Civic Intelligence

Red White and Bundled

990EZ • Fiscal year 2019 • EIN 81-4108082

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 17, 2020

18067 West Catawba Avenue No 103Cornelius, 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.

2019 filings • NTEE W30 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

63rd percentile

0.00x

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

2019 filings • NTEE W30 • <$500k nonprofits • Source year 2019

Net Margin

31st percentile

-4.8%

Higher net margin than 31% of similar nonprofits.

2019 filings • NTEE W30 • <$500k nonprofits • Source year 2019

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

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

2019 filings • NTEE W30 • <$500k nonprofits • Source year 2019

Asset Growth

34th percentile

-4.5%

Faster asset growth than 34% of similar nonprofits.

2019 filings • NTEE W30 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-32%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • NTEE W30 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$85,824

Down $4,050 (-4.5%) from 2018

Net Assets

Down

$85,824

Down $4,050 (-4.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$84,478

Down $40,128 (-32%) from 2018

Expenses

Down

$88,528

Down $34,298 (-28%) from 2018

Net Income

Down

-$4,050

Down $5,830 (-328%) from 2018

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

2019

Assets$85,824
Liabilities$0
Net Assets$85,824

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

2019

Revenue$84,478
Expenses$88,528
Net Income-$4,050
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Feb 17, 2020
Return Version
2018v3.1
Gross Receipts
$85,039
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$82,607
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANICA THOMASChairman-$0--
ANNE CLIFFORDVice Chair, SecretaryPT$0--
LYNETTE RINKERDirector-$0--
MELISA TAYLORTreasurer-$0--
PATRICIA MURRAYDirector-$0--
SUSAN TILLISFounder-$0--
Filing and Contact Details

Filer

Filer Name
Susan M Tillis Foundation
EIN
81-4108082
Phone
7047282227
Address
18067 WEST CATAWBA AVENUE NO 103, CORNELIUS, NC 28031

Signing Officer

Name
Danica Thomas
Title
Chairman
Phone
7047282227
Signed
2020-02-17
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 7 - Sales of Inventory

Income: gross receipts: 400. Returns and allowances: 0. Less cost of goods sold: 561. Gross profit: -161. Cost of goods sold: inventory at beginning of year: 2,916. Merchandise purchased: 69. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 2,424. Cost of goods sold: 561.

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

Description: accounting. Amount: 1,275. Description: processing fees. Amount: 154. Description: advertising and promotion. Amount: 388. Description: communication. Amount: 890. Description: office supplies. Amount: 200. Description: events. Amount: 614. Description: donation distributions. Amount: 82,607. Total to form 990-ez, line 16: 86,128.

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

Description: inventory. Beg. Of year amount: 2,916. End of year amount: 2,424. Description: deposits in transit. Beg. Of year amount: 69. End of year amount: 0.

Raw XML Appendix171 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0MELISA TAYLOR
IRS990EZ/BooksInCareOfDetail/PhoneNum07047282227
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt019607 WEST CATAWBA AVENUE SUITE 104
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORNELIUS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028031
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086889
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083400
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt084639
IRS990EZ/CostOfGoodsSoldAmt0561
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-4050
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089874
IRS990EZ/Form990TotalAssetsGrp/EOYAmt085824
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-161
IRS990EZ/GrossReceiptsAmt085039
IRS990EZ/GrossSalesOfInventoryAmt0400
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt089874
IRS990EZ/NetAssetsOrFundBalancesEOYAmt085824
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt089874
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt085824
IRS990EZ/OccupancyRentUtltsAndMaintAmt02400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANICA THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNE CLIFFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LYNETTE RINKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISA TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PATRICIA MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUSAN TILLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR, SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FOUNDER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02985
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02424
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt086128
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RED, 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt082607
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt088528
IRS990EZ/TotalProgramServiceExpensesAmt082607
IRS990EZ/TotalRevenueAmt084478
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://SUSANTILLIS.ORG/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt035000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt075000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0110000
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt084639
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0124546
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0150644
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0359829
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0249829
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt035000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt075000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0110000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084639
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0124546
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0150644
IRS990ScheduleA/Total509Grp/TotalAmt0359829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084639
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0124546
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0150644
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0359829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 400. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 561. GROSS PROFIT: -161. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 2,916. MERCHANDISE PURCHASED: 69. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 2,424. COST OF GOODS SOLD: 561.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTING. AMOUNT: 1,275. DESCRIPTION: PROCESSING FEES. AMOUNT: 154. DESCRIPTION: ADVERTISING AND PROMOTION. AMOUNT: 388. DESCRIPTION: COMMUNICATION. AMOUNT: 890. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 200. DESCRIPTION: EVENTS. AMOUNT: 614. DESCRIPTION: DONATION DISTRIBUTIONS. AMOUNT: 82,607. TOTAL TO FORM 990-EZ, LINE 16: 86,128.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INVENTORY. BEG. OF YEAR AMOUNT: 2,916. END OF YEAR AMOUNT: 2,424. DESCRIPTION: DEPOSITS IN TRANSIT. BEG. OF YEAR AMOUNT: 69. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANICA THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07047282227
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN M TILLIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0814108082
ReturnHeader/Filer/PhoneNum07047282227
ReturnHeader/Filer/USAddress/AddressLine1Txt018067 WEST CATAWBA AVENUE NO 103
ReturnHeader/Filer/USAddress/CityNm0CORNELIUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028031
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId014E5329E549F4886DC12AC939F571E4162818494
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-02-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:56:40
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/PreparationDt02020-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD A GOLDEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-04-28T09:43:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

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Filings