Civic Intelligence

Check for a Lump

EIN 27-4626148 • 501(c)3

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

81st percentile

27%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

75th percentile

30%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Up

$382,537

Up $82,087 (+27%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$382,537

Up $82,087 (+27%) from 2021

Revenue

Up

$609,204

Up $140,746 (+30%) from 2021

Expenses

Up

$527,117

Up $296,805 (+129%) from 2021

Net Income

Down

$82,087

Down $156,059 (-66%) from 2021

Trend Graphs

Balance Sheet Trend

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

$400K$200K$0-$200KAssets 2016: $35,493Liabilities 2016: $0Net Assets 2016: $35,4932016Assets 2017: $32,303Liabilities 2017: $60,000Net Assets 2017: -$27,6972017Assets 2018: $206,035Liabilities 2018: $2,338Net Assets 2018: $203,6972018Assets 2020: $62,304Liabilities 2020: $0Net Assets 2020: $62,3042020Assets 2021: $300,450Liabilities 2021: $0Net Assets 2021: $300,4502021Assets 2022: $382,537Liabilities 2022: $0Net Assets 2022: $382,5372022

Highlighted filing

2022

Assets$382,537
Liabilities$0
Net Assets$382,537

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2016: $133,472Expenses 2016: $127,920Net Income 2016: $5,5522016Revenue 2017: $142,071Expenses 2017: $205,261Net Income 2017: -$63,1902017Revenue 2018: $505,518Expenses 2018: $274,124Net Income 2018: $231,3942018Revenue 2020: $154,903Expenses 2020: $191,123Net Income 2020: -$36,2202020Revenue 2021: $468,458Expenses 2021: $230,312Net Income 2021: $238,1462021Revenue 2022: $609,204Expenses 2022: $527,117Net Income 2022: $82,0872022

Highlighted filing

2022

Revenue$609,204
Expenses$527,117
Net Income$82,087

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 31, 2023
Return Version
2022v5.0
Gross Receipts
$645,143
Mission and Program Overview

Mission

Educational outreach and providing custom wigs

To provide free breast health education, mammograms, testing and direct assistance to breast cancer patients with wigs, support and resources in Arizona.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$300,443$365,010▲ $64,567
Prepaid Expenses and Deferred Charges-$17,500-
Accounts Receivable-$20-
Savings and Temporary Cash Investments$7$7→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$300,450$382,537▲ $82,087
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$285,674$382,537▲ $96,863
Total Net Assets Fund Balance$300,450$382,537▲ $82,087
Total Liabilities and Net Assets / Fund Balance$300,450$382,537▲ $82,087
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Holly RoseExecutive DirectorFT$52,800$52,800

Board Members and Trustees

NameTitle
Tiffany HousePresident
Jen UmscheidBoard Member
Kate KunbergerBoard Member
Linda GreerBoard Member
Sommer GuniaBoard Member
Teresa YostBoard Member
Erin AlstadSecretary
Shelley SakalaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$609,204
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$463,379
Change in Net Assets
$82,087
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$385,422
Salaries, Compensation, and Employee Benefits$137,195
Total Fundraising Expense$65,238
Professional Fundraising Fees$4,500
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$125,808$13,111$7,634$146,553
Fees for Services Other$72,240$5,522$22,702$100,464
Other Salaries and Wages$60,625$3,717$7,652$71,994
Current Officers, Directors, Trustees, and Key Employees$45,122$3,344$4,334$52,800
Other Expenses$23,035$2,754$2,701$28,490
Occupancy$13,621$485$563$14,669
Payroll Taxes$9,472$1,724$1,205$12,401
Advertising$4,448-$4,007$8,455
Information Technology-$8,344$72$8,415
Fees for Services Accounting$6,526$827$914$8,268
Fees for Services Professional Fundraising--$4,500$4,500
Conferences and Meetings$2,168$629$1,090$3,887
Travel$778$39$533$1,350
Insurance-$494-$494
Total Functional Expenses$419,730$42,149$65,238$527,117
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$35,939
Fundraising Gross Income$35,939
Professional Fundraising Fees$4,500

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$100,224$27,539-$27,539
5k$81,540$8,400$5,137$3,263
Total Events$181,764$35,939$35,939$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
Backup withholding compliance
No
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, Section B, Line 12C

At each board meeting, if there is a discussion of selecting or engaging a vendor, all in attendance are asked to recuse themselves from the discussion if there could be a perceived conflict of interest.

Form 990, Part VI, Section B, Lines 15A and 15B

The Board reviews and approves compensation for the CEO and other key employees of the organization based on other organizations of similar size.

Form 990, Part VI, Section C, Line 19

Requests for copies of the organization's governing documents, conflict of interest policy and financial statements may be made in writing or in person at the organization's main business location.

Form 990 part VII line 1 column D

The organization uses a PEO to process payroll. As such the W2 are issued under the PEO EIN and not that of the Organization.

Filing and Contact Details

Filer

Filer Name
Check For a Lump
EIN
27-4626148
Phone
6026885232
Address
360 E Coronado, Phoenix, AZ 85004

Signing Officer

Name
Holly Rose
Title
Executive Director
Signed
2023-03-31
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
Az
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
100

Preparer

Firm
Stevenson CPA LLC
Address
24 W Camelback Road A568, Phoenix, AZ 85013
Preparer
Lisa Stevenson
Phone
6023199243
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Section B, Line 11B

The 990 is reviewed and approved by the CEO and BOD prior to filing.

Form 990, Part XII, Line 1

The Organization uses a modified cash basis of accounting. Accruals are posted to Deposits and Accounts Payable.

Form 990 part V line 2A

The Executive Director is a contract position, therefore is issued a 1099, not a W2

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is reviewed and approved by the CEO and BOD prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1At each board meeting, if there is a discussion of selecting or engaging a vendor, all in attendance are asked to recuse themselves from the discussion if there could be a perceived conflict of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board reviews and approves compensation for the CEO and other key employees of the organization based on other organizations of similar size.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Requests for copies of the organization's governing documents, conflict of interest policy and financial statements may be made in writing or in person at the organization's main business location.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Organization uses a modified cash basis of accounting. Accruals are posted to Deposits and Accounts Payable.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization uses a PEO to process payroll. As such the W2 are issued under the PEO EIN and not that of the Organization.

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