Civic Intelligence

Holiday Rotary Endowment Fund Inc.

990EZ • Fiscal year 2020 • EIN 59-3393304

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 28, 2020

Organization ProfileN/A
PO Box 3663Holiday, FL 34690

(727) 847-2277

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

5th percentile

-208%

Higher net margin than 5% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

8th percentile

-52%

Faster asset growth than 8% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-83%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$22,804

Down $25,046 (-52%) from 2019

Net Assets

Down

$22,804

Down $25,046 (-52%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$10,263

Down $51,109 (-83%) from 2019

Expenses

Down

$31,609

Down $35,376 (-53%) from 2019

Net Income

Down

-$21,346

Down $15,733 (-280%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$100K$50K$0Assets 2011: $44,762Liabilities 2011: $02011Assets 2012: $53,124Liabilities 2012: $02012Assets 2013: $63,593Liabilities 2013: $02013Assets 2014: $68,941Liabilities 2014: $02014Assets 2015: $67,035Liabilities 2015: $02015Assets 2016: $85,113Liabilities 2016: $02016Assets 2017: $66,428Liabilities 2017: $02017Assets 2018: $76,657Net Assets 2018: $76,6572018Assets 2019: $47,850Net Assets 2019: $47,8502019Assets 2020: $22,804Net Assets 2020: $22,8042020Assets 2021: $20,120Net Assets 2021: $20,1202021

Highlighted filing

2020

Assets$22,804
Liabilities-
Net Assets$22,804
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

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

$100K$50K$0-$50KRevenue 2011: $25,573Expenses 2011: $19,717Net Income 2011: $5,8562011Revenue 2012: $48,852Expenses 2012: $40,490Net Income 2012: $8,3622012Revenue 2013: $49,570Expenses 2013: $39,101Net Income 2013: $10,4692013Revenue 2014: $51,840Expenses 2014: $46,493Net Income 2014: $5,3472014Revenue 2015: $43,313Expenses 2015: $45,219Net Income 2015: -$1,9062015Revenue 2016: $66,240Expenses 2016: $53,024Net Income 2016: $13,2162016Revenue 2017: $59,298Expenses 2017: $77,983Net Income 2017: -$18,6852017Revenue 2018: $57,238Expenses 2018: $47,009Net Income 2018: $10,2292018Revenue 2019: $61,372Expenses 2019: $66,985Net Income 2019: -$5,6132019Revenue 2020: $10,263Expenses 2020: $31,609Net Income 2020: -$21,3462020Revenue 2021: $8,203Expenses 2021: $10,720Net Income 2021: -$2,5172021

Highlighted filing

2020

Revenue$10,263
Expenses$31,609
Net Income-$21,346
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 28, 2020
Return Version
2019v5.0
Gross Receipts
$10,263
Mission and Program Overview

Mission

Sponsor various groups such as interact club, adopt a student, rotary foundation, gulf high school, safety town, food for the needy, pregnancy center, lighthouse for the blind, boys & girls club, chamber of commerce, teacher of the year, cancer societies and salvation army.

Program Services

DescriptionGrantsExpenses
SPONSOR LOCAL PROGRAMS AND PROVIDE SUPPORT FOR ROTARY INTERNATIONAL$25,648$25,648
SEE MISSION STATEMENT--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA VANCESecretary-$0--
RONALD TAYLORTreasurer-$0--
DECLAN MANSFIELDVice Chair-$0--
HELGA KERIGANTrustee-$0--
DREW WALESTrustee-$0--
JACKIE BASAKTrustee-$0--
KEVIN PASOUREKTrustee-$0--
SHERRY JACKSONTrustee-$0--
ANGELA DIMATTEIChairperson-$0--
Filing and Contact Details

Filer

Filer Name
Holiday Rotary Endowment Fund Inc
EIN
59-3393304
Address
PO BOX 3663, HOLIDAY, FL 34690

Signing Officer

Name
Angela Dimattei
Title
Chairperson
Signed
2020-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Larry C Schalles CPA Pa
Address
5320 MAIN STREET, NEW PORT RICHEY, FL 34652
Preparer
Larry C Schalles
Phone
7278472277
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: various charities cash contribution: 25,648”

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 83 bank fees 575 baskets 1,752 supplies 265 taxes and licenses 136 total 2,811”

Form 990-ez, Part I, Line 20

“OTHER DECREASES -3,700”

Form 990-ez, Part III

“Sponsor various groups such as interact club, adopt a student, rotary foundation, gulf high school, safety town, food for the needy, pregnancy center, lighthouse for the blind, boys & girls club, chamber of commerce, teacher of the year, cancer societies and salvation army.”

Form 990-ez, Part III, Line 31

“Sponsor local programs and provide support for rotary international”

Raw XML Appendix158 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/USAddress/CityNm0NEW PORT RICHEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034652
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047850
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDA VANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RONALD TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DECLAN MANSFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HELGA KERIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DREW WALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JACKIE BASAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KEVIN PASOUREK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SHERRY JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ANGELA DIMATTEI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CHAIRPERSON
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-3700
IRS990EZ/OtherExpensesTotalAmt02811
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SPONSOR VARIOUS GROUPS SUCH AS INTERACT CLUB, ADOPT A STUDENT, ROTARY FOUNDATION, GULF HIGH SCHOOL, SAFETY TOWN, FOOD FOR THE NEEDY, PREGNANCY CENTER, LIGHTHOUSE FOR THE BLIND, BOYS & GIRLS CLUB, CHAMBER OF COMMERCE, TEACHER OF THE YEAR, CANCER SOCIETIES AND SALVATION ARMY.
IRS990EZ/PrintingPublicationsPostageAmt01065
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE MISSION STATEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPONSOR LOCAL PROGRAMS AND PROVIDE SUPPORT FOR ROTARY INTERNATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025648
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025648
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031609
IRS990EZ/TotalProgramServiceExpensesAmt025648
IRS990EZ/TotalRevenueAmt010263
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt061372
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt057238
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt059298
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt010263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt061372
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt057238
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt059298
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt066240
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0254411
IRS990ScheduleA/TotalSupportAmt0254411
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: VARIOUS CHARITIES CASH CONTRIBUTION: 25,648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 83 BANK FEES 575 BASKETS 1,752 SUPPLIES 265 TAXES AND LICENSES 136 TOTAL 2,811
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER DECREASES -3,700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SPONSOR VARIOUS GROUPS SUCH AS INTERACT CLUB, ADOPT A STUDENT, ROTARY FOUNDATION, GULF HIGH SCHOOL, SAFETY TOWN, FOOD FOR THE NEEDY, PREGNANCY CENTER, LIGHTHOUSE FOR THE BLIND, BOYS & GIRLS CLUB, CHAMBER OF COMMERCE, TEACHER OF THE YEAR, CANCER SOCIETIES AND SALVATION ARMY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SPONSOR LOCAL PROGRAMS AND PROVIDE SUPPORT FOR ROTARY INTERNATIONAL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/Filer/EIN0593393304
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ReturnHeader/Filer/USAddress/CityNm0HOLIDAY
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593155692
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05320 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW PORT RICHEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034652
ReturnHeader/PreparerPersonGrp/PhoneNum07278472277
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY C SCHALLES
ReturnHeader/ReturnTs02020-11-10T11:21:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,804
Liabilities
-
Net assets
$22,804
Revenue
$10,263
Expenses
$31,609
Net income
-$21,346
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$20.1$20.1$8.20$10.7$2.52
2020Detailed filing. Detailed filing data is available for this year.$22.8$22.8$10.3$31.6$21.3
2019Detailed filing. Detailed filing data is available for this year.$47.9$47.9$61.4$67.0$5.61
2018Detailed filing. Detailed filing data is available for this year.$76.7$76.7$57.2$47.0$10.2
2017Summary only. Only limited summary data is available for this year.$66.4$0.00$59.3$78.0$18.7
2016Summary only. Only limited summary data is available for this year.$85.1$0.00$66.2$53.0$13.2
2015Summary only. Only limited summary data is available for this year.$67.0$0.00$43.3$45.2$1.91
2014Summary only. Only limited summary data is available for this year.$68.9$0.00$51.8$46.5$5.35
2013Summary only. Only limited summary data is available for this year.$63.6$0.00$49.6$39.1$10.5
2012Summary only. Only limited summary data is available for this year.$53.1$0.00$48.9$40.5$8.36
2011Summary only. Only limited summary data is available for this year.$44.8$0.00$25.6$19.7$5.86