Civic Intelligence

Date Palm Consulting

990 • Fiscal year 2022 • EIN 81-1490583

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 21, 2023

7210 Virginia Pky Ste 6736Mckinney, TX 75071

(214) 734-5973

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

29th percentile

-7.0%

Higher net margin than 29% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$50,096

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

34th percentile

-7.3%

Faster asset growth than 34% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

33rd percentile

-7.4%

Faster revenue growth than 33% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$214,603

Up $123,452 (+135%) from 2020

Net Assets

Up

$206,664

Up $116,255 (+129%) from 2020

Liabilities

Up

$7,939

Up $7,197 (+970%) from 2020

Revenue

Up

$290,195

Up $89,536 (+45%) from 2020

Expenses

Up

$310,646

Up $134,795 (+77%) from 2020

Net Income

Down

-$20,451

Down $45,259 (-182%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2016: $27,187Liabilities 2016: $0Net Assets 2016: $27,1872016Assets 2017: $51,420Liabilities 2017: $500Net Assets 2017: $50,9202017Assets 2019: $67,972Liabilities 2019: $2,371Net Assets 2019: $65,6012019Assets 2020: $91,151Liabilities 2020: $742Net Assets 2020: $90,4092020Assets 2022: $214,603Liabilities 2022: $7,939Net Assets 2022: $206,6642022Assets 2024: $161,432Liabilities 2024: $5,330Net Assets 2024: $156,1022024

Highlighted filing

2022

Assets$214,603
Liabilities$7,939
Net Assets$206,664

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2016: $93,454Expenses 2016: $66,267Net Income 2016: $27,1872016Revenue 2017: $176,162Expenses 2017: $152,429Net Income 2017: $23,7332017Revenue 2019: $195,474Expenses 2019: $219,531Net Income 2019: -$24,0572019Revenue 2020: $200,659Expenses 2020: $175,851Net Income 2020: $24,8082020Revenue 2022: $290,195Expenses 2022: $310,646Net Income 2022: -$20,4512022Revenue 2024: $246,402Expenses 2024: $261,274Net Income 2024: -$14,8722024

Highlighted filing

2022

Revenue$290,195
Expenses$310,646
Net Income-$20,451
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 21, 2023
Return Version
2022v5.0
Gross Receipts
$290,195
Mission and Program Overview

Mission

Through the conduct of workshops, seminars and one-to-one consultation, the organization provided training and motivation to various domestic & middle eastern organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$94,791$185,386▲ $90,595
Cash and Non-Interest-Bearing Accounts$132,847$25,449▼ $107,398
Land, Buildings, and Equipment, Net$3,417$3,768▲ $351
Prepaid Expenses and Deferred Charges$500--
Total Assets$231,555$214,603▼ $16,952
Liabilities
Other Liabilities$4,440$7,939▲ $3,499
Total Liabilities$4,440$7,939▲ $3,499
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$227,115$206,664▼ $20,451
Total Net Assets Fund Balance$227,115$206,664▼ $20,451
Total Liabilities and Net Assets / Fund Balance$231,555$214,603▼ $16,952

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,768$17,582$21,350
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian L JamisonKey EmployeeFT$50,096-$50,096
Tammy L FabianPresidenttreasurerFT$31,000$5,535$36,535
Kimberly M BurrellSecretary-$1,500-$1,500
Koni T BrewerDirector-$1,000-$1,000
Revenue and Support

Revenue Composition

Contributions and Grants
$290,173
Program Service Revenue
$0
Investment Income
$22
Other Revenue
$0
All Other Contributions
$290,173
Change in Net Assets
$-20,451
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$113,929
Other Expenses$101,459
Salaries, Compensation, and Employee Benefits$95,258
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$113,591--$113,591
Current Officers, Directors, Trustees, and Key Employees$52,596$31,000-$83,596
Travel$76,252--$76,252
Other Expenses$7,293--$7,293
Payroll Taxes$3,832$2,295-$6,127
Other Employee Benefits-$5,535-$5,535
Information Technology$2,232$2,253-$4,485
Office Expenses-$2,982-$2,982
Occupancy-$2,832-$2,832
Depreciation Depletion$1,728$687-$2,415
Advertising$1,533--$1,533
Fees for Services Accounting-$1,500-$1,500
Grants to Domestic Individuals$338--$338
Total Functional Expenses$261,562$49,084$0$310,646
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Preaching Camp MinistriesAllen, TX--$83,591
Partners Across CulturesArlington, TX--$10,000
Youth With a MissionLindale, TX--$10,000
Mission Enablers InternationalBentonville, AR--$5,000
Tk OutreachCibolo, TX--$5,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$7,382
Wells Fargo Credit Card$557
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

A family relationship exists between the president/director of the organization and key employee

Form 990 governing body review Part VI line 11

Before filing the tax return it is carefully reviewed by the directors of the organization to ensure that there are no material missatements or omissions of fact

CEO executive director top management comp Part VI line 15A

All compensation to officers and directors is evaluated in light of that paid out by other organizations that provide similar services

Other officer or key employee compensation Part VI line 15B

All compensation to key employees is evaluated in light of that paid out by other organizations that provide similar services

Governing documents etc available to public Part VI line 19

Form 990 and all governing documents are available upon written request

Filing and Contact Details

Filer

Filer Name
Date Palm Consulting
EIN
81-1490583
Address
7210 VIRGINIA PKY STE 6736, MCKINNEY, TX 75071

Signing Officer

Name
Tammy L Fabian
Title
Presidenttreas
Phone
2147345973
Signed
2023-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tammy L Fabian
Formed
2016
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
0
Employees
2

Preparer

Firm
Dannis and Dannis Inc
Address
1329 Rusk Drive, Richardson, TX 75081
Preparer
Linda Dannis
Phone
9722344301
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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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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078108
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd176015
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd275771
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd372712
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd475013
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE EVALUATED BY THE BOARD TO DETERMINE ELIGIBILITY PRIOR TO ISSUANCE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A FAMILY RELATIONSHIP EXISTS BETWEEN THE PRESIDENT/DIRECTOR OF THE ORGANIZATION AND KEY EMPLOYEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BEFORE FILING THE TAX RETURN IT IS CAREFULLY REVIEWED BY THE DIRECTORS OF THE ORGANIZATION TO ENSURE THAT THERE ARE NO MATERIAL MISSATEMENTS OR OMISSIONS OF FACT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL COMPENSATION TO OFFICERS AND DIRECTORS IS EVALUATED IN LIGHT OF THAT PAID OUT BY OTHER ORGANIZATIONS THAT PROVIDE SIMILAR SERVICES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL COMPENSATION TO KEY EMPLOYEES IS EVALUATED IN LIGHT OF THAT PAID OUT BY OTHER ORGANIZATIONS THAT PROVIDE SIMILAR SERVICES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 AND ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt0214603
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0290173
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt049084
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0261562
IRS990/TotalFunctionalExpensesGrp/TotalAmt0310646
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04440
IRS990/TotalLiabilitiesEOYAmt07939
IRS990/TotalLiabilitiesGrp/BOYAmt04440
IRS990/TotalLiabilitiesGrp/EOYAmt07939
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0227115
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0206664
IRS990/TotalOtherCompensationAmt05535
IRS990/TotalProgramServiceExpensesAmt0261562
IRS990/TotalReportableCompFromOrgAmt083596
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0290195
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0231555
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0214603
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt076252
IRS990/TravelGrp/TotalAmt076252
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.DATEPALMCONSULTING.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMY L FABIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENTTREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum02147345973
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DATE PALM CONSULTING
ReturnHeader/Filer/BusinessNameControlTxt0DATE
ReturnHeader/Filer/EIN0811490583
ReturnHeader/Filer/USAddress/AddressLine1Txt07210 VIRGINIA PKY STE 6736
ReturnHeader/Filer/USAddress/CityNm0MCKINNEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075071
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dannis and Dannis Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01329 Rusk Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Richardson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075081
ReturnHeader/PreparerPersonGrp/PhoneNum09722344301
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Linda Dannis
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-26T14:59:39-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TAMMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FABIAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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