Civic Intelligence

Traveling Stories

EIN 32-0298884 • 501(c)3 • National City, CA

Profile

Traveling Stories empowers children to achieve their dreams by providing access to literacy support and mentorship.

Refreshing map…

1240 E Plaza Blvd Ste 604 STE 302National City, CA 91950-3664

travelingstories.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

6th percentile

-245%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-56%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$307,729

Down $63,979 (-17%) from 2021

Liabilities

Down

$1,904

Down $1,382 (-42%) from 2021

Net Assets

Down

$305,825

Down $62,597 (-17%) from 2021

Revenue

Down

$277,740

Down $50,746 (-15%) from 2021

Expenses

Down

$329,395

Down $76,951 (-19%) from 2021

Net Income

Up

-$51,655

Up $26,205 (+34%) from 2021

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2017: $166,364Liabilities 2017: $784Net Assets 2017: $165,5802017Assets 2018: $84,548Liabilities 2018: $3,133Net Assets 2018: $81,4152018Assets 2019: $35,012Liabilities 2019: $5,836Net Assets 2019: $29,1762019Assets 2020: $497,887Liabilities 2020: $51,605Net Assets 2020: $446,2822020Assets 2021: $371,708Liabilities 2021: $3,286Net Assets 2021: $368,4222021Assets 2022: $307,729Liabilities 2022: $1,904Net Assets 2022: $305,8252022

Highlighted filing

2022

Assets$307,729
Liabilities$1,904
Net Assets$305,825

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2017: $214,659Expenses 2017: $184,989Net Income 2017: $29,6702017Revenue 2018: $297,500Expenses 2018: $311,191Net Income 2018: -$13,6912018Revenue 2019: $396,953Expenses 2019: $450,490Net Income 2019: -$53,5372019Revenue 2020: $719,683Expenses 2020: $303,512Net Income 2020: $416,1712020Revenue 2021: $328,486Expenses 2021: $406,346Net Income 2021: -$77,8602021Revenue 2022: $277,740Expenses 2022: $329,395Net Income 2022: -$51,6552022

Highlighted filing

2022

Revenue$277,740
Expenses$329,395
Net Income-$51,655

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 25, 2023
Return Version
2022v5.0
Gross Receipts
$277,757
Mission and Program Overview

Mission

Traveling Stories empowers children to achieve their dreams by providing access to literacy support and mentorship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$201,694$170,338▼ $31,356
Cash and Non-Interest-Bearing Accounts$140,678$131,143▼ $9,535
Savings and Temporary Cash Investments$25,024--
Prepaid Expenses and Deferred Charges-$4,195-
Land, Buildings, and Equipment, Net$3,312$2,053▼ $1,259
Accounts Receivable$1,000--
Total Assets$371,708$307,729▼ $63,979
Liabilities
Accounts Payable and Accrued Expenses$3,286$1,904▼ $1,382
Total Liabilities$3,286$1,904▼ $1,382
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$368,422$305,825▼ $62,597
Total Net Assets Fund Balance$368,422$305,825▼ $62,597
Total Liabilities and Net Assets / Fund Balance$371,708$307,729▼ $63,979

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,053$4,240-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Janessa NedneyDirector
Jennifer AbmaDirector
Katie GriswoldDirector
Emily MoberlyCEO & Founder
Rebekah CahalinPres
Sarah SternbergSecretary
Cara MorrisonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$242,196
Program Service Revenue
$31,956
Investment Income
$3,588
Other Revenue
$0
Change in Net Assets
$-51,655
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$206,235
Other Expenses$123,160
Total Fundraising Expense$31,956
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$145,973$18,169$13,890$178,032
All Other Expenses$32,729$2,161$1,118$36,008
Fees for Services Other$23,585$699$1,109$25,393
Occupancy$12,988$1,528$1,528$16,044
Payroll Taxes$11,934$1,697$1,357$14,988
Other Employee Benefits$8,177$2,265$2,773$13,215
Travel$3,661$960$960$5,581
Fees for Services Accounting$2,580$1,720-$4,300
Insurance$2,843$1,266-$4,109
Advertising$354$135$2,863$3,352
Office Expenses$1,442$759$75$2,276
Other Expenses$888$296$296$1,480
Fees for Services Legal$484$483$483$1,450
Depreciation Depletion$1,259--$1,259
Conferences and Meetings$275$270$451$996
Total Functional Expenses$264,676$32,763$31,956$329,395
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
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
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 governing body review Part VI line 11

990 will be distributed electronically to all Board Members for review and comment.

Conflict of interest policy compliance Part VI line 12C

The Board of Directors has adopted a Conflict of Interest Policy

CEO executive director top management comp Part VI line 15A

Utilitizies studies prepared by local agencies or comparable organizations.

Other officer or key employee compensation Part VI line 15B

Utilized local studies and surveys of comparable organizations.

Governing documents etc available to public Part VI line 19

Governing documents are available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
Traveling Stories
EIN
32-0298884
Address
1240 E Plaza Blvd Ste 604 STE 302, National City, CA 91950-3664

Signing Officer

Name
Emily Moberly
Title
CEO & Founder
Phone
6199195115
Signed
2023-07-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Emily Moberly
Formed
2009
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
11

Preparer

Firm
Online Bookkeeping
Address
5198 Arlington Ave Ste 342, Riverside, CA 92504
Preparer
Michael Lanier
Phone
8585692425
Supplemental Narrative

Additional Explanations

Cessation of or significant change to any program service Part III line 3

Programing is now delivered virtually rather than in person.

List of other fees for services expenses Part IX line 11G

Volunteer hours and donated services Consulting fees (see Overflow Statement)

List of other expenses Part IX line 24E

Other expenses (see Overflow Statement)

Part III response or note to any other line in Part III

2021 Updates/highlights: We hired an AmeriCorps VIP fellow to increase capacity of our volunteer program We continued to have all staff work remotely (No office space. We conducted 5 Virtual StoryTent pilot programs and matched 158 students with mentors for weekly reading sessions. We created new volunteer positions to help increase the capacity of the Virtual StoryTent program. We did not conduct any in-person StoryTent programs and chose to invest resources into improving and growing the Virtual StoryTent program model instead.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 will be distributed electronically to all Board Members for review and comment.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Directors has adopted a Conflict of Interest Policy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Utilitizies studies prepared by local agencies or comparable organizations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Utilized local studies and surveys of comparable organizations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Governing documents are available to the public upon written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Programing is now delivered virtually rather than in person.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Volunteer hours and donated services Consulting fees (see Overflow Statement)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other expenses (see Overflow Statement)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt82021 Updates/highlights: We hired an AmeriCorps VIP fellow to increase capacity of our volunteer program We continued to have all staff work remotely (No office space. We conducted 5 Virtual StoryTent pilot programs and matched 158 students with mentors for weekly reading sessions. We created new volunteer positions to help increase the capacity of the Virtual StoryTent program. We did not conduct any in-person StoryTent programs and chose to invest resources into improving and growing the Virtual StoryTent program model instead.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Cessation of or significant change to any program service Part III line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7List of other expenses Part IX line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part III response or note to any other line in Part III
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