Civic Intelligence

3 a Bereavement Foundation

990 • Fiscal year 2014 • EIN 76-0534471

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 11, 2015

Organization ProfileWWW.3ABEREAVEMENT.ORG
5330 Griggs Road Suite D108Houston, TX 77021-3756

(713) 649-3232

Siviq Scores

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

Liabilities / Assets

71st percentile

0.05x

Higher debt load relative to assets than 71% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

44th percentile

1.0%

Higher net margin than 44% 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

50th percentile

1.8%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

17th percentile

-28%

Faster revenue growth than 17% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$44,039

Up $792 (+1.8%) from 2013

Net Assets

Up

$41,958

Up $978 (+2.4%) from 2013

Liabilities

Down

$2,081

Down $186 (-8.2%) from 2013

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin44th percentile

Revenue

Down

$101,018

Down $39,001 (-28%) from 2013

Expenses

Down

$100,040

Down $1,327 (-1.3%) from 2013

Net Income

Down

$978

Down $37,674 (-97%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$150K$100K$50K$0Assets 2011: $13,158Liabilities 2011: $4,974Net Assets 2011: $8,1842011Assets 2012: $8,260Liabilities 2012: $5,041Net Assets 2012: $3,2192012Assets 2013: $43,247Liabilities 2013: $2,267Net Assets 2013: $40,9802013Assets 2014: $44,039Liabilities 2014: $2,081Net Assets 2014: $41,9582014Assets 2015: $69,439Liabilities 2015: $7,234Net Assets 2015: $62,2052015Assets 2016: $70,257Liabilities 2016: $10,598Net Assets 2016: $59,6592016Assets 2017: $101,193Liabilities 2017: $17,572Net Assets 2017: $83,6212017Assets 2018: $79,071Liabilities 2018: $16,316Net Assets 2018: $62,7552018Assets 2019: $72,311Liabilities 2019: $16,468Net Assets 2019: $55,8432019Assets 2020: $81,409Liabilities 2020: $33,562Net Assets 2020: $47,8472020Assets 2021: $72,500Liabilities 2021: $46,628Net Assets 2021: $25,8722021Assets 2022: $73,987Liabilities 2022: $34,770Net Assets 2022: $39,2172022Assets 2023: $71,794Liabilities 2023: $21,648Net Assets 2023: $50,1462023Assets 2024: $88,722Liabilities 2024: $5,684Net Assets 2024: $83,0382024

Highlighted filing

2014

Assets$44,039
Liabilities$2,081
Net Assets$41,958
Open 2014 Filing

Operations Trend

Revenue Growth17th percentile

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

$200K$100K$0-$100KExpenses 2011: $124,1222011Expenses 2012: $117,6132012Revenue 2013: $140,019Expenses 2013: $101,367Net Income 2013: $38,6522013Revenue 2014: $101,018Expenses 2014: $100,040Net Income 2014: $9782014Revenue 2015: $136,841Expenses 2015: $116,594Net Income 2015: $20,2472015Revenue 2016: $113,639Expenses 2016: $116,185Net Income 2016: -$2,5462016Revenue 2017: $117,936Expenses 2017: $93,974Net Income 2017: $23,9622017Revenue 2018: $108,636Expenses 2018: $129,502Net Income 2018: -$20,8662018Revenue 2019: $108,663Expenses 2019: $115,577Net Income 2019: -$6,9142019Revenue 2020: $109,720Expenses 2020: $117,716Net Income 2020: -$7,9962020Revenue 2021: $95,275Expenses 2021: $117,250Net Income 2021: -$21,9752021Revenue 2022: $137,615Expenses 2022: $124,270Net Income 2022: $13,3452022Revenue 2023: $127,630Expenses 2023: $116,701Net Income 2023: $10,9292023Revenue 2024: $179,499Expenses 2024: $146,609Net Income 2024: $32,8902024

Highlighted filing

2014

Revenue$101,018
Expenses$100,040
Net Income$978
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 11, 2015
Return Version
2014v5.0
Gross Receipts
$101,018
Mission and Program Overview

Mission

The mission of 3 a bereavement foundation is to enable low-income and working poor bereaved families to secure services to comprehensively address their bereavement needs. We currently serve over 823 families each year,

Assists, counsels, educates and comforts low-income Bereaved Familes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges$42,613$42,131▼ $482
Cap Stk Tr Prin Current Funds$40,980$41,958▲ $978
Cash and Non-Interest-Bearing Accounts$-385$1,080▲ $1,465
Land, Buildings, and Equipment, Net$1,019$828▼ $191
Total Assets$43,247$44,039▲ $792
Liabilities
Accounts Payable and Accrued Expenses$1,599$1,631▲ $32
Other Liabilities$668$450▼ $218
Total Liabilities$2,267$2,081▼ $186
Net Assets / Fund Balance
Total Net Assets Fund Balance$40,980$41,958▲ $978
Total Liabilities and Net Assets / Fund Balance$43,247$44,039▲ $792

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$-246$9,107$8,861
Other Land Buildings$1,074-$1,074
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Gabriel LukeInterim President
Marcus ColvinBoard Member
Sharon PhillipsBoard Member
Michele LaraExec Director
Michele LaraNon Voting Board Member
Annie BriscoeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$79,722
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$21,296
All Other Contributions
$35,430
Change in Net Assets
$978
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$62,328
Other Expenses$23,857
Grants and Similar Amounts Paid$13,855
Total Fundraising Expense$8,680
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$20,628$7,934$3,174$31,736
Other Salaries and Wages$14,369$5,527$2,210$22,106
Grants to Domestic Orgs$13,855--$13,855
Occupancy$4,291$1,073-$5,364
Other Employee Benefits$4,000$1,000-$5,000
Payroll Taxes$2,789$697-$3,486
Office Expenses$2,667$788-$3,455
All Other Expenses--$3,296$3,296
Insurance$2,143$535-$2,678
Travel$2,218$432-$2,650
Fees for Services Accounting$1,319$330-$1,649
Other Expenses$645$459-$645
Depreciation Depletion$191--$191
Information Technology$79$20-$99
Fees for Services Other$48$12-$60
Conferences and Meetings-$43-$43
Total Functional Expenses$71,890$19,470$8,680$100,040
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,296
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Houston Marathon$20,967$20,967-$20,967
Cmc Campaign$329$329-$329
Total Events$21,296$21,296-$21,296
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$1,077
Payroll$6
Payroll Liabilitie Accured-
Loans from officer$-633
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Line 19

“The organization makes its conflict of interest statement and its financial statements available to the public. The conflict of interest is in the Human Resource Policies Procedures binder, secton 1. Working conditions and the financials are located in the Board of Directors binder”

Filing and Contact Details

Filer

Filer Name
3 a Bereavement Foundation
EIN
76-0534471
Phone
7136493232
Address
5330 GRIGGS ROAD SUITE D108, HOUSTON, TX 77021-3756

Signing Officer

Name
Michele Lara
Title
Executive Director
Signed
2015-07-11
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
TX
Voting Board Members
0
Independent Board Members
0
Employees
3

Preparer

Firm
Strategic Financial Services
Address
12700 STAFFORD RD STE 213, STAFFORD, TX 77477
Preparer
Paulette Simmons
Phone
8324397574
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 11A

“The 990 is reviewed by Michele Lara”

Raw XML AppendixShowing 400 of 409 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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IRS990/ProgSrvcAccomActy2Grp/Desc0Assisted bereaved familes to receive over 67,750 from other supporters primarily the Texas Crime Victims Compensation Fund and provided over 990.00 in Contractual Grief Counseling
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IRS990/ProgSrvcAccomActy3Grp/Desc0On average, there are at least four surviving immediate family members siblings, children, spouse and/or parents within every referred family. Therefore, the 3,020 families served in 2014 equates to approximately 755 individuals that directly benefit from 3ABF services
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IRS990ScheduleA/PublicSupportPY170Pct00.84550
IRS990ScheduleA/PublicSupportTotal170Amt0589760
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0101018
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0140019
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0112558
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0117233
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0118932
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0589760
IRS990ScheduleA/TotalSupportAmt0589760
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0-246
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09107
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08861
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01074
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01074
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01077
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2-633
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Payroll
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Loans from officer
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Payroll Liabilitie Accured
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0828
IRS990ScheduleD/TotalLiabilityAmt0450
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOUSTON MARATHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CMC CAMPAIGN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020967
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0329
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021296
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020967
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0329
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021296
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021296
IRS990ScheduleG/LicensedStatesCd0TX
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt013855
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Direct emergency support to offset funeral and burial costs
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt045
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0Book
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0These funds are not Grants. These funds are given out to low income bereaved families as donations to help pay for funeral/burial costs for their loved ones. The donations are paid directly to the funeral homes handling the funeral/burial services.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is reviewed by Michele Lara
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization makes its conflict of interest statement and its financial statements available to the public. The conflict of interest is in the Human Resource Policies Procedures binder, secton 1. Working conditions and the financials are located in the Board of Directors binder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part I, Line 11A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt043247
IRS990/TotalAssetsEOYAmt044039
IRS990/TotalAssetsGrp/BOYAmt043247
IRS990/TotalAssetsGrp/EOYAmt044039
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt079722
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt08680
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019470
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt071890
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100040
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02267
IRS990/TotalLiabilitiesEOYAmt02081
IRS990/TotalLiabilitiesGrp/BOYAmt02267
IRS990/TotalLiabilitiesGrp/EOYAmt02081
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt040980
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt041958
IRS990/TotalProgramServiceExpensesAmt071890
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0101018
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt043247
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt044039
IRS990/TravelGrp/ManagementAndGeneralAmt0432
IRS990/TravelGrp/ProgramServicesAmt02218
IRS990/TravelGrp/TotalAmt02650
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt05330 Griggs Road Suite D108
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0770213756
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELE LARA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt03 A BEREAVEMENT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt03ABE
ReturnHeader/Filer/EIN0760534471
ReturnHeader/Filer/PhoneNum07136493232
ReturnHeader/Filer/USAddress/AddressLine1Txt05330 GRIGGS ROAD SUITE D108
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770213756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STRATEGIC FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012700 STAFFORD RD STE 213
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STAFFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077477

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$44,039
Liabilities
$2,081
Net assets
$41,958
Revenue
$101,018
Expenses
$100,040
Net income
$978
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.06$0.83$1.79$1.47$0.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.22$0.50$1.28$1.17$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.35$0.39$1.38$1.24$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.47$0.26$0.95$1.17$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.34$0.48$1.10$1.18$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.16$0.56$1.09$1.16$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.16$0.63$1.09$1.30$0.21
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.18$0.84$1.18$0.94$0.24
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.11$0.60$1.14$1.16$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.07$0.62$1.37$1.17$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.02$0.42$1.01$1.00$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.43$0.02$0.41$1.40$1.01$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.05$0.03$1.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.05$0.08$1.24