Civic Intelligence

The Poise Project

990EZ • Fiscal year 2021 • EIN 81-2613711

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 17, 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

54th percentile

0.00x

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

2021 filings • NTEE P • <$500k nonprofits • Source year 2021

Liabilities / Revenue

53rd percentile

0.00x

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

2021 filings • NTEE P • <$500k nonprofits • Source year 2021

Net Margin

26th percentile

-5.5%

Higher net margin than 26% of similar nonprofits.

2021 filings • NTEE P • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • NTEE P • <$500k nonprofits • Source year 2021

Asset Growth

11th percentile

-36%

Faster asset growth than 11% of similar nonprofits.

2021 filings • NTEE P • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

-8.9%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • NTEE P • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$3,179

Down $1,816 (-36%) from 2020

Net Assets

Down

$3,179

Down $1,816 (-36%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$33,067

Down $3,236 (-8.9%) from 2020

Expenses

Down

$34,883

Down $6,853 (-16%) from 2020

Net Income

Up

-$1,816

Up $3,617 (+67%) from 2020

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

2021

Assets$3,179
Liabilities$0
Net Assets$3,179

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

2021

Revenue$33,067
Expenses$34,883
Net Income-$1,816
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 17, 2023
Return Version
2020v4.0
Gross Receipts
$33,067
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
"Poised for Parkinson's": An online group course for people living with Parkinson's disease and and their family care partners to manage motor and non-motor symptoms of PD by learning Alexander technique based strategies. Four 9-week courses were delivered online via Zoom. 39 participants were served. Funding was from the Parkinson's Foundation. A pilot study of outcomes was conducted with IRB approval through the University of Idaho.$13,500$15,436
Research & Educational Presentations: Numerous presentations were made virtually to medical professionals (Hopital Gui de Chauliac Departement de Neurologie); to therapeutic professionals (American Society for the Alexander Technique; International Somatic Movement Education and Therapy Association; Association Francaise des Professeurs de la Technique Alexander; Alexander Technique Book Club); and at diverse conferences (National Institute of Health Rehabilitation Research; American Congress for Rehabilitation Medicine; International Parkinson's Disease and Movement Disorders Conference; International Somatic Movement Education and Therapy Association). Thousands of professionals were served through these virtual platforms.$0$5,500
"Partnering with Poise": An online group course 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. Two instructors were given training in how to deliver the course online. Two online courses were delivered serving 17 care partners of people living with dementia. Grant from the Alzheimer's Foundation of America. A pilot study of outcomes was conducted with IRB approval through the University of Idaho.$3,000$1,116
Conferences & Symposiums Attended: 98th American Congress for Rehabilitation Medicine Conference (Virtual) - Led a half-day instructional course, "Learn how Alexander Technique Interventions Can Complement and Enhance Rehabilitation Research and Interdisciplinary Clinical Practice" - Led half-hour interactive AT session for interested delegates; International Congress of Parkinson's Disease and Movement Disorders Conference (Virtual) - Had virtual exhibit booth reaching 13,000 delegates from 143 countries; International Somatic Movement Education and Therapy Association conference (Virtual) - Delivered 2 hour presentation; National Institutes of Health Program Funding & Grants Administration Seminar (Virtual) - 4-day intensive seminar in navigating all aspects of NIH grants and programming. Met one-to-one for 30 minute via Zoom to discuss options for grants for Alexander technique focused research with 9 Program Officers from NIH Institutes; 4th Longevity Innovation Summit: What's Next? (Virtual); Women's Health Awareness Symposium - Race & Health: Changing the Narrative, Reaching for Equity, NC Central University (Virtual); Decolonization Psychology & Research Symposium, Columbia University Teacher's College (Virtual); The Christopher & Dana Reeve Foundation Conference (Virtual); National Center for Complimentary & Integrative Health Diversity in Research symposium (Virtual); World Parkinson's Congress: Advancing Science, Care, and Living with Parkinson's (Virtual); engAGED Summit on Social Isolation (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); Advancing Race Equity Through Accountable Leadership. Maine Association of Nonprofits (MANP) in partnership with the North Carolina Center for Nonprofits (Virtual); Developing & Accelerating Age Tech & Digital Health Solutions: Perspectives & Insights from C-Suite Leaders. NIH - Small Business Education and Entrepreneurial Development (SEED) (Virtual); NIH - Funding Opportunities on Social Factors in Neurological Diseases & Disorders re Social Isolation (Virtual); Seeing the Subconscious: Mindfulness and the Road to Healing Racism (Virtual); Embodied Justice Summit (Virtual); European Pain Federation Pain Education Summit (Virtual).$0$1,258
"Meet the Author":The Poise Project hosted a live "Meet the Author" event with Alexander technique expert, Regina Stratl, author of "Irene Tasker: Her Life and Work with the Alexander Technique" was interviewed by publisher Jean Fischer. A lively Q&A followed the interview. Attended by 200 people from around the world, and a video recording has been viewed by 200 more.$0$1,050
Parkinson's Association of the Carolinas Move It! Walk, Charlotte NC: First live event in almost a year and a half! 3 team members exhibited and gave "Poise Tune Ups", took "Poise Takeaway" care photos, collected contact information for future classes, and shared information about Alexander technique's benefits for people living with Parkinson's disease and their families. Reconnected with PAC staff and other community partners. Networked with new allied health professionals in the Charlotte area. 350+ people served.$0$300
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
2023-07-17
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Reimbursements from vendor: 47

Form 990-EZ, Part I, Line 16

Description;Amount^Website;392|Software;1858|Data Storage;461|Conferences;1327|Banking Fees;48|1099 Filing;17|Course Materials;61|Media;480|Office Supplies;3129|Insurance;324|Professional Development;873|Research;86|Professional Memberships;693|Service Refunds;400^Total;10149^

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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033020
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031642
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063042
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt051776
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010092
IRS990ScheduleA/Total509Grp/TotalAmt0189572
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt033020
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031642
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063042
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt051776
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010092
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0189572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reimbursements from vendor: 47
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Website;392|Software;1858|Data Storage;461|Conferences;1327|Banking Fees;48|1099 Filing;17|Course Materials;61|Media;480|Office Supplies;3129|Insurance;324|Professional Development;873|Research;86|Professional Memberships;693|Service Refunds;400^Total;10149^
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 2020 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. As shown in this return, 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. 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/SignatureDt02023-07-17
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/ReturnTs02023-07-20T12:14:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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