Civic Intelligence

Carry the Load

990 • Fiscal year 2023 • EIN 27-4568835

Sep 01, 2022 to Aug 31, 2023 • Filed on Jan 02, 2024

4809 Cole Avenue Ste 255Dallas, TX 75205

(214) 723-6068

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

23rd percentile

-10.0%

Higher net margin than 23% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

89th percentile

$195,583

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

7th percentile

-20%

Faster asset growth than 7% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-11%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,945,615

Down $473,354 (-20%) from 2022

Net Assets

Down

$1,916,663

Down $418,320 (-18%) from 2022

Liabilities

Down

$28,952

Down $55,034 (-66%) from 2022

Revenue

Down

$4,400,041

Down $544,721 (-11%) from 2022

Expenses

Up

$4,839,451

Up $40,831 (+0.9%) from 2022

Net Income

Down

-$439,410

Down $585,552 (-401%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2013: $275,154Liabilities 2013: $0Net Assets 2013: $275,1542013Assets 2015: $378,748Liabilities 2015: $2,000Net Assets 2015: $376,7482015Assets 2016: $1,370,477Liabilities 2016: $1,115,261Net Assets 2016: $255,2162016Assets 2017: $1,157,118Liabilities 2017: $12,195Net Assets 2017: $1,144,9232017Assets 2019: $1,343,290Liabilities 2019: $30,000Net Assets 2019: $1,313,2902019Assets 2021: $2,243,873Liabilities 2021: $28,000Net Assets 2021: $2,215,8732021Assets 2022: $2,418,969Liabilities 2022: $83,986Net Assets 2022: $2,334,9832022Assets 2023: $1,945,615Liabilities 2023: $28,952Net Assets 2023: $1,916,6632023Assets 2025: $2,203,906Liabilities 2025: $13,812Net Assets 2025: $2,190,0942025

Highlighted filing

2023

Assets$1,945,615
Liabilities$28,952
Net Assets$1,916,663

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $2,155,467Expenses 2013: $2,043,392Net Income 2013: $112,0752013Revenue 2015: $3,447,163Expenses 2015: $4,300,937Net Income 2015: -$853,7742015Revenue 2016: $3,578,274Expenses 2016: $3,699,806Net Income 2016: -$121,5322016Revenue 2017: $4,058,051Expenses 2017: $3,168,344Net Income 2017: $889,7072017Revenue 2019: $3,708,863Expenses 2019: $3,729,600Net Income 2019: -$20,7372019Revenue 2021: $4,497,836Expenses 2021: $3,890,909Net Income 2021: $606,9272021Revenue 2022: $4,944,762Expenses 2022: $4,798,620Net Income 2022: $146,1422022Revenue 2023: $4,400,041Expenses 2023: $4,839,451Net Income 2023: -$439,4102023Revenue 2025: $3,881,719Expenses 2025: $3,491,540Net Income 2025: $390,1792025

Highlighted filing

2023

Revenue$4,400,041
Expenses$4,839,451
Net Income-$439,410
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jan 2, 2024
Return Version
2022v5.0
Gross Receipts
$4,400,041
Mission and Program Overview

Mission

To provide active ways to honor and celebrate our nation's heroes by connecting americans to the sacrifices of our military, law enforcement, firefighters, first responders and their families.

To honor and celebrate our nations heroes by connecting americans to their sacrifices for our freedom.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,593,750$1,119,005▼ $474,745
Investments in Publicly Traded Securities$725,219$769,610▲ $44,391
Accounts Receivable$100,000--
Prepaid Expenses and Deferred Charges-$57,000-
Total Assets$2,418,969$1,945,615▼ $473,354
Liabilities
Accounts Payable and Accrued Expenses$83,986$28,952▼ $55,034
Total Liabilities$83,986$28,952▼ $55,034
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,334,983$1,916,663▼ $418,320
Total Net Assets Fund Balance$2,334,983$1,916,663▼ $418,320
Total Liabilities and Net Assets / Fund Balance$2,418,969$1,945,615▼ $473,354
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Debbie WrightExec DirectorFT$195,583$195,583

Board Members and Trustees

NameTitle
Aaron RigbyBoard Member
Hallie HugginsBoard Member
John MccaaBoard Member
Junor OrtizBoard Member
Mike DevlinBoard Member
Todd BoedingBoard Member
Stephen HolleyPresceo
Craig CouchTreas
Revenue and Support

Revenue Composition

Contributions and Grants
$4,287,888
Program Service Revenue
$0
Investment Income
$14,564
Other Revenue
$97,589
All Other Contributions
$4,287,888
Change in Net Assets
$-439,410

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeReported AmountValuation Method
Other Non Cash Contri Table$212,875Fair Market Value (FMV)
Other Non Cash Contri Table$105,095Fair Market Value (FMV)
Total Noncash Contributions$317,970-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,400,041
Revenue Not Reported on Form 990
$21,090
Total Revenue per Audited Statements
$4,421,131
Total Revenue per Form 990
$4,400,041
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,330,548
Grants and Similar Amounts Paid$1,564,079
Salaries, Compensation, and Employee Benefits$944,824
Total Fundraising Expense$142,627
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$1,667,719$195$117,459$1,785,178
Grants to Domestic Orgs$1,564,079--$1,564,079
Other Salaries and Wages$838,245$81,411$25,168$944,824
Advertising$212,875--$212,875
Fees for Services Legal$105,095$19,901-$124,996
Travel$58,362--$58,362
Occupancy-$49,670-$49,670
Office Expenses$23,660$24,468-$48,128
Insurance$3,706$4,633-$8,339
All Other Expenses$1,467$1,008-$2,475
Fees for Services Accounting-$1,153-$1,153
Total Functional Expenses$4,514,385$182,439$142,627$4,839,451

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,839,451
Total Expenses per Audited Statements$4,839,451
Total Expenses per Form 990$4,839,451
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Various Non-profit OrganizationsDallas, TX-General Support$1,564,079
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
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
No
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 governing body review Part VI line 11

The organization provides a copy of the form 990 to all members of its governing body.

Conflict of interest policy compliance Part VI line 12C

The organizations board continually monitors and enforces all conflict of interest policies.

Governing documents etc available to public Part VI line 19

Governing documents are made available as required.

Filing and Contact Details

Filer

Filer Name
Carry the Load
EIN
27-4568835
Address
4809 COLE AVENUE STE 255, DALLAS, TX 75205

Signing Officer

Name
Debbie Wright
Title
Exec Director
Phone
2147236068
Signed
2024-01-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debbie Wright
Formed
2011
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
12

Preparer

Firm
Wood Stephens & ONeil LLP
Address
6300 Ridglea Place Suite 150, Fort Worth, TX 76116
Preparer
Hal ONeil CPA
Phone
8173771700
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES A COPY OF THE FORM 990 TO ALL MEMBERS OF ITS GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS BOARD CONTINUALLY MONITORS AND ENFORCES ALL CONFLICT OF INTEREST POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE AS REQUIRED.
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ReturnHeader/Filer/USAddress/AddressLine1Txt04809 COLE AVENUE STE 255
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wood Stephens & ONeil LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06300 Ridglea Place Suite 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Worth
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