Civic Intelligence

Red White and Bundled

990EZ • Fiscal year 2017 • EIN 81-4108082

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 13, 2018

19607 W Catawba AvenueCornelius, NC 28031

(704) 728-2227

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

2017 filings • NTEE W30 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

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

2017 filings • NTEE W30 • <$500k nonprofits • Source year 2017

Net Margin

94th percentile

58%

Higher net margin than 94% of similar nonprofits.

2017 filings • NTEE W30 • <$500k nonprofits • Source year 2017

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2017 filings • NTEE W30 • <$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

Assets

$88,094

No earlier filing loaded for comparison.

Net Assets

$88,094

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$150,644

No earlier filing loaded for comparison.

Expenses

$62,550

No earlier filing loaded for comparison.

Net Income

$88,094

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2017: $88,094Liabilities 2017: $0Net Assets 2017: $88,0942017Assets 2018: $89,874Liabilities 2018: $0Net Assets 2018: $89,8742018Assets 2019: $85,824Liabilities 2019: $0Net Assets 2019: $85,8242019Assets 2020: $83,715Liabilities 2020: $0Net Assets 2020: $83,7152020Assets 2021: $158,364Liabilities 2021: $0Net Assets 2021: $158,3642021Assets 2022: $80,568Liabilities 2022: $0Net Assets 2022: $80,5682022Assets 2023: $90,837Liabilities 2023: $0Net Assets 2023: $90,8372023Assets 2024: $54,736Liabilities 2024: $0Net Assets 2024: $54,7362024Assets 2025: $50,591Liabilities 2025: $0Net Assets 2025: $50,5912025

Highlighted filing

2017

Assets$88,094
Liabilities$0
Net Assets$88,094

Operations Trend

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

$200K$100K$0-$100KRevenue 2017: $150,644Expenses 2017: $62,550Net Income 2017: $88,0942017Revenue 2018: $124,606Expenses 2018: $122,826Net Income 2018: $1,7802018Revenue 2019: $84,478Expenses 2019: $88,528Net Income 2019: -$4,0502019Revenue 2020: $106,538Expenses 2020: $108,647Net Income 2020: -$2,1092020Revenue 2021: $97,017Expenses 2021: $22,369Net Income 2021: $74,6482021Revenue 2022: $50,263Expenses 2022: $128,059Net Income 2022: -$77,7962022Revenue 2023: $114,350Expenses 2023: $104,081Net Income 2023: $10,2692023Revenue 2024: $72,521Expenses 2024: $108,622Net Income 2024: -$36,1012024Revenue 2025: $64,150Expenses 2025: $68,295Net Income 2025: -$4,1452025

Highlighted filing

2017

Revenue$150,644
Expenses$62,550
Net Income$88,094
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 13, 2018
Return Version
2016v3.0
Gross Receipts
$150,644
Mission and Program Overview

Mission

The foundation was organized to empower and assist active duty military members and their families, as well as veterans and their caregivers.

Program Services

DescriptionGrantsExpenses
Red, White and Bundled - The Foundation collects donations and purchases items such as diapers and children's clothing and distributes them to members of the military and their families.$0$57,791
Caregivers to Work - The Foundation provides veterans and the caregivers of disabled veterans the tools and support they need.$0$643
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan TillisChair Of Board, FounderPT$0--
Anne CliffordVice Chair, SecretaryPT$0--
Sarah VerardoDirector-$0--
Melisa TaylorTreasurer-$0--
Command SGM Donald McAlisterAdvisory Committee-$0--
Dr Thomas RapisardoAdvisory Committee-$0--
Kristen SmithAdvisory Committee-$0--
Sean StrainAdvisory Committee-$0--
Betsy McCorkleAdvisory Committee-$0--
Filing and Contact Details

Filer

Filer Name
Susan M Tillis Foundation
EIN
81-4108082
Phone
7047282227
Address
19607 W Catawba Avenue, Cornelius, NC 28031

Signing Officer

Name
Susan Tillis
Title
Chairman
Phone
7047282227
Signed
2018-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Williams Overman Pierce LLP
Address
2501 Atrium Drive Suite 500, Raleigh, NC 27607
Preparer
Edward A Golden CPA
Phone
9197823444
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Advertising and Promotion. Amount: 778. Description: Travel. Amount: 615. Description: Communication. Amount: 506. Description: Bank Charges. Amount: 432. Description: Office Supplies. Amount: 424. Description: Events. Amount: 542. Description: Donation Distributions. Amount: 57,653. Total to Form 990-EZ, line 16: 60,950.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Inventory. Beg. of Year Amount: 0. End of Year Amount: 4,153.

Raw XML Appendix189 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cornelius
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028031
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Susan Tillis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Anne Clifford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sarah Verardo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melisa Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Command SGM Donald McAlister
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Dr Thomas Rapisardo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kristen Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sean Strain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Betsy McCorkle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chair of Board, Founder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chair, Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Advisory Committee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Advisory Committee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Advisory Committee
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt04153
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt060950
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The Foundation was organized to empower and assist active duty military members and their families, as well as veterans and their caregivers.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Caregivers to Work - The Foundation provides veterans and the caregivers of disabled veterans the tools and support they need.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1643
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt062550
IRS990EZ/TotalProgramServiceExpensesAmt058434
IRS990EZ/TotalRevenueAmt0150644
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://susantillis.org/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt02016 is the organization's initial year.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part III, Short Year Explanation:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0150644
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Advertising and Promotion. Amount: 778. Description: Travel. Amount: 615. Description: Communication. Amount: 506. Description: Bank Charges. Amount: 432. Description: Office Supplies. Amount: 424. Description: Events. Amount: 542. Description: Donation Distributions. Amount: 57,653. Total to Form 990-EZ, line 16: 60,950.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Inventory. Beg. of Year Amount: 0. End of Year Amount: 4,153.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24 - Other Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Tillis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum07047282227
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Susan M Tillis Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0814108082
ReturnHeader/Filer/PhoneNum07047282227
ReturnHeader/Filer/USAddress/AddressLine1Txt019607 W Catawba Avenue
ReturnHeader/Filer/USAddress/CityNm0Cornelius
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028031
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B1D5ADC6E942BD669785ED5641DD6C8BAF492C96
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.57.194.194
ReturnHeader/FilingSecurityInformation/IPDt02018-02-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:24:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561031342
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Williams Overman Pierce LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02501 Atrium Drive Suite 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Raleigh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027607
ReturnHeader/PreparerPersonGrp/PhoneNum09197823444
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edward A Golden CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-15T12:16:11-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-10-10
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

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Filings