Civic Intelligence

Sharing Fund a Philanthropic Organization

990 • Fiscal year 2018 • EIN 45-2779324

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

4579 Laclede Ave Suite 152St Louis, MO 63108

(314) 795-6696

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

75th percentile

24%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

63%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$183,693

Up $35,391 (+24%) from 2017

Net Assets

Up

$183,168

Up $61,496 (+51%) from 2017

Liabilities

Down

$525

Down $26,105 (-98%) from 2017

Revenue

Up

$198,188

Up $76,683 (+63%) from 2017

Expenses

Up

$136,692

Up $15,610 (+13%) from 2017

Net Income

Up

$61,496

Up $61,073 (+14438%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $48,124Liabilities 2011: $19,3942011Assets 2012: $72,872Liabilities 2012: $3,694Net Assets 2012: $69,1782012Assets 2013: $128,185Liabilities 2013: $28,470Net Assets 2013: $99,7152013Assets 2014: $101,234Liabilities 2014: $113Net Assets 2014: $101,1212014Assets 2015: $110,098Liabilities 2015: $16,873Net Assets 2015: $93,2252015Assets 2016: $121,249Liabilities 2016: $0Net Assets 2016: $121,2492016Assets 2017: $148,302Liabilities 2017: $26,630Net Assets 2017: $121,6722017Assets 2018: $183,693Liabilities 2018: $525Net Assets 2018: $183,1682018Assets 2019: $186,009Liabilities 2019: $0Net Assets 2019: $186,0092019Assets 2020: $5,457Liabilities 2020: $0Net Assets 2020: $5,4572020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2018

Assets$183,693
Liabilities$525
Net Assets$183,168

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $40,718Expenses 2011: $11,988Net Income 2011: $28,7302011Expenses 2012: $82,8112012Revenue 2013: $110,202Expenses 2013: $79,665Net Income 2013: $30,5372013Revenue 2014: $66,178Expenses 2014: $64,772Net Income 2014: $1,4062014Revenue 2015: $131,700Expenses 2015: $139,596Net Income 2015: -$7,8962015Revenue 2016: $149,200Expenses 2016: $121,176Net Income 2016: $28,0242016Revenue 2017: $121,505Expenses 2017: $121,082Net Income 2017: $4232017Revenue 2018: $198,188Expenses 2018: $136,692Net Income 2018: $61,4962018Revenue 2019: $143,965Expenses 2019: $141,124Net Income 2019: $2,8412019Revenue 2020: $13,075Expenses 2020: $193,627Net Income 2020: -$180,5522020Revenue 2021: $0Expenses 2021: $5,457Net Income 2021: -$5,4572021

Highlighted filing

2018

Revenue$198,188
Expenses$136,692
Net Income$61,496
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$273,437
Mission and Program Overview

Mission

To benefit, through fundraising events and other activities, selected community-based publicly-supported not-for-profit organizations that work to build strong communities in missouri.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$148,302$157,018▲ $8,716
Pledges and Grants Receivable$0$26,675▲ $26,675
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$148,302$183,693▲ $35,391
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$26,630$525▼ $26,105
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$26,630$525▼ $26,105
Net Assets / Fund Balance
Unrestricted Net Assets$121,672$183,168▲ $61,496
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$121,672$183,168▲ $61,496
Total Liabilities and Net Assets / Fund Balance$148,302$183,693▲ $35,391
Compensation and Service Providers

Board Members and Trustees

NameTitle
Travis BrownPresident
Nancy RiceSecretary
Debbie SchneiderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$198,188
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$61,496
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$122,500
Other Expenses$14,192
Total Fundraising Expense$3,798
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$122,500--$122,500
Other Expenses$3,798-$3,798$7,596
Fees for Services Accounting-$5,519-$5,519
Insurance-$1,077-$1,077
Total Functional Expenses$126,298$6,596$3,798$136,692
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Covenant House of MissouriSt Louis, MO501(c)(3)Charitable$61,250
The German St Vincent Orphan AssociationSt Louis, MO501(c)(3)Charitable$61,250
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$75,249
Fundraising Gross Income$75,249
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas Gala$273,437$75,249$42,701$32,548
Total Events$273,437$75,249$75,249-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION B, LINE 11:

Form 990 is discussed at the board meeting and questions are answered if needed. Approval by the board is then provided.

FORM 990, PART VI, SECTION B, LINE 12C:

The conflict of interest policy is reviewed with the directors annually. Following review, they are required to sign an acknowledgment that they have reviewed the policy and have no conflict of interest.

FORM 990, PART VI, SECTION C, LINE 19:

The organization makes its governing documents available to the public upon request.

SCHEDULE A, PART II, SECTION C, LINE 17A:

The Sharing Fund was established in 2011 and filed its first five returns as a 501(c)(3) organization from 2011 through 2015. From 2011 through 2018, one contributor made a large contribution in each year which caused the Organization to fall below the required percentage. This contributor is not on the Board of Directors of the Organization nor are they employed by the Organization. To increase its percentage of public support in 2019, the Organization plans to continue to conduct appeals to its donor base in addition to hosting its annual fundraising event. Additionally, the Organization is actively working to increase its donor base. The Organizations Board of Directors actively works with the Organization to assist in developing and maintaining a strong base of qualifying public support.

Filing and Contact Details

Filer

Filer Name
The Sharing Fund
EIN
45-2779324
In Care Of
% THE ORGANIZATION
Phone
3147956696
Address
4579 Laclede Ave Suite 152, St Louis, MO 63108

Signing Officer

Name
Travis Brown
Title
President
Phone
3147956696
Signed
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Travis Brown
Formed
2011
Legal Domicile
Mo
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
15

Preparer

Firm
Bdo USA Llp
Address
101 S HANLEY RD STE 800, ST LOUIS, MO 63105
Preparer
Marie N Carlie CPA
Phone
3148891100
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1 - DESCRIPTION OF ORGANIZATION'S MISSION:

To benefit, through fundraising events and other activities, selected community-based publicly-supported not-for-profit organizations that work to build strong communities in missouri.

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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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0121505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0149200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0131700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt099600
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0700193
IRS990ScheduleA/TotalSupportAmt0700193
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0198188
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0198188
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt075249
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt016274
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt016274
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHRISTMAS GALA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt016274
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt016274
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0273437
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0273437
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt075249
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt075249
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt042701
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt042701
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt061250
IRS990ScheduleI/RecipientTable/CashGrantAmt161250
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Charitable
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Charitable
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COVENANT HOUSE OF MISSOURI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE GERMAN ST VINCENT ORPHAN ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0431821599
IRS990ScheduleI/RecipientTable/RecipientEIN1430653319
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02727 N KINGSHIGHWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt17401 FLORISSANT ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ST LOUIS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ST LOUIS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd063113
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd163121
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CONTRIBUTES TO COMMUNITY-BASED PUBLICLY-SUPPORTED NOT-FOR-PROFIT ORGANIZATIONS THAT WORK TO BUILD STRONG COMMUNITIES IN MISSOURI.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Description of Procedure for Monitoring Use of Funds
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO BENEFIT, THROUGH FUNDRAISING EVENTS AND OTHER ACTIVITIES, SELECTED COMMUNITY-BASED PUBLICLY-SUPPORTED NOT-FOR-PROFIT ORGANIZATIONS THAT WORK TO BUILD STRONG COMMUNITIES IN MISSOURI.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is discussed at the board meeting and questions are answered if needed. Approval by the board is then provided.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The conflict of interest policy is reviewed with the directors annually. Following review, they are required to sign an acknowledgment that they have reviewed the policy and have no conflict of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its governing documents available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Sharing Fund was established in 2011 and filed its first five returns as a 501(c)(3) organization from 2011 through 2015. From 2011 through 2018, one contributor made a large contribution in each year which caused the Organization to fall below the required percentage. This contributor is not on the Board of Directors of the Organization nor are they employed by the Organization. To increase its percentage of public support in 2019, the Organization plans to continue to conduct appeals to its donor base in addition to hosting its annual fundraising event. Additionally, the Organization is actively working to increase its donor base. The Organizations Board of Directors actively works with the Organization to assist in developing and maintaining a strong base of qualifying public support.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1 - DESCRIPTION OF ORGANIZATION'S MISSION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4SCHEDULE A, PART II, SECTION C, LINE 17A:
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0148302
IRS990/TotalAssetsEOYAmt0183693
IRS990/TotalAssetsGrp/BOYAmt0148302
IRS990/TotalAssetsGrp/EOYAmt0183693
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0198188
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03798
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06596
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0126298
IRS990/TotalFunctionalExpensesGrp/TotalAmt0136692
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026630
IRS990/TotalLiabilitiesEOYAmt0525
IRS990/TotalLiabilitiesGrp/BOYAmt026630
IRS990/TotalLiabilitiesGrp/EOYAmt0525
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0121672
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0183168
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0126298
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0198188
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0148302
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0183693
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0121672
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0183168
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04579 Laclede Ave 152
IRS990/USAddress/CityNm0St Louis
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd063108
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.thesharingfund.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRAVIS BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03147956696
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13

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