Civic Intelligence

Sanibel Public Library Foundation

EIN 59-6200187 • 501(c)3 • Sanibel, FL

Profile

To provide, support and supplement library services of the public library of sanibel, florida, and to assist generally in the promotion of reading, literacy, and media education.

770 Dunlop RoadSanibel, FL 33957

sanlib.org

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

55th percentile

5.7%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2024

Revenue Growth

82nd percentile

41%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2024

Assets

Up

$3,764,447

Up $546,443 (+17%) from 2023

Liabilities

Up

$906

Up $831 (+1108%) from 2023

Net Assets

Up

$3,763,541

Up $545,612 (+17%) from 2023

Revenue

Up

$776,131

Up $606,555 (+358%) from 2023

Expenses

Up

$179,468

Up $82,249 (+85%) from 2023

Net Income

Up

$596,663

Up $524,306 (+725%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,858,466Liabilities 2010: $780Net Assets 2010: $1,857,6862010Assets 2011: $1,739,784Liabilities 2011: $119Net Assets 2011: $1,739,6652011Assets 2012: $1,978,478Liabilities 2012: $16,681Net Assets 2012: $1,961,7972012Assets 2013: $2,134,438Liabilities 2013: $78Net Assets 2013: $2,134,3602013Assets 2014: $2,277,241Liabilities 2014: $1,291Net Assets 2014: $2,275,9502014Assets 2015: $2,237,430Liabilities 2015: $1,806Net Assets 2015: $2,235,6242015Assets 2016: $2,397,514Liabilities 2016: $101Net Assets 2016: $2,397,4132016Assets 2017: $2,699,776Liabilities 2017: $861Net Assets 2017: $2,698,9152017Assets 2018: $2,586,603Liabilities 2018: $735Net Assets 2018: $2,585,8682018Assets 2019: $2,660,935Liabilities 2019: $134Net Assets 2019: $2,660,8012019Assets 2020: $2,685,652Liabilities 2020: $29,362Net Assets 2020: $2,656,2902020Assets 2021: $3,189,209Liabilities 2021: $117Net Assets 2021: $3,189,0922021Assets 2022: $2,943,071Liabilities 2022: $1,638Net Assets 2022: $2,941,4332022Assets 2023: $3,218,004Liabilities 2023: $75Net Assets 2023: $3,217,9292023Assets 2024: $3,764,447Liabilities 2024: $906Net Assets 2024: $3,763,5412024

Highlighted filing

2024

Assets$3,764,447
Liabilities$906
Net Assets$3,763,541

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $61,5702010Revenue 2011: $113,451Expenses 2011: $124,548Net Income 2011: -$11,0972011Expenses 2012: $108,9342012Revenue 2013: $196,078Expenses 2013: $101,779Net Income 2013: $94,2992013Revenue 2014: $201,692Expenses 2014: $138,182Net Income 2014: $63,5102014Revenue 2015: $488,586Expenses 2015: $125,190Net Income 2015: $363,3962015Revenue 2016: $157,129Expenses 2016: $162,808Net Income 2016: -$5,6792016Revenue 2017: $215,841Expenses 2017: $115,743Net Income 2017: $100,0982017Revenue 2018: $258,479Expenses 2018: $406,041Net Income 2018: -$147,5622018Revenue 2019: $235,765Expenses 2019: $153,064Net Income 2019: $82,7012019Revenue 2020: $216,291Expenses 2020: $152,205Net Income 2020: $64,0862020Revenue 2021: $276,315Expenses 2021: $127,593Net Income 2021: $148,7222021Revenue 2022: $393,184Expenses 2022: $46,221Net Income 2022: $346,9632022Revenue 2023: $169,576Expenses 2023: $97,219Net Income 2023: $72,3572023Revenue 2024: $776,131Expenses 2024: $179,468Net Income 2024: $596,6632024

Highlighted filing

2024

Revenue$776,131
Expenses$179,468
Net Income$596,663

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.78$0.18$0.60
2023Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.17$0.10$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.39$0.05$0.35
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.00$3.19$0.28$0.13$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.69$0.03$2.66$0.22$0.15$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.24$0.15$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.26$0.41$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.22$0.12$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.16$0.16$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.49$0.13$0.36
2014Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.20$0.14$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.00$2.13$0.20$0.10$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.02$1.96$0.11
2011Summary only. Only limited summary data is available for this year.$1.74$0.00$1.74$0.11$0.12$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.00$1.86$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 7, 2025
Return Version
2023v6.0
Gross Receipts
$776,131
Mission and Program Overview

Mission

To provide, support and supplement library services of the public library of sanibel, florida, and to assist generally in the promotion of reading, literacy, and media education.

To provide, support, and supplement library services of the public library of sanibel, florida, and to assist generally in the promotion of reading, literacy, and media education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,009,015$3,349,559▲ $340,544
Cash and Non-Interest-Bearing Accounts$75,896$310,644▲ $234,748
Savings and Temporary Cash Investments$131,531$102,506▼ $29,025
Prepaid Expenses and Deferred Charges$1,530$1,510▼ $20
Accounts Receivable-$228-
Total Assets$3,218,004$3,764,447▲ $546,443
Other Assets Total$32--
Liabilities
Accounts Payable and Accrued Expenses-$815-
Other Liabilities$75$91▲ $16
Total Liabilities$75$906▲ $831
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,217,929$3,763,541▲ $545,612
Total Net Assets Fund Balance$3,217,929$3,763,541▲ $545,612
Total Liabilities and Net Assets / Fund Balance$3,218,004$3,764,447▲ $546,443
Compensation and Service Providers

Board Members and Trustees

NameTitle
Patricia SchwarzPresident
Linda UhlerVice President
Amber CoxDirector
William FellowsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$32,196
Program Service Revenue
$0
Investment Income
$735,349
Other Revenue
$8,586
All Other Contributions
$32,196
Change in Net Assets
$596,663
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$137,573
Other Expenses$41,895
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$137,573--$137,573
Fees for Service Investment Mgmnt Fees-$24,579-$24,579
Fees for Services Accounting-$4,060-$4,060
Insurance$1,020$1,020-$2,040
Office Expenses$971$971-$1,942
Information Technology$750$750-$1,500
Other Expenses$583$583-$1,166
Total Functional Expenses$147,505$31,963$0$179,468
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sanibel Public Library DistrictSanibel, FL170(c)(1)Library Programs/services$137,573
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
Sales Tax Payable$91
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The board of the organization reviews the tax return for completeness and accuracy prior to signing and filing

Form 990, Part VI, Section B, Line 12C

Any potential conflicts of interest are addressed by the board which makes a determination on how to handle the situation.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Sanibel Public Library Foundation Inc
EIN
59-6200187
Phone
2394722483
Address
770 DUNLOP ROAD, SANIBEL, FL 33957

Signing Officer

Name
William Fellows
Title
Treasurer
Phone
2394722483
Signed
2025-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Fellows
Formed
1996
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Cliftonlarsonallen Llp
Address
4501 TAMIAMI TRAIL NORTH SUITE 200, NAPLES, FL 34103-3548
Preparer
Amelia Cooper
Phone
2392628686
Raw XML Appendix369 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0107351
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0440916
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0100442
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt080106
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt082350
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt065483
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt068921
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0397302
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt08585
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03403
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt039792
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt036367
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt09452
IRS990ScheduleA/OtherIncome170Grp/TotalAmt097599
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.47120
IRS990ScheduleA/PublicSupportPY170Pct00.50540
IRS990ScheduleA/PublicSupportTotal170Amt0440916
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt032196
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt042441
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0171958
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt086970
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0107351
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0440916
IRS990ScheduleA/TotalSupportAmt0935817
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/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt091
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SALES TAX PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt091
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0137573
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(C)(1)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LIBRARY PROGRAMS/SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SANIBEL PUBLIC LIBRARY DISTRICT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0770 DUNLOP ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANIBEL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033957
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT REQUESTS ARE REVIEWED BY THE BOARD
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF THE ORGANIZATION REVIEWS THE TAX RETURN FOR COMPLETENESS AND ACCURACY PRIOR TO SIGNING AND FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY POTENTIAL CONFLICTS OF INTEREST ARE ADDRESSED BY THE BOARD WHICH MAKES A DETERMINATION ON HOW TO HANDLE THE SITUATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03218004
IRS990/TotalAssetsEOYAmt03764447
IRS990/TotalAssetsGrp/BOYAmt03218004
IRS990/TotalAssetsGrp/EOYAmt03764447
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt032196
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031963
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0147505
IRS990/TotalFunctionalExpensesGrp/TotalAmt0179468
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt075
IRS990/TotalLiabilitiesEOYAmt0906
IRS990/TotalLiabilitiesGrp/BOYAmt075
IRS990/TotalLiabilitiesGrp/EOYAmt0906
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03217929
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03763541
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0147505
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0743935
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0776131
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03218004
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03764447
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt0770 DUNLOP ROAD
IRS990/USAddress/CityNm0SANIBEL
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033957
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0SANLIB.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM FELLOWS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02394722483
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANIBEL PUBLIC LIBRARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SANI
ReturnHeader/Filer/EIN0596200187
ReturnHeader/Filer/PhoneNum02394722483
ReturnHeader/Filer/USAddress/AddressLine1Txt0770 DUNLOP ROAD
ReturnHeader/Filer/USAddress/CityNm0SANIBEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033957
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04501 TAMIAMI TRAIL NORTH SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0341033548
ReturnHeader/PreparerPersonGrp/PhoneNum02392628686
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMELIA COOPER
ReturnHeader/ReturnTs02025-07-23T16:06:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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