Civic Intelligence

James Inc.

990EZ • Fiscal year 2022 • EIN 83-0493949

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 13, 2023

PO Box 194Owasso, OK 74055

(918) 402-3547

Siviq Scores

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

Liabilities / Assets

68th percentile

0.01x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

68th percentile

0.01x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

77th percentile

28%

Higher net margin than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

82nd percentile

43%

Faster asset growth than 82% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

41st percentile

0.1%

Faster revenue growth than 41% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$115,327

Up $34,710 (+43%) from 2021

Net Assets

Up

$113,617

Up $35,022 (+45%) from 2021

Liabilities

Down

$1,710

Down $312 (-15%) from 2021

Revenue

Up

$127,075

Up $125 (+0.1%) from 2021

Expenses

Up

$92,053

Up $12,375 (+16%) from 2021

Net Income

Down

$35,022

Down $12,250 (-26%) from 2021

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2016: $11,531Liabilities 2016: $02016Assets 2017: $23,562Liabilities 2017: $4982017Assets 2018: $23,664Liabilities 2018: $02018Assets 2019: $32,715Liabilities 2019: $02019Assets 2021: $80,617Liabilities 2021: $2,022Net Assets 2021: $78,5952021Assets 2022: $115,327Liabilities 2022: $1,710Net Assets 2022: $113,6172022Assets 2023: $109,056Liabilities 2023: $1,158Net Assets 2023: $107,8982023Assets 2024: $176,109Liabilities 2024: $0Net Assets 2024: $176,1092024

Highlighted filing

2022

Assets$115,327
Liabilities$1,710
Net Assets$113,617

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2016: $62,963Expenses 2016: $51,432Net Income 2016: $11,5312016Revenue 2017: $76,581Expenses 2017: $73,117Net Income 2017: $3,4642017Revenue 2018: $74,471Expenses 2018: $74,400Net Income 2018: $712018Revenue 2019: $66,558Expenses 2019: $63,107Net Income 2019: $3,4512019Revenue 2021: $126,950Expenses 2021: $79,678Net Income 2021: $47,2722021Revenue 2022: $127,075Expenses 2022: $92,053Net Income 2022: $35,0222022Revenue 2023: $195,554Expenses 2023: $201,273Net Income 2023: -$5,7192023Revenue 2024: $248,764Expenses 2024: $181,710Net Income 2024: $67,0542024

Highlighted filing

2022

Revenue$127,075
Expenses$92,053
Net Income$35,022
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 13, 2023
Return Version
2022v4.1
Gross Receipts
$127,075
Mission and Program Overview

Mission

See Attachment 1

Program Services

DescriptionGrantsExpenses
The Parent Academy program administers life coaching training, scholarship programs and case management activities for clients. 154 participants$3,750$41,005
The Young Parent Advisory board allows our clients to provide input into strategic planning and leadership development of our programs. Board of 5-10 members-$4,904
The Kith Care program provides child care for clients which allows them to work and/or go to school. 1-2 participants-$1,617
Other program services-$1,537
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alisa BellExecutive DirectorFT$0--
Shameeka WyattPresident-$0--
Howard BerksonBoard Member-$0--
Marie WilliamsPresident Elect-$0--
Lisa MiltonTreasurer-$0--
Sherry JacksonSecretary-$0--
Runako WhittakerBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
JAMES Inc
EIN
83-0493949
Address
PO Box 194, Owasso, OK 74055

Signing Officer

Name
Alisa Bell
Title
Executive Direc
Phone
9184023547
Signed
2023-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Charles S Monroe CPA PC
Address
5321 S Sheridan Rd Suite 29, Tulsa, OK 74145
Preparer
Charles S Monroe CPA
Phone
9182702857
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountNoncash Contributions 2,500

Description of other expenses Part I line 16

Description AmountAdvertising 175Supplies 2,639Insurance 2,172Automotive and Transportation 2,718Bank Service Charges 90Business Gifts 62Office Expense 380Scholarship 465Social Media and Marketing 5,605Taxes 19Training 619Website 993Depreciation 292Miscellaneous 297Meals 1,843Dues and Subscriptions 966Fund Raising 2,020Podcast 1,250Google G Suite 1,793Telecommunications 3,435

Description of other assets Part II line 24

Category Beginning of Year End of YearQuik Trips Gifts Cards 0 2,500

Description of total liabilities Part II line 26

Category Beginning of Year End of YearPayroll Liabilities 2,022 1,710

Other program services Part III line 31

Awareness Campaign $1,227Scholarship $ 310

Raw XML Appendix183 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marie Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lisa Milton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sherry Jackson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Runako Whittaker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02500
IRS990EZ/OtherExpensesTotalAmt027833
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0124575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0126950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt069373
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt054219
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountNoncash Contributions 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdvertising 175Supplies 2,639Insurance 2,172Automotive and Transportation 2,718Bank Service Charges 90Business Gifts 62Office Expense 380Scholarship 465Social Media and Marketing 5,605Taxes 19Training 619Website 993Depreciation 292Miscellaneous 297Meals 1,843Dues and Subscriptions 966Fund Raising 2,020Podcast 1,250Google G Suite 1,793Telecommunications 3,435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearQuik Trips Gifts Cards 0 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearPayroll Liabilities 2,022 1,710
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Awareness Campaign $1,227Scholarship $ 310
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other program services Part III line 31
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Alisa Bell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/PhoneNum09184023547
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES Inc
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0830493949
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 194
ReturnHeader/Filer/USAddress/CityNm0Owasso
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074055
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264454495
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Charles S Monroe CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05321 S Sheridan Rd Suite 29
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074145
ReturnHeader/PreparerPersonGrp/PhoneNum09182702857
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles S Monroe CPA
ReturnHeader/ReturnTs02023-02-14T19:57:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Alisa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bell
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings