Civic Intelligence

Christian Transformation Foundation West Dallas DBA Serve West Dallas

990 • Fiscal year 2018 • EIN 26-4441043

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 30, 2018

2215 Canada DriveDallas, TX 75212

(214) 634-1403

Siviq Scores

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

Liabilities / Assets

77th percentile

0.08x

Higher debt load relative to assets than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

74th percentile

0.03x

Higher debt load relative to revenue than 74% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

25th percentile

-8.8%

Higher net margin than 25% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

99th percentile

$145,355

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 33.1% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

42nd percentile

-1.6%

Faster asset growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

86th percentile

51%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Assets

Down

$180,049

Down $5,898 (-3.2%) from 2016

Net Assets

Down

$165,729

Down $17,523 (-9.6%) from 2016

Liabilities

Up

$14,320

Up $11,625 (+431%) from 2016

Revenue

Up

$439,617

Up $246,046 (+127%) from 2016

Expenses

Up

$478,477

Up $78,096 (+20%) from 2016

Net Income

Up

-$38,860

Up $167,950 (+81%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2014: $159,355Liabilities 2014: $1,000Net Assets 2014: $158,3552014Assets 2015: $390,159Liabilities 2015: $0Net Assets 2015: $390,1592015Assets 2016: $185,947Liabilities 2016: $2,695Net Assets 2016: $183,2522016Assets 2018: $180,049Liabilities 2018: $14,320Net Assets 2018: $165,7292018Assets 2019: $74,300Liabilities 2019: $7,286Net Assets 2019: $67,0142019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2018

Assets$180,049
Liabilities$14,320
Net Assets$165,729

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2014: $281,547Expenses 2014: $207,271Net Income 2014: $74,2762014Revenue 2015: $458,633Expenses 2015: $308,495Net Income 2015: $150,1382015Revenue 2016: $193,571Expenses 2016: $400,381Net Income 2016: -$206,8102016Revenue 2018: $439,617Expenses 2018: $478,477Net Income 2018: -$38,8602018Revenue 2019: $377,188Expenses 2019: $476,821Net Income 2019: -$99,6332019Revenue 2020: $44,895Expenses 2020: $111,909Net Income 2020: -$67,0142020

Highlighted filing

2018

Revenue$439,617
Expenses$478,477
Net Income-$38,860
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 30, 2018
Return Version
2017v2.2
Gross Receipts
$439,617
Mission and Program Overview

Mission

The organization's mission is to create and oversee strategic initiatives that address gaps in services to help meet the needs of our West Dallas neighbors and to show the love of Christ. Significant activites are to manage and coordinate human and financial resources to effect the social, economic, educational, and religious transformation of West Dallas. The organization supports and promotes the activities of churches and other organizations in West Dallas and is primarily funded by individual, church, and foundation contributions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$204,114$142,122▼ $61,992
Accounts Receivable-$37,747-
Prepaid Expenses and Deferred Charges$16,667$0▼ $16,667
Savings and Temporary Cash Investments$91$90▼ $1
Land, Buildings, and Equipment, Net$384$90▼ $294
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$221,256$180,049▼ $41,207
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$14,320-
Total Liabilities$0$14,320▲ $14,320
Net Assets / Fund Balance
Unrestricted Net Assets$108,164$165,729▲ $57,565
Temporarily Rstr Net Assets$113,092--
Total Net Assets Fund Balance$221,256$165,729▼ $55,527
Total Liabilities and Net Assets / Fund Balance$221,256$180,049▼ $41,207

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$90$9,523$9,613
Other Land Buildings-$148$148
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Scott HansonExecutive DirectorFT$145,355$145,355

Board Members and Trustees

NameTitle
Jeff SwanOpearting Board
Adrienne JacksonOperating Board
Arrvel WilsonOperating Board
Denise NixonOperating Board
Joel MillerOperating Board
Robert CovingtonOperating Board
Scott TurpinOperating Board
Tom PearsonOperating Board
Revenue and Support

Revenue Composition

Contributions and Grants
$254,556
Program Service Revenue
$184,459
Investment Income
$5
Other Revenue
$597
All Other Contributions
$254,556
Change in Net Assets
$-38,860

Audited Revenue Reconciliation

Revenue per Audited Statements
$439,617
Total Revenue per Audited Statements
$439,617
Total Revenue per Form 990
$439,617
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$269,412
Grants and Similar Amounts Paid$145,355
Salaries, Compensation, and Employee Benefits$63,710
Total Fundraising Expense$5,610
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$145,355--$145,355
Other Salaries and Wages$44,597$15,927$3,186$63,710
All Other Expenses$2,486$2,660$2,217$7,363
Fees for Services Accounting-$6,802-$6,802
Occupancy$4,800--$4,800
Other Expenses$3,929-$207$4,136
Office Expenses-$2,284-$2,284
Travel$672--$672
Depreciation Depletion-$294-$294
Total Functional Expenses$444,900$27,967$5,610$478,477

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$478,477
Total Expenses per Audited Statements$478,477
Total Expenses per Form 990$478,477
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
West Dallas Community ChurchDallas, TX-Executive Director Salary$145,355
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Upon completion by a third party preparer, the Form 990 is reviewed by the treasurer and president. The Form 990 is then made available to the board members for their review before filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

A personnel Committtee of the Board reviews annually, and monitors on an ongoing basis, any potential conflict of interest of each board member. In addition, each new board member, when they join the board, is provided with the definition of a conflict of interest and how that definition may apply to their personal circumstances.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The financial chair of the board is responsible for reviewing all compensation levels, on an annual basis, then presenting them to the board of directors at the time the annual budget is presented for review and approval by the board of directors.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Inspection is open to the public upon request. Documents are provided for review in the administrative office or copies will be provided upon written request and payment for copying charges.

Filing and Contact Details

Filer

Filer Name
Christian Transformation Foundation West
EIN
26-4441043
Phone
2146341403
Address
2215 Canada Drive, Dallas, TX 75212

Signing Officer

Name
Scott Hanson
Title
Executive Director
Signed
2018-11-30
Discuss with paid preparer
Yes

Organization Details

Formed
2009
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
8
Employees
3
Volunteers
25

Preparer

Firm
EW Tax and Valuation Group LLP
Address
16660 Dallas Parkway Suite 2400, Dallas, TX 75248
Preparer
Robert C Wilson
Phone
9722509959
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2: New Services

The organization cooperated with city of dallas to provide job training and networking programs, such as career coaching, soft skills training and conflict resolution training and practice for those who struggle with resource gaps. The organization's job training programs is specifically designed for underprivileged job seekers in west Dallas region.

Other Changes In Net Assets Or Fund Balances - Other Decreases

Bad Debt Expenses = -$16667

Amended Explanation

Due to the changes made to the financial statements by auditors after filing the original return, taxpayer is amending the return to reflect the corrected income and expenses. Form 990, line 8 is increased by $25,507.form 990, line 9 is decreased by $22,966.form 990, line 11 is increased by $597.form 990, line 12, total revenue, is therefore increased by $3,138. Form 990, line 17 is decreased by $31,792.form 990, line 18, total expenses, is therefore decreased by $31,792.form 990, line 20 is increased by $37,746.form 990, line 21 is increased by $2,816.form 990, line 22, net assets or fund balances, is therefore increased by $34,930.

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IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0597
IRS990/OtherRevenueTotalAmt0597
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03186
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015927
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt044597
IRS990/OtherSalariesAndWagesGrp/TotalAmt063710
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016667
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Job Training Program
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0184459
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0184459
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0394105
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0143570
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0126998
IRS990/PYRevenuesLessExpensesAmt035309
IRS990/PYSalariesCompEmpBnftPaidAmt088228
IRS990/PYTotalExpensesAmt0358796
IRS990/PYTotalRevenueAmt0394105
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-38860
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0439617
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt091
IRS990/SavingsAndTempCashInvstGrp/EOYAmt090
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0229049
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0394105
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0193571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0458632
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0291940
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01567297
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0207425
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0207425
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01774646
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt076
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt076
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt076
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt076
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0436474
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0394105
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0193571
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0458632
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0291940
IRS990ScheduleA/Total509Grp/TotalAmt01774722
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0436474
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0394105
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0193571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0458632
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0291940
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01774722
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt090
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09523
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09613
IRS990ScheduleD/ExpensesSubtotalAmt0478477
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0148
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0148
IRS990ScheduleD/RevenueSubtotalAmt0439617
IRS990ScheduleD/TotalBookValueLandBuildingsAmt090
IRS990ScheduleD/TotalExpensesPerForm990Amt0478477
IRS990ScheduleD/TotalRevenuePerForm990Amt0439617
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0439617
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0478477
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0145355
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Executive Director Salary
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0West Dallas Community Church
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02215 Canada Drive
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Dallas
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd075212
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization cooperated with city of dallas to provide job training and networking programs, such as career coaching, soft skills training and conflict resolution training and practice for those who struggle with resource gaps. The organization's job training programs is specifically designed for underprivileged job seekers in west Dallas region.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon completion by a third party preparer, the Form 990 is reviewed by the treasurer and president. The Form 990 is then made available to the board members for their review before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A personnel Committtee of the Board reviews annually, and monitors on an ongoing basis, any potential conflict of interest of each board member. In addition, each new board member, when they join the board, is provided with the definition of a conflict of interest and how that definition may apply to their personal circumstances.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The financial chair of the board is responsible for reviewing all compensation levels, on an annual basis, then presenting them to the board of directors at the time the annual budget is presented for review and approval by the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Inspection is open to the public upon request. Documents are provided for review in the administrative office or copies will be provided upon written request and payment for copying charges.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bad Debt Expenses = -$16667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUE TO THE CHANGES MADE TO THE FINANCIAL STATEMENTS BY AUDITORS AFTER FILING THE ORIGINAL RETURN, TAXPAYER IS AMENDING THE RETURN TO REFLECT THE CORRECTED INCOME AND EXPENSES. FORM 990, LINE 8 IS INCREASED BY $25,507.FORM 990, LINE 9 IS DECREASED BY $22,966.FORM 990, LINE 11 IS INCREASED BY $597.FORM 990, LINE 12, TOTAL REVENUE, IS THEREFORE INCREASED BY $3,138. FORM 990, LINE 17 IS DECREASED BY $31,792.FORM 990, LINE 18, TOTAL EXPENSES, IS THEREFORE DECREASED BY $31,792.FORM 990, LINE 20 IS INCREASED BY $37,746.FORM 990, LINE 21 IS INCREASED BY $2,816.FORM 990, LINE 22, NET ASSETS OR FUND BALANCES, IS THEREFORE INCREASED BY $34,930.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 2: New Services
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Amended Explanation
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0true
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0113092
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0221256
IRS990/TotalAssetsEOYAmt0180049
IRS990/TotalAssetsGrp/BOYAmt0221256
IRS990/TotalAssetsGrp/EOYAmt0180049
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0254556
IRS990/TotalEmployeeCnt03

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