Civic Intelligence

Susan Lewis Simons

990EZ • Fiscal year 2020 • EIN 11-3682467

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 16, 2021

Organization Profileundertheshield.com
319 S Rock Harbor DrGilbert, AZ 85233

(480) 360-7971

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.09x

Higher debt load relative to assets than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

68th percentile

0.03x

Higher debt load relative to revenue than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

66th percentile

16%

Higher net margin than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

83rd percentile

$17,903

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 36.9% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

79th percentile

46%

Faster asset growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-58%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$18,551

Up $5,864 (+46%) from 2019

Net Assets

Up

$16,967

Up $10,641 (+168%) from 2019

Liabilities

Down

$1,584

Down $11,103 (-88%) from 2019

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin66th percentile

Revenue

Down

$48,485

Down $66,164 (-58%) from 2019

Expenses

Down

$40,491

Down $67,832 (-63%) from 2019

Net Income

Up

$7,994

Up $1,668 (+26%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0-$50KAssets 2013: $2Liabilities 2013: $18,2492013Assets 2014: $15,940Liabilities 2014: $02014Assets 2015: $17,940Liabilities 2015: $0Net Assets 2015: $17,8492015Assets 2016: $21,554Liabilities 2016: $21,554Net Assets 2016: $21,5542016Assets 2017: $5,627Liabilities 2017: $5,6272017Assets 2018: $7,119Liabilities 2018: $7,119Net Assets 2018: -$6092018Assets 2019: $12,687Liabilities 2019: $12,687Net Assets 2019: $6,3262019Assets 2020: $18,551Liabilities 2020: $1,584Net Assets 2020: $16,9672020Assets 2021: $87,194Liabilities 2021: $87,194Net Assets 2021: $68,3882021Assets 2022: $142,402Liabilities 2022: $142,402Net Assets 2022: $02022Assets 2023: $59,010Liabilities 2023: $0Net Assets 2023: $59,0102023Assets 2024: $15,781Liabilities 2024: $30,837Net Assets 2024: -$15,0562024Assets 2025: $52,260Liabilities 2025: $21,136Net Assets 2025: $31,1242025

Highlighted filing

2020

Assets$18,551
Liabilities$1,584
Net Assets$16,967
Open 2020 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2013: $6,600Expenses 2013: $25,226Net Income 2013: -$18,6262013Revenue 2014: $77,857Expenses 2014: $61,919Net Income 2014: $15,9382014Revenue 2015: $77,343Expenses 2015: $75,434Net Income 2015: $1,9092015Revenue 2016: $89,022Expenses 2016: $85,408Net Income 2016: $3,6142016Revenue 2017: $74,629Expenses 2017: $87,733Net Income 2017: -$13,1042017Revenue 2018: $93,549Expenses 2018: $94,158Net Income 2018: -$6092018Revenue 2019: $114,649Expenses 2019: $108,323Net Income 2019: $6,3262019Revenue 2020: $48,485Expenses 2020: $40,491Net Income 2020: $7,9942020Revenue 2021: $180,437Expenses 2021: $112,049Net Income 2021: $68,3882021Revenue 2022: $334,597Expenses 2022: $289,160Net Income 2022: $45,4372022Revenue 2023: $275,245Expenses 2023: $332,341Net Income 2023: -$57,0962023Revenue 2024: $339,724Expenses 2024: $392,275Net Income 2024: -$52,5512024Revenue 2025: $318,825Expenses 2025: $318,825Net Income 2025: $02025

Highlighted filing

2020

Revenue$48,485
Expenses$40,491
Net Income$7,994
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 16, 2021
Return Version
2020v4.0
Gross Receipts
$48,485
Mission and Program Overview

Mission

Improving mental wellness in first responders through peer support stress coaching, training and licensed mental health.

1st Responder/ Military Support

Program Services

DescriptionGrantsExpenses
Offer education, training and support to first responders and military personnel-$40,491
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan SimonsPresidentFT$17,903-$17,903
Bill LeroySecretary-$0--
Mary NeumanDirector-$0--
Patricia GroodyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Under the Shield
EIN
11-3682467
Address
319 S Rock Harbor Dr, GILBERT, AZ 85233

Signing Officer

Name
Susan Simons
Title
President
Signed
2021-06-16
Discuss with paid preparer
Yes

Preparer

Firm
True Blue Tax Service LLC
Address
PO BOX 8792, Surprise, AZ 85374
Preparer
Melinda McCorkle EA
Phone
6232399869
Supplemental Narrative

Additional Explanations

990EZ Page 1 Line 16 Other Expenses

“Auto and Travel 6077 Advertising 633 Bank Fees 46 Meals 3002 Operation Espenses 9940 Insurance 895 Payroll expenses other 1603”

990EZ Page 2 Line 26 A

“Ending Year Liabilities Payroll Liabilities 2994 Total Net Equity 9693”

990EZ Page 2 Line 26 B

“Ending Year LIabilities Payroll Liabilities 1584”

Raw XML Appendix128 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Susan Simons
IRS990EZ/BooksInCareOfDetail/PhoneNum04803607971
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0319 S Rock Harbor Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MESA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085205
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012687
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018551
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07994
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0352
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012687
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018551
IRS990EZ/GrantsAndSimilarAmountsPaidAmt040
IRS990EZ/GrossReceiptsAmt048485
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07994
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016967
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt017903
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Susan Simons
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bill Leroy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mary Neuman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Patricia Groody
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022196
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt01st Responder/ Military Support
IRS990EZ/ProgramServiceRevenueAmt048485
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Offer education, training and support to first responders and military personnel
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040491
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt017903
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012687
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01584
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040491
IRS990EZ/TotalProgramServiceExpensesAmt040491
IRS990EZ/TotalRevenueAmt048485
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03642
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03713
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07619
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt07619
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03642
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0239
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03713
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07619
IRS990ScheduleA/TotalSupportAmt07619
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Auto and Travel 6077 Advertising 633 Bank Fees 46 Meals 3002 Operation Espenses 9940 Insurance 895 Payroll expenses other 1603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Ending Year Liabilities Payroll Liabilities 2994 Total Net Equity 9693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Ending Year LIabilities Payroll Liabilities 1584
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990EZ Page 1 Line 16 Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990EZ Page 2 Line 26 A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990EZ Page 2 Line 26 B
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Simons
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Under the Shield
ReturnHeader/Filer/BusinessNameControlTxt0UNDE
ReturnHeader/Filer/EIN0113682467
ReturnHeader/Filer/USAddress/AddressLine1Txt0319 S Rock Harbor Dr
ReturnHeader/Filer/USAddress/CityNm0GILBERT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085233
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271457324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0True Blue Tax Service LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 8792
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Surprise
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085374
ReturnHeader/PreparerPersonGrp/PhoneNum06232399869
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melinda McCorkle EA
ReturnHeader/ReturnTs02021-06-25T11:26:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Susan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Simons
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,551
Liabilities
$1,584
Net assets
$16,967
Revenue
$48,485
Expenses
$40,491
Net income
$7,994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.52$0.21$0.31$3.19$3.19$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.16$0.31$0.15$3.40$3.92$0.53
2023Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$2.75$3.32$0.57
2022Detailed filing. Detailed filing data is available for this year.$1.42$1.42$0.00$3.35$2.89$0.45
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.68$1.80$1.12$0.68
2020Detailed filing. Detailed filing data is available for this year.$0.19$0.02$0.17$0.48$0.40$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.06$1.15$1.08$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.01$0.94$0.94$0.01
2017Summary only. Only limited summary data is available for this year.$0.06$0.06$0.75$0.88$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.22$0.89$0.85$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.77$0.75$0.02
2014Summary only. Only limited summary data is available for this year.$0.16$0.00$0.78$0.62$0.16
2013Summary only. Only limited summary data is available for this year.$0.00$0.18$0.07$0.25$0.19