Civic Intelligence

Bailes Consulting Services Inc

EIN 47-4791526 • 501(c)3 • Bradenton, FL

Profile

To help individuals find passion and purpose thru employment and housing.

2506 12th Ave WestBradenton, FL 34203

www.bailesconsulting.org

Siviq Scores

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

Liabilities / Assets

88th percentile

0.57x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

0.54x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$63,985

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

94th percentile

125%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

16%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$872,716

Up $484,335 (+125%) from 2022

Liabilities

Up

$497,716

Up $387,716 (+352%) from 2022

Net Assets

Up

$375,000

Up $96,619 (+35%) from 2022

Revenue

Up

$916,644

Up $129,555 (+16%) from 2022

Expenses

Up

$817,255

Up $188,385 (+30%) from 2022

Net Income

Down

$99,389

Down $58,830 (-37%) from 2022

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2017: $6,238Liabilities 2017: $02017Assets 2018: $59,278Liabilities 2018: $02018Assets 2019: $39,275Liabilities 2019: $39,275Net Assets 2019: $02019Assets 2020: $346,203Liabilities 2020: $110,000Net Assets 2020: $236,2032020Assets 2021: $362,587Liabilities 2021: $110,000Net Assets 2021: $252,5872021Assets 2022: $388,381Liabilities 2022: $110,000Net Assets 2022: $278,3812022Assets 2023: $872,716Liabilities 2023: $497,716Net Assets 2023: $375,0002023

Highlighted filing

2023

Assets$872,716
Liabilities$497,716
Net Assets$375,000

Operations Trend

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

$1.0M$500K$0Revenue 2017: $101,732Expenses 2017: $95,493Net Income 2017: $6,2392017Revenue 2018: $292,762Expenses 2018: $233,486Net Income 2018: $59,2762018Revenue 2019: $658,001Expenses 2019: $658,001Net Income 2019: $02019Revenue 2020: $697,276Expenses 2020: $641,174Net Income 2020: $56,1022020Revenue 2021: $584,193Expenses 2021: $501,541Net Income 2021: $82,6522021Revenue 2022: $787,089Expenses 2022: $628,870Net Income 2022: $158,2192022Revenue 2023: $916,644Expenses 2023: $817,255Net Income 2023: $99,3892023

Highlighted filing

2023

Revenue$916,644
Expenses$817,255
Net Income$99,389

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 4, 2024
Return Version
2023v6.0
Gross Receipts
$916,644
Mission and Program Overview

Mission

To help individuals find passion and purpose thru employment and housing.

Help people find passion and purpose thru employment and housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$239,000$375,000▲ $136,000
Savings and Temporary Cash Investments$0$200,000▲ $200,000
Rtn Earn Endowment Incm Other Fnds$129,000$200,000▲ $71,000
Other Notes and Loans Receivable, Net$0$150,000▲ $150,000
Cash and Non-Interest-Bearing Accounts$149,381$147,716▼ $1,665
Cap Stk Tr Prin Current Funds$149,381$147,715▼ $1,666
Pd in Cap Srpls Land Bldg Eqp Fund$0$27,285▲ $27,285
Accounts Receivable$0--
Pledges and Grants Receivable$0--
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Investments in Publicly Traded Securities$0--
Intangible Assets$0--
Inventories for Sale or Use$0$0→ $0
Prepaid Expenses and Deferred Charges$0--
Total Assets$388,381$872,716▲ $484,335
Other Assets Total$0--
Liabilities
Deferred Revenue-$347,716-
Escrow Account Liability-$150,000-
Unsecured Notes Loans Payable$110,000--
Total Liabilities$110,000$497,716▲ $387,716
Net Assets / Fund Balance
Total Net Assets Fund Balance$278,381$375,000▲ $96,619
Total Liabilities and Net Assets / Fund Balance$388,381$872,716▲ $484,335

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$375,000-$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jennifer Fretz-SmithCEOFT$63,985$63,985

Board Members and Trustees

NameTitle
Joseph LeitenburgerBoard President
John DonnelyBoard Member
Joseph MosciettoBoard Member
Leann BakerBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Jasmine AlexandreFees for service completed10518 Sleepy Brook Way, Boca raton, FL 33428$128,911
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$916,644
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$99,389
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$592,429
Other Expenses$224,826
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$523,299-$0$523,299
Occupancy$108,012-$0$108,012
Current Officers, Directors, Trustees, and Key Employees$63,985-$0$63,985
Office Expenses$54,608-$0$54,608
Information Technology$30,944-$0$30,944
Travel$18,627--$18,627
Advertising$12,635-$0$12,635
Payroll Taxes$5,145-$0$5,145
Total Functional Expenses$817,255$0$0$817,255
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

990 is provided to board via email. They are given options to provide feedback and questions via email.

Form 990, Part VI, Section B, Line 12C

A conflict of interest policy is signed each year by board members.

Form 990, Part VI, Section B, Line 15

All key staff salaries is researched by officers and staff to ensure salaries meet industry standards.

Form 990, Part VI, Section C, Line 19

These documents are provided to https://www.thegivingpartner.org/.

Filing and Contact Details

Filer

Filer Name
Bailes Consulting Services Inc
EIN
47-4791526
Phone
9417533471
Address
2506 12th Ave West, Bradenton, FL 34203

Signing Officer

Name
Jennifer Fretz-Smith
Title
Founder
Phone
5613463676
Signed
2024-09-04

Organization Details

Principal Officer
Jennifer Fretz-Smith
Formed
2015
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
17
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Loss from leases.

Raw XML AppendixShowing 400 of 495 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.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt035185
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt035185
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09453
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04579
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt09280
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt011053
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0820
IRS990ScheduleA/Total509Grp/TotalAmt035185
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09453
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04579
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09280
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011053
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0820
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt035185
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/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt00
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/LandGrp/BookValueAmt0375000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0375000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00

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