Civic Intelligence

Red White and Bundled

990EZ • Fiscal year 2020 • EIN 81-4108082

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 11, 2022

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

60th percentile

0.00x

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

2020 filings • NTEE W30 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.00x

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

2020 filings • NTEE W30 • <$500k nonprofits • Source year 2020

Net Margin

41st percentile

-2.0%

Higher net margin than 41% of similar nonprofits.

2020 filings • NTEE W30 • <$500k nonprofits • Source year 2020

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2020 filings • NTEE W30 • <$500k nonprofits • Source year 2020

Asset Growth

41st percentile

-2.5%

Faster asset growth than 41% of similar nonprofits.

2020 filings • NTEE W30 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

26%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • NTEE W30 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$83,715

Down $2,109 (-2.5%) from 2019

Net Assets

Down

$83,715

Down $2,109 (-2.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$106,538

Up $22,060 (+26%) from 2019

Expenses

Up

$108,647

Up $20,119 (+23%) from 2019

Net Income

Up

-$2,109

Up $1,941 (+48%) from 2019

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

2020

Assets$83,715
Liabilities$0
Net Assets$83,715

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

2020

Revenue$106,538
Expenses$108,647
Net Income-$2,109
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 11, 2022
Return Version
2019v5.2
Gross Receipts
$106,538
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$103,103
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANICA THOMASChairman-$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
2022-02-11
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: accounting. Amount: 1,275. Description: events. Amount: 172. Description: donation distributions. Amount: 103,103. Description: bank charges & fees. Amount: 60. Description: advertising. Amount: 1,495. Description: supplies. Amount: 61. Description: travel. Amount: 81. Total to form 990-ez, line 16: 106,247.

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

Description: inventory. Beg. Of year amount: 2,424. End of year amount: 2,424.

Form 990-ez Part B, Schedule A, Schedule B

The organization is amending its form 990-ez to report a noncash donation in excess of $5,000 on schedule b that was inadvertantly excluded from the original return. The organization received new baby clothes worth $46,768 from elegant baby during the fiscal year ended september 30, 2020 which is now properly included on schedule b. Furthermore, the organization receives a majority of its contributions from public donations and does not earn revenue from program related services. As such, the organization is a 509(a)(1) charity described in section 170(b)(1)(a)(vi). The original return reported the organization as a 509(a)(2) charity with part i box 10 checked. The amended return corrects the public charity status so that part i box 7 is checked.

Raw XML Appendix155 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/AmendedReturnInd0X
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/BOYAmt083400
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081291
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0106538
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2109
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt085824
IRS990EZ/Form990TotalAssetsGrp/EOYAmt083715
IRS990EZ/GrossReceiptsAmt0106538
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt085824
IRS990EZ/NetAssetsOrFundBalancesEOYAmt083715
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt085824
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt083715
IRS990EZ/OccupancyRentUtltsAndMaintAmt02400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANICA THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LYNETTE RINKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISA TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICIA MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUSAN TILLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FOUNDER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02424
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02424
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0106247
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/ProgramServiceExpensesAmt0103103
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0108647
IRS990EZ/TotalProgramServiceExpensesAmt0103103
IRS990EZ/TotalRevenueAmt0106538
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://SUSANTILLIS.ORG/
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0106538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt084639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0124546
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0150644
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0466367
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0466367
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0106538
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt084639
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0124546
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0150644
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0466367
IRS990ScheduleA/TotalSupportAmt0466367
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ACCOUNTING. AMOUNT: 1,275. DESCRIPTION: EVENTS. AMOUNT: 172. DESCRIPTION: DONATION DISTRIBUTIONS. AMOUNT: 103,103. DESCRIPTION: BANK CHARGES & FEES. AMOUNT: 60. DESCRIPTION: ADVERTISING. AMOUNT: 1,495. DESCRIPTION: SUPPLIES. AMOUNT: 61. DESCRIPTION: TRAVEL. AMOUNT: 81. TOTAL TO FORM 990-EZ, LINE 16: 106,247.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INVENTORY. BEG. OF YEAR AMOUNT: 2,424. END OF YEAR AMOUNT: 2,424.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION IS AMENDING ITS FORM 990-EZ TO REPORT A NONCASH DONATION IN EXCESS OF $5,000 ON SCHEDULE B THAT WAS INADVERTANTLY EXCLUDED FROM THE ORIGINAL RETURN. THE ORGANIZATION RECEIVED NEW BABY CLOTHES WORTH $46,768 FROM ELEGANT BABY DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2020 WHICH IS NOW PROPERLY INCLUDED ON SCHEDULE B. FURTHERMORE, THE ORGANIZATION RECEIVES A MAJORITY OF ITS CONTRIBUTIONS FROM PUBLIC DONATIONS AND DOES NOT EARN REVENUE FROM PROGRAM RELATED SERVICES. AS SUCH, THE ORGANIZATION IS A 509(A)(1) CHARITY DESCRIBED IN SECTION 170(B)(1)(A)(VI). THE ORIGINAL RETURN REPORTED THE ORGANIZATION AS A 509(A)(2) CHARITY WITH PART I BOX 10 CHECKED. THE AMENDED RETURN CORRECTS THE PUBLIC CHARITY STATUS SO THAT PART I BOX 7 IS CHECKED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ PART B, SCHEDULE A, SCHEDULE B
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANICA THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07047282227
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-11
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/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/PreparationDt02022-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD A GOLDEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-02-14T08:43:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • NTEE W30 • <$500k nonprofits