Civic Intelligence

Speros P Theofilos Foundation Inc.

990PF • Fiscal year 2016 • EIN 59-3482670

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 03, 2017

127 Spring BoulevardTarpon Springs, FL 34689

(813) 920-8436

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

7th percentile

-110%

Higher net margin than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-6.0%

Faster asset growth than 33% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-58%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$156,603

Down $9,961 (-6.0%) from 2015

Net Assets

Down

$156,603

Down $9,961 (-6.0%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue

Down

$9,092

Down $12,682 (-58%) from 2015

Expenses

Down

$19,053

Down $37,075 (-66%) from 2015

Net Income

Up

-$9,961

Up $24,393 (+71%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $125,860Liabilities 2010: $02010Assets 2011: $115,303Liabilities 2011: $0Net Assets 2011: $115,3032011Assets 2012: $119,278Liabilities 2012: $0Net Assets 2012: $119,2782012Assets 2013: $102,029Liabilities 2013: $1Net Assets 2013: $102,0292013Assets 2014: $200,918Liabilities 2014: $1Net Assets 2014: $200,9182014Assets 2015: $166,564Liabilities 2015: $1Net Assets 2015: $166,5642015Assets 2016: $156,603Liabilities 2016: $0Net Assets 2016: $156,6032016Assets 2017: $148,947Liabilities 2017: $0Net Assets 2017: $148,9472017Assets 2018: $149,832Liabilities 2018: $0Net Assets 2018: $149,8322018Assets 2019: $139,227Liabilities 2019: $1Net Assets 2019: $139,2272019Assets 2020: $126,784Liabilities 2020: $1Net Assets 2020: $126,7842020Assets 2021: $121,973Liabilities 2021: $1Net Assets 2021: $121,9732021Assets 2022: $93,858Liabilities 2022: $1Net Assets 2022: $93,8582022Assets 2023: $69,889Liabilities 2023: $0Net Assets 2023: $69,8892023Assets 2024: $63,593Liabilities 2024: $0Net Assets 2024: $63,5932024

Highlighted filing

2016

Assets$156,603
Liabilities$0
Net Assets$156,603

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2010: -$78,225Expenses 2010: $31,498Net Income 2010: -$109,7232010Expenses 2011: $15,4662011Expenses 2012: $6,5852012Revenue 2013: $4,096Expenses 2013: $21,345Net Income 2013: -$17,2492013Revenue 2014: $114,434Expenses 2014: $15,545Net Income 2014: $98,8892014Revenue 2015: $21,774Expenses 2015: $56,128Net Income 2015: -$34,3542015Revenue 2016: $9,092Expenses 2016: $19,053Net Income 2016: -$9,9612016Revenue 2017: $8,527Expenses 2017: $16,183Net Income 2017: -$7,6562017Revenue 2018: $14,986Expenses 2018: $14,101Net Income 2018: $8852018Revenue 2019: $9,901Expenses 2019: $20,506Net Income 2019: -$10,6052019Revenue 2020: $11,024Expenses 2020: $23,467Net Income 2020: -$12,4432020Revenue 2021: $12,428Expenses 2021: $17,239Net Income 2021: -$4,8112021Revenue 2022: $13,730Expenses 2022: $41,845Net Income 2022: -$28,1152022Revenue 2023: $67,636Expenses 2023: $98,105Net Income 2023: -$30,4692023Revenue 2024: $21,021Expenses 2024: $27,317Net Income 2024: -$6,2962024

Highlighted filing

2016

Revenue$9,092
Expenses$19,053
Net Income-$9,961
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 3, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY THEOFILOSDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST NICHOLAS CATHEDRALGENERAL SUPPORT501(C)(3)TARPON SPRINGS, FL, US$17,230
Paid GrantST GEORGE GREEK ORTHODOX CHURCHGENERAL SUPPORT501(C)(3)NEW PORT RICHEY, FL, US$1,000
Paid GrantANNUNCIATION MONASTERYGENERAL SUPPORT501(C)(3)BISMARCK, ND, US$400
Paid GrantCOLLEGE OF THE HOLY CROSSGENERAL SUPPORT501(C)(3)WORCESTER, MA, US$100
Filing and Contact Details

Filer

Filer Name
Speros P Theofilos Foundation Inc
EIN
59-3482670
Phone
8139208436
Address
127 SPRING BOULEVARD, TARPON SPRINGS, FL 34689

Signing Officer

Name
Officer
Title
Officer
Phone
8139208436
Signed
2017-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Rivero Gordimer & Company Pa
Address
P O BOX 172359, TAMPA, FL 33672
Preparer
Sam a Lazzara
Phone
8138757774
Raw XML Appendix332 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
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THERE IS NO REQUIREMENT IN FLORIDA THAT THE FOUNDATION FILE A COPY OF ITS FORM 990-PF WITH THE FLORIDA DEPARTMENT OF REVENUE OR THE FLORIDA ATTORNEY GENERAL.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE ONLY RESTRICTION IS TO GIVE TO PUBLIC CHARITIES THAT ARE TAX EXEMPT AND NOT GIVE TO PRIVATE FOUNDATIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COLLEGE OF THE HOLY CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ANNUNCIATION MONASTERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST GEORGE GREEK ORTHODOX CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST NICHOLAS CATHEDRAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 COLLEGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17520 UNIVERSITY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt29426 LITTLE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt317 E TARPON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BISMARCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW PORT RICHEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TARPON SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd158504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234654
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334689
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018730
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012529
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012529
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt039997
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04092
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013078
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07391
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07391
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt063368
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06201
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt039997
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04092
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013078
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018730
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06201
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt070759
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt064558
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0222
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt162
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGANSTANLEY SMITHBARNEY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FLORIDA DEPARTMENT OF REVENUE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0222
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt162
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0KATHY THEOFILOS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt017877 WAYNE ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0ODESSA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033556
TaxesSchedule/TaxesDetail/Amt031
TaxesSchedule/TaxesDetail/Amt18
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX EXPENSE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt18
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0OFFICER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08139208436
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPEROS P THEOFILOS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SPER
ReturnHeader/Filer/EIN0593482670
ReturnHeader/Filer/PhoneNum08139208436
ReturnHeader/Filer/USAddress/AddressLine1Txt0127 SPRING BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0TARPON SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034689
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId009EA9D22C696881B8717E3E01823A577CF405E39
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId009EA9D22C696881B8717E3E01823A577CF405E39
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.3.213.202
ReturnHeader/FilingSecurityInformation/IPDt02017-10-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:10:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593040705
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RIVERO GORDIMER & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 172359
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033672
ReturnHeader/PreparerPersonGrp/PhoneNum08138757774
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAM A LAZZARA
ReturnHeader/ReturnTs02017-10-13T07:43:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.21$0.27$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.68$0.98$0.30
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.14$0.42$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.12$0.17$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.11$0.23$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.10$0.21$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.15$0.14$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.09$0.16$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.09$0.19$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.22$0.56$0.34
2014Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$1.14$0.16$0.99
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.21$0.17
2012Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.15
2010Summary only. Only limited summary data is available for this year.$1.26$0.00$0.78$0.31$1.10