Civic Intelligence

Sara Marie School

EIN 46-1054742 • 501(c)3 • Clifton Park, NY

Profile

A private independent school encouraging love for self,

942 Ny-146Clifton Park, NY 12065

thesaramarieschool.org

Siviq Scores

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

Liabilities / Assets

50th percentile

0.40x

Higher debt load relative to assets than 50% of similar nonprofits.

NTEE B20 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

42nd percentile

0.11x

Higher debt load relative to revenue than 42% of similar nonprofits.

NTEE B20 • $1M-$5M nonprofits • Source year 2024

Net Margin

50th percentile

3.4%

Higher net margin than 50% of similar nonprofits.

NTEE B20 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

NTEE B20 • $1M-$5M nonprofits • Source year 2024

Asset Growth

26th percentile

-6.3%

Faster asset growth than 26% of similar nonprofits.

NTEE B20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

15%

Faster revenue growth than 52% of similar nonprofits.

NTEE B20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$331,662

Down $22,220 (-6.3%) from 2023

Liabilities

Down

$131,313

Down $62,082 (-32%) from 2023

Net Assets

Up

$200,349

Up $39,862 (+25%) from 2023

Revenue

Up

$1,165,126

Up $153,632 (+15%) from 2023

Expenses

Up

$1,125,264

Up $196,335 (+21%) from 2023

Net Income

Down

$39,862

Down $42,703 (-52%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0-$100KAssets 2013: $29,790Liabilities 2013: $15,049Net Assets 2013: $14,7412013Assets 2014: $29,378Liabilities 2014: $6,550Net Assets 2014: $22,8282014Assets 2015: $65,512Liabilities 2015: $4,970Net Assets 2015: $60,5422015Assets 2016: $127,459Liabilities 2016: $3,661Net Assets 2016: $123,7982016Assets 2017: $163,664Liabilities 2017: $491Net Assets 2017: $163,1732017Assets 2018: $180,688Liabilities 2018: $101Net Assets 2018: $180,5872018Assets 2020: $126,070Liabilities 2020: $71,000Net Assets 2020: $55,0702020Assets 2021: $85,610Liabilities 2021: $101Net Assets 2021: $85,5092021Assets 2022: $108,823Liabilities 2022: -$217Net Assets 2022: $109,0402022Assets 2023: $353,882Liabilities 2023: $193,395Net Assets 2023: $160,4872023Assets 2024: $331,662Liabilities 2024: $131,313Net Assets 2024: $200,3492024

Highlighted filing

2024

Assets$331,662
Liabilities$131,313
Net Assets$200,349

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $124,284Expenses 2013: $109,543Net Income 2013: $14,7412013Revenue 2014: $481,432Expenses 2014: $472,213Net Income 2014: $9,2192014Revenue 2015: $555,886Expenses 2015: $518,171Net Income 2015: $37,7152015Revenue 2016: $602,697Expenses 2016: $547,315Net Income 2016: $55,3822016Revenue 2017: $616,495Expenses 2017: $577,117Net Income 2017: $39,3782017Revenue 2018: $616,012Expenses 2018: $598,598Net Income 2018: $17,4142018Revenue 2020: $604,376Expenses 2020: $656,620Net Income 2020: -$52,2442020Revenue 2021: $686,350Expenses 2021: $725,736Net Income 2021: -$39,3862021Revenue 2022: $857,899Expenses 2022: $834,367Net Income 2022: $23,5322022Revenue 2023: $1,011,494Expenses 2023: $928,929Net Income 2023: $82,5652023Revenue 2024: $1,165,126Expenses 2024: $1,125,264Net Income 2024: $39,8622024

Highlighted filing

2024

Revenue$1,165,126
Expenses$1,125,264
Net Income$39,862

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 13, 2021
Return Version
2019v5.1
Gross Receipts
$617,135
Mission and Program Overview

Mission

A private independent school encouraging love for self, building character, and strong community involvement, all whild building a firm educational foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$77,764$96,419▲ $18,655
Rtn Earn Endowment Incm Other Fnds$107,314$55,070▼ $52,244
Total Assets$107,415$126,070▲ $18,655
Other Assets Total$29,651$29,651→ $0
Liabilities
Other Liabilities-$70,900-
Accounts Payable and Accrued Expenses$101$100▼ $1
Total Liabilities$101$71,000▲ $70,899
Net Assets / Fund Balance
Total Net Assets Fund Balance$107,314$55,070▼ $52,244
Total Liabilities and Net Assets / Fund Balance$107,415$126,070▲ $18,655

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$27,060--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Katie GiffordDirectorFT$65,535$65,535
Joanna PendergastLead Teacher/FounderFT$44,225$44,225

Board Members and Trustees

NameTitle
Donald BoothChairman
Cheryl GlickBoard Member
Crystal DemarastBoard Member
Jason PendergastSecretary
Charles HomicTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$580,665
Investment Income
$0
Other Revenue
$23,711
Change in Net Assets
$-52,244
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$473,868
Other Expenses$182,752
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$330,243--$330,243
Current Officers, Directors, Trustees, and Key Employees$109,760--$109,760
Occupancy$77,138--$77,138
Payroll Taxes$33,017--$33,017
All Other Expenses$32,964--$32,964
Insurance$9,183--$9,183
Other Expenses$9,090--$9,090
Office Expenses$6,234--$6,234
Fees for Services Accounting$4,860--$4,860
Information Technology$1,800--$1,800
Other Employee Benefits$848--$848
Conferences and Meetings$617--$617
Travel$248--$248
Advertising$4--$4
Total Functional Expenses$656,620$0$0$656,620
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$36,470
Fundraising Direct Expenses$12,759
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$36,470$36,470-$36,470
Total Events$36,470$36,470$12,759$23,711
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$70,900
PPP Loan-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Sara Marie School
EIN
46-1054742
Phone
5182803982
Address
942 NY-146, Clifton Park, NY 12065

Signing Officer

Name
Chuck Homic
Title
Treasurer
Signed
2021-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald Booth
Formed
2012
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
10
Employees
33

Preparer

Firm
Michael T Crowley CPA PC
Address
104A Heckeler Drive, Glenville, NY 12302
Preparer
Kevin Crowley CPA
Phone
5183841517
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Section Other Expenses, Line 24E

Auto Expenses 295

Form 990, Part IX, Section Other Expenses, Line 24E

Bank Charges 97

Form 990, Part IX, Section Other Expenses, Line 24E

Dues and Subscriptions Exp 4854

Form 990, Part IX, Section Other Expenses, Line 24E

General/Admin Expense 1252

Form 990, Part IX, Section Other Expenses, Line 24E

Meals and Entertainment Exp 5317

Form 990, Part IX, Section Other Expenses, Line 24E

Payroll Fees 3654

Form 990, Part IX, Section Other Expenses, Line 24E

School Programs 5656

Form 990, Part IX, Section Other Expenses, Line 24E

Field Trip Expense 2093

Form 990, Part IX, Section Other Expenses, Line 24E

Postage Expense 111

Form 990, Part IX, Section Other Expenses, Line 24E

Repairs Expense 884

Form 990, Part IX, Section Other Expenses, Line 24E

Technology Expense 480

Form 990, Part IX, Section Other Expenses, Line 24E

Utilities Expense 5007

Form 990, Part IX, Section Other Expenses, Line 24E

Waste Pickup expense 3178

Form 990, Part IX, Section Other Expenses, Line 24E

Board Meetings 86

Raw XML Appendix382 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Auto Expenses 295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Charges 97
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues and Subscriptions Exp 4854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3General/Admin Expense 1252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meals and Entertainment Exp 5317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Payroll Fees 3654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6School Programs 5656
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Field Trip Expense 2093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Postage Expense 111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Repairs Expense 884
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Technology Expense 480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Utilities Expense 5007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Waste Pickup expense 3178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Board Meetings 86
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part IX, Section Other Expenses, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part IX, Section Other Expenses, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Section Other Expenses, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Section Other Expenses, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Section Other Expenses, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Section Other Expenses, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Section Other Expenses, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Section Other Expenses, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Section Other Expenses, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Section Other Expenses, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Section Other Expenses, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Section Other Expenses, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Section Other Expenses, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Section Other Expenses, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0107415
IRS990/TotalAssetsEOYAmt0126070
IRS990/TotalAssetsGrp/BOYAmt0107415
IRS990/TotalAssetsGrp/EOYAmt0126070
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt033
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0656620
IRS990/TotalFunctionalExpensesGrp/TotalAmt0656620
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0101
IRS990/TotalLiabilitiesEOYAmt071000
IRS990/TotalLiabilitiesGrp/BOYAmt0101
IRS990/TotalLiabilitiesGrp/EOYAmt071000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0107314
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt055070
IRS990/TotalProgramServiceExpensesAmt0656620
IRS990/TotalProgramServiceRevenueAmt0580665
IRS990/TotalReportableCompFromOrgAmt0109760
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0580665
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0604376
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0107415
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0126070
IRS990/TravelGrp/ProgramServicesAmt0248
IRS990/TravelGrp/TotalAmt0248
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt035 Michelle Drive
IRS990/USAddress/CityNm0Clifton Park
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012065
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0www.thesaramarieschool.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chuck Homic
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Sara Marie School
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0461054742
ReturnHeader/Filer/PhoneNum05182803982
ReturnHeader/Filer/USAddress/AddressLine1Txt0942 NY-146
ReturnHeader/Filer/USAddress/CityNm0Clifton Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael T Crowley CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104A Heckeler Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Glenville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012302
ReturnHeader/PreparerPersonGrp/PhoneNum05183841517
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin Crowley CPA
ReturnHeader/ReturnTs02021-05-13T10:46:00-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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