Civic Intelligence

The Finance Lab

990EZ • Fiscal year 2021 • EIN 82-5305120

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

Organization ProfileN/A
128 Berry Creek DrFolsom, CA 95630

(949) 528-5653

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

91st percentile

132%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

62nd percentile

20%

Faster revenue growth than 62% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$10,140

Up $5,774 (+132%) from 2020

Net Assets

Up

$10,140

Up $5,774 (+132%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin98th percentile

Revenue

Up

$6,000

Up $1,006 (+20%) from 2020

Expenses

Down

$226

Down $2,286 (-91%) from 2020

Net Income

Up

$5,774

Up $3,292 (+133%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$15K$10K$5.0K$0Assets 2018: $2,831Liabilities 2018: $02018Assets 2019: $1,884Liabilities 2019: $0Net Assets 2019: $1,8842019Assets 2020: $4,366Liabilities 2020: $0Net Assets 2020: $4,3662020Assets 2021: $10,140Liabilities 2021: $0Net Assets 2021: $10,1402021Assets 2022: $11,074Liabilities 2022: $0Net Assets 2022: $11,0742022Assets 2023: $11,053Liabilities 2023: $0Net Assets 2023: $11,0532023Assets 2024: $10,428Net Assets 2024: $10,4282024

Highlighted filing

2021

Assets$10,140
Liabilities$0
Net Assets$10,140
Open 2021 Filing

Operations Trend

Revenue Growth62nd percentile

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

$10K$5.0K$0-$5.0KRevenue 2018: $8,400Expenses 2018: $5,569Net Income 2018: $2,8312018Revenue 2019: $3,369Expenses 2019: $4,316Net Income 2019: -$9472019Revenue 2020: $4,994Expenses 2020: $2,512Net Income 2020: $2,4822020Revenue 2021: $6,000Expenses 2021: $226Net Income 2021: $5,7742021Revenue 2022: $1,005Expenses 2022: $71Net Income 2022: $9342022Revenue 2023: $11Expenses 2023: $32Net Income 2023: -$212023Revenue 2024: $0Expenses 2024: $625Net Income 2024: -$6252024

Highlighted filing

2021

Revenue$6,000
Expenses$226
Net Income$5,774
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.0
Gross Receipts
$6,000
Mission and Program Overview

Mission

The finance lab empowers students from economically disadvantaged communities with a personalized, hands-on financial literacy experience while coaching them throughout the process.

Program Services

DescriptionGrantsExpenses
IN 2021 NO STUDENT'S PARTICIPATED IN THE FINANCIAL LITERACY PROGRAM.$226-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TYLER HENSLEYExecutive DirectorPT$0--
ALISSA FONGSecretaryPT$0--
PETER CALLAGHANTreasurerPT$0--
ROBERTO DURANDirectorPT$0--
SARAH AHMEDDirectorPT$0--
MICHELLE PLEDGERDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Finance Lab
EIN
82-5305120
Address
128 BERRY CREEK DR, FOLSOM, CA 95630

Signing Officer

Name
Tyler Hensley
Title
President
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Haynie & Company CPAs
Address
4910 Campus Drive, Newport Beach, CA 92660
Preparer
Jeff Mcnerney
Phone
9497241880
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Scholarship stipends $200”

Other Expenses.2

“WEBSITE $26”

Raw XML Appendix151 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TYLER HENSLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09495285653
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0128 BERRY CREEK DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOLSOM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095630
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04366
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010140
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05774
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04366
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010140
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt06000
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04366
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010140
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04366
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TYLER HENSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALISSA FONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETER CALLAGHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERTO DURAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH AHMED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELLE PLEDGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0226
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FINANCE LAB EMPOWERS STUDENTS FROM ECONOMICALLY DISADVANTAGED COMMUNITIES WITH A PERSONALIZED, HANDS-ON FINANCIAL LITERACY EXPERIENCE WHILE COACHING THEM THROUGHOUT THE PROCESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN 2021 NO STUDENT'S PARTICIPATED IN THE FINANCIAL LITERACY PROGRAM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0226
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0226
IRS990EZ/TotalProgramServiceExpensesAmt0226
IRS990EZ/TotalRevenueAmt06000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04994
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03369
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022763
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt022763
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04994
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03369
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt08400
IRS990ScheduleA/Total509Grp/TotalAmt022763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04994
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03369
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt08400
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt022763
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP STIPENDS $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WEBSITE $26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TYLER HENSLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FINANCE LAB
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0825305120
ReturnHeader/Filer/USAddress/AddressLine1Txt0128 BERRY CREEK DR
ReturnHeader/Filer/USAddress/CityNm0FOLSOM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095630
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330541034
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Haynie & Company CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04910 Campus Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09497241880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF MCNERNEY
ReturnHeader/ReturnTs02022-05-16T09:29:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TYLER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HENSLEY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,140
Liabilities
$0
Net assets
$10,140
Revenue
$6,000
Expenses
$226
Net income
$5,774
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$10.4$0.00$0.63$0.63
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.00$11.1$0.01$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$1.01$0.07$0.93
2021Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$6.00$0.23$5.77
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$0.00$4.37$4.99$2.51$2.48
2019Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$3.37$4.32$0.95
2018Summary only. Only limited summary data is available for this year.$2.83$0.00$8.40$5.57$2.83