Civic Intelligence

Spendsmart Inc Dreamsmartacademyorg

990EZ • Fiscal year 2018 • EIN 80-0484810

Jan 01, 2018 to Dec 31, 2018 • Filed on Jan 28, 2020

Organization Profilewww.dreamsmartacademy.com
2647 Gateway Rd Ste105-136Carlsbad, CA 92009

(760) 390-6009

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

89th percentile

79%

Faster asset growth than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

3rd percentile

-92%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$3,448

Up $2,372 (+220%) from 2016

Net Assets

Up

$3,448

Up $5,100 (+309%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$100

Down $14,150 (-99%) from 2016

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$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

2018

Assets$3,448
Liabilities-
Net Assets$3,448
Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$100
Expenses-
Net Income-
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jan 28, 2020
Return Version
2018v3.1
Gross Receipts
$100
Mission and Program Overview

Mission

Assist military families

Provide financial literacy, education, money coaching, personal development, mentorship and life-skills coaching to individuals, community organizations, families and students.

Program Services

DescriptionGrantsExpenses
Organization is still in forming stages of developing board in 2017.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff MorrisCEO-$0--
Greg SpencerPresident-$0--
Filing and Contact Details

Filer

Filer Name
SpendSmart Inc
EIN
80-0484810
Phone
7603906009
Address
2647 Gateway Rd Ste105-136, Carlsbad, CA 92009

Signing Officer

Name
Greg Spencer
Title
President
Signed
2020-01-28
Discuss with paid preparer
Yes

Preparer

Firm
Nakawatase & Kaminsky CPAs LLP
Address
923 Seacoast Drive, Imperial Beach, CA 91932
Preparer
Shirley EM Nakawatase CPA
Phone
6194237093
Raw XML Appendix119 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/PersonNm0Greg Spencer
IRS990EZ/BooksInCareOfDetail/PhoneNum07603906009
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02647 Gateway Rd Ste 105-136
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carlsbad
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092009
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03348
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03448
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0100
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03348
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03448
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0100
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03348
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03448
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03348
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03448
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jeff Morris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Greg Spencer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide financial literacy, education, money coaching, personal development, mentorship and life-skills coaching to individuals, community organizations, families and students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Organization is still in forming stages of developing board in 2017.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalRevenueAmt0100
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.dreamsmartacademy.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019350
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt019350
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014250
IRS990ScheduleA/Total509Grp/TotalAmt019350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0100
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt014250
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt019350
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Greg Spencer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SpendSmart Inc
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DreamSmartAcademyorg
ReturnHeader/Filer/BusinessNameControlTxt0SPEN
ReturnHeader/Filer/EIN0800484810
ReturnHeader/Filer/PhoneNum07603906009
ReturnHeader/Filer/USAddress/AddressLine1Txt02647 Gateway Rd Ste105-136
ReturnHeader/Filer/USAddress/CityNm0Carlsbad
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092009
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463851590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nakawatase & Kaminsky CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0923 Seacoast Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Imperial Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091932
ReturnHeader/PreparerPersonGrp/PhoneNum06194237093
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shirley EM Nakawatase CPA
ReturnHeader/ReturnTs02020-01-28T08:11:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,448
Liabilities
-
Net assets
$3,448
Revenue
$100
Expenses
-
Net income
-
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits