Civic Intelligence

The Katharina & Joseph Schober

EIN 65-0107997 • Sarasota, FL

8515 Woodbriar DriveSarasota, FL 34238
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

78th percentile

31%

Higher net margin than 78% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$20,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

52nd percentile

3.3%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

83rd percentile

69%

Faster revenue growth than 83% of similar nonprofits.

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

Assets

Up

$1,800,263

Up $57,107 (+3.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,800,263

Up $57,107 (+3.3%) from 2023

Revenue

Up

$182,576

Up $74,682 (+69%) from 2023

Expenses

Up

$125,469

Up $2,293 (+1.9%) from 2023

Net Income

Up

$57,107

Up $72,389 (+474%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,355,901Liabilities 2011: $02011Assets 2012: $1,315,901Liabilities 2012: $02012Assets 2013: $1,267,418Liabilities 2013: $02013Assets 2014: $1,239,447Liabilities 2014: $0Net Assets 2014: $1,239,4472014Assets 2015: $1,206,211Liabilities 2015: $0Net Assets 2015: $1,206,2112015Assets 2016: $1,280,350Liabilities 2016: $0Net Assets 2016: $1,280,3502016Assets 2017: $1,324,743Liabilities 2017: $0Net Assets 2017: $1,324,7432017Assets 2019: $1,837,783Liabilities 2019: $02019Assets 2020: $1,682,736Liabilities 2020: $0Net Assets 2020: $1,682,7362020Assets 2021: $1,744,009Liabilities 2021: $0Net Assets 2021: $1,744,0092021Assets 2022: $1,758,438Liabilities 2022: $0Net Assets 2022: $1,758,4382022Assets 2023: $1,743,156Liabilities 2023: $0Net Assets 2023: $1,743,1562023Assets 2024: $1,800,263Liabilities 2024: $0Net Assets 2024: $1,800,2632024

Highlighted filing

2024

Assets$1,800,263
Liabilities$0
Net Assets$1,800,263

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $33,793Expenses 2011: $80,924Net Income 2011: -$47,1312011Revenue 2012: $55,436Expenses 2012: $92,919Net Income 2012: -$37,4832012Revenue 2013: $52,344Expenses 2013: $100,007Net Income 2013: -$47,6632013Revenue 2014: $84,137Expenses 2014: $111,719Net Income 2014: -$27,5822014Revenue 2015: $77,778Expenses 2015: $110,340Net Income 2015: -$32,5622015Revenue 2016: $191,512Expenses 2016: $117,373Net Income 2016: $74,1392016Revenue 2017: $166,135Expenses 2017: $118,761Net Income 2017: $47,3742017Revenue 2019: $158,670Expenses 2019: $158,032Net Income 2019: $6382019Revenue 2020: -$26,238Expenses 2020: $128,809Net Income 2020: -$155,0472020Revenue 2021: $192,587Expenses 2021: $131,314Net Income 2021: $61,2732021Revenue 2022: $146,232Expenses 2022: $131,803Net Income 2022: $14,4292022Revenue 2023: $107,894Expenses 2023: $123,176Net Income 2023: -$15,2822023Revenue 2024: $182,576Expenses 2024: $125,469Net Income 2024: $57,1072024

Highlighted filing

2024

Revenue$182,576
Expenses$125,469
Net Income$57,107

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHARINA CURLESSPresident-$20,000-$20,000
JOSE N GOMEZVP/Director-$0--
B ISABEL GOMEZ-REYESDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Katharina & Joseph Schober
EIN
65-0107997
Phone
9419521061
Address
8515 WOODBRIAR DRIVE, SARASOTA, FL 34238

Signing Officer

Name
Katharina Curless
Title
President
Phone
9419521061
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Kerkering Barberio & Co
Address
PO BOX 49348, SARASOTA, FL 34230-6348
Preparer
Brian Simmons
Phone
9413654617
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01800263
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01889260
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029176
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt095796
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt020000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KATHARINA CURLESS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOSE N GOMEZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2B ISABEL GOMEZ-REYES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP/DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08515 WOODBRIAR DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18515 WOODBRIAR DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt28515 WOODBRIAR DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SARASOTA
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt096861
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt096861
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08515 WOODBRIAR DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SARASOTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034238
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE KATHARINA & JOSEPH SCHOBER FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum09419521061
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt264000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0885 WMNF RADIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AGAPE FLIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ALL FAITHS FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ANIMAL WELFARE LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ARQUE EV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5BISHOP ANIMAL SHELTER SPCA OF MANATEE COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6COMMUNITY FOUNDATION OF SARASOTA COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7DOCTOR'S WITHOUT BORDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8FRIENDS OF SARASOTA COUNTY PARKS

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