Civic Intelligence

Genesis Financial Management Inc

EIN 52-2354330 • 501(c)3 • Tampa, FL

View Organization Page

Profile

Delivering world class credit education and debt management programs to promote sound personal financial management skills to individuals who have overextended their use of credit.

8875 Hidden River Parkway No 300Tampa, FL 33637

yourgfm.com

Siviq Scores

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

Liabilities / Assets

95th percentile

1.21x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

88th percentile

0.56x

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

501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

27th percentile

-7.1%

Higher net margin than 27% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

55th percentile

5.3%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-35%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$264,403

Up $13,338 (+5.3%) from 2014

Liabilities

Up

$318,703

Up $53,492 (+20%) from 2014

Net Assets

Down

-$54,300

Down $40,154 (-284%) from 2014

Operations
Liabilities / Revenue88th percentileNet Margin27th percentile

Revenue

Down

$568,155

Down $307,517 (-35%) from 2014

Expenses

Down

$608,309

Down $255,612 (-30%) from 2014

Net Income

Down

-$40,154

Down $51,905 (-442%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$600K$400K$200K$0-$200KAssets 2011: $505,466Liabilities 2011: $383,642Net Assets 2011: $121,8242011Assets 2012: $379,782Liabilities 2012: $279,597Net Assets 2012: $100,1852012Assets 2013: $209,524Liabilities 2013: $235,421Net Assets 2013: -$25,8972013Assets 2014: $251,065Liabilities 2014: $265,211Net Assets 2014: -$14,1462014Assets 2015: $264,403Liabilities 2015: $318,703Net Assets 2015: -$54,3002015

Highlighted filing

2015

Assets$264,403
Liabilities$318,703
Net Assets-$54,300
Open 2015 Filing

Operations Trend

Revenue Growth9th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $2,557,2462011Expenses 2012: $1,818,8832012Revenue 2013: $1,287,716Expenses 2013: $1,413,798Net Income 2013: -$126,0822013Revenue 2014: $875,672Expenses 2014: $863,921Net Income 2014: $11,7512014Revenue 2015: $568,155Expenses 2015: $608,309Net Income 2015: -$40,1542015

Highlighted filing

2015

Revenue$568,155
Expenses$608,309
Net Income-$40,154
Open 2015 Filing

Filings

Most recent year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$264,403
Liabilities
$318,703
Net assets
-$54,300
Revenue
$568,155
Expenses
$608,309
Net income
-$40,154
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.32$0.05$0.57$0.61$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.27$0.01$0.88$0.86$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.21$0.24$0.03$1.29$1.41$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.28$0.10$1.82
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.38$0.12$2.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$568,155
Mission and Program Overview

Mission

Delivering world class credit education and debt management programs to promote sound personal financial management skills to individuals who have overextended their use of credit.

To deliver credit education and debt management programs to individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$151,316$243,126▲ $91,810
Savings and Temporary Cash Investments$95,740$21,040▼ $74,700
Loans From Officers Directors$5,913$5,913→ $0
Land, Buildings, and Equipment, Net$4,009$237▼ $3,772
Total Assets$251,065$264,403▲ $13,338
Liabilities
Escrow Account Liability$131,310$230,257▲ $98,947
Accounts Payable and Accrued Expenses$124,880$79,425▼ $45,455
Other Liabilities$3,108$3,108→ $0
Total Liabilities$265,211$318,703▲ $53,492
Net Assets / Fund Balance
Unrestricted Net Assets$-14,146$-54,300▼ $40,154
Total Net Assets Fund Balance$-14,146$-54,300▼ $40,154
Total Liabilities and Net Assets / Fund Balance$251,065$264,403▲ $13,338

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$237$611,409$611,646
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Preston O Duppins JrPresident and CEOFT$128,582$10,038$138,620

Board Members and Trustees

NameTitle
Thomas K ChamnessSecretary
Dwayne HillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$469,857
Program Service Revenue
$98,281
Investment Income
$17
Other Revenue
$0
All Other Contributions
$469,857
Change in Net Assets
$-40,154
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$492,514
Other Expenses$115,795
Total Fundraising Expense$4,363
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$194,186$75,517-$269,703
Current Officers, Directors, Trustees, and Key Employees$92,579$36,003-$128,582
Other Employee Benefits$37,058$12,353-$49,411
Payroll Taxes$25,962$10,097-$36,059
Advertising$14,229$379$4,363$18,971
Office Expenses$15,605$2,752-$18,357
Insurance$8,999$3,000-$11,999
Occupancy$8,006$2,669-$10,675
Information Technology$8,686$457-$9,143
Pension Plan Contributions$6,569$2,190-$8,759
Other Expenses$7,282$620-$7,282
Depreciation Depletion$3,535$829-$4,364
Fees for Services Accounting-$1,950-$1,950
Interest$1,303$230-$1,533
Fees for Services Legal-$545-$545
Total Functional Expenses$454,355$149,591$4,363$608,309
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
Loans from Officers, Directors, Trustees, and Key Employees$5,913$5,913→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Settlement Payable$3,108
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
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 11

“All board members review the form 990 before the return is filed with the irs.”

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

“New board members must disclose any potential conflicts of interest. Additionally, all board members must disclose any potential conflicts of interest on an annual basis or on an as needed basis, in writing, to the chairman of the board.”

Form 990, Part VI, Section B, Line 15

“The organization utilizes a salary survey conducted by aadmo for the entire credit counseling industry as compared to other non-profit sectors to assess the president's compensation. All changes to the president's compensation must be approved by the board of directors.”

Form 990, Part VI, Section C, Line 19

“The organization makes its required documents available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Genesis Financial Management Inc
EIN
52-2354330
Phone
8138665100
Address
8875 HIDDEN RIVER PARKWAY NO 300, TAMPA, FL 33637

Signing Officer

Name
Preston Duppins
Title
President/CEO
Phone
8138665100
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Preston Duppins
Formed
2001
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
2
Employees
14
Volunteers
7

Preparer

Firm
Rivero Gordimer & Company Pa
Address
P O BOX 172359, TAMPA, FL 33672
Preparer
Sam a Lazzara
Phone
8138757774
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“Genesis holds all client deposits in a trust account. All payment activity is managed by debtlogic credit counseling software.”

Raw XML Appendix370 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0124880
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt079425
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO DELIVER CREDIT EDUCATION AND DEBT MANAGEMENT PROGRAMS TO INDIVIDUALS.
IRS990/AdvertisingGrp/FundraisingAmt04363
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0379
IRS990/AdvertisingGrp/ProgramServicesAmt014229
IRS990/AdvertisingGrp/TotalAmt018971
IRS990/AllOtherContributionsAmt0469857
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHELE A STANTON
IRS990/BooksInCareOfDetail/PhoneNum08138665100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012640 TELECOM DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0TAMPA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033637
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0151316
IRS990/CashNonInterestBearingGrp/EOYAmt0243126
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt036003
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt092579
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0128582
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0469857
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt017
IRS990/CYOtherExpensesAmt0115795
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt098281
IRS990/CYRevenuesLessExpensesAmt0-40154
IRS990/CYSalariesCompEmpBnftPaidAmt0492514
IRS990/CYTotalExpensesAmt0608309
IRS990/CYTotalFundraisingExpenseAmt04363
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0568155
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0829
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03535
IRS990/DepreciationDepletionGrp/TotalAmt04364
IRS990/Desc0ASSISTING CONSUMERS WITH THEIR PERSONAL FINANCIAL NEEDS AND PROVIDING EDUCATIONAL SUPPORT FOR MANAGING SHORT AND LONG-TERM FINANCES THROUGH A DEBT MANAGEMENT PLAN. THE FINANCIAL EDUCATION IS DESIGNED TO TEACH EFFECTIVE MONEY MANAGEMENT BY FOCUSING ON PREVENTATIVE EDUCATION, FINANCIAL DISTRESS INTERVENTION AND POST DEBT MANAGEMENT FINANCIAL PLANNING.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt014
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt0131310
IRS990/EscrowAccountLiabilityGrp/EOYAmt0230257
IRS990/ExpenseAmt0454355
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01950
IRS990/FeesForServicesAccountingGrp/TotalAmt01950
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0545
IRS990/FeesForServicesLegalGrp/TotalAmt0545
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt010038
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0PRESTON O DUPPINS JR
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS K CHAMNESS
IRS990/Form990PartVIISectionAGrp/PersonNm2DWAYNE HILL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0128582
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0568155
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0457
IRS990/InformationTechnologyGrp/ProgramServicesAmt08686
IRS990/InformationTechnologyGrp/TotalAmt09143
IRS990/InsuranceGrp/ManagementAndGeneralAmt03000
IRS990/InsuranceGrp/ProgramServicesAmt08999
IRS990/InsuranceGrp/TotalAmt011999
IRS990/InterestGrp/ManagementAndGeneralAmt0230
IRS990/InterestGrp/ProgramServicesAmt01303
IRS990/InterestGrp/TotalAmt01533
IRS990/InvestmentIncomeGrp/ExclusionAmt017
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0611409
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04009
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0237
IRS990/LandBldgEquipCostOrOtherBssAmt0611646
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt05913
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt05913
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0DELIVERING WORLD CLASS CREDIT EDUCATION AND DEBT MANAGEMENT PROGRAMS TO PROMOTE SOUND PERSONAL FINANCIAL MANAGEMENT SKILLS TO INDIVIDUALS WHO HAVE OVEREXTENDED THEIR USE OF CREDIT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-14146
IRS990/NetAssetsOrFundBalancesEOYAmt0-54300
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02669
IRS990/OccupancyGrp/ProgramServicesAmt08006
IRS990/OccupancyGrp/TotalAmt010675
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02752
IRS990/OfficeExpensesGrp/ProgramServicesAmt015605
IRS990/OfficeExpensesGrp/TotalAmt018357
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012353
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt037058
IRS990/OtherEmployeeBenefitsGrp/TotalAmt049411
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1CLIENT SERVICES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0620
IRS990/OtherExpensesGrp/ProgramServicesAmt030356
IRS990/OtherExpensesGrp/ProgramServicesAmt17282
IRS990/OtherExpensesGrp/TotalAmt030976
IRS990/OtherExpensesGrp/TotalAmt17282
IRS990/OtherLiabilitiesGrp/BOYAmt03108
IRS990/OtherLiabilitiesGrp/EOYAmt03108
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt075517
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0194186
IRS990/OtherSalariesAndWagesGrp/TotalAmt0269703
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010097
IRS990/PayrollTaxesGrp/ProgramServicesAmt025962
IRS990/PayrollTaxesGrp/TotalAmt036059
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02190
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06569
IRS990/PensionPlanContributionsGrp/TotalAmt08759
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PRESTON DUPPINS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL FEES
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT LOAN
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt084624
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113657
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt084624
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113657
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0707948
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt072
IRS990/PYOtherExpensesAmt0323477
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0167652
IRS990/PYRevenuesLessExpensesAmt011751
IRS990/PYSalariesCompEmpBnftPaidAmt0540444
IRS990/PYTotalExpensesAmt0863921
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0875672
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-40154
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt098281
IRS990/SavingsAndTempCashInvstGrp/BOYAmt095740
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021040
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0469857
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0707948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01054748
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01600329
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02345760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06178642
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt072
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0113
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0220
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0440
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0890059
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt06178642
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0469857
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0707948
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01054748
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01600329
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02345760
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06178642
IRS990ScheduleA/TotalSupportAmt06179082
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AdditionsDuringYearAmt04369866
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt0131310
IRS990ScheduleD/DistributionsDuringYearAmt04270919
IRS990ScheduleD/EndingBalanceAmt0230257
IRS990ScheduleD/EquipmentGrp/BookValueAmt0237
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0611409
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0611646
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03108
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SETTLEMENT PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GENESIS HOLDS ALL CLIENT DEPOSITS IN A TRUST ACCOUNT. ALL PAYMENT ACTIVITY IS MANAGED BY DEBTLOGIC CREDIT COUNSELING SOFTWARE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0237
IRS990ScheduleD/TotalLiabilityAmt03108
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt05913
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0TO ASSIST WITH CASH FLOW
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt05913
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0PRESTON DUPPINS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT & CEO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt05913
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL BOARD MEMBERS REVIEW THE FORM 990 BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NEW BOARD MEMBERS MUST DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. ADDITIONALLY, ALL BOARD MEMBERS MUST DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS OR ON AN AS NEEDED BASIS, IN WRITING, TO THE CHAIRMAN OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION UTILIZES A SALARY SURVEY CONDUCTED BY AADMO FOR THE ENTIRE CREDIT COUNSELING INDUSTRY AS COMPARED TO OTHER NON-PROFIT SECTORS TO ASSESS THE PRESIDENT'S COMPENSATION. ALL CHANGES TO THE PRESIDENT'S COMPENSATION MUST BE APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS REQUIRED DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0251065
IRS990/TotalAssetsEOYAmt0264403
IRS990/TotalAssetsGrp/BOYAmt0251065
IRS990/TotalAssetsGrp/EOYAmt0264403
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0469857
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04363
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0149591
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0454355
IRS990/TotalFunctionalExpensesGrp/TotalAmt0608309
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0265211
IRS990/TotalLiabilitiesEOYAmt0318703
IRS990/TotalLiabilitiesGrp/BOYAmt0265211
IRS990/TotalLiabilitiesGrp/EOYAmt0318703
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-14146
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-54300
IRS990/TotalOtherCompensationAmt010038
IRS990/TotalProgramServiceExpensesAmt0454355
IRS990/TotalProgramServiceRevenueAmt098281
IRS990/TotalReportableCompFromOrgAmt0128582
IRS990/TotalRevenueGrp/ExclusionAmt017
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt098281
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0568155
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0251065
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0264403
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-14146
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-54300
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08875 HIDDEN RIVER PARKWAY NO 300
IRS990/USAddress/CityNm0TAMPA
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033637
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0YOURGFM.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PRESTON DUPPINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08138665100
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GENESIS FINANCIAL MANAGEMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0GENE
ReturnHeader/Filer/EIN0522354330
ReturnHeader/Filer/PhoneNum08138665100
ReturnHeader/Filer/USAddress/AddressLine1Txt08875 HIDDEN RIVER PARKWAY NO 300
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033637
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593040705
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RIVERO GORDIMER & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 172359
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033672
ReturnHeader/PreparerPersonGrp/PhoneNum08138757774
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAM A LAZZARA
ReturnHeader/ReturnTs02016-11-15T14:29:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.