Civic Intelligence

Circle De Luz Inc.

990EZ • Fiscal year 2016 • EIN 74-3259379

Jun 01, 2015 to May 31, 2016 • Filed on Dec 20, 2016

PO Box 2Davidson, NC 28036

(704) 609-0697

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

Higher debt load relative to assets than 80% of similar nonprofits.

2016 filings • NTEE B82 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

79th percentile

0.00x

Higher debt load relative to revenue than 79% of similar nonprofits.

2016 filings • NTEE B82 • <$500k nonprofits • Source year 2016

Net Margin

78th percentile

40%

Higher net margin than 78% of similar nonprofits.

2016 filings • NTEE B82 • <$500k nonprofits • Source year 2016

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.

2016 filings • NTEE B82 • <$500k nonprofits • Source year 2016

Asset Growth

87th percentile

43%

Faster asset growth than 87% of similar nonprofits.

2016 filings • NTEE B82 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

57th percentile

5.4%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • NTEE B82 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$193,131

Up $57,828 (+43%) from 2015

Net Assets

Up

$193,101

Up $57,798 (+43%) from 2015

Liabilities

$30

No earlier filing loaded for comparison.

Revenue

Up

$145,064

Up $7,423 (+5.4%) from 2015

Expenses

Down

$87,266

Down $19,912 (-19%) from 2015

Net Income

Up

$57,798

Up $27,335 (+90%) from 2015

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

2016

Assets$193,131
Liabilities$30
Net Assets$193,101

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

2016

Revenue$145,064
Expenses$87,266
Net Income$57,798
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Dec 20, 2016
Return Version
2015v2.0
Gross Receipts
$145,064
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.$60,204-
Five of our CDL members graduated from high school in May 2016. They were awarded their scholarships of $5,000 with a stipend of $200 each. The payout was made in July 2016, not to be recognized in this Year End preparation.$11,880$11,880
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rosie MolinaryChairPT$0--
Mary Kathryn ElkinsDirector-$0--
Ashley ClarkDirector-$0--
Vanessa GarciaDirector-$0--
Jocelyn Negron-RiosDirector-$0--
Kelley CockDirector-$0--
Leslie JohnsonDirector-$0--
Filing and Contact Details

Filer

Filer Name
Circle de Luz Inc
EIN
74-3259379
Phone
7046090697
Address
PO Box 2, Davidson, NC 28036

Signing Officer

Name
Rosie Molinary
Title
Chair
Signed
2016-12-20
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

Grants and Similar Amounts Paid In Excess of $5,000.4

| Donee's Name: Guilford College | Cash Amount Given: $5605

Grants and Similar Amounts Paid In Excess of $5,000.5

| Donee's Name: Johnson C Smith University | Cash Amount Given: $5605

Other Expenses.1001

Advertising and Promotion $1319

Other Expenses.1003

Information Technology $3294

Other Expenses.1005

Travel $72

Other Expenses.1012

Insurance $2509

Other Expenses.1

Program Expenses $28299

Other Expenses.2

Supplies $4070

Other Expenses.3

Board development $3167

Other Expenses.4

Board meetings $844

Other Expenses.7

Miscellaneous $-86

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $30

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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/ExplanationTxt0| Donee's Name: Guilford College | Cash Amount Given: $5605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Johnson C Smith University | Cash Amount Given: $5605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $1319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Information Technology $3294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Travel $72
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $2509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Program Expenses $28299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Supplies $4070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Board development $3167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Board meetings $844
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.4
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Rosie Molinary
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-20
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ReturnHeader/Filer/EIN0743259379
ReturnHeader/Filer/PhoneNum07046090697
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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/ReturnTs02016-12-20T12:51:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

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