Civic Intelligence

Counter Tools

990 • Fiscal year 2016 • EIN 45-5599373

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

205 Lloyd StreetCarrboro, NC 27510

(919) 593-5822

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • NTEE F • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • NTEE F • $1M-$5M nonprofits • Source year 2016

Net Margin

23rd percentile

-4.0%

Higher net margin than 23% of similar nonprofits.

2016 filings • NTEE F • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

28th percentile

$61,000

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2016 filings • NTEE F • $1M-$5M nonprofits • Source year 2016

Asset Growth

82nd percentile

28%

Faster asset growth than 82% of similar nonprofits.

2016 filings • NTEE F • $1M-$5M nonprofits • Annualized from 2014 to 2016

Revenue Growth

94th percentile

65%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • NTEE F • $1M-$5M nonprofits • Annualized from 2014 to 2016

Assets

Up

$144,845

Up $57,063 (+65%) from 2014

Net Assets

Up

$144,845

Up $64,747 (+81%) from 2014

Liabilities

Down

$0

Down $7,684 (-100%) from 2014

Revenue

Up

$1,117,410

Up $708,257 (+173%) from 2014

Expenses

Up

$1,161,569

Up $825,081 (+245%) from 2014

Net Income

Down

-$44,159

Down $116,824 (-161%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2013: $10,079Liabilities 2013: $2,6452013Assets 2014: $87,782Liabilities 2014: $7,684Net Assets 2014: $80,0982014Assets 2016: $144,845Liabilities 2016: $0Net Assets 2016: $144,8452016Assets 2017: $331,999Liabilities 2017: $20,000Net Assets 2017: $311,9992017Assets 2018: $259,581Liabilities 2018: $0Net Assets 2018: $259,5812018Assets 2019: $319,359Liabilities 2019: $0Net Assets 2019: $319,3592019Assets 2020: $225,794Liabilities 2020: $100,000Net Assets 2020: $125,7942020Assets 2021: $33,118Liabilities 2021: $4,303Net Assets 2021: $28,8152021Assets 2022: $190,593Liabilities 2022: $0Net Assets 2022: $190,5932022Assets 2023: $335,030Liabilities 2023: $0Net Assets 2023: $335,0302023Assets 2024: $472,685Liabilities 2024: $0Net Assets 2024: $472,6852024Assets 2025: $482,810Liabilities 2025: $0Net Assets 2025: $482,8102025

Highlighted filing

2016

Assets$144,845
Liabilities$0
Net Assets$144,845

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2013: $107,998Expenses 2013: $113,842Net Income 2013: -$5,8442013Revenue 2014: $409,153Expenses 2014: $336,488Net Income 2014: $72,6652014Revenue 2016: $1,117,410Expenses 2016: $1,161,569Net Income 2016: -$44,1592016Revenue 2017: $1,855,532Expenses 2017: $1,688,378Net Income 2017: $167,1542017Revenue 2018: $1,579,940Expenses 2018: $1,493,923Net Income 2018: $86,0172018Revenue 2019: $1,215,439Expenses 2019: $1,139,719Net Income 2019: $75,7202019Revenue 2020: $969,453Expenses 2020: $1,163,018Net Income 2020: -$193,5652020Revenue 2021: $1,733,599Expenses 2021: $1,830,578Net Income 2021: -$96,9792021Revenue 2022: $1,686,175Expenses 2022: $1,598,870Net Income 2022: $87,3052022Revenue 2023: $1,251,176Expenses 2023: $1,106,739Net Income 2023: $144,4372023Revenue 2024: $1,340,896Expenses 2024: $1,203,241Net Income 2024: $137,6552024Revenue 2025: $1,465,348Expenses 2025: $1,455,223Net Income 2025: $10,1252025

Highlighted filing

2016

Revenue$1,117,410
Expenses$1,161,569
Net Income-$44,159
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$1,117,410
Mission and Program Overview

Mission

Counter tools is a nonprofit provider of proprietary software tools, training, and technical assistance to facilitate local- and state-level public health policy changes affcting the retail environment.

Counter Tools is a non-profit provider of proprietary software tools, training, and technical assistance to facilitate local- and state-level public health policy changes affecting the retail environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$90,941$132,861▲ $41,920
Land, Buildings, and Equipment, Net$7,455$11,984▲ $4,529
Total Assets$98,396$144,845▲ $46,449
Liabilities
Other Liabilities$7,684--
Total Liabilities$7,684$0▼ $7,684
Net Assets / Fund Balance
Unrestricted Net Assets$90,712$144,845▲ $54,133
Total Net Assets Fund Balance$90,712$144,845▲ $54,133
Total Liabilities and Net Assets / Fund Balance$98,396$144,845▲ $46,449

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,984$9,616-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Allison MyersExec Dir/V-P/SecPT$61,000$61,000
Kurt RibislPresidentPT$6,667$6,667

Board Members and Trustees

NameTitle
Leslie ZellersAsst Sec
Leah DevlinMember
Monica EischenMember
Pat MckoneMemeber
Peter RubenackerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,117,410
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-44,159
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$698,890
Other Expenses$462,679
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$520,518$0$0$520,518
Information Technology$261,769$0$0$261,769
Travel$126,935$0$0$126,935
Payroll Taxes$105,769$0$0$105,769
Current Officers, Directors, Trustees, and Key Employees$67,666$0$0$67,666
Occupancy$18,500$0$0$18,500
Royalties$7,567$0$0$7,567
All Other Expenses$6,706$0$0$6,706
Other Employee Benefits$4,937$0$0$4,937
Depreciation Depletion$4,335$0$0$4,335
Insurance$3,777$0$0$3,777
Fees for Services Legal$2,901$0$0$2,901
Conferences and Meetings$2,881$0$0$2,881
Other Expenses$1,586$0$0$1,586
Fees for Services Accounting$1,522$0$0$1,522
Office Expenses$248$0$0$248
Total Functional Expenses$1,161,569$0$0$1,161,569
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Wages Liability-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Counter Tools
EIN
45-5599373
Phone
9195935822
Address
205 Lloyd Street, Carrboro, NC 27510

Signing Officer

Name
Allison Myers
Title
Executive Director
Phone
9195935822
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allison Myers
Formed
2012
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
14
Volunteers
3

Preparer

Firm
Bassett & Byers Pa
Address
3701 LAKE BOONE TRAIL STE 201, RALEIGH, NC 27607
Preparer
Kevin J Bassett CPA
Phone
9193031049
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The Executive Director and Director of Finance will review prior to filing.

Pt VI, Line 15A

The salaries are determined by a vote of the BOD based on comparable information available.

Pt VI, Line 15B

Key employee salaries are based on annual performance reviews

Pt VI, Line 2

The Executive Director has acquired her PhD and one of her advisors is the current President of the non-profit.

Form 990EZ, Part I, Line 16

Advertising

Form 990EZ, Part I, Line 16

Bank Charges

Form 990EZ, Part I, Line 16

Dues and Subscriptions

Form 990EZ, Part I, Line 16

Insurance

Form 990EZ, Part I, Line 16

Event Planning

Form 990EZ, Part I, Line 16

Marketing/Design

Form 990EZ, Part I, Line 16

Software Development

Form 990EZ, Part I, Line 16

Meals and Entertainment

Form 990EZ, Part I, Line 16

Office Expense

Form 990EZ, Part I, Line 16

Training

Form 990EZ, Part I, Line 16

Web Hosting

Form 990EZ, Part I, Line 16

Payroll Tax

Form 990EZ, Part I, Line 16

Licenses

Form 990EZ, Part I, Line 16

Supplies

Form 990EZ, Part I, Line 16

Travel

Form 990EZ, Part II, Line 26

Payroll Liabilities

Form 990, Part IX, Line 24E

Dues and Subscriptions 774. 774. 0. 0.

Form 990, Part IX, Line 24E

Registered Agents 752. 752. 0. 0.

Form 990, Part IX, Line 24E

Staff Develpoment 5180. 5180. 0. 0.

Raw XML AppendixShowing 400 of 408 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.

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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0107998
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0933062
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0933062
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0415911
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0409153
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0107998
IRS990ScheduleA/Total509Grp/TotalAmt0933062
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0933062
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt011984
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09616
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt021600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll Wages Liability
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011984
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Executive Director and Director of Finance will review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The salaries are determined by a vote of the BOD based on comparable information available.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Key employee salaries are based on annual performance reviews
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Executive Director has acquired her PhD and one of her advisors is the current President of the non-profit.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Advertising
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charges
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Dues and Subscriptions
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Insurance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Event Planning
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Marketing/Design
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Software Development
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Meals and Entertainment
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Office Expense
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Training
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Web Hosting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Payroll Tax
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Licenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Supplies
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Travel
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Payroll Liabilities
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Dues and Subscriptions 774. 774. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Registered Agents 752. 752. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Staff Develpoment 5180. 5180. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt098396
IRS990/TotalAssetsEOYAmt0144845
IRS990/TotalAssetsGrp/BOYAmt098396
IRS990/TotalAssetsGrp/EOYAmt0144845
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01161569
IRS990/TotalFunctionalExpensesGrp/TotalAmt01161569
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07684
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt07684
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt090712
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0144845
IRS990/TotalProgramServiceExpensesAmt01161569
IRS990/TotalProgramServiceRevenueAmt01117410
IRS990/TotalReportableCompFromOrgAmt067667
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01117410
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01117410
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt098396
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0144845
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt0126935
IRS990/TravelGrp/TotalAmt0126935
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt090712
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0144845
IRS990/USAddress/AddressLine1Txt0205 LLoyd St ste 211
IRS990/USAddress/CityNm0Carrboro
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027510
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0countertools.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLISON MYERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09195935822
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Counter Tools
ReturnHeader/Filer/BusinessNameControlTxt0COUN
ReturnHeader/Filer/EIN0455599373
ReturnHeader/Filer/PhoneNum09195935822
ReturnHeader/Filer/USAddress/AddressLine1Txt0205 Lloyd Street
ReturnHeader/Filer/USAddress/CityNm0Carrboro
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027510
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BASSETT & BYERS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03701 LAKE BOONE TRAIL STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027607

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