Civic Intelligence

Team Giving Inc

990 • Fiscal year 2018 • EIN 47-5266590

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 26, 2019

PO Box 510Newcastle, CA 95658

(916) 824-2118

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

12th percentile

-30%

Higher net margin than 12% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

97th percentile

$75,481

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 37.6% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

17th percentile

-27%

Faster asset growth than 17% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

-3.1%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$165,960

Down $61,532 (-27%) from 2017

Net Assets

Down

$162,976

Down $60,464 (-27%) from 2017

Liabilities

Down

$2,984

Down $1,068 (-26%) from 2017

Revenue

Down

$200,988

Down $6,404 (-3.1%) from 2017

Expenses

Up

$261,452

Up $5,899 (+2.3%) from 2017

Net Income

Down

-$60,464

Down $12,303 (-26%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2016: $273,404Liabilities 2016: $1,804Net Assets 2016: $271,6002016Assets 2017: $227,492Liabilities 2017: $4,052Net Assets 2017: $223,4402017Assets 2018: $165,960Liabilities 2018: $2,984Net Assets 2018: $162,9762018Assets 2019: $143,009Liabilities 2019: $26,690Net Assets 2019: $116,3192019Assets 2020: $63Liabilities 2020: -$3,942Net Assets 2020: $4,0052020Assets 2021: $5,371Net Assets 2021: $5,3712021Assets 2022: $13,273Net Assets 2022: $13,2732022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2018

Assets$165,960
Liabilities$2,984
Net Assets$162,976

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2016: $470,428Expenses 2016: $198,828Net Income 2016: $271,6002016Revenue 2017: $207,392Expenses 2017: $255,553Net Income 2017: -$48,1612017Revenue 2018: $200,988Expenses 2018: $261,452Net Income 2018: -$60,4642018Revenue 2019: $338,800Expenses 2019: $235,457Net Income 2019: $103,3432019Revenue 2020: $182,917Expenses 2020: $295,231Net Income 2020: -$112,3142020Revenue 2021: $75,278Expenses 2021: $73,912Net Income 2021: $1,3662021Revenue 2022: $41,970Expenses 2022: $34,068Net Income 2022: $7,9022022Revenue 2023: $12,032Expenses 2023: $25,305Net Income 2023: -$13,2732023

Highlighted filing

2018

Revenue$200,988
Expenses$261,452
Net Income-$60,464
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 26, 2019
Return Version
2018v3.1
Gross Receipts
$206,328
Mission and Program Overview

Mission

Team giving connects volunteers, empowers nonprofits and strengthens communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$220,688$160,211▼ $60,477
Cash and Non-Interest-Bearing Accounts$4,993$3,688▼ $1,305
Prepaid Expenses and Deferred Charges$1,211$1,461▲ $250
Total Assets$227,492$165,960▼ $61,532
Other Assets Total$600$600→ $0
Liabilities
Accounts Payable and Accrued Expenses$4,052$2,984▼ $1,068
Total Liabilities$4,052$2,984▼ $1,068
Net Assets / Fund Balance
Temporarily Rstr Net Assets$185,000$150,000▼ $35,000
Unrestricted Net Assets$38,440$12,976▼ $25,464
Total Net Assets Fund Balance$223,440$162,976▼ $60,464
Total Liabilities and Net Assets / Fund Balance$227,492$165,960▼ $61,532
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Trudy HarrisSecretary &FT$75,481$75,481

Board Members and Trustees

NameTitle
Moreen LanePresident
Lois BonfertBoard Secret
Michael HolyBoard VP
Amanda CochranMember
Annie HodgesMember
Jordan PowellMember
Samantha BeckMember
Shaida SamimiMember
Revenue and Support

Revenue Composition

Contributions and Grants
$194,994
Program Service Revenue
$0
Investment Income
$522
Other Revenue
$5,472
All Other Contributions
$194,994
Change in Net Assets
$-60,464

Audited Revenue Reconciliation

Revenue per Audited Statements
$200,988
Total Revenue per Audited Statements
$200,988
Total Revenue per Form 990
$200,988
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$200,017
Other Expenses$61,435
Total Fundraising Expense$12,823
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$52,500$22,500-$75,000
Current Officers, Directors, Trustees, and Key Employees$44,500$22,500$8,000$75,000
Other Salaries and Wages$25,090$9,516-$34,606
Payroll Taxes$10,192$4,551$668$15,411
Occupancy$7,342$2,448$1,890$11,680
Information Technology$6,336$1,496$333$8,165
Fees for Services Accounting$2,010$3,250-$5,260
Advertising$2,816$459$1,744$5,019
Fees for Services Other$1,676$2,922-$4,598
Conferences and Meetings$2,982$1,293-$4,275
Insurance$2,333$1,560-$3,893
Office Expenses$1,828$1,464$151$3,443
Payment Travel Entrtnmnt Publicly Ofcl$395$405-$800
Travel$551$54$37$642
Other Expenses$60$55-$55
Total Functional Expenses$171,939$76,690$12,823$261,452

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$261,452
Total Expenses per Audited Statements$261,452
Total Expenses per Form 990$261,452
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,812
Fundraising Direct Expenses$5,340
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
Yes
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

The review process involves a detailed meeting with the cpa firm and the ceo and cco. After discussion, the ceo and cco review independently and analyze for accuracy. Once approved, the ceo will sign the returns and disburse to the board for its review and approval. This approval will follow with actual filing of the returns with the appropriate authorites.

Form 990, Page 6, Part VI, Line 15A

The board of directors review the terms and have established an employment agreement relating to compensation and benefits of the ceo and cco, both of whom are responsible for the management of the organization, its volunteers and securiting is funding.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
Team Giving Inc
EIN
47-5266590
Phone
9168242118
Address
PO BOX 510, NEWCASTLE, CA 95658

Signing Officer

Name
Trudy Harris
Title
Secretary & CCO
Phone
5307188220
Signed
2019-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Trudy Harris
Formed
2015
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
3

Preparer

Firm
Cook CPA Group
Address
3400 DOUGLAS BLVD STE 210, ROSEVILLE, CA 95661
Preparer
Evelyn R Cook
Phone
9167241665
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Our approach to volunteer coordination is unique because we provide direct support and strategic connections. We strive to meet with each nonprofit to find out exactly what their most pressing needs are and then we purposefully match them with volunteers whose passions, time and skills match. We like to say that we are the match.com of the volunteer world. We are proud of the way our work reaches all aspects of the community, creating collaborative relationships between private and public sectors, nonprofit and corporate leaders, and people from the many diverse backgrounds in our region. Our approach to volunteerism provides financial and workforce savings for nonprofits, while inspiring relationships that promote advocacy and expand giving. As a full service volunteer resource we strive to; promote volunteerism, build the capacity of organizations to utilize volunteers, bring volunteers together around community issues and connect volunteers with meaningful opportunities.

Form 990, Page 2, Part III, Line 4D

ROUNDING

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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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IRS990ScheduleD/TotalRevenuePerForm990Amt0200988
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0200988
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0261452
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR APPROACH TO VOLUNTEER COORDINATION IS UNIQUE BECAUSE WE PROVIDE DIRECT SUPPORT AND STRATEGIC CONNECTIONS. WE STRIVE TO MEET WITH EACH NONPROFIT TO FIND OUT EXACTLY WHAT THEIR MOST PRESSING NEEDS ARE AND THEN WE PURPOSEFULLY MATCH THEM WITH VOLUNTEERS WHOSE PASSIONS, TIME AND SKILLS MATCH. WE LIKE TO SAY THAT WE ARE THE MATCH.COM OF THE VOLUNTEER WORLD. WE ARE PROUD OF THE WAY OUR WORK REACHES ALL ASPECTS OF THE COMMUNITY, CREATING COLLABORATIVE RELATIONSHIPS BETWEEN PRIVATE AND PUBLIC SECTORS, NONPROFIT AND CORPORATE LEADERS, AND PEOPLE FROM THE MANY DIVERSE BACKGROUNDS IN OUR REGION. OUR APPROACH TO VOLUNTEERISM PROVIDES FINANCIAL AND WORKFORCE SAVINGS FOR NONPROFITS, WHILE INSPIRING RELATIONSHIPS THAT PROMOTE ADVOCACY AND EXPAND GIVING. AS A FULL SERVICE VOLUNTEER RESOURCE WE STRIVE TO; PROMOTE VOLUNTEERISM, BUILD THE CAPACITY OF ORGANIZATIONS TO UTILIZE VOLUNTEERS, BRING VOLUNTEERS TOGETHER AROUND COMMUNITY ISSUES AND CONNECT VOLUNTEERS WITH MEANINGFUL OPPORTUNITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROUNDING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE REVIEW PROCESS INVOLVES A DETAILED MEETING WITH THE CPA FIRM AND THE CEO AND CCO. AFTER DISCUSSION, THE CEO AND CCO REVIEW INDEPENDENTLY AND ANALYZE FOR ACCURACY. ONCE APPROVED, THE CEO WILL SIGN THE RETURNS AND DISBURSE TO THE BOARD FOR ITS REVIEW AND APPROVAL. THIS APPROVAL WILL FOLLOW WITH ACTUAL FILING OF THE RETURNS WITH THE APPROPRIATE AUTHORITES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS REVIEW THE TERMS AND HAVE ESTABLISHED AN EMPLOYMENT AGREEMENT RELATING TO COMPENSATION AND BENEFITS OF THE CEO AND CCO, BOTH OF WHOM ARE RESPONSIBLE FOR THE MANAGEMENT OF THE ORGANIZATION, ITS VOLUNTEERS AND SECURITING IS FUNDING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0194994
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012823
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt076690
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0171939
IRS990/TotalFunctionalExpensesGrp/TotalAmt0261452
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04052
IRS990/TotalLiabilitiesEOYAmt02984
IRS990/TotalLiabilitiesGrp/BOYAmt04052
IRS990/TotalLiabilitiesGrp/EOYAmt02984
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0223440
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0162976
IRS990/TotalProgramServiceExpensesAmt0171939
IRS990/TotalReportableCompFromOrgAmt075481
IRS990/TotalRevenueGrp/ExclusionAmt05472
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0522
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0200988
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0227492
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0165960
IRS990/TravelGrp/FundraisingAmt037
IRS990/TravelGrp/ManagementAndGeneralAmt054
IRS990/TravelGrp/ProgramServicesAmt0551
IRS990/TravelGrp/TotalAmt0642
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt038440
IRS990/UnrestrictedNetAssetsGrp/EOYAmt012976
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 510
IRS990/USAddress/CityNm0NEWCASTLE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095658
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0TEAMGIVING.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUDY HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY & CCO
ReturnHeader/BusinessOfficerGrp/PhoneNum05307188220
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAM GIVING INC
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0475266590
ReturnHeader/Filer/PhoneNum09168242118
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 510
ReturnHeader/Filer/USAddress/CityNm0NEWCASTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095658
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A42E0CF4B0CFABFAFDAD50D00CF409967B1ADB50
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D66BD3CC8366E3365D854C2F224190509AC2AA47
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:14:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821221665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COOK CPA GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03400 DOUGLAS BLVD STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09167241665
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EVELYN R COOK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-15T15:14:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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