IMPACT 100 SRQ INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- IMPACT 100 SRQ INC (EIN 82-1754541)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-05-19
- IRS object ID
- 202541399349300109
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-19T05:09:53-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464456779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA C PAOLERCIO CPA INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7922 KAVANAGH CT | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821754541 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMPACT 100 SRQ INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IMPA | BusinessNameControlTxt |
| Phone | 2629576303 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 49887 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA KANDZIORA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2629576303 | PhoneNum |
| Signature | 2025-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laura Paolercio | PreparerPersonNm |
| PTIN | P00044587 | PTIN |
| Phone | 9413783747 | PhoneNum |
| Preparation | 2025-05-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | PAMELA KANDZIORA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7537 TRILLIUM BLVD | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $954,462 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IMPACT100SRQ.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | AWARDS MEMBERSHIP FUNDED GRANTS TO LOCAL NON-PROFIT ORGANIZATIONS WHILE EMPOWERING WOMEN TO IMPROVE | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $886,692 | PYContributionsGrantsAmt |
| CY Contributions Grants | $924,460 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,263 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,002 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $889,955 | PYTotalRevenueAmt |
| CY Total Revenue | $954,462 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $325,474 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $631,525 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $44,319 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $77,260 | PYOtherExpensesAmt |
| CY Other Expenses | $84,728 | CYOtherExpensesAmt |
| PY Total Expenses | $402,734 | PYTotalExpensesAmt |
| CY Total Expenses | $716,253 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $487,221 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $238,209 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,330,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,588,265 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,330,628 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,588,265 | NetAssetsOrFundBalancesEOYAmt |
| Mission | IMPACT 100 SRQ INC AWARDS MEMBERSHIP FUNDED GRANTS TO LOCAL NON-PROFIT ORGANIZATIONS WHILE EMPOWERING WOMEN TO IMPROVE LIVES THROUGH PHILANTHROPY | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $631,525 | ExpenseAmt |
| Grant | $631,525 | GrantAmt |
| Revenue | $924,460 | RevenueAmt |
| Desc | IMPACT 100 SRQ MET AND EXCEEDED THEIR GOAL TO SOLICIT DONATIONS OF AT LEAST $1,000 FROM AT LEAST 100 WOMEN IN THEIR EXTENDED SARASOTA COUNTY AREA. IN 2023, IMPACT SOLICTED GRANT PROPOSALS FROM 501(C)(3) ORGANIZATIONS BASED IN THE SARASOTA COUNTY AREA. THE ORGINIZATIONS FOCUSED THEIR CHARITABLE ACTIVITIES IN THE FOLLOWING AREAS: EDUCATION, FAMILY, HEALTH AND WELLNESS, ARTS, CULTURE AND HISTORY, AND ENVIROMENT AND RECREATION. IN 2023 IMPACT SRQ WAS ABLE TO CONTRIBUTE TO HOPE FAMILY SERVICES $101,000 EIN 59-1970241, TO RESILIENT RETREAT $93,965 EIN 83-1677056, TO FL WEST COAST SYMPHONY $90,430 EIN 59-2603081, TO SENIOR FRIENDSHIP CENTER $80,899 EIN 59-1522614, TO SPARCC $110,500 EIN 59-1943399, TO BOOKER PROMISE $110,500 EIN 84-2585940, TO CONSERVATION FUND OF THE GULF COAST $15,491 EIN 20-0345249 AND TO DREAMERS ACADEMY $28,740 EIN 82-2813068 | Desc |
| Total Program Service Expenses | $631,525 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAM KANDZIORIA | PersonNm |
| Phone | 2629576303 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7537 TRILLIUM BLVD | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| PAM KANDZIORA | |||||
| PRESIDENT | 35.00 | Yes (X) | $0 | $0 | $0 |
| JANE WATT | |||||
| FOUNDING PRESIDENT | 15.00 | Yes (X) | $0 | $0 | $0 |
| MARY ZIEGLER | |||||
| TREASURER | 25.00 | Yes (X) | $0 | $0 | $0 |
| SARA WINER | |||||
| VICE PRESIDENT GRANTS | 25.00 | Yes (X) | $0 | $0 | $0 |
| GAIL LISI | |||||
| VICE PRESIDENT MEMBERSHIP | 25.00 | Yes (X) | $0 | $0 | $0 |
| MARILYN KEYES | |||||
| DIRECTOR MEMBERSHIP | 15.00 | Yes (X) | $0 | $0 | $0 |
| NANCY PLATKIN | |||||
| DIRECTOR MEMBERSHIP | 15.00 | Yes (X) | $0 | $0 | $0 |
| ROBERTA SCALES | |||||
| DIRECTOR MEMBERSHIP | 15.00 | Yes (X) | $0 | $0 | $0 |
| KAY STUMP | |||||
| DIRECTOR MEMBERSHIP | 15.00 | Yes (X) | $0 | $0 | $0 |
| ELLEN FOSTER | |||||
| DIRECTOR FAC | 15.00 | Yes (X) | $0 | $0 | $0 |
| MARIA MANDLER | |||||
| DIRECTOR FRC | 15.00 | Yes (X) | $0 | $0 | $0 |
| ALLISON GREGORY | |||||
| DIRECTOR TECHNOLOGY | 20.00 | Yes (X) | $0 | $0 | $0 |
| KELLY HOWARD | |||||
| DIRECTOR FAC | 15.00 | Yes (X) | $0 | $0 | $0 |
| BONNIE GRANATIR | |||||
| DIRECTOR FRC | 15.00 | Yes (X) | $0 | $0 | $0 |
| SUSAN LERMAN | |||||
| DIRECTOR NONPROFIT | 15.00 | Yes (X) | $0 | $0 | $0 |
| BIRGIT SROKA | |||||
| SECRETARY | 10.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $924,460 | MembershipDuesAmt |
| Total Contributions | $924,460 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,002 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $30,002 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $954,462 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $30,002 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $631,525 | TotalAmt |
| Program Services | $631,525 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,525 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $14,525 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,411 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,411 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,910 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $8,910 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,794 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,794 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,258 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $16,945 | ManagementAndGeneralAmt |
| Fundraising | $17,313 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,790 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,790 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,839 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,839 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SCHOLARSHIPS AWARDED | $9,450 | $0 | $9,450 | $0 |
| BANK CHARGES & CC FEES | $3,180 | $0 | $3,180 | $0 |
| EVENT EXPENSES | $3,384 | $0 | $0 | $3,384 |
| TAXES, LICENSES | $187 | $0 | $0 | $187 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $716,253 | TotalAmt |
| Program Services | $631,525 | ProgramServicesAmt |
| Management And General | $40,409 | ManagementAndGeneralAmt |
| Fundraising | $44,319 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,323,581 | BOYAmt |
| EOY | $1,220,735 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,772 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,728 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,834 | BOYAmt |
| EOY | $3,044 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,213 | BOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $364,486 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,330,628 | BOYAmt |
| EOY | $1,588,265 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,330,628 | BOYAmt |
| EOY | $1,588,265 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,330,628 | BOYAmt |
| EOY | $1,588,265 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,330,628 | BOYAmt |
| EOY | $1,588,265 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $238,209 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $19,428 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $284,002 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $447,203 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $886,691 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $886,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $924,460 | CurrentTaxYearAmt |
| Total | $3,429,048 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $315 | CurrentTaxYearMinus3YearsAmt |
| Total | $315 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $284,002 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $447,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $886,691 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $886,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $924,460 | CurrentTaxYearAmt |
| Total | $3,429,363 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $3,429,363 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,949 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $375 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,263 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,002 | CurrentTaxYearAmt |
| Total | $38,871 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,949 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $375 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,263 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,002 | CurrentTaxYearAmt |
| Total | $38,871 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,468,234 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98880 | PublicSupportCY509Pct |
| Investment Income CY | 0.01120 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00340 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,772 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,728 | DepreciationAmt |
| Book Value | $3,044 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,044 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| US TREASURY BILL 3/19/24 | $100,862 | C |
| US TREASURY NOTE 3/15/24 | $263,624 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $364,486 | TotalBookValueSecuritiesAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| HOPE FAMILY SERVICES | ||||||||
| PO BOX 1624 | BRADENTON | FL | 34206 | 591970241 | 501(C)(3) | $101,000 | $0 | SUPPORT NP MISSION |
| FL W Coast Sympnhony | ||||||||
| 709 N TAMIAMI TR | SRQ | FL | 34236 | 592603081 | 501(C)(3) | $90,430 | $0 | SUPPORT NP MISSION |
| SNR FRIENDSHIP CTR INC | ||||||||
| 1888 BROTHER GREENEN WAY | SRQ | FL | 34236 | 591522614 | 501(C)(3) | $80,899 | $0 | SUPPORT NP MISSION |
| BOOKER PROMISE FDN INC | ||||||||
| PO BOX 2299 | SARASOTA | FL | 34239 | 842585940 | 501(C)(3) | $110,500 | $0 | SUPPORT NP MISSION |
| CONSERVATION FDN OF THE GC | ||||||||
| PO BOX 902 | OSPREY | FL | 34229 | 200345249 | 501(C)(3) | $15,491 | $0 | SUPPORT NP MISSION |
| RESILIENT RETREAT | ||||||||
| 3500 JOURNEY LN | SARASOTA | FL | 34240 | 831677056 | 501(C)(3) | $93,965 | $0 | SUPPORT NP MISSION |
| DREAMER ACADEMY INC | ||||||||
| 2146 MYRTLE ST | SARASOTA | FL | 34234 | 822813068 | 501(C)(3) | $28,740 | $0 | SUPPORT NP MISSION |
| SPARCC INC | ||||||||
| 2139 MAIN ST | SARASOTA | FL | 34237 | 591943399 | 501(C)(3) | $110,500 | $0 | SUPPORT NP MISSION |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | THE BOARD MEMBERS REVIEW THE 990 BEFORE IT IS SUBMITTED. |
| Pt VI, Line 19 | ARTICLES OF INCORPORATION AND ANNUAL REPORTS HAVE BEEN AVAILABLE SINCE 2017 AT DOS.FL.GOV/SUNBIZ. ALL OTHER DOCUMENTS HAVE NOT BEEN AVAILABLE TO THE PUBLIC. |
| Pt XI | LINE 9 - AN ADJUSTMENT OF $19,428 REFLECTS THE CHANGE IN TEMPORARILY RESTICTED NET ASSESTS AS DESIGNATED BY THE BOD AND DONORS FROM 12/31/22 AS COMPARED TO 12/31/23 |
| Pt VI, Line 12c | EVERY BOARD MEMBER MUST SIGN THE BOARD OF DIRECTORS CONFLICT OF INTEREST AGREEMENT THAT STATES THAT SHE HAS READ AND UNDERSTANDS THE BOARD OF DIRECTORS CONFLICT OF INTEREST POLICY AND AGREES TO COMPLY WITH THE POLICY. IN ADDITION, ALL BOARD MEMBERS AND MEMBERS WHO PARTICIPATE IN THE GRANT FUNDING REVIEW PROCESS AGREE TO COMPLY WITH THE GRANT APPLICATION REVIEW CONFLICT OF INTEREST AND CONFIDENTIAILITY POLICY. THIS POLICY REQUIRES DISCLOSURE OF CONFLICTS AND AGREEMENT TO REFRAIN FROM COMMITTEE PARTICIPATION ON GRANT APPLICATIONS ON WHICH THEY HAVE A CONFLICT. |
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