Civic Intelligence

Charlotte County Health Plus Charitable Trust

EIN 65-6180672 • Port Charlotte, FL

PO Box 494249Port Charlotte, FL 33949
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Higher debt load relative to assets than 43% of similar nonprofits.

$500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

45th percentile

0.00x

Higher debt load relative to revenue than 45% of similar nonprofits.

$500k-$1M nonprofits • Source year 2019

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

$500k-$1M nonprofits • Source year 2019

Top Officer Pay

60th percentile

$3,023

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

$500k-$1M nonprofits • Source year 2018

Asset Growth

29th percentile

-3.6%

Faster asset growth than 29% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-27%

Faster revenue growth than 13% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$516,813

Down $19,205 (-3.6%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue45th percentileNet Margin93rd percentile

Revenue

Down

$24,097

Down $9,010 (-27%) from 2018

Expenses

Down

$8,144

Down $50,047 (-86%) from 2018

Net Income

Up

$15,953

Up $41,037 (+164%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $497,651Liabilities 2011: $02011Assets 2012: $531,595Liabilities 2012: $02012Assets 2013: $587,082Liabilities 2013: $02013Assets 2014: $545,257Liabilities 2014: $02014Assets 2015: $539,267Liabilities 2015: $02015Assets 2016: $572,690Liabilities 2016: $0Net Assets 2016: $572,6902016Assets 2017: $562,873Liabilities 2017: $0Net Assets 2017: $562,8732017Assets 2018: $536,018Liabilities 2018: $0Net Assets 2018: $536,0182018Assets 2019: $516,813Liabilities 2019: $12019

Highlighted filing

2019

Assets$516,813
Liabilities$1
Net Assets-
Open 2019 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $12,667Expenses 2011: $33,687Net Income 2011: -$21,0202011Revenue 2012: $51,784Expenses 2012: $17,573Net Income 2012: $34,2112012Revenue 2013: $87,282Expenses 2013: $31,809Net Income 2013: $55,4732013Revenue 2014: $10,858Expenses 2014: $49,780Net Income 2014: -$38,9222014Revenue 2015: $21,691Expenses 2015: $27,679Net Income 2015: -$5,9882015Revenue 2016: $64,185Expenses 2016: $30,762Net Income 2016: $33,4232016Revenue 2017: $24,831Expenses 2017: $34,648Net Income 2017: -$9,8172017Revenue 2018: $33,107Expenses 2018: $58,191Net Income 2018: -$25,0842018Revenue 2019: $24,097Expenses 2019: $8,144Net Income 2019: $15,9532019

Highlighted filing

2019

Revenue$24,097
Expenses$8,144
Net Income$15,953
Open 2019 Filing

Filings

Most recent year

2019 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$516,813
Liabilities
$1
Net assets
-
Revenue
$24,097
Expenses
$8,144
Net income
$15,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$5.17$0.00$0.24$0.08$0.16
2018Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.33$0.58$0.25
2017Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.25$0.35$0.10
2016Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.64$0.31$0.33
2015Summary only. Only limited summary data is available for this year.$5.39$0.00$0.22$0.28$0.06
2014Summary only. Only limited summary data is available for this year.$5.45$0.00$0.11$0.50$0.39
2013Summary only. Only limited summary data is available for this year.$5.87$0.00$0.87$0.32$0.55
2012Summary only. Only limited summary data is available for this year.$5.32$0.00$0.52$0.18$0.34
2011Summary only. Only limited summary data is available for this year.$4.98$0.00$0.13$0.34$0.21
Latest Detailed Filing

The latest 2019 filing currently has summary financial data only. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 21, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBIN VAZQUEZ TRUSTEETrusteePT$3,023-$3,023
Filing and Contact Details

Filer

Filer Name
Charlotte County Health Plus Charitable Trust
EIN
65-6180672
Address
PO BOX 494249, PORT CHARLOTTE, FL 33949

Signing Officer

Name
Robin Vazquez Trustee
Title
Robin Vazquez T
Phone
9417434151
Signed
2019-02-21
Discuss with paid preparer
Yes

Preparer

Firm
Campbells Enrolled Agents & Co Inc
Address
405 Tamiami Trail, Punta Gorda, FL 33950
Preparer
Sherry D Allen Ea
Phone
9416390680
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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBIN VAZQUEZ TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt014677
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt012475
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt044260
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt044260
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt044260
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt018733
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt018733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0true
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt044260
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt044260
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt044260
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBIN VAZQUEZ TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 494249
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PORT CHARLOTTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0339494249
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09417434151
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MEALS ON WHEELS OF CHARLOTTE COUNTY
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0MEALS ON WHEELS OF CHARLOTTE COUNTY
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt044260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MEALS ON WHEELS OF CHARLOTTE COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 494249
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORT CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0339494249
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt044260
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016272
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt0988
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt027000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027715
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt044260
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011443
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt027000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt12884
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12884
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INCOME TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1SCHWAB ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12884
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0277
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1299
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt25848
TaxesSchedule/TaxesDetail/Amt0277
TaxesSchedule/TaxesDetail/Amt1299
TaxesSchedule/TaxesDetail/Amt25848
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt12017 INCOME TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt22017 FORM 5227 EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0277
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1299
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt25848
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN VAZQUEZ TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ROBIN VAZQUEZ T
ReturnHeader/BusinessOfficerGrp/PhoneNum09417434151
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE COUNTY HEALTH PLUS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0656180672
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 494249
ReturnHeader/Filer/USAddress/CityNm0PORT CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033949
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F17958A49D04C5F8EEA1CF92C3C8C1F7D253DC43
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F17958A49D04C5F8EEA1CF92C3C8C1F7D253DC43
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId065716220190684m1lj2n
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-03-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.0.10.89
ReturnHeader/FilingSecurityInformation/IPDt02019-03-09
ReturnHeader/FilingSecurityInformation/IPTm008:52:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650548143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Campbells Enrolled Agents & Co Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0405 Tamiami Trail
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Punta Gorda
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033950
ReturnHeader/PreparerPersonGrp/PhoneNum09416390680
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERRY D ALLEN EA
ReturnHeader/ReturnTs02019-03-09T07:43:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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