Civic Intelligence

Susan Lewis Simons

990 • Fiscal year 2023 • EIN 11-3682467

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization Profileundertheshield.com
1845 S Dobson Rd STE 117Mesa, AZ 85202

(623) 239-9869

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

19th percentile

-21%

Higher net margin than 19% of similar nonprofits.

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

Top Officer Pay

98th percentile

$100,880

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 36.7% of source-year revenue.

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

Asset Growth

9th percentile

-59%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

26th percentile

-18%

Faster revenue growth than 26% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$59,010

Down $83,392 (-59%) from 2022

Net Assets

Up

$59,010

Up $59,010 from 2022

Liabilities

Down

$0

Down $142,402 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin19th percentile

Revenue

Down

$275,245

Down $59,352 (-18%) from 2022

Expenses

Up

$332,341

Up $43,181 (+15%) from 2022

Net Income

Down

-$57,096

Down $102,533 (-226%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth9th 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: $7,9942020Assets 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

2023

Assets$59,010
Liabilities$0
Net Assets$59,010
Open 2023 Filing

Operations Trend

Revenue Growth26th 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

2023

Revenue$275,245
Expenses$332,341
Net Income-$57,096
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.0
Gross Receipts
$275,245
Mission and Program Overview

Mission

1st Responder/ Military Support

1st responder/military support

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$127,640$59,010▼ $68,630
Rtn Earn Endowment Incm Other Fnds$117,108$59,010▼ $58,098
Total Assets$127,640$59,010▼ $68,630
Liabilities
Accounts Payable and Accrued Expenses$10,532--
Total Liabilities$10,532$0▼ $10,532
Net Assets / Fund Balance
Total Net Assets Fund Balance$117,108$59,010▼ $58,098
Total Liabilities and Net Assets / Fund Balance$127,640$59,010▼ $68,630
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan SimonsPresidentFT$100,880$100,880
Tom HauboldBoard MemberPT$28,800$28,800

Board Members and Trustees

NameTitle
Andy HughesBoard Member
Scott SlossBoard Member
W Marshall SimBoard Member
Wayne WillieBoard Member
David CohenBoard Menber
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$275,245
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-57,096
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$238,096
Other Expenses$92,195
Grants and Similar Amounts Paid$2,050
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$230,378--$230,378
Office Expenses$45,640--$45,640
Travel$22,423--$22,423
Occupancy$22,402--$22,402
Payroll Taxes$7,718--$7,718
Grants to Domestic Individuals$2,050--$2,050
Advertising$1,730--$1,730
Total Functional Expenses$332,341$0$0$332,341
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Under the Shield
EIN
11-3682467
Address
1845 S Dobson Rd STE 117, MESA, AZ 85202

Signing Officer

Name
Susan Simons
Title
President
Phone
8558892348
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Simons
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
0
Employees
1

Preparer

Firm
True Blue Tax Service LLC
Address
17220 N Boswell Blvd 131E, Sun City, AZ 85373
Preparer
Melinda McCorkle EA
Phone
6232399869
Supplemental Narrative

Additional Explanations

990 Form 8868

“The Form 8868 for this organization was oriinally filed as a 8868 for a 990EZ as this is what the organization has historically filed. This year their income has increased requiring the 990 rather than the EZ. Filed under timely ext”

Raw XML Appendix312 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sun City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085373
ReturnHeader/PreparerPersonGrp/PhoneNum06232399869
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melinda McCorkle EA
ReturnHeader/ReturnTs02024-11-13T13:02:22-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,010
Liabilities
$0
Net assets
$59,010
Revenue
$275,245
Expenses
$332,341
Net income
-$57,096
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$0.08$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