STRATEGY STUDIO / PUBLIC DATA EXPLORER

SONIA PLOTNICK HEALTH FUND INC: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SONIA PLOTNICK HEALTH FUND INC (EIN 04-3701604)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-03-21
IRS object ID
202540809349201604
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-03-21T10:55:13-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043701604EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SONIA PLOTNICK HEALTH FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSONIBusinessNameControlTxt
Phone7274820216PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 530606AddressLine1Txt
CitySt PetersburgCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33747ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJo-Anne BellemerPersonNm
Person TitleTreasurerPersonTitleTxt
Phone4014816304PhoneNum
Signature2025-03-20SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd
Form8822 B AttachedYes (X)Form8822BAttachedInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website Addresssoniaplotnickhealthfund.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$82,327GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$29,257ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$1,628InvestmentIncomeAmt
Sale Of Assets Gross$0SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Gaming Gross Income$0GamingGrossIncomeAmt
Fundraising Gross Income$51,442FundraisingGrossIncomeAmt
Special Events Direct Expenses$3,785SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$47,657SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$0OtherRevenueTotalAmt
Total Revenue$78,542TotalRevenueAmt
Grants And Similar Amounts Paid$23,121GrantsAndSimilarAmountsPaidAmt
Benefits Paid To Or For Members$0BenefitsPaidToOrForMembersAmt
Salaries Other Comp Empl Bnft$0SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$0FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$0OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$340PrintingPublicationsPostageAmt
Other Expenses Total$4,921OtherExpensesTotalAmt
Total Expenses$28,382TotalExpensesAmt
Excess Or Deficit For Year$50,160ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$95,885NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$146,045NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$121,557BOYAmt
EOY$146,952EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$121,557BOYAmt
EOY$146,952EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$25,672BOYAmt
EOY$907EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$95,885BOYAmt
EOY$146,045EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeProvide financial assistance for healthcare costs, the education of lesbians studying in a healthcare field, and health-related continuing education opportunities for women.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
Medical grants issued (39 payments for 18 applicants).$15,274$15,274
Dental grants issued (4 payments for 4 applicants).$4,175$4,175
Vision grants issued (4 payments for 3 applicants).$1,823$1,823
Behavioral grants issued (4 payments for 3 applicants) and Hearing grants issued (1 payment for 1 applicant).$1,850$1,850
FieldValueIRS element (for citing)
Total Program Service Expenses$23,122TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Carol Vitelli
Chairperson10$0$0$0
Karen Johnson
Vice-chairperson10$0$0$0
Joann Stottlemeyer
Secretary10$0$0$0
Jo-Anne Bellemer
Treasurer10$0$0$0
Amy Tripi
Fund Administrator10$0$0$0
Monica Discolo
Director10$0$0$0
Krista Snyder
Director10$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Form1120 Pol Filed0Form1120PolFiledInd
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJo-Anne BellemerPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 530606AddressLine1Txt
CitySt PetersburgCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33747ZIPCd
FieldValueIRS element (for citing)
Phone7274820216PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,795CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,793CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,924CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,529CurrentTaxYearMinus1YearAmt
Current Tax Year$26,477CurrentTaxYearAmt
Total$131,518TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,045CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$875CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,590CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,875CurrentTaxYearMinus1YearAmt
Current Tax Year$54,222CurrentTaxYearAmt
Total$105,607TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37,840CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,668CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,514CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,404CurrentTaxYearMinus1YearAmt
Current Tax Year$80,699CurrentTaxYearAmt
Total$237,125TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$237,125PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$529CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,249CurrentTaxYearMinus1YearAmt
Current Tax Year$1,628CurrentTaxYearAmt
Total$3,481TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$529CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,249CurrentTaxYearMinus1YearAmt
Current Tax Year$1,628CurrentTaxYearAmt
Total$3,481TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,369CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,671CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,586CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,653CurrentTaxYearMinus1YearAmt
Current Tax Year$82,327CurrentTaxYearAmt
Total$240,606TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98553PublicSupportCY509Pct
Public Support PY5090.9888PublicSupportPY509Pct
Investment Income CY0.01447InvestmentIncomeCYPct
Investment Income PY0.0112InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Lady in Red BallEvent1Nm
Gross Receipts Event1$54,222GrossReceiptsEvent1Amt
Charitable Contri Event1$2,780CharitableContriEvent1Amt
Gross Revenue Event1$51,442GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$1,230RentFacilityCostsEvent1Amt
Food And Beverage Event1$1,393FoodAndBeverageEvent1Amt
Entertainment Event1$450EntertainmentEvent1Amt
Other Direct Expenses Event1$712OtherDirectExpensesEvent1Amt
Food And Beverage Other Events$0FoodAndBeverageOtherEventsAmt
Entertainment Other Events$0EntertainmentOtherEventsAmt
Gross Receipts Total$54,222GrossReceiptsTotalAmt
Charitable Contributions Tot$2,780CharitableContributionsTotAmt
Gross Revenue Total Events$51,442GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$1,230RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$1,393FoodAndBeverageTotalEventsAmt
Entertainment Total Events$450EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$712OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$3,785DirectExpenseSummaryEventsAmt
Net Income Summary$47,657NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 10THIS IS THE AMOUNT PAID FOR MEDICAL EXPENSES FOR APPLICANTS WHO OTHERWISE MIGHT NOT HAVE BEEN ABLE TO PAY FOR THE MEDICAL TREATMENT THEY NEEDED AND RECEIVED.
Form 990-EZ, Part I, Line 16Description;Amount^Software and internet fees;574|Insurance;580|Office supplies;53|Storage unit;2088|Licenses and permits;123|Telephone;422|Board expenses;195|Expenses to attend other promotional events;1425|AMEX Cash Rewards;-539^Total;4921^
Form 990-EZ, Part II, Line 26Description;EOY Amount^Credit card debt;907^Total;907^