Civic Intelligence

Sunshine Community Trust

990 • Fiscal year 2023 • EIN 87-6512468

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 18, 2024

Organization Profileunitedsouthernbank.com/sunshine-community-tru
PO Box 1925Eustis, FL 32727

(352) 483-5880

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

56th percentile

$8,155

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 19.2% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

50th percentile

3.7%

Faster asset growth than 50% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$920,769

Up $33,205 (+3.7%) from 2022

Net Assets

Up

$920,769

Up $33,205 (+3.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin96th percentile

Revenue

Down

$42,373

Down $855,069 (-95%) from 2022

Expenses

Up

$10,655

Up $777 (+7.9%) from 2022

Net Income

Down

$31,718

Down $855,846 (-96%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$1.0M$500K$0Assets 2022: $887,564Liabilities 2022: $0Net Assets 2022: $887,5642022Assets 2023: $920,769Liabilities 2023: $0Net Assets 2023: $920,7692023Assets 2024: $869,247Liabilities 2024: $0Net Assets 2024: $869,2472024

Highlighted filing

2023

Assets$920,769
Liabilities$0
Net Assets$920,769
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.0M$500K$0-$500KRevenue 2022: $897,442Expenses 2022: $9,878Net Income 2022: $887,5642022Revenue 2023: $42,373Expenses 2023: $10,655Net Income 2023: $31,7182023Revenue 2024: $34,320Expenses 2024: $50,372Net Income 2024: -$16,0522024

Highlighted filing

2023

Revenue$42,373
Expenses$10,655
Net Income$31,718
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 18, 2024
Return Version
2023v5.1
Gross Receipts
$42,373
Mission and Program Overview

Mission

To distribute the annual trust income for public educational, charitable, or benevolent uses so as to promote the well-being of the central florida community and its vicinity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$887,564$920,769▲ $33,205
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$887,564$920,769▲ $33,205
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$887,564$920,769▲ $33,205
Total Net Assets Fund Balance$887,564$920,769▲ $33,205
Total Liabilities and Net Assets / Fund Balance$887,564$920,769▲ $33,205
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseTotal
United Southern BankTrusteeFT$8,155$8,155

Board Members and Trustees

NameTitle
G Edward ClementChairman
Daniel M AndrewsVice Chair
Gregory L NelsonBoard Member
Paul W Bryan IiBoard Member
Robert C Granger JrBoard Member
Sean M ParksBoard Member
Andre NacaxeExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$1,050
Program Service Revenue
$0
Investment Income
$41,323
Other Revenue
$0
All Other Contributions
$1,050
Change in Net Assets
$31,718
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,155
Other Expenses$2,500
Total Fundraising Expense$245
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$6,116$1,794$245$8,155
Fees for Services Accounting-$2,500-$2,500
Total Functional Expenses$6,116$4,294$245$10,655
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Trustee and board members are provided a draft copy of the form 990 for their review, changes noted by trustee or board members are made as necessary, and the final form 990 is then filed upon signature of the trustee”

Form 990, Part VI, Section B, Line 12C

“Board members are required to sign a statement on a conflict of interest disclosure form affirming that such person has received a copy of the policy, has read and understands the policy, agrees to comply with the policy, understands that the community trust is charitable and in order to maintain its federal tax exemption must engage primarily in activities which accomplish its tax exempt purposes, and will disclose any relationships which may present a conflict of interest.”

Form 990, Part VI, Section B, Line 15A

“This trust has no compensated ceo's, executive directors or top management, thus there is no compensation to review.”

Form 990, Part VI, Section B, Line 15B

“United southern bank is compensated as trustee under a negotiated published fee schedule.”

Form 990, Part VI, Section C, Line 19

“Governing docs, p0licies, and financial statements are available upon request for a reasonable copying fee”

Filing and Contact Details

Filer

Filer Name
Sunshine Community Trust
EIN
87-6512468
Phone
3524835880
Address
PO BOX 1925, EUSTIS, FL 32727

Signing Officer

Name
Andre Nacaxe
Title
Executive Director
Signed
2024-08-18
Discuss with paid preparer
Yes

Organization Details

Formed
2021
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Greenlee Kurras Rice & Brown Pa
Address
627 N DONNELLY ST, MOUNT DORA, FL 32757
Preparer
John S Rice CPA
Phone
3523836300
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“OTHER ADJ = $1487”

Raw XML Appendix357 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE AND BOARD MEMBERS ARE PROVIDED A DRAFT COPY OF THE FORM 990 FOR THEIR REVIEW, CHANGES NOTED BY TRUSTEE OR BOARD MEMBERS ARE MADE AS NECESSARY, AND THE FINAL FORM 990 IS THEN FILED UPON SIGNATURE OF THE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT ON A CONFLICT OF INTEREST DISCLOSURE FORM AFFIRMING THAT SUCH PERSON HAS RECEIVED A COPY OF THE POLICY, HAS READ AND UNDERSTANDS THE POLICY, AGREES TO COMPLY WITH THE POLICY, UNDERSTANDS THAT THE COMMUNITY TRUST IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ITS TAX EXEMPT PURPOSES, AND WILL DISCLOSE ANY RELATIONSHIPS WHICH MAY PRESENT A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS TRUST HAS NO COMPENSATED CEO'S, EXECUTIVE DIRECTORS OR TOP MANAGEMENT, THUS THERE IS NO COMPENSATION TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNITED SOUTHERN BANK IS COMPENSATED AS TRUSTEE UNDER A NEGOTIATED PUBLISHED FEE SCHEDULE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCS, P0LICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR A REASONABLE COPYING FEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER ADJ = $1487
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, Line 9
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0245
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04294
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06116
IRS990/TotalFunctionalExpensesGrp/TotalAmt010655
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0887564
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0920769
IRS990/TotalProgramServiceExpensesAmt06116
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt08155
IRS990/TotalRevenueGrp/ExclusionAmt041323
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt042373
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0887564
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0920769
IRS990/TravelGrp/TotalAmt00
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0unitedsouthernbank.com/sunshine-community-tru
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andre Nacaxe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNSHINE COMMUNITY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SUNS
ReturnHeader/Filer/EIN0876512468
ReturnHeader/Filer/PhoneNum03524835880
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1925
ReturnHeader/Filer/USAddress/CityNm0EUSTIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032727
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592754585
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREENLEE KURRAS RICE & BROWN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0627 N DONNELLY ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOUNT DORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032757
ReturnHeader/PreparerPersonGrp/PhoneNum03523836300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN S RICE CPA
ReturnHeader/ReturnTs02024-08-18T06:28:32-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$920,769
Liabilities
$0
Net assets
$920,769
Revenue
$42,373
Expenses
$10,655
Net income
$31,718
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.69$0.00$8.69$0.34$0.50$0.16
2023Detailed filing. Detailed filing data is available for this year.$9.21$0.00$9.21$0.42$0.11$0.32
2022Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$8.97$0.10$8.88