Civic Intelligence

Sandy Family Foundation Inc

EIN 38-3208309 • Longboat Key, FL

535 Sanctuary Drive B 404Longboat Key, FL 34228
Siviq Scores

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

Liabilities / Assets

77th percentile

0.05x

Higher debt load relative to assets than 77% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

0.88x

Higher debt load relative to revenue than 95% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

9th percentile

-171%

Higher net margin than 9% of similar nonprofits.

<$500k nonprofits • Source year 2024

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.

<$500k nonprofits • Source year 2024

Asset Growth

47th percentile

-4.1%

Faster asset growth than 47% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-39%

Faster revenue growth than 22% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$383,364

Down $16,296 (-4.1%) from 2023

Liabilities

Up

$17,500

Up $17,499 (+1749900%) from 2023

Net Assets

$365,864

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue95th percentileNet Margin9th percentile

Revenue

Down

$19,813

Down $12,557 (-39%) from 2023

Expenses

Down

$53,609

Down $9,152 (-15%) from 2023

Net Income

Down

-$33,796

Down $3,405 (-11%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$600K$400K$200K$0Assets 2011: $318,885Liabilities 2011: $0Net Assets 2011: $318,8852011Assets 2012: $297,139Liabilities 2012: $0Net Assets 2012: $297,1392012Assets 2013: $298,065Liabilities 2013: $1Net Assets 2013: $298,0652013Assets 2014: $391,952Liabilities 2014: $1Net Assets 2014: $391,9522014Assets 2015: $361,939Liabilities 2015: $12015Assets 2016: $355,907Liabilities 2016: $0Net Assets 2016: $355,9072016Assets 2017: $349,951Liabilities 2017: $0Net Assets 2017: $349,9512017Assets 2018: $382,221Liabilities 2018: $0Net Assets 2018: $382,2212018Assets 2019: $535,149Liabilities 2019: $1Net Assets 2019: $535,1492019Assets 2020: $525,924Liabilities 2020: $1Net Assets 2020: $525,9242020Assets 2021: $448,407Liabilities 2021: $1Net Assets 2021: $448,4072021Assets 2022: $430,051Liabilities 2022: $1Net Assets 2022: $430,0512022Assets 2023: $399,660Liabilities 2023: $12023Assets 2024: $383,364Liabilities 2024: $17,500Net Assets 2024: $365,8642024

Highlighted filing

2024

Assets$383,364
Liabilities$17,500
Net Assets$365,864
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

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

$200K$100K$0-$100KExpenses 2011: $33,1002011Expenses 2012: $36,2452012Revenue 2013: $28,416Expenses 2013: $27,490Net Income 2013: $9262013Revenue 2014: $134,526Expenses 2014: $40,639Net Income 2014: $93,8872014Revenue 2015: $9,560Expenses 2015: $39,573Net Income 2015: -$30,0132015Revenue 2016: $18,092Expenses 2016: $24,124Net Income 2016: -$6,0322016Revenue 2017: $20,949Expenses 2017: $26,905Net Income 2017: -$5,9562017Revenue 2018: $63,556Expenses 2018: $31,286Net Income 2018: $32,2702018Revenue 2019: $198,706Expenses 2019: $45,778Net Income 2019: $152,9282019Revenue 2020: $36,680Expenses 2020: $45,905Net Income 2020: -$9,2252020Revenue 2021: -$17,816Expenses 2021: $59,701Net Income 2021: -$77,5172021Revenue 2022: $29,801Expenses 2022: $48,157Net Income 2022: -$18,3562022Revenue 2023: $32,370Expenses 2023: $62,761Net Income 2023: -$30,3912023Revenue 2024: $19,813Expenses 2024: $53,609Net Income 2024: -$33,7962024

Highlighted filing

2024

Revenue$19,813
Expenses$53,609
Net Income-$33,796
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$383,364
Liabilities
$17,500
Net assets
$365,864
Revenue
$19,813
Expenses
$53,609
Net income
-$33,796
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.83$0.18$3.66$0.20$0.54$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.00$0.32$0.63$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.30$0.00$4.30$0.30$0.48$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$0.00$4.48$0.18$0.60$0.78
2020Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.37$0.46$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.35$0.00$5.35$1.99$0.46$1.53
2018Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.64$0.31$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$0.21$0.27$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.00$3.56$0.18$0.24$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$0.10$0.40$0.30
2014Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$1.35$0.41$0.94
2013Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.28$0.27$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.36
2011Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 22, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA GOLUBPresident-$0--
MARJORIE M SANDYVP/Secy-$0--
ALAN M SANDYTreas/Trustee-$0--
LEWIS G SANDYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sandy Family Foundation Inc
EIN
38-3208309
Phone
9413836837
Address
535 SANCTUARY DRIVE B 404, LONGBOAT KEY, FL 34228

Signing Officer

Name
Barbara Golub
Title
President
Phone
9413836837
Signed
2025-07-22
Discuss with paid preparer
Yes

Preparer

Firm
Yeo & Yeo Pc
Address
880 W LONG LAKE ROAD SUITE 400, TROY, MI 48098
Preparer
Alan G Laduke
Phone
2482390900
Raw XML AppendixShowing 400 of 569 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0366890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MARKETABLE SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0366890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt019813
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04165
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04165
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt053609
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt022312
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt019813
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt049498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt172421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-3521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01022
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NORTHERN TRUST S.T. STOCK SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NORTHERN TRUST L.T. STOCK SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0365864
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 621
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