Civic Intelligence

Saveandprosper Org Inc

EIN 81-4312815 • 501(c)3

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

96th percentile

88%

Higher net margin than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

76th percentile

21%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

22nd percentile

-40%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$307,228

Up $52,698 (+21%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$307,228

Up $52,698 (+21%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin96th percentile

Revenue

Down

$60,050

Down $39,964 (-40%) from 2022

Expenses

Up

$7,352

Up $1,774 (+32%) from 2022

Net Income

Down

$52,698

Down $41,738 (-44%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2021: $160,094Liabilities 2021: $0Net Assets 2021: $160,0942021Assets 2022: $254,530Liabilities 2022: $0Net Assets 2022: $254,5302022Assets 2023: $307,228Liabilities 2023: $0Net Assets 2023: $307,2282023

Highlighted filing

2023

Assets$307,228
Liabilities$0
Net Assets$307,228
Open 2023 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2021: $120,000Expenses 2021: $21,910Net Income 2021: $98,0902021Revenue 2022: $100,014Expenses 2022: $5,578Net Income 2022: $94,4362022Revenue 2023: $60,050Expenses 2023: $7,352Net Income 2023: $52,6982023

Highlighted filing

2023

Revenue$60,050
Expenses$7,352
Net Income$52,698
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$307,228
Liabilities
$0
Net assets
$307,228
Revenue
$60,050
Expenses
$7,352
Net income
$52,698
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$0.60$0.07$0.53
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$1.00$0.06$0.94
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$1.20$0.22$0.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 7, 2024
Return Version
2023v4.0
Gross Receipts
$60,050
Mission and Program Overview

Mission

The exempt purposes of the organization are charitable and educational, includes relief of the poor and advancement of education.

Program Services

DescriptionGrantsExpenses
TRAIN AND PROVIDE PARTICIPANTS WITH THE OPPORTUNITY TO ACCESS FINANCIAL COACHING IN THE AREAS OF CONSERVATIVE SPENDING AND BUDGETING.$2,061$5,291
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANNA MCMURRAYExecutive Director-$0--
BRENDA RAMIREZDirector-$0--
DAVID DELEONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Saveandprosper Org Inc
EIN
81-4312815
Phone
9729797118
Address
16970 DALLAS PARKWAY UNIT 701, DALLAS, TX 75248

Signing Officer

Name
Joanna Mcmurray
Title
President
Phone
9723811500
Signed
2024-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Still Burton Llp
Address
13465 MIDWAY ROAD SUITE 475, FARMERS BRANCH, TX 75244
Preparer
William Smothermon
Phone
4697011710
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: donation. Grantee name: families to freedom. Grantee address: 16970 dallas parkway ste 701 dallas, tx 75248. Property description: cash. Date of gift: 12/31/23. Amount given: 2,061.”

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

“Description: taxes. Amount: 300. Description: website. Amount: 3,200. Total to form 990-ez, line 16: 3,500.”

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

“Description: loan to other. Beg. Of year amount: 564. End of year amount: 564.”

Raw XML Appendix158 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/PersonNm0JOANNA MCMURAY
IRS990EZ/BooksInCareOfDetail/PhoneNum09729797118
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016970 DALLAS PARKWAY UNIT 701
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075248
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0253966
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0306664
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt060050
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt052698
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01625
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0254530
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0307228
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02061
IRS990EZ/GrossReceiptsAmt060050
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0254530
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0307228
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0254530
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0307228
IRS990EZ/OccupancyRentUtltsAndMaintAmt0166
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOANNA MCMURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRENDA RAMIREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID DELEON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0564
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0564
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE EXEMPT PURPOSES OF THE ORGANIZATION ARE CHARITABLE AND EDUCATIONAL, INCLUDES RELIEF OF THE POOR AND ADVANCEMENT OF EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRAIN AND PROVIDE PARTICIPANTS WITH THE OPPORTUNITY TO ACCESS FINANCIAL COACHING IN THE AREAS OF CONSERVATIVE SPENDING AND BUDGETING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02061
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05291
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/TotalExpensesAmt07352
IRS990EZ/TotalProgramServiceExpensesAmt05291
IRS990EZ/TotalRevenueAmt060050
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://SAVEANDPROSPER.ORG/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0120000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt060000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0340050
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0340050
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0120000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060000
IRS990ScheduleA/Total509Grp/TotalAmt0340050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0120000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt060000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0340050
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/ExplanationTxt0ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: FAMILIES TO FREEDOM. GRANTEE ADDRESS: 16970 DALLAS PARKWAY STE 701 DALLAS, TX 75248. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/23. AMOUNT GIVEN: 2,061.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TAXES. AMOUNT: 300. DESCRIPTION: WEBSITE. AMOUNT: 3,200. TOTAL TO FORM 990-EZ, LINE 16: 3,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: LOAN TO OTHER. BEG. OF YEAR AMOUNT: 564. END OF YEAR AMOUNT: 564.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANNA MCMURRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09723811500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAVEANDPROSPER ORG INC
ReturnHeader/Filer/BusinessNameControlTxt0SAVE
ReturnHeader/Filer/EIN0814312815
ReturnHeader/Filer/PhoneNum09729797118
ReturnHeader/Filer/USAddress/AddressLine1Txt016970 DALLAS PARKWAY UNIT 701
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075248
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823247531
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STILL BURTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013465 MIDWAY ROAD SUITE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMERS BRANCH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075244
ReturnHeader/PreparerPersonGrp/PhoneNum04697011710
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM SMOTHERMON
ReturnHeader/ReturnTs02024-03-13T15:30:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOANNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCMURRAY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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