Civic Intelligence

Go Philanthropic Charitable Fund

990 • Fiscal year 2022 • EIN 27-4939698

Jul 01, 2021 to Jun 30, 2022 • Filed on May 16, 2023

PO Box 601Conifer, CO 80433

(888) 976-0102

Siviq Scores

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

Liabilities / Assets

64th percentile

0.07x

Higher debt load relative to assets than 64% of similar nonprofits.

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

Liabilities / Revenue

64th percentile

0.07x

Higher debt load relative to revenue than 64% of similar nonprofits.

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

Net Margin

26th percentile

-6.6%

Higher net margin than 26% of similar nonprofits.

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

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

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

Asset Growth

35th percentile

-3.3%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

23rd percentile

-15%

Faster revenue growth than 23% of similar nonprofits.

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

Assets

Down

$601,008

Down $20,676 (-3.3%) from 2021

Net Assets

Down

$556,452

Down $40,049 (-6.7%) from 2021

Liabilities

Up

$44,556

Up $19,373 (+77%) from 2021

Revenue

Down

$605,088

Down $105,680 (-15%) from 2021

Expenses

Up

$645,137

Up $77,004 (+14%) from 2021

Net Income

Down

-$40,049

Down $182,684 (-128%) from 2021

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2018: $253,665Liabilities 2018: $0Net Assets 2018: $253,6652018Assets 2019: $307,948Liabilities 2019: $46,799Net Assets 2019: $261,1492019Assets 2020: $485,084Liabilities 2020: $31,218Net Assets 2020: $453,8662020Assets 2021: $621,684Liabilities 2021: $25,183Net Assets 2021: $596,5012021Assets 2022: $601,008Liabilities 2022: $44,556Net Assets 2022: $556,4522022Assets 2023: $543,271Liabilities 2023: $46,681Net Assets 2023: $496,5902023Assets 2024: $324,307Liabilities 2024: $98,932Net Assets 2024: $225,3752024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2022

Assets$601,008
Liabilities$44,556
Net Assets$556,452

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2018: $468,520Expenses 2018: $442,381Net Income 2018: $26,1392018Revenue 2019: $515,314Expenses 2019: $507,489Net Income 2019: $7,8252019Revenue 2020: $730,362Expenses 2020: $538,025Net Income 2020: $192,3372020Revenue 2021: $710,768Expenses 2021: $568,133Net Income 2021: $142,6352021Revenue 2022: $605,088Expenses 2022: $645,137Net Income 2022: -$40,0492022Revenue 2023: $522,145Expenses 2023: $585,417Net Income 2023: -$63,2722023Revenue 2024: $413,672Expenses 2024: $685,314Net Income 2024: -$271,6422024Revenue 2025: $21,007Expenses 2025: $246,382Net Income 2025: -$225,3752025

Highlighted filing

2022

Revenue$605,088
Expenses$645,137
Net Income-$40,049
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 16, 2023
Return Version
2021v4.0
Gross Receipts
$605,088
Mission and Program Overview

Mission

To identify, invest and strengthen the impact of already existing community-based organizations by providing access to education, health and basic human rights in impoverished communities around the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$583,056$460,931▼ $122,125
Investments in Publicly Traded Securities$37,637$139,062▲ $101,425
Prepaid Expenses and Deferred Charges$991$1,015▲ $24
Total Assets$621,684$601,008▼ $20,676
Liabilities
Accounts Payable and Accrued Expenses$279$44,556▲ $44,277
Grants Payable$24,904--
Total Liabilities$25,183$44,556▲ $19,373
Net Assets / Fund Balance
Net Assets With Donor Restrictions$188,954$457,520▲ $268,566
Net Assets Without Donor Restrictions$407,547$98,932▼ $308,615
Total Net Assets Fund Balance$596,501$556,452▼ $40,049
Total Liabilities and Net Assets / Fund Balance$621,684$601,008▼ $20,676
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tracey MorrellChair
Ankush TeredasiBoard Member
Calvin NeiderBoard Member
Christina BruceBoard Member
Rajuta TedassiBoard Member
Robert LoganBoard Member
Jeanie MamulaSecretary
Jennifer MckinleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$605,083
Program Service Revenue
$0
Investment Income
$5
Other Revenue
$0
All Other Contributions
$605,083
Change in Net Assets
$-40,049
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$472,137
Other Expenses$173,000
Total Fundraising Expense$11,383
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$472,137--$472,137
Fees for Services Other$101,670$8,032$11,383$121,085
Fees for Services Accounting$11,720--$11,720
Conferences and Meetings-$9,640-$9,640
Information Technology-$7,985-$7,985
Other Expenses$0$6,154$0$6,154
Office Expenses$88$4,962-$5,050
Fees for Services Legal-$3,352-$3,352
Insurance$756--$756
Total Functional Expenses$593,629$40,125$11,383$645,137
International Activity

International Summary

Offices
0
Employees
0
Spending
$472,137

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
South AsiaGrantmakingGrantmaking activities00$374,734
Central America and the CaribbeanGrantmakingGrantmaking activities00$60,827
Sub-Saharan AfricaGrantmakingGrantmaking activities00$36,576
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
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 11B

A draft of the 990 is reviewed by the board via email prior to submission.

Form 990, Part VI, Section B, Line 12C

The organization's secretary annually distributes to all directors a from soliciting the disclosure of all conflicts of interest, including specific information concerning the terms of any contract or transaction with the organization and whether the process for approval set forth in the conflict of interest policy was used.

Form 990, Part VI, Section B, Line 15

Salaries are determined by the finance committee.

Form 990, Part VI, Section C, Line 19

The organization maintains all financial statements, informational tax returns, and governing documents at its main office. All such documents are available to the public upon request and requests for documents can be made via the website notification. The form 990 is made available to the public via guidestar.

Filing and Contact Details

Filer

Filer Name
Go Philanthropic Charitable Fund
EIN
27-4939698
Phone
8889760102
Address
PO BOX 601, CONIFER, CO 80433

Signing Officer

Name
Jennifer Mckinley
Title
Treasurer
Phone
8889760102
Signed
2023-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracey Morrell
Formed
2011
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
10

Preparer

Firm
Easy Office Dba Jitasa
Address
1120 S RACKHAM WAY SUITE 300, MERIDIAN, ID 83642
Preparer
Jeremy Cork
Phone
2082874777
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other contract service expenses

Raw XML AppendixShowing 400 of 448 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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02124
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0387
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02580
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt019750
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68487
IRS990ScheduleA/PublicSupportPY170Pct00.72911
IRS990ScheduleA/PublicSupportTotal170Amt02057471
IRS990ScheduleA/SubstantialContributorsTotAmt0944122
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0605083
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0710765
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0710471
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0512662
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0462612
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03001593
IRS990ScheduleA/TotalSupportAmt03004173
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0374734
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt160827
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt236576
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0South Asia
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1Central America and the Caribbean
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2Sub-Saharan Africa
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0Grantmaking activities
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1Grantmaking activities
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt2Grantmaking activities
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Grantmaking
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1Grantmaking
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2Grantmaking
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt0374734
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt160827
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt236576
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt2WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0GRANT SUPPORT TOWARDS COVID RELIEF, BOARDING HOME, CONSTRUCTION FUNDS, SPONSORSHIPS, FISCAL SUPPORT, AND PROGRAM RELIEF FUNDING.
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1GRANT SUPPORT TOWARDS FOOD, SALARY SUPPORT, WATER FILTERS, SPONSORSHIPS, AND PROGRAM RELIEF FUNDS.
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt2GRANT SUPPORT TOWARDS EDUCATIONAL EXPENSES, SPONSORSHIPS, AND PROGRAM RELIEF FUNDS.
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0South Asia
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1Central America and the Caribbean
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt2Sub-Saharan Africa
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MEETS WITH PARTNER PROGRAMS TO ENSURE THAT THE PROGRAM'S CRITERIA ARE IN ACCORDANCE WITH THE ORGANIZATION'S VISION. EACH PARTNER IS EVALUATED ON AN ORGANIZATIONAL BASIS, LEADERSHIP AND STAFF MANAGEMENT CAPABILITIES, BUDGETING, FINANCE, FUND MANAGEMENT, MEASUREMENT AND PROGRAM MANAGEMENT, AND COMMUNICATIONS AND GRANT WRITING. IF ANY OF THESE SKILLS ARE LACKING, THE PROGRAM MANAGEMENT, AND COMMUNICATIONS, AND GRANT WRITING ARE. IF ANY OF THESE SKILLS ARE LACKING, THE PARTNERS ARE SPENDING THE GRANT FUNDS IN ACCORDANCE WITH THE PROGRAM'S OVERALL OBJECTIVE AND BUDGET.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule F, Part I, Line 2
IRS990ScheduleF/Total501c3OrgCnt022
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalOtherOrgCnt00
IRS990ScheduleF/TotalSpentAmt0472137
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE 990 IS REVIEWED BY THE BOARD VIA EMAIL PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S SECRETARY ANNUALLY DISTRIBUTES TO ALL DIRECTORS A FROM SOLICITING THE DISCLOSURE OF ALL CONFLICTS OF INTEREST, INCLUDING SPECIFIC INFORMATION CONCERNING THE TERMS OF ANY CONTRACT OR TRANSACTION WITH THE ORGANIZATION AND WHETHER THE PROCESS FOR APPROVAL SET FORTH IN THE CONFLICT OF INTEREST POLICY WAS USED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARIES ARE DETERMINED BY THE FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAINTAINS ALL FINANCIAL STATEMENTS, INFORMATIONAL TAX RETURNS, AND GOVERNING DOCUMENTS AT ITS MAIN OFFICE. ALL SUCH DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND REQUESTS FOR DOCUMENTS CAN BE MADE VIA THE WEBSITE NOTIFICATION. THE FORM 990 IS MADE AVAILABLE TO THE PUBLIC VIA GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER CONTRACT SERVICE EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0621684
IRS990/TotalAssetsEOYAmt0601008
IRS990/TotalAssetsGrp/BOYAmt0621684
IRS990/TotalAssetsGrp/EOYAmt0601008
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0605083
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt011383
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt040125
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0593629
IRS990/TotalFunctionalExpensesGrp/TotalAmt0645137
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025183
IRS990/TotalLiabilitiesEOYAmt044556
IRS990/TotalLiabilitiesGrp/BOYAmt025183
IRS990/TotalLiabilitiesGrp/EOYAmt044556
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0596501
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0556452
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0593629
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0605088
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

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