Civic Intelligence

Kiwanis International K01475 Punta Gorda

990EZ • Fiscal year 2017 • EIN 59-6211042

Oct 01, 2016 to Sep 30, 2017 • Filed on Nov 15, 2017

P O Box 510777Punta Gorda, FL 33951-0777

(941) 639-2146

Siviq Scores

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

Liabilities / Assets

79th percentile

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.17x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

5th percentile

-61%

Higher net margin than 5% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

13th percentile

-27%

Faster asset growth than 13% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-46%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$27,978

Down $10,121 (-27%) from 2016

Net Assets

Down

$24,300

Down $13,423 (-36%) from 2016

Liabilities

Up

$3,678

Up $3,302 (+878%) from 2016

Revenue

Down

$22,055

Down $18,773 (-46%) from 2016

Expenses

Down

$35,478

Down $6,141 (-15%) from 2016

Net Income

Down

-$13,423

Down $12,632 (-1597%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $32,782Liabilities 2011: $1,253Net Assets 2011: $31,5292011Assets 2012: $35,498Liabilities 2012: $1,849Net Assets 2012: $33,6492012Assets 2013: $30,180Liabilities 2013: $200Net Assets 2013: $29,9802013Assets 2014: $41,072Liabilities 2014: $100Net Assets 2014: $40,9722014Assets 2015: $38,669Liabilities 2015: $155Net Assets 2015: $38,5142015Assets 2016: $38,099Liabilities 2016: $376Net Assets 2016: $37,7232016Assets 2017: $27,978Liabilities 2017: $3,678Net Assets 2017: $24,3002017Assets 2018: $27,696Liabilities 2018: $1,143Net Assets 2018: $26,5532018Assets 2019: $22,874Liabilities 2019: $1,317Net Assets 2019: $21,5572019Assets 2020: $25,580Liabilities 2020: $458Net Assets 2020: $25,1222020Assets 2021: $23,610Liabilities 2021: $564Net Assets 2021: $23,0462021

Highlighted filing

2017

Assets$27,978
Liabilities$3,678
Net Assets$24,300

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $55,855Expenses 2011: $52,760Net Income 2011: $3,0952011Revenue 2012: $58,790Expenses 2012: $56,670Net Income 2012: $2,1202012Revenue 2013: $42,419Expenses 2013: $46,088Net Income 2013: -$3,6692013Revenue 2014: $50,371Expenses 2014: $39,379Net Income 2014: $10,9922014Revenue 2015: $46,641Expenses 2015: $49,099Net Income 2015: -$2,4582015Revenue 2016: $40,828Expenses 2016: $41,619Net Income 2016: -$7912016Revenue 2017: $22,055Expenses 2017: $35,478Net Income 2017: -$13,4232017Revenue 2018: $19,128Expenses 2018: $16,875Net Income 2018: $2,2532018Revenue 2019: $17,836Expenses 2019: $22,832Net Income 2019: -$4,9962019Revenue 2020: $18,544Expenses 2020: $14,979Net Income 2020: $3,5652020Revenue 2021: $20,846Expenses 2021: $22,922Net Income 2021: -$2,0762021

Highlighted filing

2017

Revenue$22,055
Expenses$35,478
Net Income-$13,423
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$22,055
Mission and Program Overview

Mission

To serve the children of the world

Program Services

DescriptionGrantsExpenses
PROGRAM OBJECTIVES: 1) TO GIVE PRIMACY TO THE HUMAN AND SPIRITUAL, RATHER THAN TO THE MATERIAL VALUES OF LIFE. 2) TO ENCOURAGE DAILY LIVING OF THE GOLDEN RULE IN ALL HUMAN RELATIONSHIPS. 3) TO PROMOTE THE ADOPTION AND APPLICATION OF HIGHER SOCIAL, BUSINESS AND PROFESSIONAL STANDARDS. 4) TO DEVELOP, BY PRECEPT AND EXAMPLE, A MORE INTELLIGENT, AGRESSIVE AND SERVICEABLE CITIZENSHIP. 5) TO PROVIDE THROUGH KIWANIS, PRACTICAL MEANS TO FORM ENDURING FRIENDSHIPS, RENDER ALTRUISTIC SERVICE, AND BUILD BETTER COMMUNITIES. 6) TO COOPERATE IN CREATING/MAINTAINING SOUND PUBLIC OPINION AND HIGH IDEALISM WHICH MAKE POSSIBLE THE INCREASE OF RIGHTEOUS, JUSTICE, PATRIOTISM AND GOODWILL.-$19,852
TO SERVE THE CHILDREN OF THE WORLD$7,930$15,626
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIAN TAYLORPresident-$0--
LARRY TAYLORPresident --$0--
JIM FINCHSecretary-$0--
SAM SUMMERSTreasurer-$0--
MIKE RUIZDirector-$0--
GLORIA WALKERDirector-$0--
RAY ANDERSONDirector-$0--
SUSAN JONESDirector-$0--
JUSTIN GEROWDirector-$0--
MIKE HAHNDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kiwanis International K01475 Punta
EIN
59-6211042
Phone
9416392146
Address
P O BOX 510777, PUNTA GORDA, FL 33951-0777

Signing Officer

Name
Marian Taylor
Title
President
Phone
9416392146
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Summers Horner Daughtrey & Westby Cpas
Address
PO BOX 510308, PUNTA GORDA, FL 33951-0308
Preparer
Samuel C Summers
Phone
9416392146
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

Form 990-ez, part i, line 10 - payments to affiliates name and address purpose amount kiwanis international dues 5,271 3636 woodview trace indianapolis, in 46268-3196 form 990-ez, part i, line 10 - payments to others kiwanis foundation of charlotte county donation 2,659 2331 tamiami trail punta gorda, fl 33950 ------- total 7,930 =======

Form 990-ez, Part I, Line 8

Happy dollars 2,511 miscellaneous income 925 total 3,436

Form 990-ez, Part I, Line 10

SCHEDULE O 7,930 0 0

Form 990-ez, Part I, Line 16

Expenses happy dollar expenses 3,624 young children priority 1 1,931 community services exp 2,338 human & spiritual values 350 youth services expenses 3,158 sponsored youth expenses 1,896 socks for kids project 980 administrative 645 new member expense 75 conferences / conventions 900 insurance 104 meals 7,696 miscellaneous 93 state charter fees 61 storage 450 installation banquet exp 2,041 dues 548 hostess gift 300 office supplies 226 total 27,416

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 376 3,678

Form 990-ez, Part III, Line 28

Program objectives: 1) to give primacy to the human and spiritual, rather than to the material values of life. 2) to encourage daily living of the golden rule in all human relationships. 3) to promote the adoption and application of higher social, business and professional standards. 4) to develop, by precept and example, a more intelligent, agressive and serviceable citizenship. 5) to provide through kiwanis, practical means to form enduring friendships, render altruistic service, and build better communities. 6) to cooperate in creating/maintaining sound public opinion and high idealism which make possible the increase of righteous, justice, patriotism and goodwill.

Form 990-ez, Part III, Line 31

To serve the children of the world

Raw XML Appendix145 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/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIAN TAYLOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT -
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES NAME AND ADDRESS PURPOSE AMOUNT KIWANIS INTERNATIONAL DUES 5,271 3636 WOODVIEW TRACE INDIANAPOLIS, IN 46268-3196 FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO OTHERS KIWANIS FOUNDATION OF CHARLOTTE COUNTY DONATION 2,659 2331 TAMIAMI TRAIL PUNTA GORDA, FL 33950 ------- TOTAL 7,930 =======
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HAPPY DOLLARS 2,511 MISCELLANEOUS INCOME 925 TOTAL 3,436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHEDULE O 7,930 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPENSES HAPPY DOLLAR EXPENSES 3,624 YOUNG CHILDREN PRIORITY 1 1,931 COMMUNITY SERVICES EXP 2,338 HUMAN & SPIRITUAL VALUES 350 YOUTH SERVICES EXPENSES 3,158 SPONSORED YOUTH EXPENSES 1,896 SOCKS FOR KIDS PROJECT 980 ADMINISTRATIVE 645 NEW MEMBER EXPENSE 75 CONFERENCES / CONVENTIONS 900 INSURANCE 104 MEALS 7,696 MISCELLANEOUS 93 STATE CHARTER FEES 61 STORAGE 450 INSTALLATION BANQUET EXP 2,041 DUES 548 HOSTESS GIFT 300 OFFICE SUPPLIES 226 TOTAL 27,416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 376 3,678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAM OBJECTIVES: 1) TO GIVE PRIMACY TO THE HUMAN AND SPIRITUAL, RATHER THAN TO THE MATERIAL VALUES OF LIFE. 2) TO ENCOURAGE DAILY LIVING OF THE GOLDEN RULE IN ALL HUMAN RELATIONSHIPS. 3) TO PROMOTE THE ADOPTION AND APPLICATION OF HIGHER SOCIAL, BUSINESS AND PROFESSIONAL STANDARDS. 4) TO DEVELOP, BY PRECEPT AND EXAMPLE, A MORE INTELLIGENT, AGRESSIVE AND SERVICEABLE CITIZENSHIP. 5) TO PROVIDE THROUGH KIWANIS, PRACTICAL MEANS TO FORM ENDURING FRIENDSHIPS, RENDER ALTRUISTIC SERVICE, AND BUILD BETTER COMMUNITIES. 6) TO COOPERATE IN CREATING/MAINTAINING SOUND PUBLIC OPINION AND HIGH IDEALISM WHICH MAKE POSSIBLE THE INCREASE OF RIGHTEOUS, JUSTICE, PATRIOTISM AND GOODWILL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TO SERVE THE CHILDREN OF THE WORLD
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09416392146
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KIWANIS INTERNATIONAL K01475 PUNTA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 510308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PUNTA GORDA
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ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL C SUMMERS
ReturnHeader/ReturnTs02017-11-16T13:57:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

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