Civic Intelligence

Birthright of Spencer

EIN 31-1725739 • 501(c)3 • Spencer, IA

Profile

Committed to providing confidential, non-judgmental support to any woman who is pregnant or thinks she might be pregnant, no matter her age, race, circumstances, religion, marital status or financial situation. Help with essentials such as pregnancy testing, medical, housing and counseling referrals as well as maternity and baby items.

PO Box 665Spencer, IA 51301

birthright.org/spencer

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

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

100th percentile

142%

Higher net margin than 100% 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

17th percentile

-12%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$517,691

Down $72,587 (-12%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$517,691

Down $72,587 (-12%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$43,617

Down $627,918 (-107%) from 2021

Expenses

Down

$18,296

Down $7,365 (-29%) from 2021

Net Income

Down

-$61,913

Down $620,553 (-111%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$600K$400K$200K$0Assets 2020: $28,990Liabilities 2020: $0Net Assets 2020: $28,9902020Assets 2021: $590,278Liabilities 2021: $0Net Assets 2021: $590,2782021Assets 2022: $517,691Liabilities 2022: $0Net Assets 2022: $517,6912022

Highlighted filing

2022

Assets$517,691
Liabilities$0
Net Assets$517,691
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2020: $12,813Expenses 2020: $4,964Net Income 2020: $7,8492020Revenue 2021: $584,301Expenses 2021: $25,661Net Income 2021: $558,6402021Revenue 2022: -$43,617Expenses 2022: $18,296Net Income 2022: -$61,9132022

Highlighted filing

2022

Revenue-$43,617
Expenses$18,296
Net Income-$61,913
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$517,691
Liabilities
$0
Net assets
$517,691
Revenue
-$43,617
Expenses
$18,296
Net income
-$61,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.44$0.18$0.62
2021Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$5.84$0.26$5.59
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.13$0.05$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 27, 2023
Return Version
2022v5.0
Gross Receipts
$511,971
Mission and Program Overview

Mission

Committed to providing confidential, non-judgmental support to any woman who is pregnant or thinks she might be pregnant, no matter her age, race, circumstances, religion, marital status or financial situation. Help with essentials such as pregnancy testing, medical, housing and counseling referrals as well as maternity and baby items.

Pregnancy Support

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$25,792$23,242▼ $2,550
Total Assets$590,278$517,691▼ $72,587
Other Assets Total$564,486$494,449▼ $70,037
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$590,278$517,691▼ $72,587
Total Net Assets Fund Balance$590,278$517,691▼ $72,587
Total Liabilities and Net Assets / Fund Balance$590,278$517,691▼ $72,587

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$494,449--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Bonnie KabrickPresident
Connee WoodsDirector
Judy TaylorDirector
Lou RileyDirector
Peter HartDirector
Rosie OsterbergDirector
William MullerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$7,028
Program Service Revenue
$5,915
Investment Income
$-56,560
Other Revenue
$0
All Other Contributions
$7,028
Change in Net Assets
$-61,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,060
Total Fundraising Expense$176
Salaries, Compensation, and Employee Benefits$140
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$3,317-$3,317
Occupancy$2,261--$2,261
Office Expenses$1,526--$1,526
Insurance-$911-$911
Advertising$558--$558
Fees for Services Accounting-$500-$500
Conferences and Meetings$344--$344
Other Expenses$203--$203
Interest--$176$176
Other Employee Benefits-$140-$140
Benefits to Members$96--$96
Total Functional Expenses$13,252$4,868$176$18,296
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VIII, Line 3

“Composite 1099 from LPL Financial 95-2834236 1099-DIV Box 1a 4064.25 Box 1b 1075.69 Box 5 34.09 1099-INT Box 1 267.76 1099-B Gross Proceeds 494606.37 Cost Basis 555587.45 Reported Short Term GainLoss Box C 60981.08 Account Summary Charles Schwab Interest Earned 38.37 Accrued Interest Paid 196.02”

Filing and Contact Details

Filer

Filer Name
Birthright of Spencer
EIN
31-1725739
Phone
7122628271
Address
PO Box 665, Spencer, IA 51301

Signing Officer

Name
Bonnie Kabrick
Title
President
Phone
7122628271
Signed
2023-05-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bonnie Kabrick
Formed
1983
Legal Domicile
Ia
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Heying Endeavors LLC
Address
112 West 8th Street, Spencer, IA 51301
Preparer
Alana Heying CPA
Phone
7125803202
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Income Taxes Paid”

Raw XML Appendix361 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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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0590278
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0517691
IRS990/TotalProgramServiceExpensesAmt013252
IRS990/TotalProgramServiceRevenueAmt05915
IRS990/TotalRevenueGrp/ExclusionAmt04420
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-43617
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0590278
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0517691
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 665
IRS990/USAddress/CityNm0Spencer
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd051301
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0https://birthright.org/spencer
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bonnie Kabrick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07122628271
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Birthright of Spencer
ReturnHeader/Filer/BusinessNameControlTxt0BIRT
ReturnHeader/Filer/EIN0311725739
ReturnHeader/Filer/PhoneNum07122628271
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 665
ReturnHeader/Filer/USAddress/CityNm0Spencer
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271506416
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Heying Endeavors LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0112 West 8th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spencer
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051301
ReturnHeader/PreparerPersonGrp/PhoneNum07125803202
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alana Heying CPA
ReturnHeader/ReturnTs02023-08-01T09:04:34-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bonnie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kabrick
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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