Civic Intelligence

John and Beverley Sobik Help Foundation

990PF • Fiscal year 2021 • EIN 82-6273444

Jun 01, 2020 to May 31, 2021 • Filed on Aug 13, 2021

Organization Profile
211 W 25th StreetSanford, FL 32771

(407) 302-1100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.05x

Higher debt load relative to assets than 66% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

85th percentile

0.43x

Higher debt load relative to revenue than 85% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

19th percentile

-9.8%

Higher net margin than 19% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

60th percentile

$6,000

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

11th percentile

-8.9%

Faster asset growth than 11% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

30th percentile

-3.6%

Faster revenue growth than 30% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$901,370

Down $87,543 (-8.9%) from 2020

Net Assets

$854,230

No earlier filing loaded for comparison.

Liabilities

Down

$47,140

Down $14,780 (-24%) from 2020

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin19th percentile

Revenue

Down

$110,420

Down $4,182 (-3.6%) from 2020

Expenses

Up

$121,263

Up $22,501 (+23%) from 2020

Net Income

Down

-$10,843

Down $26,683 (-168%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2018: $937,216Liabilities 2018: $94,1512018Assets 2019: $923,961Liabilities 2019: $74,7282019Assets 2020: $988,913Liabilities 2020: $61,9202020Assets 2021: $901,370Liabilities 2021: $47,140Net Assets 2021: $854,2302021Assets 2022: $866,054Liabilities 2022: $31,367Net Assets 2022: $834,6872022Assets 2023: $873,878Liabilities 2023: $15,657Net Assets 2023: $858,2212023Assets 2024: $855,942Liabilities 2024: $13,929Net Assets 2024: $842,0132024Assets 2025: $1,252,380Liabilities 2025: $7,329Net Assets 2025: $1,245,0512025

Highlighted filing

2021

Assets$901,370
Liabilities$47,140
Net Assets$854,230
Open 2021 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2018: $911,954Expenses 2018: $68,889Net Income 2018: $843,0652018Revenue 2019: $117,788Expenses 2019: $111,620Net Income 2019: $6,1682019Revenue 2020: $114,602Expenses 2020: $98,762Net Income 2020: $15,8402020Revenue 2021: $110,420Expenses 2021: $121,263Net Income 2021: -$10,8432021Revenue 2022: $117,153Expenses 2022: $136,696Net Income 2022: -$19,5432022Revenue 2023: $126,097Expenses 2023: $123,463Net Income 2023: $2,6342023Revenue 2024: $138,229Expenses 2024: $150,622Net Income 2024: -$12,3932024Revenue 2025: $550,163Expenses 2025: $147,125Net Income 2025: $403,0382025

Highlighted filing

2021

Revenue$110,420
Expenses$121,263
Net Income-$10,843
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Aug 13, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH YOUNGTrusteePT$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
John & Beverly Sobik Help Foundation
EIN
82-6273444
Phone
4073021100
Address
211 W 25TH STREET, SANFORD, FL 32771

Signing Officer

Name
Deborah Young
Title
Trustee
Signed
2021-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Ferncreek Associates LLC
Address
301 N FERNCREEK AVE STE A, ORLANDO, FL 32803
Preparer
C Kevin Gilliam CPA
Phone
4078944484
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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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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
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ReturnHeader/Filer/EIN0826273444
ReturnHeader/Filer/PhoneNum04073021100
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032803
ReturnHeader/PreparerPersonGrp/PhoneNum04078944484
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C KEVIN GILLIAM CPA
ReturnHeader/ReturnTs02021-08-13T06:46:09-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBORAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0YOUNG
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$901,370
Liabilities
$47,140
Net assets
$854,230
Revenue
$110,420
Expenses
$121,263
Net income
-$10,843
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.25$0.01$1.25$0.55$0.15$0.40
2024Detailed filing. Detailed filing data is available for this year.$0.86$0.01$0.84$0.14$0.15$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.02$0.86$0.13$0.12$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.03$0.83$0.12$0.14$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.05$0.85$0.11$0.12$0.01
2020Summary only. Only limited summary data is available for this year.$0.99$0.06$0.11$0.10$0.02
2019Summary only. Only limited summary data is available for this year.$0.92$0.07$0.12$0.11$0.01
2018Summary only. Only limited summary data is available for this year.$0.94$0.09$0.91$0.07$0.84