Civic Intelligence

The Poise Project

990EZ • Fiscal year 2022 • EIN 81-2613711

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 23, 2023

5 Grove Garden AvenueCandler, NC 28715-8902

(828) 254-3102

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2022 filings • NTEE P • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • NTEE P • <$500k nonprofits • Source year 2022

Net Margin

68th percentile

17%

Higher net margin than 68% of similar nonprofits.

2022 filings • NTEE P50 • <$500k nonprofits • Source year 2022

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2022 filings • NTEE P50 • <$500k nonprofits • Source year 2022

Asset Growth

95th percentile

282%

Faster asset growth than 95% of similar nonprofits.

2022 filings • NTEE P • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

79th percentile

62%

Faster revenue growth than 79% of similar nonprofits.

2022 filings • NTEE P • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$12,148

Up $8,969 (+282%) from 2021

Net Assets

Up

$12,148

Up $8,969 (+282%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$53,568

Up $20,501 (+62%) from 2021

Expenses

Up

$44,599

Up $9,716 (+28%) from 2021

Net Income

Up

$8,969

Up $10,785 (+594%) from 2021

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2020: $4,995Liabilities 2020: $0Net Assets 2020: $4,9952020Assets 2021: $3,179Liabilities 2021: $0Net Assets 2021: $3,1792021Assets 2022: $12,148Liabilities 2022: $0Net Assets 2022: $12,1482022Assets 2023: $2,366Liabilities 2023: $0Net Assets 2023: $2,3662023Assets 2024: $8,055Liabilities 2024: $0Net Assets 2024: $8,0552024

Highlighted filing

2022

Assets$12,148
Liabilities$0
Net Assets$12,148

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2020: $36,303Expenses 2020: $41,736Net Income 2020: -$5,4332020Revenue 2021: $33,067Expenses 2021: $34,883Net Income 2021: -$1,8162021Revenue 2022: $53,568Expenses 2022: $44,599Net Income 2022: $8,9692022Revenue 2023: $16,161Expenses 2023: $25,943Net Income 2023: -$9,7822023Revenue 2024: $59,390Expenses 2024: $53,701Net Income 2024: $5,6892024

Highlighted filing

2022

Revenue$53,568
Expenses$44,599
Net Income$8,969
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 23, 2023
Return Version
2021v4.0
Gross Receipts
$53,568
Mission and Program Overview

Mission

Personal Social Services. Our mission is to support the public in maintaining poise, dignity, and personal growth throughout all stages and challenges of life by using the principles of Alexander technique (AT). We are committed to removing barriers to access and to make AT programming accessible across broad socioeconomic groups.

Personal Social Services. Our mission is to support the public in maintaining poise, dignity, and personal growth throughout all stages and challenges of life by using the principles of Alexander technique (AT). We are committed to removing barriers to access and making Alexander technique training accessible across broad socioeconomic groups including people living with chronic conditions, their family care partners, and children and youth.

Program Services

DescriptionGrantsExpenses
Research Publications: Articles in preparation for peer-reviewed journal publication submission for "Partnering with Poise" care partner in person course data.$26,750$12,000
"Partnering with Poise": Delivered three online group courses for care partners of people living with Alzheimer's disease to manage the emotional and physical demands of caregiving by learning Alexander technique based strategies. Course was delivered for the first time virtually, and for the first time to a nationally recruited group of care partners of people living Alzheimer's disease and other dementias. 2 instructors were trained to deliver the course. 29 care partners of people living Alzheimer's disease and other dementias.were served. We received IRB approval from the University of Idaho to include two of these courses in our research on outcomes of Alexander technique training for family care partners, in order to compare outcomes for this online course with outcomes from our in person course pilot study. Pre- and post-course subjective data was collected, as well as executive function assessments, and conducting semi-structured interviews for 17 care partners. A control group of 9 care partners was also recruited and data was collected. We also collected 6 month post-course subjective data from 8 care partner participants, and additional executive function assessments and semi-structured interviews from 7 of the care partner participants, from a course that was delivered in Fall 2021. Also, we collected subjective data and executive function assessments from 4 control group participants. Course was funded by the Alzheimer's Foundation of America, and research funding from the American Society for the Alexander Technique.$5,500$4,494
Conferences & Symposiums Attended: 4th International Parkinson's Disease & Movement Disorders Society Pan-American Conference (In Person); American Center for the Alexander Technique Annual Meeting (In Person); Association Francaise des Professeurs de la Technique Alexander Annual Meeting (In Person); 4th What's Next Longevity Innovation Summit (Virtual); 5th What's Next Longevity Venture Summit (Virtual); engAGED Summit on Social Isolation (virtual); engAGED National Resource Center - Participated in the Partners in Social Engagement: Collaborating with Faith Communities (Virtual); ACRM Webinar - Psychosocial Determinants of Cognitive Health: Implications for Community Based Non-Pharma Interventions - Hosted by the Aging Research & Geriatric Rehab Networking Group (Virtual); 98th American Congress for Rehabilitation Medicine Conference (Virtual); International Congress of Parkinson's Disease and Movement Disorders Conference (Virtual); NIH - Helping to End Addiction Longterm (HEAL) Initiative Multidisciplinary Working Group (Virtual); Methodological Approaches for Whole Person Research Summit, NIH - National Center for Complimentary & Integrative Health (Virtual); National Institutes of Health Program Funding & Grants Administration Seminar (Virtual); Developing & Accelerating Age Tech & Digital Health Solutions: Perspectives & Insights from C-Suite Leaders, NIH - Small Business Education and Entrepreneurial Development (Virtual); NIH - Funding Opportunities on Social Factors in Neurological Diseases & Disorders re Social Isolation (Virtual); Advancing Race Equity Through Accountable Leadership, Maine Association of Nonprofits in partnership with the North Carolina Center for Nonprofits (Virtual); NIH National Advisory Council for Complementary and Integrative Health Pain Research Council Meeting (Virtual); NIH Accelerating Solutions for Commercialization and Entrepreneurial Development (ASCEND) Regional Hub Webinar (Virtual); Parkinson Association of the Carolinas - Hospice and Palliative Care webinar (Virtual); Women's Health Awareness Conference - Transforming Communities by Enhancing Women's Health (Virtual); International Somatic Movement Education and Therapy Association - Professional Pathways in Somatic Movement: Building Knowledge, Skills & Practices (Virtual); National Alliance for Caregiving (NAC) 2022 World Carers Conference (Virtual); NIH Pain Consortium Symposium (Virtual); Doctors Without Borders/Medecins Sans Frontieres - Moving Forward refugee summit (Virtual).$0$3,100
"Poised for Parkinson's": Conducted University of Idaho IRB-approved pilot study 6 month post-course physical assessments via Zoom with the help of care partners in the homes of 6 participants of courses that had been delivered in Spring/Summer 2021. Also, we conducted subjective surveys and interviews via Zoom with 8 people living with Parkinson's and 6 care partners. Funded by the Parkinson's Foundation.$1,500$534
Research & Educational Presentations: Numerous presentations were made virtually to therapeutic, medical, and research professionals (Alexander Technique Diversity Coalition; Association Francaise des Professeurs de la Technique Alexander; (ACRM International Networking Group Refugee Empowerment Taskforce; ACRM Complimentary Integrative Medicine Rehabilitation Medicine Networking Group); and at diverse conferences (American Congress for Rehabilitation Medicine; International Parkinson's Disease and Movement Disorders Conference). Hundreds of professionals were served through these virtual platforms.$0$711
"Pret pour Parkinson" - Two-day workshop on Balance, Walking & "Freezing" delivered online in France.$0$629
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marcia MenterChairman-$0--
Stephanie YoungSecretary-$0--
Monika GrossDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Poise Project
EIN
81-2613711
Phone
8282543102
Address
5 Grove Garden Avenue, Candler, NC 28715-8902

Signing Officer

Name
Monika Gross
Title
Executive Director
Phone
8282543102
Signed
2023-07-23
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Reimbursements from vendors: 528

Form 990-EZ, Part I, Line 16

Other Expenses - Advertising & Promotion: 250; Banking & Merchant Fees: 133; 1099 filing fee: 21; Course Materials: 119; Data Storage: 530; Media: 171; Professional Memberships: 408; Office Supplies: 354; Software: 2246; Telephone: 840; Website: 538; Professional Development/Conferences: 1715; Professional Development/Volunteer Trainings: 64; Professional Development/Workshops: 159; Research Materials: 53; Travel/Accommodations: 711; Travel/Air-Bus-Train-Taxi: 382; Travel/Baggage Fees: 70; Travel/Fuel: 30.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Research Publications: Articles in preparation for peer-reviewed journal publication submission for "Partnering with Poise" care partner in person course data.
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053040
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033020
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt031642
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063042
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt051776
IRS990ScheduleA/Total509Grp/TotalAmt0232520
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053040
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt033020
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt031642
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt063042
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051776
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0232520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reimbursements from vendors: 528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other Expenses - Advertising & Promotion: 250; Banking & Merchant Fees: 133; 1099 filing fee: 21; Course Materials: 119; Data Storage: 530; Media: 171; Professional Memberships: 408; Office Supplies: 354; Software: 2246; Telephone: 840; Website: 538; Professional Development/Conferences: 1715; Professional Development/Volunteer Trainings: 64; Professional Development/Workshops: 159; Research Materials: 53; Travel/Accommodations: 711; Travel/Air-Bus-Train-Taxi: 382; Travel/Baggage Fees: 70; Travel/Fuel: 30.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0Statement of Reasonable Cause for Late-filing of 2021 990-EZ: As a small nonprofit, we have been severely challenged during the COVID pandemic by a lack of consistent volunteer support staff, and by our extremely reduced income tracks. We were not able to conduct any training services in 2020-2021, which has been a major part of our revenue. In addition, we only received 25% of our former funding from grants. Our expenses were greater than our revenues for Tax Year 2020, and they had also been in Tax Year 2019. Our revenue in both years was less than half of what it had been in Tax Year 2018. for Tax Year 2021, we are beginning to catch up on revenue. Our Executive Director contracted COVID-19 three times in 2021-2022, and is still experiencing Long COVID symptoms. In addition, her illness occurred when we were in the process of changing our filing form to a new level of compliance by submitting a 990-EZ moving forward, instead of a 990-N postcard return. Thank you for your understanding regarding our reasonable causes for delayed compliance, and know that we are continuing to diligently work towards full compliance for our 990-EZ submissions moving forward.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Monika Gross
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08282543102
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE POISE PROJECT
ReturnHeader/Filer/BusinessNameControlTxt0POIS
ReturnHeader/Filer/EIN0812613711
ReturnHeader/Filer/PhoneNum08282543102
ReturnHeader/Filer/USAddress/AddressLine1Txt05 Grove Garden Avenue
ReturnHeader/Filer/USAddress/CityNm0Candler
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0287158902
ReturnHeader/ReturnTs02023-07-23T17:02:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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