Civic Intelligence

Total Alignment Charitable Inc.

990 • Fiscal year 2017 • EIN 46-4188142

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization ProfileTOTALALIGNMENTCHARITABLE.ORG
C/O Law Office of Robert M Hayden PWashington, DC 20001

(202) 683-6807

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.00x

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

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Net Margin

34th percentile

-15%

Higher net margin than 34% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Asset Growth

64th percentile

7.2%

Faster asset growth than 64% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-97%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$2,559,953

Up $171,867 (+7.2%) from 2016

Net Assets

Up

$2,559,953

Up $171,867 (+7.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin34th percentile

Revenue

Down

$31,731

Down $965,916 (-97%) from 2016

Expenses

Up

$36,365

Up $36,340 (+145360%) from 2016

Net Income

Down

-$4,634

Down $1,002,256 (-100%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $2,189,585Liabilities 2015: $0Net Assets 2015: $2,189,5852015Assets 2016: $2,388,086Liabilities 2016: $0Net Assets 2016: $2,388,0862016Assets 2017: $2,559,953Liabilities 2017: $0Net Assets 2017: $2,559,9532017Assets 2018: $2,413,375Liabilities 2018: $0Net Assets 2018: $2,413,3752018Assets 2019: $2,771,435Liabilities 2019: $0Net Assets 2019: $2,771,4352019Assets 2020: $2,908,689Liabilities 2020: $0Net Assets 2020: $2,908,6892020Assets 2021: $3,059,313Liabilities 2021: $0Net Assets 2021: $3,059,3132021Assets 2022: $3,143,433Liabilities 2022: $0Net Assets 2022: $3,143,4332022Assets 2023: $3,215,647Liabilities 2023: $0Net Assets 2023: $3,215,6472023Assets 2024: $3,245,178Liabilities 2024: $0Net Assets 2024: $3,245,1782024

Highlighted filing

2017

Assets$2,559,953
Liabilities$0
Net Assets$2,559,953
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $2,189,063Expenses 2015: $0Net Income 2015: $2,189,0632015Revenue 2016: $997,647Expenses 2016: $25Net Income 2016: $997,6222016Revenue 2017: $31,731Expenses 2017: $36,365Net Income 2017: -$4,6342017Revenue 2018: $108,349Expenses 2018: $6,705Net Income 2018: $101,6442018Revenue 2019: $336,857Expenses 2019: $1,475Net Income 2019: $335,3822019Revenue 2020: $48,486Expenses 2020: $1,077Net Income 2020: $47,4092020Revenue 2021: $151,665Expenses 2021: $1,041Net Income 2021: $150,6242021Revenue 2022: $86,055Expenses 2022: $1,936Net Income 2022: $84,1192022Revenue 2023: $73,289Expenses 2023: $1,075Net Income 2023: $72,2142023Revenue 2024: $138,476Expenses 2024: $108,945Net Income 2024: $29,5312024

Highlighted filing

2017

Revenue$31,731
Expenses$36,365
Net Income-$4,634
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$31,731
Mission and Program Overview

Mission

To benefit the public by leveraging

To benefit the public by leveraging the financial planning skills, high net worth client relationships and other resources of volunteer financial planners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,366,677$1,744,127▼ $622,550
Cash and Non-Interest-Bearing Accounts$21,409$815,826▲ $794,417
Total Assets$2,388,086$2,559,953▲ $171,867
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,388,086$2,559,953▲ $171,867
Total Net Assets Fund Balance$2,388,086$2,559,953▲ $171,867
Total Liabilities and Net Assets / Fund Balance$2,388,086$2,559,953▲ $171,867
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Robert HaydenChairman
Dale LemastersDirector
Seth YerkDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$31,731
Other Revenue
$0
Change in Net Assets
$-4,634
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$35,000
Other Expenses$1,365
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$0$35,000$0$35,000
Fees for Services Accounting$0$600$0$600
Other Expenses$0$495$0$495
Total Functional Expenses$0$36,365$0$36,365
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
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
No
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
Filing and Contact Details

Filer

Filer Name
Total Alignment Charitable Inc
EIN
46-4188142
Phone
2026836807
Address
C/O Law Office of Robert M Hayden P, Washington, DC 20001

Signing Officer

Name
Robert Hayden
Title
Chairman of the Board
Phone
2026836807
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Hayden
Formed
2014
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
5

Preparer

Firm
Shane Mason CPA CFP
Address
27 Olive Street Ste 2RH 8, BROOKLYN, NY 11211
Preparer
Shane Mason
Phone
9178032640
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“VIA EMAIL”

Pt VI, Line 12C

“VIA BOARD MEETINGS”

Raw XML Appendix263 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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IRS990/FeesForServicesAccountingGrp/TotalAmt0600
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt031731
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02366677
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/NetAssetsOrFundBalancesEOYAmt02559953
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0Bank Fees
IRS990/OtherExpensesGrp/Desc1Dues & Subscriptions
IRS990/OtherExpensesGrp/Desc2Computer Hardware
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IRS990/OtherExpensesGrp/FundraisingAmt10
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IRS990/PrincipalOfficerNm0ROBERT HAYDEN
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IRS990/ReportLandBuildingEquipmentInd0false
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ReturnHeader/FilingSecurityInformation/IPTm009:21:51
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027 Olive Street Ste 2RH 8
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKLYN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011211
ReturnHeader/PreparerPersonGrp/PhoneNum09178032640
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANE MASON
ReturnHeader/ReturnTs02018-11-15T09:22:04-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,559,953
Liabilities
$0
Net assets
$2,559,953
Revenue
$31,731
Expenses
$36,365
Net income
-$4,634
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.00$3.25$0.14$0.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.07$0.00$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.09$0.00$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.15$0.00$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.05$0.00$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.34$0.00$0.34
2018Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.11$0.01$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.03$0.04$0.00
2016Summary only. Only limited summary data is available for this year.$2.39$0.00$2.39$1.00$0.00$1.00
2015Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$2.19$0.00$2.19