Civic Intelligence

Circle De Luz Inc.

990EZ • Fiscal year 2019 • EIN 74-3259379

Jun 01, 2018 to May 31, 2019 • Filed on Nov 06, 2019

Organization Profilecircledeluz.org
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

Score unavailable

No value available

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

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

52nd percentile

9.7%

Higher net margin than 52% of similar nonprofits.

2019 filings • NTEE B82 • <$500k nonprofits • Source year 2019

Top Officer Pay

95th percentile

$3,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2019 filings • NTEE B82 • <$500k nonprofits • Source year 2019

Asset Growth

59th percentile

6.7%

Faster asset growth than 59% of similar nonprofits.

2019 filings • NTEE B82 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-16%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • NTEE B82 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$224,009

Up $14,078 (+6.7%) from 2018

Net Assets

Up

$224,009

Up $14,078 (+6.7%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Down

$144,420

Down $27,557 (-16%) from 2018

Expenses

Up

$130,386

Up $30,757 (+31%) from 2018

Net Income

Down

$14,034

Down $58,314 (-81%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

2019

Assets$224,009
Liabilities-
Net Assets$224,009
Open 2019 Filing

Operations Trend

Revenue Growth34th percentile

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

2019

Revenue$144,420
Expenses$130,386
Net Income$14,034
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Nov 6, 2019
Return Version
2018v3.1
Gross Receipts
$145,620
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 recognition ceremony where we officially welcome 8 girls from Eastway Middle School into the program. This is a ceremony where we celebrate the initiation of these 7th graders into Circle de Luz. They will be with us for the next 6 years receiving holistic programming, mentoring and a scholarship at the end of their high school graduation. We received a grant from the Carolina Panthers of $10K to cover expenses for programming in general for our middle schoolers. We spent in this reception alone approximately $1,500.Our 5K run at Race to Educate. We ask the families and the girls to join in this race. We pay for their registration and provide them with shirts. Nearly 70 people registered among girls, parents, and siblings. We received a grant from the Ally to cover part of these expenses. The grant was for $9,000. The expenses for registration fees to the families, snacks, and shirts made for the girls were $3,500.Our State of the Circle (Year End Celebration). We invite all the families and teens the night before the race to celebrate the culmination of another school year. We received a grant from Ally to cover the expenses of this event. The grant was for $9,000. The expenses for food, location, volunteer recognition gifts were $5,500$101,757-
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexis Acosta-BoyceDirector-$3,000-$3,000
Rosie MolinaryChairPT$0--
Mary Kathryn ElkinsDirectorPT$0--
Ashley ClarkDirector-$0--
Vanessa GarciaDirector-$0--
Jocelyn Negron-RiosVice-Chair-$0--
Laura MurdockDirector-$0--
Leslie JohnsonDirector-$0--
Lucia Zapata-GriffithDirector-$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
2019-11-06
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 Expenses.1001

“Advertising and Promotion $5004”

Other Expenses.1012

“Insurance $3335”

Other Expenses.1

“Program Expenses $41819”

Other Expenses.2

“Books, Subscriptions, Referenc $3637”

Other Expenses.3

“Supplies $2566”

Other Expenses.4

“Meetings $2426”

Other Expenses.5

“Event Costs $1367”

Other Expenses.6

“Board development $1174”

Other Expenses.7

“Telephone $940”

Other Expenses.8

“Background checks $432”

Other Expenses.11

“Licenses and Registration $127”

Other Expenses.12

“Bank charges $49”

Other Expenses.13

“Miscellaneous $30”

Raw XML Appendix195 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/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Rosie Molinary
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Circle de Luz Inc
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ReturnHeader/Filer/EIN0743259379
ReturnHeader/Filer/PhoneNum07046090697
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282022767
ReturnHeader/PreparerPersonGrp/PhoneNum07043721515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry W Lancaster
ReturnHeader/ReturnTs02019-11-06T14:07:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,009
Liabilities
-
Net assets
$224,009
Revenue
$144,420
Expenses
$130,386
Net income
$14,034
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$3.43$3.20$0.23
2023Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$2.29$2.39$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$2.34$1.87$0.47
2021Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$1.22$1.12$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$1.33$1.36$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.24$2.24$1.44$1.30$0.14
2018Detailed filing. Detailed filing data is available for this year.$2.10$2.10$1.72$1.00$0.72
2017Detailed filing. Detailed filing data is available for this year.$1.38$1.38$0.86$1.42$0.56
2016Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$1.45$0.87$0.58
2015Detailed filing. Detailed filing data is available for this year.$1.35$1.35$1.38$1.07$0.30
2014Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.63$0.54$0.09
2013Summary only. Only limited summary data is available for this year.$0.96$0.00$0.39$0.11$0.28