Civic Intelligence

Trinity Oaks Womens Association Inc

990 • Fiscal year 2018 • EIN 59-3619830

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 20, 2018

Organization ProfileTRINITYOAKSWOMENSASSOCIATION.COM
8006 Maidencane DriveTrinity, FL 34655

(727) 375-1789

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

48th percentile

1.9%

Higher net margin than 48% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

53rd percentile

2.5%

Faster asset growth than 53% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

70%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$11,092

Up $268 (+2.5%) from 2017

Net Assets

Up

$11,092

Up $268 (+2.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin48th percentile

Revenue

Up

$14,298

Up $5,907 (+70%) from 2017

Expenses

Up

$14,030

Up $4,160 (+42%) from 2017

Net Income

Up

$268

Up $1,747 (+118%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$30K$20K$10K$0Assets 2013: $12,384Liabilities 2013: $45Net Assets 2013: $12,3392013Assets 2014: $12,812Liabilities 2014: $0Net Assets 2014: $12,8122014Assets 2015: $14,976Liabilities 2015: $0Net Assets 2015: $14,9762015Assets 2016: $12,303Liabilities 2016: $0Net Assets 2016: $12,3032016Assets 2017: $10,824Liabilities 2017: $0Net Assets 2017: $10,8242017Assets 2018: $11,092Liabilities 2018: $0Net Assets 2018: $11,0922018Assets 2019: $14,741Liabilities 2019: $0Net Assets 2019: $14,7412019Assets 2020: $20,390Liabilities 2020: $0Net Assets 2020: $20,3902020Assets 2021: $19,367Net Assets 2021: $19,3672021Assets 2022: $16,449Net Assets 2022: $16,4492022

Highlighted filing

2018

Assets$11,092
Liabilities$0
Net Assets$11,092
Open 2018 Filing

Operations Trend

Revenue Growth95th percentile

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

$20K$10K$0-$10KExpenses 2013: $17,3862013Revenue 2014: $15,389Expenses 2014: $14,916Net Income 2014: $4732014Revenue 2015: $13,740Expenses 2015: $11,576Net Income 2015: $2,1642015Revenue 2016: $8,820Expenses 2016: $11,493Net Income 2016: -$2,6732016Revenue 2017: $8,391Expenses 2017: $9,870Net Income 2017: -$1,4792017Revenue 2018: $14,298Expenses 2018: $14,030Net Income 2018: $2682018Revenue 2019: $14,416Expenses 2019: $14,080Net Income 2019: $3362019Revenue 2020: $4,239Expenses 2020: $3,638Net Income 2020: $6012020Revenue 2021: $8Expenses 2021: $1,031Net Income 2021: -$1,0232021Revenue 2022: $11,845Expenses 2022: $14,833Net Income 2022: -$2,9882022

Highlighted filing

2018

Revenue$14,298
Expenses$14,030
Net Income$268
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 20, 2018
Return Version
2017v2.2
Gross Receipts
$14,298
Mission and Program Overview

Mission

The association provides money to needy families and donates gifts to families of the sick. It also provides a newsletter to all association members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$10,824$11,092▲ $268
Savings and Temporary Cash Investments$6,899$6,985▲ $86
Cash and Non-Interest-Bearing Accounts$3,925$4,107▲ $182
Total Assets$10,824$11,092▲ $268
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,824$11,092▲ $268
Total Liabilities and Net Assets / Fund Balance$10,824$11,092▲ $268
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Lillemor HansonAdvertising Chair
Janis SeabacherEvents Chair
Bobbi SasekMembership Chair
Nancy CampPresident
Eileen HolmVice President
Barbara WicketSecretary
Sue MeagherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,269
Program Service Revenue
$6,943
Investment Income
$86
Other Revenue
$0
Change in Net Assets
$268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,030
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$12,446--$12,446
Insurance-$526-$526
Office Expenses-$463-$463
Information Technology-$320-$320
Fees for Services Accounting-$275-$275
Total Functional Expenses$12,446$1,584$0$14,030
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The treasurer notifies all members of the governing body that the tax return has been completed and is available for review before the tax return is filed.”

Governing documents etc available to public Part VI line 19

“The organizations treasurer retains all governing documents and tax returns for inspection by any individual or public agency upon written request.”

Filing and Contact Details

Filer

Filer Name
Trinity Oaks Womens Assoc Inc
EIN
59-3619830
Address
8006 MAIDENCANE DRIVE, TRINITY, FL 34655

Signing Officer

Name
Sue Meagher
Title
Treasurer
Phone
7273751789
Signed
2018-07-20
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
Fl
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Wm R Demers & Co Cpas Pa
Address
8211 SR 52, HUDSON, FL 34667
Preparer
William R Demers
Phone
7278623011
Raw XML Appendix293 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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ReturnHeader/Filer/EIN0593619830
ReturnHeader/Filer/USAddress/AddressLine1Txt08006 MAIDENCANE DRIVE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUDSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034667
ReturnHeader/PreparerPersonGrp/PhoneNum07278623011
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM R DEMERS
ReturnHeader/ReturnTs02018-08-01T15:06:00-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,092
Liabilities
$0
Net assets
$11,092
Revenue
$14,298
Expenses
$14,030
Net income
$268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$16.4$11.8$14.8$2.99
2021Detailed filing. Detailed filing data is available for this year.$19.4$19.4$0.01$1.03$1.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.4$0.00$20.4$4.24$3.64$0.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$0.00$14.7$14.4$14.1$0.34
2018Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$14.3$14.0$0.27
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$0.00$10.8$8.39$9.87$1.48
2016Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$8.82$11.5$2.67
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$0.00$15.0$13.7$11.6$2.16
2014Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$15.4$14.9$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.4$0.05$12.3$17.4