Civic Intelligence

Special Angels Investments Inc

EIN 86-1511965 • 501(c)3 • Oldsmar, FL

990-N Coverage

Profile

Recentering marginalized cemeteries through holistic site preservation, protection, and eductation

371 Roberts RdOldsmar, FL 34677

www.specialangelscemeterypreservation.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

37th percentile

-4.0%

Higher net margin than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

95th percentile

$61,364

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

114%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$0

Down $17,862 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $17,862 (-100%) from 2022

Revenue

Up

$442,816

Up $235,999 (+114%) from 2022

Expenses

Up

$460,678

Up $271,723 (+144%) from 2022

Net Income

Down

-$17,862

Down $35,724 (-200%) from 2022

Trend Graphs

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2022: $17,862Liabilities 2022: $0Net Assets 2022: $17,8622022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2022: $206,817Expenses 2022: $188,955Net Income 2022: $17,8622022Revenue 2023: $442,816Expenses 2023: $460,678Net Income 2023: -$17,8622023

Highlighted filing

2023

Revenue$442,816
Expenses$460,678
Net Income-$17,862

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 26, 2024
Return Version
2023v5.0
Gross Receipts
$442,816
Mission and Program Overview

Mission

Recentering marginalized cemeteries through holistic site preservation, protection, and eductation

Recentering marginalized cemeteries through olistic site preservation, protection and education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$17,862$0▼ $17,862
Rtn Earn Endowment Incm Other Fnds$17,862$0▼ $17,862
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$17,862$0▼ $17,862
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,862$0▼ $17,862
Total Liabilities and Net Assets / Fund Balance$17,862$0▼ $17,862
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lisa ArmstrongDirector Fo Community EngagementFT$61,364$61,364
Shannon BartleDirectorFT$27,500$27,500

Board Members and Trustees

NameTitle
Gerald CustinDirector
Jennifer LicataDirector
Juditte DorcyDirector
Qubit JacksonDirector
Hilary DouglasDirector of Finance

Highest Paid Contractors

ContractorServicesLocationCompensation
Groove JonesDevelop The Virtual/alternate Reality Program For Zion Cemetery3900 WILLOW ST, STE 200, Dallas, TX 75226$135,000
Revenue and Support

Revenue Composition

Contributions and Grants
$442,816
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-17,862
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$300,824
Salaries, Compensation, and Employee Benefits$159,854
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$157,166-$157,166
Current Officers, Directors, Trustees, and Key Employees-$88,864-$88,864
Other Salaries and Wages-$60,882-$60,882
Payroll Taxes-$10,108-$10,108
Other Expenses$0$8,446$0$8,446
Fees for Services Accounting-$4,937-$4,937
Occupancy-$3,968-$3,968
Office Expenses-$2,946-$2,946
Advertising-$2,068-$2,068
Travel-$1,639-$1,639
Total Functional Expenses$100,139$360,539$0$460,678
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Shannon Peck-bartleDirector of OrganizationIndependent Contractor - Services Provided to Complete the ProjectNo$27,500

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
No
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 2

The current director of finance has a familial relationship with one of the directors of the organization

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

The form is emailed to the board of directors prior to filing

Form 990, Part VI, Section C, Line 19

All documents are available to the public upon request. All documents are saved on a local drive which can be accessed as needed.

Filing and Contact Details

Filer

Filer Name
Special Angels Investments Inc
EIN
86-1511965
Phone
8138911300
Address
371 ROBERTS RD, OLDSMAR, FL 34677

Signing Officer

Name
Hilary Douglas
Title
Director of Finance
Phone
8138911300
Signed
2024-03-26

Organization Details

Principal Officer
Shannon Bartle
Formed
2020
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
4
Volunteers
6
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

Special angels investments completed its project to build an education program and rehab marginalized cemeteries through the use of a state grant. All funds have been used and special angels investments has decided to not pursue additional funds and to cease operations.

Form 990, Part IX, Line 11G

$135,000 of this expense was paid to one vendor to develop the virtual/alternate reality program for students to be able to lear about zion, the lost cemetery. The remaining funds were used for consultation fees to develop the education program.

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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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IRS990ScheduleA/PublicSupportTotal509Amt0649633
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0442816
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0206817
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0649633
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0442816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0206817
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0649633
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0SHANNON PECK-BARTLE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR OF ORGANIZATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt027500
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0INDEPENDENT CONTRACTOR - SERVICES PROVIDED TO COMPLETE THE PROJECT
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0EDUCATION PROGRAM DEVELOPED TO EDUCATE OTHERS ABOUT MARGINALIZED CEMETERIES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0Hillsborough County Public Schools
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02023-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0596000660
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0Public School
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0The value of the education program is unknown. The costs associated with developing the program were approximately $300,000.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0901 East Kennedy Boulevard
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Tampa
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0FL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd033602
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPECIAL ANGELS INVESTMENTS COMPLETED ITS PROJECT TO BUILD AN EDUCATION PROGRAM AND REHAB MARGINALIZED CEMETERIES THROUGH THE USE OF A STATE GRANT. ALL FUNDS HAVE BEEN USED AND SPECIAL ANGELS INVESTMENTS HAS DECIDED TO NOT PURSUE ADDITIONAL FUNDS AND TO CEASE OPERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CURRENT DIRECTOR OF FINANCE HAS A FAMILIAL RELATIONSHIP WITH ONE OF THE DIRECTORS OF THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM IS EMAILED TO THE BOARD OF DIRECTORS PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ALL DOCUMENTS ARE SAVED ON A LOCAL DRIVE WHICH CAN BE ACCESSED AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4$135,000 OF THIS EXPENSE WAS PAID TO ONE VENDOR TO DEVELOP THE VIRTUAL/ALTERNATE REALITY PROGRAM FOR STUDENTS TO BE ABLE TO LEAR ABOUT ZION, THE LOST CEMETERY. THE REMAINING FUNDS WERE USED FOR CONSULTATION FEES TO DEVELOP THE EDUCATION PROGRAM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt017862
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt017862
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0442816
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0360539
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0100139
IRS990/TotalFunctionalExpensesGrp/TotalAmt0460678
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt017862
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0100139
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt088864
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0442816
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt017862
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00

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