Civic Intelligence

National Society of the Sons of the American Revolution

990EZ • Fiscal year 2016 • EIN 23-7245126

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 24, 2017

Organization ProfileWWW.FLSSAR.ORG
10951 Gulf Shore Drive 1005Naples, FL 34108

(239) 597-9163

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

44th percentile

0.8%

Higher net margin than 44% 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

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

7th percentile

-59%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$319,460

Up $90 (+0.0%) from 2015

Net Assets

Up

$319,460

Up $90 (+0.0%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

Down

$11,444

Down $16,653 (-59%) from 2015

Expenses

Down

$11,354

Down $721 (-6.0%) from 2015

Net Income

Down

$90

Down $15,932 (-99%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$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

2016

Assets$319,460
Liabilities-
Net Assets$319,460
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$11,444
Expenses$11,354
Net Income$90
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 24, 2017
Return Version
2016v3.0
Gross Receipts
$11,444
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.$11,053-
Compensation and Service Providers
Top Officer Pay75th 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
2017-07-24
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: $11053”

Other Expenses.1002

“Office Expenses $51”

Raw XML Appendix137 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/BooksInCareOfDetail/PersonNm0MICHAEL E GAREY TRUSTEE
IRS990EZ/BooksInCareOfDetail/PhoneNum02395979163
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NAPLES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034108
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0319370
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0319460
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02109
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt090
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011053
IRS990EZ/GrossReceiptsAmt011444
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt09335
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0319370
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0319460
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0319370
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0319460
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/OtherExpensesTotalAmt051
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/GrantsAndAllocationsAmt011053
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011354
IRS990EZ/TotalProgramServiceExpensesAmt011053
IRS990EZ/TotalRevenueAmt011444
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: $11053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $51
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL E GAREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-24
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/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/ReturnTs02017-07-24T07:56:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$319,460
Liabilities
-
Net assets
$319,460
Revenue
$11,444
Expenses
$11,354
Net income
$90
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