Civic Intelligence

Helping Others More Efficiently Inc.

990EZ • Fiscal year 2014 • EIN 33-0881071

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 30, 2015

Organization ProfileN/A
108 Chesapeake CourtSan Marcos, CA 92069-1760

(760) 670-7062

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

47th percentile

0.4%

Faster asset growth than 47% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

83rd percentile

41%

Faster revenue growth than 83% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$146,008

Up $585 (+0.4%) from 2013

Net Assets

Up

$146,008

Up $585 (+0.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin73rd percentile

Revenue

Up

$3,637

Up $1,060 (+41%) from 2013

Expenses

Down

$3,052

Down $764 (-20%) from 2013

Net Income

Up

$585

Up $1,824 (+147%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$300K$200K$100K$0Assets 2011: $156,696Liabilities 2011: $0Net Assets 2011: $156,6962011Assets 2012: $146,662Liabilities 2012: $0Net Assets 2012: $146,6622012Assets 2013: $145,423Liabilities 2013: $0Net Assets 2013: $145,4232013Assets 2014: $146,008Liabilities 2014: $0Net Assets 2014: $146,0082014Assets 2015: $146,859Liabilities 2015: $0Net Assets 2015: $146,8592015Assets 2016: $174,455Net Assets 2016: $174,4552016Assets 2017: $187,774Net Assets 2017: $187,7742017Assets 2018: $169,064Net Assets 2018: $169,0642018Assets 2019: $186,599Net Assets 2019: $186,5992019Assets 2020: $202,831Net Assets 2020: $202,8312020Assets 2021: $201,263Net Assets 2021: $201,2632021Assets 2022: $205,992Net Assets 2022: $205,9922022Assets 2023: $205,806Net Assets 2023: $205,8062023Assets 2024: $212,678Net Assets 2024: $212,6782024

Highlighted filing

2014

Assets$146,008
Liabilities$0
Net Assets$146,008
Open 2014 Filing

Operations Trend

Revenue Growth83rd percentile

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

$20K$10K$0-$10K-$20KRevenue 2011: $110Expenses 2011: $16,144Net Income 2011: -$16,0342011Revenue 2012: -$7,004Expenses 2012: $3,030Net Income 2012: -$10,0342012Revenue 2013: $2,577Expenses 2013: $3,816Net Income 2013: -$1,2392013Revenue 2014: $3,637Expenses 2014: $3,052Net Income 2014: $5852014Revenue 2015: $4,124Expenses 2015: $3,273Net Income 2015: $8512015Revenue 2016: $10,206Expenses 2016: $4,173Net Income 2016: $6,0332016Revenue 2017: $4,823Expenses 2017: $6,090Net Income 2017: -$1,2672017Revenue 2018: $7,410Expenses 2018: $11,757Net Income 2018: -$4,3472018Revenue 2019: $4,953Expenses 2019: $2,220Net Income 2019: $2,7332019Revenue 2020: $19,301Expenses 2020: $3,069Net Income 2020: $16,2322020Revenue 2021: $5,941Expenses 2021: $7,519Net Income 2021: -$1,5782021Revenue 2022: $4,7292022Revenue 2023: $1,314Expenses 2023: $1,500Net Income 2023: -$1862023Revenue 2024: $8,375Expenses 2024: $1,503Net Income 2024: $6,8722024

Highlighted filing

2014

Revenue$3,637
Expenses$3,052
Net Income$585
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 30, 2015
Return Version
2014v5.0
Gross Receipts
$3,637
Mission and Program Overview

Mission

To provide assistance to those who have a job and are experiencing financial hardship, but are not eligible for governmental aid and are productive members of society.

Program Services

DescriptionGrantsExpenses
PROVIDE FINANCIAL ASSISTANCE TO LOW INCOME WORKING FAMILIES WHO ARE SUFFERING SHORT TERM FINANCIAL HARDSHIPS$0$0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY CREWSPresident-$0--
SCOTT PECKDirector-$0--
DR DAVID GREBDirector-$0--
Filing and Contact Details

Filer

Filer Name
Helping Others More Efficiently Inc
EIN
33-0881071
Phone
7606707062
Address
108 CHESAPEAKE COURT, SAN MARCOS, CA 92069-1760

Signing Officer

Name
Kelly Crews
Title
President
Phone
7606707062
Signed
2015-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Scott Peck CPA & Associates Apc
Address
300 W GRAND AVE SUITE 200, ESCONDIDO, CA 92025
Preparer
Scott Peck
Phone
7604662000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividends. Amount: 3,637.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: insurance. Amount: 1,247. Description: brokerage & bank fees. Amount: 1,805. Total to form 990-ez, line 16: 3,052.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: organization costs. Beg. Of year amount: 2,190. End of year amount: 2,190. Description: mutual funds. Beg. Of year amount: 141,007. End of year amount: 141,370.”

Raw XML Appendix149 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KELLY CREWS
IRS990EZ/BooksInCareOfDetail/PhoneNum07606707062
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0108 CHESAPEAKE COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN MARCOS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0920691760
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02226
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02448
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0585
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0145423
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0146008
IRS990EZ/GrossReceiptsAmt03637
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03637
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0145423
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0146008
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0145423
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0146008
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY CREWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT PECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DR DAVID GREB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0143197
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0143560
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03052
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ASSISTANCE TO THOSE WHO HAVE A JOB AND ARE EXPERIENCING FINANCIAL HARDSHIP, BUT ARE NOT ELIGIBLE FOR GOVERNMENTAL AID AND ARE PRODUCTIVE MEMBERS OF SOCIETY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FINANCIAL ASSISTANCE TO LOW INCOME WORKING FAMILIES WHO ARE SUFFERING SHORT TERM FINANCIAL HARDSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03052
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt03637
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0982
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02327
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0626
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02978
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05931
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02327
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0626
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02978
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05931
IRS990ScheduleA/InvestmentIncomeCYPct00.85790
IRS990ScheduleA/InvestmentIncomePYPct00.90260
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.14210
IRS990ScheduleA/PublicSupportPY509Pct00.09740
IRS990ScheduleA/PublicSupportTotal509Amt0982
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt032
IRS990ScheduleA/Total509Grp/TotalAmt0982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02577
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01326
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03010
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 3,637.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE. AMOUNT: 1,247. DESCRIPTION: BROKERAGE & BANK FEES. AMOUNT: 1,805. TOTAL TO FORM 990-EZ, LINE 16: 3,052.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ORGANIZATION COSTS. BEG. OF YEAR AMOUNT: 2,190. END OF YEAR AMOUNT: 2,190. DESCRIPTION: MUTUAL FUNDS. BEG. OF YEAR AMOUNT: 141,007. END OF YEAR AMOUNT: 141,370.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY CREWS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07606707062
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELPING OTHERS MORE EFFICIENTLY INC
ReturnHeader/Filer/BusinessNameControlTxt0HELP
ReturnHeader/Filer/EIN0330881071
ReturnHeader/Filer/PhoneNum07606707062
ReturnHeader/Filer/USAddress/AddressLine1Txt0108 CHESAPEAKE COURT
ReturnHeader/Filer/USAddress/CityNm0SAN MARCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0920691760
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271105817
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCOTT PECK CPA & ASSOCIATES APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 W GRAND AVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ESCONDIDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092025
ReturnHeader/PreparerPersonGrp/PhoneNum07604662000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT PECK
ReturnHeader/ReturnTs02015-07-01T12:39:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$146,008
Liabilities
$0
Net assets
$146,008
Revenue
$3,637
Expenses
$3,052
Net income
$585
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.13$2.13$0.08$0.02$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$2.06$0.01$0.02$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.06$2.06$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$2.01$0.06$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.03$2.03$0.19$0.03$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$1.87$0.05$0.02$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$1.69$0.07$0.12$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.88$1.88$0.05$0.06$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$1.74$0.10$0.04$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.04$0.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.04$0.03$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.03$0.04$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.00$1.47$0.07$0.03$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.00$1.57$0.00$0.16$0.16
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits