Civic Intelligence

Esteem a Total Transformation

990 • Fiscal year 2022 • EIN 20-3325390

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 24, 2023

304 B Pomona DriveGreensboro, NC 27407

(336) 482-8691

Siviq Scores

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

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

2022 filings • NTEE P99 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

88th percentile

0.21x

Higher debt load relative to revenue than 88% of similar nonprofits.

2022 filings • NTEE P99 • <$500k nonprofits • Source year 2022

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2022 filings • NTEE P99 • <$500k nonprofits • Source year 2022

Top Officer Pay

85th percentile

$1,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2022 filings • NTEE P99 • <$500k nonprofits • Source year 2022

Asset Growth

74th percentile

50%

Faster asset growth than 74% of similar nonprofits.

2022 filings • NTEE P99 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

46th percentile

-0.1%

Faster revenue growth than 46% of similar nonprofits.

2022 filings • NTEE P99 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$39,102

Up $13,025 (+50%) from 2021

Net Assets

Flat

$0

Flat from 2021

Liabilities

Up

$39,102

Up $13,025 (+50%) from 2021

Revenue

Down

$187,348

Down $95 (-0.1%) from 2021

Expenses

Up

$212,327

Up $16,595 (+8.5%) from 2021

Net Income

Down

-$24,979

Down $16,690 (-201%) from 2021

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2016: $1,304Liabilities 2016: $0Net Assets 2016: $1,3042016Assets 2017: $19,447Liabilities 2017: $15,782Net Assets 2017: $3,6652017Assets 2018: $17,519Liabilities 2018: $17,519Net Assets 2018: $02018Assets 2019: $17,953Liabilities 2019: $17,672Net Assets 2019: $2812019Assets 2020: $18,410Liabilities 2020: $0Net Assets 2020: $18,4102020Assets 2021: $26,077Liabilities 2021: $26,077Net Assets 2021: $02021Assets 2022: $39,102Liabilities 2022: $39,102Net Assets 2022: $02022Assets 2023: $39,775Liabilities 2023: $39,586Net Assets 2023: $1892023Assets 2024: $42,758Liabilities 2024: $42,758Net Assets 2024: $02024

Highlighted filing

2022

Assets$39,102
Liabilities$39,102
Net Assets$0

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2016: $92,417Expenses 2016: $91,905Net Income 2016: $5122016Revenue 2017: $98,633Expenses 2017: $102,898Net Income 2017: -$4,2652017Revenue 2018: $114,133Expenses 2018: $111,703Net Income 2018: $2,4302018Revenue 2019: $119,766Expenses 2019: $119,485Net Income 2019: $2812019Revenue 2020: $140,904Expenses 2020: $140,447Net Income 2020: $4572020Revenue 2021: $187,443Expenses 2021: $195,732Net Income 2021: -$8,2892021Revenue 2022: $187,348Expenses 2022: $212,327Net Income 2022: -$24,9792022Revenue 2023: $180,008Expenses 2023: $179,819Net Income 2023: $1892023Revenue 2024: $188,177Expenses 2024: $173,373Net Income 2024: $14,8042024

Highlighted filing

2022

Revenue$187,348
Expenses$212,327
Net Income-$24,979
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 24, 2023
Return Version
2022v5.0
Gross Receipts
$187,348
Mission and Program Overview

Mission

Wellness program: Wellness extends beyond the physical aspects of our lives- mental, emotional, nd spiritual health equally as important a maintaining healthy bodies.

Transformimg lives of induividuals through health and wellness education. Assisting clients with their full body and mind health.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Assets Total$26,077$39,102▲ $13,025
Total Assets$26,077$39,102▲ $13,025
Liabilities
Other Liabilities$26,077$39,102▲ $13,025
Total Liabilities$26,077$39,102▲ $13,025
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$26,077$39,102▲ $13,025
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Donna NealyOwnerFT$1,000$1,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$187,348
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-24,979
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$107,042
Salaries, Compensation, and Employee Benefits$105,285
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$105,111--$105,111
Other Expenses$30,192--$30,192
Occupancy$8,642--$8,642
Information Technology$4,145--$4,145
Office Expenses$2,272$1,689-$3,961
Advertising$2,842--$2,842
Travel$2,388--$2,388
Insurance$512--$512
Payroll Taxes$174--$174
Total Functional Expenses$210,638$1,689$0$212,327
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION A, LINE 8A

The only member document changes made to the organization opreations each year

Filing and Contact Details

Filer

Filer Name
Esteem Total Transformation
EIN
20-3325390
Phone
3364828691
Address
304 B POMONA DRIVE, GREENSBORO, NC 27407

Signing Officer

Name
Donna Nealy
Title
Executive Director
Phone
3364828691
Signed
2023-10-24
Discuss with paid preparer
Yes

Organization Details

Formed
2011
Legal Domicile
Nc
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Document Express Tax Service
Address
2602A ERIC LANE, BURLINGTON, NC 27215
Preparer
Carissa a Graves
Phone
3365703629
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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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