Civic Intelligence

Octagon Sequence of Eight Inc

EIN 59-2298305 • 501(c)3 • Punta Gorda, FL

Profile

To provide care and shelter for abused, abandoned, and injured animals.

41660 Horseshoe RoadPunta Gorda, FL 33982

www.octagonwildlife.org

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

1st percentile

-0.01x

Higher debt load relative to revenue than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

83rd percentile

27%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

81st percentile

40%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Assets

Up

$1,046,039

Up $224,996 (+27%) from 2024

Liabilities

Down

-$3,375

Down $6,504 (-208%) from 2024

Net Assets

Up

$1,049,414

Up $231,500 (+28%) from 2024

Revenue

Up

$607,755

Up $182,665 (+43%) from 2024

Expenses

Up

$376,255

Up $129,005 (+52%) from 2024

Net Income

Up

$231,500

Up $53,660 (+30%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2012: $101,747Liabilities 2012: $4,065Net Assets 2012: $97,6822012Assets 2013: $93,184Liabilities 2013: $3,212Net Assets 2013: $89,9722013Assets 2014: $86,404Liabilities 2014: $2,396Net Assets 2014: $84,0082014Assets 2015: $131,311Liabilities 2015: $1,439Net Assets 2015: $129,8722015Assets 2016: $197,832Liabilities 2016: $553Net Assets 2016: $197,2792016Assets 2017: $221,339Liabilities 2017: $1,266Net Assets 2017: $220,0732017Assets 2018: $368,446Liabilities 2018: $245Net Assets 2018: $368,2012018Assets 2019: $495,256Liabilities 2019: $0Net Assets 2019: $495,2562019Assets 2020: $582,507Liabilities 2020: $0Net Assets 2020: $582,5072020Assets 2021: $628,287Liabilities 2021: $640Net Assets 2021: $627,6472021Assets 2022: $596,675Liabilities 2022: $764Net Assets 2022: $595,9112022Assets 2023: $646,316Liabilities 2023: $6,242Net Assets 2023: $640,0742023Assets 2024: $821,043Liabilities 2024: $3,129Net Assets 2024: $817,9142024Assets 2025: $1,046,039Liabilities 2025: -$3,375Net Assets 2025: $1,049,4142025

Highlighted filing

2025

Assets$1,046,039
Liabilities-$3,375
Net Assets$1,049,414

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2012: $106,337Expenses 2012: $105,631Net Income 2012: $7062012Revenue 2013: $111,688Expenses 2013: $119,398Net Income 2013: -$7,7102013Revenue 2014: $96,770Expenses 2014: $102,734Net Income 2014: -$5,9642014Revenue 2015: $135,532Expenses 2015: $89,668Net Income 2015: $45,8642015Revenue 2016: $164,659Expenses 2016: $97,252Net Income 2016: $67,4072016Revenue 2017: $140,673Expenses 2017: $117,879Net Income 2017: $22,7942017Revenue 2018: $282,764Expenses 2018: $134,636Net Income 2018: $148,1282018Revenue 2019: $281,504Expenses 2019: $154,447Net Income 2019: $127,0572019Revenue 2020: $233,922Expenses 2020: $146,671Net Income 2020: $87,2512020Revenue 2021: $266,838Expenses 2021: $221,698Net Income 2021: $45,1402021Revenue 2022: $266,708Expenses 2022: $298,444Net Income 2022: -$31,7362022Revenue 2023: $312,305Expenses 2023: $268,142Net Income 2023: $44,1632023Revenue 2024: $425,090Expenses 2024: $247,250Net Income 2024: $177,8402024Revenue 2025: $607,755Expenses 2025: $376,255Net Income 2025: $231,5002025

Highlighted filing

2025

Revenue$607,755
Expenses$376,255
Net Income$231,500

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.61$0.38$0.23
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.43$0.25$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.01$0.64$0.31$0.27$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.27$0.30$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$0.27$0.22$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.23$0.15$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.28$0.15$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.28$0.13$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.14$0.12$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.16$0.10$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.14$0.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.08$0.10$0.10$0.01
2013Summary only. Only limited summary data is available for this year.$0.09$0.00$0.09$0.11$0.12$0.01
2012Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$0.11$0.11$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Jan 7, 2025
Return Version
2024v5.2
Gross Receipts
$607,755
Mission and Program Overview

Mission

To provide care and shelter for

To provide care and shelter for abused, abandoned, and injured animals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$817,914$1,049,414▲ $231,500
Cash and Non-Interest-Bearing Accounts$511,896$738,939▲ $227,043
Savings and Temporary Cash Investments$149,026$149,276▲ $250
Land, Buildings, and Equipment, Net$134,719$130,433▼ $4,286
Inventories for Sale or Use$17,988$19,977▲ $1,989
Total Assets$821,043$1,046,039▲ $224,996
Other Assets Total$7,414$7,414→ $0
Liabilities
Other Liabilities$3,129$-3,375▼ $6,504
Total Liabilities$3,129$-3,375▼ $6,504
Net Assets / Fund Balance
Total Net Assets Fund Balance$817,914$1,049,414▲ $231,500
Total Liabilities and Net Assets / Fund Balance$821,043$1,046,039▲ $224,996

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$25,327$189,717$215,044
Equipment$5,106$101,703$106,809
Land$100,000-$100,000
Other Assets Org$7,414--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lauri A CaronDirector- Chairman
Tom HoernerDirector- President
Charlotte S LowellDirector
David A WeathersDirector
Jackie KrohnDirector
Les ShawDirector
Dr Don CollinsDirector- Veterinarian
Revenue and Support

Revenue Composition

Contributions and Grants
$544,612
Program Service Revenue
$63,128
Investment Income
$15
Other Revenue
$0
All Other Contributions
$544,612
Change in Net Assets
$231,500

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$376,255
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$372,777$0$0$372,777
Depreciation Depletion$3,478$0$0$3,478
Total Functional Expenses$376,255$0$0$376,255
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$-3,375
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
Octagon Sequence of Eight Inc
EIN
59-2298305
Phone
2395431130
Address
41660 Horseshoe Road, Punta Gorda, FL 33982

Signing Officer

Name
Lauri Caron
Title
President
Phone
2395431130
Signed
2025-01-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauri Caron
Formed
1992
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
15

Preparer

Firm
The Davis Group Tax & Advisory Services PA
Address
4560 Via Royale 1, Fort Myers, FL 33919
Preparer
Adam L Davis
Phone
2392785209
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

The Organizations documents and records are available upon request at the address used on the return.

Pt VI, Line 11B

The return is reviewed by a board member.

Form 990, Part IX, Line 24E

Animal Food & OTC Medications 86298. 86298. 0. 0.

Form 990, Part IX, Line 24E

Utilities- Telephone, Water, Electric 98297. 98297. 0. 0.

Form 990, Part IX, Line 24E

Travel & Gas 18903. 18903. 0. 0.

Form 990, Part IX, Line 24E

Materials & Supplies 41190. 41190. 0. 0.

Form 990, Part IX, Line 24E

Vet & Prescription Medications 6104. 6104. 0. 0.

Form 990, Part IX, Line 24E

Insurance 6798. 6798. 0. 0.

Form 990, Part IX, Line 24E

Office Supplies & Misc. 47362. 47362. 0. 0.

Form 990, Part IX, Line 24E

Repairs & Maintenance 59964. 59964. 0. 0.

Form 990, Part IX, Line 24E

Other Taxes 5681. 5681. 0. 0.

Form 990, Part IX, Line 24E

License & Registration 1210. 1210. 0. 0.

Form 990, Part IX, Line 24E

Interest 970. 970. 0. 0.

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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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0312299
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0266056
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0247927
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01859000
IRS990ScheduleA/TotalSupportAmt02009753
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt05106
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0101703
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0106809
IRS990ScheduleD/LandGrp/BookValueAmt0100000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0100000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt07414
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Deposit on Asset
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt025327
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0189717
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0215044
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0-3375
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit Card Payable
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0130433
IRS990ScheduleD/TotalBookValueOtherAssetsAmt07414
IRS990ScheduleD/TotalLiabilityAmt0-3375
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organizations documents and records are available upon request at the address used on the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The return is reviewed by a board member.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Animal Food & OTC Medications 86298. 86298. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Utilities- Telephone, Water, Electric 98297. 98297. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Travel & Gas 18903. 18903. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Materials & Supplies 41190. 41190. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Vet & Prescription Medications 6104. 6104. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Insurance 6798. 6798. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Office Supplies & Misc. 47362. 47362. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Repairs & Maintenance 59964. 59964. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Other Taxes 5681. 5681. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11License & Registration 1210. 1210. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Interest 970. 970. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0821043
IRS990/TotalAssetsEOYAmt01046039
IRS990/TotalAssetsGrp/BOYAmt0821043
IRS990/TotalAssetsGrp/EOYAmt01046039
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0544612
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0376255
IRS990/TotalFunctionalExpensesGrp/TotalAmt0376255
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03129
IRS990/TotalLiabilitiesEOYAmt0-3375
IRS990/TotalLiabilitiesGrp/BOYAmt03129
IRS990/TotalLiabilitiesGrp/EOYAmt0-3375
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0817914
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01049414
IRS990/TotalProgramServiceExpensesAmt0376255
IRS990/TotalProgramServiceRevenueAmt063128
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt063143
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0607755
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0821043
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01046039
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt041660 Horseshoe Road
IRS990/USAddress/CityNm0Punta Gorda
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033982
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.octagonwildlife.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lauri Caron
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02395431130
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Octagon Sequence of Eight Inc
ReturnHeader/Filer/BusinessNameControlTxt0OCTA
ReturnHeader/Filer/EIN0592298305
ReturnHeader/Filer/PhoneNum02395431130
ReturnHeader/Filer/USAddress/AddressLine1Txt041660 Horseshoe Road
ReturnHeader/Filer/USAddress/CityNm0Punta Gorda
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033982
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650338678
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Davis Group Tax & Advisory Services PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04560 Via Royale 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Myers
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033919
ReturnHeader/PreparerPersonGrp/PhoneNum02392785209
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adam L Davis
ReturnHeader/ReturnTs02026-01-12T08:37:24-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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