Civic Intelligence

Tri IT for Life

990EZ • Fiscal year 2019 • EIN 26-2159825

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

PO Box 34424Charlotte, NC 28234-4424

(263) 308-4030

Siviq Scores

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

Liabilities / Assets

76th percentile

0.17x

Higher debt load relative to assets than 76% of similar nonprofits.

2019 filings • NTEE B90 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

90th percentile

0.41x

Higher debt load relative to revenue than 90% of similar nonprofits.

2019 filings • NTEE B90 • <$500k nonprofits • Source year 2019

Net Margin

52nd percentile

4.4%

Higher net margin than 52% of similar nonprofits.

2019 filings • NTEE B90 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • NTEE B90 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Assets

$357,974

No earlier filing loaded for comparison.

Net Assets

$296,654

No earlier filing loaded for comparison.

Liabilities

$61,320

No earlier filing loaded for comparison.

Revenue

$149,262

No earlier filing loaded for comparison.

Expenses

$142,709

No earlier filing loaded for comparison.

Net Income

$6,553

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2019: $357,974Liabilities 2019: $61,320Net Assets 2019: $296,6542019Assets 2020: $358,864Liabilities 2020: $81,378Net Assets 2020: $277,4862020Assets 2021: $394,678Liabilities 2021: $26,630Net Assets 2021: $368,0482021Assets 2022: $394,239Liabilities 2022: $18,291Net Assets 2022: $375,9482022Assets 2023: $397,284Liabilities 2023: $21,800Net Assets 2023: $375,4842023Assets 2024: $328,584Liabilities 2024: $19,127Net Assets 2024: $309,4572024

Highlighted filing

2019

Assets$357,974
Liabilities$61,320
Net Assets$296,654

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2019: $149,262Expenses 2019: $142,709Net Income 2019: $6,5532019Revenue 2020: $35,231Expenses 2020: $51,966Net Income 2020: -$16,7352020Revenue 2021: $140,392Expenses 2021: $58,796Net Income 2021: $81,5962021Revenue 2022: $81,089Expenses 2022: $74,092Net Income 2022: $6,9972022Revenue 2023: $115,170Expenses 2023: $149,247Net Income 2023: -$34,0772023Revenue 2024: $119,808Expenses 2024: $153,182Net Income 2024: -$33,3742024

Highlighted filing

2019

Revenue$149,262
Expenses$142,709
Net Income$6,553
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$167,631
Mission and Program Overview

Mission

Provide training and mentorship for sports events

Program Services

DescriptionGrantsExpenses
Training/mentorship for events - Huntersville$0$22,267
Training/mentorship for events - Charleston$0$22,143
Training/mentorship for events - South Charlotte$0$21,147
Training/mentorship for events - Raleigh$0$17,170
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Geri JacksonPresidentPT$0--
Angela KlickVice PresidentPT$0--
Anne McGeorgeTreasurerPT$0--
Veronica OReganSecretary-$0--
Alyse Kelly JonesFounder-$0--
Filing and Contact Details

Filer

Filer Name
Tri It for Life
EIN
26-2159825
In Care Of
% Amie Beckett Montney
Phone
2633084030
Address
PO Box 34424, Charlotte, NC 28234-4424

Signing Officer

Name
Amie Beckett Montney
Title
Treasurer
Phone
6233084030
Signed
2020-11-16
Discuss with paid preparer
No

Preparer

Preparer
Michael Masto
Phone
9806133703
Supplemental Narrative

Additional Explanations

Part I, line 16

| Other Expenses:, Amount:| Bank/payment fees, $3595.00| Insurance, $10141.00| Office and General Supplies, $4764.00| Inkind Expenses, $21152.00| Meeting expenses, $13298.00| Participant Appreciation, $17006.00| Charitable Contribution, $100.00|

Part I, line 20

| Description:, Explanation:, Amount:| Prior period accounting adjustment, correction of retained earnings from previous years, $-6547|

Part II, line 24

| Asset Name:, BOY Amount:, EOY Amount:| Accounts Receivable, 0, $10970| Inventory, $14577, $19541|

Part II, line 26

| Liabilities Name:, BOY Amount:, EOY Amount:| Deferred Revenue, $40788, $56410| Accounts Payable, $5836, $4910|

Raw XML Appendix176 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Founder
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Training/mentorship for events - South Charlotte
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| Bank/payment fees, $3595.00| Insurance, $10141.00| Office and General Supplies, $4764.00| Inkind Expenses, $21152.00| Meeting expenses, $13298.00| Participant Appreciation, $17006.00| Charitable Contribution, $100.00|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Description:, Explanation:, Amount:| Prior period accounting adjustment, correction of retained earnings from previous years, $-6547|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Asset Name:, BOY Amount:, EOY Amount:| Accounts Receivable, 0, $10970| Inventory, $14577, $19541|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Liabilities Name:, BOY Amount:, EOY Amount:| Deferred Revenue, $40788, $56410| Accounts Payable, $5836, $4910|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, line 26
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Amie Beckett Montney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06233084030
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRI IT FOR LIFE
ReturnHeader/Filer/BusinessNameControlTxt0TRII
ReturnHeader/Filer/EIN0262159825
ReturnHeader/Filer/InCareOfNm0% Amie Beckett Montney
ReturnHeader/Filer/PhoneNum02633084030
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 34424
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0282344424
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.194.4.164
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/PreparerPersonGrp/PhoneNum09806133703
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Masto
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-16T15:51:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings