Civic Intelligence

Sara'S Fund

990PF • Fiscal year 2022 • EIN 02-0607464

Jan 01, 2022 to Dec 31, 2022 • Filed on May 08, 2023

Organization Profile
593 Washington StreetSouth Easton, MA 02375

(508) 230-0120

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

73rd percentile

0.02x

Higher debt load relative to revenue than 73% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

17th percentile

-31%

Higher net margin than 17% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

42nd percentile

-3.0%

Faster asset growth than 42% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-73%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$106,303

Down $3,307 (-3.0%) from 2021

Net Assets

$106,078

No earlier filing loaded for comparison.

Liabilities

Down

$225

Down $199 (-47%) from 2021

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin17th percentile

Revenue

Down

$10,117

Down $26,720 (-73%) from 2021

Expenses

Down

$13,225

Down $2,755 (-17%) from 2021

Net Income

Down

-$3,108

Down $23,965 (-115%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2022

Assets$106,303
Liabilities$225
Net Assets$106,078
Open 2022 Filing

Operations Trend

Revenue Growth8th percentile

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

2022

Revenue$10,117
Expenses$13,225
Net Income-$3,108
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 8, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy K LaGardeTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Saras Fund
EIN
02-0607464
Address
593 Washington Street, South Easton, MA 02375

Signing Officer

Name
Amy K LaGarde
Title
Trustee
Phone
5082300120
Signed
2023-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Russell G Wilde CPA
Address
29 Snell Street, Holbrook, MA 02343
Preparer
Russell G Wilde CPA
Phone
7815356070
Raw XML Appendix305 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04586
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Gallagher Arthur J & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Global Ship Lease Inc
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05457
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3108
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0564
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0326
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011174
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012683
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011174
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Allianceberstein Hldg LP- UBTI
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Blackstone Minerals - Royalty
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt13020
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01030
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13020
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0389
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt135
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt20
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Federal Excise Tax
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Mass Filing Fee
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2Federal 990-T tax
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0105
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt135
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt285
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0105
TaxesSchedule/TaxesDetail/Amt185
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Federal 990-T Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy K LaGarde
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05082300120
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Saras Fund
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0020607464
ReturnHeader/Filer/USAddress/AddressLine1Txt0593 Washington Street
ReturnHeader/Filer/USAddress/CityNm0South Easton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002375
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832880717
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Russell G Wilde CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029 Snell Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Holbrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002343
ReturnHeader/PreparerPersonGrp/PhoneNum07815356070
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Russell G Wilde CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-13T08:37:03-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Amy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LaGarde
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,303
Liabilities
$225
Net assets
$106,078
Revenue
$10,117
Expenses
$13,225
Net income
-$3,108
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
2022Detailed filing. Detailed filing data is available for this year.$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