Civic Intelligence

Charity Squared Foundation

EIN 27-2160989 • 501(c)3 • Provo, UT

Profile

Charity Squared's mission is to exponentially increase the impact of each donation made. This is accomplished by focusing on both ends of the charitable process. The staff provides personalized attention to donors and helps them to create and direct more strategic, effective charitable giving programs. Charity Squared also provides expertise to nonprofits; making suggestions that will improve their effectiveness and efficiency. Charity Squared improves the lives of more individuals in need by helping donors and nonprofits alike achieve excellence.

4833 N EDGEWOOD DRIVE No 201Provo, UT 84604

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

88th percentile

$20,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 66.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

39th percentile

-11%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2016

Revenue Growth

35th percentile

-19%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2016

Assets

Down

$13,565

Down $5,758 (-30%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Down

$13,565

Down $5,758 (-30%) from 2013

Revenue

Down

$30,296

Down $25,706 (-46%) from 2013

Expenses

Down

$22,909

Down $19,247 (-46%) from 2013

Net Income

Down

$7,387

Down $6,459 (-47%) from 2013

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2013: $19,323Liabilities 2013: $0Net Assets 2013: $19,3232013Assets 2016: $13,565Liabilities 2016: $0Net Assets 2016: $13,5652016

Highlighted filing

2016

Assets$13,565
Liabilities$0
Net Assets$13,565

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0Revenue 2013: $56,002Expenses 2013: $42,156Net Income 2013: $13,8462013Revenue 2016: $30,296Expenses 2016: $22,909Net Income 2016: $7,3872016

Highlighted filing

2016

Revenue$30,296
Expenses$22,909
Net Income$7,387

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$61,228
Mission and Program Overview

Mission

Charity Squared's mission is to exponentially increase the impact of each donation made. This is accomplished by focusing on both ends of the charitable process. The staff provides personalized attention to donors and helps them to create and direct more strategic, effective charitable giving programs. Charity Squared also provides expertise to nonprofits; making suggestions that will improve their effectiveness and efficiency. Charity Squared improves the lives of more individuals in need by helping donors and nonprofits alike achieve excellence.

Program Services

DescriptionGrantsExpenses
Assisting nonprofits and donors in developing charitable initiatives. Chalk the Block is a community chalk art festival that is held annually in Provo, Utah. As the sponsoring organization, Charity Squared oversees the festival that benefits more than 300 local artists as well as the general public who attend the festival. In 2016, more than 15,000 people attended the festival and celebrated the efforts of our local artists.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER LINDSAYExecutive DirectorPT$20,000-$20,000
BRITTON RONEYAssistant Executive Direct-$0--
BLAKE RONEYDirector-$0--
SHANNON ANDERSONTreasurer-$0--
BRAD ROBERTSSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chalk the Block$32,226$32,226$29,491$2,735
Total Events$32,226$32,226$30,931$1,295
Filing and Contact Details

Filer

Filer Name
Charity Squared Foundation
EIN
27-2160989
Phone
8014235355
Address
4833 N EDGEWOOD DRIVE No 201, PROVO, UT 84604

Signing Officer

Name
Blake Roney
Title
Director
Phone
8014235355
Signed
2017-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Shannon Anderson CPA LLC
Address
513 EAST 800 NORTH, AMERICAN FORK, UT 84003
Preparer
Shannon Anderson
Phone
8014235355
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: MERRILL LYNCH INTEREST. Amount: 2.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: EVENT SUPPLIES. Amount: 224. Description: COMPUTER AND INTERNET EXPENSES. Amount: 204. Total to Form 990-EZ, line 16: 428.

Raw XML Appendix173 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/PrimaryExemptPurposeTxt0Charity Squared's mission is to exponentially increase the impact of each donation made. This is accomplished by focusing on both ends of the charitable process. The staff provides personalized attention to donors and helps them to create and direct more strategic, effective charitable giving programs. Charity Squared also provides expertise to nonprofits; making suggestions that will improve their effectiveness and efficiency. Charity Squared improves the lives of more individuals in need by helping donors and nonprofits alike achieve excellence.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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