Civic Intelligence

Talbot Mentors Inc.

990 • Fiscal year 2013 • EIN 52-2027082

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 03, 2014

108 Maryland Avenue Ste 102Easton, MD 21601

(410) 770-5999

Siviq Scores

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

Liabilities / Assets

44th percentile

0.03x

Higher debt load relative to assets than 44% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

63rd percentile

0.10x

Higher debt load relative to revenue than 63% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

38th percentile

-0.7%

Higher net margin than 38% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

48th percentile

3.3%

Faster revenue growth than 48% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2013

Assets

Up

$565,083

Up $53,769 (+11%) from 2012

Net Assets

Up

$548,781

Up $53,523 (+11%) from 2012

Liabilities

Up

$16,302

Up $246 (+1.5%) from 2012

Revenue

$162,160

No earlier filing loaded for comparison.

Expenses

Up

$163,323

Up $2,440 (+1.5%) from 2012

Net Income

-$1,163

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $501,649Liabilities 2011: $10,261Net Assets 2011: $491,3882011Assets 2012: $511,314Liabilities 2012: $16,056Net Assets 2012: $495,2582012Assets 2013: $565,083Liabilities 2013: $16,302Net Assets 2013: $548,7812013Assets 2014: $574,257Liabilities 2014: $2,207Net Assets 2014: $572,0502014Assets 2015: $561,879Liabilities 2015: $4,507Net Assets 2015: $557,3722015Assets 2016: $609,871Liabilities 2016: $1,471Net Assets 2016: $608,4002016Assets 2017: $632,922Liabilities 2017: $13,455Net Assets 2017: $619,4672017Assets 2018: $605,254Liabilities 2018: $12,722Net Assets 2018: $592,5322018Assets 2019: $780,741Liabilities 2019: $12,068Net Assets 2019: $768,6732019Assets 2020: $917,958Liabilities 2020: $12,720Net Assets 2020: $905,2382020Assets 2021: $1,333,598Liabilities 2021: $197,404Net Assets 2021: $1,136,1942021Assets 2022: $1,106,055Liabilities 2022: $165,137Net Assets 2022: $940,9182022Assets 2024: $1,071,300Liabilities 2024: $137,069Net Assets 2024: $934,2312024

Highlighted filing

2013

Assets$565,083
Liabilities$16,302
Net Assets$548,781

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $151,870Expenses 2011: $162,727Net Income 2011: -$10,8572011Expenses 2012: $160,8832012Revenue 2013: $162,160Expenses 2013: $163,323Net Income 2013: -$1,1632013Revenue 2014: $160,443Expenses 2014: $157,317Net Income 2014: $3,1262014Revenue 2015: $174,753Expenses 2015: $180,816Net Income 2015: -$6,0632015Revenue 2016: $234,677Expenses 2016: $242,798Net Income 2016: -$8,1212016Revenue 2017: $305,312Expenses 2017: $336,407Net Income 2017: -$31,0952017Revenue 2018: $355,769Expenses 2018: $382,704Net Income 2018: -$26,9352018Revenue 2019: $576,467Expenses 2019: $400,326Net Income 2019: $176,1412019Revenue 2020: $698,074Expenses 2020: $563,753Net Income 2020: $134,3212020Revenue 2021: $871,822Expenses 2021: $649,602Net Income 2021: $222,2202021Revenue 2022: $64,792Expenses 2022: $260,068Net Income 2022: -$195,2762022Revenue 2024: $570,447Expenses 2024: $469,847Net Income 2024: $100,6002024

Highlighted filing

2013

Revenue$162,160
Expenses$163,323
Net Income-$1,163
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 3, 2014
Return Version
2013v3.0
Gross Receipts
$203,246
Mission and Program Overview

Mission

Match children in talbot county with volunteer mentors in order to support those young people in the challenges and opportunities of adolescence through friendship,

Match children in talbot county with volunteer mentors in order to support those young people in the challenges and opportunities of adolescents through friendship, guidance and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$476,153$518,822▲ $42,669
Cash and Non-Interest-Bearing Accounts$33,443$34,881▲ $1,438
Pledges and Grants Receivable-$9,940-
Prepaid Expenses and Deferred Charges$1,661$1,412▼ $249
Land, Buildings, and Equipment, Net$57$28▼ $29
Total Assets$511,314$565,083▲ $53,769
Liabilities
Accounts Payable and Accrued Expenses$13,669$13,615▼ $54
Other Liabilities$2,387$2,687▲ $300
Total Liabilities$16,056$16,302▲ $246
Net Assets / Fund Balance
Unrestricted Net Assets$495,258$548,781▲ $53,523
Total Net Assets Fund Balance$495,258$548,781▲ $53,523
Total Liabilities and Net Assets / Fund Balance$511,314$565,083▲ $53,769

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$28$5,880$5,908

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$432,547-▲ $35,326-$467,873
2012$409,500-▲ $22,047-$432,547
2011$430,267-▼ $20,767-$409,500
2010$435,170-▼ $4,903-$430,267
2009$378,998-▲ $56,172-$435,170
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jim ReedPresident
Merrilie FordVice President
Al SmithDirector
Art CecilDirector
Barbara NoyesDirector
Bill BrasharesDirector
Chris WylesDirector
Gary PearceDirector
Gordon FronkDirector
Lorraine GouldDirector
MARIE U'RENDirector
Margot MillerDirector
Martha HornerDirector
Marykay PowellDirector
Megan MillerDirector
Peter ZukoskiDirector
Robbie GillDirector
Shauna BeulahDirector
Peter HowellSecretary
Blenda W ArmisteadTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$120,655
Program Service Revenue
$0
Investment Income
$16,609
Other Revenue
$24,896
All Other Contributions
$120,655
Change in Net Assets
$-1,163
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$112,406
Other Expenses$50,917
Total Fundraising Expense$2,319
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$63,610--$63,610
Current Officers, Directors, Trustees, and Key Employees$37,183$2,021$1,213$40,417
Occupancy$11,649$407$265$12,321
Payroll Taxes$8,118$163$98$8,379
Conferences and Meetings$4,578$112-$4,690
Insurance$4,062$402-$4,464
Fees for Service Investment Mgmnt Fees$3,805$423-$4,228
Office Expenses$3,613$146$129$3,888
Fees for Services Accounting$2,781--$2,781
Other Expenses$2,174$36$20$2,230
Advertising$1,191--$1,191
All Other Expenses$425--$425
Depreciation Depletion-$29-$29
Total Functional Expenses$157,265$3,739$2,319$163,323
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$32,443
Fundraising Direct Expenses$7,547
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$17,291$17,291$2,864$14,427
Event 2$14,573$14,573$4,413$10,160
Total Events$32,443$32,443$7,547$24,896
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$2,687
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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, Part VI, Section B, Line 11

The board of directors reviews and approves a draft of the form 990 before it is filed.

Form 990, Part VI, Section C, Line 19

The organization makes the form 990 available upon request.

Filing and Contact Details

Filer

EIN
52-2027082
Phone
4107705999

Signing Officer

Name
Paige Jernigan
Title
Executive Director
Phone
4107705999
Signed
2014-09-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paige Jernigan
Formed
1996
Legal Domicile
Md
Voting Board Members
20
Independent Board Members
20
Employees
3
Volunteers
80

Preparer

Preparer
Henry T Leonard
Phone
4108226950
Supplemental Narrative

Additional Explanations

Form 990 Part XII, Line 2C

There were no changes from the prior year.

Financial Statement Notes

PART V, LINE 4:

The phil and evelyn kirby endowment fund is created and exists to support talbot mentors, inc in fulfilling its mission of matching children with adult volunteers in order to support those young people in the challenges and opportunities of adolescence through friendship, guidance and education. The objective of the fund is to conserve principal and make use of the income from the fund to support talbot mentors, inc. Income will be withdrawn at a rate of 5% of the average year-end value for three years. Any withdrawal of principal may be withdrawn only in extreme and overwhelming circumstances. Any withdrawal must be approved by two-thirds vote of the board of directors. The fund is managed by a professional, certified investment manager.

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IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt039232
IRS990/GrossReceiptsAmt0203246
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0402
IRS990/InsuranceGrp/ProgramServicesAmt04062
IRS990/InsuranceGrp/TotalAmt04464
IRS990/InvestmentIncomeGrp/ExclusionAmt010916
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010916
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0476153
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0518822
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05880
IRS990/LandBldgEquipBasisNetGrp/BOYAmt057
IRS990/LandBldgEquipBasisNetGrp/EOYAmt028
IRS990/LandBldgEquipCostOrOtherBssAmt05908
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt033539
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MATCH CHILDREN IN TALBOT COUNTY WITH VOLUNTEER MENTORS IN ORDER TO SUPPORT THOSE YOUNG PEOPLE IN THE CHALLENGES AND OPPORTUNITIES OF ADOLESCENTS THROUGH FRIENDSHIP, GUIDANCE AND EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0495258
IRS990/NetAssetsOrFundBalancesEOYAmt0548781
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05693
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05693
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt024896
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt024896
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt054686
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt07535
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0265
IRS990/OccupancyGrp/ManagementAndGeneralAmt0407
IRS990/OccupancyGrp/ProgramServicesAmt011649
IRS990/OccupancyGrp/TotalAmt012321
IRS990/OfficeExpensesGrp/FundraisingAmt0129
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0146
IRS990/OfficeExpensesGrp/ProgramServicesAmt03613
IRS990/OfficeExpensesGrp/TotalAmt03888
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TUTORING
IRS990/OtherExpensesGrp/Desc1OUTSIDE CONSULTING
IRS990/OtherExpensesGrp/Desc2FIELDTRIPS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt0594
IRS990/OtherExpensesGrp/FundraisingAmt120
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt036
IRS990/OtherExpensesGrp/ProgramServicesAmt06171
IRS990/OtherExpensesGrp/ProgramServicesAmt15346
IRS990/OtherExpensesGrp/ProgramServicesAmt22559
IRS990/OtherExpensesGrp/ProgramServicesAmt32174
IRS990/OtherExpensesGrp/TotalAmt06171
IRS990/OtherExpensesGrp/TotalAmt15940
IRS990/OtherExpensesGrp/TotalAmt22559
IRS990/OtherExpensesGrp/TotalAmt32230
IRS990/OtherLiabilitiesGrp/BOYAmt02387
IRS990/OtherLiabilitiesGrp/EOYAmt02687
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt063610
IRS990/OtherSalariesAndWagesGrp/TotalAmt063610
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt098
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0163
IRS990/PayrollTaxesGrp/ProgramServicesAmt08118
IRS990/PayrollTaxesGrp/TotalAmt08379
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt09940
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01661
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01412
IRS990/PrincipalOfficerNm0PAIGE JERNIGAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt088147
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010575
IRS990/PYOtherExpensesAmt049418
IRS990/PYOtherRevenueAmt029300
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-32861
IRS990/PYSalariesCompEmpBnftPaidAmt0111465
IRS990/PYTotalExpensesAmt0160883
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0128022
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1163
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0120654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt088147
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0106322
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0101015
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0143118
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0559256
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010916
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011271
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011172
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010580
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010896
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt054835
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt032443
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt034154
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt031189
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt025019
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt05840
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0128645
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.58790
IRS990ScheduleA/PublicSupportPY170Pct00.59790
IRS990ScheduleA/PublicSupportTotal170Amt0436645
IRS990ScheduleA/SubstantialContributorsTotAmt0122611
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0120654
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt088147
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0106322
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0101015
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0143118
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0559256
IRS990ScheduleA/TotalSupportAmt0742736
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/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0432547
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0467873
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt035326
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0409500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0432547

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