Civic Intelligence

Tomoka Heights Activities Organization

990EZ • Fiscal year 2019 • EIN 59-3066936

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 21, 2020

Organization ProfileN/A
P O Box 1387Lake Placid, FL 33862

(863) 465-1478

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

65th percentile

9.9%

Higher net margin than 65% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$51,086

No earlier filing loaded for comparison.

Net Assets

$51,086

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

$56,224

No earlier filing loaded for comparison.

Expenses

$50,657

No earlier filing loaded for comparison.

Net Income

$5,567

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2019: $51,086Net Assets 2019: $51,0862019Assets 2020: $38,879Net Assets 2020: $38,8792020Assets 2021: $52,969Net Assets 2021: $52,9692021Assets 2022: $61,907Net Assets 2022: $61,9072022Assets 2023: $65,643Net Assets 2023: $65,6432023Assets 2024: $64,484Net Assets 2024: $64,4842024Assets 2025: $57,349Net Assets 2025: $57,3492025

Highlighted filing

2019

Assets$51,086
Liabilities-
Net Assets$51,086
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2019: $56,224Expenses 2019: $50,657Net Income 2019: $5,5672019Revenue 2020: $38,876Expenses 2020: $51,083Net Income 2020: -$12,2072020Revenue 2021: $62,295Expenses 2021: $48,205Net Income 2021: $14,0902021Revenue 2022: $66,345Expenses 2022: $57,407Net Income 2022: $8,9382022Revenue 2023: $56,924Expenses 2023: $53,189Net Income 2023: $3,7352023Revenue 2024: $44,497Expenses 2024: $45,656Net Income 2024: -$1,1592024Revenue 2025: $34,734Expenses 2025: $41,869Net Income 2025: -$7,1352025

Highlighted filing

2019

Revenue$56,224
Expenses$50,657
Net Income$5,567
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 21, 2020
Return Version
2019v5.0
Gross Receipts
$69,681
Mission and Program Overview

Mission

Promote the general welfare of all tomoka residents (605 residents). Plan, promote and manage social activities. Recommend rules and regulations conserning the use of all tomoka heights common area and amenities fund and acquire furniture, fixtures and equipment to improve the utility of tomoka heights common areas and amenities.

Program Services

DescriptionGrantsExpenses
PROVIDED FURNITURE, FIXTURES, EQUIPMENT AND DECORATIONS FOR CLUBHOUSE AND COMMON AREAS-$16,351
PROVIDED HOLIDAY PARTIES AND SOCIAL EVENTS FOR 300 PEOPLE-$11,401
PROVIDED SCHOLARSHIPS TO 10 GRADUATING LAKE PLACID HIGH SCHOOL SENIORS-$10,000
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN B WHITTINGTONTreasurer-$0--
LINDA NELSONChairmanPT$0--
MARGIE CARREL1st Vice CHAPT$0--
NANCY HINKLE2nd Vice CHAPT$0--
LOIS KINGSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rummage Sale$33,470$33,470$2,743$30,727
Chinese Auction$8,844$8,844-$8,844
Total Events$42,314$42,314$3,711$38,603
Filing and Contact Details

Filer

Filer Name
Tomoka Heights Activities
EIN
59-3066936
Phone
8634651478
Address
P O BOX 1387, LAKE PLACID, FL 33862

Signing Officer

Name
Karen B Whittington
Title
Treasurer
Phone
8634651478
Signed
2020-03-21
Discuss with paid preparer
Yes

Preparer

Firm
Lisa Sherman CPA Pa
Address
111 E PARK ST, LAKE PLACID, FL 33852
Preparer
Lisa Sherman
Phone
8634652835
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses conferences/meetings 3,200 scholarships 10,000 furniture & fixtures 16,351 social event expenses 11,401 professional fees 75 miscellaneous 349 total 41,376”

Form 990-ez, Part III

“Promote the general welfare of all tomoka residents (605 residents). Plan, promote and manage social activities. Recommend rules and regulations conserning the use of all tomoka heights common area and amenities fund and acquire furniture, fixtures and equipment to improve the utility of tomoka heights common areas and amenities.”

Raw XML Appendix132 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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IRS990EZ/BooksInCareOfDetail/PhoneNum08634651478
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt050 HICKORY HILLS CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE PLACID
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/FundraisingGrossIncomeAmt062181
IRS990EZ/GrossReceiptsAmt069681
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARGIE CARREL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NANCY HINKLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LOIS KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST VICE CHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND VICE CHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041376
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE GENERAL WELFARE OF ALL TOMOKA RESIDENTS (605 RESIDENTS). PLAN, PROMOTE AND MANAGE SOCIAL ACTIVITIES. RECOMMEND RULES AND REGULATIONS CONSERNING THE USE OF ALL TOMOKA HEIGHTS COMMON AREA AND AMENITIES FUND AND ACQUIRE FURNITURE, FIXTURES AND EQUIPMENT TO IMPROVE THE UTILITY OF TOMOKA HEIGHTS COMMON AREAS AND AMENITIES.
IRS990EZ/PrintingPublicationsPostageAmt05117
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SCHOLARSHIPS TO 10 GRADUATING LAKE PLACID HIGH SCHOOL SENIORS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED FURNITURE, FIXTURES, EQUIPMENT AND DECORATIONS FOR CLUBHOUSE AND COMMON AREAS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED HOLIDAY PARTIES AND SOCIAL EVENTS FOR 300 PEOPLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116351
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211401
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt048724
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050657
IRS990EZ/TotalProgramServiceExpensesAmt037752
IRS990EZ/TotalRevenueAmt056224
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03711
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RUMMAGE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHINESE AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0968
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0968
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033470
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08844
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042314
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033470
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08844
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042314
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038603
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02743
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02743
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES/MEETINGS 3,200 SCHOLARSHIPS 10,000 FURNITURE & FIXTURES 16,351 SOCIAL EVENT EXPENSES 11,401 PROFESSIONAL FEES 75 MISCELLANEOUS 349 TOTAL 41,376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROMOTE THE GENERAL WELFARE OF ALL TOMOKA RESIDENTS (605 RESIDENTS). PLAN, PROMOTE AND MANAGE SOCIAL ACTIVITIES. RECOMMEND RULES AND REGULATIONS CONSERNING THE USE OF ALL TOMOKA HEIGHTS COMMON AREA AND AMENITIES FUND AND ACQUIRE FURNITURE, FIXTURES AND EQUIPMENT TO IMPROVE THE UTILITY OF TOMOKA HEIGHTS COMMON AREAS AND AMENITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
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ReturnHeader/ReturnTs02020-03-26T17:59:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,086
Liabilities
-
Net assets
$51,086
Revenue
$56,224
Expenses
$50,657
Net income
$5,567
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$57.3$57.3$34.7$41.9$7.14
2024Detailed filing. Detailed filing data is available for this year.$64.5$64.5$44.5$45.7$1.16
2023Detailed filing. Detailed filing data is available for this year.$65.6$65.6$56.9$53.2$3.74
2022Detailed filing. Detailed filing data is available for this year.$61.9$61.9$66.3$57.4$8.94
2021Detailed filing. Detailed filing data is available for this year.$53.0$53.0$62.3$48.2$14.1
2020Detailed filing. Detailed filing data is available for this year.$38.9$38.9$38.9$51.1$12.2
2019Detailed filing. Detailed filing data is available for this year.$51.1$51.1$56.2$50.7$5.57