Civic Intelligence

Tri IT for Life

990EZ • Fiscal year 2020 • EIN 26-2159825

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

PO Box 34424Charlotte, NC 28234-4424

(623) 308-4030

Siviq Scores

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

Liabilities / Assets

75th percentile

0.23x

Higher debt load relative to assets than 75% of similar nonprofits.

2020 filings • NTEE B90 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

2.31x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • NTEE B90 • <$500k nonprofits • Source year 2020

Net Margin

14th percentile

-48%

Higher net margin than 14% of similar nonprofits.

2020 filings • NTEE B90 • <$500k nonprofits • Source year 2020

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.

2020 filings • NTEE B90 • <$500k nonprofits • Source year 2020

Asset Growth

44th percentile

0.2%

Faster asset growth than 44% of similar nonprofits.

2020 filings • NTEE B90 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-76%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • NTEE B90 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$358,864

Up $890 (+0.2%) from 2019

Net Assets

Down

$277,486

Down $19,168 (-6.5%) from 2019

Liabilities

Up

$81,378

Up $20,058 (+33%) from 2019

Revenue

Down

$35,231

Down $114,031 (-76%) from 2019

Expenses

Down

$51,966

Down $90,743 (-64%) from 2019

Net Income

Down

-$16,735

Down $23,288 (-355%) from 2019

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

2020

Assets$358,864
Liabilities$81,378
Net Assets$277,486

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

2020

Revenue$35,231
Expenses$51,966
Net Income-$16,735
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.0
Gross Receipts
$49,158
Mission and Program Overview

Mission

Provide training and mentorship for sports events

Providetrainingandmentorshipforsportsevents

Program Services

DescriptionGrantsExpenses
Training mentorshipforevents-Raleigh-$10,434;Otherexpenses--rent,supplies,bankfees,insurance-$14,885$0$25,319
Training mentorshipforevents-Charleston$0$11,595
Training mentorshipforevents-Charlotte$0$8,503
Training mentorshipforevents-Huntersville$0$6,550
Compensation and Service Providers

Employees

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

Filer

Filer Name
Tri It for Life
EIN
26-2159825
In Care Of
% Alyse Kelly Jones
Address
PO BOX 34424, CHARLOTTE, NC 28234-4424

Signing Officer

Name
Amie Beckett Montney
Title
Treasurer
Signed
2021-11-09
Supplemental Narrative

Additional Explanations

Part I, line 16

| Other Expenses:, Amount:| Bank fees, $813| Insurance, $10210| Supplies; general admin; PO Box, $6114| Training event costs, $8342| Dues subscriptions, $1479|

Part I, line 20

| Explanation:, Amount:| Prior Period accounting adjustment to correct retained earnings, $-2433|

Part II, line 24

| Explanation:, BOYAmount:, EOYAmount:| Accounts Receivable, $10970, $2657| Prepaid Expenses, $0, $7000| Inventory, $19541, $33053|

Part II, line 26

| Explanation:, BOYAmount:, EOYAmount:| Deferred Revenue, $56410, $80573| Accounts Payable, $4910, $805|

Part III, line 31

|Explanation:, Grants Amount:, Expense Amount:|Training mentorship for events - Raleigh - $10,434; Other expenses -- rent supplies bank fees insurance - $14,885, $0, $25319|

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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Amie Beckett-Montney
IRS990EZ/BooksInCareOfDetail/PhoneNum06233084030
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 34424
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0282344424
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0296654
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0277486
IRS990EZ/OccupancyRentUtltsAndMaintAmt05136
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt46.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Alyse Kelly Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Veronica O'Regan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Anne McGeorge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Angela Klick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Geri Jackson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Founder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt030511
IRS990EZ/OtherAssetsTotalDetail/EOYAmt042710
IRS990EZ/OtherChangesInNetAssetsAmt0-2433
IRS990EZ/OtherExpensesTotalAmt026958
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Providetrainingandmentorshipforsportsevents
IRS990EZ/PrintingPublicationsPostageAmt0385
IRS990EZ/ProgramServiceRevenueAmt0484
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Training mentorshipforevents-Huntersville
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Training mentorshipforevents-Charleston
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Training mentorshipforevents-Charlotte
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Training mentorshipforevents-Raleigh-$10,434;Otherexpenses--rent,supplies,bankfees,insurance-$14,885
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06550
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111595
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28503
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt325319
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt061320
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt081378
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051966
IRS990EZ/TotalProgramServiceExpensesAmt051967
IRS990EZ/TotalRevenueAmt035231
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0triitforlife.org
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0| Year:, Amount:, Description:| 2016, , | 2017, | 2018, | 2019, | 2020, |
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part II - Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt025791
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt073408
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt095906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt082214
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt076004
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0353323
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0115
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0213253
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00
IRS990ScheduleA/PublicSupportPY170Pct01.00
IRS990ScheduleA/PublicSupportTotal170Amt0353323
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt025791
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt073408
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt095906
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt082214
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt076004
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0353323
IRS990ScheduleA/TotalSupportAmt0353438
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| Bank fees, $813| Insurance, $10210| Supplies; general admin; PO Box, $6114| Training event costs, $8342| Dues subscriptions, $1479|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Explanation:, Amount:| Prior Period accounting adjustment to correct retained earnings, $-2433|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, BOYAmount:, EOYAmount:| Accounts Receivable, $10970, $2657| Prepaid Expenses, $0, $7000| Inventory, $19541, $33053|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:, BOYAmount:, EOYAmount:| Deferred Revenue, $56410, $80573| Accounts Payable, $4910, $805|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4|Explanation:, Grants Amount:, Expense Amount:|Training mentorship for events - Raleigh - $10,434; Other expenses -- rent supplies bank fees insurance - $14,885, $0, $25319|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part III, line 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Amie Beckett Montney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRI IT FOR LIFE
ReturnHeader/Filer/BusinessNameControlTxt0TRII
ReturnHeader/Filer/EIN0262159825
ReturnHeader/Filer/ForeignPhoneNum06233084030
ReturnHeader/Filer/InCareOfNm0% Alyse Kelly Jones
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 34424
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0282344424
ReturnHeader/ReturnTs02021-11-09T13:45:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings