Civic Intelligence

Sara'S Fund

990PF • Fiscal year 2011 • EIN 02-0607464

Jan 01, 2011 to Dec 31, 2011 • Filed on May 01, 2012

Organization Profile
PO Box 7002303-0070
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

41st percentile

-3.7%

Faster asset growth than 41% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$124,777

Down $4,755 (-3.7%) from 2010

Net Assets

Down

$124,706

Down $4,745 (-3.7%) from 2010

Liabilities

Down

$71

Down $10 (-12%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$8,113

Down $918 (-10%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$200K$150K$100K$50K$0Assets 2010: $129,532Liabilities 2010: $81Net Assets 2010: $129,4512010Assets 2011: $124,777Liabilities 2011: $71Net Assets 2011: $124,7062011Assets 2012: $119,832Liabilities 2012: $66Net Assets 2012: $119,7662012Assets 2013: $122,543Liabilities 2013: $230Net Assets 2013: $122,3132013Assets 2014: $118,375Liabilities 2014: $90Net Assets 2014: $118,2852014Assets 2015: $107,879Liabilities 2015: $44Net Assets 2015: $107,8352015Assets 2016: $103,639Liabilities 2016: $66Net Assets 2016: $103,5732016Assets 2017: $98,412Liabilities 2017: $74Net Assets 2017: $98,3382017Assets 2018: $91,766Liabilities 2018: $69Net Assets 2018: $91,6972018Assets 2019: $89,489Liabilities 2019: $89Net Assets 2019: $89,4002019Assets 2020: $88,452Liabilities 2020: $123Net Assets 2020: $88,3292020Assets 2021: $109,610Liabilities 2021: $4242021Assets 2022: $106,303Liabilities 2022: $225Net Assets 2022: $106,0782022Assets 2023: $113,397Liabilities 2023: $3072023Assets 2024: $161,505Liabilities 2024: $891Net Assets 2024: $160,6142024

Highlighted filing

2011

Assets$124,777
Liabilities$71
Net Assets$124,706
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KExpenses 2010: $9,0312010Expenses 2011: $8,1132011Expenses 2012: $9,7482012Revenue 2013: $12,569Expenses 2013: $10,022Net Income 2013: $2,5472013Revenue 2014: $4,465Expenses 2014: $8,493Net Income 2014: -$4,0282014Revenue 2015: $1,122Expenses 2015: $11,563Net Income 2015: -$10,4412015Revenue 2016: $5,029Expenses 2016: $9,785Net Income 2016: -$4,7562016Revenue 2017: $5,716Expenses 2017: $10,756Net Income 2017: -$5,0402017Revenue 2018: $3,660Expenses 2018: $10,301Net Income 2018: -$6,6412018Revenue 2019: $7,189Expenses 2019: $9,486Net Income 2019: -$2,2972019Revenue 2020: $8,460Expenses 2020: $9,531Net Income 2020: -$1,0712020Revenue 2021: $36,837Expenses 2021: $15,980Net Income 2021: $20,8572021Revenue 2022: $10,117Expenses 2022: $13,225Net Income 2022: -$3,1082022Revenue 2023: $22,199Expenses 2023: $15,187Net Income 2023: $7,0122023Revenue 2024: $63,927Expenses 2024: $16,403Net Income 2024: $47,5242024

Highlighted filing

2011

Revenue-
Expenses$8,113
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 1, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen Reed WainwrightTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTufts University School of Dental MedicineExempt PurposePublic UniversityBoston, MA, US$6,500
Paid GrantPTP Alliance Resource Partners LP (From K-1)Exempt PurposeNot ProvidedTulsa, OK, US$2
Filing and Contact Details

Filer

EIN
02-0607464
Raw XML Appendix376 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue025000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue120000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV025395
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV120253
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0MB Finl Bk-2.4%-11/14/14 (25K)
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1Standard Bank CD-2.2%-11/20/02 (20000)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue03978
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue12417
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue24737
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue311002
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue42799
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue52813
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue64347
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue72694
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue82602
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue92896
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue155084
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue165265
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV07558
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV22430
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV163400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0Alliance Resources Ptns LP (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1AT&T Inc (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2Blackrock Credit Alloc Inc Tr IV (200)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3Bristol Myers Squibb (200 & 400)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4Enterprise Products Ptns LP (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5Gallagher (Arthur J) & Co (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6General Electric Co (300)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7Healthcare Realty Trust Inc (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8Kraft Foods Inc (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9Leggett & Platt Inc (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10Lilly (Eli) & Co (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11Merck & Co Inc (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12Olin Corp (200)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13Pfizer Inc (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14Pinnacle West Cap Corp (100)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15Spectra Energy Partners LP (200)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16Strats Tr Proctor & Gamble (200)
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-4745
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice08
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount16500
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Exempt Purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10PTP Alliance Resource Partners LP (From K-1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Tufts University School of Dental Medicine
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Not Provided
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1Public University
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO Box 22027
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11One Kneeland Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Tulsa
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Boston
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode074121
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode102111
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear06502
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0404
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear106098
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted06558
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions06502
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY06154
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear06098
OtherExpensesSchedule/OtherExpenses/Description0Bank Fees
OtherExpensesSchedule/OtherExpenses/Description1MA Filing Fee
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome015
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome135
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks015
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks135
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0171
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome11
OtherIncomeSchedule2/OtherIncome/Description0UBTI - Alliance Resource Partners LP
OtherIncomeSchedule2/OtherIncome/Description1PTP Alliance Resource Partners
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0171
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome11
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0171
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks11
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue046
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue135
OtherLiabilitiesSchedule/OtherLiabilities/Description0Federal Excise Tax
OtherLiabilitiesSchedule/OtherLiabilities/Description1MA Filing Fee
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue036
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue135
TaxesSchedule/Taxes/Amount036
TaxesSchedule/Taxes/Category0Federal Excise Tax
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0020607464
ReturnHeader/Filer/Name/BusinessNameLine10Sara's Fund
ReturnHeader/Filer/NameControl0SARA
ReturnHeader/Filer/Phone05082303030
ReturnHeader/Filer/USAddress/AddressLine10PO Box 70
ReturnHeader/Filer/USAddress/City0Brockton
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode0023030070
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-05-01
ReturnHeader/Officer/Name0Stephen R Wainwright
ReturnHeader/Officer/Phone05082303030
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/EIN0263351640
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Watson Napoli Wilde & Barrett
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1025 Garden Park STE 4
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Braintree
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0021847549
ReturnHeader/Preparer/Name0Russell G Wilde CPA
ReturnHeader/Preparer/Phone07815356070
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-01T14:43:11-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,777
Liabilities
$71
Net assets
$124,706
Revenue
-
Expenses
$8,113
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.62$0.01$1.61$0.64$0.16$0.48
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$0.22$0.15$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.10$0.13$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.00$0.37$0.16$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.08$0.10$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.07$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.10$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.06$0.11$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.05$0.10$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.01$0.12$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.04$0.08$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.22$0.13$0.10$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.29$0.09