Civic Intelligence

The Community Empowerment Fund

990 • Fiscal year 2019 • EIN 27-0428981

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 12, 2020

Organization Profilecommunityempowermentfund.org
208 N Columbia St Suite 100Chapel Hill, NC 27514

(919) 200-0233

Siviq Scores

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

Liabilities / Assets

57th percentile

0.15x

Higher debt load relative to assets than 57% of similar nonprofits.

2019 filings • NTEE S • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.14x

Higher debt load relative to revenue than 62% of similar nonprofits.

2019 filings • NTEE S • $500k-$1M nonprofits • Source year 2019

Net Margin

57th percentile

7.3%

Higher net margin than 57% of similar nonprofits.

2019 filings • NTEE S • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$46,658

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2019 filings • NTEE S • $500k-$1M nonprofits • Source year 2019

Asset Growth

58th percentile

8.0%

Faster asset growth than 58% of similar nonprofits.

2019 filings • NTEE S • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • NTEE S • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$732,693

Up $54,197 (+8.0%) from 2018

Net Assets

Up

$623,127

Up $79,570 (+15%) from 2018

Liabilities

Down

$109,566

Down $25,373 (-19%) from 2018

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin57th percentile

Revenue

Up

$768,944

Up $97,176 (+14%) from 2018

Expenses

Up

$712,686

Up $195,525 (+38%) from 2018

Net Income

Down

$56,258

Down $98,349 (-64%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $265,987Liabilities 2014: $132,332Net Assets 2014: $133,6552014Assets 2015: $406,159Liabilities 2015: $44,903Net Assets 2015: $361,2562015Assets 2016: $425,683Liabilities 2016: $117,005Net Assets 2016: $308,6782016Assets 2017: $510,499Liabilities 2017: $121,549Net Assets 2017: $388,9502017Assets 2018: $678,496Liabilities 2018: $134,939Net Assets 2018: $543,5572018Assets 2019: $732,693Liabilities 2019: $109,566Net Assets 2019: $623,1272019Assets 2020: $1,014,545Liabilities 2020: $215,508Net Assets 2020: $799,0372020Assets 2021: $1,301,255Liabilities 2021: $150,291Net Assets 2021: $1,150,9642021Assets 2022: $2,439,677Liabilities 2022: $609,366Net Assets 2022: $1,830,3112022Assets 2023: $2,446,988Liabilities 2023: $386,845Net Assets 2023: $2,060,1432023Assets 2024: $3,021,882Liabilities 2024: $241,968Net Assets 2024: $2,779,9142024

Highlighted filing

2019

Assets$732,693
Liabilities$109,566
Net Assets$623,127
Open 2019 Filing

Operations Trend

Revenue Growth68th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2014: $195,294Expenses 2014: $156,957Net Income 2014: $38,3372014Revenue 2015: $423,664Expenses 2015: $277,110Net Income 2015: $146,5542015Revenue 2016: $362,785Expenses 2016: $415,363Net Income 2016: -$52,5782016Revenue 2017: $528,700Expenses 2017: $448,428Net Income 2017: $80,2722017Revenue 2018: $671,768Expenses 2018: $517,161Net Income 2018: $154,6072018Revenue 2019: $768,944Expenses 2019: $712,686Net Income 2019: $56,2582019Revenue 2020: $1,099,843Expenses 2020: $923,933Net Income 2020: $175,9102020Revenue 2021: $1,176,233Expenses 2021: $824,306Net Income 2021: $351,9272021Revenue 2022: $1,553,814Expenses 2022: $874,467Net Income 2022: $679,3472022Revenue 2023: $1,907,132Expenses 2023: $1,677,300Net Income 2023: $229,8322023Revenue 2024: $756,781Expenses 2024: $887,010Net Income 2024: -$130,2292024

Highlighted filing

2019

Revenue$768,944
Expenses$712,686
Net Income$56,258
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 12, 2020
Return Version
2019v5.0
Gross Receipts
$768,944
Mission and Program Overview

Mission

To cultivate opportunities, assets and communities that support the alleviation of homelessness and poverty.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$251,058$509,072▲ $258,014
Savings and Temporary Cash Investments$218,483$0▼ $218,483
Accounts Receivable$124,121$214,172▲ $90,051
Land, Buildings, and Equipment, Net$5,583$3,521▼ $2,062
Inventories for Sale or Use$2,416$2,394▼ $22
Prepaid Expenses and Deferred Charges-$1,049-
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-
Total Assets$678,496$732,693▲ $54,197
Other Assets Total$76,835$2,485▼ $74,350
Liabilities
Escrow Account Liability$100,439$68,950▼ $31,489
Accounts Payable and Accrued Expenses$21,819$37,491▲ $15,672
Deferred Revenue$6,499--
Other Liabilities$6,182$3,125▼ $3,057
Total Liabilities$134,939$109,566▼ $25,373
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$231,127$465,269▲ $234,142
Net Assets With Donor Restrictions$312,430$157,858▼ $154,572
Total Net Assets Fund Balance$543,557$623,127▲ $79,570
Total Liabilities and Net Assets / Fund Balance$678,496$732,693▲ $54,197

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,493$4,987$7,480
Equipment-$2,150$2,150
Other Land Buildings$1,028$672$1,700
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jonathan YoungCo-DirectorFT$46,658$46,658
Janet XiaoCo-DirectorFT$46,454$46,454

Board Members and Trustees

NameTitle
Brian SmithCo-chair
Eric BreitCo-chair
Bebe SmithDirector
Becky HoltonDirector
Carolyn FrybergerDirector
Heather HuntDirector
Jennifer SherwinDirector
Joyce YaoDirector
Karen EldridgeDirector
Keely KrihoDirector
Laurel ShulmanDirector
Lisa PowellDirector
Mark BurnetteDirector
Psiyina DavisDirector
Sherry KinlawDirector
Trey WalkSecretary
Varun PrasadSecretary
Jessie MaxwellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$651,488
Program Service Revenue
$0
Investment Income
$4,123
Other Revenue
$113,333
All Other Contributions
$558,444
Change in Net Assets
$56,258

Audited Revenue Reconciliation

Revenue per Audited Statements
$768,944
Total Revenue per Audited Statements
$768,944
Total Revenue per Form 990
$768,944
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$492,870
Other Expenses$219,816
Total Fundraising Expense$53,366
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$331,698$26,292$4,934$362,924
Current Officers, Directors, Trustees, and Key Employees$49,843$27,449$15,820$93,112
Occupancy$11,551$9,706$19,840$41,097
Payroll Taxes$29,467$4,420$2,947$36,834
Fees for Services Other$18,058$12,309$1,806$32,173
All Other Expenses$21,085$1,031$1,305$23,421
Information Technology$4,432$4,829$242$9,503
Other Expenses$3,139$350$2,431$5,920
Depreciation Depletion$1,197$747$120$2,064
Insurance$1,548$232$257$2,037
Total Functional Expenses$566,099$93,221$53,366$712,686

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$712,686
Total Expenses per Audited Statements$712,686
Total Expenses per Form 990$712,686
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,282
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Savings matches payable$3,125
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 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

Governance Explanations

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

“All members of the Board of Directors are provided with a copy of the Form 990 electronically for their review, requesting written authorization before submission of the document.”

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

“The Governance Committee of the Board of Directors reviews the conflict of interest policy regularly for any updates to the policy, and incorporates signing of the conflict of interest disclosure forms and collection of these forms into the Annual Meeting of the Board of Directors.”

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

“To determine compensation for the organization's top management official and key employees of the organization, the Board of Directors, made up of independent persons, evaluated information about comparable compensation and deliberated to determine the appropriate compensation range for the organization. Documentation and deliberation is recorded in meeting minutes of the Board.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“To determine compensation for the organization's top management official and key employees of the organization, the Board of Directors, made up of independent persons, evaluated information about comparable compensation and deliberated to determine the appropriate compensation range for the organization. Documentation and deliberation is recorded in meeting minutes of the Board.”

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

“By request or on website.”

Filing and Contact Details

Filer

Filer Name
Community Empowerment Fund
EIN
27-0428981
Phone
9192000233
Address
208 N Columbia St Suite 100, Chapel Hill, NC 27514

Signing Officer

Name
Jessie Maxwell
Title
Treasurer
Signed
2020-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Breit
Formed
2010
Legal Domicile
Nc
Voting Board Members
18
Independent Board Members
17
Employees
50
Volunteers
249

Preparer

Firm
Thomas & Gibbs Cpas Pllc
Address
6114 FAYETTEVILLE RD STE 101, DURHAM, NC 27713-6284
Preparer
Kenneth D Gibbs
Phone
9195440555
Supplemental Narrative

Financial Statement Notes

Part IV, Line 2B: Explanation of escrow account liability

“Low Income clients who participate in CEF's savings program make deposits towards their savings goals which are held in escrow until the client meets his or her savings goal.”

Part X : FIN48 Footnote

“The Fund files IRS Form 990. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by the Fund in its tax returns that might be uncertain. The Fund recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Management of the Fund does not believe the financial statements include any uncertain tax positions and determined that no material uncertain tax positions qualify for either recognition or disclosure in the financial statements.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Co-Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Co-Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Co-chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Co-chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt16Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
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IRS990/InformationTechnologyGrp/ProgramServicesAmt04432
IRS990/InformationTechnologyGrp/TotalAmt09503
IRS990/InsuranceGrp/FundraisingAmt0257
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IRS990/InsuranceGrp/TotalAmt02037
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IRS990/LandBldgEquipCostOrOtherBssAmt011330
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OtherExpensesGrp/Desc3Staff Development
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IRS990/OtherExpensesGrp/ProgramServicesAmt25850
IRS990/OtherExpensesGrp/ProgramServicesAmt33139
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IRS990/OtherExpensesGrp/TotalAmt148020
IRS990/OtherExpensesGrp/TotalAmt27288
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17969
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0331698
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04420
IRS990/PayrollTaxesGrp/ProgramServicesAmt029467
IRS990/PayrollTaxesGrp/TotalAmt036834
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01049
IRS990/PrincipalOfficerNm0Eric Breit
IRS990/PriorPeriodAdjustmentsAmt023312
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Financial well-being - Provided 427 low-income individuals with financial coaching, job readiness training and relationship-based support for achieving greater financial stability.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt027271
IRS990/ProgSrvcAccomActy3Grp/Desc0Matched Savings accounts - Enabled 205 homeless and near-homeless individuals to save over $175,000 cumulatively towards personal savings goals by providing goal-oriented, matched savings accounts and personalized money management assistance.

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$732,693
Liabilities
$109,566
Net assets
$623,127
Revenue
$768,944
Expenses
$712,686
Net income
$56,258
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.24$2.78$0.76$0.89$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.39$2.06$1.91$1.68$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.61$1.83$1.55$0.87$0.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.15$1.15$1.18$0.82$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.22$0.80$1.10$0.92$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.11$0.62$0.77$0.71$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.13$0.54$0.67$0.52$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.12$0.39$0.53$0.45$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.12$0.31$0.36$0.42$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.04$0.36$0.42$0.28$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.13$0.13$0.20$0.16$0.04