Civic Intelligence

C-Tac Innovations Inc.

990 • Fiscal year 2021 • EIN 81-4231690

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

900 16th St NW 400Washington, DC 20006

(608) 473-1035

Siviq Scores

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

Liabilities / Assets

94th percentile

1.00x

Higher debt load relative to assets than 94% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

83rd percentile

0.69x

Higher debt load relative to revenue than 83% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

19th percentile

-5.2%

Higher net margin than 19% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

90th percentile

$194,094

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

81st percentile

35%

Faster asset growth than 81% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

50th percentile

12%

Faster revenue growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$761,056

Up $198,261 (+35%) from 2020

Net Assets

Down

-$1,250

Down $57,384 (-102%) from 2020

Liabilities

Up

$762,306

Up $255,645 (+50%) from 2020

Revenue

Up

$1,099,324

Up $118,983 (+12%) from 2020

Expenses

Down

$1,156,708

Down $3,700 (-0.3%) from 2020

Net Income

Up

-$57,384

Up $122,683 (+68%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2020: $562,795Liabilities 2020: $506,661Net Assets 2020: $56,1342020Assets 2021: $761,056Liabilities 2021: $762,306Net Assets 2021: -$1,2502021Assets 2022: $620,566Liabilities 2022: $845,074Net Assets 2022: -$224,5082022Assets 2024: $83,924Liabilities 2024: $737Net Assets 2024: $83,1872024

Highlighted filing

2021

Assets$761,056
Liabilities$762,306
Net Assets-$1,250

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $980,341Expenses 2020: $1,160,408Net Income 2020: -$180,0672020Revenue 2021: $1,099,324Expenses 2021: $1,156,708Net Income 2021: -$57,3842021Revenue 2022: $960,031Expenses 2022: $1,183,289Net Income 2022: -$223,2582022Revenue 2024: $319,832Expenses 2024: $201,563Net Income 2024: $118,2692024

Highlighted filing

2021

Revenue$1,099,324
Expenses$1,156,708
Net Income-$57,384
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.2
Gross Receipts
$1,099,324
Mission and Program Overview

Mission

To serve as an internationally recognized, evidence-based system for person-centered decision making that transforms the healthcare culture by honoring an individual's goals and values.

To serve as an internationally recognized, evidence based system for personcentered decision making that transforms the healthcare culture by honoring an individual's goals and values.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$528,378$717,038▲ $188,660
Accounts Receivable$23,051$29,324▲ $6,273
Land, Buildings, and Equipment, Net$11,366$8,223▼ $3,143
Prepaid Expenses and Deferred Charges-$6,471-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$56,134$-1,250▼ $57,384
Total Assets$562,795$761,056▲ $198,261
Liabilities
Other Liabilities$286,863$704,113▲ $417,250
Deferred Revenue$219,798$58,193▼ $161,605
Total Liabilities$506,661$762,306▲ $255,645
Net Assets / Fund Balance
Total Net Assets Fund Balance$56,134$-1,250▼ $57,384
Total Liabilities and Net Assets / Fund Balance$562,795$761,056▲ $198,261

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,223$49,966$58,189
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Carole MontgomeryExecutive Medical DirectorFT$194,094$194,094
Stephanie AndersonExecutive DirectorFT$130,776$130,776

Board Members and Trustees

NameTitle
J Thomas KoutsoumpasPresident
Richard UmbdenstockDirector
William NovelliDirector, Secretary, Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$809,410
Investment Income
$18
Other Revenue
$289,896
Change in Net Assets
$-57,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$830,285
Other Expenses$326,423
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$257,653$257,653-$515,306
Fees for Services Other$147,003--$147,003
Other Employee Benefits$67,642$67,642-$135,284
Current Officers, Directors, Trustees, and Key Employees$65,388$65,388-$130,776
Fees for Services Management$30,300$30,300-$60,600
Payroll Taxes$24,459$24,460-$48,919
Fees for Services Accounting$16,750$16,751-$33,501
Information Technology$8,820$8,821-$17,641
Insurance$5,936$5,937-$11,873
Depreciation Depletion$5,682$5,682-$11,364
Fees for Services Legal$2,187$2,187-$4,374
All Other Expenses$1,997$1,998-$3,995
Other Expenses$1,837$1,838-$3,675
Travel$1,172$1,173-$2,345
Office Expenses$329$329-$658
Conferences and Meetings$157$158-$315
Total Functional Expenses$651,851$504,857$0$1,156,708
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sba Eidl$500,000
Loan From Stupski Foundation$200,000
Payroll Taxes Payable$3,438
Credit Cards$675
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Each month, the finance management team reviews monthly financial statements and shares information to the the board of directors. Financial information is thoroughly reviewed before filing form 990.

Form 990, Part VI, Section C, Line 18

N/A

Form 990, Part VI, Section C, Line 19

N/A

Filing and Contact Details

Filer

Filer Name
C-tac Innovations Inc
EIN
81-4231690
Phone
6084731035
Address
900 16TH ST NW 400, WASHINGTON, DC 20006

Signing Officer

Name
Stephanie Anderson
Title
Executive Director
Phone
6084731997
Signed
2022-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Anderson
Formed
2016
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
3
Employees
7
Volunteers
0

Preparer

Firm
Caldwell & Associates LLC
Address
8120 WOODMONT AVENUE 400, BETHESDA, MD 20814
Preparer
William J Caldwell CPA
Phone
3019418090
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Cost of goods sold: program service expenses 147,003. Management and general expenses 0. Fundraising expenses 0. Total expenses 147,003.

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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0675
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13438
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2200000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3500000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2LOAN FROM STUPSKI FOUNDATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SBA EIDL
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08223
IRS990ScheduleD/TotalLiabilityAmt0704113
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0194094
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CAROLE MONTGOMERY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE MEDICAL DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0194094
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EACH MONTH, THE FINANCE MANAGEMENT TEAM REVIEWS MONTHLY FINANCIAL STATEMENTS AND SHARES INFORMATION TO THE THE BOARD OF DIRECTORS. FINANCIAL INFORMATION IS THOROUGHLY REVIEWED BEFORE FILING FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COST OF GOODS SOLD: PROGRAM SERVICE EXPENSES 147,003. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 147,003.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0562795
IRS990/TotalAssetsEOYAmt0761056
IRS990/TotalAssetsGrp/BOYAmt0562795
IRS990/TotalAssetsGrp/EOYAmt0761056
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0504857
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0651851
IRS990/TotalFunctionalExpensesGrp/TotalAmt01156708
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0506661
IRS990/TotalLiabilitiesEOYAmt0762306
IRS990/TotalLiabilitiesGrp/BOYAmt0506661
IRS990/TotalLiabilitiesGrp/EOYAmt0762306
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt056134
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1250
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0651851
IRS990/TotalProgramServiceRevenueAmt0809410
IRS990/TotalReportableCompFromOrgAmt0324870
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01099324
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01099324
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0562795
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0761056
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01173
IRS990/TravelGrp/ProgramServicesAmt01172
IRS990/TravelGrp/TotalAmt02345
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0900 16TH ST NW 400
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020006
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0RESPECTINGCHOICES.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06084731997
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0C-TAC INNOVATIONS INC
ReturnHeader/Filer/BusinessNameControlTxt0C-TA
ReturnHeader/Filer/EIN0814231690
ReturnHeader/Filer/PhoneNum06084731035
ReturnHeader/Filer/USAddress/AddressLine1Txt0900 16TH ST NW 400
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC

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