Civic Intelligence

Tri IT for Life

990EZ • Fiscal year 2021 • EIN 26-2159825

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

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

65th percentile

0.07x

Higher debt load relative to assets than 65% of similar nonprofits.

2021 filings • NTEE B90 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

79th percentile

0.19x

Higher debt load relative to revenue than 79% of similar nonprofits.

2021 filings • NTEE B90 • <$500k nonprofits • Source year 2021

Net Margin

87th percentile

58%

Higher net margin than 87% of similar nonprofits.

2021 filings • NTEE B90 • <$500k nonprofits • Source year 2021

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2021 filings • NTEE B90 • <$500k nonprofits • Source year 2021

Asset Growth

53rd percentile

10.0%

Faster asset growth than 53% of similar nonprofits.

2021 filings • NTEE B90 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

298%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • NTEE B90 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$394,678

Up $35,814 (+10.0%) from 2020

Net Assets

Up

$368,048

Up $90,562 (+33%) from 2020

Liabilities

Down

$26,630

Down $54,748 (-67%) from 2020

Revenue

Up

$140,392

Up $105,161 (+298%) from 2020

Expenses

Up

$58,796

Up $6,830 (+13%) from 2020

Net Income

Up

$81,596

Up $98,331 (+588%) from 2020

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

2021

Assets$394,678
Liabilities$26,630
Net Assets$368,048

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

2021

Revenue$140,392
Expenses$58,796
Net Income$81,596
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.0
Gross Receipts
$151,507
Mission and Program Overview

Mission

Provide training and mentorship for sports events

Providetrainingandmentorshipforsportsevents

Program Services

DescriptionGrantsExpenses
Other expenses - rent supplies bank fees insurance$0$20,455
Training mentorshipforevents-Charlotte$0$14,085
Training mentorshipforevents-Charleston$0$9,072
Training mentorship for events - Raleigh$0$8,611
Training mentorshipforevents-Huntersville$0$6,576
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alyse Kelly JonesFounder-$0--
Elizabeth SmithSecretary-$0--
Amie Beckett MontneyTreasurerPT$0--
LaTonya MontfordVice PresidentPT$0--
Angela KlickPresidentPT$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
2022-11-07
Supplemental Narrative

Additional Explanations

Part I, line 16

| Other Expenses:, Amount:| Bank Fees, $2328| Insurance, $10213| Supplies; general admin; PO Box, $7167| Training event costs, $23093| Dues subscriptions, $866|

Part I, line 20

| Explanation:, Amount:| Prior period accounting adjustment to correct retained earnings, $8966|

Part II, line 24

| Explanation:, BOYAmount:, EOYAmount:| Accounts Receivable, $2657, $114| Prepaid Expenses, $7000, $1220| Inventory, $33053, $49869|

Part II, line 26

| Explanation:, BOYAmount:, EOYAmount:| Deferred Revenue, $80573, $23702| Accounts Payable, $805, $2928|

Raw XML Appendix174 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/BooksInCareOfDetail/PhoneNum06233084030
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Alyse Kelly Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Elizabeth Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amie Beckett Montney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LaTonya Montford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Angela Klick
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/BOYAmt042710
IRS990EZ/OtherAssetsTotalDetail/EOYAmt051203
IRS990EZ/OtherChangesInNetAssetsAmt08966
IRS990EZ/OtherExpensesTotalAmt043667
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Providetrainingandmentorshipforsportsevents
IRS990EZ/PrintingPublicationsPostageAmt01112
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Training mentorshipforevents-Huntersville
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Training mentorshipforevents-Charleston
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Training mentorshipforevents-Charlotte
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Training mentorship for events - Raleigh
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Other expenses - rent supplies bank fees insurance
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt40
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06576
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19072
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt214085
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt38611
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt420455
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt081378
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt026630
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058796
IRS990EZ/TotalProgramServiceExpensesAmt058799
IRS990EZ/TotalRevenueAmt0140392
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0triitforlife.org
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0| Year:, Amount:, Description:| 2017, , | 2018, | 2019, | 2020, | 2021, |
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part II - Line 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025791
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt073408
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt095906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt082214
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0407106
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt093
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt021706
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
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IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0129787
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt095906
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt082214
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0407106
IRS990ScheduleA/TotalSupportAmt0407199
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, $2328| Insurance, $10213| Supplies; general admin; PO Box, $7167| Training event costs, $23093| Dues subscriptions, $866|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Explanation:, Amount:| Prior period accounting adjustment to correct retained earnings, $8966|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, BOYAmount:, EOYAmount:| Accounts Receivable, $2657, $114| Prepaid Expenses, $7000, $1220| Inventory, $33053, $49869|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:, BOYAmount:, EOYAmount:| Deferred Revenue, $80573, $23702| Accounts Payable, $805, $2928|
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Amie Beckett Montney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
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/ReturnTs02022-11-07T12:23:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • NTEE B90 • <$500k nonprofits