Civic Intelligence

Sears Family Foundation

990T • Fiscal year 2020 • EIN 11-7040015

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 22, 2021

Organization Profile
PO Box 1909Lake Placid, NY 12946

(212) 769-2279

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,631,794Liabilities 2011: $9,2722011Assets 2012: $1,676,117Liabilities 2012: $8,866Net Assets 2012: $1,667,2512012Assets 2013: $1,668,787Liabilities 2013: $8,688Net Assets 2013: $1,660,0992013Assets 2014: $1,609,912Liabilities 2014: $8,868Net Assets 2014: $1,601,0442014Assets 2015: $1,651,647Liabilities 2015: $10,303Net Assets 2015: $1,641,3442015Assets 2016: $1,712,803Liabilities 2016: $11,662Net Assets 2016: $1,701,1412016Assets 2017: $1,814,821Liabilities 2017: $22,985Net Assets 2017: $1,791,8362017Assets 2018: $1,898,125Liabilities 2018: $24,433Net Assets 2018: $1,873,6922018Assets 2019: $1,862,961Liabilities 2019: $13,571Net Assets 2019: $1,849,3902019Assets 2020: $1,974,301Liabilities 2020: $85,646Net Assets 2020: $1,888,6552020Assets 2021: $2,135,297Liabilities 2021: $12,591Net Assets 2021: $2,122,7062021Assets 2022: $2,259,543Liabilities 2022: $11,700Net Assets 2022: $2,247,8432022Assets 2023: $2,434,450Liabilities 2023: $22,447Net Assets 2023: $2,412,0032023Assets 2024: $2,445,469Liabilities 2024: $24,431Net Assets 2024: $2,421,0382024

Latest loaded filing

2024

Assets$2,445,469
Liabilities$24,431
Net Assets$2,421,038
Open 2024 Filing

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $242,553Expenses 2011: $173,332Net Income 2011: $69,2212011Expenses 2012: $197,7842012Revenue 2013: $232,995Expenses 2013: $240,147Net Income 2013: -$7,1522013Revenue 2014: $231,991Expenses 2014: $291,046Net Income 2014: -$59,0552014Revenue 2015: $313,393Expenses 2015: $273,093Net Income 2015: $40,3002015Revenue 2016: $292,644Expenses 2016: $232,841Net Income 2016: $59,8032016Revenue 2017: $372,700Expenses 2017: $271,687Net Income 2017: $101,0132017Revenue 2018: $372,518Expenses 2018: $290,662Net Income 2018: $81,8562018Revenue 2019: $368,517Expenses 2019: $392,819Net Income 2019: -$24,3022019Revenue 2020: $298,200Expenses 2020: $258,935Net Income 2020: $39,2652020Revenue 2021: $463,866Expenses 2021: $229,815Net Income 2021: $234,0512021Revenue 2022: $362,010Expenses 2022: $236,873Net Income 2022: $125,1372022Revenue 2023: $499,208Expenses 2023: $335,048Net Income 2023: $164,1602023Revenue 2024: $383,844Expenses 2024: $374,809Net Income 2024: $9,0352024

Latest loaded filing

2024

Revenue$383,844
Expenses$374,809
Net Income$9,035
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 22, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Sears Family Foundation
EIN
11-7040015
Phone
2127692279
Address
PO BOX 1909, LAKE PLACID, NY 12946

Signing Officer

Name
Margarita Sears
Title
Trustee
Phone
2127692279
Signed
2021-11-22
Discuss with paid preparer
Yes

Preparer

Firm
Shalik Morris & Company Llp
Address
80 CROSSWAYS PARK DRIVE WEST, WOODBURY, NY 11797
Preparer
Kristy L Carlson CPA
Phone
5163388700
Raw XML Appendix90 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
IRS990T/BooksInCareOfDetail/PersonNm0MARGARITA SEARS
IRS990T/BooksInCareOfDetail/PhoneNum02127692279
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1909
IRS990T/BooksInCareOfDetail/USAddress/CityNm0LAKE PLACID
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd012946
IRS990T/BookValueAssetsEOYAmt01974300
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt02990
IRS990T/OverpaymentSection/OverpaymentAmt02990
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt03480
IRS990TScheduleA/NetOperatingLossDeductionAmt01045
IRS990TScheduleA/PrincipalBusinessActivityCd0211110
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt04376
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt04376
IRS990TScheduleA/TotUnrltTrdBusIncmAmt04376
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0OIL AND GAS PRODUCTION
IRS990TScheduleA/UBIBeforeNOLDedAmt04376
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt03331
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0490
IRS990T/TaxLessCreditsAmt0490
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt03480
IRS990T/TotalTaxAmt0490
IRS990T/TotalTaxComputationAmt0490
IRS990T/TotalUBTIAmt02331
IRS990T/TotalUBTIBeforeNOLSpecificAmt03331
IRS990T/TotalUBTIBeforeSection199AAmt03331
IRS990T/TotalUBTIComputedAmt03331
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARITA SEARS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127692279
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEARS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SEAR
ReturnHeader/Filer/EIN0117040015
ReturnHeader/Filer/PhoneNum02127692279
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1909
ReturnHeader/Filer/USAddress/CityNm0LAKE PLACID
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012946
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112973036
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHALIK MORRIS & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 CROSSWAYS PARK DRIVE WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011797
ReturnHeader/PreparerPersonGrp/PhoneNum05163388700
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTY L CARLSON CPA
ReturnHeader/ReturnTs02021-12-07T14:05:52-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARGARITA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SEARS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.45$0.02$2.42$0.38$0.37$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.43$0.02$2.41$0.50$0.34$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.01$2.25$0.36$0.24$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.01$2.12$0.46$0.23$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.09$1.89$0.30$0.26$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.01$1.85$0.37$0.39$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.02$1.87$0.37$0.29$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.81$0.02$1.79$0.37$0.27$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.01$1.70$0.29$0.23$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.65$0.01$1.64$0.31$0.27$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.61$0.01$1.60$0.23$0.29$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.67$0.01$1.66$0.23$0.24$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.68$0.01$1.67$0.20
2011Summary only. Only limited summary data is available for this year.$1.63$0.01$0.24$0.17$0.07