Civic Intelligence

First Connections for Early Success

990 • Fiscal year 2017 • EIN 47-2749435

Jul 01, 2016 to Jun 30, 2017 • Filed on May 12, 2018

209 E Cawson StreetHopewell, VA 23860

(804) 458-6329

Siviq Scores

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

Liabilities / Assets

81st percentile

0.15x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k 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 • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

84th percentile

51%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

-3.6%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$213,816

Up $72,470 (+51%) from 2016

Net Assets

Up

$182,162

Up $79,903 (+78%) from 2016

Liabilities

Down

$31,654

Down $7,433 (-19%) from 2016

Revenue

Down

$405,410

Down $15,016 (-3.6%) from 2016

Expenses

Up

$325,507

Up $7,340 (+2.3%) from 2016

Net Income

Down

$79,903

Down $22,356 (-22%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2016: $141,346Liabilities 2016: $39,087Net Assets 2016: $102,2592016Assets 2017: $213,816Liabilities 2017: $31,654Net Assets 2017: $182,1622017Assets 2018: $259,442Liabilities 2018: $8,159Net Assets 2018: $251,2832018Assets 2019: $213,331Liabilities 2019: $5,514Net Assets 2019: $207,8172019Assets 2020: $202,130Liabilities 2020: $5,815Net Assets 2020: $196,3152020Assets 2021: $309,133Liabilities 2021: $113,443Net Assets 2021: $195,6902021Assets 2022: $151,064Liabilities 2022: $8,483Net Assets 2022: $142,5812022Assets 2023: $229,629Liabilities 2023: $8,262Net Assets 2023: $221,3672023Assets 2024: $164,599Liabilities 2024: $5,881Net Assets 2024: $158,7182024

Highlighted filing

2017

Assets$213,816
Liabilities$31,654
Net Assets$182,162

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2016: $420,426Expenses 2016: $318,167Net Income 2016: $102,2592016Revenue 2017: $405,410Expenses 2017: $325,507Net Income 2017: $79,9032017Revenue 2018: $332,933Expenses 2018: $263,812Net Income 2018: $69,1212018Revenue 2019: $262,413Expenses 2019: $305,879Net Income 2019: -$43,4662019Revenue 2020: $349,248Expenses 2020: $360,750Net Income 2020: -$11,5022020Revenue 2021: $1,803,805Expenses 2021: $1,804,430Net Income 2021: -$6252021Revenue 2022: $865,017Expenses 2022: $918,126Net Income 2022: -$53,1092022Revenue 2023: $526,700Expenses 2023: $447,914Net Income 2023: $78,7862023Revenue 2024: $346,898Expenses 2024: $409,547Net Income 2024: -$62,6492024

Highlighted filing

2017

Revenue$405,410
Expenses$325,507
Net Income$79,903
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 12, 2018
Return Version
2016v3.1
Gross Receipts
$405,410
Mission and Program Overview

Mission

To assure that all children living in the geopgraphic area in the commonwealth of va that includes city of hopewell, prince george county, sussex county, dinwiddie county, surry county, greensville county, and the city of emporia, receive the best quality early childhood education and are prepared academically, emotionally, socially, physically, and mentally for kindergarten.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$120,368$155,941▲ $35,573
Pledges and Grants Receivable$15,000$57,875▲ $42,875
Accounts Receivable$5,978--
Total Assets$141,346$213,816▲ $72,470
Liabilities
Accounts Payable and Accrued Expenses$39,087$31,654▼ $7,433
Total Liabilities$39,087$31,654▼ $7,433
Net Assets / Fund Balance
Unrestricted Net Assets$102,259$182,162▲ $79,903
Total Net Assets Fund Balance$102,259$182,162▲ $79,903
Total Liabilities and Net Assets / Fund Balance$141,346$213,816▲ $72,470
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kari WestonPresident
Angela WilsonDirector
Dr Kim EvansDirector
Ed DaleyDirector
Jim ScruggsDirector
John HoltkampDirector
Lee MahaneyDirector
Lisa WinfieldDirector
Ray SpicerDirector
Rev Marcus CampbellDirector
Robert HamlinDirector
Rose MastraccoDirector
Rufus TylerDirector
Shel DouglasDirector
Tonjia MccollumDirector
Serbrenia SimsOfficer
Lisa PennycuffVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$256,956
Program Service Revenue
$148,365
Investment Income
$89
Other Revenue
$0
All Other Contributions
$256,956
Change in Net Assets
$79,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$227,440
Salaries, Compensation, and Employee Benefits$98,067
Total Fundraising Expense$14,915
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$139,022$3,500-$142,522
Other Salaries and Wages$52,138$15,186$12,076$79,400
All Other Expenses$10,607$768-$11,375
Travel$10,542--$10,542
Other Employee Benefits$6,171$1,797$1,429$9,397
Payroll Taxes$4,200$1,223$973$6,396
Other Expenses$5,093--$5,093
Office Expenses$486$2,640-$3,126
Pension Plan Contributions$1,887$550$437$2,874
Fees for Services Accounting-$2,300-$2,300
Fees for Services Legal-$1,225-$1,225
Insurance-$614-$614
Advertising-$80-$80
Total Functional Expenses$280,709$29,883$14,915$325,507
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

A copy of the 990 is provided to the board prior to remittance.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Smart Beginnings Southeast
EIN
47-2749435
Phone
8044586329
Address
209 E CAWSON STREET, HOPEWELL, VA 23860

Signing Officer

Name
Kari Weston
Title
President
Phone
8044586329
Signed
2018-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kari Weston
Formed
2015
Legal Domicile
Va
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Firm
J Brocklehurst CPA Pllc
Address
3900 WESTERRE PARKWAY SUITE 300, RICHMOND, VA 23233
Preparer
Janet L Brocklehurst
Phone
8047270120
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To assure that all children living in the geopgraphic area in the commonwealth of va that includes city of hopewell, prince george county, sussex county, dinwiddie county, surry county, greensville county, and the city of emporia, receive the best quality early childhood education and are prepared academically, emotionally, socially, physically, and mentally for kindergarten.

Form 990, Part V

All employees are paid employees of the appomattox regional library. All payroll expenses are reimbursed to the library. The w2s and all payroll filings are part of the library payroll reporting. All contractor form 1099s are also filed as part of the library filing. As a result, smart beginnings southeast had no separate filings for w2s or 1099s.

Form 990, Part IX, Line 11G

Contract services - vsqi 80,647 0 0 contract services - cda 17,430 0 0 contract services - als pals 16,150 0 0 contract services - asq 995 0 0 contract serv - coll to sch 10,660 0 0 consultants - other 13,140 3,500 0 total 139,022 3,500 0

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IRS990/OtherExpensesGrp/Desc1MARKETING - DIGITAL
IRS990/OtherExpensesGrp/Desc2TRAINING AND WORKSHOPS
IRS990/OtherExpensesGrp/Desc3TUITION-COLLEGE TO SCH
IRS990/OtherExpensesGrp/ProgramServicesAmt031088
IRS990/OtherExpensesGrp/ProgramServicesAmt111779
IRS990/OtherExpensesGrp/ProgramServicesAmt27696
IRS990/OtherExpensesGrp/ProgramServicesAmt35093
IRS990/OtherExpensesGrp/TotalAmt031088
IRS990/OtherExpensesGrp/TotalAmt111779
IRS990/OtherExpensesGrp/TotalAmt27696
IRS990/OtherExpensesGrp/TotalAmt35093
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt012076
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015186
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt052138
IRS990/OtherSalariesAndWagesGrp/TotalAmt079400
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0973
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01223
IRS990/PayrollTaxesGrp/ProgramServicesAmt04200
IRS990/PayrollTaxesGrp/TotalAmt06396
IRS990/PensionPlanContributionsGrp/FundraisingAmt0437
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0550
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01887
IRS990/PensionPlanContributionsGrp/TotalAmt02874
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt015000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt057875
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KARI WESTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0VA STAR QUALITY INITIATIVE
IRS990/ProgramServiceRevenueGrp/Desc1AL'S PALS PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2CDA APPLICATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0119871
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt128319
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2175
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0119871
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt128319
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2175
IRS990/ProgSrvcAccomActy2Grp/Desc0PROMOTE QUALITY EARLY CHILDHOOD CARE AND EDUCATION THROUGH THE VIRGINIA STAR QUALITY INITIATIVE (VSQI). THE VSQI AWARDS PROGRAMS ONE TO FIVE STAR LEVELS OF INCEASING QUALITY. AFTER RECEIVING AN INITIAL RATING, PROGRAMS ARE GIVEN TOOLS TO IMPROVE THEIR QUALITY THROUGH MENTORING AND OTHER ASSISTANCE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0115861
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0119871
IRS990/ProgSrvcAccomActy3Grp/Desc0ALS PALS IS A COMPREHENSIVE CURRICULUM AND TEACHER TRAINING PROGRAM THAT DEVELOPS SOCIAL-EMOTIONAL SKILLS, SELF-CONTROL, PROBLEM-SOLVING ABILITIES, AND HEALTHY DECISION-MAKING IN CHILDREN.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt023936
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt028319
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0252818
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt046
IRS990/PYOtherExpensesAmt0216496
IRS990/PYProgramServiceRevenueAmt0167562
IRS990/PYRevenuesLessExpensesAmt0102259
IRS990/PYSalariesCompEmpBnftPaidAmt0101671
IRS990/PYTotalExpensesAmt0318167
IRS990/PYTotalRevenueAmt0420426
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt079903
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0175
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0256956
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0252818
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0509774
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt089
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt046
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0135
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0315927
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0404972
IRS990ScheduleA/SubstantialContributorsTotAmt0104802
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0256956
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0252818
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0509774
IRS990ScheduleA/TotalSupportAmt0509909
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
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO ASSURE THAT ALL CHILDREN LIVING IN THE GEOPGRAPHIC AREA IN THE COMMONWEALTH OF VA THAT INCLUDES CITY OF HOPEWELL, PRINCE GEORGE COUNTY, SUSSEX COUNTY, DINWIDDIE COUNTY, SURRY COUNTY, GREENSVILLE COUNTY, AND THE CITY OF EMPORIA, RECEIVE THE BEST QUALITY EARLY CHILDHOOD EDUCATION AND ARE PREPARED ACADEMICALLY, EMOTIONALLY, SOCIALLY, PHYSICALLY, AND MENTALLY FOR KINDERGARTEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL EMPLOYEES ARE PAID EMPLOYEES OF THE APPOMATTOX REGIONAL LIBRARY. ALL PAYROLL EXPENSES ARE REIMBURSED TO THE LIBRARY. THE W2S AND ALL PAYROLL FILINGS ARE PART OF THE LIBRARY PAYROLL REPORTING. ALL CONTRACTOR FORM 1099S ARE ALSO FILED AS PART OF THE LIBRARY FILING. AS A RESULT, SMART BEGINNINGS SOUTHEAST HAD NO SEPARATE FILINGS FOR W2S OR 1099S.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE 990 IS PROVIDED TO THE BOARD PRIOR TO REMITTANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRACT SERVICES - VSQI 80,647 0 0 CONTRACT SERVICES - CDA 17,430 0 0 CONTRACT SERVICES - ALS PALS 16,150 0 0 CONTRACT SERVICES - ASQ 995 0 0 CONTRACT SERV - COLL TO SCH 10,660 0 0 CONSULTANTS - OTHER 13,140 3,500 0 TOTAL 139,022 3,500 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART V
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0141346
IRS990/TotalAssetsEOYAmt0213816
IRS990/TotalAssetsGrp/BOYAmt0141346
IRS990/TotalAssetsGrp/EOYAmt0213816
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0256956
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt014915
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029883
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0280709
IRS990/TotalFunctionalExpensesGrp/TotalAmt0325507
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt039087
IRS990/TotalLiabilitiesEOYAmt031654
IRS990/TotalLiabilitiesGrp/BOYAmt039087
IRS990/TotalLiabilitiesGrp/EOYAmt031654
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0102259
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0182162
IRS990/TotalProgramServiceExpensesAmt0280709
IRS990/TotalProgramServiceRevenueAmt0148365
IRS990/TotalRevenueGrp/ExclusionAmt089
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0148365
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0405410
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0141346
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0213816
IRS990/TravelGrp/ProgramServicesAmt010542
IRS990/TravelGrp/TotalAmt010542
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0102259
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0182162
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0209 E CAWSON ST
IRS990/USAddress/CityNm0HOPEWELL
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd023860
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0WWW.SMARTBEGINNINGSSE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z

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