Civic Intelligence

San Inc DBA Turning Point

990 • Fiscal year 2017 • EIN 63-0780961

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 28, 2018

P O Box 1165Tuscaloosa, AL 35403

(205) 758-0808

Siviq Scores

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

Liabilities / Assets

47th percentile

0.03x

Higher debt load relative to assets than 47% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

49th percentile

3.2%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

56th percentile

5.5%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

7.8%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$632,312

Up $32,808 (+5.5%) from 2016

Net Assets

Up

$615,508

Up $27,095 (+4.6%) from 2016

Liabilities

Up

$16,804

Up $5,713 (+52%) from 2016

Revenue

Up

$835,784

Up $60,545 (+7.8%) from 2016

Expenses

Up

$808,689

Up $83,730 (+12%) from 2016

Net Income

Down

$27,095

Down $23,185 (-46%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $485,168Liabilities 2010: $9,150Net Assets 2010: $476,0182010Assets 2011: $532,155Liabilities 2011: $10,645Net Assets 2011: $521,5102011Assets 2012: $549,623Liabilities 2012: $12,229Net Assets 2012: $537,3942012Assets 2013: $584,154Liabilities 2013: $23,754Net Assets 2013: $560,4002013Assets 2014: $589,879Liabilities 2014: $24,782Net Assets 2014: $565,0972014Assets 2015: $564,454Liabilities 2015: $26,321Net Assets 2015: $538,1332015Assets 2016: $599,504Liabilities 2016: $11,091Net Assets 2016: $588,4132016Assets 2017: $632,312Liabilities 2017: $16,804Net Assets 2017: $615,5082017Assets 2018: $2,171,487Liabilities 2018: $17,993Net Assets 2018: $2,153,4942018Assets 2019: $3,168,040Liabilities 2019: $16,001Net Assets 2019: $3,152,0392019Assets 2020: $3,333,234Liabilities 2020: $9,629Net Assets 2020: $3,323,6052020Assets 2021: $3,405,161Liabilities 2021: $13,078Net Assets 2021: $3,392,0832021Assets 2022: $4,074,528Liabilities 2022: $21,433Net Assets 2022: $4,053,0952022Assets 2023: $4,147,141Liabilities 2023: $61,904Net Assets 2023: $4,085,2372023Assets 2024: $4,104,161Liabilities 2024: $29,779Net Assets 2024: $4,074,3822024

Highlighted filing

2017

Assets$632,312
Liabilities$16,804
Net Assets$615,508

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $524,5472010Expenses 2011: $461,0642011Revenue 2012: $476,760Expenses 2012: $460,874Net Income 2012: $15,8862012Revenue 2013: $550,046Expenses 2013: $527,040Net Income 2013: $23,0062013Revenue 2014: $576,856Expenses 2014: $572,159Net Income 2014: $4,6972014Revenue 2015: $623,451Expenses 2015: $650,416Net Income 2015: -$26,9652015Revenue 2016: $775,239Expenses 2016: $724,959Net Income 2016: $50,2802016Revenue 2017: $835,784Expenses 2017: $808,689Net Income 2017: $27,0952017Revenue 2018: $2,360,199Expenses 2018: $822,213Net Income 2018: $1,537,9862018Revenue 2019: $1,839,394Expenses 2019: $840,849Net Income 2019: $998,5452019Revenue 2020: $875,942Expenses 2020: $704,376Net Income 2020: $171,5662020Revenue 2021: $741,864Expenses 2021: $696,992Net Income 2021: $44,8722021Revenue 2022: $1,485,311Expenses 2022: $824,299Net Income 2022: $661,0122022Revenue 2023: $943,824Expenses 2023: $911,682Net Income 2023: $32,1422023Revenue 2024: $1,084,943Expenses 2024: $1,095,798Net Income 2024: -$10,8552024

Highlighted filing

2017

Revenue$835,784
Expenses$808,689
Net Income$27,095
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 28, 2018
Return Version
2017v2.3
Gross Receipts
$835,784
Mission and Program Overview

Mission

Safe shelter for violence victims

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$361,229$426,160▲ $64,931
Accounts Receivable$150,166$120,522▼ $29,644
Land, Buildings, and Equipment, Net$62,759$60,536▼ $2,223
Prepaid Expenses and Deferred Charges$19,971$19,763▼ $208
Savings and Temporary Cash Investments$5,379$5,331▼ $48
Total Assets$599,504$632,312▲ $32,808
Liabilities
Other Liabilities$8,533$12,776▲ $4,243
Accounts Payable and Accrued Expenses$2,558$4,028▲ $1,470
Total Liabilities$11,091$16,804▲ $5,713
Net Assets / Fund Balance
Unrestricted Net Assets$588,413$615,508▲ $27,095
Total Net Assets Fund Balance$588,413$615,508▲ $27,095
Total Liabilities and Net Assets / Fund Balance$599,504$632,312▲ $32,808

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$50,945$190,025-
Equipment$9,591$208,807-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tina JonesPresident
Leigh SnodsmithVice President
Chris MccoolDirector
Chuck Bracknell IiiDirector
Gloria EffingerDirector
Hattie KaufmanDirector
Ida JohnsonDirector
Jaela AveryDirector
Joanne MilesDirector
Josh HastingsDirector
Kathy OtisDirector
Pauline MillsDirector
Mary Jo LooserSecretary
David MilisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$835,524
Program Service Revenue
$0
Investment Income
$260
Other Revenue
$0
All Other Contributions
$59,837
Change in Net Assets
$27,095

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Audited Revenue Reconciliation

Revenue per Audited Statements
$835,784
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$835,784
Total Revenue per Form 990
$835,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$542,586
Other Expenses$266,103
Total Fundraising Expense$76
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$427,774--$427,774
Payroll Taxes$114,812--$114,812
Occupancy$1,910$49,197-$51,107
Office Expenses-$39,145-$39,145
Depreciation Depletion$32,824--$32,824
Insurance$25,728--$25,728
Travel$19,360--$19,360
Advertising$13,794--$13,794
Fees for Services Accounting-$13,425-$13,425
All Other Expenses$5,896$4,370$76$10,342
Other Expenses$7,327$14,913-$7,327
Conferences and Meetings$629--$629
Total Functional Expenses$687,563$121,050$76$808,689

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$808,689
Total Expenses per Audited Statements$808,689
Total Expenses per Form 990$808,689
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Compensated Absences$12,776
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
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 11B

The treasurer of the organization reviewed the form 990 before it was filed. The other members of the governing body will be provided a copy of the form 990 at the next board meeting.

Form 990, Part VI, Section B, Line 15

It is firm policy for the the executive director and other employees that have been with turning point for over one year to be evaluated annually.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
San Inc Dba Turning Point
EIN
63-0780961
Phone
2057580808
Address
P O BOX 1165, TUSCALOOSA, AL 35403

Signing Officer

Name
Chuck Bracknell
Title
Officer
Phone
2057580808
Signed
2018-06-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chuck Bracknell
Formed
1978
Legal Domicile
Al
Voting Board Members
14
Independent Board Members
14
Employees
26
Volunteers
20

Preparer

Firm
Jamison Money Farmer Pc
Address
PO BOX 2347, TUSCALOOSA, AL 35403
Preparer
Stacie a Kirkland
Phone
2053458440
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IRS990/PYContributionsGrantsAmt0768358
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-15
IRS990/PYOtherExpensesAmt0250447
IRS990/PYOtherRevenueAmt06896
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt050280
IRS990/PYSalariesCompEmpBnftPaidAmt0474512
IRS990/PYTotalExpensesAmt0724959
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0775239
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt027095
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05379
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05331
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0835524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0775254
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0622442
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0576856
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0548896
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03358972
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0260
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0-15
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01009
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01150
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02404
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99930
IRS990ScheduleA/PublicSupportPY170Pct00.99900
IRS990ScheduleA/PublicSupportTotal170Amt03358972
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0835524
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0775254
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0622442
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0576856
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0548896
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03358972
IRS990ScheduleA/TotalSupportAmt03361376
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt050945
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0190025
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0240970
IRS990ScheduleD/EquipmentGrp/BookValueAmt09591
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0208807
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0218398
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0808689
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012776
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0COMPENSATED ABSENCES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0835784
IRS990ScheduleD/TotalBookValueLandBuildingsAmt060536
IRS990ScheduleD/TotalExpensesPerForm990Amt0808689
IRS990ScheduleD/TotalLiabilityAmt012776
IRS990ScheduleD/TotalRevenuePerForm990Amt0835784
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0835784
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0808689
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0THRIFT STORE VALUES
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER OF THE ORGANIZATION REVIEWED THE FORM 990 BEFORE IT WAS FILED. THE OTHER MEMBERS OF THE GOVERNING BODY WILL BE PROVIDED A COPY OF THE FORM 990 AT THE NEXT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IT IS FIRM POLICY FOR THE THE EXECUTIVE DIRECTOR AND OTHER EMPLOYEES THAT HAVE BEEN WITH TURNING POINT FOR OVER ONE YEAR TO BE EVALUATED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0599504
IRS990/TotalAssetsEOYAmt0632312
IRS990/TotalAssetsGrp/BOYAmt0599504
IRS990/TotalAssetsGrp/EOYAmt0632312
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0835524
IRS990/TotalEmployeeCnt026
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt076
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0121050
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0687563
IRS990/TotalFunctionalExpensesGrp/TotalAmt0808689
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011091
IRS990/TotalLiabilitiesEOYAmt016804
IRS990/TotalLiabilitiesGrp/BOYAmt011091
IRS990/TotalLiabilitiesGrp/EOYAmt016804
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0588413
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0615508
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0687563
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0260
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0835784
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0599504
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0632312
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt019360
IRS990/TravelGrp/TotalAmt019360
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0588413
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0615508
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 1165
IRS990/USAddress/CityNm0TUSCALOOSA
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035403
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.TURNINGPOINTSERVICES.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHUCK BRACKNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.10$0.03$4.07$1.08$1.10$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.15$0.06$4.09$0.94$0.91$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.07$0.02$4.05$1.49$0.82$0.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.01$3.39$0.74$0.70$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$0.01$3.32$0.88$0.70$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.02$3.15$1.84$0.84$1.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.02$2.15$2.36$0.82$1.54
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.02$0.62$0.84$0.81$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.01$0.59$0.78$0.72$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.03$0.54$0.62$0.65$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.02$0.57$0.58$0.57$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.58$0.02$0.56$0.55$0.53$0.02
2012Summary only. Only limited summary data is available for this year.$0.55$0.01$0.54$0.48$0.46$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.01$0.52$0.46
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.01$0.48$0.52