Civic Intelligence

Sy'S Fund Inc

990EZ • Fiscal year 2021 • EIN 27-1689722

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

Organization ProfileWWW.SYSFUND.ORG
15 Alexander Crest DriveFairview, NC 28730

(413) 512-9177

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

78th percentile

35%

Higher net margin than 78% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

83rd percentile

62%

Faster asset growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

100%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,722

Up $11,037 (+62%) from 2020

Net Assets

Up

$28,722

Up $11,037 (+62%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Up

$31,538

Up $15,801 (+100%) from 2020

Expenses

Up

$20,501

Up $8,835 (+76%) from 2020

Net Income

Up

$11,037

Up $6,966 (+171%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$30K$20K$10K$0Assets 2019: $13,614Net Assets 2019: $13,6142019Assets 2020: $17,685Net Assets 2020: $17,6852020Assets 2021: $28,722Net Assets 2021: $28,7222021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2021

Assets$28,722
Liabilities-
Net Assets$28,722
Open 2021 Filing

Operations Trend

Revenue Growth85th percentile

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

$40K$20K$0-$20KRevenue 2019: $10,340Expenses 2019: $14,703Net Income 2019: -$4,3632019Revenue 2020: $15,737Expenses 2020: $11,666Net Income 2020: $4,0712020Revenue 2021: $31,538Expenses 2021: $20,501Net Income 2021: $11,0372021Revenue 2022: $1,497Expenses 2022: $13,495Net Income 2022: -$11,9982022

Highlighted filing

2021

Revenue$31,538
Expenses$20,501
Net Income$11,037
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.0
Gross Receipts
$31,538
Mission and Program Overview

Mission

Helping young adults with cancer to pursue their creative passions, pursuits and hobbies

Program Services

DescriptionGrantsExpenses
HELPING YOUNG ADULTS WITH CANCER TO PURSUE THEIR CREATIVE PASSIONS, PURSUITS AND HOBBIES-$17,344
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORRAINE KERZExecutive Di-$0--
TINA RANNEYTreasurer-$0--
JAIMIE REEVESDirector-$0--
TERRY BONNETTEDirector-$0--
ERIC EICHNERDirector-$0--
JAMIE RULOPHDirector-$0--
HALLIE PETERSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
SY'S FUND INC
EIN
27-1689722
Phone
4135129177
Address
15 ALEXANDER CREST DRIVE, FAIRVIEW, NC 28730

Signing Officer

Name
Lorraine Kerz
Title
Executive Director
Phone
4135129177
Signed
2022-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Chs Wealth Management & Cpas
Address
463 MOUNTAIN VIEW DR SUITE 205, COLCHESTER, VT 05446
Preparer
Catherine Harris
Phone
8662476800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other revenue 823 total 823”

Form 990-ez, Part I, Line 16

“Expenses program expenses 12,816 business registration fee 25 fundraising expneses 3,157 operations 1,601 books, subscriptions, ref 282 telephone, telecomm. 1,119 other costs 25 total 19,025”

Form 990-ez, Part III

“Helping young adults with cancer to pursue their creative passions, pursuits and hobbies”

Raw XML Appendix155 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TINA RANNEY
IRS990EZ/BooksInCareOfDetail/PhoneNum04135129177
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 3549
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RAMONA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092065
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017685
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028722
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030024
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011037
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01011
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017685
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IRS990EZ/FundraisingGrossIncomeAmt0691
IRS990EZ/GrossReceiptsAmt031538
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017685
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028722
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017685
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028722
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORRAINE KERZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TINA RANNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAIMIE REEVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TERRY BONNETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERIC EICHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMIE RULOPH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HALLIE PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019025
IRS990EZ/OtherRevenueTotalAmt0823
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HELPING YOUNG ADULTS WITH CANCER TO PURSUE THEIR CREATIVE PASSIONS, PURSUITS AND HOBBIES
IRS990EZ/PrintingPublicationsPostageAmt0465
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELPING YOUNG ADULTS WITH CANCER TO PURSUE THEIR CREATIVE PASSIONS, PURSUITS AND HOBBIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017344
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt0691
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020501
IRS990EZ/TotalProgramServiceExpensesAmt017344
IRS990EZ/TotalRevenueAmt031538
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SYSFUND.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt030024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010196
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07141
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07238
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03976
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt058575
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt047324
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93450
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt054747
IRS990ScheduleA/SubstantialContributorsTotAmt03828
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt030024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010196
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07141
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07238
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03976
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt058575
IRS990ScheduleA/TotalSupportAmt058582
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 823 TOTAL 823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES PROGRAM EXPENSES 12,816 BUSINESS REGISTRATION FEE 25 FUNDRAISING EXPNESES 3,157 OPERATIONS 1,601 BOOKS, SUBSCRIPTIONS, REF 282 TELEPHONE, TELECOMM. 1,119 OTHER COSTS 25 TOTAL 19,025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HELPING YOUNG ADULTS WITH CANCER TO PURSUE THEIR CREATIVE PASSIONS, PURSUITS AND HOBBIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORRAINE KERZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04135129177
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SY'S FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0SYSF
ReturnHeader/Filer/EIN0271689722
ReturnHeader/Filer/PhoneNum04135129177
ReturnHeader/Filer/USAddress/AddressLine1Txt015 ALEXANDER CREST DRIVE
ReturnHeader/Filer/USAddress/CityNm0FAIRVIEW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028730
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461785698
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHS WEALTH MANAGEMENT & CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0463 MOUNTAIN VIEW DR SUITE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005446
ReturnHeader/PreparerPersonGrp/PhoneNum08662476800
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE HARRIS
ReturnHeader/ReturnTs02022-11-09T15:14:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LORRAINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KERZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,722
Liabilities
-
Net assets
$28,722
Revenue
$31,538
Expenses
$20,501
Net income
$11,037
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.50$13.5$12.0
2021Detailed filing. Detailed filing data is available for this year.$28.7$28.7$31.5$20.5$11.0
2020Detailed filing. Detailed filing data is available for this year.$17.7$17.7$15.7$11.7$4.07
2019Detailed filing. Detailed filing data is available for this year.$13.6$13.6$10.3$14.7$4.36