Civic Intelligence

Granted Inc.

990 • Fiscal year 2022 • EIN 31-1154659

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 11, 2023

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

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

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

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

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

Net Margin

87th percentile

43%

Higher net margin than 87% 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

90th percentile

70%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

88th percentile

100%

Faster revenue growth than 88% of similar nonprofits.

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

Assets

Up

$508,788

Up $209,640 (+70%) from 2021

Net Assets

Up

$505,955

Up $208,860 (+70%) from 2021

Liabilities

Up

$2,833

Up $780 (+38%) from 2021

Revenue

Up

$487,006

Up $243,309 (+100%) from 2021

Expenses

Up

$278,146

Up $123,938 (+80%) from 2021

Net Income

Up

$208,860

Up $119,371 (+133%) from 2021

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

2022

Assets$508,788
Liabilities$2,833
Net Assets$505,955

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

2022

Revenue$487,006
Expenses$278,146
Net Income$208,860
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 11, 2023
Return Version
2022v5.0
Gross Receipts
$623,732
Mission and Program Overview

Mission

Support terminally ill children

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$137,035$188,165▲ $51,130
Cash and Non-Interest-Bearing Accounts$114,015$182,073▲ $68,058
Savings and Temporary Cash Investments$41,934$132,386▲ $90,452
Land, Buildings, and Equipment, Net$6,164$6,164→ $0
Total Assets$299,148$508,788▲ $209,640
Liabilities
Other Liabilities$2,053$2,833▲ $780
Total Liabilities$2,053$2,833▲ $780
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$272,044$480,904▲ $208,860
Net Assets With Donor Restrictions$25,051$25,051→ $0
Total Net Assets Fund Balance$297,095$505,955▲ $208,860
Total Liabilities and Net Assets / Fund Balance$299,148$508,788▲ $209,640

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,164$75,792$81,956
Compensation and Service Providers

Board Members and Trustees

NameTitle
Teri BarnesPresident
Angela PhaupDirector
Brooke McateeDirector
Carolyn PfaffmannDirector
Catie TaylorDirector
Craig KelleDirector
Dan DennisonDirector
Dana GublerDirector
Erik BryantDirector
Jeff PurdueDirector
Kathy ClodfelterDirector
Laura WoodsDirector
Lauren ThompsonDirector
Matt FolzDirector
Matt GentryDirector
Megan DiventiDirector
Taylor MerrissDirector
Grace BryantSecretary
Hector Rivera FuentesTreasurer
Corey EblenVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$175,150
Program Service Revenue
$0
Investment Income
$9,650
Other Revenue
$302,206
All Other Contributions
$175,150
Change in Net Assets
$208,860
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$99,953
Grants and Similar Amounts Paid$96,292
Other Expenses$79,906
Total Fundraising Expense$3,059
Professional Fundraising Fees$1,995

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$96,292--$96,292
Other Salaries and Wages$79,507$13,180-$92,687
Depreciation Depletion$29,000--$29,000
Office Expenses$9,715$4,137$470$14,322
Occupancy$8,980--$8,980
Payroll Taxes$5,318$1,948-$7,266
Insurance$6,265$249-$6,514
Fees for Services Other$2,243$1,240-$3,483
Conferences and Meetings$2,976--$2,976
Fees for Services Professional Fundraising--$1,995$1,995
Fees for Services Accounting$1,533$432-$1,965
Other Expenses$821$393$594$393
Total Functional Expenses$250,184$24,903$3,059$278,146
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$406,209
Fundraising Direct Expenses$104,003
Professional Fundraising Fees$1,995

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Over the Edge$266,557$266,557$73,152$193,405
Fall Festival$37,129$37,129$16,943$20,186
Total Events$406,209$406,209$103,846$302,363
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$2,833
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 2

Grace wempe erik bryant secretary spouses

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
2023-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Teri Barnes
Formed
1985
Legal Domicile
In
Voting Board Members
20
Independent Board Members
20
Employees
5
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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IRS990/OtherExpensesGrp/Desc3DUES, BOOKS, PUBLICATIONS
IRS990/OtherExpensesGrp/FundraisingAmt0594
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02766
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1558
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2393
IRS990/OtherExpensesGrp/ProgramServicesAmt05696
IRS990/OtherExpensesGrp/ProgramServicesAmt11838
IRS990/OtherExpensesGrp/ProgramServicesAmt2821
IRS990/OtherExpensesGrp/TotalAmt09056
IRS990/OtherExpensesGrp/TotalAmt12396
IRS990/OtherExpensesGrp/TotalAmt2821
IRS990/OtherExpensesGrp/TotalAmt3393
IRS990/OtherLiabilitiesGrp/BOYAmt02053
IRS990/OtherLiabilitiesGrp/EOYAmt02833
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013180
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt079507
IRS990/OtherSalariesAndWagesGrp/TotalAmt092687
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01948
IRS990/PayrollTaxesGrp/ProgramServicesAmt05318
IRS990/PayrollTaxesGrp/TotalAmt07266
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TERI BARNES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt084047
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt053470
IRS990/PYInvestmentIncomeAmt015394
IRS990/PYOtherExpensesAmt033387
IRS990/PYOtherRevenueAmt0144256
IRS990/PYRevenuesLessExpensesAmt089489
IRS990/PYSalariesCompEmpBnftPaidAmt062461
IRS990/PYTotalExpensesAmt0154208
IRS990/PYTotalProfFndrsngExpnsAmt04890
IRS990/PYTotalRevenueAmt0243697
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0208860
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt041934
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0132386
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0175150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt075062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034817
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt042351
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt066516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0393896
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04317
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04277
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05113
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05203
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05062
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt023972
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0503472
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.52260
IRS990ScheduleA/PublicSupportPY170Pct00.57760
IRS990ScheduleA/PublicSupportTotal170Amt0218395
IRS990ScheduleA/SubstantialContributorsTotAmt0175501
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0175150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt075062
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034817
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt042351
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt066516
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0393896
IRS990ScheduleA/TotalSupportAmt0417868
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/EquipmentGrp/BookValueAmt06164
IRS990ScheduleD/EquipmentGrp/DepreciationAmt075792
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt081956
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02833
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06164
IRS990ScheduleD/TotalLiabilityAmt02833
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0103846
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OVER THE EDGE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0266557
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt037129
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0102523
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0406209
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0266557
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt037129
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0102523
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0406209
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0302363
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013751
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0103846
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt073152
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt016943
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt067168
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt129124
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0DIRECT WISH COSTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1BEYOND THE WISH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt022
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt1300
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0COST
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1COST
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/ExplanationTxt0GRACE WEMPE ERIK BRYANT SECRETARY SPOUSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS SHARED WITH THE BOARD AFTER COMPLETION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH BOARD MEMBER SIGNS ANNUAL CONFLICT OF INTEREST AGREEMENT. AND BEFORE EACH MAJOR VOTE, MEMBERS ARE ASKED IF THEY HAVE ANY CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2

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