Civic Intelligence

Employee First Fund

990EZ • Fiscal year 2024 • EIN 46-3353666

Jan 01, 2024 to Dec 31, 2024 • Filed on May 12, 2025

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

76th percentile

0.06x

Higher debt load relative to assets than 76% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

47th percentile

1.8%

Higher net margin than 47% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

53rd percentile

2.5%

Faster asset growth than 53% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

-1.0%

Faster revenue growth than 44% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$91,194

Up $2,219 (+2.5%) from 2023

Net Assets

Up

$85,594

Up $2,219 (+2.7%) from 2023

Liabilities

Flat

$5,600

Flat from 2023

Revenue

Down

$120,697

Down $1,262 (-1.0%) from 2023

Expenses

Down

$118,478

Down $63,033 (-35%) from 2023

Net Income

Up

$2,219

Up $61,771 (+104%) from 2023

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

2024

Assets$91,194
Liabilities$5,600
Net Assets$85,594

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

2024

Revenue$120,697
Expenses$118,478
Net Income$2,219
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$120,697
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.$100,571$100,571
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John MarazioChair-$0--
KRISTIN SCHWERTNERTreasurer-$0--
STEPHANIE LINDSecretaryPT$0--
LaTisha BrandonPresident-$0--
Jackie HarperVice President-$0--
Filing and Contact Details

Filer

Filer Name
Employee First Fund
EIN
46-3353666
Phone
9725384578
Address
500 Freeport Pkwy, Coppell, TX 75019

Signing Officer

Name
Kristin Schwertner
Title
Treasurer
Phone
9725386856
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
14221 Dallas Parkway Suite 400, Dallas, TX 75254
Preparer
Jeanette Verrelli
Phone
9727028262
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10 Grants Paid

Activity:;grantee name:emergency relief to individuals;grantee address: , , none, , us;amount:100571;relationship:n/a;

Form 990-EZ, Part I, Line 16 Other Expenses

Management fees - 34; business registration fees - 3051; bank charges - 122;

Form 990-EZ, Part II, Line 24B Other Assets

Contribution receivable - boy:14793,eoy:23794;

Form 990-EZ, Part II, Line 26B Total Liabilities

Accounts payable - boy:5600,eoy:5600;

Form 990-EZ, Part III, Exempt Purpose PRIMARY EXEMPT PURPOSE

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).

Form 990EZ, Part III, Line 28 DESCRIPTION OF OTHER PROGRAM SERVICES

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.

Form 990-EZ, Part V, Line 41 STATES WITH WHICH A COPY OF THIS FORM 990EZ IS REQUIRED TO BE FILED

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Raw XML Appendix205 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09725386856
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COPPELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075019
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IRS990EZ/LoansToFromOfficersAmt00
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John Marazio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTIN SCHWERTNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE LIND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LaTisha Brandon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jackie Harper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014793
IRS990EZ/OtherAssetsTotalDetail/EOYAmt023794
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03207
IRS990EZ/OtherRevenueTotalAmt00
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/GrantsAndAllocationsAmt0100571
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0100571
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd18OH
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05600
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05600
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0118478
IRS990EZ/TotalProgramServiceExpensesAmt0100571
IRS990EZ/TotalRevenueAmt0120697
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CONTAINERSTORE.COM/EMPLOYEEFIRSTFUND
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION - OTHER INCOME, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 20.0, COLUMN E - , COLUMN F - 20.0;
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10 Other Income
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY:;GRANTEE NAME:EMERGENCY RELIEF TO INDIVIDUALS;GRANTEE ADDRESS: , , NONE, , US;AMOUNT:100571;RELATIONSHIP:N/A;
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT FEES - 34; BUSINESS REGISTRATION FEES - 3051; BANK CHARGES - 122;
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONTRIBUTION RECEIVABLE - BOY:14793,EOY:23794;
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE - BOY:5600,EOY:5600;
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO 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).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EMERGENCY 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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24b Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26b Total Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part III, Exempt Purpose PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part III, Line 28 DESCRIPTION OF OTHER PROGRAM SERVICES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part V, Line 41 STATES WITH WHICH A COPY OF THIS FORM 990EZ IS REQUIRED TO BE FILED
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN SCHWERTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09725386856
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Employee First Fund
ReturnHeader/Filer/BusinessNameControlTxt0EMPL
ReturnHeader/Filer/EIN0463353666
ReturnHeader/Filer/PhoneNum09725384578
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 Freeport Pkwy
ReturnHeader/Filer/USAddress/CityNm0Coppell
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075019
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Forvis Mazars LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014221 Dallas Parkway Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075254
ReturnHeader/PreparerPersonGrp/PhoneNum09727028262
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeanette Verrelli
ReturnHeader/ReturnTs02025-05-12T14:20:30+00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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