Civic Intelligence

Citrus County Veterans Foundation Inc.

990EZ • Fiscal year 2017 • EIN 65-1232139

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 27, 2018

3600 W Sovereign Path No 180Lecanto, FL 34461-7718

(352) 489-7304

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

108%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$39,502

Up $5,714 (+17%) from 2016

Net Assets

$39,502

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$50,008

Up $25,991 (+108%) from 2016

Expenses

Up

$33,913

Up $14,806 (+77%) from 2016

Net Income

Up

$16,095

Up $11,185 (+228%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $7,828Liabilities 2011: $6782011Assets 2012: $12,633Liabilities 2012: $02012Assets 2013: $15,909Liabilities 2013: $0Net Assets 2013: $15,9092013Assets 2014: $22,554Liabilities 2014: $0Net Assets 2014: $22,5542014Assets 2015: $28,878Liabilities 2015: $0Net Assets 2015: $28,8782015Assets 2016: $33,788Liabilities 2016: $02016Assets 2017: $39,502Liabilities 2017: $0Net Assets 2017: $39,5022017Assets 2018: $45,111Liabilities 2018: $02018Assets 2019: $29,115Liabilities 2019: $0Net Assets 2019: $29,1152019Assets 2020: $46,726Liabilities 2020: $02020Assets 2021: $55,017Liabilities 2021: $0Net Assets 2021: $55,0172021Assets 2022: $55,622Liabilities 2022: $02022Assets 2023: $95,858Net Assets 2023: $95,8582023Assets 2024: $118,271Liabilities 2024: $02024Assets 2025: $181,306Net Assets 2025: $181,3062025

Highlighted filing

2017

Assets$39,502
Liabilities$0
Net Assets$39,502

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $23,521Expenses 2011: $18,566Net Income 2011: $4,9552011Revenue 2012: $28,109Expenses 2012: $22,626Net Income 2012: $5,4832012Revenue 2013: $24,080Expenses 2013: $20,804Net Income 2013: $3,2762013Revenue 2014: $25,036Expenses 2014: $18,391Net Income 2014: $6,6452014Revenue 2015: $30,435Expenses 2015: $24,111Net Income 2015: $6,3242015Revenue 2016: $24,017Expenses 2016: $19,107Net Income 2016: $4,9102016Revenue 2017: $50,008Expenses 2017: $33,913Net Income 2017: $16,0952017Revenue 2018: $49,936Expenses 2018: $36,513Net Income 2018: $13,4232018Revenue 2019: $49,640Expenses 2019: $65,636Net Income 2019: -$15,9962019Revenue 2020: $44,592Expenses 2020: $26,981Net Income 2020: $17,6112020Revenue 2021: $36,570Expenses 2021: $28,279Net Income 2021: $8,2912021Revenue 2022: $40,478Expenses 2022: $39,873Net Income 2022: $6052022Revenue 2023: $79,740Expenses 2023: $39,504Net Income 2023: $40,2362023Revenue 2024: $76,073Expenses 2024: $53,658Net Income 2024: $22,4152024Revenue 2025: $105,758Expenses 2025: $42,725Net Income 2025: $63,0332025

Highlighted filing

2017

Revenue$50,008
Expenses$33,913
Net Income$16,095
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 27, 2018
Return Version
2016v3.0
Gross Receipts
$59,982
Mission and Program Overview

Mission

To support the needs of citrus county veterans

Program Services

DescriptionGrantsExpenses
TO SERVE AS A VOLUNTARY FINDRAISING AND EDUCATIONAL ARM IN SUPPORT OF THE CITRUS COUNTY VETERANS SERVICE OFFICE. TO PROVIDE VETERANS WITH ACCESS TO AN ACCOUNT FROM WHICH TO DISPENSE SHORT TERM FUNDS TO COVER EMERGENCY EXPENSES FOR ELIGIBLE VETERANS OR SURVIVING SPOUSES. THE MOST COMMON NEEDS ARE RELATED TO ENERGY BILLS, RENT AND TRANSPORTATION.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLTON MCLEODPresident-$0--
CURTIS EBITZVice President-$0--
VICKI PHILLIPSSecretary-$0--
THOMAS GREENTreasurer-$0--
JJ KENNYDirector-$0--
BARBARA MILLSDirector-$0--
JANICE WARRENDirector-$0--
ROBERT HUSCHERDirector-$0--
KIMBERLY MENSTER-STIBBSDirector-$0--
RICHARD HUNTDirector-$0--
RONALD LUNDBERGDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flag Fund Raiser$26,116$26,116$4,344$21,772
Golf Tournament$16,001$16,001$5,630$10,371
Total Events$42,117$42,117$9,974$32,143
Filing and Contact Details

Filer

Filer Name
Citrus County Veterans Foundation Inc
EIN
65-1232139
Phone
3524897304
Address
3600 W Sovereign Path No 180, Lecanto, FL 34461-7718

Signing Officer

Name
Thomas Green
Title
Treasurer
Phone
3524897304
Signed
2018-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Wardlow & Cash Pa
Address
450 PLEASANT GROVE ROAD, INVERNESS, FL 34452
Preparer
Robert C Wardlow Iii
Phone
3527268130
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Grant Expenses. Amount: 33,310. Description: BUSINESS REGISTRATION. Amount: 61. Total to Form 990-EZ, line 16: 33,371.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: FUNDS TRANSFER. Amount: -10,381.

Raw XML Appendix220 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum03524897304
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEVERLY HILLS
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034465
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARLTON MCLEOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CURTIS EBITZ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS GREEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-10381
IRS990EZ/OtherExpensesTotalAmt033371
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE NEEDS OF CITRUS COUNTY VETERANS
IRS990EZ/PrintingPublicationsPostageAmt082
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SERVE AS A VOLUNTARY FINDRAISING AND EDUCATIONAL ARM IN SUPPORT OF THE CITRUS COUNTY VETERANS SERVICE OFFICE. TO PROVIDE VETERANS WITH ACCESS TO AN ACCOUNT FROM WHICH TO DISPENSE SHORT TERM FUNDS TO COVER EMERGENCY EXPENSES FOR ELIGIBLE VETERANS OR SURVIVING SPOUSES. THE MOST COMMON NEEDS ARE RELATED TO ENERGY BILLS, RENT AND TRANSPORTATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt050008
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08430
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0187519
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09974
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FLAG FUND RAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026116
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016001
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Grant Expenses. Amount: 33,310. Description: BUSINESS REGISTRATION. Amount: 61. Total to Form 990-EZ, line 16: 33,371.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: FUNDS TRANSFER. Amount: -10,381.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS GREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03524897304
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Citrus County Veterans Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0CITR
ReturnHeader/Filer/EIN0651232139
ReturnHeader/Filer/PhoneNum03524897304
ReturnHeader/Filer/USAddress/AddressLine1Txt03600 W Sovereign Path No 180
ReturnHeader/Filer/USAddress/CityNm0Lecanto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0344617718
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId055A2E67E6F581BE5A5A3638158FB4B02A53C563B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.173.155.194
ReturnHeader/FilingSecurityInformation/IPDt02018-02-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:41:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591638720
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARDLOW & CASH PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 PLEASANT GROVE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INVERNESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034452
ReturnHeader/PreparerPersonGrp/PhoneNum03527268130
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT C WARDLOW III
ReturnHeader/ReturnTs02018-02-27T14:24:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.81$1.81$1.06$0.43$0.63
2024Summary only. Only limited summary data is available for this year.$1.18$0.00$0.76$0.54$0.22
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.96$0.80$0.40$0.40
2022Summary only. Only limited summary data is available for this year.$0.56$0.00$0.40$0.40$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.37$0.28$0.08
2020Summary only. Only limited summary data is available for this year.$0.47$0.00$0.45$0.27$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.50$0.66$0.16
2018Summary only. Only limited summary data is available for this year.$0.45$0.00$0.50$0.37$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.50$0.34$0.16
2016Summary only. Only limited summary data is available for this year.$0.34$0.00$0.24$0.19$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.30$0.24$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.25$0.18$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.24$0.21$0.03
2012Summary only. Only limited summary data is available for this year.$0.13$0.00$0.28$0.23$0.05
2011Summary only. Only limited summary data is available for this year.$0.08$0.01$0.24$0.19$0.05