Civic Intelligence

Tanner Perry Inc.

990EZ • Fiscal year 2014 • EIN 76-0349860

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
4403 RoseneathHouston, TX 77021

(713) 842-4236

Siviq Scores

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

Liabilities / Assets

69th percentile

0.04x

Higher debt load relative to assets than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

77th percentile

0.06x

Higher debt load relative to revenue than 77% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

31st percentile

-8.1%

Faster asset growth than 31% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

32nd percentile

-10%

Faster revenue growth than 32% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$52,923

Down $4,642 (-8.1%) from 2013

Net Assets

Down

$50,877

Down $5,212 (-9.3%) from 2013

Liabilities

Up

$2,046

Up $570 (+39%) from 2013

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin19th percentile

Revenue

Down

$35,214

Down $3,930 (-10%) from 2013

Expenses

Down

$40,426

Down $14,133 (-26%) from 2013

Net Income

Up

-$5,212

Up $10,203 (+66%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$100K$50K$0Assets 2011: $81,679Liabilities 2011: $0Net Assets 2011: $81,6792011Assets 2012: $72,739Liabilities 2012: $0Net Assets 2012: $72,7392012Assets 2013: $57,565Liabilities 2013: $1,476Net Assets 2013: $56,0892013Assets 2014: $52,923Liabilities 2014: $2,046Net Assets 2014: $50,8772014Assets 2015: $46,117Liabilities 2015: $1,000Net Assets 2015: $45,1172015Assets 2016: $35,241Liabilities 2016: $0Net Assets 2016: $35,2412016

Highlighted filing

2014

Assets$52,923
Liabilities$2,046
Net Assets$50,877
Open 2014 Filing

Operations Trend

Revenue Growth32nd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $20,267Expenses 2011: $24,566Net Income 2011: -$4,2992011Revenue 2012: $31,865Expenses 2012: $40,805Net Income 2012: -$8,9402012Revenue 2013: $39,144Expenses 2013: $54,559Net Income 2013: -$15,4152013Revenue 2014: $35,214Expenses 2014: $40,426Net Income 2014: -$5,2122014Revenue 2015: $38,595Expenses 2015: $44,355Net Income 2015: -$5,7602015Revenue 2016: $36,208Expenses 2016: $46,084Net Income 2016: -$9,8762016

Highlighted filing

2014

Revenue$35,214
Expenses$40,426
Net Income-$5,212
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Gross Receipts
$35,214
Mission and Program Overview

Mission

Charitable assisted living services

Program Services

DescriptionGrantsExpenses
PROVIDED PERSONAL CARE WELL BALANCED MEALS DAILY HOUSEKEEPING TRASH REMOVAL PERSONAL LAUNDRY DAILY PHYSICAL FITNESS LEARNING AND SPIRITUAL ACTIVITIES-$37,036
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEDALIA CASTLEBERRY MITCHELLPresident ManagerFT$0--
WAYLON MITCHELLSecretaryPT$0--
RONALD MATHISDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Tanner Perry Inc
EIN
76-0349860
Address
4403 ROSENEATH, Houston, TX 77021

Signing Officer

Name
Sedalia Castleberry Mitchell
Title
President Manag
Phone
7138424236
Signed
2015-05-15
Discuss with paid preparer
No

Preparer

Firm
Steven Barlow CPA
Address
4506 Laura Koppe Rd, Houston, TX 77016
Preparer
Keishawna Williams
Phone
7134918634
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountTELEPHONE 1,644ALARM 1,287PROFESSIONAL FEE 520SUPPLIES 1,727PROPERTY TAX 2,182LICENSE REGISTRATION PERMITS 903BANK SERVICE CHARGE 42INSURANCE 3,131DEPRECIATION EXPENSE 3,391GROCERIES 4,629”

Description of other assets Part II line 24

“Category Beginning of Year End of YearLEASEHOLD IMPROVEMENTS 18,815 16,577FURNITURE 793 0FIRE ALARM EQUIPMENT 2,601 2,312APPLIANCES 72 1”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearLOAN PAYABLE 1,000 1,000PAYROLL LIABILITIES 476 1,046”

Raw XML Appendix133 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0SEDALIA CASTLEBERRY MITCHELL
IRS990EZ/BooksInCareOfDetail/PhoneNum07138424236
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04403 ROSENEATH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077026
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035284
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034033
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt035214
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5212
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt057565
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IRS990EZ/GrossReceiptsAmt035214
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056089
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050877
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056089
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050877
IRS990EZ/OccupancyRentUtltsAndMaintAmt05754
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SEDALIA CASTLEBERRY MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WAYLON MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RONALD MATHIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt022281
IRS990EZ/OtherAssetsTotalDetail/EOYAmt018890
IRS990EZ/OtherExpensesTotalAmt019456
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE ASSISTED LIVING SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED PERSONAL CARE WELL BALANCED MEALS DAILY HOUSEKEEPING TRASH REMOVAL PERSONAL LAUNDRY DAILY PHYSICAL FITNESS LEARNING AND SPIRITUAL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037036
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt015216
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01476
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02046
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040426
IRS990EZ/TotalProgramServiceExpensesAmt037036
IRS990EZ/TotalRevenueAmt035214
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt035214
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt038059
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt031864
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt018756
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0128218
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01085
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01511
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01755
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04352
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96720
IRS990ScheduleA/PublicSupportPY170Pct00.96000
IRS990ScheduleA/PublicSupportTotal170Amt0128218
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt035214
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt038059
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt031864
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt018756
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04325
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0128218
IRS990ScheduleA/TotalSupportAmt0132570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountTELEPHONE 1,644ALARM 1,287PROFESSIONAL FEE 520SUPPLIES 1,727PROPERTY TAX 2,182LICENSE REGISTRATION PERMITS 903BANK SERVICE CHARGE 42INSURANCE 3,131DEPRECIATION EXPENSE 3,391GROCERIES 4,629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearLEASEHOLD IMPROVEMENTS 18,815 16,577FURNITURE 793 0FIRE ALARM EQUIPMENT 2,601 2,312APPLIANCES 72 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearLOAN PAYABLE 1,000 1,000PAYROLL LIABILITIES 476 1,046
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SEDALIA CASTLEBERRY MITCHELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT MANAG
ReturnHeader/BusinessOfficerGrp/PhoneNum07138424236
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TANNER PERRY INC
ReturnHeader/Filer/BusinessNameControlTxt0TANN
ReturnHeader/Filer/EIN0760349860
ReturnHeader/Filer/USAddress/AddressLine1Txt04403 ROSENEATH
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077021
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760296149
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steven Barlow CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04506 Laura Koppe Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077016
ReturnHeader/PreparerPersonGrp/PhoneNum07134918634
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Keishawna Williams
ReturnHeader/ReturnTs02015-05-15T13:11:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,923
Liabilities
$2,046
Net assets
$50,877
Revenue
$35,214
Expenses
$40,426
Net income
-$5,212
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$35.2$0.00$35.2$36.2$46.1$9.88
2015Detailed filing. Detailed filing data is available for this year.$46.1$1.00$45.1$38.6$44.4$5.76
2014Detailed filing. Detailed filing data is available for this year.$52.9$2.05$50.9$35.2$40.4$5.21
2013Detailed filing. Detailed filing data is available for this year.$57.6$1.48$56.1$39.1$54.6$15.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.7$0.00$72.7$31.9$40.8$8.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$81.7$0.00$81.7$20.3$24.6$4.30