Civic Intelligence

Dollries Family Foundation

EIN 85-4312421 • Sarasota, FL

212 Bird Key DrSarasota, FL 34236
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

6th percentile

-87%

Higher net margin than 6% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

25th percentile

-3.5%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

99th percentile

1897%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,998,378

Down $71,966 (-3.5%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$1,998,378

Down $71,966 (-3.5%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin6th percentile

Revenue

Up

$83,245

Up $79,077 (+1897%) from 2023

Expenses

Up

$155,877

Up $53,454 (+52%) from 2023

Net Income

Up

-$72,632

Up $25,623 (+26%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$3.0M$2.0M$1.0M$0Assets 2020: $1,913,406Liabilities 2020: $02020Assets 2021: $2,173,972Liabilities 2021: $1Net Assets 2021: $2,173,9722021Assets 2023: $2,070,344Liabilities 2023: $1Net Assets 2023: $2,070,3442023Assets 2024: $1,998,378Liabilities 2024: $0Net Assets 2024: $1,998,3782024

Highlighted filing

2024

Assets$1,998,378
Liabilities$0
Net Assets$1,998,378
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2020: $1,913,610Expenses 2020: $204Net Income 2020: $1,913,4062020Revenue 2021: $377,988Expenses 2021: $117,422Net Income 2021: $260,5662021Revenue 2023: $4,168Expenses 2023: $102,423Net Income 2023: -$98,2552023Revenue 2024: $83,245Expenses 2024: $155,877Net Income 2024: -$72,6322024

Highlighted filing

2024

Revenue$83,245
Expenses$155,877
Net Income-$72,632
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,998,378
Liabilities
$0
Net assets
$1,998,378
Revenue
$83,245
Expenses
$155,877
Net income
-$72,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.08$0.16$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.00$0.10$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.38$0.12$0.26
2020Summary only. Only limited summary data is available for this year.$1.91$0.00$1.91$0.00$1.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 24, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN J DOLLRIESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Dollries Family Foundation
EIN
85-4312421
Phone
5138602354
Address
212 BIRD KEY DR, SARASOTA, FL 34236

Signing Officer

Name
John J Dollries
Title
Director
Phone
5138602354
Signed
2025-09-24
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
537 E PETE ROSE WAY, CINCINNATI, OH 45202
Preparer
Jonathan Winterkorn CPA
Phone
5135958800
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DOLLAR GENERAL CORP DG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25DOLLAR TREE STORES INC DLTR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26EMERSON ELECTRIC CO EMR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27EXPEDIA INC EXPE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28FACTSET RESEARCH SYSTEMS INC FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29GE AEROSPACE NEW GE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30GENL DYNAMICS CORP GD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31GLOBE LIFE INC GL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GRAINGER W W INC GWW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33GSK PLC ADR SPONSORED ADR NEW GSK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34HARTFORD FINL SVCS GROUP INC HIG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35HONDA MOTOR LTD AMERICAN SHARES HMC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ILLINOIS TOOL WORKS INC ITW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37INGREDION INCORPORATED INGR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ISHARES ETF SHORT TREASURY BOND SHV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ISHARES CORE S&P ETF SMALLCAP IJR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40JOHNSON & JOHNSON JNJ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41JONES LANG LASALLE INC JLL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42JPMORGAN CHASE & CO JPM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43KENVUE INC KVUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44LINDE PLC LIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45LOWES COMPANIES INC LOW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46L3HARRIS TECHNOLOGIES INC LHX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MCDONALDS CORP MCD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MEDTRONIC PLC MDT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MICROSOFT CORP MSFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50NATIONAL FUEL GAS CO NFG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51NEXTERA ENERGY INC NEE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53NNN REIT INC NNN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55P P G INDUSTRIES INC PPG
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57PAYCHEX INC PAYX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58PAYPAL HOLDINGS INC PYPL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PEPSICO INCORPORATED PEP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PHILLIPS 66 PSX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PNC FINANCIAL SERVICES GROUP PNC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PROCTER & GAMBLE CO PG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63S&P GLOBAL INC SPGI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64SANOFI ADR SNY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65SCHWAB CHARLES CORP NEW SCHW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67STARBUCKS CORP SBUX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68TARGET CORP TGT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69TOTALENERGIES SE ADR TTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70TRAVELERS COS INC/ THE TRV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71TRUIST FINL CORP TFC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72UNILEVER PLC SPONS ADR UL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73UNITED PARCEL SERVICE-B UPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74UNITEDHEALTH GROUP INC UNH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75US BANCORP USB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76VANGUARD FTSE ETF DEVELOPED MARKETS ETF VEA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF VWO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78VANGUARD MID-CAP ETF GROWTH FUND VOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79VANGUARD MID-CAP VAL ETF INDEX FUND VOE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VANGUARD RUSSELL ETF 1000 GROWTH VONG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VANGUARD SMALL CAP V ETF ETF VBR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt039290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt134571
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BARON DISCOVERY FD CL INSTITUTIONAL BDFIX ON REINVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BARON SELECT FUNDS REAL ESTATE FUND INSTL SHS BREIX ON REINVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt039045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt138499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt045222
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt033823
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt079045
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt079045
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt033823
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0135000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0135000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt04200
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt045113
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt045222
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-72632
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0491848
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt033823
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt061659
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt014359
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt014359
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0818
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02318
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0137100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt017277
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0155877
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt078936
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt083245
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02100
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt017277
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt020877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt043316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1414709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt128170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt128170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt048953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1442879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GAIN/LOSS ON SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GAIN/LOSS ON SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt033823
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-72632
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0666
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01998378
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02070344
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01998378
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0110874
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0110874
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0110874
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0111731
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0857
IRS990PF/DistributableAmountGrp/TotalTaxAmt0857
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0231
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01088

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