Civic Intelligence

Transformation

990EZ • Fiscal year 2021 • EIN 20-3738361

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 06, 2022

Organization Profilesabeacon.com
26231 Lost Creek WayBoerne, TX 78015

(210) 316-8260

Siviq Scores

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

Liabilities / Assets

94th percentile

0.98x

Higher debt load relative to assets than 94% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

92nd percentile

0.62x

Higher debt load relative to revenue than 92% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

41st percentile

2.3%

Higher net margin than 41% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$53,148

Up $53,147 (+5314700%) from 2016

Net Assets

$1,161

No earlier filing loaded for comparison.

Liabilities

Up

$51,987

Up $80,371 (+283%) from 2016

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin41st percentile

Revenue

Up

$84,027

Up $76,939 (+1085%) from 2016

Expenses

Up

$82,065

Up $74,977 (+1058%) from 2016

Net Income

Up

$1,962

Up $1,962 from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$100K$0-$100K-$200KAssets 2011: $5,924Liabilities 2011: $182,1182011Assets 2012: $1,232Liabilities 2012: $64,4022012Assets 2013: $6Liabilities 2013: $63,6012013Assets 2014: $346Liabilities 2014: $49,7142014Assets 2015: $87Liabilities 2015: $35,0622015Assets 2016: $1Liabilities 2016: -$28,3842016Assets 2021: $53,148Liabilities 2021: $51,987Net Assets 2021: $1,1612021Assets 2022: $51,993Liabilities 2022: $54,4282022Assets 2023: $53,161Liabilities 2023: $134,8912023Assets 2024: $51,492Liabilities 2024: $187,951Net Assets 2024: -$136,4592024

Highlighted filing

2021

Assets$53,148
Liabilities$51,987
Net Assets$1,161
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $130,627Expenses 2011: $123,664Net Income 2011: $6,9632011Revenue 2012: $36,807Expenses 2012: $42,984Net Income 2012: -$6,1772012Revenue 2013: $37,031Expenses 2013: $37,456Net Income 2013: -$4252013Revenue 2014: $22,685Expenses 2014: $22,339Net Income 2014: $3462014Revenue 2015: $18,790Expenses 2015: $18,703Net Income 2015: $872015Revenue 2016: $7,088Expenses 2016: $7,088Net Income 2016: $02016Revenue 2021: $84,027Expenses 2021: $82,065Net Income 2021: $1,9622021Revenue 2022: $113,986Expenses 2022: $117,582Net Income 2022: -$3,5962022Revenue 2023: $67,626Expenses 2023: $122,571Net Income 2023: -$54,9452023Revenue 2024: $60,025Expenses 2024: $114,754Net Income 2024: -$54,7292024

Highlighted filing

2021

Revenue$84,027
Expenses$82,065
Net Income$1,962
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 6, 2022
Return Version
2021v4.0
Gross Receipts
$84,027
Mission and Program Overview

Mission

A servant ministry that supports nonprofits and ministries by building awareness of their efforts

Program Services

DescriptionGrantsExpenses
To empower nonprofits, ministries and churches with additional resources to change even more lives in our community.$0$56,267
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Claude RobertsPresidentFT$0--
Duke JonietzBoard Treasurer And SecretaryFT$0--
Debra JonietzBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Transformation
EIN
20-3738361
Phone
2103168260
Address
26231 Lost Creek Way, Boerne, TX 78015

Signing Officer

Name
Duke Jonietz
Title
Board Treasurer
Phone
2103168260
Signed
2022-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Bellwether
Address
12614 Carriage Dove, San Antonio, TX 78249
Preparer
Lee Ann Crockett
Phone
2108021499
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Bank Fees $1860 IT $4,729 Office Supplies $4694 General Oprs $14674 Insurance $14,132”

Form 990-EZ, Part II, Line 24

“Goodwill $50,000”

Form 990-EZ, Part II, Line 26

“Interest Payable $1691 Other $296 Note Payable SA Beacon $50,000”

Raw XML Appendix162 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Duke Jonietz
IRS990EZ/BooksInCareOfDetail/PhoneNum02103168260
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06231 Lost Creek Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Boerne
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078015
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt080
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03148
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt027498
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01962
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05206
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt080
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053148
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt084027
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-801
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01161
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-801
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01161
IRS990EZ/OccupancyRentUtltsAndMaintAmt025038
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt050
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Claude Roberts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Duke Jonietz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Debra Jonietz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Treasurer and Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt050000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt040089
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0A servant ministry that supports nonprofits and ministries by building awareness of their efforts
IRS990EZ/PrintingPublicationsPostageAmt011732
IRS990EZ/ProgramServiceRevenueAmt056529
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To empower nonprofits, ministries and churches with additional resources to change even more lives in our community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056267
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0881
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt051987
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt082065
IRS990EZ/TotalProgramServiceExpensesAmt056267
IRS990EZ/TotalRevenueAmt084027
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt084027
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt014034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt033375
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0147136
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportTotal170Amt0147136
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt084027
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt014034
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt033375
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03200
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0147136
IRS990ScheduleA/TotalSupportAmt0147136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank Fees $1860 IT $4,729 Office Supplies $4694 General Oprs $14674 Insurance $14,132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Goodwill $50,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Interest Payable $1691 Other $296 Note Payable SA Beacon $50,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26
ReasonableCauseExplanation/ExplanationTxt0Difficulty in finding an accountant who could file electronically.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Duke Jonietz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02103168260
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRANSFORMATION
ReturnHeader/Filer/BusinessNameControlTxt0TRAN
ReturnHeader/Filer/EIN0203738361
ReturnHeader/Filer/PhoneNum02103168260
ReturnHeader/Filer/USAddress/AddressLine1Txt026231 Lost Creek Way
ReturnHeader/Filer/USAddress/CityNm0Boerne
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078015
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822904523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bellwether
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012614 Carriage Dove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078249
ReturnHeader/PreparerPersonGrp/PhoneNum02108021499
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lee Ann Crockett
ReturnHeader/ReturnTs02022-10-07T16:42:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,148
Liabilities
$51,987
Net assets
$1,161
Revenue
$84,027
Expenses
$82,065
Net income
$1,962
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.51$1.88$1.36$0.60$1.15$0.55
2023Summary only. Only limited summary data is available for this year.$0.53$1.35$0.68$1.23$0.55
2022Summary only. Only limited summary data is available for this year.$0.52$0.54$1.14$1.18$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.52$0.01$0.84$0.82$0.02
2016Summary only. Only limited summary data is available for this year.$0.00$0.28$0.07$0.07$0.00
2015Summary only. Only limited summary data is available for this year.$0.00$0.35$0.19$0.19$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.50$0.23$0.22$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.64$0.37$0.37$0.00
2012Summary only. Only limited summary data is available for this year.$0.01$0.64$0.37$0.43$0.06
2011Summary only. Only limited summary data is available for this year.$0.06$1.82$1.31$1.24$0.07