Civic Intelligence

Tree of Life Sanctuary LLC

EIN 83-2225926 • 501(c)3 • Ocala, FL

Profile

To create a relationship and a facility within the two communities of faith to share space and conduct the respective worship and provide educational, social justice and artistic endeavors.

6140 SW 78th Ave RdOcala, FL 34474

n/A

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

37th percentile

-1.2%

Higher net margin than 37% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

93rd percentile

106%

Faster asset growth than 93% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

5.7%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$543,027

Up $279,956 (+106%) from 2023

Liabilities

Up

$328

Up $113 (+53%) from 2023

Net Assets

Up

$542,699

Up $279,843 (+106%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin37th percentile

Revenue

Up

$229,135

Up $12,403 (+5.7%) from 2023

Expenses

Down

$231,944

Down $4,878 (-2.1%) from 2023

Net Income

Up

-$2,809

Up $17,281 (+86%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

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

$600K$400K$200K$0Assets 2021: $237,879Liabilities 2021: $0Net Assets 2021: $237,8792021Assets 2022: $283,505Liabilities 2022: $559Net Assets 2022: $282,9462022Assets 2023: $263,071Liabilities 2023: $215Net Assets 2023: $262,8562023Assets 2024: $543,027Liabilities 2024: $328Net Assets 2024: $542,6992024

Highlighted filing

2024

Assets$543,027
Liabilities$328
Net Assets$542,699
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

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

$300K$200K$100K$0-$100KRevenue 2021: $219,845Expenses 2021: $19,210Net Income 2021: $200,6352021Revenue 2022: $252,460Expenses 2022: $207,393Net Income 2022: $45,0672022Revenue 2023: $216,732Expenses 2023: $236,822Net Income 2023: -$20,0902023Revenue 2024: $229,135Expenses 2024: $231,944Net Income 2024: -$2,8092024

Highlighted filing

2024

Revenue$229,135
Expenses$231,944
Net Income-$2,809
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$543,027
Liabilities
$328
Net assets
$542,699
Revenue
$229,135
Expenses
$231,944
Net income
-$2,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.43$0.00$5.43$2.29$2.32$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$2.17$2.37$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.84$0.01$2.83$2.52$2.07$0.45
2021Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$2.20$0.19$2.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$229,135
Mission and Program Overview

Mission

To create a relationship and a facility within the two communities of faith to share space and conduct the respective worship and provide educational, social justice and artistic endeavors.

Temple Beth Shalom and First Congregational, United Church of Christ, being dedicated to Tikkun Olam - "Repairing the World". To create a relationship and a facility within the two communities of faith to share space and conduct the respective worship and provide educational, social justice and artistic endeavors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$262,856$542,699▲ $279,843
Cash and Non-Interest-Bearing Accounts$132,856$149,519▲ $16,663
Land, Buildings, and Equipment, Net$81,290$64,004▼ $17,286
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$263,071$543,027▲ $279,956
Other Assets Total$48,925$329,504▲ $280,579
Liabilities
Other Liabilities$215$328▲ $113
Total Liabilities$215$328▲ $113
Net Assets / Fund Balance
Total Net Assets Fund Balance$262,856$542,699▲ $279,843
Total Liabilities and Net Assets / Fund Balance$263,071$543,027▲ $279,956

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$64,004$54,751$118,755
Other Assets Org$32,652--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$304,591-▲ $21,441$2,028$324,004
2023$298,801-▲ $10,160$4,370$304,591
2022-$300,000▲ $1,051$2,250$298,801
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Ted WilliamsPresident
Jim JamesMember
Joanne HoustonMember
Joseph SwittMember
Mary Ann BongiornoMember
Janet KreismanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,118
Program Service Revenue
$221,574
Investment Income
$2,443
Other Revenue
$0
All Other Contributions
$5,118
Change in Net Assets
$-2,809
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$203,880
Salaries, Compensation, and Employee Benefits$28,064
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$161,794--$161,794
Current Officers, Directors, Trustees, and Key Employees-$25,869-$25,869
Depreciation Depletion$17,286--$17,286
Office Expenses$5,989--$5,989
Insurance$5,968--$5,968
Fees for Service Investment Mgmnt Fees-$4,358-$4,358
Payroll Taxes-$2,195-$2,195
Fees for Services Accounting-$1,850-$1,850
Advertising$1,374--$1,374
Other Expenses-$1,267-$1,267
Fees for Services Other-$879-$879
Total Functional Expenses$192,411$39,533$0$231,944
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
Payroll Taxes Payable$328
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 A, line 6

“First Congregational United Church of Christ of Ocala, FL and Temple Beth Shalom of Ocala, FL are the two members of the organization.”

Form 990, Part VI, Section A, line 7A

“The size of the board of Directors shall not be increased without the consent of both First and Congregational United Church of Christ of Ocala, FL and Temple Beth Shalom of Ocala The two ex-officers, Rabbi Erin Boxt and Pastor Hal McSwain, participate in board meetings but do not have the right to vote.”

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

“The organization mantains books and records that shall be available to both members and any member of the congregation of each member. Also, the organization shall prepare the financial statements. Financial information is discussed and questions or concerns addressed. Form 990 is prepared in accordance with the financial statements. All of the information contained in Form 990 is reviewed with the Board. The Board is presented with a copy of Form 990 after its completion.”

Form 990, Part VI, Section C, line 19

“Financial information is made available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Tree of Life Sanctuary LLC
EIN
83-2225926
Phone
3524180437
Address
6140 SW 78th Ave Rd, Ocala, FL 34474

Signing Officer

Name
Janet Kreisman
Title
Treasurer
Phone
3524180437
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Kreisman
Formed
2018
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
1
Volunteers
0

Preparer

Firm
Duggan Joiner & Company CPA's
Address
334 NW 3rd Avenue, Ocala, FL 34475
Preparer
Sheila Bartczak CPA
Phone
3527320171
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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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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0298801
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01051
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt02250
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt05500
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt141352
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2250000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt332652
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Security deposits
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Non-restricted endowment funds
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Permanently restricted endowment fund
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3Term restricted endowment fund
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt064004
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt054751
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0118755
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0328
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll Taxes Payable
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.77200
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.10000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt064004
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0329504
IRS990ScheduleD/TotalLiabilityAmt0328
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0First Congregational United Church of Christ of Ocala, FL and Temple Beth Shalom of Ocala, FL are the two members of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The size of the board of Directors shall not be increased without the consent of both First and Congregational United Church of Christ of Ocala, FL and Temple Beth Shalom of Ocala The two ex-officers, Rabbi Erin Boxt and Pastor Hal McSwain, participate in board meetings but do not have the right to vote.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization mantains books and records that shall be available to both members and any member of the congregation of each member. Also, the organization shall prepare the financial statements. Financial information is discussed and questions or concerns addressed. Form 990 is prepared in accordance with the financial statements. All of the information contained in Form 990 is reviewed with the Board. The Board is presented with a copy of Form 990 after its completion.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Financial information is made available to the public upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0263071
IRS990/TotalAssetsEOYAmt0543027
IRS990/TotalAssetsGrp/BOYAmt0263071
IRS990/TotalAssetsGrp/EOYAmt0543027
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05118
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039533
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0192411
IRS990/TotalFunctionalExpensesGrp/TotalAmt0231944
IRS990/TotalGrossUBIAmt02443
IRS990/TotalLiabilitiesBOYAmt0215
IRS990/TotalLiabilitiesEOYAmt0328
IRS990/TotalLiabilitiesGrp/BOYAmt0215
IRS990/TotalLiabilitiesGrp/EOYAmt0328
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0262856
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0542699
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0192411
IRS990/TotalProgramServiceRevenueAmt0221574
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0221574
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0229135
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02443
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0263071
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0543027
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06140 SW 78th Ave Rd
IRS990/USAddress/CityNm0Ocala
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd034474
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Janet Kreisman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03524180437
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Tree of Life Sanctuary LLC
ReturnHeader/Filer/BusinessNameControlTxt0TREE
ReturnHeader/Filer/EIN0832225926
ReturnHeader/Filer/PhoneNum03524180437
ReturnHeader/Filer/USAddress/AddressLine1Txt06140 SW 78th Ave Rd
ReturnHeader/Filer/USAddress/CityNm0Ocala
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034474
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591349759
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Duggan Joiner & Company CPA's
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0334 NW 3rd Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ocala
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034475
ReturnHeader/PreparerPersonGrp/PhoneNum03527320171
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sheila Bartczak CPA
ReturnHeader/ReturnTs02025-11-13T10:35:30-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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