Civic Intelligence

National Society of the Sons of the American Revolution

990EZ • Fiscal year 2017 • EIN 26-0526460

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 03, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

59th percentile

7.9%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

90th percentile

72%

Faster revenue growth than 90% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$115,735

Up $8,466 (+7.9%) from 2016

Net Assets

Up

$115,735

Up $8,466 (+7.9%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Up

$12,111

Up $5,074 (+72%) from 2016

Expenses

Up

$3,645

Up $316 (+9.5%) from 2016

Net Income

Up

$8,466

Up $4,758 (+128%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$150K$100K$50K$0Assets 2015: $103,561Net Assets 2015: $103,5612015Assets 2016: $107,269Net Assets 2016: $107,2692016Assets 2017: $115,735Net Assets 2017: $115,7352017

Highlighted filing

2017

Assets$115,735
Liabilities-
Net Assets$115,735
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$15K$10K$5.0K$0Revenue 2015: $8,536Expenses 2015: $2,924Net Income 2015: $5,6122015Revenue 2016: $7,037Expenses 2016: $3,329Net Income 2016: $3,7082016Revenue 2017: $12,111Expenses 2017: $3,645Net Income 2017: $8,4662017

Highlighted filing

2017

Revenue$12,111
Expenses$3,645
Net Income$8,466
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 3, 2018
Return Version
2017v2.2
Gross Receipts
$41,971
Mission and Program Overview

Mission

Historical, educational & patriotic

Historical, educational and patriotic

Program Services

DescriptionGrantsExpenses
DISTRIBUTION TO THE FLORIDA SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION TO FURTHER IT'S HISTORICAL, EDUCATIONAL AND PATRIOTIC ACTIVITIES TO EXTEND THE INSTITUTIONS OF AMERICAN FREEDOM.$3,145-
Compensation and Service Providers
Top Officer Pay76th 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 Operating Budget Trust Fund
EIN
26-0526460
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
Raw XML Appendix134 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NAPLES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HISTORICAL, EDUCATIONAL AND PATRIOTIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DISTRIBUTION TO THE FLORIDA SOCIETY OF THE SONS OF THE AMERICAN REVOLUTION TO FURTHER IT'S HISTORICAL, EDUCATIONAL AND PATRIOTIC ACTIVITIES TO EXTEND THE INSTITUTIONS OF AMERICAN FREEDOM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03145
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt035775
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03645
IRS990EZ/TotalProgramServiceExpensesAmt03145
IRS990EZ/TotalRevenueAmt012111
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 OPERATING BUDGET 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 THE TRUSTEES TO MAKE DISTRIBUTIONS OF INCOME TO THE FLORIDA SOCIETY SONS OF THE AMERICAN REVOLUTION. THE THREE TRUSTEES SERVE STAGGERED THREE YEAR TERMS REQUIRING ONE TRUSTEE TO BE ELECTED EACH CALENDAR YEAR. TRUSTEES MUST BE MEMBERS IN GOOD STANDING OF THE FLORIDA SOCIETY SONS OF THE AMERICAN REVOLUTION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section B, Line 1: Explanation Of How Supported Orgs. Managed Actvities
IRS990ScheduleA/OtherSupportSumAmt00
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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
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL E GAREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-03
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ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0260526460
ReturnHeader/Filer/PhoneNum02395979163
ReturnHeader/Filer/USAddress/AddressLine1Txt010951 GULF SHORE DRIVE 1005
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerPersonGrp/PhoneNum02397767258
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE L COX
ReturnHeader/ReturnTs02018-03-03T09:22:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$115,735
Liabilities
-
Net assets
$115,735
Revenue
$12,111
Expenses
$3,645
Net income
$8,466
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$1.16$1.16$0.12$0.04$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.07$0.03$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.09$0.03$0.06