Civic Intelligence

Helping Others More Efficiently Inc.

990EZ • Fiscal year 2017 • EIN 33-0881071

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

59th percentile

7.6%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-53%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$187,774

Up $13,319 (+7.6%) from 2016

Net Assets

Up

$187,774

Up $13,319 (+7.6%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$4,823

Down $5,383 (-53%) from 2016

Expenses

Up

$6,090

Up $1,917 (+46%) from 2016

Net Income

Down

-$1,267

Down $7,300 (-121%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$187,774
Liabilities-
Net Assets$187,774

Operations Trend

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

2017

Revenue$4,823
Expenses$6,090
Net Income-$1,267
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.3
Gross Receipts
$4,823
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 HARDSHIP-$6,090
PROVIDE FINANCIAL ASSISTANCE TO LOW INCOME WORKING FAMILIES WHO ARE SUFFERING SHORT TERM FINANCIAL HARDSHIPS--
Compensation and Service Providers

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
EIN
33-0881071
Phone
7606707062
Address
108 CHESAPEAKE COURT, SAN MARCOS, CA 92069-1760

Signing Officer

Name
Kelly Crews
Title
President
Phone
7606707062
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Peck Barr & Associates Cpas Apc
Address
613 W VALLEY PKWY STE 305, ESCONDIDO, CA 92025-2564
Preparer
Scott Peck
Phone
7604662000
Supplemental Narrative

Additional Explanations

Form 990-ez

The 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.

Form 990-ez, Part I, Line 16

Expenses bank charges 1,898 donations 3,020 insurance 1,147 secretary of state filing 25 total 6,090

Form 990-ez, Part I, Line 20

Change in portfolio investments 14,586

Form 990-ez, Part II, Line 24

Organizational costs 2,190 2,190 total 2,190 2,190

Form 990-ez, Part III

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.

Form 990-ez, Part III, Line 31

Provide financial assistance to low income working families who are suffering short term hardship

Raw XML Appendix154 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KELLY 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/BOYAmt0172265
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0185584
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1267
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0174455
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0187774
IRS990EZ/GrossReceiptsAmt04823
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04823
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0174455
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0187774
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0174455
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0187774
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY CREWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT PECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DR DAVID GREB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02190
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02190
IRS990EZ/OtherChangesInNetAssetsAmt014586
IRS990EZ/OtherExpensesTotalAmt06090
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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/DescriptionProgramSrvcAccomTxt1PROVIDE FINANCIAL ASSISTANCE TO LOW INCOME WORKING FAMILIES WHO ARE SUFFERING SHORT TERM HARDSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06090
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06090
IRS990EZ/TotalProgramServiceExpensesAmt06090
IRS990EZ/TotalRevenueAmt04823
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06134
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06384
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04823
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04072
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04121
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03637
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02327
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt018980
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04823
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04823
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04823
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04072
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04121
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03637
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02327
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018980
IRS990ScheduleA/InvestmentIncomeCYPct00.63000
IRS990ScheduleA/InvestmentIncomePYPct00.68000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.37130
IRS990ScheduleA/PublicSupportPY509Pct00.32400
IRS990ScheduleA/PublicSupportTotal509Amt011207
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04823
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06134
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0250
IRS990ScheduleA/Total509Grp/TotalAmt011207
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09646
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt010206
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04121
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03637
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02577
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt030187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK CHARGES 1,898 DONATIONS 3,020 INSURANCE 1,147 SECRETARY OF STATE FILING 25 TOTAL 6,090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN PORTFOLIO INVESTMENTS 14,586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATIONAL COSTS 2,190 2,190 TOTAL 2,190 2,190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROVIDE FINANCIAL ASSISTANCE TO LOW INCOME WORKING FAMILIES WHO ARE SUFFERING SHORT TERM HARDSHIP
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY CREWS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07606707062
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELPING OTHERS MORE EFFICIENTLY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
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/FilingSecurityInformation/AtSubmissionCreationDeviceId077D71ED6ADEA0495973AF0BFF4723F6679972267
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02B8C93D922C4DF1CD5B09BFE3ACBC95D8EFE7CC5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:43:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271105817
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PECK BARR & ASSOCIATES CPAS APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0613 W VALLEY PKWY STE 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ESCONDIDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920252564
ReturnHeader/PreparerPersonGrp/PhoneNum07604662000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT PECK
ReturnHeader/ReturnTs02018-05-15T11:43:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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