Civic Intelligence

Counter Tools

990 • Fiscal year 2021 • EIN 45-5599373

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

11312 US 15-501 North Ste 107-144Chapel Hill, NC 27517

(919) 694-3066

Siviq Scores

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

Liabilities / Assets

39th percentile

0.13x

Higher debt load relative to assets than 39% of similar nonprofits.

2021 filings • NTEE F • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

7th percentile

0.00x

Higher debt load relative to revenue than 7% of similar nonprofits.

2021 filings • NTEE F • $1M-$5M nonprofits • Source year 2021

Net Margin

18th percentile

-5.6%

Higher net margin than 18% of similar nonprofits.

2021 filings • NTEE F • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

51st percentile

$97,360

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2021 filings • NTEE F • $1M-$5M nonprofits • Source year 2021

Asset Growth

1st percentile

-85%

Faster asset growth than 1% of similar nonprofits.

2021 filings • NTEE F • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

79%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • NTEE F • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$33,118

Down $192,676 (-85%) from 2020

Net Assets

Down

$28,815

Down $96,979 (-77%) from 2020

Liabilities

Down

$4,303

Down $95,697 (-96%) from 2020

Revenue

Up

$1,733,599

Up $764,146 (+79%) from 2020

Expenses

Up

$1,830,578

Up $667,560 (+57%) from 2020

Net Income

Up

-$96,979

Up $96,586 (+50%) from 2020

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

2021

Assets$33,118
Liabilities$4,303
Net Assets$28,815

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

2021

Revenue$1,733,599
Expenses$1,830,578
Net Income-$96,979
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.0
Gross Receipts
$1,733,599
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 nonprofit 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$225,794$33,118▼ $192,676
Total Assets$225,794$33,118▼ $192,676
Liabilities
Mortgage Notes Payable Secured by Investment Property$100,000$4,303▼ $95,697
Total Liabilities$100,000$4,303▼ $95,697
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$125,794$28,815▼ $96,979
Total Net Assets Fund Balance$125,794$28,815▼ $96,979
Total Liabilities and Net Assets / Fund Balance$225,794$33,118▼ $192,676
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maria JulianExecutive DiFT$90,886$6,474$97,360

Board Members and Trustees

NameTitle
Ben SpoerBoard Member
Dwana Calhoun MsBoard Member
Karen Girard MpaBoard Member
Manalika RingshiaBoard Member
Megan JacobsBoard Member
SARAH O'LEARYBoard Member
Sameer SoodBoard Member
Wael KanjBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Jyoti KulkarniSoftware Develo10720 STALLIONS LANE, San Diego, CA 92130$133,000
Moserch ManagementSoftware Develo2019 WEATHERBY AVE, Escondido, CA 92027$104,773
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,731,066
Investment Income
$0
Other Revenue
$2,533
Change in Net Assets
$-96,979
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,031,090
Salaries, Compensation, and Employee Benefits$799,488
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$990,197--$990,197
Other Salaries and Wages$544,813$22,790-$567,603
Current Officers, Directors, Trustees, and Key Employees$70,594$23,531-$94,125
Other Employee Benefits$62,710$4,720-$67,430
Payroll Taxes$49,063$3,693-$52,756
Pension Plan Contributions$16,344$1,230-$17,574
Royalties$10,000--$10,000
Insurance$8,172$615-$8,787
Office Expenses$6,796--$6,796
Fees for Services Accounting-$6,736-$6,736
Other Expenses$1,060$83-$1,060
Occupancy$679$51-$730
Total Functional Expenses$1,767,129$63,449$0$1,830,578
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
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 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The executive director and business manager will review the form 990 prior to filing.

Form 990, Page 6, Part VI, Line 12C

Each director, corporate officer, top management official, employee, and volunteer shall annually sign a statement that they have received a copy of the conflict of interest policy, have read and understand the policy, have agreed to comply with the policy, and disclose any existing conflict of interest.

Form 990, Page 6, Part VI, Line 15A

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

Form 990, Page 6, Part VI, Line 15B

Key employee salaries are based on annual performance reviews.

Form 990, Page 6, Part VI, Line 19

All documents required per internal revenue code to be made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Counter Tools
EIN
45-5599373
Phone
9196943066
Address
11312 US 15-501 NORTH STE 107-144, CHAPEL HILL, NC 27517

Signing Officer

Name
Maria Julian
Title
Executive Director
Phone
9194443759
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maria Julian
Formed
2012
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
13

Preparer

Firm
Langdon & Company Llp
Address
223 US HIGHWAY 70 EAST SUITE 100, GARNER, NC 27529-4051
Preparer
Jessica Dupree
Phone
9196621001
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional fees 17,501 0 0 it subcontractor 972,696 0 0 total 990,197 0 0

Raw XML Appendix400 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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IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01731066
IRS990/RoyaltiesGrp/ProgramServicesAmt010000
IRS990/RoyaltiesGrp/TotalAmt010000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 147,214
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt042599
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0125929
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0168537
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0250
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01731066
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0826100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01172840
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01453761
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01855532
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07039299
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0250
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0250
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02533
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0143345
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01336
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0147214
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96340
IRS990ScheduleA/PublicSupportPY509Pct00.96040
IRS990ScheduleA/PublicSupportTotal509Amt07085821
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt014314
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0107701
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0122015
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt014314
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0107701
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0122015
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01731066
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0826109
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01215439
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01579690
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01855532
IRS990ScheduleA/Total509Grp/TotalAmt07207836
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01733599
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0969454
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01216775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01579940
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01855532
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07355300
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR AND BUSINESS MANAGER WILL REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH DIRECTOR, CORPORATE OFFICER, TOP MANAGEMENT OFFICIAL, EMPLOYEE, AND VOLUNTEER SHALL ANNUALLY SIGN A STATEMENT THAT THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAVE READ AND UNDERSTAND THE POLICY, HAVE AGREED TO COMPLY WITH THE POLICY, AND DISCLOSE ANY EXISTING CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SALARIES ARE DETERMINED BY A VOTE OF THE BOARD BASED ON COMPARABLE INFORMATION AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KEY EMPLOYEE SALARIES ARE BASED ON ANNUAL PERFORMANCE REVIEWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS REQUIRED PER INTERNAL REVENUE CODE TO BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROFESSIONAL FEES 17,501 0 0 IT SUBCONTRACTOR 972,696 0 0 TOTAL 990,197 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0225794
IRS990/TotalAssetsEOYAmt033118
IRS990/TotalAssetsGrp/BOYAmt0225794
IRS990/TotalAssetsGrp/EOYAmt033118
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt063449
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01767129
IRS990/TotalFunctionalExpensesGrp/TotalAmt01830578
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0100000
IRS990/TotalLiabilitiesEOYAmt04303
IRS990/TotalLiabilitiesGrp/BOYAmt0100000
IRS990/TotalLiabilitiesGrp/EOYAmt04303
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0125794
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt028815
IRS990/TotalOtherCompensationAmt06474
IRS990/TotalProgramServiceExpensesAmt01767129
IRS990/TotalProgramServiceRevenueAmt01731066
IRS990/TotalReportableCompFromOrgAmt090886
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01733599
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01733599
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0225794
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt033118
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt011312 US 15-501 NORTH STE 107-144
IRS990/USAddress/CityNm0CHAPEL HILL
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027517
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.COUNTERTOOLS.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA JULIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09194443759
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COUNTER TOOLS
ReturnHeader/Filer/BusinessNameControlTxt0COUN
ReturnHeader/Filer/EIN0455599373
ReturnHeader/Filer/PhoneNum09196943066
ReturnHeader/Filer/USAddress/AddressLine1Txt011312 US 15-501 NORTH STE 107-144
ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027517
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561743537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LANGDON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0223 US HIGHWAY 70 EAST SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARNER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0275294051
ReturnHeader/PreparerPersonGrp/PhoneNum09196621001
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA DUPREE
ReturnHeader/ReturnTs02022-05-13T08:09:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JULIAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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