Civic Intelligence

Transformation

990EZ • Fiscal year 2022 • EIN 20-3738361

Jan 01, 2022 to Dec 31, 2022 • Filed on May 25, 2023

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

95th percentile

1.05x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

91st percentile

0.48x

Higher debt load relative to revenue than 91% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

34th percentile

-3.2%

Higher net margin than 34% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

96th percentile

$68,475

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 60.1% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

42nd percentile

-2.2%

Faster asset growth than 42% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

67th percentile

36%

Faster revenue growth than 67% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets95th percentile

Assets

Flat

$51,993

Flat from 2022

Net Assets

-$2,435

No earlier filing loaded for comparison.

Liabilities

Flat

$54,428

Flat from 2022

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin34th percentile

Revenue

Flat

$113,986

Flat from 2022

Expenses

Flat

$117,582

Flat from 2022

Net Income

Flat

-$3,596

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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: $54,428Net Assets 2022: -$2,4352022Assets 2022: $51,993Liabilities 2022: $54,4282022Assets 2023: $53,161Liabilities 2023: $134,8912023Assets 2024: $51,492Liabilities 2024: $187,951Net Assets 2024: -$136,4592024

Highlighted filing

2022

Assets$51,993
Liabilities$54,428
Net Assets-$2,435
Open 2022 Filing

Operations Trend

Revenue Growth67th percentile

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 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

2022

Revenue$113,986
Expenses$117,582
Net Income-$3,596
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 25, 2023
Return Version
2022v5.0
Gross Receipts
$113,986
Mission and Program Overview

Mission

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

To empower nonprofits, ministries and churches with additional resources to change even more lives in our community by building awareness of their activities.

Program Services

DescriptionGrantsExpenses
To empower nonprofits, ministries and churches with additional resources to change even more lives in our community.$0$101,012
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Duke JonietzBoard Treasurer And SecretaryFT$68,475-$68,475
Claude RobertsPresidentFT$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
2023-05-25
Discuss with paid preparer
Yes

Preparer

Firm
Bellwether
Address
1001 W Spring St, Brownstown, IN 47220
Preparer
Lee Ann Crockett
Phone
2108021499
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^IT;4507|Office General Expenses;14778|Bank Fees and Interest;2814|Marketing;2947|Dues Sub and Books;420^Total;25466^”

Form 990-EZ, Part II, Line 24

“Goodwill 50000”

Form 990-EZ, Part II, Line 26

“Description;EOY Amount^Interest Payable;4132|Note Payable;50000|Hist Adj;296^Total;54428^”

Raw XML Appendix164 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/BOYAmt03148
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01993
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt061313
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3596
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06009
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053148
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051993
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0113986
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01161
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-2435
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01161
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-2435
IRS990EZ/OccupancyRentUtltsAndMaintAmt012587
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt050
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt168475
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/BOYAmt050000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt050000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt025466
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To empower nonprofits, ministries and churches with additional resources to change even more lives in our community by building awareness of their activities.
IRS990EZ/PrintingPublicationsPostageAmt05045
IRS990EZ/ProgramServiceRevenueAmt052673
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To empower nonprofits, ministries and churches with additional resources to change even more lives in our community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0101012
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt068475
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt051987
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt054428
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0117582
IRS990EZ/TotalProgramServiceExpensesAmt0101012
IRS990EZ/TotalRevenueAmt0113986
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0113986
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt084027
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt033375
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0257922
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportTotal170Amt0257922
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0113986
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt084027
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014034
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt033375
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0257922
IRS990ScheduleA/TotalSupportAmt0257922
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^IT;4507|Office General Expenses;14778|Bank Fees and Interest;2814|Marketing;2947|Dues Sub and Books;420^Total;25466^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Goodwill 50000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;EOY Amount^Interest Payable;4132|Note Payable;50000|Hist Adj;296^Total;54428^
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/ExplanationTxt0An extension was filed in order that our accountant could properly prepare our return.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Duke Jonietz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02103168260
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-25
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822904523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bellwether
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 W Spring St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brownstown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047220
ReturnHeader/PreparerPersonGrp/PhoneNum02108021499
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lee Ann Crockett
ReturnHeader/ReturnTs02023-10-13T09:00:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,993
Liabilities
$54,428
Net assets
-$2,435
Revenue
$113,986
Expenses
$117,582
Net income
-$3,596
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
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.54$0.02$1.14$1.18$0.04
2022Summary only. Only limited summary data is available for this year.$0.52$0.54$1.14$1.18$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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