Civic Intelligence

Project Return Florida Inc.

990 • Fiscal year 2015 • EIN 59-2612753

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 01, 2015

304 West Waters AvenueTampa, FL 33604

(813) 990-8981

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.05x

Higher debt load relative to assets than 52% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.08x

Higher debt load relative to revenue than 59% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

33rd percentile

-2.3%

Higher net margin than 33% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

43rd percentile

-0.5%

Faster asset growth than 43% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

46th percentile

1.7%

Faster revenue growth than 46% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$966,526

Down $5,253 (-0.5%) from 2014

Net Assets

Down

$917,376

Down $14,292 (-1.5%) from 2014

Liabilities

Up

$49,150

Up $9,039 (+23%) from 2014

Revenue

Up

$634,918

Up $10,549 (+1.7%) from 2014

Expenses

Up

$649,210

Up $21,913 (+3.5%) from 2014

Net Income

Down

-$14,292

Down $11,364 (-388%) from 2014

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

2015

Assets$966,526
Liabilities$49,150
Net Assets$917,376

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

2015

Revenue$634,918
Expenses$649,210
Net Income-$14,292
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 1, 2015
Return Version
2014v5.0
Gross Receipts
$634,918
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$506,812$481,807▼ $25,005
Cash and Non-Interest-Bearing Accounts$417,136$431,797▲ $14,661
Pledges and Grants Receivable$39,453$39,167▼ $286
Prepaid Expenses and Deferred Charges$8,378$13,755▲ $5,377
Total Assets$971,779$966,526▼ $5,253
Liabilities
Accounts Payable and Accrued Expenses$40,111$49,150▲ $9,039
Total Liabilities$40,111$49,150▲ $9,039
Net Assets / Fund Balance
Unrestricted Net Assets$931,668$917,376▼ $14,292
Total Net Assets Fund Balance$931,668$917,376▼ $14,292
Total Liabilities and Net Assets / Fund Balance$971,779$966,526▼ $5,253

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$286,906$649,754$936,660
Equipment-$210,648$210,648
Land$194,901-$194,901
Other Land Buildings-$24,945$24,945
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$476,464
Program Service Revenue
$143,188
Investment Income
$752
Other Revenue
$14,514
All Other Contributions
$5,010
Change in Net Assets
$-14,292

Audited Revenue Reconciliation

Revenue per Audited Statements
$634,918
Revenue Not Reported on Form 990
$-52,719
Total Revenue per Audited Statements
$582,199
Total Revenue per Form 990
$634,918
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$417,418
Other Expenses$231,792
Total Fundraising Expense$6,283
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$348,868$65,405$3,145$417,418
Occupancy$105,090$-9,181-$95,909
Depreciation Depletion$15,000$15,001-$30,001
Fees for Services Other$16,422$6,575$624$23,621
All Other Expenses$90,939$-80,000$1,389$12,328
Other Expenses$3,897$4,337$103$8,337
Total Functional Expenses$633,493$9,434$6,283$649,210

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$649,210
Total Expenses per Form 990$649,210
Total Expenses per Audited Statements$596,491
Expenses Not Reported on Form 990$-52,719
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
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

Filer Name
Project Return Inc
EIN
59-2612753
Phone
8139908981
Address
304 WEST WATERS AVENUE, TAMPA, FL 33604

Signing Officer

Name
President
Title
Robin Kurtzman
Phone
8139908981
Signed
2015-10-01

Organization Details

Principal Officer
Natalie Mitchels
Formed
1985
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
21
Volunteers
84

Preparer

Firm
Marsocci Appleby and Company Pa
Address
3815 WEST HUMPHREY STREET SUITE 10, TAMPA, FL 33614
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/CurrentTaxYearMinus1YearAmt0521756
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0555474
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0623701
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0601533
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02778928
IRS990ScheduleA/TotalSupportAmt03437189
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt013514
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt012891
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt012896
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt011555
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt015653
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt066509
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0286906
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0649754
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0936660
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0-52719
IRS990ScheduleD/DonatedServicesUseFcltsAmt0-52719
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0210648
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0210648
IRS990ScheduleD/ExpensesNotReportedAmt0-52719
IRS990ScheduleD/ExpensesSubtotalAmt0649210
IRS990ScheduleD/LandGrp/BookValueAmt0194901
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0194901
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt024945
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt024945
IRS990ScheduleD/RevenueNotReportedAmt0-52719
IRS990ScheduleD/RevenueSubtotalAmt0634918
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0481807
IRS990ScheduleD/TotalExpensesPerForm990Amt0649210
IRS990ScheduleD/TotalRevenuePerForm990Amt0634918
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0582199
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0596491
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
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IRS990/TotalAssetsGrp/EOYAmt0966526
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0476464
IRS990/TotalEmployeeCnt021
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06283
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09434
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0633493
IRS990/TotalFunctionalExpensesGrp/TotalAmt0649210
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt040111
IRS990/TotalLiabilitiesEOYAmt049150
IRS990/TotalLiabilitiesGrp/BOYAmt040111
IRS990/TotalLiabilitiesGrp/EOYAmt049150
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0931668
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0917376
IRS990/TotalOtherProgSrvcExpenseAmt017020
IRS990/TotalProgramServiceExpensesAmt0633493
IRS990/TotalProgramServiceRevenueAmt0143188
IRS990/TotalRevenueGrp/ExclusionAmt015266
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0143188
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0634918
IRS990/TotalVolunteersCnt084
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0971779
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0966526
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0931668
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0917376
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0304 WEST WATERS AVENUE
IRS990/USAddress/CityNm0TAMPA
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033604
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0PROJECTRETURN.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ROBIN KURTZMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08139908981
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT RETURN INC
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0592612753
ReturnHeader/Filer/PhoneNum08139908981
ReturnHeader/Filer/USAddress/AddressLine1Txt0304 WEST WATERS AVENUE
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033604
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463981960
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARSOCCI APPLEBY AND COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03815 WEST HUMPHREY STREET SUITE 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033614
ReturnHeader/PreparerPersonGrp/PhoneNum08139322116
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD L APPLEBY
ReturnHeader/ReturnTs02015-10-19T09:45:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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