Civic Intelligence

Transferring Financial Success

EIN 45-2524199 • 501(c)3

PO Box 598198509-5981
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2011

Net Margin

57th percentile

5.2%

Higher net margin than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Balance Sheet
Liabilities / Assets60th percentile

Assets

$100

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$100

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin57th percentile

Revenue

$1,926

No earlier filing loaded for comparison.

Expenses

$1,826

No earlier filing loaded for comparison.

Net Income

$100

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100$50$0Assets 2011: $100Liabilities 2011: $0Net Assets 2011: $1002011

Highlighted filing

2011

Assets$100
Liabilities$0
Net Assets$100
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0K$1.5K$1.0K$500$0Revenue 2011: $1,926Expenses 2011: $1,826Net Income 2011: $1002011

Highlighted filing

2011

Revenue$1,926
Expenses$1,826
Net Income$100
Open 2011 Filing

Filings

Most recent year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$100
Liabilities
$0
Net assets
$100
Revenue
$1,926
Expenses
$1,826
Net income
$100
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$100$0$100$1,926$1,826$100
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 14, 2012
Return Version
2011v1.2
Filing and Contact Details

Filer

EIN
45-2524199
Raw XML Appendix201 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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IRS990EZ/DidOrgFileForm1120POLThisYear00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition30.50
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Jeffery Shaw
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Sherman Brown
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Maxine Franklin
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Angela Martin
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Sharon Shaw
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5DuBois McDavis
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Chair
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Executive Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Administration Secretary
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal01500
IRS990EZ/OtherRevenueTotal00
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Teaching financial literacy.
IRS990EZ/PrintingPublicationsPostage0326
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TFS completed our filing for incorporation and license fees. TFS did not request any funding or conduct services programs for 2011. We wanting to wait on the tax exempt approval from causing any issues with donors, supporters, and volunteer.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses01826
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IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0985095981
IRS990EZ/TheBooksAreInCareOf/NamePerson0Sharon Shaw
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber03604891025
IRS990EZ/TotalAssets/BOY00
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IRS990EZ/TotalExpenses01826
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IRS990EZ/TransactionWithControlEntity00
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IRS990EZ/WebSite0www.transferringfinancialsuccess.org
IRS990ScheduleA/AmountsSubstContributorsTotal01928
IRS990ScheduleA/First5Years1700X
IRS990ScheduleA/GeneralExplanation0Part II, Section, 1, 2and 3: Transferring Financial Success did not want to request additional gifts, grants, and contributions outside of the directors until Form 1023 was approval and the tax-exempt letter was receive from the IRS. Received tax-exempt approval letter in Jan 2012.
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IRS990ScheduleO/GeneralExplanation/Explanation0Transferring Financial Success did not want to request additional gifts, grants, and contributions outside of the directors until Form 1023 is approve and the tax-exempt letter was receive from the IRS. Received tax-exempt approval letter in January 2012.
IRS990ScheduleO/GeneralExplanation/Explanation1These expenses were for website development, mail box fees, and incorporation start up fees.
IRS990ScheduleO/GeneralExplanation/Explanation2Dubois McDavis resigned as the administrative secretary due to prior obligations.
IRS990ScheduleO/GeneralExplanation/Identifier0F99Z_P01_S00_L01
IRS990ScheduleO/GeneralExplanation/Identifier1F99Z_P01_S00_L16
IRS990ScheduleO/GeneralExplanation/Identifier2F99Z_P05_S00_L34
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990-EZ, Part I, Line 1
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990-EZ, Part V, Line 34
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0452524199
ReturnHeader/Filer/Name/BusinessNameLine10TRANSFERRING FINANCIAL SUCCESS
ReturnHeader/Filer/NameControl0TRAN
ReturnHeader/Filer/Phone03604891025
ReturnHeader/Filer/USAddress/AddressLine10PO Box 5981
ReturnHeader/Filer/USAddress/City0Lacey
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode0985095981
ReturnHeader/Officer/DateSigned02012-05-14
ReturnHeader/Officer/Name0Jeffery Shaw
ReturnHeader/Officer/Phone03604891025
ReturnHeader/Officer/Title0Director
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-15T01:19:04-07:00

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