Civic Intelligence

Learning and Families Inc

990EZ • Fiscal year 2016 • EIN 20-0136629

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 13, 2017

5317 Fruitville Rd Pmb 157Sarasota, FL 34232

(941) 342-7996

Siviq Scores

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

Liabilities / Assets

91st percentile

0.66x

Higher debt load relative to assets than 91% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

93rd percentile

0.63x

Higher debt load relative to revenue than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

29th percentile

-6.1%

Higher net margin than 29% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

56th percentile

4.7%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

3.8%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$60,797

Up $2,750 (+4.7%) from 2015

Net Assets

Down

$20,789

Down $3,846 (-16%) from 2015

Liabilities

Up

$40,008

Up $6,596 (+20%) from 2015

Revenue

Up

$63,164

Up $2,301 (+3.8%) from 2015

Expenses

Up

$67,008

Up $16,653 (+33%) from 2015

Net Income

Down

-$3,844

Down $14,352 (-137%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $32,220Liabilities 2011: $3,000Net Assets 2011: $29,2202011Assets 2012: $40,984Net Assets 2012: $40,9842012Assets 2013: $34,970Liabilities 2013: $14,694Net Assets 2013: $20,2762013Assets 2014: $35,784Liabilities 2014: $21,658Net Assets 2014: $14,1262014Assets 2015: $58,047Liabilities 2015: $33,412Net Assets 2015: $24,6352015Assets 2016: $60,797Liabilities 2016: $40,008Net Assets 2016: $20,7892016Assets 2017: $74,523Liabilities 2017: $42,123Net Assets 2017: $32,4002017Assets 2018: $89,421Liabilities 2018: $45,3272018Assets 2019: $110,934Liabilities 2019: $46,7162019Assets 2020: $100,165Liabilities 2020: $37,957Net Assets 2020: $62,2082020Assets 2022: $246,092Liabilities 2022: $155,578Net Assets 2022: $90,5142022Assets 2023: $291,843Liabilities 2023: $131,836Net Assets 2023: $160,0072023Assets 2024: $315,925Liabilities 2024: $118,424Net Assets 2024: $197,5012024Assets 2025: $206,315Liabilities 2025: $26,837Net Assets 2025: $179,4782025

Highlighted filing

2016

Assets$60,797
Liabilities$40,008
Net Assets$20,789

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $54,885Expenses 2011: $42,505Net Income 2011: $12,3802011Revenue 2012: $66,172Expenses 2012: $54,602Net Income 2012: $11,5702012Revenue 2013: $39,218Expenses 2013: $49,626Net Income 2013: -$10,4082013Revenue 2014: $54,176Expenses 2014: $60,326Net Income 2014: -$6,1502014Revenue 2015: $60,863Expenses 2015: $50,355Net Income 2015: $10,5082015Revenue 2016: $63,164Expenses 2016: $67,008Net Income 2016: -$3,8442016Revenue 2017: $100,822Expenses 2017: $89,212Net Income 2017: $11,6102017Revenue 2018: $96,868Expenses 2018: $85,174Net Income 2018: $11,6942018Revenue 2019: $129,283Expenses 2019: $109,159Net Income 2019: $20,1242019Revenue 2020: $116,609Expenses 2020: $118,619Net Income 2020: -$2,0102020Revenue 2022: $183,462Expenses 2022: $152,829Net Income 2022: $30,6332022Revenue 2023: $303,291Expenses 2023: $233,798Net Income 2023: $69,4932023Revenue 2024: $303,212Expenses 2024: $267,585Net Income 2024: $35,6272024Revenue 2025: $360,622Expenses 2025: $378,645Net Income 2025: -$18,0232025

Highlighted filing

2016

Revenue$63,164
Expenses$67,008
Net Income-$3,844
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 13, 2017
Return Version
2015v3.0
Gross Receipts
$65,794
Mission and Program Overview

Mission

Learning and families is a christian homeschool support group. Our primary exempt purpose is educational in nature. We provide information concerning homeschooling curriculum and teaching techniques. We also provide supplemental educational classes for children in grades pre-k through high school.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDED SUPPLEMENTAL EDUCATIONAL CLASSES FOR CHILDREN IN GRADES PRE-K THROUGH HIGH SCHOOL. CLASSES WERE OFFERED IN PHOTOGRAPHY, WORLD HISTORY, AMERICAN HISTORY, AMERICAN LITERATURE, AND SHAKESPEARE. A TOTAL OF 285 CHILDREN BENEFITED FROM THESE CLASSES DURING THE YEAR.-$63,538
THE ORGANIZATION SPONSORED AND CONDUCTED SUPPORT GROUPS FOR THE PURPOSE OF EVALUATING CURRICULA AND SHARING TEACHING TECHNIQUES FOR HOMESCHOOLING FAMILIES IN THE SARASOTA AREA. THERE WERE 190 HOMESCHOOL FAMILIES SERVED DURING THE YEAR.-$3,344
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGELA SABOPresidentPT$0--
HEATHER FEIKEMAVice-PresidePT$0--
BETH SUNDAYSecretary-$0--
KEISA TROYERTreasurerPT$0--
SHARALEE HARVORSENMembership S-$0--
SHERRI SUMMERSFund Raising-$0--
DIONNE CHANGESpec Events-$0--
Filing and Contact Details

Filer

Filer Name
Learning and Families Inc
EIN
20-0136629
Phone
9413427996
Address
5317 FRUITVILLE RD PMB 157, SARASOTA, FL 34232

Signing Officer

Name
Angela Sabo
Title
President
Phone
9413427996
Signed
2017-02-13

Preparer

Firm
Pellegrino Honick Mcfarland & Miller Pa
Address
1800 2ND ST STE 810, SARASOTA, FL 34236-5987
Preparer
Thomas V Pellegrino Jr
Phone
9413651172
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses insurance 1,589 website fees 1,518 background checks 60 bank charges 36 licenses & fees 136 fpea dues 629 office expenses 1,112 event expenses 6,572 elementary expenses 11,760 high school expenses 30,782 middle school expenses 719 leadership growth 240 parents meetings 440 promotions & marketing 87 small groups expenses 120 yearbook expenses 380 supplies 452 non-investment depreciation 126 total 56,758

Form 990-ez, Part II, Line 24

Accounts receivable 330 330 equipment 1,016 1,016 less accumulated depreciation 572 698 total 774 648

Form 990-ez, Part II, Line 26

Deferred revenue 33,412 40,008

Form 990-ez, Part III

Learning and families is a christian homeschool support group. Our primary exempt purpose is educational in nature. We provide information concerning homeschooling curriculum and teaching techniques. We also provide supplemental educational classes for children in grades pre-k through high school.

Form 990-ez, Part III, Line 28

The organization provided supplemental educational classes for children in grades pre-k through high school. Classes were offered in photography, world history, american history, american literature, and shakespeare. A total of 285 children benefited from these classes during the year.

Form 990-ez, Part III, Line 29

The organization sponsored and conducted support groups for the purpose of evaluating curricula and sharing teaching techniques for homeschooling families in the sarasota area. There were 190 homeschool families served during the year.

Raw XML Appendix156 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANGELA SABO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BETH SUNDAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEISA TROYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHARALEE HARVORSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHERRI SUMMERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DIONNE CHANGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP S
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FUND RAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SPEC EVENTS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherExpensesTotalAmt056758
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LEARNING AND FAMILIES IS A CHRISTIAN HOMESCHOOL SUPPORT GROUP. OUR PRIMARY EXEMPT PURPOSE IS EDUCATIONAL IN NATURE. WE PROVIDE INFORMATION CONCERNING HOMESCHOOLING CURRICULUM AND TEACHING TECHNIQUES. WE ALSO PROVIDE SUPPLEMENTAL EDUCATIONAL CLASSES FOR CHILDREN IN GRADES PRE-K THROUGH HIGH SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt055684
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION SPONSORED AND CONDUCTED SUPPORT GROUPS FOR THE PURPOSE OF EVALUATING CURRICULA AND SHARING TEACHING TECHNIQUES FOR HOMESCHOOLING FAMILIES IN THE SARASOTA AREA. THERE WERE 190 HOMESCHOOL FAMILIES SERVED DURING THE YEAR.
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0181120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 1,589 WEBSITE FEES 1,518 BACKGROUND CHECKS 60 BANK CHARGES 36 LICENSES & FEES 136 FPEA DUES 629 OFFICE EXPENSES 1,112 EVENT EXPENSES 6,572 ELEMENTARY EXPENSES 11,760 HIGH SCHOOL EXPENSES 30,782 MIDDLE SCHOOL EXPENSES 719 LEADERSHIP GROWTH 240 PARENTS MEETINGS 440 PROMOTIONS & MARKETING 87 SMALL GROUPS EXPENSES 120 YEARBOOK EXPENSES 380 SUPPLIES 452 NON-INVESTMENT DEPRECIATION 126 TOTAL 56,758
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 330 330 EQUIPMENT 1,016 1,016 LESS ACCUMULATED DEPRECIATION 572 698 TOTAL 774 648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 33,412 40,008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LEARNING AND FAMILIES IS A CHRISTIAN HOMESCHOOL SUPPORT GROUP. OUR PRIMARY EXEMPT PURPOSE IS EDUCATIONAL IN NATURE. WE PROVIDE INFORMATION CONCERNING HOMESCHOOLING CURRICULUM AND TEACHING TECHNIQUES. WE ALSO PROVIDE SUPPLEMENTAL EDUCATIONAL CLASSES FOR CHILDREN IN GRADES PRE-K THROUGH HIGH SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION PROVIDED SUPPLEMENTAL EDUCATIONAL CLASSES FOR CHILDREN IN GRADES PRE-K THROUGH HIGH SCHOOL. CLASSES WERE OFFERED IN PHOTOGRAPHY, WORLD HISTORY, AMERICAN HISTORY, AMERICAN LITERATURE, AND SHAKESPEARE. A TOTAL OF 285 CHILDREN BENEFITED FROM THESE CLASSES DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION SPONSORED AND CONDUCTED SUPPORT GROUPS FOR THE PURPOSE OF EVALUATING CURRICULA AND SHARING TEACHING TECHNIQUES FOR HOMESCHOOLING FAMILIES IN THE SARASOTA AREA. THERE WERE 190 HOMESCHOOL FAMILIES SERVED DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA SABO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09413427996
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEARNING AND FAMILIES INC
ReturnHeader/Filer/BusinessNameControlTxt0LEAR
ReturnHeader/Filer/EIN0200136629
ReturnHeader/Filer/PhoneNum09413427996
ReturnHeader/Filer/USAddress/AddressLine1Txt05317 FRUITVILLE RD PMB 157
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034232
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650344872
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PELLEGRINO HONICK MCFARLAND & MILLER PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01800 2ND ST STE 810
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342365987
ReturnHeader/PreparerPersonGrp/PhoneNum09413651172
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS V PELLEGRINO JR
ReturnHeader/ReturnTs02017-03-10T14:16:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.27$1.79$3.61$3.79$0.18
2024Summary only. Only limited summary data is available for this year.$3.16$1.18$1.98$3.03$2.68$0.36
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$1.32$1.60$3.03$2.34$0.69
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$1.56$0.91$1.83$1.53$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.38$0.62$1.17$1.19$0.02
2019Summary only. Only limited summary data is available for this year.$1.11$0.47$1.29$1.09$0.20
2018Summary only. Only limited summary data is available for this year.$0.89$0.45$0.97$0.85$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.75$0.42$0.32$1.01$0.89$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.40$0.21$0.63$0.67$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.33$0.25$0.61$0.50$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.22$0.14$0.54$0.60$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.15$0.20$0.39$0.50$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.41$0.66$0.55$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.03$0.29$0.55$0.43$0.12