Civic Intelligence

Shared Services Alliance

990 • Fiscal year 2021 • EIN 81-4984471

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

700 N Pleasantburg Drive Ste PssaGreenville, SC 29607

(864) 335-9080

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

73rd percentile

29%

Higher net margin than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

97th percentile

$83,056

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 24.1% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

88th percentile

95%

Faster asset growth than 88% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

55%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$138,169

Up $67,454 (+95%) from 2020

Net Assets

Up

$134,950

Up $98,601 (+271%) from 2020

Liabilities

Down

$3,219

Down $31,147 (-91%) from 2020

Revenue

Up

$345,117

Up $122,248 (+55%) from 2020

Expenses

Up

$246,516

Up $41,976 (+21%) from 2020

Net Income

Up

$98,601

Up $80,272 (+438%) from 2020

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

2021

Assets$138,169
Liabilities$3,219
Net Assets$134,950

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

2021

Revenue$345,117
Expenses$246,516
Net Income$98,601
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$345,117
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
Savings and Temporary Cash Investments-$116,356-
Accounts Receivable$3,747$19,062▲ $15,315
Cash and Non-Interest-Bearing Accounts$66,927$2,751▼ $64,176
Land, Buildings, and Equipment, Net$41--
Total Assets$70,715$138,169▲ $67,454
Liabilities
Unsecured Notes Loans Payable$26,842--
Accounts Payable and Accrued Expenses$7,524$3,219▼ $4,305
Total Liabilities$34,366$3,219▼ $31,147
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$36,349$134,950▲ $98,601
Total Net Assets Fund Balance$36,349$134,950▲ $98,601
Total Liabilities and Net Assets / Fund Balance$70,715$138,169▲ $67,454

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1,501-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leslie LatimerExecutive DirectorFT$69,466$13,590$83,056

Board Members and Trustees

NameTitle
Stephanie KnobelChair
Jessica SharpVice Chair
Debbie TeerBoard Member
Erin HuttonBoard Member
Hope GreenBoard Member
Johanna PerezBoard Member
Lisa MaronieBoard Member
Melissa RoperBoard Member
Vaudrien RayBoard Member
Grady PattersonFirst Steps Designee
Julie HartmanSecretarytreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$329,945
Program Service Revenue
$15,026
Investment Income
$146
Other Revenue
$0
All Other Contributions
$294,602
Change in Net Assets
$98,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$194,130
Other Expenses$52,386
Total Fundraising Expense$10,732
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$77,598--$77,598
Current Officers, Directors, Trustees, and Key Employees$36,600$29,280$7,320$73,200
Information Technology$33,425$1,176$294$34,895
Other Employee Benefits$15,563$7,201$1,800$24,564
Payroll Taxes$8,867$2,273$569$11,709
Fees for Services Accounting-$8,657-$8,657
Pension Plan Contributions$4,959$1,680$420$7,059
Occupancy$1,797$506$126$2,429
Office Expenses$1,337$377$94$1,808
Advertising-$1,428-$1,428
Conferences and Meetings$991$279$70$1,340
Travel$524$148$37$709
Insurance-$609-$609
Fees for Services Legal-$470-$470
Depreciation Depletion$30$9$2$41
Total Functional Expenses$181,691$54,093$10,732$246,516
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.

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 executive director.

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 primarily been equal to increases in the executive directors required contributions towards health insurance.not included are health insurance premiums totaling $6000 funded by greenville first steps during the six months ending june 30, 2020.

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.

Part VIII response or note to any line in Part VIII

In addition to contributions and grants revenue recognized, the organization received, as fiscal agent for greenville first steps (gfs), $138,000 which was disbursed by the organization to 46 childcare providers, as directed by gfs, for training completion stipends; this amount is not recorded as revenue or related expenses by the organization.gfs provided office space to the organization at no charge, with a market value of $7,800 for the fiscal year ended june 30, 2021. In-kind rent revenues and expenses are not recorded by the organization.

Filing and Contact Details

Filer

Filer Name
Shared Services Alliance
EIN
81-4984471
Address
700 N PLEASANTBURG DRIVE STE PSSA, GREENVILLE, SC 29607
Doing Business As
Palmetto Shared Services Allia

Signing Officer

Name
Leslie Latimer
Title
Executive Direc
Phone
8642930591
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
Sc
Voting Board Members
11
Independent Board Members
11
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

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

Program service accomplishments across south carolina include the following:1.developed a comprehensive virtual training program for family home providers in the upstate 2.enhanced programmatic partnerships with sc first steps, greenville first steps, early learning ventures and various other partners 3.provided services to 330 childcare programs 4.implemented second child care resource and referral contract for enhancing business practice training for childcare providers 5.continued contract with sc program for infant toddler care and provided services to various centers 6.offered spanish translations for all digital resources7.expanded the number of counties served

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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.
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 EXECUTIVE DIRECTOR.
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 PRIMARILY BEEN EQUAL TO INCREASES IN THE EXECUTIVE DIRECTORS REQUIRED CONTRIBUTIONS TOWARDS HEALTH INSURANCE.NOT INCLUDED ARE HEALTH INSURANCE PREMIUMS TOTALING $6000 FUNDED BY GREENVILLE FIRST STEPS DURING THE SIX MONTHS ENDING JUNE 30, 2020.
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/ExplanationTxt5PROGRAM SERVICE ACCOMPLISHMENTS ACROSS SOUTH CAROLINA INCLUDE THE FOLLOWING:1.DEVELOPED A COMPREHENSIVE VIRTUAL TRAINING PROGRAM FOR FAMILY HOME PROVIDERS IN THE UPSTATE 2.ENHANCED PROGRAMMATIC PARTNERSHIPS WITH SC FIRST STEPS, GREENVILLE FIRST STEPS, EARLY LEARNING VENTURES AND VARIOUS OTHER PARTNERS 3.PROVIDED SERVICES TO 330 CHILDCARE PROGRAMS 4.IMPLEMENTED SECOND CHILD CARE RESOURCE AND REFERRAL CONTRACT FOR ENHANCING BUSINESS PRACTICE TRAINING FOR CHILDCARE PROVIDERS 5.CONTINUED CONTRACT WITH SC PROGRAM FOR INFANT TODDLER CARE AND PROVIDED SERVICES TO VARIOUS CENTERS 6.OFFERED SPANISH TRANSLATIONS FOR ALL DIGITAL RESOURCES7.EXPANDED THE NUMBER OF COUNTIES SERVED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6IN ADDITION TO CONTRIBUTIONS AND GRANTS REVENUE RECOGNIZED, THE ORGANIZATION RECEIVED, AS FISCAL AGENT FOR GREENVILLE FIRST STEPS (GFS), $138,000 WHICH WAS DISBURSED BY THE ORGANIZATION TO 46 CHILDCARE PROVIDERS, AS DIRECTED BY GFS, FOR TRAINING COMPLETION STIPENDS; THIS AMOUNT IS NOT RECORDED AS REVENUE OR RELATED EXPENSES BY THE ORGANIZATION.GFS PROVIDED OFFICE SPACE TO THE ORGANIZATION AT NO CHARGE, WITH A MARKET VALUE OF $7,800 FOR THE FISCAL YEAR ENDED JUNE 30, 2021. IN-KIND RENT REVENUES AND EXPENSES ARE NOT RECORDED BY THE ORGANIZATION.
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/FormAndLineReferenceDesc5Part III response or note to any other line in Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part VIII response or note to any line in Part VIII
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