Civic Intelligence

Tomoka Heights Activities Organization

990EZ • Fiscal year 2021 • EIN 59-3066936

Jan 01, 2021 to Dec 31, 2021 • Filed on Jan 11, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

71st percentile

23%

Higher net margin than 71% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

84th percentile

36%

Faster asset growth than 84% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

60%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$52,969

Up $14,090 (+36%) from 2020

Net Assets

Up

$52,969

Up $14,090 (+36%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Up

$62,295

Up $23,419 (+60%) from 2020

Expenses

Down

$48,205

Down $2,878 (-5.6%) from 2020

Net Income

Up

$14,090

Up $26,297 (+215%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

2021

Assets$52,969
Liabilities-
Net Assets$52,969
Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

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

2021

Revenue$62,295
Expenses$48,205
Net Income$14,090
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jan 11, 2022
Return Version
2021v4.0
Gross Receipts
$68,105
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-$13,133
PROVIDED SCHOLARSHIPS TO 10 GRADUATING LAKE PLACID HIGH SCHOOL SENIORS-$13,000
PROVIDED HOLIDAY PARTIES AND SOCIAL EVENTS FOR 300 PEOPLE-$11,229
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN B WHITTINGTONTreasurer-$0--
DARLENE LUEKENPresidentPT$0--
PAMELA BARDON1st Vice CHAPT$0--
JACKIE LESSIG2nd Vice CHA-$0--
LOIS KINGSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rummage Sale$50,282$50,282-$50,282
Total Events$50,282$50,282$875$49,407
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
2022-01-11
Discuss with paid preparer
Yes

Preparer

Firm
Lisa Sherman CPA Pa
Address
220 DAL HALL BLVD, LAKE PLACID, FL 33852
Preparer
Lisa Sherman
Phone
8634652835
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses scholarships 13,000 furniture & fixtures 13,133 social event expenses 11,229 miscellaneous 2,200 total 39,562”

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 Appendix123 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KAREN B WHITTINGTON
IRS990EZ/BooksInCareOfDetail/PhoneNum08634651478
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 1387
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt050 HICKORY HILLS CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE PLACID
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033862
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038879
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052969
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010487
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014090
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038879
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052969
IRS990EZ/FundraisingGrossIncomeAmt057618
IRS990EZ/GrossReceiptsAmt068105
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038879
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052969
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038879
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052969
IRS990EZ/OccupancyRentUtltsAndMaintAmt04557
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt27.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAREN B WHITTINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DARLENE LUEKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAMELA BARDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACKIE LESSIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LOIS KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST VICE CHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND VICE CHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039562
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/PrintingPublicationsPostageAmt03886
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/ProgramServiceExpensesAmt013000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113133
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211229
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt05810
IRS990EZ/SpecialEventsNetIncomeLossAmt051808
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048205
IRS990EZ/TotalProgramServiceExpensesAmt037362
IRS990EZ/TotalRevenueAmt062295
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0875
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RUMMAGE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt050282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050282
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt049407
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0875
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SCHOLARSHIPS 13,000 FURNITURE & FIXTURES 13,133 SOCIAL EVENT EXPENSES 11,229 MISCELLANEOUS 2,200 TOTAL 39,562
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
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN B WHITTINGTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08634651478
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOMOKA HEIGHTS ACTIVITIES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0TOMO
ReturnHeader/Filer/EIN0593066936
ReturnHeader/Filer/PhoneNum08634651478
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1387
ReturnHeader/Filer/USAddress/CityNm0LAKE PLACID
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033862
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593351972
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LISA SHERMAN CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 DAL HALL BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE PLACID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033852
ReturnHeader/PreparerPersonGrp/PhoneNum08634652835
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA SHERMAN
ReturnHeader/ReturnTs02022-01-24T07:18:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITTINGTON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,969
Liabilities
-
Net assets
$52,969
Revenue
$62,295
Expenses
$48,205
Net income
$14,090
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