114
Total Revenue per Form 990
$624,369
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$416,804
Other Expenses$210,493
Total Fundraising Expense$1,155
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$346,524$70,280-$416,804
Occupancy$81,446$-8,193-$73,253
Depreciation Depletion$15,000$14,999-$29,999
Fees for Services Other$17,264$6,524$624$24,412
All Other Expenses$101,450$-88,957$288$12,781
Other Expenses$4,536$3,448$-525$7,984
Total Functional Expenses$620,245$5,897$1,155$627,297

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$627,297
Total Expenses per Form 990$627,297
Total Expenses per Audited Statements$577,042
Expenses Not Reported on Form 990$-50,255
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 12C

The organization annually obtains listings of potentially conflicted entities and individuals then matches proposed transactions against the list as a means of identifying possible conflicts. In addition, the organization periocially reviews signficant transactions to ensure any compensation paid is reasonable. Finally, the organization inquires of its major vendors to disclose any relationship with the organization's directors, officers, employees and volunteers.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

EIN
59-2612753
Phone
8139908981

Signing Officer

Name
President
Title
Robin Kurtzman
Phone
8139908981
Signed
2014-10-17

Organization Details

Principal Officer
Natalie Mitchels
Formed
1985
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
21
Volunteers
89

Preparer

Preparer
Gerald L Appleby
Phone
8139322116
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Share your hobbies and interests as a guest speaker or a volunteer teacher, assist with special events, or serve on one of our communities.

Form 990, Page 2, Part III, Line 4D

Vocational training program the project return job training program provides education and supervised on-the-job training opportunities for adults with mental illness. Rental income

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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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0623999
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02926463
IRS990ScheduleA/TotalSupportAmt03738147
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt012891
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt012896
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt011555
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt015653
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt016390
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt069385
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0226901
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0599308
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0826209
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0-50255
IRS990ScheduleD/DonatedServicesUseFcltsAmt0-50255
IRS990ScheduleD/EquipmentGrp/BookValueAmt061925
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0143728
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0205653
IRS990ScheduleD/ExpensesNotReportedAmt0-50255
IRS990ScheduleD/ExpensesSubtotalAmt0627297
IRS990ScheduleD/LandGrp/BookValueAmt0194901
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0194901
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt023085
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt087366
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0110451
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt024945
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt024945
IRS990ScheduleD/RevenueNotReportedAmt0-50255
IRS990ScheduleD/RevenueSubtotalAmt0624369
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0506812
IRS990ScheduleD/TotalExpensesPerForm990Amt0627297
IRS990ScheduleD/TotalRevenuePerForm990Amt0624369
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0574114
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0577042
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SHARE YOUR HOBBIES AND INTERESTS AS A GUEST SPEAKER OR A VOLUNTEER TEACHER, ASSIST WITH SPECIAL EVENTS, OR SERVE ON ONE OF OUR COMMUNITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOCATIONAL TRAINING PROGRAM THE PROJECT RETURN JOB TRAINING PROGRAM PROVIDES EDUCATION AND SUPERVISED ON-THE-JOB TRAINING OPPORTUNITIES FOR ADULTS WITH MENTAL ILLNESS. RENTAL INCOME
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION ANNUALLY OBTAINS LISTINGS OF POTENTIALLY CONFLICTED ENTITIES AND INDIVIDUALS THEN MATCHES PROPOSED TRANSACTIONS AGAINST THE LIST AS A MEANS OF IDENTIFYING POSSIBLE CONFLICTS. IN ADDITION, THE ORGANIZATION PERIOCIALLY REVIEWS SIGNFICANT TRANSACTIONS TO ENSURE ANY COMPENSATION PAID IS REASONABLE. FINALLY, THE ORGANIZATION INQUIRES OF ITS MAJOR VENDORS TO DISCLOSE ANY RELATIONSHIP WITH THE ORGANIZATION'S DIRECTORS, OFFICERS, EMPLOYEES AND VOLUNTEERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0973924
IRS990/TotalAssetsEOYAmt0971779
IRS990/TotalAssetsGrp/BOYAmt0973924
IRS990/TotalAssetsGrp/EOYAmt0971779
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0471501
IRS990/TotalEmployeeCnt021
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01155
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05897
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0620245
IRS990/TotalFunctionalExpensesGrp/TotalAmt0627297
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt039328
IRS990/TotalLiabilitiesEOYAmt040111
IRS990/TotalLiabilitiesGrp/BOYAmt039328
IRS990/TotalLiabilitiesGrp/EOYAmt040111
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0934596
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0931668
IRS990/TotalOtherProgSrvcExpenseAmt021182
IRS990/TotalOtherProgSrvcRevenueAmt033731
IRS990/TotalProgramServiceExpensesAmt0620245
IRS990/TotalProgramServiceRevenueAmt0139521
IRS990/TotalRevenueGrp/ExclusionAmt013347
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0139521
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0624369
IRS990/TotalVolunteersCnt089
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0973924
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0971779
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0934596
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0931668
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10304 WEST WATERS AVENUE
IRS990/USAddress/City0TAMPA
IRS990/USAddress/State0FL
IRS990/USAddress/ZIPCode033604
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0PROJECTRETURN.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ROBIN KURTZMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08139908981
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10PROJECT RETURN INC
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0592612753
ReturnHeader/Filer/PhoneNum08139908981
ReturnHeader/Filer/USAddress/AddressLine10304 WEST WATERS AVENUE
ReturnHeader/Filer/USAddress/City0TAMPA
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033604
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463981960
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MARSOCCI APPLEBY AND COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103815 WEST HUMPHREY STREET SUITE 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode033614
ReturnHeader/PreparerPersonGrp/PhoneNum08139322116
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD L APPLEBY
ReturnHeader/ReturnTs02014-10-30T08:18:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.03$1.43$0.40$0.52$0.12
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.03$1.55$0.54$0.51$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.02$1.51$0.31$0.48$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.02$1.69$0.31$0.45$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.01$1.83$0.31$0.41$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.02$1.93$1.74$0.56$1.18
2019Summary only. Only limited summary data is available for this year.$0.78$0.03$0.75$0.62$0.69$0.07
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.03$0.81$0.62$0.71$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.03$0.90$0.64$0.63$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.04$0.89$0.64$0.66$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.05$0.92$0.63$0.65$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.04$0.93$0.62$0.63$0.00
2013Summary only. Only limited summary data is available for this year.$0.97$0.04$0.93$0.71$0.71$0.00
2012Summary only. Only limited summary data is available for this year.$0.98$0.05$0.94$0.77$0.76$0.01
2011Summary only. Only limited summary data is available for this year.$0.97$0.05$0.93$0.76$0.77$0.00