Civic Intelligence

Circle De Luz Inc.

990EZ • Fiscal year 2015 • EIN 74-3259379

Jun 01, 2014 to May 31, 2015 • Filed on Oct 28, 2015

PO Box 2Davidson, NC 28036

(704) 516-8690

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

62nd percentile

22%

Higher net margin than 62% of similar nonprofits.

2015 filings • NTEE B82 • <$500k nonprofits • Source year 2015

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2015 filings • NTEE B82 • <$500k nonprofits • Source year 2015

Asset Growth

83rd percentile

29%

Faster asset growth than 83% of similar nonprofits.

2015 filings • NTEE B82 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

91st percentile

118%

Faster revenue growth than 91% of similar nonprofits.

2015 filings • NTEE B82 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$135,303

Up $30,463 (+29%) from 2014

Net Assets

Up

$135,303

Up $30,463 (+29%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$137,641

Up $74,524 (+118%) from 2014

Expenses

Up

$107,178

Up $52,742 (+97%) from 2014

Net Income

Up

$30,463

Up $21,782 (+251%) from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $96,159Liabilities 2013: $02013Assets 2014: $104,840Net Assets 2014: $104,8402014Assets 2015: $135,303Net Assets 2015: $135,3032015Assets 2016: $193,131Liabilities 2016: $30Net Assets 2016: $193,1012016Assets 2017: $137,583Net Assets 2017: $137,5832017Assets 2018: $209,931Net Assets 2018: $209,9312018Assets 2019: $224,009Net Assets 2019: $224,0092019Assets 2020: $220,754Liabilities 2020: $30Net Assets 2020: $220,7242020Assets 2021: $184,603Liabilities 2021: $18Net Assets 2021: $184,5852021Assets 2022: $287,484Liabilities 2022: $0Net Assets 2022: $287,4842022Assets 2023: $228,640Liabilities 2023: $0Net Assets 2023: $228,6402023Assets 2024: $274,553Liabilities 2024: $0Net Assets 2024: $274,5532024

Highlighted filing

2015

Assets$135,303
Liabilities-
Net Assets$135,303

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2013: $39,288Expenses 2013: $11,081Net Income 2013: $28,2072013Revenue 2014: $63,117Expenses 2014: $54,436Net Income 2014: $8,6812014Revenue 2015: $137,641Expenses 2015: $107,178Net Income 2015: $30,4632015Revenue 2016: $145,064Expenses 2016: $87,266Net Income 2016: $57,7982016Revenue 2017: $86,213Expenses 2017: $141,731Net Income 2017: -$55,5182017Revenue 2018: $171,977Expenses 2018: $99,629Net Income 2018: $72,3482018Revenue 2019: $144,420Expenses 2019: $130,386Net Income 2019: $14,0342019Revenue 2020: $132,511Expenses 2020: $135,796Net Income 2020: -$3,2852020Revenue 2021: $121,987Expenses 2021: $111,992Net Income 2021: $9,9952021Revenue 2022: $234,225Expenses 2022: $187,226Net Income 2022: $46,9992022Revenue 2023: $228,656Expenses 2023: $238,684Net Income 2023: -$10,0282023Revenue 2024: $342,777Expenses 2024: $320,050Net Income 2024: $22,7272024

Highlighted filing

2015

Revenue$137,641
Expenses$107,178
Net Income$30,463
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Oct 28, 2015
Return Version
2014v5.0
Gross Receipts
$137,641
Mission and Program Overview

Mission

The organization seeks to radically empower young Latinas by supporting their transformation through extensive mentoring, holistic programming and scholarship funds for further education. Immersed in an experiential culture of learning, Latinas served by Circle de Luz exhibit resilience, confidence and authenticity as they complete high school and pursue further education.

Program Services

DescriptionGrantsExpenses
Our work begins when we select a cohort group of Latinas in seventh grade and we continue our support of them through their high school graduation. Following our Developmental Model, our annual programming for each class covers twelve important themes including Academic Inspiration and Support, College Readiness, Arts, Life skills, Personal Growth, Wellness, Team Building, Outdoor Experience, and Community Engagement. These events take place at least once a month per class with the addition of a monthly in-school program during the middle school years. We also provide thoughtful group and individual mentoring throughout the six years while guaranteeing each girl a minimum of a $5,000 scholarship when she graduates from high school and pursues further education.$60,046-
Provided four scholarships to Latina woman that have graduated from high school and are pursuing a higher education.$29,645$29,645
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rosie MolinaryChairman-$0--
Aleigh AcerniDirector-$0--
Anna FreulerDirector-$0--
Vanessa GarciaTreasurer-$0--
Jennifer GeyerDirector-$0--
Faith Bonilla GreenDirector-$0--
Leslie JohnsonDirector-$0--
Jocelyn Negron-RiosDirector-$0--
Filing and Contact Details

Filer

Filer Name
Circle de Luz Inc
EIN
74-3259379
Address
PO Box 2, Davidson, NC 28036

Signing Officer

Name
Rosie Molinary
Title
Chairman
Signed
2015-10-28
Discuss with paid preparer
Yes

Preparer

Firm
C DeWitt Foard & Co PA CPAs
Address
817 E Morehead Street Ste 100, Charlotte, NC 28202-2767
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Other Revenue.1

Other Revenue $50

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: Scholarships | Donee's Name: Central Piedmont Community College | Cash Amount Given: $20734

Grants and Similar Amounts Paid In Excess of $5,000.2

Class of Activity: Scholarships | Donee's Name: Queens University of Charlotte | Cash Amount Given: $6911

Other Expenses.1001

Advertising and Promotion $2068

Other Expenses.1002

Office Expenses $4666

Other Expenses.1007

Conferences, Conventions, and Meetings $4040

Other Expenses.1012

Insurance $2474

Other Expenses.1

Program Expenses $33529

Other Expenses.2

Board development $2725

Other Expenses.3

Board meetings $1552

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Revenue $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Scholarships | Donee's Name: Central Piedmont Community College | Cash Amount Given: $20734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Class of Activity: Scholarships | Donee's Name: Queens University of Charlotte | Cash Amount Given: $6911
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rosie Molinary
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-28
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ReturnHeader/Filer/EIN0743259379
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ReturnHeader/Filer/USAddress/ZIPCd028036
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C DeWitt Foard & Co PA CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0817 E Morehead Street Ste 100
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282022767
ReturnHeader/PreparerPersonGrp/PhoneNum07043721515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry W Lancaster
ReturnHeader/ReturnTs02015-10-28T14:00:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

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