Civic Intelligence

Positive Paths

990 • Fiscal year 2023 • EIN 46-4943070

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 22, 2023

1550 S Alma School RoadMesa, AZ 85210

(480) 788-0615

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

69th percentile

15%

Faster asset growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-15%

Faster revenue growth than 29% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$351,558

Up $46,708 (+15%) from 2022

Net Assets

Up

$351,558

Up $46,708 (+15%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$196,368

Down $33,623 (-15%) from 2022

Expenses

Up

$149,660

Up $26 (+0.0%) from 2022

Net Income

Down

$46,708

Down $33,649 (-42%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $48,349Liabilities 2014: $0Net Assets 2014: $48,3492014Assets 2015: $69,844Liabilities 2015: $0Net Assets 2015: $69,8442015Assets 2016: $123,830Liabilities 2016: $0Net Assets 2016: $123,8302016Assets 2017: $184,444Liabilities 2017: $0Net Assets 2017: $184,4442017Assets 2018: $193,285Liabilities 2018: $0Net Assets 2018: $193,2852018Assets 2019: $251,357Liabilities 2019: $0Net Assets 2019: $251,3572019Assets 2020: $233,924Liabilities 2020: $6,500Net Assets 2020: $227,4242020Assets 2021: $224,493Liabilities 2021: $0Net Assets 2021: $224,4932021Assets 2022: $304,850Liabilities 2022: $0Net Assets 2022: $304,8502022Assets 2023: $351,558Liabilities 2023: $0Net Assets 2023: $351,5582023Assets 2024: $444,238Liabilities 2024: $0Net Assets 2024: $444,2382024

Highlighted filing

2023

Assets$351,558
Liabilities$0
Net Assets$351,558

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2014: $60,175Expenses 2014: $11,826Net Income 2014: $48,3492014Revenue 2015: $56,503Expenses 2015: $35,008Net Income 2015: $21,4952015Revenue 2016: $108,140Expenses 2016: $54,154Net Income 2016: $53,9862016Revenue 2017: $100,054Expenses 2017: $39,440Net Income 2017: $60,6142017Revenue 2018: $139,034Expenses 2018: $130,193Net Income 2018: $8,8412018Revenue 2019: $163,412Expenses 2019: $105,340Net Income 2019: $58,0722019Revenue 2020: $69,519Expenses 2020: $93,452Net Income 2020: -$23,9332020Revenue 2021: $112,244Expenses 2021: $115,175Net Income 2021: -$2,9312021Revenue 2022: $229,991Expenses 2022: $149,634Net Income 2022: $80,3572022Revenue 2023: $196,368Expenses 2023: $149,660Net Income 2023: $46,7082023Revenue 2024: $217,160Expenses 2024: $124,480Net Income 2024: $92,6802024

Highlighted filing

2023

Revenue$196,368
Expenses$149,660
Net Income$46,708
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 22, 2023
Return Version
2022v5.0
Gross Receipts
$255,963
Mission and Program Overview

Mission

The organization supports east valley women in need by providing life-bridge to economic stability, personal growth and professional achievement. This is done through mentorship programs, scholarships and supportive services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$334,180-
Cash and Non-Interest-Bearing Accounts$304,100$16,628▼ $287,472
Total Assets$304,850$351,558▲ $46,708
Other Assets Total$750$750→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$304,850$351,558▲ $46,708
Total Net Assets Fund Balance$304,850$351,558▲ $46,708
Total Liabilities and Net Assets / Fund Balance$304,850$351,558▲ $46,708
Compensation and Service Providers

Board Members and Trustees

NameTitle
Maria HessePast President
Sandy HudsonPresident
Cherri MarreseVice President
Andrea JohnsonDirector
Denise HayesDirector
Donna GolubDirector
Imelda CastroDirector
Jackie OrcuttDirector
Jenna KahlDirector
Jenni KilpatrickDirector
Julia MarreelDirector
Kim MoyersDirector
Lacinda LewisDirector
Rhonda CurtisDirector
Caryn GoseDirector-emeritis
Janice ParkerDirector-emeritis
Kathleen DowlerDirector-emeritis
Doreen CottSecretary
Joyce MckinneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$158,823
Program Service Revenue
$0
Investment Income
$4,180
Other Revenue
$33,365
All Other Contributions
$24,087
Change in Net Assets
$46,708
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$82,539
Salaries, Compensation, and Employee Benefits$43,075
Other Expenses$24,046
Total Fundraising Expense$2,201
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$82,539--$82,539
Current Officers, Directors, Trustees, and Key Employees$34,012$4,001$2,001$40,014
Occupancy$8,750$0$0$8,750
Conferences and Meetings$5,407$0$0$5,407
Information Technology$2,438$1,416$0$3,854
Insurance$803$2,307$47$3,157
Payroll Taxes$2,602$306$153$3,061
Fees for Services Accounting$0$1,652$0$1,652
Office Expenses$0$749$0$749
Advertising$0$293$0$293
Other Expenses$0$184$0$184
Total Functional Expenses$136,551$10,908$2,201$149,660
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$92,960
Fundraising Direct Expenses$59,595
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Night of Heros Gala$189,498$75,330$14,010$61,320
Golf Tournament$29,725$17,630$4,633$12,997
Total Events$219,223$92,960$59,595$33,365
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
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
Positive Paths
EIN
46-4943070
Phone
4807880615
Address
1550 S ALMA SCHOOL ROAD, MESA, AZ 85210

Signing Officer

Name
Cherri Marrese
Title
President
Phone
4807880615
Signed
2023-11-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cherri Marrese
Formed
2014
Legal Domicile
Az
Voting Board Members
16
Independent Board Members
16
Employees
1
Volunteers
60

Preparer

Firm
T Carmichael Pc
Address
421 E UNIVERSITY DR, MESA, AZ 85203
Preparer
Theresa a Carmichael
Phone
4806499550
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

An officer will perform a detailed review of the tax return. Each member of the board of directors will receive a copy of the tax return for approval.

Pt VI, Line 12C

An annual commitment statement is signed by each member each member must recuse themselves from voting on any item that could be a conflict of interest throughout the year.

Pt VI, Line 19

All important documents will be available upon request.

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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT
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