Civic Intelligence

Soaring Spirits International

990 • Fiscal year 2017 • EIN 38-3787893

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

2828 Cochran StSimi Valley, CA 93065

(877) 671-4071

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.77x

Higher debt load relative to assets than 92% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.12x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

33rd percentile

-3.1%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

95th percentile

$61,917

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

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

Asset Growth

15th percentile

-30%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

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

Assets

Down

$68,465

Down $29,349 (-30%) from 2016

Net Assets

Down

$15,885

Down $12,398 (-44%) from 2016

Liabilities

Down

$52,580

Down $16,951 (-24%) from 2016

Revenue

Up

$425,503

Up $82,412 (+24%) from 2016

Expenses

Up

$438,901

Up $90,931 (+26%) from 2016

Net Income

Down

-$13,398

Down $8,519 (-175%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$200K$0-$200K-$400KAssets 2011: $6,892Liabilities 2011: $22,7082011Assets 2012: $29,238Liabilities 2012: $29,091Net Assets 2012: $1472012Assets 2013: $64,706Liabilities 2013: $21,337Net Assets 2013: $43,3692013Assets 2014: $118,429Liabilities 2014: $43,004Net Assets 2014: $75,4252014Assets 2015: $72,903Liabilities 2015: $38,519Net Assets 2015: $34,3842015Assets 2016: $97,814Liabilities 2016: $69,531Net Assets 2016: $28,2832016Assets 2017: $68,465Liabilities 2017: $52,580Net Assets 2017: $15,8852017Assets 2018: $102,763Liabilities 2018: $60,293Net Assets 2018: $42,4702018Assets 2019: $118,471Liabilities 2019: $102,724Net Assets 2019: $15,7472019Assets 2020: $106,801Liabilities 2020: $54,081Net Assets 2020: $52,7202020Assets 2021: $146,047Liabilities 2021: $218,054Net Assets 2021: -$72,0072021Assets 2022: $160,063Liabilities 2022: $108,643Net Assets 2022: $51,4202022Assets 2023: $83,159Liabilities 2023: $158,654Net Assets 2023: -$75,4952023Assets 2024: $69,983Liabilities 2024: $359,243Net Assets 2024: -$289,2602024

Highlighted filing

2017

Assets$68,465
Liabilities$52,580
Net Assets$15,885

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $100,091Expenses 2011: $124,318Net Income 2011: -$24,2272011Revenue 2012: $212,382Expenses 2012: $196,942Net Income 2012: $15,4402012Revenue 2013: $245,575Expenses 2013: $202,479Net Income 2013: $43,0962013Revenue 2014: $322,229Expenses 2014: $258,970Net Income 2014: $63,2592014Revenue 2015: $312,855Expenses 2015: $352,530Net Income 2015: -$39,6752015Revenue 2016: $343,091Expenses 2016: $347,970Net Income 2016: -$4,8792016Revenue 2017: $425,503Expenses 2017: $438,901Net Income 2017: -$13,3982017Revenue 2018: $539,509Expenses 2018: $512,924Net Income 2018: $26,5852018Revenue 2019: $645,563Expenses 2019: $671,814Net Income 2019: -$26,2512019Revenue 2020: $549,275Expenses 2020: $512,437Net Income 2020: $36,8382020Revenue 2021: $475,717Expenses 2021: $599,812Net Income 2021: -$124,0952021Revenue 2022: $1,056,830Expenses 2022: $942,108Net Income 2022: $114,7222022Revenue 2023: $1,227,350Expenses 2023: $1,279,521Net Income 2023: -$52,1712023Revenue 2024: $1,236,420Expenses 2024: $1,450,185Net Income 2024: -$213,7652024

Highlighted filing

2017

Revenue$425,503
Expenses$438,901
Net Income-$13,398
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$442,621
Mission and Program Overview

Mission

Provide grief support network for widowed people

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$51,327$28,664▼ $22,663
Land, Buildings, and Equipment, Net$24,493$16,567▼ $7,926
Rtn Earn Endowment Incm Other Fnds$27,783$15,385▼ $12,398
Inventories for Sale or Use$10,973$10,725▼ $248
Prepaid Expenses and Deferred Charges$10,021$10,039▲ $18
Savings and Temporary Cash Investments$1,001$2,470▲ $1,469
Cap Stk Tr Prin Current Funds$500$500→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$97,815$68,465▼ $29,350
Other Assets Total-$0-
Liabilities
Deferred Revenue$21,949$47,116▲ $25,167
Accounts Payable and Accrued Expenses$47,582$5,464▼ $42,118
Other Liabilities$1--
Total Liabilities$69,532$52,580▼ $16,952
Net Assets / Fund Balance
Total Net Assets Fund Balance$28,283$15,885▼ $12,398
Total Liabilities and Net Assets / Fund Balance$97,815$68,465▼ $29,350

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,567$24,506$41,073
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Michele Neff HernandezExecutive DirectorFT$61,917$61,917

Board Members and Trustees

NameTitle
Arnie RoelandDirector
Barbara FrovaDirector
Carl DahlbergDirector
Deb HollerDirector
Debi RooneyDirector
Greg RomanDirector
Janine EggersDirector
Michelle DippelDirector
Tembi LockeDirector
Terry MarvinSecretary
John TolsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$214,389
Program Service Revenue
$211,326
Investment Income
$0
Other Revenue
$-212
All Other Contributions
$178,980
Change in Net Assets
$-13,398
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$366,732
Salaries, Compensation, and Employee Benefits$67,731
Total Fundraising Expense$14,238
Grants and Similar Amounts Paid$4,438
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$254,268--$254,268
Current Officers, Directors, Trustees, and Key Employees$46,438$9,479$6,000$61,917
Office Expenses$24,902$4,981$3,320$33,203
Travel$14,965$2,994$1,995$19,954
Occupancy$7,200$7,200-$14,400
Information Technology$5,975$1,195$796$7,966
Depreciation Depletion$7,694$232-$7,926
Fees for Services Accounting$5,720$1,430-$7,150
Payroll Taxes$4,361$873$580$5,814
Grants to Domestic Individuals$4,438--$4,438
Advertising$2,648--$2,648
Insurance$759$1,813-$2,572
Other Expenses$1,140$30$694$1,170
Total Functional Expenses$392,114$32,549$14,238$438,901
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Canova CorporationPRESIDENT'S CORPDonated Office SpaceNo$14,400
Seymour AssociatesFormer TreasurerAccounting FeesNo$7,150
Terry MarvinBoard SecretaryPublic RelationsNo$1,100

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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 VI, Line 11B: Form 990 Review Process

The treasurer, or treasurer designee, prepares, reviews and files the form 990. After the tax return is filed, an audit or review of the books will be completed by an independent cpa. The audit will include a review of the tax return.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All documents are available at the main office upon request.

Filing and Contact Details

Filer

Filer Name
Soaring Spirits International Inc
EIN
38-3787893
Phone
8776714071
Address
2828 COCHRAN ST, SIMI VALLEY, CA 93065

Signing Officer

Name
Michele Neff Hernandez
Title
Executive Director
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michele Neff Hernandez
Formed
2008
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
1
Volunteers
35

Preparer

Firm
Bernstein Financial Svcs Inc
Address
7120 Hayvenhurst Ave Ste 316, Van Nuys, CA 91406
Preparer
Nancy Ward
Phone
8189978622
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

Adj for prior year books vs tax return = $1000

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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/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt035409
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0PROVIDE GRIEF SUPPORT NETWORK FOR WIDOWED PEOPLE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt028283
IRS990/NetAssetsOrFundBalancesEOYAmt015885
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-212
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-212
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoncashContributionsAmt014400
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt07200
IRS990/OccupancyGrp/ProgramServicesAmt07200
IRS990/OccupancyGrp/TotalAmt014400
IRS990/OfficeExpensesGrp/FundraisingAmt03320
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04981
IRS990/OfficeExpensesGrp/ProgramServicesAmt024902
IRS990/OfficeExpensesGrp/TotalAmt033203
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt01000
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Postage and Shipping
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2TAXES
IRS990/OtherExpensesGrp/FundraisingAmt0853
IRS990/OtherExpensesGrp/FundraisingAmt1694
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01280
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11042
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt230
IRS990/OtherExpensesGrp/ProgramServicesAmt06398
IRS990/OtherExpensesGrp/ProgramServicesAmt15208
IRS990/OtherExpensesGrp/ProgramServicesAmt21140
IRS990/OtherExpensesGrp/TotalAmt08531
IRS990/OtherExpensesGrp/TotalAmt16944
IRS990/OtherExpensesGrp/TotalAmt21170
IRS990/OtherLiabilitiesGrp/BOYAmt01
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0580
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0873
IRS990/PayrollTaxesGrp/ProgramServicesAmt04361
IRS990/PayrollTaxesGrp/TotalAmt05814
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010021
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010039
IRS990/PrincipalOfficerNm0MICHELE NEFF HERNANDEZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCES FOR WIDOWED
IRS990/ProgramServiceRevenueGrp/Desc1GALANTINE
IRS990/ProgramServiceRevenueGrp/Desc2MEMORIAL BIKE RIDE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0179688
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13900
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt227738
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0179688
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt227738
IRS990/ProgSrvcAccomActy2Grp/Desc0SPONSORED MEMORIAL BIKE RIDE TO HONOR BICYCLISTS AND TO BRING AWARENESS TO SAFE CYCLING IN "SHARE THE ROAD" EVENT
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010185
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt027738
IRS990/ProgSrvcAccomActy3Grp/Desc0SPONSORED VALENTINE EVENT FOR SUPPORT OF WIDOWED PEOPLE
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0416
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt03900
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0138128
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01911
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0278994
IRS990/PYOtherRevenueAmt010013
IRS990/PYProgramServiceRevenueAmt0194950
IRS990/PYRevenuesLessExpensesAmt0-4878
IRS990/PYSalariesCompEmpBnftPaidAmt067064
IRS990/PYTotalExpensesAmt0347969
IRS990/PYTotalRevenueAmt0343091
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-13398
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0179688
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt027783
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt015385
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01001
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02470
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0214389
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0138128
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0104839
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0113890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0111187
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0682433
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0228232
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0203606
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0223219
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0226024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0145584
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01026665
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01709098
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0442621
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0341734
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0328058
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0339914
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0256771
IRS990ScheduleA/Total509Grp/TotalAmt01709098
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0442621

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.36$0.29$1.24$1.45$0.21
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.16$0.08$1.23$1.28$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.11$0.05$1.06$0.94$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.15$0.22$0.07$0.48$0.60$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.11$0.05$0.05$0.55$0.51$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.10$0.02$0.65$0.67$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.06$0.04$0.54$0.51$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.05$0.02$0.43$0.44$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.10$0.07$0.03$0.34$0.35$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.04$0.03$0.31$0.35$0.04
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.04$0.08$0.32$0.26$0.06
2013Summary only. Only limited summary data is available for this year.$0.06$0.02$0.04$0.25$0.20$0.04
2012Summary only. Only limited summary data is available for this year.$0.03$0.03$0.00$0.21$0.20$0.02
2011Summary only. Only limited summary data is available for this year.$0.01$0.02$0.10$0.12$0.02