Civic Intelligence

A Life Story Foundation

990 • Fiscal year 2018 • EIN 45-5416505

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 16, 2018

11161 E STATE ROAD 70 Ste 110-112Bradenton, FL 34202

(941) 840-1506

Siviq Scores

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

Liabilities / Assets

88th percentile

0.42x

Higher debt load relative to assets than 88% of similar nonprofits.

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

Liabilities / Revenue

88th percentile

0.22x

Higher debt load relative to revenue than 88% of similar nonprofits.

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

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$16,250

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

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

Asset Growth

95th percentile

224%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

13th percentile

-39%

Faster revenue growth than 13% of similar nonprofits.

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

Assets

Up

$159,110

Up $110,015 (+224%) from 2017

Net Assets

Up

$91,854

Up $59,609 (+185%) from 2017

Liabilities

Up

$67,256

Up $50,406 (+299%) from 2017

Revenue

Down

$312,102

Down $202,105 (-39%) from 2017

Expenses

Down

$254,547

Down $272,315 (-52%) from 2017

Net Income

Up

$57,555

Up $70,210 (+555%) 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 2013: $59,126Liabilities 2013: $02013Assets 2014: $62,975Liabilities 2014: $02014Assets 2015: $157,665Liabilities 2015: $74,411Net Assets 2015: $83,2542015Assets 2016: $67,460Liabilities 2016: $22,560Net Assets 2016: $44,9002016Assets 2017: $49,095Liabilities 2017: $16,850Net Assets 2017: $32,2452017Assets 2018: $159,110Liabilities 2018: $67,256Net Assets 2018: $91,8542018Assets 2019: $141,567Liabilities 2019: $89,461Net Assets 2019: $52,1062019Assets 2020: $111,417Liabilities 2020: $33,130Net Assets 2020: $78,2872020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2018

Assets$159,110
Liabilities$67,256
Net Assets$91,854

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2013: $94,824Expenses 2013: $37,916Net Income 2013: $56,9082013Revenue 2014: $113,914Expenses 2014: $125,662Net Income 2014: -$11,7482014Revenue 2015: $600,949Expenses 2015: $558,871Net Income 2015: $42,0782015Revenue 2016: $554,696Expenses 2016: $593,050Net Income 2016: -$38,3542016Revenue 2017: $514,207Expenses 2017: $526,862Net Income 2017: -$12,6552017Revenue 2018: $312,102Expenses 2018: $254,547Net Income 2018: $57,5552018Revenue 2019: $156,129Expenses 2019: $195,877Net Income 2019: -$39,7482019Revenue 2020: $175,352Expenses 2020: $149,171Net Income 2020: $26,1812020Revenue 2021: $12,325Expenses 2021: $90,611Net Income 2021: -$78,2862021

Highlighted filing

2018

Revenue$312,102
Expenses$254,547
Net Income$57,555
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 16, 2018
Return Version
2017v2.3
Gross Receipts
$356,063
Mission and Program Overview

Mission

A life story foundation's mission is to raise awareness and create actions to discover effective treatments, and ultimately a cure for als.

A life story foundations mission is to raise awareness and create action to discover effective treatments and ultimately a cure for als

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$30,336$65,290▲ $34,954
Cash and Non-Interest-Bearing Accounts$18,759$61,194▲ $42,435
Accounts Receivable-$25,761-
Investments in Publicly Traded Securities-$6,865-
Total Assets$49,095$159,110▲ $110,015
Liabilities
Mortgage Notes Payable Secured by Investment Property$15,647$42,649▲ $27,002
Grants Payable-$20,000-
Accounts Payable and Accrued Expenses$1,203$4,607▲ $3,404
Total Liabilities$16,850$67,256▲ $50,406
Net Assets / Fund Balance
Unrestricted Net Assets$32,245$91,854▲ $59,609
Total Net Assets Fund Balance$32,245$91,854▲ $59,609
Total Liabilities and Net Assets / Fund Balance$49,095$159,110▲ $110,015

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$57,854$5,839$63,693
Other Land Buildings$7,436$4,303$11,739
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kevin SwanPresidentFT$16,250$16,250
Shaina SwanAdministratorFT$16,041$16,041

Board Members and Trustees

NameTitle
Diane SandersDirector
Susan MosleyDirector
Julie SwanTreasurersecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$189,541
Program Service Revenue
$0
Investment Income
$1,785
Other Revenue
$120,776
All Other Contributions
$189,541
Change in Net Assets
$57,555

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 Table10$127,135Fair Market Value (FMV)
Total Noncash Contributions10$127,135-

Audited Revenue Reconciliation

Revenue per Audited Statements
$312,102
Revenue Not Reported on Form 990
$2,054
Total Revenue per Audited Statements
$314,156
Total Revenue per Form 990
$312,102
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$184,286
Grants and Similar Amounts Paid$35,500
Salaries, Compensation, and Employee Benefits$34,761
Total Fundraising Expense$13,540
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$106,860$11,729$11,728$130,317
Grants to Domestic Orgs$35,000--$35,000
Current Officers, Directors, Trustees, and Key Employees$29,062$2,583$646$32,291
Office Expenses$16,458$1,463$366$18,287
Depreciation Depletion$12,191$1,060-$13,251
Fees for Services Other$10,504$965$604$12,073
Payroll Taxes$2,223$198$49$2,470
Conferences and Meetings$2,055$183$46$2,284
Insurance$1,725$153$38$1,916
Fees for Services Accounting-$1,629-$1,629
Interest-$1,382-$1,382
Other Expenses$1,215$108$27$1,350
Grants to Domestic Individuals$500--$500
Travel$144$13$3$160
Total Functional Expenses$219,410$21,597$13,540$254,547

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$254,547
Total Expenses per Audited Statements$254,547
Total Expenses per Form 990$254,547
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Als Therapy Dev Fdn IncCambridge, MA501c3Als Research Treatment$35,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$164,737
Fundraising Direct Expenses$43,961
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flght Cure$119,472$119,472$35,577$83,895
Cocktails$45,265$45,265$8,384$36,881
Total Events$164,737$164,737$43,961$120,776
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
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 2

Kevin swan, a non-voting director, is the son of julie swan

Part VI Line 11B

The completed tax return is circulated to the members of the board

Part VI Line 11B

For comment prior to filing.

Part VI Line 12C

Board members review any & all conflicts of interest annually

Part VI Line 15A or B

Compensation of top management is reviewed annually by the board

Part VI Line 18

The organization makes its governing documents, policies, financial

Part VI Line 18

Statements & tax returns available to the public on request.

Part VI Line 19

The organization makes its governing documents, policies, financial

Part VI Line 19

Statements & tax returns available to the public on request.

Filing and Contact Details

Filer

Filer Name
A Life Story Foundation
EIN
45-5416505
In Care Of
% JULIE SWAN
Phone
9418401506
Address
11161 E STATE ROAD 70 Ste 110-112, BRADENTON, FL 34202

Signing Officer

Name
Julie Swan
Title
Cfotreasurer
Phone
9419201394
Signed
2018-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Swan
Formed
2012
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
3
Employees
1

Preparer

Firm
Jrs Business & Consulting Svcs
Address
4411 BEE RIDGE RD 310, SARASOTA, FL 34233
Preparer
Jeffery R Stevens
Phone
9419201394
Supplemental Narrative

Additional Explanations

Part IX Line 11G

CONTRACT SERVICES Total expenses - $10306.00 Program service expenses - $8966.00 Mgmt and general expenses - $824.00 Fundraising expenses - $516.00

Part IX Line 11G

PAYROLL FEES Total expenses - $1767.00 Program service expenses - $1538.00 Mgmt and general expenses - $141.00 Fundraising expenses - $88.00

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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0386212
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053391
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0200847
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt018419
IRS990ScheduleA/Total509Grp/TotalAmt0848410
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0189643
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0386212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt053400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0201002
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt018419
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0848676
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt057854
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05839
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt063693
IRS990ScheduleD/ExpensesSubtotalAmt0254547
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02054
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07436
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04303
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011739
IRS990ScheduleD/RevenueNotReportedAmt02054
IRS990ScheduleD/RevenueSubtotalAmt0312102
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt065290
IRS990ScheduleD/TotalExpensesPerForm990Amt0254547
IRS990ScheduleD/TotalRevenuePerForm990Amt0312102
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0314156
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0254547
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043961
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FLGHT CURE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COCKTAILS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0119472
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt045265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0164737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0119472
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt045265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0164737
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0120776
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt043961
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt035577
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08384
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt035000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ALS RESEARCH TREATMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALS THERAPY DEV FDN INC
IRS990ScheduleI/RecipientTable/RecipientEIN0043462719
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0300 TECHNOLOGY SQ STE 400
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CAMBRIDGE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002139
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IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt010
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0ADVERTISING
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
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IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KEVIN SWAN, A NON-VOTING DIRECTOR, IS THE SON OF JULIE SWAN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPLETED TAX RETURN IS CIRCULATED TO THE MEMBERS OF THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FOR COMMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS REVIEW ANY & ALL CONFLICTS OF INTEREST ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION OF TOP MANAGEMENT IS REVIEWED ANNUALLY BY THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, FINANCIAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STATEMENTS & TAX RETURNS AVAILABLE TO THE PUBLIC ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, FINANCIAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STATEMENTS & TAX RETURNS AVAILABLE TO THE PUBLIC ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CONTRACT SERVICES Total expenses - $10306.00 Program service expenses - $8966.00 Mgmt and general expenses - $824.00 Fundraising expenses - $516.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PAYROLL FEES Total expenses - $1767.00 Program service expenses - $1538.00 Mgmt and general expenses - $141.00 Fundraising expenses - $88.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part VI Line 15a or b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part VI Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part VI Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part IX Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Part IX Line 11g
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt049095
IRS990/TotalAssetsEOYAmt0159110
IRS990/TotalAssetsGrp/BOYAmt049095
IRS990/TotalAssetsGrp/EOYAmt0159110
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0189541
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt013540
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021597
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0219410
IRS990/TotalFunctionalExpensesGrp/TotalAmt0254547
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt016850
IRS990/TotalLiabilitiesEOYAmt067256
IRS990/TotalLiabilitiesGrp/BOYAmt016850
IRS990/TotalLiabilitiesGrp/EOYAmt067256
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt032245
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt091854
IRS990/TotalProgramServiceExpensesAmt0219410
IRS990/TotalReportableCompFromOrgAmt032291
IRS990/TotalRevenueGrp/ExclusionAmt0102
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0312102
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt049095
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0159110
IRS990/TravelGrp/FundraisingAmt03
IRS990/TravelGrp/ManagementAndGeneralAmt013
IRS990/TravelGrp/ProgramServicesAmt0144
IRS990/TravelGrp/TotalAmt0160
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt032245
IRS990/UnrestrictedNetAssetsGrp/EOYAmt091854

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