Civic Intelligence

Employee First Fund

990EZ • Fiscal year 2021 • EIN 46-3353666

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

500 Freeport PkwyCoppell, TX 75019

(972) 538-4578

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

7th percentile

-114%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

13th percentile

-33%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

10th percentile

-69%

Faster revenue growth than 10% of similar nonprofits.

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

Assets

Down

$223,363

Down $107,631 (-33%) from 2020

Net Assets

Down

$223,363

Down $107,631 (-33%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$94,568

Down $214,661 (-69%) from 2020

Expenses

Up

$202,199

Up $132,493 (+190%) from 2020

Net Income

Down

-$107,631

Down $347,154 (-145%) from 2020

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $125,640Liabilities 2014: $0Net Assets 2014: $125,6402014Assets 2015: $216,469Liabilities 2015: $0Net Assets 2015: $216,4692015Assets 2016: $158,236Liabilities 2016: $0Net Assets 2016: $158,2362016Assets 2017: $146,203Liabilities 2017: $0Net Assets 2017: $146,2032017Assets 2018: $120,919Liabilities 2018: $0Net Assets 2018: $120,9192018Assets 2019: $91,471Liabilities 2019: $0Net Assets 2019: $91,4712019Assets 2020: $330,994Liabilities 2020: $0Net Assets 2020: $330,9942020Assets 2021: $223,363Liabilities 2021: $0Net Assets 2021: $223,3632021Assets 2022: $147,877Liabilities 2022: $4,950Net Assets 2022: $142,9272022Assets 2023: $88,975Liabilities 2023: $5,600Net Assets 2023: $83,3752023Assets 2024: $91,194Liabilities 2024: $5,600Net Assets 2024: $85,5942024

Highlighted filing

2021

Assets$223,363
Liabilities$0
Net Assets$223,363

Operations Trend

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

$400K$200K$0-$200KRevenue 2013: $19,803Expenses 2013: $19,803Net Income 2013: $02013Revenue 2014: $224,862Expenses 2014: $99,222Net Income 2014: $125,6402014Revenue 2015: $166,642Expenses 2015: $75,813Net Income 2015: $90,8292015Revenue 2016: $115,091Expenses 2016: $173,324Net Income 2016: -$58,2332016Revenue 2017: $107,491Expenses 2017: $119,524Net Income 2017: -$12,0332017Revenue 2018: $90,632Expenses 2018: $115,916Net Income 2018: -$25,2842018Revenue 2019: $78,037Expenses 2019: $107,485Net Income 2019: -$29,4482019Revenue 2020: $309,229Expenses 2020: $69,706Net Income 2020: $239,5232020Revenue 2021: $94,568Expenses 2021: $202,199Net Income 2021: -$107,6312021Revenue 2022: $114,914Expenses 2022: $195,350Net Income 2022: -$80,4362022Revenue 2023: $121,959Expenses 2023: $181,511Net Income 2023: -$59,5522023Revenue 2024: $120,697Expenses 2024: $118,478Net Income 2024: $2,2192024

Highlighted filing

2021

Revenue$94,568
Expenses$202,199
Net Income-$107,631
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 15, 2022
Return Version
2021v4.2
Gross Receipts
$94,568
Mission and Program Overview

Mission

To provide disaster and emergency hardship relief to persons, including employees of the container store, inc. And their families, and to engage in other charitable and educational purposes, provided that such purposes of the corporation are only as permitted an organization described in section 501(c)(3) of the internal revenue code of 1986, as amended (the code).

Program Services

DescriptionGrantsExpenses
EMERGENCY RELIEF - The organization provides grants to employees experiencing unforeseen emergencies like a major medical situation, a catastrophic event, or other grave challenges that they are not financially prepared to deal with.$184,586$184,586
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN MARAZIOChair/President Start: 11/2020-$0--
KRISTIN SCHWERTNERVice Chair/Treasurer-$0--
STEPHANIE LINDSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Employee First Fund
EIN
46-3353666
In Care Of
% KRISTIN SCHWERTNER
Phone
9725384578
Address
500 Freeport Pkwy, Coppell, TX 75019

Signing Officer

Name
Kristin Schwertner
Title
Treasurer
Phone
9725386856
Signed
2022-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
14241 DALLAS PARKWAY SUITE 1100, DALLAS, TX 75254
Preparer
Jeanette Verrelli
Phone
9727028262
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 10

DONEES NAME:EMERGENCY RELIEF TO INDIVIDUALS RELATIONSHIP:N/A PURPOSE OF PAYMENT:Grants are given to employees of the Container AMOUNT:184586

Form 990EZ Part I Line 16

Description:BANK CHARGES Amount:768

Form 990EZ Part I Line 16

Description:MANAGEMENT FEES Amount:2738

Form 990EZ Part I Line 16

Description:BUSINESS REGISTRATION FEES Amount:690

Form 990EZ Part I Line 16

Description:MERCHANT ACCOUNT FEES Amount:137

Form 990EZ Part II Line 24

Description:CONTRIBUTION RECEIVABLE BOY Amount:4329 EOY Amount:12656

Raw XML Appendix187 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KRISTIN SCHWERTNER
IRS990EZ/BooksInCareOfDetail/PhoneNum09725386856
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 FREEPORT PARKWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COPPELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075019
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0326665
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0210707
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt094568
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-107631
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt013280
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0330994
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0223363
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0184586
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt094568
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0INCOME TAX BASIS
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0330994
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0223363
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0330994
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0223363
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN MARAZIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTIN SCHWERTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE LIND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR/PRESIDENT start: 11/2020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04329
IRS990EZ/OtherAssetsTotalDetail/EOYAmt012656
IRS990EZ/OtherExpensesTotalAmt04333
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE DISASTER AND EMERGENCY HARDSHIP RELIEF TO PERSONS, INCLUDING EMPLOYEES OF THE CONTAINER STORE, INC. AND THEIR FAMILIES, AND TO ENGAGE IN OTHER CHARITABLE AND EDUCATIONAL PURPOSES, PROVIDED THAT SUCH PURPOSES OF THE CORPORATION ARE ONLY AS PERMITTED AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE CODE).
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EMERGENCY RELIEF - The organization provides grants to employees experiencing unforeseen emergencies like a major medical situation, a catastrophic event, or other grave challenges that they are not financially prepared to deal with.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0184586
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0184586
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AR
IRS990EZ/StatesWhereCopyOfReturnIsFldCd1CA
IRS990EZ/StatesWhereCopyOfReturnIsFldCd2CO
IRS990EZ/StatesWhereCopyOfReturnIsFldCd3DE
IRS990EZ/StatesWhereCopyOfReturnIsFldCd4DC
IRS990EZ/StatesWhereCopyOfReturnIsFldCd5FL
IRS990EZ/StatesWhereCopyOfReturnIsFldCd6GA
IRS990EZ/StatesWhereCopyOfReturnIsFldCd7IL
IRS990EZ/StatesWhereCopyOfReturnIsFldCd8KS
IRS990EZ/StatesWhereCopyOfReturnIsFldCd9MD
IRS990EZ/StatesWhereCopyOfReturnIsFldCd10MA
IRS990EZ/StatesWhereCopyOfReturnIsFldCd11MI
IRS990EZ/StatesWhereCopyOfReturnIsFldCd12MN
IRS990EZ/StatesWhereCopyOfReturnIsFldCd13MO
IRS990EZ/StatesWhereCopyOfReturnIsFldCd14NV
IRS990EZ/StatesWhereCopyOfReturnIsFldCd15NJ
IRS990EZ/StatesWhereCopyOfReturnIsFldCd16NM
IRS990EZ/StatesWhereCopyOfReturnIsFldCd17NY
IRS990EZ/StatesWhereCopyOfReturnIsFldCd18NC
IRS990EZ/StatesWhereCopyOfReturnIsFldCd19OH
IRS990EZ/StatesWhereCopyOfReturnIsFldCd20OK
IRS990EZ/StatesWhereCopyOfReturnIsFldCd21OR
IRS990EZ/StatesWhereCopyOfReturnIsFldCd22PA
IRS990EZ/StatesWhereCopyOfReturnIsFldCd23RI
IRS990EZ/StatesWhereCopyOfReturnIsFldCd24TN
IRS990EZ/StatesWhereCopyOfReturnIsFldCd25UT
IRS990EZ/StatesWhereCopyOfReturnIsFldCd26VA
IRS990EZ/StatesWhereCopyOfReturnIsFldCd27WA
IRS990EZ/StatesWhereCopyOfReturnIsFldCd28WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0202199
IRS990EZ/TotalProgramServiceExpensesAmt0184586
IRS990EZ/TotalRevenueAmt094568
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CONTAINERSTORE.COM/EMPLOYEEFIRSTFUND
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt094568
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0309229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt078037
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt090632
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0107491
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0679957
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65233
IRS990ScheduleA/PublicSupportPY170Pct00.66200
IRS990ScheduleA/PublicSupportTotal170Amt0443556
IRS990ScheduleA/SubstantialContributorsTotAmt0236401
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt094568
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0309229
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt078037
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt090632
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0107491
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0679957
IRS990ScheduleA/TotalSupportAmt0679957
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONEES NAME:EMERGENCY RELIEF TO INDIVIDUALS RELATIONSHIP:N/A PURPOSE OF PAYMENT:Grants are given to employees of the Container AMOUNT:184586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:BANK CHARGES Amount:768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:MANAGEMENT FEES Amount:2738
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:BUSINESS REGISTRATION FEES Amount:690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:MERCHANT ACCOUNT FEES Amount:137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:CONTRIBUTION RECEIVABLE BOY Amount:4329 EOY Amount:12656
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART II LINE 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN SCHWERTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09725386856
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Employee First Fund
ReturnHeader/Filer/BusinessNameControlTxt0EMPL
ReturnHeader/Filer/EIN0463353666
ReturnHeader/Filer/InCareOfNm0% KRISTIN SCHWERTNER
ReturnHeader/Filer/PhoneNum09725384578
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 Freeport Pkwy
ReturnHeader/Filer/USAddress/CityNm0Coppell
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075019
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014241 DALLAS PARKWAY SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075254
ReturnHeader/PreparerPersonGrp/PhoneNum09727028262
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeanette Verrelli
ReturnHeader/ReturnTs02022-05-09T17:01:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHWERTNER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings