Civic Intelligence

Andson Inc.

990 • Fiscal year 2017 • EIN 27-1311418

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

Organization ProfileN/A
11920 Southern Highlands ParkwayLas Vegas, NV 89141

(702) 785-0020

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

27th percentile

0.02x

Higher debt load relative to revenue than 27% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

4th percentile

-72%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

73rd percentile

$110,438

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

3rd percentile

-36%

Faster asset growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-11%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$843,871

Down $484,764 (-36%) from 2016

Net Assets

Down

$828,067

Down $491,872 (-37%) from 2016

Liabilities

Up

$15,804

Up $7,108 (+82%) from 2016

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin4th percentile

Revenue

Down

$709,106

Down $91,193 (-11%) from 2016

Expenses

Down

$1,221,598

Down $149,017 (-11%) from 2016

Net Income

Up

-$512,492

Up $57,824 (+10%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $3,200,900Liabilities 2013: $9,966Net Assets 2013: $3,190,9342013Assets 2015: $2,012,328Liabilities 2015: $95,049Net Assets 2015: $1,917,2792015Assets 2016: $1,328,635Liabilities 2016: $8,696Net Assets 2016: $1,319,9392016Assets 2017: $843,871Liabilities 2017: $15,804Net Assets 2017: $828,0672017Assets 2018: $459,174Liabilities 2018: $8,793Net Assets 2018: $450,3812018Assets 2019: $339,643Liabilities 2019: $3,417Net Assets 2019: $336,2262019Assets 2020: $466,452Liabilities 2020: $159,971Net Assets 2020: $306,4812020Assets 2021: $365,486Liabilities 2021: $2,660Net Assets 2021: $362,8262021Assets 2025: $142,147Liabilities 2025: $1,276Net Assets 2025: $140,8712025

Highlighted filing

2017

Assets$843,871
Liabilities$15,804
Net Assets$828,067
Open 2017 Filing

Operations Trend

Revenue Growth19th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2013: $295,535Expenses 2013: $1,051,789Net Income 2013: -$756,2542013Revenue 2015: $701,306Expenses 2015: $1,300,670Net Income 2015: -$599,3642015Revenue 2016: $800,299Expenses 2016: $1,370,615Net Income 2016: -$570,3162016Revenue 2017: $709,106Expenses 2017: $1,221,598Net Income 2017: -$512,4922017Revenue 2018: $717,639Expenses 2018: $1,133,221Net Income 2018: -$415,5822018Revenue 2019: $739,927Expenses 2019: $863,795Net Income 2019: -$123,8682019Revenue 2020: $651,011Expenses 2020: $680,702Net Income 2020: -$29,6912020Revenue 2021: $811,640Expenses 2021: $755,643Net Income 2021: $55,9972021Revenue 2025: $234,576Expenses 2025: $431,911Net Income 2025: -$197,3352025

Highlighted filing

2017

Revenue$709,106
Expenses$1,221,598
Net Income-$512,492
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.2
Gross Receipts
$1,580,893
Mission and Program Overview

Mission

The Organization is dedicated to educate, inform and inspire at risk youth and young adults by providing innovative programs in academics and financial literacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,203,861$680,770▼ $523,091
Cash and Non-Interest-Bearing Accounts$116,735$130,144▲ $13,409
Accounts Receivable-$26,900-
Land, Buildings, and Equipment, Net$5,039$3,057▼ $1,982
Total Assets$1,328,635$843,871▼ $484,764
Other Assets Total$3,000$3,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$8,696$15,804▲ $7,108
Total Liabilities$8,696$15,804▲ $7,108
Net Assets / Fund Balance
Unrestricted Net Assets$1,319,939$828,067▼ $491,872
Total Net Assets Fund Balance$1,319,939$828,067▼ $491,872
Total Liabilities and Net Assets / Fund Balance$1,328,635$843,871▼ $484,764

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,057$55,421$58,478
Leasehold Improvements-$2,303$2,303
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sonia Mctaggart-andersonPresident/CEOFT$110,438$110,438
Anthony MctaggartVice President/COOFT$66,956$66,956
Mary a JonesDirector of Human ResourcesFT$43,177$43,177
Cynthia AlamshawDirector of Training & DevelopmentPT$16,591$16,591
Ellen BordinhaoDirector of Academics-$10,602$10,602
Laura HinojosaFinancial Literacy CoordinatorFT$5,095$5,095

Board Members and Trustees

NameTitle
Angela RockPresident
Shelley CaiazzoVice President
Bryan KrotenMember
Ian SwainstonMember
Jennifer McneilMember
Jill HayashikawaMember
Megan AtkaertMember
Napoleon MccallumMember
Seth MauerMember
Tony ScintaMember
Christie EickelmanSecretary
Jacques FrachonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$323,166
Program Service Revenue
$381,285
Investment Income
$4,655
Other Revenue
$0
All Other Contributions
$190,723
Change in Net Assets
$-512,492

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Audited Revenue Reconciliation

Revenue per Audited Statements
$709,106
Revenue Not Reported on Form 990
$-94,270
Total Revenue per Audited Statements
$614,836
Total Revenue per Form 990
$709,106
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$795,000
Other Expenses$426,598
Total Fundraising Expense$20,238
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$415,977$42,648$0$458,625
Current Officers, Directors, Trustees, and Key Employees$252,859$0$18,800$271,659
All Other Expenses$139,276$20,941$0$160,217
Occupancy$103,608$11,512$0$115,120
Payroll Taxes$59,271$4,007$1,438$64,716
Insurance$45,746$5,083$0$50,829
Office Expenses$18,382$5,874$0$24,256
Advertising$15,048$3,762$0$18,810
Conferences and Meetings$18,756$0$0$18,756
Other Expenses$9,450$0$0$9,450
Fees for Services Accounting$6,918$1,730$0$8,648
Fees for Service Investment Mgmnt Fees$0$3,868$0$3,868
Depreciation Depletion$2,434$609$0$3,043
Travel$855$0$0$855
Total Functional Expenses$1,098,459$102,901$20,238$1,221,598

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,221,598
Total Expenses per Audited Statements$1,221,598
Total Expenses per Form 990$1,221,598
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
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Andson Inc
EIN
27-1311418
Phone
7027850020
Address
11920 Southern Highlands Parkway, Las Vegas, NV 89141

Signing Officer

Name
Sonia J Mctaggart-anderson
Title
President
Phone
7027850020
Signed
2018-05-07
Discuss with paid preparer
Yes

Organization Details

Formed
2009
Legal Domicile
Nv
Voting Board Members
19
Independent Board Members
19
Employees
123
Volunteers
25

Preparer

Firm
The Valuations & Forensics Advisory LLC
Address
7950 NW 53rd St Suite 233, Doral, FL 33166-4653
Preparer
Francisco Rosillo CPA
Phone
3054775652
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Upon Completion of the return by CPA, Board will call a meeting to review the return.”

Pt VI, Line 12C

“The Board regularly reviews relationships between vendors, directors and staff.”

Pt VI, Line 15B

“The Board determines compensation based on independent published data”

Pt VI, Line 19

“The Organization will make the governing documents available to the public upon request”

Pt XI

“The timing difference is due to unrealized gains from debt securities”

Pt VI, Line 15A

“The Board determined compensation based on independent published data”

Pt VI, Line 8A

“Contemporeneous minutes were taken of meetings held”

Pt VI, Line 8B

“Contemporeneous minutes were taken of meetings held”

Form 990, Part IX, Line 24E

“Janitorial 825. 660. 165. 0.”

Form 990, Part IX, Line 24E

“Postage 907. 907. 0. 0.”

Form 990, Part IX, Line 24E

“Printing 6931. 6931. 0. 0.”

Form 990, Part IX, Line 24E

“Telephone 6102. 4882. 1220. 0.”

Form 990, Part IX, Line 24E

“Utilities 6813. 5450. 1363. 0.”

Form 990, Part IX, Line 24E

“Licenses 270. 0. 270. 0.”

Form 990, Part IX, Line 24E

“Educational Supplies 48754. 48754. 0. 0.”

Form 990, Part IX, Line 24E

“Donated Services 89615. 71692. 17923. 0.”

Raw XML AppendixShowing 400 of 512 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt08696
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015804
IRS990/AccountsReceivableGrp/EOYAmt026900
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION IS DEDICATED TO EDUCATE, INFORM AND INSPIRE AT RISK YOUTH AND YOUNG ADULTS BY PROVIDING INNOVATIVE PROGRAMS IN ACADEMICS AND FINANCIAL LITERACY.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt03762
IRS990/AdvertisingGrp/ProgramServicesAmt015048
IRS990/AdvertisingGrp/TotalAmt018810
IRS990/AllOtherContributionsAmt0190723
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt020941
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0139276
IRS990/AllOtherExpensesGrp/TotalAmt0160217
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Sonia McTaggart-Anderson
IRS990/BooksInCareOfDetail/PhoneNum07027850020
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011920 Southern Highlands Pky Suite
IRS990/BooksInCareOfDetail/USAddress/CityNm0Las Vegas
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NV
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049141
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0116735
IRS990/CashNonInterestBearingGrp/EOYAmt0130144
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt018800
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0252859
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0271659
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt018756
IRS990/ConferencesMeetingsGrp/TotalAmt018756
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0132443
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0323166
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04655
IRS990/CYOtherExpensesAmt0426598
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0381285
IRS990/CYRevenuesLessExpensesAmt0-512492
IRS990/CYSalariesCompEmpBnftPaidAmt0795000
IRS990/CYTotalExpensesAmt01221598
IRS990/CYTotalFundraisingExpenseAmt020238
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0709106
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0609
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02434
IRS990/DepreciationDepletionGrp/TotalAmt03043
IRS990/Desc0THE ORGANIZATION PROVIDED AFTER SCHOOL HOMEWORK AND TUTORING HELP UTILIZING COMMON CORE STANDARDS, DELIVERED BY LICENSED TEACHERS, AT 39 LOCATIONS, BENEFITING OVER 5,842 STUDENTS AT NO CHARGE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0123
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0643506
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01730
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt06918
IRS990/FeesForServicesAccountingGrp/TotalAmt08648
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03868
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03868
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt325.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/PersonNm0SONIA MCTAGGART-ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm1ANTHONY MCTAGGART
IRS990/Form990PartVIISectionAGrp/PersonNm2ELLEN BORDINHAO
IRS990/Form990PartVIISectionAGrp/PersonNm3CYNTHIA ALAMSHAW
IRS990/Form990PartVIISectionAGrp/PersonNm4MARY A JONES
IRS990/Form990PartVIISectionAGrp/PersonNm5LAURA HINOJOSA
IRS990/Form990PartVIISectionAGrp/PersonNm6SHELLEY CAIAZZO
IRS990/Form990PartVIISectionAGrp/PersonNm7ANGELA ROCK
IRS990/Form990PartVIISectionAGrp/PersonNm8JACQUES FRACHON
IRS990/Form990PartVIISectionAGrp/PersonNm9BRYAN KROTEN
IRS990/Form990PartVIISectionAGrp/PersonNm10CHRISTIE EICKELMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11JILL HAYASHIKAWA
IRS990/Form990PartVIISectionAGrp/PersonNm12TONY SCINTA
IRS990/Form990PartVIISectionAGrp/PersonNm13NAPOLEON MCCALLUM
IRS990/Form990PartVIISectionAGrp/PersonNm14JENNIFER MCNEIL
IRS990/Form990PartVIISectionAGrp/PersonNm15IAN SWAINSTON
IRS990/Form990PartVIISectionAGrp/PersonNm16SETH MAUER
IRS990/Form990PartVIISectionAGrp/PersonNm17MEGAN ATKAERT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0110438
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt166956
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210602
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt316591
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt443177
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt55095
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President/COO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director of Academics
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director of Training & Development
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director of Human Resources
IRS990/Form990PartVIISectionAGrp/TitleTxt5Financial Literacy Coordinator
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Member
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt0132443
IRS990/GainOrLossGrp/SecuritiesAmt0-30718
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt070500
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0841069
IRS990/GrossReceiptsAmt01580893
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt05083
IRS990/InsuranceGrp/ProgramServicesAmt045746
IRS990/InsuranceGrp/TotalAmt050829
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035373
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01203861
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0680770
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt057724
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05039
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03057
IRS990/LandBldgEquipCostOrOtherBssAmt060781
IRS990/LegalDomicileStateCd0NV
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0871787
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Organization is dedicated to
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01319939
IRS990/NetAssetsOrFundBalancesEOYAmt0828067
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-30718
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-30718
IRS990/NetUnrlzdGainsLossesInvstAmt020620
IRS990/NoncashContributionsAmt089615
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt011512
IRS990/OccupancyGrp/ProgramServicesAmt0103608
IRS990/OccupancyGrp/TotalAmt0115120
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05874
IRS990/OfficeExpensesGrp/ProgramServicesAmt018382
IRS990/OfficeExpensesGrp/TotalAmt024256
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03000
IRS990/OtherAssetsTotalGrp/EOYAmt03000
IRS990/OtherExpensesGrp/Desc0Auto
IRS990/OtherExpensesGrp/Desc1Bank Charges
IRS990/OtherExpensesGrp/Desc2Employment Agency
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0520
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12347
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt09879
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt29450
IRS990/OtherExpensesGrp/TotalAmt010399
IRS990/OtherExpensesGrp/TotalAmt12347
IRS990/OtherExpensesGrp/TotalAmt29450
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt042648
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0415977
IRS990/OtherSalariesAndWagesGrp/TotalAmt0458625
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01438
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04007
IRS990/PayrollTaxesGrp/ProgramServicesAmt059271
IRS990/PayrollTaxesGrp/TotalAmt064716
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Sonia McTaggart
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION PROVIDED IN-CLASSROOM FINANCIAL LITERACY LESSONS AND WORKSHOPS TO FILL THE GAP IN FINANCIAL LITERACY TO OVER 7,430 STUDENTS AT 17 LOCATIONS IN NEVADA. AS PART OF PROGRAM THE ORGANIZATION OPERATES A COLLABORATIVE ACTIVITY "THE PIGGY BANK PROGRAM" DESIGNED TO PROVIDE HANDS-ON BANKING TRAINING TO STUDENTS AT PARTICIPATING SCHOOLS. AS OF DECEMBER 31, 2017 OVER 2,184 STUDENTS HAD PARTICIPATED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0454953
IRS990/ProgSrvcAccomActy2Grp/GrantAmt078200
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0722094
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt078205
IRS990/PYOtherExpensesAmt0513320
IRS990/PYRevenuesLessExpensesAmt0-570316
IRS990/PYSalariesCompEmpBnftPaidAmt0857295
IRS990/PYTotalExpensesAmt01370615
IRS990/PYTotalRevenueAmt0800299
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-512492
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0333693
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0482393
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0521106
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0474675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0336052
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0146559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01960785
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt075170
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt075170
IRS990ScheduleA/InvestmentIncomeCYPct00.03690
IRS990ScheduleA/InvestmentIncomePYPct00.04790
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt075170
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt075170
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.96310
IRS990ScheduleA/PublicSupportPY509Pct00.95210
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01960785
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0482393
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0521106
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0474675
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0336052
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0146559
IRS990ScheduleA/Total509Grp/TotalAmt01960785
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02035955
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0-89615
IRS990ScheduleD/EquipmentGrp/BookValueAmt03057
IRS990ScheduleD/EquipmentGrp/DepreciationAmt055421
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt058478
IRS990ScheduleD/ExpensesSubtotalAmt01221598
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02303
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02303
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-4655
IRS990ScheduleD/RevenueNotReportedAmt0-94270
IRS990ScheduleD/RevenueSubtotalAmt0709106
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03057
IRS990ScheduleD/TotalExpensesPerForm990Amt01221598
IRS990ScheduleD/TotalRevenuePerForm990Amt0709106
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0614836
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01221598
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Upon Completion of the return by CPA, Board will call a meeting to review the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board regularly reviews relationships between vendors, directors and staff.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board determines compensation based on independent published data
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization will make the governing documents available to the public upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The timing difference is due to unrealized gains from debt securities
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Board determined compensation based on independent published data
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Contemporeneous minutes were taken of meetings held

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$843,871
Liabilities
$15,804
Net assets
$828,067
Revenue
$709,106
Expenses
$1,221,598
Net income
-$512,492
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.00$0.14$0.23$0.43$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.36$0.81$0.76$0.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.16$0.31$0.65$0.68$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$0.74$0.86$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.01$0.45$0.72$1.13$0.42
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.02$0.83$0.71$1.22$0.51
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.01$1.32$0.80$1.37$0.57
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.10$1.92$0.70$1.30$0.60
2013Detailed filing. Detailed filing data is available for this year.$3.20$0.01$3.19$0.30$1.05$0.76