Civic Intelligence

Tab N Action Inc

990 • Fiscal year 2014 • EIN 72-1223772

Sep 01, 2013 to Aug 31, 2014 • Filed on Jul 01, 2015

PO Box 471771210

(318) 801-0143

Siviq Scores

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

Liabilities / Assets

60th percentile

0.19x

Higher debt load relative to assets than 60% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

31st percentile

0.04x

Higher debt load relative to revenue than 31% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

49th percentile

2.4%

Higher net margin than 49% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

60th percentile

$81,133

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

93rd percentile

62%

Faster asset growth than 93% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

565%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Assets

Flat

$589,980

Flat from 2014

Net Assets

Flat

$476,127

Flat from 2014

Liabilities

Flat

$113,853

Flat from 2014

Revenue

Flat

$2,836,577

Flat from 2014

Expenses

Flat

$2,767,341

Flat from 2014

Net Income

Flat

$69,236

Flat from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2009: $75,377Liabilities 2009: $74,5422009Assets 2010: $60,655Liabilities 2010: $42,5702010Assets 2011: $54,321Liabilities 2011: $35,5072011Assets 2012: $45,196Liabilities 2012: $25,0042012Assets 2013: $363,984Liabilities 2013: $67,453Net Assets 2013: $296,5312013Assets 2014: $589,980Liabilities 2014: $113,853Net Assets 2014: $476,1272014Assets 2014: $589,980Liabilities 2014: $113,853Net Assets 2014: $476,1272014Assets 2015: $653,843Liabilities 2015: $90,550Net Assets 2015: $563,2932015Assets 2016: $631,935Liabilities 2016: $7,138Net Assets 2016: $624,7972016Assets 2017: $652,131Liabilities 2017: $133,497Net Assets 2017: $518,6342017

Highlighted filing

2014

Assets$589,980
Liabilities$113,853
Net Assets$476,127

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2009: $83,359Expenses 2009: $117,807Net Income 2009: -$34,4482009Revenue 2010: $81,856Expenses 2010: $64,606Net Income 2010: $17,2502010Revenue 2011: $72,734Expenses 2011: $72,005Net Income 2011: $7292011Revenue 2012: $64,141Expenses 2012: $62,763Net Income 2012: $1,3782012Expenses 2013: $127,8752013Revenue 2014: $2,836,577Expenses 2014: $2,767,341Net Income 2014: $69,2362014Revenue 2014: $2,836,577Expenses 2014: $2,767,341Net Income 2014: $69,2362014Revenue 2015: $2,877,176Expenses 2015: $2,658,088Net Income 2015: $219,0882015Revenue 2016: $2,657,619Expenses 2016: $2,699,947Net Income 2016: -$42,3282016Revenue 2017: $2,391,494Expenses 2017: $2,475,892Net Income 2017: -$84,3982017

Highlighted filing

2014

Revenue$2,836,577
Expenses$2,767,341
Net Income$69,236
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jul 1, 2015
Return Version
2013v4.0
Gross Receipts
$2,836,577
Mission and Program Overview

Mission

To provide services to the poor and needy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$107,839$310,499▲ $202,660
Pledges and Grants Receivable$166,322$213,487▲ $47,165
Cash and Non-Interest-Bearing Accounts$21,036$38,535▲ $17,499
Prepaid Expenses and Deferred Charges$68,787$27,459▼ $41,328
Total Assets$363,984$589,980▲ $225,996
Liabilities
Accounts Payable and Accrued Expenses$67,453$113,853▲ $46,400
Total Liabilities$67,453$113,853▲ $46,400
Net Assets / Fund Balance
Temporarily Rstr Net Assets$263,019$442,299▲ $179,280
Unrestricted Net Assets$33,512$33,828▲ $316
Total Net Assets Fund Balance$296,531$476,127▲ $179,596
Total Liabilities and Net Assets / Fund Balance$363,984$589,980▲ $225,996

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$14,250$80,750-
Equipment$287,082$67,323-
Leasehold Improvements$9,167$1,833-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Shandra SmithPrincipalFT$81,133$81,133
Regina MilikenFinancial SecretaryFT$1,705$1,705

Board Members and Trustees

NameTitle
Robert TanzyPresident
Fred MitchellVice President
Joslyn WrightBoard Member
Roosevelt WrightExecutive Director
Jeanette MitchellSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,836,577
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$221,591
Change in Net Assets
$69,236

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,729,367
Revenue Not Reported on Financial Statements
$107,210
Other Revenue Adjustments
$107,210
Total Revenue per Audited Statements
$2,729,367
Total Revenue per Form 990
$2,836,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,873,207
Salaries, Compensation, and Employee Benefits$894,134
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$485,599$379,463$0$865,062
Other Salaries and Wages$675,864$18,727$0$694,591
Occupancy$0$630,486$0$630,486
Other Expenses$84,703$0$0$84,703
Current Officers, Directors, Trustees, and Key Employees$0$81,133$0$81,133
Depreciation Depletion$0$74,702$0$74,702
Other Employee Benefits$55,294$8,421$0$63,715
Payroll Taxes$47,903$6,792$0$54,695
Total Functional Expenses$1,567,617$1,199,724$0$2,767,341

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,767,341
Expenses per Audited Statements$2,266,255
Total Expenses per Audited Statements$2,266,255
Expenses Not Reported on Financial Statements$501,086
Other Expense Adjustments$501,086
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Filing and Contact Details

Filer

EIN
72-1223772
Phone
3188010143

Signing Officer

Name
Robert Tanzy
Title
President
Phone
3188010143
Signed
2015-07-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Tanzy
Formed
2012
Legal Domicile
La
Voting Board Members
7
Independent Board Members
7
Employees
19
Volunteers
0

Preparer

Preparer
Rosie D Harper
Phone
3183878008
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The Form 990 is reviewed and approved by the President and/or

Pt VI, Line 15B

Executive Director before filing. It is presented to the board at the next subsequent meeting.

Pt VI, Line 15A

The board of directors independently review salaries and

Pt VI, Line 15A

wages of similar positions in organizations of comparable

Pt VI, Line 15A

sizes and establish compensation packages accordingly.

Pt VI, Line 15B

The board of directors independently review salaries and

Pt VI, Line 15B

wages of similar positions in organizations of comparable

Pt VI, Line 15B

sizes and establish compensation packages accordingly.

Pt VI, Line 2

Executive Director Roosevelt Wright is the spouse of board

Pt VI, Line 2

member Josyln Wright.

Pt VI, Line 12C

The organization adheres to the State of Louisiana guidelines

Pt VI, Line 12C

concerning nepotism and conflicts of interest. Reviews

Pt VI, Line 12C

are conducted annually during the recruiting and hiring of

Pt VI, Line 12C

staff.

Form 990EZ, Part I, Line 16

Learn fun activities summer trip transportation expense bank service charge interest expense black heritage drama storage bayou classic boy scouts winter camp court of honor joining fees vehicle repairs program expense accounting fees

Form 990EZ, Part II, Line 26

Note payable accrued liabilities

Form 990, Part IX, Line 24F

Pupil support 55526. 55526. 0. 0. Instruction staff service 200. 200. 0. 0. General & administration 73115. 0. 73115. 0. Other school administration 29163. 0. 29163. 0. Business services 210654. 0. 210654. 0. Student transportation 264993. 264993. 0. 0. Central services 66531. 0. 66531. 0. Food services 122224. 122224. 0. 0. Other program expenses 42656. 42656. 0. 0.

Financial Statement Notes

Pt XI Line 4B

The organization operates on a fiscal year ending 8/31 and the audit is conducted on a fiscal year ending 6/30 The timing differences created a difference in revenue.

Pt XII Line 4B

The organization operates on a fiscal year ending 8/31 and the audit is conducted on a fiscal year ending 6/30 The timing differences created a difference in expenses.

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IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt011000
IRS990ScheduleD/OtherExpensesNotIncludedAmt0501086
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt014250
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt080750
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt095000
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0107210
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0107210
IRS990ScheduleD/RevenueSubtotalAmt02729367
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization operates on a fiscal year ending 8/31 and the audit is conducted on a fiscal year ending 6/30 The timing differences created a difference in revenue.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The organization operates on a fiscal year ending 8/31 and the audit is conducted on a fiscal year ending 6/30 The timing differences created a difference in expenses.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XI Line 4b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XII Line 4b
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0310499
IRS990ScheduleD/TotalExpensesPerForm990Amt02767341
IRS990ScheduleD/TotalRevenuePerForm990Amt02836577
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02729367
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02266255
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PER THE STATE OF LOUISIANA GUIDELINES, THE POLICY OF NON- DISCRIMINATION IS PUBLICIZED IN NEWSPAPER AND BROADCAST MEDIA.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION SPONSORS A CHARTER SCHOOL WHICH IS FUNDED BY THE STATE OF LOUISIANA.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Line 6b
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is reviewed and approved by the President and/or
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Executive Director before filing. It is presented to the board at the next subsequent meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board of directors independently review salaries and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3wages of similar positions in organizations of comparable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4sizes and establish compensation packages accordingly.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The board of directors independently review salaries and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6wages of similar positions in organizations of comparable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7sizes and establish compensation packages accordingly.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Executive Director Roosevelt Wright is the spouse of board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9member Josyln Wright.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10The organization adheres to the State of Louisiana guidelines
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11concerning nepotism and conflicts of interest. Reviews
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12are conducted annually during the recruiting and hiring of
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13staff.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14LEARN FUN ACTIVITIES SUMMER TRIP TRANSPORTATION EXPENSE BANK SERVICE CHARGE INTEREST EXPENSE BLACK HERITAGE DRAMA STORAGE BAYOU CLASSIC BOY SCOUTS WINTER CAMP COURT OF HONOR JOINING FEES VEHICLE REPAIRS PROGRAM EXPENSE ACCOUNTING FEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15NOTE PAYABLE ACCRUED LIABILITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PUPIL SUPPORT 55526. 55526. 0. 0. INSTRUCTION STAFF SERVICE 200. 200. 0. 0. GENERAL & ADMINISTRATION 73115. 0. 73115. 0. OTHER SCHOOL ADMINISTRATION 29163. 0. 29163. 0. BUSINESS SERVICES 210654. 0. 210654. 0. STUDENT TRANSPORTATION 264993. 264993. 0. 0. CENTRAL SERVICES 66531. 0. 66531. 0. FOOD SERVICES 122224. 122224. 0. 0. OTHER PROGRAM EXPENSES 42656. 42656. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24f
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0263019
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0442299
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0363984
IRS990/TotalAssetsEOYAmt0589980
IRS990/TotalAssetsGrp/BOYAmt0363984
IRS990/TotalAssetsGrp/EOYAmt0589980
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02836577
IRS990/TotalEmployeeCnt019
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01199724
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01567617
IRS990/TotalFunctionalExpensesGrp/TotalAmt02767341
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt067453
IRS990/TotalLiabilitiesEOYAmt0113853
IRS990/TotalLiabilitiesGrp/BOYAmt067453
IRS990/TotalLiabilitiesGrp/EOYAmt0113853
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0296531
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0476127
IRS990/TotalProgramServiceExpensesAmt01567617
IRS990/TotalReportableCompFromOrgAmt082838
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02836577
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0363984
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0589980
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt033512
IRS990/UnrestrictedNetAssetsGrp/EOYAmt033828
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10115 Selman Drive
IRS990/USAddress/City0Monroe
IRS990/USAddress/State0LA
IRS990/USAddress/ZIPCode071202
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT TANZY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03188010143
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine10Tab-N-Action Inc
ReturnHeader/Filer/BusinessNameControlTxt0TAB-
ReturnHeader/Filer/EIN0721223772
ReturnHeader/Filer/PhoneNum03188010143

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