Civic Intelligence

Impact Philanthropy Group

990 • Fiscal year 2023 • EIN 82-4614872

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 22, 2024

12850 Hwy 9 N Ste 600-378Alpharetta, GA 30004

(323) 424-0423

Siviq Scores

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

Liabilities / Assets

95th percentile

1.12x

Higher debt load relative to assets than 95% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

85th percentile

0.75x

Higher debt load relative to revenue than 85% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

26th percentile

-7.8%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

81st percentile

$141,100

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

12th percentile

-12%

Faster asset growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

48th percentile

5.7%

Faster revenue growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$2,254,325

Down $302,691 (-12%) from 2022

Net Assets

Down

-$266,252

Down $2,700,768 (-111%) from 2022

Liabilities

Up

$2,520,577

Up $2,398,077 (+1958%) from 2022

Revenue

Up

$3,343,590

Up $180,136 (+5.7%) from 2022

Expenses

Up

$3,603,539

Up $940,383 (+35%) from 2022

Net Income

Down

-$259,949

Down $760,247 (-152%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2018: $417,228Liabilities 2018: $0Net Assets 2018: $417,2282018Assets 2019: $1,492,475Liabilities 2019: $277,165Net Assets 2019: $1,215,3102019Assets 2020: $2,379,595Liabilities 2020: $434,176Net Assets 2020: $1,945,4192020Assets 2021: $2,008,025Liabilities 2021: $270,000Net Assets 2021: $1,738,0252021Assets 2022: $2,557,016Liabilities 2022: $122,500Net Assets 2022: $2,434,5162022Assets 2023: $2,254,325Liabilities 2023: $2,520,577Net Assets 2023: -$266,2522023Assets 2024: $1,596,121Liabilities 2024: $272,155Net Assets 2024: $1,323,9662024

Highlighted filing

2023

Assets$2,254,325
Liabilities$2,520,577
Net Assets-$266,252

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2018: $820,857Expenses 2018: $403,629Net Income 2018: $417,2282018Revenue 2019: $1,705,673Expenses 2019: $907,591Net Income 2019: $798,0822019Revenue 2020: $2,469,081Expenses 2020: $2,126,496Net Income 2020: $342,5852020Revenue 2021: $2,452,275Expenses 2021: $2,022,744Net Income 2021: $429,5312021Revenue 2022: $3,163,454Expenses 2022: $2,663,156Net Income 2022: $500,2982022Revenue 2023: $3,343,590Expenses 2023: $3,603,539Net Income 2023: -$259,9492023Revenue 2024: $2,482,609Expenses 2024: $3,820,532Net Income 2024: -$1,337,9232024

Highlighted filing

2023

Revenue$3,343,590
Expenses$3,603,539
Net Income-$259,949
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 22, 2024
Return Version
2023v5.1
Gross Receipts
$3,343,590
Mission and Program Overview

Mission

Our nbsp;mission nbsp;is nbsp;to nbsp;make nbsp;a nbsp;measurable nbsp;difference nbsp;in nbsp;the nbsp;world nbsp;through nbsp;projects nbsp;focused nbsp;on nbsp;education nbsp;health nbsp;medical nbsp;research nbsp;and nbsp;charitable nbsp;community nbsp;activities

Our mission is to make a measureable difference in the world through projects focused on education, health, medical research, and charitable community activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,398,452$2,113,291▼ $285,161
Investments in Publicly Traded Securities$68,450$140,840▲ $72,390
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,466,902$2,254,325▼ $212,577
Other Assets Total-$194-
Liabilities
Other Liabilities-$2,248,495-
Deferred Revenue$270,000$272,082▲ $2,082
Total Liabilities$270,000$2,520,577▲ $2,250,577
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,000,382$1,110,852▼ $4,889,530
Net Assets With Donor Restrictions$-3,803,480$-1,377,104▲ $2,426,376
Total Net Assets Fund Balance$2,196,902$-266,252▼ $2,463,154
Total Liabilities and Net Assets / Fund Balance$2,466,902$2,254,325▼ $212,577
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Charisse BrownerPresidentFT$141,100$141,100
Clark SimonSecretary/int. TreasurerFT$102,574$102,574

Board Members and Trustees

NameTitle
Emily BernhardDirector
Jocelyn SmootsDirector
Lydia CarmanyDirector
Michael McginnisDirector
Tamara BibbyDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Charisse BrownerConsulting12850 HWY 9 N STE 600-378, Alpharetta, GA 30004$144,475
Jess ThacherConsulting12850 HWY 9 N STE 600-378, Alpharetta, GA 30004$140,000
Damian JohnsonConsulting12850 HWY 9 N Ste 600, Alpharetta, GA 30004$125,973
Mark YoungConsulting12850 HWY 9 N Ste 600-378, Alpharetta, GA 30004$123,204
Sv Consulting LLCConsulting12850 HWY 9 N STE 600-378, Alpharetta, GA 30004$102,754
Revenue and Support

Revenue Composition

Contributions and Grants
$3,343,012
Program Service Revenue
$0
Investment Income
$578
Other Revenue
$0
All Other Contributions
$3,343,012
Change in Net Assets
$-259,949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,471,579
Grants and Similar Amounts Paid$801,418
Salaries, Compensation, and Employee Benefits$330,542
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$801,418--$801,418
Current Officers, Directors, Trustees, and Key Employees-$243,674-$243,674
Travel$119,378--$119,378
Other Expenses$101,277$895,982-$101,277
Payroll Taxes-$86,868-$86,868
Advertising$75,576--$75,576
Fees for Services Other$53,603--$53,603
All Other Expenses-$29,935-$29,935
Office Expenses$13,645--$13,645
Fees for Services Accounting$13,127--$13,127
Fees for Services Legal$13,127--$13,127
Insurance$9,472--$9,472
Total Functional Expenses$2,347,080$1,256,459$0$3,603,539
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
Audit committee
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 11B

President provides copies of 990 to members prior to filing, upon request.

Part VI, Section B, Line 12C

Conflict of interest policy is written, shared, and discussed quarterly.

Part VI, Section B, Line 15A

Independent consultant was tasked with analyzing marketplace pay, presenting to board. The board voted on compenation plan. Analysis and voting minutes were documented.

Part VII, Line 1A(B)

Focuses on the core functions of the organization to enable it to achieve its long term vision. Area of focus include strategy, finance, board management, fundraising, and program delivery.

Part VII, Line 1A(B)

Arranges conference calls, schedules meetings, compiles data, preparing board reports.

Filing and Contact Details

Filer

Filer Name
Impact Philanthropy Group
EIN
82-4614872
Phone
3234240423
Address
12850 HWY 9 N STE 600-378, ALPHARETTA, GA 30004

Signing Officer

Name
Charisse Browner
Title
CEO
Phone
3234240423
Signed
2024-07-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charisse Browner
Formed
2018
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
20

Preparer

Firm
Meridian Financial Management Inc
Address
3383 CRICKET GLEN COVE, BARTLETT, TN 38134
Preparer
Aundrei J Jenious
Phone
9013614771
Supplemental Narrative

Additional Explanations

Part V, Line 3B

There was no quotnone related business incomequot above usd 1,000

Part IX, Line 11G

Dues and subscriptions....4689.15 bank charges and fees....5895.25 shopify merchant fees....1228 parking and tolls....152 meals and entertainment...7279.57 misc. Expenditures...757.07 repairs and maintenance...165 gifts....1652.37 program expense....38334.09

Part IX, Line 24E

Reimbursable expenses...15952.73 telephone and communications....967.15 postage and shipping....1629.07 computer, software and hardware....1111.22 insurance, property....3503 staff development....450.01 therapy supplies....6221.76

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IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHARISSE BROWNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0HOUSE OF HOPE
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0478477
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0116031
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0116031
IRS990/ProgSrvcAccomActy3Grp/Desc0IMCS NETWORK
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0873473
IRS990/ProgSrvcAccomActy3Grp/GrantAmt01025402
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01062297
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYContributionsGrantsAmt01890845
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0798433
IRS990/PYOtherExpensesAmt01061612
IRS990/PYOtherRevenueAmt01193995
IRS990/PYProgramServiceRevenueAmt076773
IRS990/PYRevenuesLessExpensesAmt0455592
IRS990/PYSalariesCompEmpBnftPaidAmt0845976
IRS990/PYTotalExpensesAmt02706021
IRS990/PYTotalRevenueAmt03161613
IRS990/QuidProQuoContributionsInd00
IRS990/QuidProQuoContriDisclInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-259949
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01048835
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt03002089
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0845923
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt03848012
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01795203
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01841624
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01339645
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01716609
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0845923
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07539004
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01547808
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01319709
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0895317
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01279887
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05042721
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.69420
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt08733713
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt03002089
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0845923
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt03848012
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03343011
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03161333
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02234962
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02996496
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0845923
IRS990ScheduleA/Total509Grp/TotalAmt012581725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03343011
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03161333
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02234962
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02996496
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0845923
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt012581725
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
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE WAS NO QUOTNONE RELATED BUSINESS INCOMEQUOT ABOVE USD 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRESIDENT PROVIDES COPIES OF 990 TO MEMBERS PRIOR TO FILING, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST POLICY IS WRITTEN, SHARED, AND DISCUSSED QUARTERLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INDEPENDENT CONSULTANT WAS TASKED WITH ANALYZING MARKETPLACE PAY, PRESENTING TO BOARD. THE BOARD VOTED ON COMPENATION PLAN. ANALYSIS AND VOTING MINUTES WERE DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FOCUSES ON THE CORE FUNCTIONS OF THE ORGANIZATION TO ENABLE IT TO ACHIEVE ITS LONG TERM VISION. AREA OF FOCUS INCLUDE STRATEGY, FINANCE, BOARD MANAGEMENT, FUNDRAISING, AND PROGRAM DELIVERY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ARRANGES CONFERENCE CALLS, SCHEDULES MEETINGS, COMPILES DATA, PREPARING BOARD REPORTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUES AND SUBSCRIPTIONS....4689.15 BANK CHARGES AND FEES....5895.25 SHOPIFY MERCHANT FEES....1228 PARKING AND TOLLS....152 MEALS AND ENTERTAINMENT...7279.57 MISC. EXPENDITURES...757.07 REPAIRS AND MAINTENANCE...165 GIFTS....1652.37 PROGRAM EXPENSE....38334.09
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7REIMBURSABLE EXPENSES...15952.73 TELEPHONE AND COMMUNICATIONS....967.15 POSTAGE AND SHIPPING....1629.07 COMPUTER, SOFTWARE AND HARDWARE....1111.22 INSURANCE, PROPERTY....3503 STAFF DEVELOPMENT....450.01 THERAPY SUPPLIES....6221.76
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 3B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, LINE 1A(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VII, LINE 1A(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02466902
IRS990/TotalAssetsEOYAmt02254325
IRS990/TotalAssetsGrp/BOYAmt02466902
IRS990/TotalAssetsGrp/EOYAmt02254325
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03343012
IRS990/TotalEmployeeCnt020
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01256459
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02347080
IRS990/TotalFunctionalExpensesGrp/TotalAmt03603539
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0270000
IRS990/TotalLiabilitiesEOYAmt02520577
IRS990/TotalLiabilitiesGrp/BOYAmt0270000
IRS990/TotalLiabilitiesGrp/EOYAmt02520577
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02196902
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-266252
IRS990/TotalProgramServiceExpensesAmt01795887
IRS990/TotalReportableCompFromOrgAmt0243674
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03343590
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02466902
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02254325
IRS990/TransactionWithControlEntInd00
IRS990/TravelGrp/ProgramServicesAmt0119378
IRS990/TravelGrp/TotalAmt0119378
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X

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