Civic Intelligence

Good Friends

990 • Fiscal year 2016 • EIN 56-1589387

Feb 01, 2015 to Jan 31, 2016 • Filed on Jun 03, 2016

1307 WEST MOREHEAD STREET 207 SuitCharlotte, NC 28208

(704) 523-1222

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

51st percentile

3.7%

Higher net margin than 51% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

52nd percentile

2.9%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

0.4%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$453,667

Up $12,912 (+2.9%) from 2015

Net Assets

Up

$453,667

Up $12,912 (+2.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$348,568

Up $1,542 (+0.4%) from 2015

Expenses

Up

$335,656

Up $107,817 (+47%) from 2015

Net Income

Down

$12,912

Down $106,275 (-89%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $268,009Liabilities 2011: $02011Assets 2012: $264,377Liabilities 2012: $02012Assets 2013: $287,134Liabilities 2013: $0Net Assets 2013: $287,1342013Assets 2014: $321,568Liabilities 2014: $0Net Assets 2014: $321,5682014Assets 2015: $440,755Liabilities 2015: $0Net Assets 2015: $440,7552015Assets 2016: $453,667Liabilities 2016: $0Net Assets 2016: $453,6672016Assets 2017: $471,885Liabilities 2017: $0Net Assets 2017: $471,8852017Assets 2018: $273,718Liabilities 2018: $0Net Assets 2018: $273,7182018Assets 2019: $376,938Liabilities 2019: $0Net Assets 2019: $376,9382019Assets 2020: $450,542Liabilities 2020: $0Net Assets 2020: $450,5422020Assets 2021: $606,847Liabilities 2021: $0Net Assets 2021: $606,8472021Assets 2022: $350,048Liabilities 2022: $0Net Assets 2022: $350,0482022Assets 2023: $437,013Liabilities 2023: $0Net Assets 2023: $437,0132023Assets 2024: $471,843Liabilities 2024: $0Net Assets 2024: $471,8432024

Highlighted filing

2016

Assets$453,667
Liabilities$0
Net Assets$453,667

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $200,663Expenses 2011: $203,521Net Income 2011: -$2,8582011Revenue 2012: $191,429Expenses 2012: $195,061Net Income 2012: -$3,6322012Expenses 2013: $191,8552013Revenue 2014: $249,631Expenses 2014: $215,197Net Income 2014: $34,4342014Revenue 2015: $347,026Expenses 2015: $227,839Net Income 2015: $119,1872015Revenue 2016: $348,568Expenses 2016: $335,656Net Income 2016: $12,9122016Revenue 2017: $435,696Expenses 2017: $417,478Net Income 2017: $18,2182017Revenue 2018: $452,978Expenses 2018: $401,525Net Income 2018: $51,4532018Revenue 2019: $500,008Expenses 2019: $393,744Net Income 2019: $106,2642019Revenue 2020: $624,911Expenses 2020: $551,307Net Income 2020: $73,6042020Revenue 2021: $602,380Expenses 2021: $446,075Net Income 2021: $156,3052021Revenue 2022: $764,318Expenses 2022: $1,021,117Net Income 2022: -$256,7992022Revenue 2023: $606,739Expenses 2023: $505,824Net Income 2023: $100,9152023Revenue 2024: $610,545Expenses 2024: $571,633Net Income 2024: $38,9122024

Highlighted filing

2016

Revenue$348,568
Expenses$335,656
Net Income$12,912
Jump To
Filing Snapshot
Filing Period
Feb 1, 2015 to Jan 31, 2016
Signed
Jun 3, 2016
Return Version
2015v2.1
Gross Receipts
$387,256
Mission and Program Overview

Mission

To provide emergency assistance to low income individuals and familiesin mecklenburg county, nc. Eligibility is determined by impartial guidelines and a referralsystem.

To provide emergency assistance to low income individuals and families in Mecklenburg County, NC. Eligbility determined by impartial guidelines and a referral system.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$440,755$453,667▲ $12,912
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$440,755$453,667▲ $12,912
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$440,755$453,667▲ $12,912
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$440,755$453,667▲ $12,912
Total Liabilities and Net Assets / Fund Balance$440,755$453,667▲ $12,912
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sherrard GeorgiusPresident
Beverly LassiterDirector
Cary ScherckDirector
Cindy GoldsmithDirector
Claudia HeathDirector
Elizabeth BivensDirector
Kate KronzerDirector
Robin BranstromDirector
Sonja NicholsDirector
Whitni WertzDirector
Karen OwensbyAssistant Treasurer
Ginny ShawSecretary
Anne McphailTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$328,164
Program Service Revenue
$0
Investment Income
$308
Other Revenue
$20,096
All Other Contributions
$66,847
Change in Net Assets
$12,912
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$275,500
Other Expenses$60,156
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$275,500--$275,500
Office Expenses$27,831--$27,831
Information Technology$4,291--$4,291
Advertising$574--$574
Other Expenses$169$26,879-$169
Total Functional Expenses$308,777$0$0$335,656
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$44,500
Fundraising Direct Expenses$38,688
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Luncheon$305,817$44,500$21,188$23,312
Total Events$305,817$44,500$38,688$5,812
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$0$0→ $0
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
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Section B #11B

Prepared by CPA, reviewed by treasurer.

Part VI Section C #19

Provided upon request.

Filing and Contact Details

Filer

Filer Name
Good Friends
EIN
56-1589387
In Care Of
% ANNE MCPHAIL
Phone
7045231222
Address
1307 WEST MOREHEAD STREET 207 Suit, CHARLOTTE, NC 28208

Signing Officer

Name
Anne J Mcphail
Title
Treasurer
Phone
7045231222
Signed
2016-06-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne McPhail
Formed
1987
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
50

Preparer

Firm
Cohnreznick Llp
Address
525 N TRYON STREET STE 1000, CHARLOTTE, NC 28202
Preparer
Kathy Blackburn
Phone
7043329100
Supplemental Narrative

Additional Explanations

other expenses, page 1, part 1, line 16

advertising 574 adm fee 21,080 misc. charges & fees 5,799 office expenses 27,831 bank & web fees 4,291 supplies & misc. 4,792 board meeting lunches 340 other 169

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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt05812
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt012784
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt027831
IRS990/OfficeExpensesGrp/TotalAmt027831
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION FEE
IRS990/OtherExpensesGrp/Desc1SUPPLIES & MISC
IRS990/OtherExpensesGrp/Desc2BOARD MEETING LUNCHES
IRS990/OtherExpensesGrp/Desc3CHECK ORDER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt026879
IRS990/OtherExpensesGrp/ProgramServicesAmt072
IRS990/OtherExpensesGrp/ProgramServicesAmt1340
IRS990/OtherExpensesGrp/ProgramServicesAmt2169
IRS990/OtherExpensesGrp/TotalAmt026879
IRS990/OtherExpensesGrp/TotalAmt172
IRS990/OtherExpensesGrp/TotalAmt2340
IRS990/OtherExpensesGrp/TotalAmt3169
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0624200
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
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IRS990/OtherRevenueTotalAmt01500
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Anne McPhail
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0326319
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0162112
IRS990/PYInvestmentIncomeAmt0314
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt065727
IRS990/PYOtherRevenueAmt020393
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0119187
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0227839
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0347026
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt012912
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0372664
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0380319
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0275441
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0227278
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0187829
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01443531
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0308
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0314
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0287
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0350
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0916
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02175
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt014284
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt017481
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt011628
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05377
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02684
IRS990ScheduleA/OtherIncome170Grp/TotalAmt051454
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93742
IRS990ScheduleA/PublicSupportPY170Pct00.96849
IRS990ScheduleA/PublicSupportTotal170Amt01403474
IRS990ScheduleA/SubstantialContributorsTotAmt040057
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0372664
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0380319
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0275441
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0227278
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0187829
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01443531
IRS990ScheduleA/TotalSupportAmt01497160
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0261317
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0261317
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt038688
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LUNCHEON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0305817
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0305817
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt044500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044500
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05812
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021188
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021188
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt017500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt017500
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0275500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Emergency Assistance

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.61$0.57$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.61$0.51$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.76$1.02$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.60$0.45$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.62$0.55$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.50$0.39$0.11
2018Summary only. Only limited summary data is available for this year.$0.27$0.00$0.27$0.45$0.40$0.05
2017Summary only. Only limited summary data is available for this year.$0.47$0.00$0.47$0.44$0.42$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.35$0.34$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.35$0.23$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.25$0.22$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$0.19
2012Summary only. Only limited summary data is available for this year.$0.26$0.00$0.19$0.20$0.00
2011Summary only. Only limited summary data is available for this year.$0.27$0.00$0.20$0.20$0.00