Civic Intelligence

Sara Roberts Foundation Inc.

990PF • Fiscal year 2015 • EIN 20-4225372

Jun 01, 2014 to May 31, 2015 • Filed on Nov 05, 2015

Organization Profile
1634 Main StSarasota, FL 34236

(941) 957-0775

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

52nd percentile

0.6%

Faster asset growth than 52% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

85th percentile

39%

Faster revenue growth than 85% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$4,088,359

Up $23,422 (+0.6%) from 2014

Net Assets

Up

$4,088,359

Up $23,422 (+0.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin80th percentile

Revenue

Up

$225,569

Up $63,102 (+39%) from 2014

Expenses

Down

$168,610

Down $38,890 (-19%) from 2014

Net Income

Up

$56,959

Up $101,992 (+226%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,727,033Liabilities 2011: $142,0982011Assets 2012: $4,332,494Liabilities 2012: $0Net Assets 2012: $4,332,4942012Assets 2013: $4,129,369Liabilities 2013: $48,0002013Assets 2014: $4,064,937Liabilities 2014: $0Net Assets 2014: $4,064,9372014Assets 2015: $4,088,359Liabilities 2015: $0Net Assets 2015: $4,088,3592015Assets 2016: $4,018,817Liabilities 2016: $0Net Assets 2016: $4,018,8172016Assets 2017: $3,887,884Liabilities 2017: $0Net Assets 2017: $3,887,8842017Assets 2018: $5,385,603Liabilities 2018: $0Net Assets 2018: $5,385,6032018Assets 2019: $3,526,358Liabilities 2019: $0Net Assets 2019: $3,526,3582019Assets 2020: $3,172,756Liabilities 2020: $0Net Assets 2020: $3,172,7562020Assets 2021: $3,148,286Liabilities 2021: $0Net Assets 2021: $3,148,2862021Assets 2022: $3,244,428Liabilities 2022: $0Net Assets 2022: $3,244,4282022Assets 2023: $3,274,032Liabilities 2023: $0Net Assets 2023: $3,274,0322023Assets 2024: $3,126,513Liabilities 2024: $49,000Net Assets 2024: $3,077,5132024Assets 2025: $3,110,005Liabilities 2025: $0Net Assets 2025: $3,110,0052025

Highlighted filing

2015

Assets$4,088,359
Liabilities$0
Net Assets$4,088,359
Open 2015 Filing

Operations Trend

Revenue Growth85th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $0Expenses 2011: $143,739Net Income 2011: -$143,7392011Expenses 2012: $365,1182012Revenue 2013: $47,803Expenses 2013: $298,928Net Income 2013: -$251,1252013Revenue 2014: $162,467Expenses 2014: $207,500Net Income 2014: -$45,0332014Revenue 2015: $225,569Expenses 2015: $168,610Net Income 2015: $56,9592015Revenue 2016: $151,948Expenses 2016: $235,898Net Income 2016: -$83,9502016Revenue 2017: $61,482Expenses 2017: $239,431Net Income 2017: -$177,9492017Revenue 2018: -$186,728Expenses 2018: $100,673Net Income 2018: -$287,4012018Revenue 2019: $76,319Expenses 2019: $183,507Net Income 2019: -$107,1882019Revenue 2020: -$104,256Expenses 2020: $189,134Net Income 2020: -$293,3902020Revenue 2021: $158,645Expenses 2021: $183,115Net Income 2021: -$24,4702021Revenue 2022: $320,909Expenses 2022: $241,802Net Income 2022: $79,1072022Revenue 2023: $28,634Expenses 2023: $161,490Net Income 2023: -$132,8562023Revenue 2024: $25,761Expenses 2024: $185,236Net Income 2024: -$159,4752024Revenue 2025: $99,588Expenses 2025: $188,891Net Income 2025: -$89,3032025

Highlighted filing

2015

Revenue$225,569
Expenses$168,610
Net Income$56,959
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Nov 5, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE FAMIGLIO JRDirectorPT$0--
GEORGE FAMIGLIO IIIPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Sara Roberts Foundation Inc
EIN
20-4225372
Phone
9419570775
Address
1634 MAIN ST, SARASOTA, FL 34236

Signing Officer

Name
George V Famiglio Jr
Title
President
Phone
9419570775
Signed
2015-11-05
Discuss with paid preparer
Yes

Preparer

Firm
GEORGE V FAMIGLIO JR & ASSOC CPA's
Address
1634 MAIN STREET, SARASOTA, FL 34236
Preparer
George V Famiglio Jr CPA
Phone
9419570775
Raw XML Appendix355 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
AccountingFeesSchedule/AccountingFeesDetail/Amt013735
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01703643
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12357485
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SSR TRUST-MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SSR TRUST-REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02181092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11093180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt057675
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0150203
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03291
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0-41517
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0169652
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0169652
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt013735
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0150203
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt027795
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt027795
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt057675
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt057675
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt056959
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt014400
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt014400
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0330371
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03291
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03291
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0150203
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0156755
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-41517
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09203
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09203
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt012675
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt048736
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt019141
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt019141
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt086000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt068814
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0168610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0225569
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0225569
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt068814
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0118610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1173914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt137489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2112690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt137489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2112690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1211403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2112690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities FROM SSR TRUST-K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Publicly traded securities FROM SSR TRUST-K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0150203
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt056959
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt033537
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04121896
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04064937
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04088359
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0164013
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0164013
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0164013
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0167148
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03135
IRS990PF/DistributableAmountGrp/TotalTaxAmt03135
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03135
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03135
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03135
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02257
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0880
IRS990PF/FMVAssetsEOYAmt03301503
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05125791
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05125791
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt033077
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt027231
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt027231
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04031860
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04061128
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03274272
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-1060854
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1037432
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04064937
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04088359
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03301503
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04064937
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04088359
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04064937
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04088359
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03393873
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt056520
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02244173
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt050908
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01093180
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0167148
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03342965
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03393873
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GEORGE FAMIGLIO JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GEORGE FAMIGLIO III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0POBOX 3319
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1POBOX 3319
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0146302
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0147870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0135980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0215101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0179350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0142098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt022000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.041855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.070177
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.060403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.039680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.006703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03342965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03248868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03065129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02969221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03581059
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03281952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt086000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.218818
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt086000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt086000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt086000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0PREVENTION OF CRUELTY & PROTECTIVE CARE OF ABANDONED/INJURED ANIMALS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01630 MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SARASOTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034236
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PROFESSIONAL ESCROW MANAGEMENT
IRS990PF/StatementsRegardingActyGrp/PhoneNum09419556132
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0RESCUE AND SURVIVAL OF ANIMALS IN SARASOTA COUNTY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ASSIST IN MAMMAL RESCUE AND PRESERVATION OF THEIR ENVIRONMENT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MOTE MARINE LABORATORY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0LOCAL NON-PROFIT ORGANIZATIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01600 KEN THOMSON PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034236
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt086000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0164013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt078013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt061845
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030458
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt078013
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014290
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014290
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt086000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014290
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt092303
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt033537
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENTS TO BALANCE TO TRUST FOR UNREALIZED GAINS/LOSS-SECURITIES & R/EST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PEST CONTROL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07388
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11040
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2400
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3375
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07388
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11040
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3375
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt061
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt148000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2675
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0STATE LICENSE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT COSTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2ASSOCATION DUES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt136000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt112000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2675
TaxesSchedule/TaxesDetail/Amt0897
TaxesSchedule/TaxesDetail/Amt118244
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES-MUTUAL FUNDS
TaxesSchedule/TaxesDetail/CategoryTxt1R/E TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0897
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt118244
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE V FAMIGLIO JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09419570775
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARA ROBERTS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0204225372
ReturnHeader/Filer/PhoneNum09419570775
ReturnHeader/Filer/USAddress/AddressLine1Txt01634 MAIN ST
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034236
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650067303
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEORGE V FAMIGLIO JR & ASSOC CPA's
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01634 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034236
ReturnHeader/PreparerPersonGrp/PhoneNum09419570775
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE V FAMIGLIO JR CPA
ReturnHeader/ReturnTs02015-11-12T09:56:07-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,088,359
Liabilities
$0
Net assets
$4,088,359
Revenue
$225,569
Expenses
$168,610
Net income
$56,959
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.10$0.19$0.09
2024Detailed filing. Detailed filing data is available for this year.$3.13$0.05$3.08$0.03$0.19$0.16
2023Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.03$0.16$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.32$0.24$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.16$0.18$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.10$0.19$0.29
2019Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.08$0.18$0.11
2018Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.19$0.10$0.29
2017Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.06$0.24$0.18
2016Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.15$0.24$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.23$0.17$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.16$0.21$0.05
2013Summary only. Only limited summary data is available for this year.$4.13$0.05$0.05$0.30$0.25
2012Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.37
2011Summary only. Only limited summary data is available for this year.$4.73$0.14$0.00$0.14$0.14