Civic Intelligence

The Birthday Party Project

990 • Fiscal year 2019 • EIN 45-4239630

Feb 01, 2018 to Jan 31, 2019 • Filed on May 31, 2019

2143 FarringtonDallas, TX 75207

(972) 380-4232

Siviq Scores

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

Liabilities / Assets

54th percentile

0.10x

Higher debt load relative to assets than 54% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

48th percentile

0.08x

Higher debt load relative to revenue than 48% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

63rd percentile

9.0%

Higher net margin than 63% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

64th percentile

$89,916

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

26%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$940,979

Up $97,138 (+12%) from 2018

Net Assets

Up

$844,310

Up $113,197 (+15%) from 2018

Liabilities

Down

$96,669

Down $16,059 (-14%) from 2018

Revenue

Up

$1,254,122

Up $257,078 (+26%) from 2018

Expenses

Up

$1,140,925

Up $89,520 (+8.5%) from 2018

Net Income

Up

$113,197

Up $167,558 (+308%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2013: $73,944Liabilities 2013: $02013Assets 2014: $259,933Liabilities 2014: $1,704Net Assets 2014: $258,2292014Assets 2015: $362,458Liabilities 2015: $54,257Net Assets 2015: $308,2012015Assets 2016: $612,972Liabilities 2016: $34,827Net Assets 2016: $578,1452016Assets 2017: $847,729Liabilities 2017: $62,255Net Assets 2017: $785,4742017Assets 2018: $843,841Liabilities 2018: $112,728Net Assets 2018: $731,1132018Assets 2019: $940,979Liabilities 2019: $96,669Net Assets 2019: $844,3102019Assets 2020: $1,161,792Liabilities 2020: $138,108Net Assets 2020: $1,023,6842020Assets 2021: $1,010,370Liabilities 2021: $116,241Net Assets 2021: $894,1292021Assets 2022: $1,320,857Liabilities 2022: $124,227Net Assets 2022: $1,196,6302022Assets 2023: $1,302,292Liabilities 2023: $222,681Net Assets 2023: $1,079,6112023Assets 2024: $1,203,351Liabilities 2024: $447,936Net Assets 2024: $755,4152024Assets 2025: $1,175,747Liabilities 2025: $374,623Net Assets 2025: $801,1242025

Highlighted filing

2019

Assets$940,979
Liabilities$96,669
Net Assets$844,310

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $98,740Expenses 2013: $24,796Net Income 2013: $73,9442013Revenue 2014: $343,323Expenses 2014: $171,038Net Income 2014: $172,2852014Revenue 2015: $473,565Expenses 2015: $423,593Net Income 2015: $49,9722015Revenue 2016: $807,269Expenses 2016: $553,825Net Income 2016: $253,4442016Revenue 2017: $1,109,666Expenses 2017: $902,337Net Income 2017: $207,3292017Revenue 2018: $997,044Expenses 2018: $1,051,405Net Income 2018: -$54,3612018Revenue 2019: $1,254,122Expenses 2019: $1,140,925Net Income 2019: $113,1972019Revenue 2020: $1,423,955Expenses 2020: $1,256,173Net Income 2020: $167,7822020Revenue 2021: $663,528Expenses 2021: $793,083Net Income 2021: -$129,5552021Revenue 2022: $1,198,199Expenses 2022: $895,698Net Income 2022: $302,5012022Revenue 2023: $1,153,158Expenses 2023: $1,270,177Net Income 2023: -$117,0192023Revenue 2024: $987,275Expenses 2024: $1,311,471Net Income 2024: -$324,1962024Revenue 2025: $1,435,744Expenses 2025: $1,390,035Net Income 2025: $45,7092025

Highlighted filing

2019

Revenue$1,254,122
Expenses$1,140,925
Net Income$113,197
Jump To
Filing Snapshot
Filing Period
Feb 1, 2018 to Jan 31, 2019
Signed
May 31, 2019
Return Version
2018v3.1
Gross Receipts
$1,674,453
Mission and Program Overview

Mission

The birthday party project hosts monthly birthday parties for children living in local homeless shelters with whom it has partnered.

The mission of the birthday party project is to bring joy to homeless children through the magic of birthdays.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$465,336$458,010▼ $7,326
Pledges and Grants Receivable$182,669$199,587▲ $16,918
Inventories for Sale or Use$56,272$138,853▲ $82,581
Savings and Temporary Cash Investments$81,723$100,677▲ $18,954
Land, Buildings, and Equipment, Net$43,337$28,295▼ $15,042
Prepaid Expenses and Deferred Charges$9,577$10,629▲ $1,052
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$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$843,841$940,979▲ $97,138
Other Assets Total$4,927$4,928▲ $1
Liabilities
Accounts Payable and Accrued Expenses$112,728$96,669▼ $16,059
Total Liabilities$112,728$96,669▼ $16,059
Net Assets / Fund Balance
Unrestricted Net Assets$731,113$796,325▲ $65,212
Temporarily Rstr Net Assets-$47,985-
Total Net Assets Fund Balance$731,113$844,310▲ $113,197
Total Liabilities and Net Assets / Fund Balance$843,841$940,979▲ $97,138

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$10,893$43,400$54,293
Equipment$17,361$31,690$49,051
Other Land Buildings$41$1,479$1,520
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Alyson Paige ChenaultCEOFT$89,916$89,916
KIMBERLY NIELSEN-from 518Director of Oper.FT$40,250$40,250

Board Members and Trustees

NameTitle
Seth KoschackChairman
Colin ChenaultDirector
Evan BoffDirector
Jessie DornakDirector
Misty TippenDirector
Patrick FloeckDirector
Ragan SpeerDirector
Tia ThomasDirector
Trae WatlingtonDirector
Wendi RylandDirector
Kelly MclendonSecretary
Doyle BunchTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,527,868
Program Service Revenue
$0
Investment Income
$85
Other Revenue
$-273,831
All Other Contributions
$855,511
Change in Net Assets
$113,197

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table115$201,454Fair Market Value (FMV)
Other Non Cash Contri Table10,695$93,792Fair Market Value (FMV)
Other Non Cash Contri Table1$91,773Fair Market Value (FMV)
Other Non Cash Contri Table2,189$50,385Fair Market Value (FMV)
Other Non Cash Contri Table1$40,000Fair Market Value (FMV)
Other Non Cash Contri Table1$1,500Fair Market Value (FMV)
Total Noncash Contributions13,002$478,904-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,254,122
Total Revenue per Audited Statements
$1,254,122
Total Revenue per Form 990
$1,254,122
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$757,396
Salaries, Compensation, and Employee Benefits$383,529
Total Fundraising Expense$88,556
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$166,780$1,580$56,758$225,118
Current Officers, Directors, Trustees, and Key Employees$100,108$17,042$13,017$130,167
Travel$77,781-$3,201$80,982
Occupancy$59,803$7,454$6,648$73,905
Fees for Services Other$10,204$42,510$3,402$56,116
Fees for Services Accounting-$28,669-$28,669
Payroll Taxes$18,669$8,222$1,353$28,244
Depreciation Depletion$17,360$4,340-$21,700
All Other Expenses-$10,438-$10,438
Insurance$4,411$4,411-$8,822
Other Expenses$8,724$2,063$321$8,724
Fees for Services Legal-$6,959-$6,959
Advertising$4,275$90-$4,365
Total Functional Expenses$918,369$134,000$88,556$1,140,925

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,140,925
Total Expenses per Audited Statements$1,140,925
Total Expenses per Form 990$1,140,925
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$420,331
Fundraising Gross Income$146,500
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
BIRTHDAY PARty$818,857$146,500$296,559$-150,059
Total Events$818,857$146,500$420,331$-273,831
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
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
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

The founder and ceo, paige chenault is married to a director, colin chenault.

Form 990, Part VI, Line 11B: Form 990 Review Process

The chairman of the board reviews the tax return and sends it to the board of directors for review and approval.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Upon or before hire, election, or appointment each employee and board member must provide a written disclosure of all direct or indirect financial interests that could potentially result in a conflict of interest. This written disclosure will be kept on file and will be updated annually and as needed. Employees and board members must disclose any interests in a proposed transaction or decision that may create a conflict of interest. After disclosure, the employee or board member will not be permitted to participate in the decision. Should there be any dispute as to whether a conflict of interest exists, the executive director shall determine whether a conflict of interest exists for an employee, and shall determine the appropriate response. The board of directors shall determine whether a conflict of interest exists for the executive director or a member of the board, and shall determine the appropriate response.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

All compensaton decisions are reviewed by the ceo, treasurer and board chairman. In the case of the ceo receiving compensation, the board chairman and treasurer request approval from the board of directors, excluding the ceo's husband from the vote.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Compensation for all employees is determined by majority vote of directors after determining comparable market rates.

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

All documents are made available to the public upon request.

Form 990, Part VIII Income From Fundraising Events

The net economic benefit from our annual Party is calculated as follows:Contributions from fundraising event reported on Part VIII, line 1c $ 672,357Gross income from fundraising event reported on Part VIII, line 8a 146,500Less: Direct costs of event reported on part VIII, Line 8b (420,331) Net economic benefit of fundraising event $ 398,526

Filing and Contact Details

Filer

Filer Name
The Birthday Party Project
EIN
45-4239630
Phone
9723804232
Address
2143 FARRINGTON, DALLAS, TX 75207

Signing Officer

Name
Alyson Paige Chenault
Title
CEO
Signed
2019-05-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alyson Paige Chenault
Formed
2012
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
7
Volunteers
1,700

Preparer

Firm
Sutton Frost Cary LLP
Address
600 Six Flags Dr Suite 600, Arlington, TX 76011
Preparer
Kimberly D Crawford
Phone
8176498083
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

The project is recognized by the internal revenue service as exempt from federal income tax under section 501(c)(3) of the internal revenue code (irc) and is not a private foundation as defined in the irc. Income generated from activities unrelated to the project's exempt purposes is subject to tax under irc secton 511. The project did not have a material unrelated business income tax liability as of january 31, 2019. Therefore, no tax provision or liability has been reported. The project had no significant uncertain tax positions for the year ended january 31, 2019.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
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IRS990/OtherExpensesGrp/Desc1Postage and Shipping
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12063
IRS990/OtherExpensesGrp/ProgramServicesAmt0395533
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IRS990/OtherExpensesGrp/ProgramServicesAmt212073
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IRS990/OtherExpensesGrp/TotalAmt38724
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0999726
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0473547
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt017361
IRS990ScheduleD/EquipmentGrp/DepreciationAmt031690
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt049051
IRS990ScheduleD/ExpensesSubtotalAmt01140925

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.37$0.80$1.44$1.39$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.45$0.76$0.99$1.31$0.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.22$1.08$1.15$1.27$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.12$1.20$1.20$0.90$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.12$0.89$0.66$0.79$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.14$1.02$1.42$1.26$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.10$0.84$1.25$1.14$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.11$0.73$1.00$1.05$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.06$0.79$1.11$0.90$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.03$0.58$0.81$0.55$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.05$0.31$0.47$0.42$0.05
2014Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$0.34$0.17$0.17
2013Summary only. Only limited summary data is available for this year.$0.07$0.00$0.10$0.02$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits