Civic Intelligence

Growth and Opportunity Fund Inc

EIN 46-4605899 • 501(c)4 • Harrisburg, PA

Profile

Educating the public on importance of free enterprise, limited government and economic growth. Promotes policy solutions to create jobs. Responsibly develop energy resources and empower the private sector.

1426 N 3rd Street Suite 310Harrisburg, PA 17102
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

9th percentile

-86%

Higher net margin than 9% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

11th percentile

-85%

Faster asset growth than 11% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

39th percentile

-9.1%

Faster revenue growth than 39% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$3,913

Down $21,402 (-85%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$3,913

Down $21,402 (-85%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin9th percentile

Revenue

Down

$25,000

Down $2,500 (-9.1%) from 2022

Expenses

Up

$46,402

Up $16,266 (+54%) from 2022

Net Income

Down

-$21,402

Down $18,766 (-712%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2020: $86,982Liabilities 2020: $0Net Assets 2020: $86,9822020Assets 2021: $27,951Liabilities 2021: $0Net Assets 2021: $27,9512021Assets 2022: $25,315Liabilities 2022: $0Net Assets 2022: $25,3152022Assets 2023: $3,913Liabilities 2023: $0Net Assets 2023: $3,9132023

Highlighted filing

2023

Assets$3,913
Liabilities$0
Net Assets$3,913
Open 2023 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2020: $403,749Expenses 2020: $682,402Net Income 2020: -$278,6532020Revenue 2021: $70,000Expenses 2021: $129,031Net Income 2021: -$59,0312021Revenue 2022: $27,500Expenses 2022: $30,136Net Income 2022: -$2,6362022Revenue 2023: $25,000Expenses 2023: $46,402Net Income 2023: -$21,4022023

Highlighted filing

2023

Revenue$25,000
Expenses$46,402
Net Income-$21,402
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$3,913
Liabilities
$0
Net assets
$3,913
Revenue
$25,000
Expenses
$46,402
Net income
-$21,402
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$0.25$0.46$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.28$0.30$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.70$1.29$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$4.04$6.82$2.79
Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$27,500
Mission and Program Overview

Mission

Educating the public on importance of free enterprise, limited government & economic growth. Promotes policy solutions to create jobs. Responsibly develop energy resources and empower the private sector to move Pennsylvania forward.

Educating the public on importance of free enterprise, limited government and economic growth. Promotes policy solutions to create jobs. Responsibly develop energy resources and empower the private sector.

Program Services

DescriptionGrantsExpenses
Educating the public on the importance of free enterprise, limited government & economic growth. Promotes policy solutions to create jobs. Responsibly develop energy resources and empower the private sector to move Pennsylvania forward.$0$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jason KlipaPresident & Director-$0--
Pete GleasonDirector-$0--
AJ WinterExecutive Director-$0--
Jim D'InnocenzoDirector-$0--
Filing and Contact Details

Filer

Filer Name
Growth and Opportunity Fund Inc
EIN
46-4605899
Phone
7176021080
Address
1426 N 3rd Street Suite 310, Harrisburg, PA 17102

Signing Officer

Name
AJ Winter
Title
Executive Director
Phone
5706246097
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Embry Merritt Womack Nance PLLC
Address
201 E Main St Ste 1402, Lexington, KY 40507
Preparer
David Lycan
Phone
8595430453
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“This represents a refund of incurred expenses.”

Form 990-EZ, Part I, Line 10

“The corporation made a contribution to a 527 political organization.”

Form 990-EZ, Part I, Line 16

“$1,337 spent for insurance. $3,799 spent on event expenses.”

Raw XML Appendix146 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0AJ Winter
IRS990EZ/BooksInCareOfDetail/PhoneNum05706246097
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01426 N 3rd Street Suite 310
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Harrisburg
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017102
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027951
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025315
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt025000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt025000
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2636
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027951
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025315
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt027500
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027951
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025315
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027951
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025315
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jason Klipa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Pete Gleason
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AJ Winter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jim D'Innocenzo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt05136
IRS990EZ/OtherRevenueTotalAmt02500
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Educating the public on importance of free enterprise, limited government and economic growth. Promotes policy solutions to create jobs. Responsibly develop energy resources and empower the private sector.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educating the public on the importance of free enterprise, limited government & economic growth. Promotes policy solutions to create jobs. Responsibly develop energy resources and empower the private sector to move Pennsylvania forward.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt030136
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt027500
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0This represents a refund of incurred expenses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The corporation made a contribution to a 527 political organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2$1,337 spent for insurance. $3,799 spent on event expenses.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AJ Winter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05706246097
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Growth and Opportunity Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0GROW
ReturnHeader/Filer/EIN0464605899
ReturnHeader/Filer/PhoneNum07176021080
ReturnHeader/Filer/USAddress/AddressLine1Txt01426 N 3rd Street Suite 310
ReturnHeader/Filer/USAddress/CityNm0Harrisburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Embry Merritt Womack Nance PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 E Main St Ste 1402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lexington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040507
ReturnHeader/PreparerPersonGrp/PhoneNum08595430453
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Lycan
ReturnHeader/ReturnTs02023-11-14T14:44:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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