Civic Intelligence

Identity Mission

990 • Fiscal year 2020 • EIN 47-3061155

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

2246 Lincolnton HwyCherryville, NC 28021

(240) 405-2838

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

2020 filings • NTEE Q • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.00x

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

2020 filings • NTEE Q • <$500k nonprofits • Source year 2020

Net Margin

56th percentile

7.4%

Higher net margin than 56% of similar nonprofits.

2020 filings • NTEE Q • <$500k nonprofits • Source year 2020

Top Officer Pay

90th percentile

$31,583

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2020 filings • NTEE Q • <$500k nonprofits • Source year 2020

Asset Growth

75th percentile

48%

Faster asset growth than 75% of similar nonprofits.

2020 filings • NTEE Q • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

61st percentile

-1.3%

Faster revenue growth than 61% of similar nonprofits.

2020 filings • NTEE Q • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$80,081

Up $25,906 (+48%) from 2019

Net Assets

Up

$80,081

Up $26,625 (+50%) from 2019

Liabilities

Down

$0

Down $719 (-100%) from 2019

Revenue

Down

$358,978

Down $4,886 (-1.3%) from 2019

Expenses

Down

$332,353

Down $84,914 (-20%) from 2019

Net Income

Up

$26,625

Up $80,028 (+150%) from 2019

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2015: $1,507Net Assets 2015: $1,5072015Assets 2016: $27,371Net Assets 2016: $27,3712016Assets 2017: $65,454Net Assets 2017: $65,4542017Assets 2018: $107,707Liabilities 2018: $848Net Assets 2018: $106,8592018Assets 2019: $54,175Liabilities 2019: $719Net Assets 2019: $53,4562019Assets 2020: $80,081Liabilities 2020: $0Net Assets 2020: $80,0812020Assets 2021: $31,571Liabilities 2021: $0Net Assets 2021: $31,5712021Assets 2022: $33,609Liabilities 2022: $0Net Assets 2022: $33,6092022Assets 2023: $80,822Liabilities 2023: $14,454Net Assets 2023: $66,3682023Assets 2024: $193,776Liabilities 2024: $4,462Net Assets 2024: $189,3142024

Highlighted filing

2020

Assets$80,081
Liabilities$0
Net Assets$80,081

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2015: $94,393Expenses 2015: $92,886Net Income 2015: $1,5072015Revenue 2016: $146,628Expenses 2016: $120,764Net Income 2016: $25,8642016Revenue 2017: $136,622Expenses 2017: $136,035Net Income 2017: $5872017Revenue 2018: $289,564Expenses 2018: $248,159Net Income 2018: $41,4052018Revenue 2019: $363,864Expenses 2019: $417,267Net Income 2019: -$53,4032019Revenue 2020: $358,978Expenses 2020: $332,353Net Income 2020: $26,6252020Revenue 2021: $265,341Expenses 2021: $313,438Net Income 2021: -$48,0972021Revenue 2022: $279,399Expenses 2022: $277,361Net Income 2022: $2,0382022Revenue 2023: $326,517Expenses 2023: $293,758Net Income 2023: $32,7592023Revenue 2024: $389,949Expenses 2024: $267,894Net Income 2024: $122,0552024

Highlighted filing

2020

Revenue$358,978
Expenses$332,353
Net Income$26,625
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$358,978
Mission and Program Overview

Mission

Providing support to vulnerable children by providing family-based care solutions alongside the local church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$54,175$80,081▲ $25,906
Total Assets$54,175$80,081▲ $25,906
Liabilities
Other Liabilities$719--
Total Liabilities$719$0▼ $719
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$53,456$80,081▲ $26,625
Total Net Assets Fund Balance$53,456$80,081▲ $26,625
Total Liabilities and Net Assets / Fund Balance$54,175$80,081▲ $25,906
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Tara Boshart GarciaPresidentFT$31,583$31,583
Jorge GarciaHonduras NatFT$10,979$10,979

Board Members and Trustees

NameTitle
Grant MostellerAdvisor
Kevin GoodwinAdvisor
Matt ZehrAdvisor
Terry HueyAdvisor
Joan HueySecretary
Brannon CatheyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$358,964
Program Service Revenue
$0
Investment Income
$14
Other Revenue
$0
All Other Contributions
$348,964
Change in Net Assets
$26,625
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$137,536
Other Expenses$134,340
Grants and Similar Amounts Paid$60,477
Total Fundraising Expense$8,947
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$70,726$11,898$8,447$91,071
Foreign Grants$60,477--$60,477
Current Officers, Directors, Trustees, and Key Employees$10,979$31,583-$42,562
Travel$13,534$369-$13,903
Office Expenses-$11,003$500$11,503
Occupancy-$10,304-$10,304
Payroll Taxes-$3,903-$3,903
Fees for Services Other-$2,684-$2,684
Fees for Services Accounting-$2,550-$2,550
Insurance$1,183--$1,183
Information Technology$597$466-$1,063
Conferences and Meetings-$908-$908
Other Expenses$302$190-$492
All Other Expenses$242--$242
Total Functional Expenses$243,068$80,338$8,947$332,353
International Activity

International Summary

Offices
2
Employees
7
Spending
$60,477

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanProgram ServicesSupport Services27$60,477
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
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
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 2

Tara garcia jorge garcia president director spouses

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

Form 990 emailed out to all directors for review.

Form 990, Page 6, Part VI, Line 19

Documents available to public upon request.

Filing and Contact Details

Filer

Filer Name
Identity Mission
EIN
47-3061155
Phone
2404052838
Address
2246 LINCOLNTON HWY, CHERRYVILLE, NC 28021

Signing Officer

Name
Tara Boshart Garcia
Title
President
Phone
2404052838
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tara Boshart Garcia
Formed
2015
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
3

Preparer

Firm
Lawrence & Philippe Cpas Pllc
Address
5564 WOODLAWN AVE, LOWVILLE, NY 13367-1400
Preparer
Emily J Philippe
Phone
3153766518
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalEmployeesCnt07
IRS990ScheduleF/SubtotalOfficesCnt02
IRS990ScheduleF/SubtotalSpentAmt060477
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0THE GRANTS AVAILABLE ARE DEFINED AT THE BEGINNING OF THE YEAR AND INCLUDED IN THE BUDGET. THE NATIONAL DIRECTOR AND FAMILY PRESERVATION DIRECTOR DECIDE IF A NEW FAMILY IN NEED CAN START GETTING A GRANT. SOME ASSISTANCE IS OFFERED TEMPORARILY AND TO COVER EMERGENCIES DURING THE PROCESS OF CONFIRMING THE FAMILY'S COMMITMENT TO THE ORGANIZATION'S RECOMMENDATIONS, WHICH LASTS APPROXIMATELY SIX MONTHS. AFTER THIS TIME, THE FAMILY IS THEN ACCEPTED FULLY INTO THE PROGRAM AND A PLAN IS DEFINED TO ALLOW THE FAMILY TO "GRADUATE" BY BEING SUSTAINABLE.THE FAMILY PRESERVATION STAFF AND CASE WORKERS VISIT THE FAMILIES MONTHLY TO MONITOR EVERYTHING, INCLUDING APPROPRIATE USE OF SUBSIDIES.
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt1CENTRAL AMERICA AND THE CARIBBEAN 60,477 0
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 1, PART I, LINE 2
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE F, PAGE 1, PART I, LINE 3
IRS990ScheduleF/TotalEmployeeCnt07
IRS990ScheduleF/TotalOfficeCnt02
IRS990ScheduleF/TotalSpentAmt060477
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TARA GARCIA JORGE GARCIA PRESIDENT DIRECTOR SPOUSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 EMAILED OUT TO ALL DIRECTORS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS AVAILABLE TO PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt054175
IRS990/TotalAssetsEOYAmt080081
IRS990/TotalAssetsGrp/BOYAmt054175
IRS990/TotalAssetsGrp/EOYAmt080081
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0358964
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt08947
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt080338
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0243068
IRS990/TotalFunctionalExpensesGrp/TotalAmt0332353
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0719
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0719
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt053456
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt080081
IRS990/TotalProgramServiceExpensesAmt0243068
IRS990/TotalReportableCompFromOrgAmt042562
IRS990/TotalRevenueGrp/ExclusionAmt014
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0358978
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt054175
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt080081
IRS990/TravelGrp/ManagementAndGeneralAmt0369
IRS990/TravelGrp/ProgramServicesAmt013534
IRS990/TravelGrp/TotalAmt013903
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.IDENTITYMISSION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TARA BOSHART GARCIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02404052838
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IDENTITY MISSION
ReturnHeader/Filer/BusinessNameControlTxt0IDEN
ReturnHeader/Filer/EIN0473061155
ReturnHeader/Filer/PhoneNum02404052838
ReturnHeader/Filer/USAddress/AddressLine1Txt02246 LINCOLNTON HWY
ReturnHeader/Filer/USAddress/CityNm0CHERRYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028021
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0852083393
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAWRENCE & PHILIPPE CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05564 WOODLAWN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOWVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0133671400
ReturnHeader/PreparerPersonGrp/PhoneNum03153766518
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMILY J PHILIPPE
ReturnHeader/ReturnTs02021-11-15T14:34:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOSHART GARCIA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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