Civic Intelligence

Alight Inc

990 • Fiscal year 2017 • EIN 20-3694806

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

2400 W Friendly AveGreensboro, NC 27403

(336) 832-0027

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-1412%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

9th percentile

-48%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-93%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$326,692

Down $306,200 (-48%) from 2016

Net Assets

Down

$326,692

Down $306,200 (-48%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$21,332

Down $306,484 (-93%) from 2016

Expenses

Up

$322,575

Up $106,077 (+49%) from 2016

Net Income

Down

-$301,243

Down $412,561 (-371%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $220,273Liabilities 2011: $0Net Assets 2011: $220,2732011Assets 2012: $283,467Liabilities 2012: $0Net Assets 2012: $283,4672012Assets 2013: $343,745Liabilities 2013: $0Net Assets 2013: $343,7452013Assets 2014: $424,878Liabilities 2014: $0Net Assets 2014: $424,8782014Assets 2015: $521,574Liabilities 2015: $0Net Assets 2015: $521,5742015Assets 2016: $632,892Liabilities 2016: $0Net Assets 2016: $632,8922016Assets 2017: $326,692Liabilities 2017: $0Net Assets 2017: $326,6922017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2017

Assets$326,692
Liabilities$0
Net Assets$326,692

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2011: $132,0322011Expenses 2012: $108,4292012Revenue 2013: $198,632Expenses 2013: $138,354Net Income 2013: $60,2782013Revenue 2014: $245,566Expenses 2014: $153,498Net Income 2014: $92,0682014Revenue 2015: $276,302Expenses 2015: $179,606Net Income 2015: $96,6962015Revenue 2016: $327,816Expenses 2016: $216,498Net Income 2016: $111,3182016Revenue 2017: $21,332Expenses 2017: $322,575Net Income 2017: -$301,2432017Revenue 2018: $2,339Expenses 2018: $329,031Net Income 2018: -$326,6922018

Highlighted filing

2017

Revenue$21,332
Expenses$322,575
Net Income-$301,243
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.3
Gross Receipts
$22,437
Mission and Program Overview

Mission

All breast cancer patients will have support and resources to face the challenges of their journey with dignity and grace. The mission is to reach out to breast cancer patients in our community by providing educational, financial and emotional resources, responding to evolving patient needs and developing and strengthening partnerships that enhance our program of work.

See schedule 0alight inc exists to provide emotional and informational support to newly diagnosed breast cancer patients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$313,435$326,692▲ $13,257
Rtn Earn Endowment Incm Other Fnds$632,892$326,692▼ $306,200
Cash and Non-Interest-Bearing Accounts$313,259$0▼ $313,259
Land, Buildings, and Equipment, Net$1,341$0▼ $1,341
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$632,892$326,692▼ $306,200
Other Assets Total$4,857$0▼ $4,857
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$632,892$326,692▼ $306,200
Total Liabilities and Net Assets / Fund Balance$632,892$326,692▼ $306,200
Compensation and Service Providers

Board Members and Trustees

NameTitle
Allison MorrisetteInterim Chairman
Melinda MadtesPast Chair
Donna LeeBoard Member
Mary Gorrell JonesFounder-member
Marti SmithSecretary
Marsha TiceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,808
Program Service Revenue
$0
Investment Income
$1,524
Other Revenue
$0
All Other Contributions
$13,464
Change in Net Assets
$-301,243
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$262,500
Other Expenses$34,432
Salaries, Compensation, and Employee Benefits$25,643
Total Fundraising Expense$6,789
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$262,500--$262,500
Current Officers, Directors, Trustees, and Key Employees$14,171$7,406$2,212$23,789
Fees for Services Accounting-$18,808-$18,808
Advertising--$4,408$4,408
Conferences and Meetings$66$2,042-$2,108
Payroll Taxes$1,084$601$169$1,854
All Other Expenses$721$891-$1,612
Occupancy-$1,200-$1,200
Insurance-$754-$754
Office Expenses$447$161-$608
Other Expenses$390$20-$390
Depreciation Depletion-$235-$235
Total Functional Expenses$283,668$32,118$6,789$322,575
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Moses Cone Heatlh SystemGreensboro, NC501(c)(3)Emergency Assistance Fund for Underinsured Breast Cancer Patientsemergency$262,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
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
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
Yes
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

Form 990, Part VI, Section B, Line 11B

Form 990 was provided to the board of directors and voted on prior to filing.

Form 990, Part VI, Section B, Line 12C

Board must vote on all matters involving conflicts of interest independent of conflicted member(s). President, treasurer and director monitor all transactions on a regular basis.

Form 990, Part VI, Section B, Line 15A

All compensation issues are voted on and recorded by the board.

Form 990, Part VI, Section C, Line 19

All organization documents, etc are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Alight Inc
EIN
20-3694806
Phone
3368320027
Address
2400 W FRIENDLY AVE, GREENSBORO, NC 27403

Signing Officer

Name
Marsha Tice
Title
Treasurer
Phone
3368320027
Signed
2018-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marsha Tice
Formed
2005
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
3
Volunteers
135

Preparer

Firm
Williams Overman Pierce Llp
Address
328 E MARKET STREET SUITE 100, GREENSBORO, NC 27401
Preparer
Richard T Dodson CPA
Phone
3362751686
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Book difference of asset disposal -5,439.

Raw XML Appendix390 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
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IRS990/BooksInCareOfDetail/PhoneNum03368320027
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EMERGENCY ASSISTANCE FUND FOR UNDERINSURED BREAST CANCER PATIENTSEMERGENCY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MOSES CONE HEATLH SYSTEM
IRS990ScheduleI/RecipientTable/RecipientEIN0581588823
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01200 NORTH ELM STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GREENSBORO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd027401
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0NAME OF ORGANIZATION OR GOVERNMENT: MOSES CONE HEALTH SYSTEM (H) PURPOSE OF GRANT OR ASSISTANCE: EMERGENCY ASSISTANCE FUND FOR UNDERINSURED BREAST CANCER PATIENTS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 1, COLUMN (H):
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS AND VOTED ON PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MUST VOTE ON ALL MATTERS INVOLVING CONFLICTS OF INTEREST INDEPENDENT OF CONFLICTED MEMBER(S). PRESIDENT, TREASURER AND DIRECTOR MONITOR ALL TRANSACTIONS ON A REGULAR BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL COMPENSATION ISSUES ARE VOTED ON AND RECORDED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL ORGANIZATION DOCUMENTS, ETC ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOOK DIFFERENCE OF ASSET DISPOSAL -5,439.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
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IRS990/SignificantChangeInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0326692
IRS990/TotalAssetsGrp/BOYAmt0632892
IRS990/TotalAssetsGrp/EOYAmt0326692
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt019808
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06789
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032118
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0283668
IRS990/TotalFunctionalExpensesGrp/TotalAmt0322575
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0632892
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0326692
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0872
IRS990/TotalProgramServiceExpensesAmt0283668
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01524
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt021332
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0135
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0632892
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0326692
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02400 W FRIENDLY AVE
IRS990/USAddress/CityNm0GREENSBORO
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027403
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.ALIGHTFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARSHA TICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03368320027
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALIGHT INC
ReturnHeader/Filer/BusinessNameControlTxt0ALIG
ReturnHeader/Filer/EIN0203694806
ReturnHeader/Filer/PhoneNum03368320027
ReturnHeader/Filer/USAddress/AddressLine1Txt02400 W FRIENDLY AVE
ReturnHeader/Filer/USAddress/CityNm0GREENSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027403
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DD55522A44A5A63DFED57132EC3AD63C9DD3A377
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:28:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562228660
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS OVERMAN PIERCE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0328 E MARKET STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027401
ReturnHeader/PreparerPersonGrp/PhoneNum03362751686
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD T DODSON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-13T11:13:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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