Civic Intelligence

Good Samaritan Fund and Services of Greater Sun City Center Inc.

990 • Fiscal year 2018 • EIN 59-2615679

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 06, 2019

1207 N Pebble Beach BlvdSun City Center, FL 33573

(813) 634-9283

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

40th percentile

0.0%

Higher net margin than 40% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

46th percentile

-0.0%

Faster asset growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-23%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,169,792

Down $103 (-0.0%) from 2017

Net Assets

Up

$1,169,156

Up $71 (+0.0%) from 2017

Liabilities

Down

$636

Down $174 (-21%) from 2017

Revenue

Down

$236,423

Down $70,974 (-23%) from 2017

Expenses

Down

$236,352

Down $5,568 (-2.3%) from 2017

Net Income

Down

$71

Down $65,406 (-100%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $870,189Liabilities 2011: $0Net Assets 2011: $870,1892011Assets 2012: $958,772Liabilities 2012: $0Net Assets 2012: $958,7722012Assets 2013: $994,637Liabilities 2013: $0Net Assets 2013: $994,6372013Assets 2014: $931,004Liabilities 2014: $0Net Assets 2014: $931,0042014Assets 2015: $1,179,507Liabilities 2015: $0Net Assets 2015: $1,179,5072015Assets 2016: $1,174,489Liabilities 2016: $0Net Assets 2016: $1,174,4892016Assets 2017: $1,169,895Liabilities 2017: $810Net Assets 2017: $1,169,0852017Assets 2018: $1,169,792Liabilities 2018: $636Net Assets 2018: $1,169,1562018Assets 2019: $1,252,981Liabilities 2019: $2,094Net Assets 2019: $1,250,8872019Assets 2020: $1,423,292Liabilities 2020: $0Net Assets 2020: $1,423,2922020Assets 2021: $1,503,582Liabilities 2021: $0Net Assets 2021: $1,503,5822021Assets 2022: $1,460,106Liabilities 2022: $0Net Assets 2022: $1,460,1062022Assets 2023: $1,845,607Liabilities 2023: $0Net Assets 2023: $1,845,6072023Assets 2024: $1,940,395Liabilities 2024: $0Net Assets 2024: $1,940,3952024Assets 2025: $2,368,973Liabilities 2025: $0Net Assets 2025: $2,368,9732025

Highlighted filing

2018

Assets$1,169,792
Liabilities$636
Net Assets$1,169,156

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $219,399Expenses 2011: $168,106Net Income 2011: $51,2932011Revenue 2012: $251,062Expenses 2012: $162,479Net Income 2012: $88,5832012Revenue 2013: $200,562Expenses 2013: $164,697Net Income 2013: $35,8652013Revenue 2014: $92,710Expenses 2014: $156,343Net Income 2014: -$63,6332014Revenue 2015: $145,458Expenses 2015: $143,934Net Income 2015: $1,5242015Revenue 2016: $102,387Expenses 2016: $147,187Net Income 2016: -$44,8002016Revenue 2017: $307,397Expenses 2017: $241,920Net Income 2017: $65,4772017Revenue 2018: $236,423Expenses 2018: $236,352Net Income 2018: $712018Revenue 2019: $312,823Expenses 2019: $231,092Net Income 2019: $81,7312019Revenue 2020: $376,048Expenses 2020: $203,643Net Income 2020: $172,4052020Revenue 2021: $266,169Expenses 2021: $185,879Net Income 2021: $80,2902021Revenue 2022: $212,276Expenses 2022: $255,752Net Income 2022: -$43,4762022Revenue 2023: $700,834Expenses 2023: $315,333Net Income 2023: $385,5012023Revenue 2024: $373,242Expenses 2024: $278,454Net Income 2024: $94,7882024Revenue 2025: $636,867Expenses 2025: $273,091Net Income 2025: $363,7762025

Highlighted filing

2018

Revenue$236,423
Expenses$236,352
Net Income$71
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 6, 2019
Return Version
2018v3.1
Gross Receipts
$490,355
Mission and Program Overview

Mission

To provide health and safety, to insure independent living through providing support services for sun city center, florida residents including transportation, coordination of meals on wheels andalzheimer respite assistance.

Support services for sun city center florida residents including transportation, coordination of meals on wheels and alzheimer respite assistance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$705,449$698,943▼ $6,506
Land, Buildings, and Equipment, Net$319,896$290,381▼ $29,515
Cash and Non-Interest-Bearing Accounts$105,958$134,201▲ $28,243
Total Assets$1,169,895$1,169,792▼ $103
Other Assets Total$38,592$46,267▲ $7,675
Liabilities
Other Liabilities$810$636▼ $174
Total Liabilities$810$636▼ $174
Net Assets / Fund Balance
Unrestricted Net Assets$1,169,085$1,169,156▲ $71
Total Net Assets Fund Balance$1,169,085$1,169,156▲ $71
Total Liabilities and Net Assets / Fund Balance$1,169,895$1,169,792▼ $103

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$290,381$136,643$427,024
Compensation and Service Providers

Board Members and Trustees

NameTitle
Leila LeverettPresident
Charles CramerDirector
Howard BrownDirector
John MayokaDirector
Merton C DwyerDirector
Dolores BerensDirector - a
Linda CorbinDirector - M
Bruce FraserSecretary
Carrie Van GelderTreasurer
Julie FloydVP
Revenue and Support

Revenue Composition

Contributions and Grants
$193,493
Program Service Revenue
$78,522
Investment Income
$-41,336
Other Revenue
$5,744
All Other Contributions
$193,493
Change in Net Assets
$71
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$204,442
Salaries, Compensation, and Employee Benefits$31,910
Total Fundraising Expense$4,625
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$59,942$2,229$252$62,423
Depreciation Depletion$29,973$246$61$30,280
Other Salaries and Wages$27,720$1,095$274$29,089
All Other Expenses$9,363$941$61$10,365
Occupancy$6,711$283$71$7,065
Other Expenses$4,367$183$46$4,367
Advertising--$3,796$3,796
Office Expenses$3,382$142$36$3,560
Payroll Taxes$2,680$113$28$2,821
Fees for Services Accounting-$2,000-$2,000
Fees for Services Other-$600-$600
Total Functional Expenses$223,895$7,832$4,625$236,352
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,335
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Charges$636
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
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

Form 990 is provided to all members of the board

Form 990, Page 6, Part VI, Line 15A

Annual review and performance evaluation by the board.

Form 990, Page 6, Part VI, Line 15B

Annual review and evaluation of performance by the board.

Form 990, Page 6, Part VI, Line 19

Available upon request at office during normal hours.

Filing and Contact Details

Filer

Filer Name
Good Samaritan Fund & Services of
EIN
59-2615679
Phone
8136349283
Address
1207 N PEBBLE BEACH BLVD, SUN CITY CENTER, FL 33573

Signing Officer

Name
Leila Leverett
Title
President
Phone
8136349283
Signed
2019-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leila Leverett
Formed
1985
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
4
Volunteers
180

Preparer

Firm
Lanese & Associates Inc
Address
823 CYPRESS VILLAGE BLVD, SUN CITY CENTER, FL 33573
Preparer
Karen B Lanese CPA
Phone
8136349296
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To provide health and safety, to insure independent living through providing support services for sun city center florida residents including transportation, coordination of meals on wheels and alzheimer respite assistance.

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

Depreciation of assets related to exempt purpose.

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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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IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDING RESPITE SERVICE SUPPORT FOR ALZHEIMER'S CAREGIVERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt015728
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt031749
IRS990/ProgSrvcAccomActyOtherGrp/Desc0DEPRECIATION OF ASSETS RELATED TO EXEMPT PURPOSE.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0167306
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt068947
IRS990/PYOtherExpensesAmt0212326
IRS990/PYOtherRevenueAmt04099
IRS990/PYProgramServiceRevenueAmt067045
IRS990/PYRevenuesLessExpensesAmt065477
IRS990/PYSalariesCompEmpBnftPaidAmt029594
IRS990/PYTotalExpensesAmt0241920
IRS990/PYTotalRevenueAmt0307397
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt071
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0193493
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0167306
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt061236
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0102983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt036082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0561100
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014869
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014674
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0919
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02537
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01567
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt034566
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0155410
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94200
IRS990ScheduleA/PublicSupportPY170Pct00.89360
IRS990ScheduleA/PublicSupportTotal170Amt0561100
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0193493
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0167306
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt061236
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0102983
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt036082
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0561100
IRS990ScheduleA/TotalSupportAmt0595666
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0290381
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0136643
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0427024
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0636
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD CHARGES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0290381
IRS990ScheduleD/TotalLiabilityAmt0636
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE HEALTH AND SAFETY, TO INSURE INDEPENDENT LIVING THROUGH PROVIDING SUPPORT SERVICES FOR SUN CITY CENTER FLORIDA RESIDENTS INCLUDING TRANSPORTATION, COORDINATION OF MEALS ON WHEELS AND ALZHEIMER RESPITE ASSISTANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEPRECIATION OF ASSETS RELATED TO EXEMPT PURPOSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL REVIEW AND PERFORMANCE EVALUATION BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL REVIEW AND EVALUATION OF PERFORMANCE BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST AT OFFICE DURING NORMAL HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01169895
IRS990/TotalAssetsEOYAmt01169792
IRS990/TotalAssetsGrp/BOYAmt01169895
IRS990/TotalAssetsGrp/EOYAmt01169792
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0193493
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04625
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07832
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0223895
IRS990/TotalFunctionalExpensesGrp/TotalAmt0236352
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0810
IRS990/TotalLiabilitiesEOYAmt0636
IRS990/TotalLiabilitiesGrp/BOYAmt0810
IRS990/TotalLiabilitiesGrp/EOYAmt0636
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01169085
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01169156
IRS990/TotalProgramServiceExpensesAmt0223895
IRS990/TotalProgramServiceRevenueAmt078522
IRS990/TotalRevenueGrp/ExclusionAmt0-43375
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt083970
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0236423
IRS990/TotalVolunteersCnt0180
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01169895
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01169792
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01169085
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01169156
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01319 IDLEWOOD DR
IRS990/USAddress/CityNm0SUN CITY CENTER
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033573
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEILA LEVERETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08136349283
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GOOD SAMARITAN FUND & SERVICES OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SUN CITY CENTER
ReturnHeader/Filer/BusinessNameControlTxt0GOOD
ReturnHeader/Filer/EIN0592615679
ReturnHeader/Filer/PhoneNum08136349283
ReturnHeader/Filer/USAddress/AddressLine1Txt01207 N PEBBLE BEACH BLVD
ReturnHeader/Filer/USAddress/CityNm0SUN CITY CENTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.64$0.27$0.36
2024Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.37$0.28$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.70$0.32$0.39
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.21$0.26$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.27$0.19$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.38$0.20$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.31$0.23$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.24$0.24$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.31$0.24$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.10$0.15$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.15$0.14$0.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.09$0.16$0.06
2013Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$0.20$0.16$0.04
2012Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.25$0.16$0.09
2011Summary only. Only limited summary data is available for this year.$0.87$0.00$0.87$0.22$0.17$0.05