Civic Intelligence

Alo Foundation Incorporated

990 • Fiscal year 2018 • EIN 56-1976935

Jan 01, 2018 to Dec 31, 2018 • Filed on May 16, 2019

Organization Profilethealofoundation.org
PO Box 33296Charlotte, NC 28233

(980) 722-9692

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

2018 filings • NTEE I • <$500k nonprofits • Source year 2018

Liabilities / Revenue

50th percentile

0.00x

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

2018 filings • NTEE I • <$500k nonprofits • Source year 2018

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2018 filings • NTEE I • <$500k nonprofits • Source year 2018

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2018 filings • NTEE I • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets51st percentile

Assets

$153,298

No earlier filing loaded for comparison.

Net Assets

$153,298

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin99th percentile

Revenue

$14,050

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$14,050

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2018: $153,298Liabilities 2018: $0Net Assets 2018: $153,2982018Assets 2019: $72,505Liabilities 2019: $9,215Net Assets 2019: $63,2902019

Highlighted filing

2018

Assets$153,298
Liabilities$0
Net Assets$153,298
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0Revenue 2018: $14,050Expenses 2018: $0Net Income 2018: $14,0502018Revenue 2019: $14,826Expenses 2019: $2,580Net Income 2019: $12,2462019

Highlighted filing

2018

Revenue$14,050
Expenses$0
Net Income$14,050
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 16, 2019
Return Version
2018v3.1
Gross Receipts
$53,500
Mission and Program Overview

Mission

Youth development

youth achievements

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$246,500--
Cash and Non-Interest-Bearing Accounts-$153,298-
Total Assets$246,500$153,298▼ $93,202
Liabilities
Mortgage Notes Payable Secured by Investment Property$107,252--
Total Liabilities$107,252$0▼ $107,252
Net Assets / Fund Balance
Unrestricted Net Assets$139,248$153,298▲ $14,050
Total Net Assets Fund Balance$139,248$153,298▲ $14,050
Total Liabilities and Net Assets / Fund Balance$246,500$153,298▼ $93,202
Compensation and Service Providers
Top Officer Pay68th percentile

Board Members and Trustees

NameTitle
Jaime HoweyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$53,500
Other Revenue
$-39,450
Change in Net Assets
$14,050
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Direct Expenses$39,450
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
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 governing body review Part VI line 11

“Body reviewed and approves form 990”

Conflict of interest policy compliance Part VI line 12C

“In compliance with statement”

CEO executive director top management comp Part VI line 15A

“All volunteers no compensation paid”

Other officer or key employee compensation Part VI line 15B

“All volunteers No compensation paid”

Governing documents etc available to public Part VI line 19

“Documents avaiable on office site”

Filing and Contact Details

Filer

Filer Name
ALO Foundation
EIN
56-1976935
Address
PO Box 33296, Charlotte, NC 28233

Signing Officer

Name
Kelly Dargins
Title
Chairman
Phone
9807229692
Signed
2019-05-16
Discuss with paid preparer
No

Organization Details

Principal Officer
Jaime Howey
Formed
2003
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
2

Preparer

Firm
Walter R Nelson CPA PC
Address
4841 Lakeview Rd, Charlotte, NC 28216
Preparer
Mitzi C Nelson CPA
Phone
7043998434
Raw XML Appendix237 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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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/Filer/EIN0561976935
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ReturnHeader/FilingSecurityInformation/IPTm012:48:05
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04841 Lakeview Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerPersonGrp/PhoneNum07043998434
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mitzi C Nelson CPA
ReturnHeader/ReturnTs02019-05-17T12:44:26-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$153,298
Liabilities
$0
Net assets
$153,298
Revenue
$14,050
Expenses
$0
Net income
$14,050
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.09$0.63$0.15$0.03$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.14$0.00$0.14