Civic Intelligence

At Home Group DBA Small Sums

990 • Fiscal year 2015 • EIN 20-3431326

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 17, 2016

Organization ProfileWWW.SMALLSUMS.ORG
P O Box 40561Saint Paul, MN 55104

(651) 242-9441

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

55th percentile

5.4%

Higher net margin than 55% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

94th percentile

$55,201

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 26.2% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

92nd percentile

124%

Faster asset growth than 92% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$59,075

Up $32,741 (+124%) from 2014

Net Assets

Up

$55,471

Up $31,604 (+132%) from 2014

Liabilities

Up

$3,604

Up $1,137 (+46%) from 2014

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin55th percentile

Revenue

Up

$210,389

Up $41,886 (+25%) from 2014

Expenses

Up

$199,054

Up $18,813 (+10%) from 2014

Net Income

Up

$11,335

Up $23,073 (+197%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$600K$400K$200K$0Assets 2011: $24,072Liabilities 2011: $1,0002011Assets 2012: $44,518Liabilities 2012: $408Net Assets 2012: $44,1102012Assets 2013: $36,711Liabilities 2013: $1,1062013Assets 2014: $26,334Liabilities 2014: $2,467Net Assets 2014: $23,8672014Assets 2015: $59,075Liabilities 2015: $3,604Net Assets 2015: $55,4712015Assets 2016: $53,220Liabilities 2016: $0Net Assets 2016: $53,2202016Assets 2017: $45,697Liabilities 2017: $0Net Assets 2017: $45,6972017Assets 2018: $105,521Liabilities 2018: $0Net Assets 2018: $105,5212018Assets 2019: $135,728Liabilities 2019: $31,000Net Assets 2019: $104,7282019Assets 2020: $296,910Liabilities 2020: $88,245Net Assets 2020: $208,6652020Assets 2021: $393,987Liabilities 2021: $80,634Net Assets 2021: $313,3532021Assets 2022: $303,976Liabilities 2022: $80,605Net Assets 2022: $223,3712022Assets 2023: $523,373Liabilities 2023: $136,030Net Assets 2023: $387,3432023

Highlighted filing

2015

Assets$59,075
Liabilities$3,604
Net Assets$55,471
Open 2015 Filing

Operations Trend

Revenue Growth76th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $95,958Expenses 2011: $77,797Net Income 2011: $18,1612011Revenue 2012: $121,429Expenses 2012: $100,391Net Income 2012: $21,0382012Revenue 2013: $103,634Expenses 2013: $112,139Net Income 2013: -$8,5052013Revenue 2014: $168,503Expenses 2014: $180,241Net Income 2014: -$11,7382014Revenue 2015: $210,389Expenses 2015: $199,054Net Income 2015: $11,3352015Revenue 2016: $237,187Expenses 2016: $244,126Net Income 2016: -$6,9392016Revenue 2017: $313,624Expenses 2017: $321,147Net Income 2017: -$7,5232017Revenue 2018: $463,585Expenses 2018: $403,850Net Income 2018: $59,7352018Revenue 2019: $502,481Expenses 2019: $503,274Net Income 2019: -$7932019Revenue 2020: $543,485Expenses 2020: $439,548Net Income 2020: $103,9372020Revenue 2021: $577,737Expenses 2021: $473,049Net Income 2021: $104,6882021Revenue 2022: $392,338Expenses 2022: $482,320Net Income 2022: -$89,9822022Revenue 2023: $809,280Expenses 2023: $635,550Net Income 2023: $173,7302023

Highlighted filing

2015

Revenue$210,389
Expenses$199,054
Net Income$11,335
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 17, 2016
Return Version
2015v2.1
Gross Receipts
$210,389
Mission and Program Overview

Mission

Provide work item assistance to homeless workers

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$46,035$60,507▲ $14,472
Land, Buildings, and Equipment, Net$568$568→ $0
Prepaid Expenses and Deferred Charges-$-2,000-
Total Assets$46,603$59,075▲ $12,472
Liabilities
Accounts Payable and Accrued Expenses$2,467$3,604▲ $1,137
Total Liabilities$2,467$3,604▲ $1,137
Net Assets / Fund Balance
Unrestricted Net Assets$44,136$55,471▲ $11,335
Total Net Assets Fund Balance$44,136$55,471▲ $11,335
Total Liabilities and Net Assets / Fund Balance$46,603$59,075▲ $12,472

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$568$32-
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joyce L GillCo DirectorPT$55,201$55,201
Theresa J ThomasCo DirectorPT$22,220$22,220

Board Members and Trustees

NameTitle
Joseph R MargolisPresident
Jeff EngelsmaBoard Member
Mark P MargolisBoard Member
Terry MillerSecretary
Alan BrownTreasurersecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$210,387
Program Service Revenue
$0
Investment Income
$2
Other Revenue
$0
Change in Net Assets
$11,335
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$100,808
Salaries, Compensation, and Employee Benefits$83,404
Professional Fundraising Fees$14,822
Total Fundraising Expense$14,822
Grants and Similar Amounts Paid$20

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$80,378$9,897-$90,275
Current Officers, Directors, Trustees, and Key Employees$47,958$35,446-$83,404
Fees for Services Professional Fundraising--$14,822$14,822
Office Expenses-$2,849-$2,849
Travel-$2,594-$2,594
Insurance-$877-$877
Interest-$617-$617
Information Technology-$511-$511
Other Expenses-$502-$502
Advertising$166--$166
All Other Expenses-$150-$150
Grants to Domestic Orgs$20--$20
Total Functional Expenses$128,522$55,710$14,822$199,054
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$14,822

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala----
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
Yes
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

Officer directors etc family relationship Part VI line 2

“Joseph margolis and mark margolis are father and son”

Form 990 governing body review Part VI line 11

“Return was reviewed with accountant prior to filing”

Governing documents etc available to public Part VI line 19

“These policies are in the office and are available upon request”

Filing and Contact Details

Filer

Filer Name
At Home Group Dba Small Sums
EIN
20-3431326
Address
P O BOX 40561, SAINT PAUL, MN 55104

Signing Officer

Name
Theresa J Thomas
Title
Executive Direc
Phone
6512429441
Signed
2016-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theresa J Thomas
Formed
2005
Legal Domicile
Mn
Voting Board Members
5
Independent Board Members
0
Employees
2
Volunteers
85

Preparer

Firm
B and H Tax & Accounting LLC
Address
7970 UNIVERSITY AVE NE, FRIDLEY, MN 55432
Preparer
Pamela D Birkholz Ea
Phone
7634329217
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Telephone 1831contract services 8070 government fees 172program expenses 80398”

Raw XML AppendixShowing 400 of 412 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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0117931
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt095958
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0568
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0600
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0568
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOSEPH MARGOLIS AND MARK MARGOLIS ARE FATHER AND SON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RETURN WAS REVIEWED WITH ACCOUNTANT PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE POLICIES ARE IN THE OFFICE AND ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TELEPHONE 1831CONTRACT SERVICES 8070 GOVERNMENT FEES 172PROGRAM EXPENSES 80398
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other fees for services expenses Part IX line 11g
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0210387
IRS990/TotalEmployeeCnt02
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03415 PILLSBURY AVE S
IRS990/USAddress/CityNm0MINNEAPOLIS
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055408
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.SMALLSUMS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESA J THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum06512429441
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AT HOME GROUP DBA SMALL SUMS
ReturnHeader/Filer/BusinessNameControlTxt0ATHO
ReturnHeader/Filer/EIN0203431326
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 40561
ReturnHeader/Filer/USAddress/CityNm0SAINT PAUL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274181742
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0B AND H TAX & ACCOUNTING LLC

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,075
Liabilities
$3,604
Net assets
$55,471
Revenue
$210,389
Expenses
$199,054
Net income
$11,335
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.23$1.36$3.87$8.09$6.36$1.74
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.81$2.23$3.92$4.82$0.90
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.94$0.81$3.13$5.78$4.73$1.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.88$2.09$5.43$4.40$1.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.31$1.05$5.02$5.03$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$4.64$4.04$0.60
2017Summary only. Only limited summary data is available for this year.$0.46$0.00$0.46$3.14$3.21$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$2.37$2.44$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.04$0.55$2.10$1.99$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.02$0.24$1.69$1.80$0.12
2013Summary only. Only limited summary data is available for this year.$0.37$0.01$1.04$1.12$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.00$0.44$1.21$1.00$0.21
2011Summary only. Only limited summary data is available for this year.$0.24$0.01$0.96$0.78$0.18