Civic Intelligence

Pennies on Purpose

990EZ • Fiscal year 2017 • EIN 81-3500163

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 03, 2018

Organization ProfileN/A
5139 Bogie LaneRedding, CA 96002

(530) 515-3155

Siviq Scores

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

Liabilities / Assets

80th percentile

0.14x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets80th percentile

Assets

$14,531

No earlier filing loaded for comparison.

Net Assets

$12,544

No earlier filing loaded for comparison.

Liabilities

$1,987

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin84th percentile

Revenue

$40,340

No earlier filing loaded for comparison.

Expenses

$27,796

No earlier filing loaded for comparison.

Net Income

$12,544

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0-$20KAssets 2017: $14,531Liabilities 2017: $1,987Net Assets 2017: $12,5442017Assets 2018: $22,706Net Assets 2018: $22,7062018Assets 2019: $36,791Liabilities 2019: $0Net Assets 2019: $36,7912019Assets 2020: $52,667Liabilities 2020: $38,280Net Assets 2020: $14,3872020Assets 2021: $46,909Liabilities 2021: $34,572Net Assets 2021: $12,3372021Assets 2022: $47,965Liabilities 2022: $34,037Net Assets 2022: $13,9282022Assets 2023: $6,467Liabilities 2023: $13,765Net Assets 2023: -$7,2982023

Highlighted filing

2017

Assets$14,531
Liabilities$1,987
Net Assets$12,544
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2017: $40,340Expenses 2017: $27,796Net Income 2017: $12,5442017Revenue 2018: $67,109Expenses 2018: $56,947Net Income 2018: $10,1622018Revenue 2019: $88,430Expenses 2019: $74,345Net Income 2019: $14,0852019Revenue 2020: $69,208Expenses 2020: $91,612Net Income 2020: -$22,4042020Revenue 2021: $95,773Expenses 2021: $96,732Net Income 2021: -$9592021Revenue 2022: $93,813Expenses 2022: $92,177Net Income 2022: $1,6362022Revenue 2023: $60,950Expenses 2023: $82,176Net Income 2023: -$21,2262023

Highlighted filing

2017

Revenue$40,340
Expenses$27,796
Net Income$12,544
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 3, 2018
Return Version
2017v2.2
Gross Receipts
$40,340
Mission and Program Overview

Mission

Financial literacy education

Program Services

DescriptionGrantsExpenses
FINANCIAL LITERACY EDUCATION WAS DELIVERED AT TWO SCHOOLS FOR 4TH AND 8TH GRADES. WILL BE EXPANDING TO A THIRD SCHOOL EARLY 2018.$27,796-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRISHA FUNKPresident & CEOPT$0--
NANCY FUNKTreasurer-$0--
ANITA MARCHESANISecretary-$0--
JENN SNIDERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Pennies on Purpose
EIN
81-3500163
Phone
5305153155
Address
5139 BOGIE LANE, REDDING, CA 96002

Signing Officer

Name
Trisha Funk
Title
President & CEO
Signed
2018-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Nancy L Funk CPA
Address
1769 CHICORY COURT, REDDING, CA 96002-4046
Preparer
Nancy L Funk
Phone
5302221980
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1324”

Other Expenses.1002

“Office Expenses $38”

Other Expenses.1003

“Information Technology $191”

Other Expenses.1005

“Travel $304”

Other Expenses.1

“Curriculum development $20441”

Other Expenses.2

“CONTRACT SERVICES $2140”

Other Expenses.3

“Website development $1500”

Other Expenses.4

“Continuing education $297”

Other Expenses.5

“WORKBOOKS $250”

Other Expenses.7

“BOOKS $67”

Other Expenses.9

“Credit Card Fees $23”

Total Liabilities.1006

“Payable to Officers, Directors, Etc. - Beginning $0 Payable to Officers, Directors, Etc. - Ending $1987”

Raw XML Appendix152 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/PersonNm0TRISHA FUNK
IRS990EZ/BooksInCareOfDetail/PhoneNum05305153155
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05139 BOGIE LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0REDDING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096002
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014531
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt040340
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012544
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0980
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014531
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt040340
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LoansToFromOfficersAmt01987
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012544
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012544
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRISHA FUNK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY FUNK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANITA MARCHESANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENN SNIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026575
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FINANCIAL LITERACY EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0241
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FINANCIAL LITERACY EDUCATION WAS DELIVERED AT TWO SCHOOLS FOR 4TH AND 8TH GRADES. WILL BE EXPANDING TO A THIRD SCHOOL EARLY 2018.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027796
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01987
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027796
IRS990EZ/TotalProgramServiceExpensesAmt027796
IRS990EZ/TotalRevenueAmt040340
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt040340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt040340
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/PublicSupportTotal509Amt040340
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040340
IRS990ScheduleA/Total509Grp/TotalAmt040340
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040340
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt040340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $191
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CURRICULUM DEVELOPMENT $20441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONTRACT SERVICES $2140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEBSITE DEVELOPMENT $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CONTINUING EDUCATION $297
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WORKBOOKS $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BOOKS $67
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Credit Card Fees $23
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Payable to Officers, Directors, Etc. - Beginning $0 Payable to Officers, Directors, Etc. - Ending $1987
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1006
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRISHA FUNK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNIES ON PURPOSE
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0813500163
ReturnHeader/Filer/PhoneNum05305153155
ReturnHeader/Filer/USAddress/AddressLine1Txt05139 BOGIE LANE
ReturnHeader/Filer/USAddress/CityNm0REDDING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd096002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NANCY L FUNK CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01769 CHICORY COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDDING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0960024046
ReturnHeader/PreparerPersonGrp/PhoneNum05302221980
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nancy L Funk
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-03T17:25:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,531
Liabilities
$1,987
Net assets
$12,544
Revenue
$40,340
Expenses
$27,796
Net income
$12,544
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$6.47$13.8$7.30$61.0$82.2$21.2
2022Detailed filing. Detailed filing data is available for this year.$48.0$34.0$13.9$93.8$92.2$1.64
2021Detailed filing. Detailed filing data is available for this year.$46.9$34.6$12.3$95.8$96.7$0.96
2020Detailed filing. Detailed filing data is available for this year.$52.7$38.3$14.4$69.2$91.6$22.4
2019Detailed filing. Detailed filing data is available for this year.$36.8$0.00$36.8$88.4$74.3$14.1
2018Detailed filing. Detailed filing data is available for this year.$22.7$22.7$67.1$56.9$10.2
2017Detailed filing. Detailed filing data is available for this year.$14.5$1.99$12.5$40.3$27.8$12.5