Civic Intelligence

Spendsmart Inc

EIN 80-0484810 • 501(c)3 • Temecula, CA

Profile

Assist military families

31517 Six Rivers CTTemecula, CA 92592

www.spendsmart.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

54th percentile

0.0%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets59th percentile

Assets

Flat

$3,448

Flat from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Flat

$3,448

Flat from 2019

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2019

Expenses

Flat

$0

Flat from 2019

Net Income

Flat

$0

Flat from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0K$2.0K$0-$2.0KAssets 2012: $18Net Assets 2012: $182012Assets 2013: $1Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $1Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $1Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $1,076Liabilities 2016: $2,728Net Assets 2016: -$1,6522016Assets 2018: $3,448Net Assets 2018: $3,4482018Assets 2019: $3,448Liabilities 2019: $0Net Assets 2019: $3,4482019Assets 2020: $3,448Liabilities 2020: $0Net Assets 2020: $3,4482020

Highlighted filing

2020

Assets$3,448
Liabilities$0
Net Assets$3,448
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$15K$10K$5.0K$0-$5.0KRevenue 2012: $4,500Expenses 2012: $4,847Net Income 2012: -$3472012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $14,250Expenses 2016: $16,175Net Income 2016: -$1,9252016Revenue 2018: $1002018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020

Highlighted filing

2020

Revenue$0
Expenses$0
Net Income$0
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,448
Liabilities
$0
Net assets
$3,448
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.45$3.45$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.08$2.73$1.65$14.3$16.2$1.93
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.02$4.50$4.85$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 26, 2021
Return Version
2020v4.1
Gross Receipts
$0
Mission and Program Overview

Mission

Assist military families

To motivate and inspire individuals

Program Services

DescriptionGrantsExpenses
HELPING PEOPLE ACHIEVE SELF-EMPOWERMENT--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF MORRISPresident-$0--
GREGORY A SPENCERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Dreamsmart Inc
EIN
80-0484810
Address
31517 SIX RIVERS CT, TEMECULA, CA 92592

Signing Officer

Name
Jeff Morris
Title
President
Phone
7604151071
Signed
2021-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Marsh Management LLC
Address
12725 WEST INDIAN SCHOOL ROAD, AVONDALE, AZ 85392
Preparer
Ryan Marsh
Phone
6232214732
Raw XML Appendix110 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JEFF MORRIS
IRS990EZ/BooksInCareOfDetail/PhoneNum07604151071
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt031517 SIX RIVERS CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092592
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03448
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03448
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0true
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03448
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03448
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03448
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03448
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03448
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03448
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFF MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GREGORY A SPENCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO MOTIVATE AND INSPIRE INDIVIDUALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELPING PEOPLE ACHIEVE SELF-EMPOWERMENT
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DREAMSMARTACADEMY.COM/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt019350
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt019350
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014250
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt019350
IRS990ScheduleA/TotalSupportAmt019350
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07604151071
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DREAMSMART INC
ReturnHeader/Filer/BusinessNameControlTxt0DREA
ReturnHeader/Filer/EIN0800484810
ReturnHeader/Filer/USAddress/AddressLine1Txt031517 SIX RIVERS CT
ReturnHeader/Filer/USAddress/CityNm0TEMECULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092592
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452065874
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARSH MANAGEMENT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012725 WEST INDIAN SCHOOL ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AVONDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085392
ReturnHeader/PreparerPersonGrp/PhoneNum06232214732
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN MARSH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-01T11:33:32-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORRIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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