Civic Intelligence

Boldly Me

990EZ • Fiscal year 2021 • EIN 45-4796086

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 15, 2022

37739 Farwell DrFremont, CA 94536

(408) 768-9257

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

64th percentile

19%

Higher net margin than 64% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

76th percentile

37%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

42nd percentile

-4.8%

Faster revenue growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Flat

$52,088

Flat from 2021

Net Assets

Flat

$51,396

Flat from 2021

Liabilities

Flat

$692

Flat from 2021

Revenue

Flat

$76,667

Flat from 2021

Expenses

Flat

$61,990

Flat from 2021

Net Income

Flat

$14,677

Flat from 2021

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2014: $38,611Liabilities 2014: $02014Assets 2015: $46,450Liabilities 2015: $02015Assets 2016: $38,730Liabilities 2016: $02016Assets 2017: $42,765Liabilities 2017: $02017Assets 2018: $46,308Liabilities 2018: $1,2982018Assets 2019: $38,300Liabilities 2019: $1,2152019Assets 2020: $37,887Liabilities 2020: $1,168Net Assets 2020: $36,7192020Assets 2021: $52,088Liabilities 2021: $692Net Assets 2021: $51,3962021Assets 2021: $52,088Liabilities 2021: $692Net Assets 2021: $51,3962021Assets 2022: $79,768Liabilities 2022: $782Net Assets 2022: $78,9862022Assets 2023: $62,224Liabilities 2023: $1,282Net Assets 2023: $60,9422023

Highlighted filing

2021

Assets$52,088
Liabilities$692
Net Assets$51,396

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $68,431Expenses 2014: $48,714Net Income 2014: $19,7172014Revenue 2015: $93,226Expenses 2015: $69,135Net Income 2015: $24,0912015Revenue 2016: $99,741Expenses 2016: $107,461Net Income 2016: -$7,7202016Revenue 2017: $53,700Expenses 2017: $49,665Net Income 2017: $4,0352017Revenue 2018: $89,786Expenses 2018: $87,541Net Income 2018: $2,2452018Revenue 2019: $78,925Expenses 2019: $86,851Net Income 2019: -$7,9262019Revenue 2020: $80,510Expenses 2020: $80,876Net Income 2020: -$3662020Revenue 2021: $76,667Expenses 2021: $61,990Net Income 2021: $14,6772021Revenue 2021: $76,667Expenses 2021: $61,990Net Income 2021: $14,6772021Revenue 2022: $77,755Expenses 2022: $50,165Net Income 2022: $27,5902022Revenue 2023: $57,791Expenses 2023: $75,835Net Income 2023: -$18,0442023

Highlighted filing

2021

Revenue$76,667
Expenses$61,990
Net Income$14,677
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 15, 2022
Return Version
2021v4.0
Gross Receipts
$78,036
Mission and Program Overview

Mission

Boldly Me provides educational services on self-esteem and self-compassion, promote healthy communication and relationships, and physical wellness for students through teaching, mentoring and fundraising events.

Program Services

DescriptionGrantsExpenses
We served 180 children and 92 transitional. For a total of 272 students. We partnered with two colleges to provide internships to their students. We served five K-12 schools. We partnered with Santa Clara County to provide access to Social Emotional Learning and Mindfulness online curriculum to 15 school districts.$35,000$23,874
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alanna PowellPresident And FounderPT$24,000-$24,000
Kristin SpitzExecutive DirectorPT$10,000-$10,000
Margaret AndrewsChair Of Communications And ItPT$7,000-$7,000
Zachary O'BrienTrainerPT$250-$250
Andrea BellingerTreasurer-$0--
Dr Richard LaBelleChair Of Counseling-$0--
Liza KeshawarzChair Of Education Programs-$0--
Filing and Contact Details

Filer

Filer Name
Boldly Me
EIN
45-4796086
Phone
4087689257
Address
37739 Farwell Dr, Fremont, CA 94536

Signing Officer

Name
Kristin Spitz
Title
Executive Director
Phone
5105094547
Signed
2022-04-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Payroll Tax and Workers Comp;5471|Meetings and other program costs;113|Background Check;195|IT cost;1064|Insurance;2269|Supplies;2102|Tax fees;25|Dues and subscriptions;250^Total;11489^

Form 990-EZ, Part II, Line 24

Description;EOY Amount^Furniture and Equipment;13995|Rent Deposit;589^Total;14584^

Form 990-EZ, Part II, Line 26

Accrued payroll taxes

Schedule B, Part I

There were no contributors of more than $5,000 due to our annual fundraiser being cancelled.

Raw XML Appendix185 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Bergstrom Financial Services
IRS990EZ/BooksInCareOfDetail/PhoneNum05105524848
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03317 S Higley Road
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0Suite 114-435
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Gilbert
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085297
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021477
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037504
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt026371
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt014677
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0713
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037887
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052088
IRS990EZ/FundraisingGrossIncomeAmt016510
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt078036
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0155
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036719
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051396
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036719
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051396
IRS990EZ/OccupancyRentUtltsAndMaintAmt07928
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt225
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt024000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt27000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt6250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Alanna Powell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kristin Spitz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Margaret Andrews
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Andrea Bellinger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dr Richard LaBelle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Liza Keshawarz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Zachary O'Brien
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President and Founder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chair of Communications and IT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Chair of Counseling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Chair of Education Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trainer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt016410
IRS990EZ/OtherAssetsTotalDetail/EOYAmt014584
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt011489
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Boldly Me provides educational services on self-esteem and self-compassion, promote healthy communication and relationships, and physical wellness for students through teaching, mentoring and fundraising events.
IRS990EZ/PrintingPublicationsPostageAmt0632
IRS990EZ/ProgramServiceRevenueAmt035000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We served 180 children and 92 transitional. For a total of 272 students. We partnered with two colleges to provide internships to their students. We served five K-12 schools. We partnered with Santa Clara County to provide access to Social Emotional Learning and Mindfulness online curriculum to 15 school districts.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023874
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt041228
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt01369
IRS990EZ/SpecialEventsNetIncomeLossAmt015141
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01168
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0692
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt061990
IRS990EZ/TotalProgramServiceExpensesAmt023874
IRS990EZ/TotalRevenueAmt076667
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.boldlyme.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt078036
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt087184
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt095478
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0113852
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt077105
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0451655
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0451655
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078036
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt087184
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt095478
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0113852
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt077105
IRS990ScheduleA/Total509Grp/TotalAmt0451655
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt078036
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt087184
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt095478
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0113852
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt077105
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0451655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Payroll Tax and Workers Comp;5471|Meetings and other program costs;113|Background Check;195|IT cost;1064|Insurance;2269|Supplies;2102|Tax fees;25|Dues and subscriptions;250^Total;11489^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;EOY Amount^Furniture and Equipment;13995|Rent Deposit;589^Total;14584^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accrued payroll taxes
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3There were no contributors of more than $5,000 due to our annual fundraiser being cancelled.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule B, Part I
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristin Spitz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05105094547
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOLDLY ME
ReturnHeader/Filer/BusinessNameControlTxt0BOLD
ReturnHeader/Filer/EIN0454796086
ReturnHeader/Filer/PhoneNum04087689257
ReturnHeader/Filer/USAddress/AddressLine1Txt037739 Farwell Dr
ReturnHeader/Filer/USAddress/CityNm0Fremont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094536
ReturnHeader/ReturnTs02022-04-14T14:29:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings