Civic Intelligence

Florida Sar Endowment Trust Fund

EIN 23-7245126 • 501(c)3 • Naples, FL

Profile

Historical, educational and patriotic

10951 Gulf Shore Drive 1005Naples, FL 34108

www.flssar.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2017

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

56th percentile

0.8%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

55th percentile

1.5%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$322,023

Up $2,563 (+0.8%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$322,023

Up $2,563 (+0.8%) from 2016

Operations
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

Up

$11,613

Up $169 (+1.5%) from 2016

Expenses

Down

$9,050

Down $2,304 (-20%) from 2016

Net Income

Up

$2,563

Up $2,473 (+2748%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2015: $319,370Net Assets 2015: $319,3702015Assets 2016: $319,460Net Assets 2016: $319,4602016Assets 2017: $322,023Net Assets 2017: $322,0232017

Highlighted filing

2017

Assets$322,023
Liabilities-
Net Assets$322,023
Open 2017 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0Revenue 2015: $28,097Expenses 2015: $12,075Net Income 2015: $16,0222015Revenue 2016: $11,444Expenses 2016: $11,354Net Income 2016: $902016Revenue 2017: $11,613Expenses 2017: $9,050Net Income 2017: $2,5632017

Highlighted filing

2017

Revenue$11,613
Expenses$9,050
Net Income$2,563
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$322,023
Liabilities
-
Net assets
$322,023
Revenue
$11,613
Expenses
$9,050
Net income
$2,563
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$3.22$3.22$0.12$0.09$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.19$3.19$0.11$0.11$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.19$3.19$0.28$0.12$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 3, 2018
Return Version
2017v2.2
Gross Receipts
$11,613
Mission and Program Overview

Mission

Historical, educational and patriotic

Program Services

DescriptionGrantsExpenses
DISTRIBUTIONS TO VARIOUS CHAPTERS OF THE FLORIDA SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION THAT SUBMIT REIMBURSEMENT REQUESTS FOR EXPENSES ASSOCIATED WITH VARIOUS ACTIVITIES RELATING TO SAR'S CHARITABLE PURPOSE.$9,051-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL E GAREYTrustee-$0--
W RICHARD YOUNG SRTrustee-$0--
JOHN STEWARTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Florida Sar Endowment Trust Fund
EIN
23-7245126
Phone
2395979163
Address
10951 GULF SHORE DRIVE 1005, NAPLES, FL 34108

Signing Officer

Name
Michael E Garey
Title
Trustee
Signed
2018-03-03
Discuss with paid preparer
Yes

Preparer

Firm
S & J Professional Services Inc
Address
4100 CORPORATE SQ STE 155, NAPLES, FL 34104-4704
Preparer
Stephanie L Cox
Phone
2397767258
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Cash Amount Given: $9050”

Raw XML Appendix133 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHAEL E GAREY TRUSTEE
IRS990EZ/BooksInCareOfDetail/PhoneNum02395979163
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010951 GULF SHORE DRIVE 1005
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NAPLES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034108
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0319460
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0322023
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02209
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02563
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0319460
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0322023
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09050
IRS990EZ/GrossReceiptsAmt011613
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt09404
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0319460
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0322023
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0319460
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0322023
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL E GAREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1W RICHARD YOUNG SR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HISTORICAL, EDUCATIONAL AND PATRIOTIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DISTRIBUTIONS TO VARIOUS CHAPTERS OF THE FLORIDA SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION THAT SUBMIT REIMBURSEMENT REQUESTS FOR EXPENSES ASSOCIATED WITH VARIOUS ACTIVITIES RELATING TO SAR'S CHARITABLE PURPOSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09051
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09050
IRS990EZ/TotalProgramServiceExpensesAmt09051
IRS990EZ/TotalRevenueAmt011613
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FLSSAR.ORG
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE GOVERNING DOCUMENT OF THE FLORIDA SAR ENDOWMENT TRUST FUND SPECIFIES THAT THE GOVERNING BODY OF THE FLORIDA SOCIETY SONS OF THE AMERICAN REVOLUTION HAS THE POWER TO ELECT TRUSTEES, TO REMOVE ANY TRUSTEE FOR CAUSE, TO FILL INTERIM VACANCIES AND TO DIRECT TRUSTEES TO MAKE DISTRIBUTIONS OF INCOME TO ORGANIZATIONS THAT ARE ORGANIZED AND OPERATED EXCLUSIVELY FOR PATRIOTIC, HISTORICAL, EDUCATIONAL AND CHARITABLE USES AND PURPOSES. SUCH ORGANIZATIONS MUST BE CREATED OR ORGANIZED IN THE UNITED STATES OR ITS POSSESSIONS AND CONTRIBUTIONS MAY ONLY BE USED IN THE UNITED STATES OR ITS POSSESSIONS. HISTORICALLY, THE GOVERNING BODY OF THE FLORIDA SOCIETY SONS OF THE AMERICAN REVOLUTION HAS ONLY AUTHORIZED DISTRIBUTIONS TO CHAPTERS OF THE FLORIDA SOCIETY SONS OF THE AMERICAN REVOLUTION TO BE USED IN FURTHERANCE OF ITS CHARITABLE PURPOSE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section B, Line 1: Explanation Of How Supported Orgs. Managed Actvities
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0593532127
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FLORIDA SOCIETY SAR ENDOWMENT TRUST
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $9050
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL E GAREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORIDA SAR ENDOWMENT TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0237245126
ReturnHeader/Filer/PhoneNum02395979163
ReturnHeader/Filer/USAddress/AddressLine1Txt010951 GULF SHORE DRIVE 1005
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010966397
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0S & J PROFESSIONAL SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04100 CORPORATE SQ STE 155
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0341044704
ReturnHeader/PreparerPersonGrp/PhoneNum02397767258
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE L COX
ReturnHeader/ReturnTs02018-03-03T09:22:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits