Civic Intelligence

Pennies on Purpose

990EZ • Fiscal year 2018 • EIN 81-3500163

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

Organization Profilewww.penniesonpurpose.net
1670 Market StRedding, CA 96001

(530) 515-3155

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

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

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

86th percentile

56%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

66%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$22,706

Up $8,175 (+56%) from 2017

Net Assets

Up

$22,706

Up $10,162 (+81%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Up

$67,109

Up $26,769 (+66%) from 2017

Expenses

Up

$56,947

Up $29,151 (+105%) from 2017

Net Income

Down

$10,162

Down $2,382 (-19%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

2018

Assets$22,706
Liabilities-
Net Assets$22,706
Open 2018 Filing

Operations Trend

Revenue Growth89th percentile

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

2018

Revenue$67,109
Expenses$56,947
Net Income$10,162
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Gross Receipts
$67,109
Mission and Program Overview

Mission

Financial literacy education

Program Services

DescriptionGrantsExpenses
FINANCIAL LITERACY EDUCATION WAS DELIVERED AT FIVE SCHOOLS FOR 4TH, 8TH AND 11TH GRADES. FAMILY WORKSHOPS WERE PRESENTED AT SOME OF THOSE SCHOOLS AS REQUESTED.$55,954-
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
1670 MARKET ST, REDDING, CA 96001

Signing Officer

Name
Trisha Funk
Title
President & CEO
Signed
2019-05-14
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 $7886”

Other Expenses.1002

“Office Expenses $386”

Other Expenses.1003

“Information Technology $1779”

Other Expenses.1005

“Travel $673”

Other Expenses.1012

“Insurance $607”

Other Expenses.1

“CONTRACT SERVICES $9800”

Other Expenses.2

“Curriculum development $6297”

Other Expenses.3

“GRANT WRITING $4142”

Other Expenses.4

“Curriculum development $3488”

Other Expenses.5

“SUPPLIES $207”

Other Expenses.6

“WORKBOOKS $134”

Other Expenses.7

“CONTINUING EDUCATION $97”

Other Expenses.8

“BOOKS $92”

Other Expenses.10

“WEBSITE $15”

Other Expenses.11

“Credit Card Fees $10”

Total Liabilities.1006

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

Raw XML Appendix167 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0TRISHA FUNK
IRS990EZ/BooksInCareOfDetail/PhoneNum05305153155
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01670 MARKET ST STE 112
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0REDDING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096001
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014531
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022706
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt067109
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010162
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03570
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014531
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022706
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt067109
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012544
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022706
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012544
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022706
IRS990EZ/OccupancyRentUtltsAndMaintAmt0514
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
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/OtherExpensesTotalAmt035613
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FINANCIAL LITERACY EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt068
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FINANCIAL LITERACY EDUCATION WAS DELIVERED AT FIVE SCHOOLS FOR 4TH, 8TH AND 11TH GRADES. FAMILY WORKSHOPS WERE PRESENTED AT SOME OF THOSE SCHOOLS AS REQUESTED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt055954
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt017182
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01987
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056947
IRS990EZ/TotalProgramServiceExpensesAmt055954
IRS990EZ/TotalRevenueAmt067109
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.penniesonpurpose.net
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt067109
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt040340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0107449
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/PublicSupportTotal509Amt0107449
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067109
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040340
IRS990ScheduleA/Total509Grp/TotalAmt0107449
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt067109
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040340
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0107449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $7886
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $386
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1779
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $673
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONTRACT SERVICES $9800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CURRICULUM DEVELOPMENT $6297
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GRANT WRITING $4142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CURRICULUM DEVELOPMENT $3488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SUPPLIES $207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10WORKBOOKS $134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CONTINUING EDUCATION $97
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BOOKS $92
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13WEBSITE $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Credit Card Fees $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Payable to Officers, Directors, Etc. - Beginning $1987 Payable to Officers, Directors, Etc. - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1006
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRISHA FUNK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNIES ON PURPOSE
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0813500163
ReturnHeader/Filer/PhoneNum05305153155
ReturnHeader/Filer/USAddress/AddressLine1Txt01670 MARKET ST
ReturnHeader/Filer/USAddress/CityNm0REDDING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd096001
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/ReturnTs02019-05-14T10:12:06-07:00
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
$22,706
Liabilities
-
Net assets
$22,706
Revenue
$67,109
Expenses
$56,947
Net income
$10,162
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