Civic Intelligence

Team Phenomenal Hope Inc.

990 • Fiscal year 2018 • EIN 45-4956117

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

PO Box 1115Beloit, WI 53512

(877) 646-4673

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2018 filings • NTEE G • <$500k nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2018 filings • NTEE G • <$500k nonprofits • Source year 2018

Net Margin

80th percentile

39%

Higher net margin than 80% of similar nonprofits.

2018 filings • NTEE G • <$500k nonprofits • Source year 2018

Top Officer Pay

96th percentile

$67,333

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

2018 filings • NTEE G • <$500k nonprofits • Source year 2018

Asset Growth

82nd percentile

65%

Faster asset growth than 82% of similar nonprofits.

2018 filings • NTEE G • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

11%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • NTEE G • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$413,035

Up $162,425 (+65%) from 2017

Net Assets

Up

$413,005

Up $163,783 (+66%) from 2017

Liabilities

Down

$30

Down $1,358 (-98%) from 2017

Revenue

Up

$418,988

Up $41,150 (+11%) from 2017

Expenses

Up

$255,205

Up $24,983 (+11%) from 2017

Net Income

Up

$163,783

Up $16,167 (+11%) from 2017

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 2012: $5,877Liabilities 2012: $02012Assets 2013: $79,772Liabilities 2013: $02013Assets 2014: $64,678Liabilities 2014: $02014Assets 2015: $36,118Liabilities 2015: $0Net Assets 2015: $36,1182015Assets 2016: $103,858Liabilities 2016: $2,252Net Assets 2016: $101,6062016Assets 2017: $250,610Liabilities 2017: $1,388Net Assets 2017: $249,2222017Assets 2018: $413,035Liabilities 2018: $30Net Assets 2018: $413,0052018Assets 2019: $460,289Liabilities 2019: $1,428Net Assets 2019: $458,8612019Assets 2020: $543,554Liabilities 2020: $185,221Net Assets 2020: $358,3332020Assets 2021: $556,543Liabilities 2021: $389Net Assets 2021: $556,1542021Assets 2022: $533,272Liabilities 2022: $2,479Net Assets 2022: $530,7932022Assets 2023: $812,194Liabilities 2023: $8,476Net Assets 2023: $803,7182023Assets 2024: $1,289,163Liabilities 2024: $5,167Net Assets 2024: $1,283,9962024

Highlighted filing

2018

Assets$413,035
Liabilities$30
Net Assets$413,005

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $11,712Expenses 2012: $5,835Net Income 2012: $5,8772012Revenue 2013: $112,933Expenses 2013: $39,038Net Income 2013: $73,8952013Revenue 2014: $125,797Expenses 2014: $140,891Net Income 2014: -$15,0942014Revenue 2015: $39,057Expenses 2015: $67,617Net Income 2015: -$28,5602015Revenue 2016: $232,955Expenses 2016: $151,312Net Income 2016: $81,6432016Revenue 2017: $377,838Expenses 2017: $230,222Net Income 2017: $147,6162017Revenue 2018: $418,988Expenses 2018: $255,205Net Income 2018: $163,7832018Revenue 2019: $391,179Expenses 2019: $345,323Net Income 2019: $45,8562019Revenue 2020: $239,540Expenses 2020: $340,068Net Income 2020: -$100,5282020Revenue 2021: $565,493Expenses 2021: $367,674Net Income 2021: $197,8192021Revenue 2022: $462,736Expenses 2022: $488,145Net Income 2022: -$25,4092022Revenue 2023: $892,834Expenses 2023: $619,909Net Income 2023: $272,9252023Revenue 2024: $1,378,212Expenses 2024: $897,934Net Income 2024: $480,2782024

Highlighted filing

2018

Revenue$418,988
Expenses$255,205
Net Income$163,783
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 13, 2019
Return Version
2018v3.1
Gross Receipts
$438,695
Mission and Program Overview

Mission

Team phenomenal hope, inc. Was formed with an overal goal to provide and raise awareness for pulmonary hypertension, and raise funds for scientific research. The organization will achieve this goal by meeting the following objectives: (1) to raise awareness about pulmonary hypertension by supporting the team phenomenal hope cycling team in training and competing, and (2) to raise money for the funding of research grants, and (3) provide grants for unmet patient needs and disaster relief..

Team phenomenal hope was created to bring together a worldwide team of individuals to build a community and improve the quality of life for those living with pulmonary hypertension. To succeed in our mission, team phenomenal hope embodies the culture and spirit of endurance racing, and we work hard to unify patients, caregivers, athletes, and our donors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$249,222$413,005▲ $163,783
Cash and Non-Interest-Bearing Accounts$116,807$238,747▲ $121,940
Savings and Temporary Cash Investments$133,803$174,288▲ $40,485
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$250,610$413,035▲ $162,425
Liabilities
Unsecured Notes Loans Payable$1,388$30▼ $1,358
Total Liabilities$1,388$30▼ $1,358
Net Assets / Fund Balance
Total Net Assets Fund Balance$249,222$413,005▲ $163,783
Total Liabilities and Net Assets / Fund Balance$250,610$413,035▲ $162,425
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Linda ApplebyExecutive DirectorFT$67,333$67,333

Board Members and Trustees

NameTitle
Carl HicksDirector
Christine WalshDirector
Harrison Farber MdDirector
Merle ReesemanDirector
Raymond Benza MdDirector
William FaireyDirector
Patricia George MdDirector/founder
Revenue and Support

Revenue Composition

Contributions and Grants
$318,782
Program Service Revenue
$0
Investment Income
$205
Other Revenue
$100,001
All Other Contributions
$318,782
Change in Net Assets
$163,783
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$146,565
Total Fundraising Expense$75,941
Other Expenses$65,120
Grants and Similar Amounts Paid$43,520
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$21,452$8,581$55,774$85,807
Other Salaries and Wages$50,000--$50,000
Grants to Domestic Individuals$43,520--$43,520
Advertising$23,129-$2,570$25,699
Fees for Services Accounting-$18,457-$18,457
Payroll Taxes$5,660$680$4,418$10,758
Travel$2,076-$6,009$8,085
Fees for Services Other$3,208$74$3,073$6,355
Occupancy$333$133$864$1,330
Office Expenses-$200-$200
Other Expenses$24$10$63$97
Interest$96--$96
Fees for Services Management-$75-$75
All Other Expenses$54-$6$60
Total Functional Expenses$150,696$28,568$75,941$255,205
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$119,708
Fundraising Direct Expenses$19,707
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chicago Golf Outing$41,640$41,640$1,613$40,027
Phenomenal Hope 5k$32,477$32,477$10,925$21,552
Total Events$119,708$119,708$19,707$100,001
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Section B, Line 11B

Form 990 is reviewed by the executive director and the chairman of the board, who is also the founder of the organization.

Form 990, Part VI, Section B, Line 12C

The organization has a written conflict of interest policy which is provided to officers and board members. The officers and board members are required to sign a document that signifies their independence.

Form 990, Part VI, Section B, Line 15

The board of directors approves the compensation of the employees of the organization based on an arms length determination to include comparable salaries for comparable skills.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public through the website.

Filing and Contact Details

Filer

Filer Name
Team Phenomenal Hope
EIN
45-4956117
Phone
8776464673
Address
PO BOX 1115, BELOIT, WI 53512

Signing Officer

Name
Patricia George Md
Title
Director
Phone
8776464673
Signed
2019-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia George Md
Formed
2012
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
3
Volunteers
0

Preparer

Firm
Cindy Kelly CPA Cva
Address
3700 S RUSSELL SUITE 112B, MISSOULA, MT 59801
Preparer
Cindy Kelly CPA
Phone
4063700888
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0232948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt039057
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0125797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01247035
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0205
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0168
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0380
IRS990ScheduleA/PublicSupportTotal170Amt01247035
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0452100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0397133
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0232948
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt039057
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0125797
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01247035
IRS990ScheduleA/TotalSupportAmt01247415
IRS990/ScheduleBRequiredInd01
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PHENOMENAL HOPE 5K
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHICAGO GOLF OUTING
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt041640
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt045591
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032477
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt041640
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt045591
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0119708
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0100001
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07169
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019707
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010925
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01613
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IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FUNDS PROVIDED TO THE ENDURANCE TEAM FOR UNIFORMS TO PROMOTE AWARENESS DURING EXTREME SPORTS EVENTS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1FUNDS PROVIDED TO INDIVIDUALS WITH PULMONARY HYPERTENSION FOR UNMET NEEDS AND DISASTER AREA RELIEF. FUNDS ARE FORMALLY REQUESTED BY INDIVIDUALS AND REVIEWED BEFORE ISSUANCE. THE MAXIMUM AMOUNT PROVIDED IS $500 PER INDIVIDUAL.
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE BOARD APPROVES A ANNUAL BUDGET WITH INCLUDES COMPENSATION FOR STAFF. A COMMITTEE INTERVIEWS AND MAKES RECOMMENDATIONS TO THE BOARD. THE BOARD APPROVES THE FINAL HIRING AND COMPENSATION OF THE EXECUTIVE DIRECTOR.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE CHAIRMAN OF THE BOARD, WHO IS ALSO THE FOUNDER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH IS PROVIDED TO OFFICERS AND BOARD MEMBERS. THE OFFICERS AND BOARD MEMBERS ARE REQUIRED TO SIGN A DOCUMENT THAT SIGNIFIES THEIR INDEPENDENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF THE EMPLOYEES OF THE ORGANIZATION BASED ON AN ARMS LENGTH DETERMINATION TO INCLUDE COMPARABLE SALARIES FOR COMPARABLE SKILLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028568
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IRS990/TotalLiabilitiesGrp/EOYAmt030
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0249222
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0413005
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0150696
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IRS990/TotalRevenueGrp/ExclusionAmt0100001
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0205
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt06009
IRS990/TravelGrp/ProgramServicesAmt02076
IRS990/TravelGrp/TotalAmt08085
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt01388
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt030
IRS990/USAddress/AddressLine1Txt0PO BOX 1115
IRS990/USAddress/CityNm0BELOIT
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IRS990/USAddress/ZIPCd053512
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IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0TEAMPHENOMENALHOPE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA GEORGE MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08776464673
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAM PHENOMENAL HOPE
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0787FD55914E7D715B365DAC24D4C688AF0F95655
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.174.246.182
ReturnHeader/FilingSecurityInformation/IPDt02019-10-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm016:43:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814522069

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