Civic Intelligence

Eo Dallas

990 • Fiscal year 2017 • EIN 75-2929123

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 05, 2017

Organization ProfileN/A
6205 Chapel Hill Blvd Ste 300Plano, TX 75093

(972) 773-9969

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.11x

Higher debt load relative to assets than 63% of similar nonprofits.

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

Liabilities / Revenue

59th percentile

0.07x

Higher debt load relative to revenue than 59% of similar nonprofits.

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

Net Margin

66th percentile

11%

Higher net margin than 66% 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

35th percentile

-1.2%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

67th percentile

16%

Faster revenue growth than 67% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$372,988

Down $4,558 (-1.2%) from 2016

Net Assets

Up

$333,344

Up $64,671 (+24%) from 2016

Liabilities

Down

$39,644

Down $69,229 (-64%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin66th percentile

Revenue

Up

$602,399

Up $81,771 (+16%) from 2016

Expenses

Up

$537,629

Up $84,691 (+19%) from 2016

Net Income

Down

$64,770

Down $2,920 (-4.3%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$1.0M$500K$0Assets 2010: $166,545Liabilities 2010: $7,304Net Assets 2010: $159,2412010Assets 2012: $85,025Liabilities 2012: $18,867Net Assets 2012: $66,1582012Assets 2013: $99,365Liabilities 2013: $9,428Net Assets 2013: $89,9372013Assets 2014: $172,013Liabilities 2014: $14,291Net Assets 2014: $157,7222014Assets 2015: $236,213Liabilities 2015: $35,230Net Assets 2015: $200,9832015Assets 2016: $377,546Liabilities 2016: $108,873Net Assets 2016: $268,6732016Assets 2017: $372,988Liabilities 2017: $39,644Net Assets 2017: $333,3442017Assets 2019: $496,600Liabilities 2019: $141,383Net Assets 2019: $355,2172019Assets 2020: $918,952Liabilities 2020: $258,505Net Assets 2020: $660,4472020Assets 2021: $845,563Liabilities 2021: $358,306Net Assets 2021: $487,2572021Assets 2022: $645,191Liabilities 2022: $134,470Net Assets 2022: $510,7212022Assets 2023: $906,280Liabilities 2023: $443,789Net Assets 2023: $462,4912023Assets 2024: $904,875Liabilities 2024: $426,890Net Assets 2024: $477,9852024Assets 2025: $553,150Liabilities 2025: $121,576Net Assets 2025: $431,5742025

Highlighted filing

2017

Assets$372,988
Liabilities$39,644
Net Assets$333,344
Open 2017 Filing

Operations Trend

Revenue Growth67th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $710,3282010Revenue 2012: $379,452Expenses 2012: $387,628Net Income 2012: -$8,1762012Expenses 2013: $358,6462013Revenue 2014: $438,638Expenses 2014: $370,853Net Income 2014: $67,7852014Revenue 2015: $464,571Expenses 2015: $421,310Net Income 2015: $43,2612015Revenue 2016: $520,628Expenses 2016: $452,938Net Income 2016: $67,6902016Revenue 2017: $602,399Expenses 2017: $537,629Net Income 2017: $64,7702017Revenue 2019: $400,136Expenses 2019: $440,723Net Income 2019: -$40,5872019Revenue 2020: $628,520Expenses 2020: $323,292Net Income 2020: $305,2282020Revenue 2021: $418,622Expenses 2021: $586,809Net Income 2021: -$168,1872021Revenue 2022: $569,422Expenses 2022: $545,958Net Income 2022: $23,4642022Revenue 2023: $812,827Expenses 2023: $860,943Net Income 2023: -$48,1162023Revenue 2024: $955,086Expenses 2024: $951,593Net Income 2024: $3,4932024Revenue 2025: $847,043Expenses 2025: $893,454Net Income 2025: -$46,4112025

Highlighted filing

2017

Revenue$602,399
Expenses$537,629
Net Income$64,770
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 5, 2017
Return Version
2016v3.1
Gross Receipts
$602,399
Mission and Program Overview

Mission

To support, educate, and encourage young entrepeneurs to succeed in building companies and themselves.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$337,273$292,363▼ $44,910
Accounts Receivable$1,514$72,314▲ $70,800
Prepaid Expenses and Deferred Charges$38,759$8,311▼ $30,448
Total Assets$377,546$372,988▼ $4,558
Liabilities
Other Liabilities$95,243$35,753▼ $59,490
Accounts Payable and Accrued Expenses$13,630$3,891▼ $9,739
Total Liabilities$108,873$39,644▼ $69,229
Net Assets / Fund Balance
Unrestricted Net Assets$268,673$333,344▲ $64,671
Total Net Assets Fund Balance$268,673$333,344▲ $64,671
Total Liabilities and Net Assets / Fund Balance$377,546$372,988▼ $4,558
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Terry PhamForum Chair
Imran KarimSocial Chair
Jessica NunezPresident
Vlad MolchadskiAccelerator
Michael EhricCommunicatio
Ryan CassinCommunicatio
Steven NuenerIntegration
Reagan HillierLearning CHA
Eric McgeheartyMembership C
Randy HaranMentorship C
Melinda WoodwardSponsorship
Robert NunezSpousal Foru
Kevin BonfieldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$601,427
Program Service Revenue
$0
Investment Income
$972
Other Revenue
$0
All Other Contributions
$239,422
Change in Net Assets
$64,770
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$537,629
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$458,943--$458,943
Fees for Services Management-$50,041-$50,041
Office Expenses-$19,973-$19,973
Fees for Services Accounting-$6,969-$6,969
Advertising-$1,403-$1,403
Other Expenses$300--$300
Total Functional Expenses$459,243$78,386$0$537,629
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
Deferred Revenue$35,753
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 11B

“Reviewed in directors' meeting. Tax return reviewed by the governing body and the finance chair.”

Form 990, Page 6, Part VI, Line 19

“Upon written request these documents are provided”

Filing and Contact Details

Filer

Filer Name
Eo Dallas
EIN
75-2929123
Phone
9727739969
Address
6205 CHAPEL HILL BLVD STE 300, PLANO, TX 75093

Signing Officer

Name
Kevin Bonfield
Title
Treasurer
Phone
2143855789
Signed
2017-12-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Bonfield
Formed
2001
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
0
Employees
0

Preparer

Firm
Trinity Professional Group Inc
Address
PO BOX 380370, DUNCANVILLE, TX 75138-0370
Preparer
David H Smith CPA
Phone
9727739969
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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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED REVENUE
IRS990ScheduleD/TotalLiabilityAmt035753
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED IN DIRECTORS' MEETING. TAX RETURN REVIEWED BY THE GOVERNING BODY AND THE FINANCE CHAIR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON WRITTEN REQUEST THESE DOCUMENTS ARE PROVIDED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0377546
IRS990/TotalAssetsEOYAmt0372988
IRS990/TotalAssetsGrp/BOYAmt0377546
IRS990/TotalAssetsGrp/EOYAmt0372988
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0601427
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt078386
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0459243
IRS990/TotalFunctionalExpensesGrp/TotalAmt0537629
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0108873
IRS990/TotalLiabilitiesEOYAmt039644
IRS990/TotalLiabilitiesGrp/BOYAmt0108873
IRS990/TotalLiabilitiesGrp/EOYAmt039644
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0268673
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0333344
IRS990/TotalProgramServiceExpensesAmt0459243
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0972
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0602399
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0377546
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0372988
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0268673
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0333344
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03131 MCKINNEY AVE SUITE 600
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075204
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN BONFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02143855789
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EO DALLAS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JONES SQUARE FINANCIAL SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0EODA
ReturnHeader/Filer/EIN0752929123
ReturnHeader/Filer/PhoneNum09727739969
ReturnHeader/Filer/USAddress/AddressLine1Txt06205 CHAPEL HILL BLVD STE 300
ReturnHeader/Filer/USAddress/CityNm0PLANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075093
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07F6566B84D79D6CA44EC4D05B5CF094878D71A4D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08AE7A7985622D0299A6D121F26C0752C747F2B2F
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300876749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRINITY PROFESSIONAL GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 380370
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DUNCANVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0751380370
ReturnHeader/PreparerPersonGrp/PhoneNum09727739969
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID H SMITH CPA
ReturnHeader/ReturnTs02018-05-11T16:20:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$372,988
Liabilities
$39,644
Net assets
$333,344
Revenue
$602,399
Expenses
$537,629
Net income
$64,770
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.53$1.22$4.32$8.47$8.93$0.46
2024Detailed filing. Detailed filing data is available for this year.$9.05$4.27$4.78$9.55$9.52$0.03
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.06$4.44$4.62$8.13$8.61$0.48
2022Detailed filing. Detailed filing data is available for this year.$6.45$1.34$5.11$5.69$5.46$0.23
2021Detailed filing. Detailed filing data is available for this year.$8.46$3.58$4.87$4.19$5.87$1.68
2020Detailed filing. Detailed filing data is available for this year.$9.19$2.59$6.60$6.29$3.23$3.05
2019Detailed filing. Detailed filing data is available for this year.$4.97$1.41$3.55$4.00$4.41$0.41
2017Detailed filing. Detailed filing data is available for this year.$3.73$0.40$3.33$6.02$5.38$0.65
2016Detailed filing. Detailed filing data is available for this year.$3.78$1.09$2.69$5.21$4.53$0.68
2015Detailed filing. Detailed filing data is available for this year.$2.36$0.35$2.01$4.65$4.21$0.43
2014Detailed filing. Detailed filing data is available for this year.$1.72$0.14$1.58$4.39$3.71$0.68
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.09$0.90$3.59
2012Summary only. Only limited summary data is available for this year.$0.85$0.19$0.66$3.79$3.88$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.07$1.59$7.10