Civic Intelligence

Sarasota Carillon Foundation Inc

EIN 83-3263720 • 501(c)3 • Sarasota, FL

Pub. 78 Eligible990-N CoverageNTEE A99

Profile

To acquire, install, and support a 48-bell traveling carillon for the benefit of the county of sarasota, florida, its residents and its visitors.

1526 Pelican Point Dr No Ba143Sarasota, FL 34231

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

NTEE A99 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

NTEE A99 • <$500k nonprofits • Source year 2019

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

NTEE A99 • <$500k nonprofits • Source year 2019

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

NTEE A99 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

$244,520

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$244,520

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

$250,133

No earlier filing loaded for comparison.

Expenses

$5,613

No earlier filing loaded for comparison.

Net Income

$244,520

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2019: $244,520Liabilities 2019: $0Net Assets 2019: $244,5202019

Highlighted filing

2019

Assets$244,520
Liabilities$0
Net Assets$244,520
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Revenue 2019: $250,133Expenses 2019: $5,613Net Income 2019: $244,5202019

Highlighted filing

2019

Revenue$250,133
Expenses$5,613
Net Income$244,520
Open 2019 Filing

Filings

Most recent year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$244,520
Liabilities
$0
Net assets
$244,520
Revenue
$250,133
Expenses
$5,613
Net income
$244,520
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$2.50$0.06$2.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 11, 2019 to Jun 30, 2019
Signed
Feb 5, 2020
Return Version
2019v5.0
Gross Receipts
$250,133
Mission and Program Overview

Mission

To acquire, install, and support a 48-bell traveling carillon for the benefit of the county of sarasota, florida, its residents and its visitors.

To acquire, install, and support a 48-bell traveling carillon for the benefit of sarasota county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$0$222,381▲ $222,381
Savings and Temporary Cash Investments-$22,139-
Total Assets$0$244,520▲ $244,520
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$244,520-
Total Net Assets Fund Balance$0$244,520▲ $244,520
Total Liabilities and Net Assets / Fund Balance$0$244,520▲ $244,520

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$222,381$1,869$224,250
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
Wylie CrawfordPresident
George UbogySecretary
Jules LipowTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$250,100
Program Service Revenue
$0
Investment Income
$33
Other Revenue
$0
All Other Contributions
$250,100
Change in Net Assets
$244,520
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,363
Grants and Similar Amounts Paid$250
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$1,869--$1,869
Travel-$1,184-$1,184
Other Expenses$1,000$369-$369
Conferences and Meetings-$323-$323
Grants to Domestic Orgs$250--$250
Office Expenses-$18-$18
Total Functional Expenses$3,119$2,494$0$5,613
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
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 8B

“There are no committees at this time.”

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

“The form 990 is reviewed by the board of directors and then submitted for filing.”

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

“The board members are informed at each board meeting of the conflict of interest policy.”

Form 990, Part VI, Section B, Line 15

“The organization does not have any employees at this time.”

Form 990, Part VI, Section C, Line 19

“The organization provides its governing documents, conflict of interest policy and financial statements upon request.”

Filing and Contact Details

Filer

Filer Name
Sarasota Carillon Foundation Inc
EIN
83-3263720
Phone
8473342333
Address
1526 PELICAN POINT DR NO BA143, SARASOTA, FL 34231

Signing Officer

Name
Wylie Crawford
Title
President
Phone
8473342333
Signed
2020-02-05

Organization Details

Principal Officer
Wylie Crawford
Formed
2019
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
1

Preparer

Firm
Cavanaugh & Co Llp
Address
2381 FRUITVILLE ROAD, SARASOTA, FL 34237
Preparer
Michael R Pender
Phone
9413662983
Raw XML Appendix289 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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