Civic Intelligence

Shared Services Alliance

990 • Fiscal year 2020 • EIN 81-4984471

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 09, 2020

PO Box 24229Greenville, SC 29616

(864) 293-0591

Siviq Scores

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

Liabilities / Assets

87th percentile

0.49x

Higher debt load relative to assets than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.15x

Higher debt load relative to revenue than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

55th percentile

8.2%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

90th percentile

119%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

22%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$70,715

Up $38,413 (+119%) from 2019

Net Assets

Up

$36,349

Up $18,329 (+102%) from 2019

Liabilities

Up

$34,366

Up $20,084 (+141%) from 2019

Revenue

Up

$222,869

Up $40,399 (+22%) from 2019

Expenses

Down

$204,540

Down $30,481 (-13%) from 2019

Net Income

Up

$18,329

Up $70,880 (+135%) 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: $38,417Liabilities 2017: $6,024Net Assets 2017: $32,3932017Assets 2018: $79,560Liabilities 2018: $8,988Net Assets 2018: $70,5722018Assets 2019: $32,302Liabilities 2019: $14,282Net Assets 2019: $18,0202019Assets 2020: $70,715Liabilities 2020: $34,366Net Assets 2020: $36,3492020Assets 2021: $138,169Liabilities 2021: $3,219Net Assets 2021: $134,9502021Assets 2022: $168,221Liabilities 2022: $11,698Net Assets 2022: $156,5232022Assets 2023: $146,808Liabilities 2023: $15,298Net Assets 2023: $131,5102023Assets 2024: $182,618Liabilities 2024: $15,587Net Assets 2024: $167,0312024

Highlighted filing

2020

Assets$70,715
Liabilities$34,366
Net Assets$36,349

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2017: $73,509Expenses 2017: $41,116Net Income 2017: $32,3932017Revenue 2018: $233,879Expenses 2018: $195,700Net Income 2018: $38,1792018Revenue 2019: $182,470Expenses 2019: $235,021Net Income 2019: -$52,5512019Revenue 2020: $222,869Expenses 2020: $204,540Net Income 2020: $18,3292020Revenue 2021: $345,117Expenses 2021: $246,516Net Income 2021: $98,6012021Revenue 2022: $298,359Expenses 2022: $276,786Net Income 2022: $21,5732022Revenue 2023: $320,746Expenses 2023: $345,759Net Income 2023: -$25,0132023Revenue 2024: $586,196Expenses 2024: $533,357Net Income 2024: $52,8392024

Highlighted filing

2020

Revenue$222,869
Expenses$204,540
Net Income$18,329
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$222,869
Mission and Program Overview

Mission

Provide online and onsite support for childcare and after school providers to help them save time and money and increase quality

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$26,460$66,927▲ $40,467
Pledges and Grants Receivable$5,300--
Accounts Receivable-$3,747-
Land, Buildings, and Equipment, Net$542$41▼ $501
Total Assets$32,302$70,715▲ $38,413
Liabilities
Unsecured Notes Loans Payable-$26,842-
Accounts Payable and Accrued Expenses$14,282$7,524▼ $6,758
Total Liabilities$14,282$34,366▲ $20,084
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,020$36,349▲ $18,329
Total Net Assets Fund Balance$18,020$36,349▲ $18,329
Total Liabilities and Net Assets / Fund Balance$32,302$70,715▲ $38,413

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$41$1,460-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leslie LatimerExecutive DirectorFT$72,662$3,600$76,262

Board Members and Trustees

NameTitle
Melissa RoperChair
Stephanie KnobelVice Chair
Debbie TeerBoard Member
Erin HuttonBoard Member
Johanna PerezBoard Member
Lisa MaronieBoard Member
Meredith BurtonBoard Member
Stacy BurrBoard Member
Vaudrien RayBoard Member
Derek LewisBoard Member Through 102019
James H RiddleBoard Member Through 12020
Noelle McinerneyNonvoting Ex Officio Board Me
Grady PattersonFirst Steps Designee
Julie HartmanSecretarytreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$212,547
Program Service Revenue
$10,286
Investment Income
$36
Other Revenue
$0
All Other Contributions
$212,547
Change in Net Assets
$18,329
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$154,442
Other Expenses$50,098
Total Fundraising Expense$15,320
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$54,150$10,830$7,220$72,200
Other Salaries and Wages$51,236$8,374$5,583$65,193
Information Technology$29,767$164$122$30,053
Payroll Taxes$8,585$1,571$1,047$11,203
Fees for Services Accounting-$9,096-$9,096
Pension Plan Contributions$4,385$877$584$5,846
Travel$3,929$473$347$4,749
Conferences and Meetings$1,761$212$156$2,129
Office Expenses$1,430$381$127$1,938
Occupancy$1,110$134$98$1,342
Depreciation Depletion$414$50$36$500
Insurance-$211-$211
Advertising-$80-$80
Total Functional Expenses$156,767$32,453$15,320$204,540
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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

Member election for additional members Part VI line 7A

03. Appointment of board members (part vi, line 7a)greenville county first steps (gfs) has the authority to appoint one member of the organizations board of directors. In addition, gfs executive director served on the organizations board until october 2, 2019.in addition, gfs allowed the organizations employees to participate in gfs group health benefits, and gfs incurred net premium costs of $17,136 related to the organizations two participating employees, including $11,733 for the executive director,

Form 990 governing body review Part VI line 11

04. Form 990 governing body review (part vi, section b, line 11a)the organization provides a draft of the form 990 to the board chair, treasurer and executive director for review before filing the form 990. The form 990 is signed by the board chair.

Conflict of interest policy compliance Part VI line 12C

05. Conflict of interests (part vi, section b, line 12 b)the board of directors reviews the conflicts of interest policy and determines compliance during program reviews.

CEO executive director top management comp Part VI line 15A

06. Executive director compensation (part vi, section b, line 15 a)compensation of the executive director is decided by the board of directors. Pay increases to date have been equal to increases in the executive directors required contributions towards health insurance.

Governing documents etc available to public Part VI line 19

07. Governing documents (part vi, section c, line 19)governing documents and financial documents are available from the irs, the sc secretary of state, or upon request to the executive director.

Filing and Contact Details

Filer

Filer Name
Shared Services Alliance
EIN
81-4984471
Address
PO BOX 24229, GREENVILLE, SC 29616
Doing Business As
Palmetto Shared Services Allia

Signing Officer

Name
Stephanie Knobel
Title
Vice Chair
Phone
8642930591
Signed
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Knobel
Formed
2016
Legal Domicile
Sc
Voting Board Members
12
Independent Board Members
12
Employees
3

Preparer

Firm
Winters-smith Associates LLC
Address
1327 MILLER RD STE J, GREENVILLE, SC 29607
Preparer
Thomas Sheaffer Ea
Phone
8642438922
Supplemental Narrative

Additional Explanations

Significant program services not listed on prior year return Part III line 2

01. Significant new program service (part iii, line 2)the organization received a significant new child care resource & referral contract grant, for which it develops business practice trainings for childcare providers across the state of sc. The organization is a sub-recepient of funding received by child development research center at the university of south carolina sc-child care resource and referral network. Revenue recognized for the program constituted 35% of total revenues in fy 19/20.

Part III response or note to any other line in Part III

02. Program service accomplishments (part iii, line 4a)virtually all of the organizations programs use the same staff and technology resources. Program accomplishments for fy 19/20 include:a. Secured and implemented child care resource & referral contract grant and developed business practice trainings for childcare providers across south carolinab. Secured a contract with sc program for infant toddler care and provided services to various centers across south carolinac. Launched early care and education job boardd. Enhanced programmatic partnerships with early learning ventures and sc first stepse. Expanded number of counties served throughout south carolinaf. Developed a comprehensive training program and hired a part-time training coordinator

General explanation attachment

08. General explanation re greenville first steps revenues from greenville first steps (gfs) for fy 19/20 totalled $107,859, of which $25,000 was for membership grants to be used to fund memberships for greenville county childcare facilities. These revenues represented 48% of the organizations revenues for fy 19/20. In addition, gfs allowed the organizations employees to participate in gfs group health benefits, and gfs incurred net premium costs of $17,136 related to the organizations two participating employees. Gfs also provided office space to the organization at no charge, with a market value of $7,800. The total financial support provided by gfs, as described above, was $132,795 for fy 19/20.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt003. APPOINTMENT OF BOARD MEMBERS (PART VI, LINE 7A)GREENVILLE COUNTY FIRST STEPS (GFS) HAS THE AUTHORITY TO APPOINT ONE MEMBER OF THE ORGANIZATIONS BOARD OF DIRECTORS. IN ADDITION, GFS EXECUTIVE DIRECTOR SERVED ON THE ORGANIZATIONS BOARD UNTIL OCTOBER 2, 2019.IN ADDITION, GFS ALLOWED THE ORGANIZATIONS EMPLOYEES TO PARTICIPATE IN GFS GROUP HEALTH BENEFITS, AND GFS INCURRED NET PREMIUM COSTS OF $17,136 RELATED TO THE ORGANIZATIONS TWO PARTICIPATING EMPLOYEES, INCLUDING $11,733 FOR THE EXECUTIVE DIRECTOR,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt104. FORM 990 GOVERNING BODY REVIEW (PART VI, SECTION B, LINE 11A)THE ORGANIZATION PROVIDES A DRAFT OF THE FORM 990 TO THE BOARD CHAIR, TREASURER AND EXECUTIVE DIRECTOR FOR REVIEW BEFORE FILING THE FORM 990. THE FORM 990 IS SIGNED BY THE BOARD CHAIR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt205. CONFLICT OF INTERESTS (PART VI, SECTION B, LINE 12 B)THE BOARD OF DIRECTORS REVIEWS THE CONFLICTS OF INTEREST POLICY AND DETERMINES COMPLIANCE DURING PROGRAM REVIEWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt306. EXECUTIVE DIRECTOR COMPENSATION (PART VI, SECTION B, LINE 15 A)COMPENSATION OF THE EXECUTIVE DIRECTOR IS DECIDED BY THE BOARD OF DIRECTORS. PAY INCREASES TO DATE HAVE BEEN EQUAL TO INCREASES IN THE EXECUTIVE DIRECTORS REQUIRED CONTRIBUTIONS TOWARDS HEALTH INSURANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt407. GOVERNING DOCUMENTS (PART VI, SECTION C, LINE 19)GOVERNING DOCUMENTS AND FINANCIAL DOCUMENTS ARE AVAILABLE FROM THE IRS, THE SC SECRETARY OF STATE, OR UPON REQUEST TO THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt501. SIGNIFICANT NEW PROGRAM SERVICE (PART III, LINE 2)THE ORGANIZATION RECEIVED A SIGNIFICANT NEW CHILD CARE RESOURCE & REFERRAL CONTRACT GRANT, FOR WHICH IT DEVELOPS BUSINESS PRACTICE TRAININGS FOR CHILDCARE PROVIDERS ACROSS THE STATE OF SC. THE ORGANIZATION IS A SUB-RECEPIENT OF FUNDING RECEIVED BY CHILD DEVELOPMENT RESEARCH CENTER AT THE UNIVERSITY OF SOUTH CAROLINA SC-CHILD CARE RESOURCE AND REFERRAL NETWORK. REVENUE RECOGNIZED FOR THE PROGRAM CONSTITUTED 35% OF TOTAL REVENUES IN FY 19/20.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt602. PROGRAM SERVICE ACCOMPLISHMENTS (PART III, LINE 4A)VIRTUALLY ALL OF THE ORGANIZATIONS PROGRAMS USE THE SAME STAFF AND TECHNOLOGY RESOURCES. PROGRAM ACCOMPLISHMENTS FOR FY 19/20 INCLUDE:A. SECURED AND IMPLEMENTED CHILD CARE RESOURCE & REFERRAL CONTRACT GRANT AND DEVELOPED BUSINESS PRACTICE TRAININGS FOR CHILDCARE PROVIDERS ACROSS SOUTH CAROLINAB. SECURED A CONTRACT WITH SC PROGRAM FOR INFANT TODDLER CARE AND PROVIDED SERVICES TO VARIOUS CENTERS ACROSS SOUTH CAROLINAC. LAUNCHED EARLY CARE AND EDUCATION JOB BOARDD. ENHANCED PROGRAMMATIC PARTNERSHIPS WITH EARLY LEARNING VENTURES AND SC FIRST STEPSE. EXPANDED NUMBER OF COUNTIES SERVED THROUGHOUT SOUTH CAROLINAF. DEVELOPED A COMPREHENSIVE TRAINING PROGRAM AND HIRED A PART-TIME TRAINING COORDINATOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt708. GENERAL EXPLANATION RE GREENVILLE FIRST STEPS REVENUES FROM GREENVILLE FIRST STEPS (GFS) FOR FY 19/20 TOTALLED $107,859, OF WHICH $25,000 WAS FOR MEMBERSHIP GRANTS TO BE USED TO FUND MEMBERSHIPS FOR GREENVILLE COUNTY CHILDCARE FACILITIES. THESE REVENUES REPRESENTED 48% OF THE ORGANIZATIONS REVENUES FOR FY 19/20. IN ADDITION, GFS ALLOWED THE ORGANIZATIONS EMPLOYEES TO PARTICIPATE IN GFS GROUP HEALTH BENEFITS, AND GFS INCURRED NET PREMIUM COSTS OF $17,136 RELATED TO THE ORGANIZATIONS TWO PARTICIPATING EMPLOYEES. GFS ALSO PROVIDED OFFICE SPACE TO THE ORGANIZATION AT NO CHARGE, WITH A MARKET VALUE OF $7,800. THE TOTAL FINANCIAL SUPPORT PROVIDED BY GFS, AS DESCRIBED ABOVE, WAS $132,795 FOR FY 19/20.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Significant program services not listed on prior year return Part III line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part III response or note to any other line in Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7General explanation attachment
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