Liabilities / Assets
93rd percentile
Higher debt load relative to assets than 93% of similar nonprofits.
Community Trust Foundation Inc.
990EZ • Fiscal year 2016 • EIN 59-3745172
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.87x
Liabilities / Revenue
98th percentile
Higher debt load relative to revenue than 98% of similar nonprofits.
Net Margin
87th percentile
Higher net margin than 87% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$478,800
No earlier filing loaded for comparison.
Net Assets
$60,139
No earlier filing loaded for comparison.
Liabilities
$418,661
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$158,383
No earlier filing loaded for comparison.
Expenses
$100,517
No earlier filing loaded for comparison.
Net Income
$57,866
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2016 to Dec 31, 2016
- Signed
- Sep 10, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $158,383
Mission and Program Overview
Mission
Provide to support the fin literacy work
Program Services
| Description | Grants | Expenses |
|---|---|---|
| The Foundation seeks the economic empowerement and self sufficiency of the low incomes families Promote basic financial service Credit counceling Micro-enterprise dev | - | $100,517 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| David Heileman | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Community Trust Foundation Inc
- EIN
- 59-3745172
- Address
- 157 E New England Ave, Winter Park, FL 32789
Signing Officer
- Name
- David Heileman
- Title
- Treasurer
- Phone
- 4077334018
- Signed
- 2017-09-10
- Discuss with paid preparer
- No
Preparer
- Firm
- Angel J Agostini CPA
- Address
- 9241 Telfer Run, Orlando, FL 32817
- Preparer
- Angel J Agostini CPA
- Phone
- 4076722181
Supplemental Narrative
Additional Explanations
List of grants and similar amounts paid Part I line 10
“Activity Hope Community Center Street 157 E New England City, State, Zip Winter Park, FL 32789Amount 25,000Activity Consumer Credit Street 157 E New England City, State, Zip Winter Park, FL 32789Amount 10,000Activity Funeral Expenses Street 157 E New England City, State, Zip Winter Park, FL 32789Amount 3,000Activity Social Coordinator Street 157 E New England City, State, Zip Winter Park, FL 32789Amount 1,000Activity Assistance Loan Payments Street 157 E New England City, State, Zip Winter Park, FL 32789Amount 1,623”
Description of other expenses Part I line 16
“Description AmountAdministrative expenses 16,036Maintenance expenses 4,526Taxes 13,538Interest and bank charges 25,794”
Other changes in net assets or fund balances Part I line 20
“Description AmountNet assets or fund balance b o y 2,273”
Description of total liabilities Part II line 26
“Category Beginning of Year End of YearNotes and accounts payable 0 418,661”
Raw XML Appendix120 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | David Heileman |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4077334018 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 157 E New England Ave 250 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Winter Park |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 32789 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 478800 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 85000 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 57866 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 478800 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 40623 |
| IRS990EZ/GrossReceiptsAmt | 0 | 158383 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 73383 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 60139 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 60139 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | David Heileman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Treasurer |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 2273 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 59894 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Provide to support the fin literacy work |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | The Foundation seeks the economic empowerement and self sufficiency of the low incomes families Promote basic financial service Credit counceling Micro-enterprise dev |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 100517 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 418661 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 100517 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 100517 |
| IRS990EZ/TotalRevenueAmt | 0 | 158383 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleA/CommunityTrustInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 85000 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 85000 |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 85000 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 85000 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 85000 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 85000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Activity Hope Community Center Street 157 E New England City, State, Zip Winter Park, FL 32789Amount 25,000Activity Consumer Credit Street 157 E New England City, State, Zip Winter Park, FL 32789Amount 10,000Activity Funeral Expenses Street 157 E New England City, State, Zip Winter Park, FL 32789Amount 3,000Activity Social Coordinator Street 157 E New England City, State, Zip Winter Park, FL 32789Amount 1,000Activity Assistance Loan Payments Street 157 E New England City, State, Zip Winter Park, FL 32789Amount 1,623 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description AmountAdministrative expenses 16,036Maintenance expenses 4,526Taxes 13,538Interest and bank charges 25,794 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description AmountNet assets or fund balance b o y 2,273 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Category Beginning of Year End of YearNotes and accounts payable 0 418,661 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other changes in net assets or fund balances Part I line 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Description of total liabilities Part II line 26 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | David Heileman |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4077334018 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-09-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Community Trust Foundation Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | COMM |
| ReturnHeader/Filer/EIN | 0 | 593745172 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 157 E New England Ave |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Winter Park |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 32789 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 8BA1D8CA49DF5E6FE2D346FE071A17B583FDAA1A |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 8BA1D8CA49DF5E6FE2D346FE071A17B583FDAA1A |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 5071562017253wrsp41t |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2017-09-10 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 72.238.49.100 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-09-10 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 19:54:59 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 472843701 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Angel J Agostini CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 9241 Telfer Run |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Orlando |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 32817 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4076722181 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-09-10 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Angel J Agostini CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2017-09-10T11:12:34-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-12-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $478,800
- Liabilities
- $418,661
- Net assets
- $60,139
- Revenue
- $158,383
- Expenses
- $100,517
- Net income
- $57,866