Civic Intelligence

Expect Hope Worldwide

990 • Fiscal year 2019 • EIN 23-7372591

Jan 01, 2019 to Dec 31, 2019 • Filed on May 21, 2020

211 North Florence StreetCasa Grande, AZ 85122

(720) 452-3000

Siviq Scores

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

Liabilities / Assets

85th percentile

0.23x

Higher debt load relative to assets than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

0.07x

Higher debt load relative to revenue than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

39th percentile

-0.3%

Higher net margin than 39% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$55,500

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

61st percentile

9.4%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-9.3%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$143,870

Up $12,357 (+9.4%) from 2018

Net Assets

Down

$110,344

Down $1,523 (-1.4%) from 2018

Liabilities

Up

$33,526

Up $13,880 (+71%) from 2018

Revenue

Down

$454,286

Down $46,541 (-9.3%) from 2018

Expenses

Down

$455,809

Down $66,226 (-13%) from 2018

Net Income

Up

-$1,523

Up $19,685 (+93%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2015: $42,360Liabilities 2015: $6,704Net Assets 2015: $35,6562015Assets 2016: $116,870Liabilities 2016: $13,761Net Assets 2016: $103,1092016Assets 2017: $166,788Liabilities 2017: $33,713Net Assets 2017: $133,0752017Assets 2018: $131,513Liabilities 2018: $19,646Net Assets 2018: $111,8672018Assets 2019: $143,870Liabilities 2019: $33,526Net Assets 2019: $110,3442019Assets 2020: $251,854Liabilities 2020: $197,185Net Assets 2020: $54,6692020Assets 2021: $275,798Liabilities 2021: $204,900Net Assets 2021: $70,8982021Assets 2022: $364,477Liabilities 2022: $364,477Net Assets 2022: $02022Assets 2023: $407,362Liabilities 2023: $407,362Net Assets 2023: $02023Assets 2024: $386,406Liabilities 2024: $333,390Net Assets 2024: $53,0162024

Highlighted filing

2019

Assets$143,870
Liabilities$33,526
Net Assets$110,344

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $109,474Expenses 2015: $71,122Net Income 2015: $38,3522015Revenue 2016: $425,450Expenses 2016: $356,735Net Income 2016: $68,7152016Revenue 2017: $483,557Expenses 2017: $453,591Net Income 2017: $29,9662017Revenue 2018: $500,827Expenses 2018: $522,035Net Income 2018: -$21,2082018Revenue 2019: $454,286Expenses 2019: $455,809Net Income 2019: -$1,5232019Revenue 2020: $452,373Expenses 2020: $508,048Net Income 2020: -$55,6752020Revenue 2021: $482,905Expenses 2021: $495,333Net Income 2021: -$12,4282021Revenue 2022: $621,697Expenses 2022: $752,329Net Income 2022: -$130,6322022Revenue 2023: $948,195Expenses 2023: $1,063,624Net Income 2023: -$115,4292023Revenue 2024: $1,039,830Expenses 2024: $986,814Net Income 2024: $53,0162024

Highlighted filing

2019

Revenue$454,286
Expenses$455,809
Net Income-$1,523
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 21, 2020
Return Version
2019v5.1
Gross Receipts
$454,286
Mission and Program Overview

Mission

The organizations mission is humanitarian in nature it is to rescue children from poverty and injustice, by providing food, clothing, shelter, love and access to healthcare.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$90,334$116,298▲ $25,964
Land, Buildings, and Equipment, Net$35,146$24,997▼ $10,149
Accounts Receivable$6,033--
Prepaid Expenses and Deferred Charges-$2,575-
Total Assets$131,513$143,870▲ $12,357
Liabilities
Accounts Payable and Accrued Expenses$19,646$33,526▲ $13,880
Total Liabilities$19,646$33,526▲ $13,880
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$111,867$110,344▼ $1,523
Total Net Assets Fund Balance$111,867$110,344▼ $1,523
Total Liabilities and Net Assets / Fund Balance$131,513$143,870▲ $12,357

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$71,348-$71,348
Land$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
AaronBagwellFT$55,500$55,500
TeriBagwellPT$51,800$51,800

Board Members and Trustees

NameTitle
MarkBagwell
Revenue and Support

Revenue Composition

Contributions and Grants
$454,286
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$454,286
Change in Net Assets
$-1,523

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$168,349
Other Expenses$155,797
Grants and Similar Amounts Paid$131,663
Total Fundraising Expense$93,076
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$77,300$30,700$50,842$158,842
Grants to Domestic Individuals$131,663--$131,663
All Other Expenses$55,641$1,080$1,080$57,801
Travel$13,878$0$13,879$27,757
Occupancy$11,435$5,718$5,718$22,871
Depreciation Depletion$10,149$0$0$10,149
Payroll Taxes$3,169$3,169$3,169$9,507
Office Expenses$0$650$6,780$7,430
Conferences and Meetings$5,800$0$0$5,800
Interest$5,555$0$0$5,555
Information Technology$0$0$4,356$4,356
Other Expenses$0$0$3,361$3,361
Advertising$0$0$2,691$2,691
Fees for Services Accounting$1,755$0$0$1,755
Total Functional Expenses$321,331$41,402$93,076$455,809
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Expect Hope Worldwide
EIN
23-7372591
Phone
7204523000
Address
211 NORTH FLORENCE STREET, CASA GRANDE, AZ 85122

Signing Officer

Name
Aaron Bagwell
Title
Executive Director
Phone
7204523000
Signed
2020-05-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Aaron Bagwell
Formed
1999
Legal Domicile
Az
Voting Board Members
2
Independent Board Members
2
Employees
3
Volunteers
4

Preparer

Firm
James W Hogan CPA
Address
8435 SOUTH BILOXI COURT, AURORA, CO 80016
Preparer
James W Hogan
Phone
3038404820
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

President and secretary/treasurer are related by marriage

Pt VI, Line 8B

The committee reviews the 990 form

Pt VI, Line 11B

Committee meets monthly to review policy

Pt VI, Line 12C

Committee meets monthly to review policy

Pt VI, Line 15A

Committee meets to review compensation as required

Pt VI, Line 15B

Committee meets to review policy

Form 990, Part IX, Line 24E

Bank charges 13213. 13213. 0. 0.

Form 990, Part IX, Line 24E

In kind donations 32500. 32500. 0. 0.

Form 990, Part IX, Line 24E

Utilities 3240. 1080. 1080. 1080.

Form 990, Part IX, Line 24E

Insurance 1333. 1333. 0. 0.

Form 990, Part IX, Line 24E

Equipment rental 7515. 7515. 0. 0.

Raw XML Appendix384 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRESIDENT AND SECRETARY/TREASURER ARE RELATED BY MARRIAGE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMITTEE MEETS MONTHLY TO REVIEW POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMITTEE MEETS MONTHLY TO REVIEW POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMITTEE MEETS TO REVIEW COMPENSATION AS REQUIRED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7IN KIND DONATIONS 32500. 32500. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8UTILITIES 3240. 1080. 1080. 1080.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9INSURANCE 1333. 1333. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10EQUIPMENT RENTAL 7515. 7515. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0131513
IRS990/TotalAssetsEOYAmt0143870
IRS990/TotalAssetsGrp/BOYAmt0131513
IRS990/TotalAssetsGrp/EOYAmt0143870
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0454286
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt093076
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041402
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0321331
IRS990/TotalFunctionalExpensesGrp/TotalAmt0455809
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt019646
IRS990/TotalLiabilitiesEOYAmt033526
IRS990/TotalLiabilitiesGrp/BOYAmt019646
IRS990/TotalLiabilitiesGrp/EOYAmt033526
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0111867
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0110344
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0321331
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt0107300
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0454286
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0131513
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0143870
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt013879
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt013878
IRS990/TravelGrp/TotalAmt027757
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01421 E SADDLEBROOK CT
IRS990/USAddress/CityNm0CASA GRANDE
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085122
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0EXPECTHOPE.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AARON BAGWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07204523000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXPECT HOPE WORLDWIDE
ReturnHeader/Filer/BusinessNameControlTxt0EXPE
ReturnHeader/Filer/EIN0237372591
ReturnHeader/Filer/PhoneNum07204523000
ReturnHeader/Filer/USAddress/AddressLine1Txt0211 NORTH FLORENCE STREET
ReturnHeader/Filer/USAddress/CityNm0CASA GRANDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085122
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E9872CD864CEB8D44F47280B996EB6F9FF7B490F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E9872CD864CEB8D44F47280B996EB6F9FF7B490F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.71.152.146
ReturnHeader/FilingSecurityInformation/IPDt02020-06-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:56:43
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES W HOGAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08435 SOUTH BILOXI COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AURORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080016
ReturnHeader/PreparerPersonGrp/PhoneNum03038404820
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James W Hogan
ReturnHeader/ReturnTs02020-06-03T12:56:50-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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