Civic Intelligence

Granted Inc.

990 • Fiscal year 2019 • EIN 31-1154659

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

4445 Commerce Street Suite 108Evansville, IN 47710

(812) 425-9474

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

64th percentile

0.01x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

40th percentile

-5.7%

Faster revenue growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$161,546

Up $17,046 (+12%) from 2018

Net Assets

Up

$160,608

Up $17,013 (+12%) from 2018

Liabilities

Up

$938

Up $33 (+3.6%) from 2018

Revenue

Down

$114,430

Down $6,909 (-5.7%) from 2018

Expenses

Down

$97,417

Down $863 (-0.9%) from 2018

Net Income

Down

$17,013

Down $6,046 (-26%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2018: $144,500Liabilities 2018: $905Net Assets 2018: $143,5952018Assets 2019: $161,546Liabilities 2019: $938Net Assets 2019: $160,6082019Assets 2020: $217,806Liabilities 2020: $10,200Net Assets 2020: $207,6062020Assets 2021: $299,148Liabilities 2021: $2,053Net Assets 2021: $297,0952021Assets 2022: $508,788Liabilities 2022: $2,833Net Assets 2022: $505,9552022Assets 2023: $988,120Liabilities 2023: $4,177Net Assets 2023: $983,9432023Assets 2024: $1,390,602Liabilities 2024: $3,526Net Assets 2024: $1,387,0762024

Highlighted filing

2019

Assets$161,546
Liabilities$938
Net Assets$160,608

Operations Trend

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

$1.0M$500K$0Revenue 2018: $121,339Expenses 2018: $98,280Net Income 2018: $23,0592018Revenue 2019: $114,430Expenses 2019: $97,417Net Income 2019: $17,0132019Revenue 2020: $133,888Expenses 2020: $86,890Net Income 2020: $46,9982020Revenue 2021: $243,697Expenses 2021: $154,208Net Income 2021: $89,4892021Revenue 2022: $487,006Expenses 2022: $278,146Net Income 2022: $208,8602022Revenue 2023: $844,004Expenses 2023: $366,016Net Income 2023: $477,9882023Revenue 2024: $777,299Expenses 2024: $374,166Net Income 2024: $403,1332024

Highlighted filing

2019

Revenue$114,430
Expenses$97,417
Net Income$17,013
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.0
Gross Receipts
$146,618
Mission and Program Overview

Mission

Support terminally ill children

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$101,201$106,768▲ $5,567
Cash and Non-Interest-Bearing Accounts$34,843$45,734▲ $10,891
Land, Buildings, and Equipment, Net$6,164$6,164→ $0
Savings and Temporary Cash Investments$2,148$2,880▲ $732
Prepaid Expenses and Deferred Charges$144--
Total Assets$144,500$161,546▲ $17,046
Liabilities
Other Liabilities$905$938▲ $33
Total Liabilities$905$938▲ $33
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$118,544$135,557▲ $17,013
Net Assets With Donor Restrictions$25,051$25,051→ $0
Total Net Assets Fund Balance$143,595$160,608▲ $17,013
Total Liabilities and Net Assets / Fund Balance$144,500$161,546▲ $17,046

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,164$61,306$67,470
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$42,351
Program Service Revenue
$0
Investment Income
$4,986
Other Revenue
$67,093
All Other Contributions
$42,351
Change in Net Assets
$17,013
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$47,814
Grants and Similar Amounts Paid$27,345
Other Expenses$21,655
Total Fundraising Expense$4,727
Professional Fundraising Fees$603

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$33,392$8,377$2,647$44,416
Grants to Domestic Individuals$27,345--$27,345
Occupancy$4,754$950$75$5,779
Insurance$5,499--$5,499
Payroll Taxes$2,555$641$202$3,398
Office Expenses$1,424$717-$2,141
Fees for Services Accounting-$1,825-$1,825
Fees for Services Professional Fundraising--$603$603
Other Expenses$1,382$359$1,200$359
Total Functional Expenses$76,978$15,712$4,727$97,417
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$79,064
Fundraising Direct Expenses$11,971
Professional Fundraising Fees$603

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dishes 4 Wishes$28,717$28,717$1,295$27,422
Fall Festival$23,670$23,670$5,138$18,532
Total Events$66,971$66,971$9,394$57,577
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$938
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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, Page 6, Part VI, Line 11B

Form 990 is shared with the board after completion

Form 990, Page 6, Part VI, Line 12C

Each board member signs annual conflict of interest agreement. And before each major vote, members are asked if they have any conflicts.

Form 990, Page 6, Part VI, Line 15A

The board reviewed information obtained from other wish granting organizations and local non-profits of similar size to decide on compensation for the executive director. Officers and other board members are not compensated.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Granted Inc
EIN
31-1154659
Phone
8124259474
Address
4445 COMMERCE STREET SUITE 108, EVANSVILLE, IN 47710

Signing Officer

Name
Teri Barnes
Title
President
Phone
8124259474
Signed
2020-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Teri Barnes
Formed
1985
Legal Domicile
In
Voting Board Members
17
Independent Board Members
17
Employees
1
Volunteers
85

Preparer

Firm
Vowells & Schaaf Llp
Address
PO BOX 119, EVANSVILLE, IN 47701-0119
Preparer
Thomas P Record CPA
Phone
8124214165
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt046202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt037749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0222856
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05203
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05062
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03130
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04151
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05191
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt022737
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0255010
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43070
IRS990ScheduleA/PublicSupportPY170Pct00.40470
IRS990ScheduleA/PublicSupportTotal170Amt0105765
IRS990ScheduleA/SubstantialContributorsTotAmt0117091
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt042351
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt066516
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt030038
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt046202
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt037749
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0222856
IRS990ScheduleA/TotalSupportAmt0245593
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/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06164
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt061306
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt067470
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0938
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06164
IRS990ScheduleD/TotalLiabilityAmt0938
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09394
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DISHES 4 WISHES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028717
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt023670
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014584
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066971
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028717
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt023670
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014584
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt066971
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt057577
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02961
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09394
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01295
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05138
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt027345
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0DIRECT WISH COSTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0COST
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FOLLOWS THE CRITERIA FOR EACH GRANT, KEEPING TRACK OF EXPENSES,UPDATING GRANTOR WITH PROGRESS REPORTS, AND FINANCIAL REPORTING AS NEEDED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS SHARED WITH THE BOARD AFTER COMPLETION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD MEMBER SIGNS ANNUAL CONFLICT OF INTEREST AGREEMENT. AND BEFORE EACH MAJOR VOTE, MEMBERS ARE ASKED IF THEY HAVE ANY CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWED INFORMATION OBTAINED FROM OTHER WISH GRANTING ORGANIZATIONS AND LOCAL NON-PROFITS OF SIMILAR SIZE TO DECIDE ON COMPENSATION FOR THE EXECUTIVE DIRECTOR. OFFICERS AND OTHER BOARD MEMBERS ARE NOT COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0144500
IRS990/TotalAssetsEOYAmt0161546
IRS990/TotalAssetsGrp/BOYAmt0144500
IRS990/TotalAssetsGrp/EOYAmt0161546
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt042351
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04727
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015712
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt076978
IRS990/TotalFunctionalExpensesGrp/TotalAmt097417
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0905
IRS990/TotalLiabilitiesEOYAmt0938
IRS990/TotalLiabilitiesGrp/BOYAmt0905
IRS990/TotalLiabilitiesGrp/EOYAmt0938
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0143595
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0160608
IRS990/TotalProgramServiceExpensesAmt076978
IRS990/TotalRevenueGrp/ExclusionAmt04986

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