Civic Intelligence

Unlocked Inc.

990EZ • Fiscal year 2023 • EIN 83-4249726

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 31, 2024

Organization ProfileN/A
4912 Crooked Oak LaneCharlotte, NC 28226

(704) 223-0417

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2023 filings • NTEE P • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • NTEE P • <$500k nonprofits • Source year 2023

Net Margin

84th percentile

51%

Higher net margin than 84% of similar nonprofits.

2023 filings • NTEE P • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2023 filings • NTEE P • <$500k nonprofits • Source year 2023

Asset Growth

85th percentile

69%

Faster asset growth than 85% of similar nonprofits.

2023 filings • NTEE P • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-21%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • NTEE P • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$210,308

Up $85,822 (+69%) from 2022

Net Assets

Up

$210,308

Up $89,618 (+74%) from 2022

Liabilities

Down

$0

Down $3,796 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin84th percentile

Revenue

Down

$113,717

Down $29,907 (-21%) from 2022

Expenses

Up

$55,723

Up $32,789 (+143%) from 2022

Net Income

Down

$57,994

Down $62,696 (-52%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$300K$200K$100K$0Assets 2022: $124,486Liabilities 2022: $3,796Net Assets 2022: $120,6902022Assets 2023: $210,308Liabilities 2023: $0Net Assets 2023: $210,3082023Assets 2024: $261,534Net Assets 2024: $261,5342024

Highlighted filing

2023

Assets$210,308
Liabilities$0
Net Assets$210,308
Open 2023 Filing

Operations Trend

Revenue Growth27th percentile

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

$150K$100K$50K$0Revenue 2022: $143,624Expenses 2022: $22,934Net Income 2022: $120,6902022Revenue 2023: $113,717Expenses 2023: $55,723Net Income 2023: $57,9942023Revenue 2024: $119,396Expenses 2024: $113,604Net Income 2024: $5,7922024

Highlighted filing

2023

Revenue$113,717
Expenses$55,723
Net Income$57,994
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 31, 2024
Return Version
2023v5.1
Gross Receipts
$140,657
Mission and Program Overview

Mission

Our purpose is to improve the quality of life and maximize the potential of children with disabilities in and around Charlotte, NC. Our mission is to ease the financial burden of families raising children with disabilities by funding adaptive or medical equipment necessary to increase their mobility, gain independence, and promote physical, social, and emotional development.

Program Services

DescriptionGrantsExpenses
Dink for Disabilitites Pickleball Tournament-$15,200
Handbag Bingo-$11,800
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Haley JonasPresidentPT$0--
Chris JonasSecretaryPT$0--
Carolyn MathewsTreasurer-$0--
Jillian SuaveBoard Member-$0--
Lisa DickisonBoard Member-$0--
Russ TaylorBoard Member-$0--
John SeymourBoard Member-$0--
Jen DiciccoBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pickleball$66,464$45,545$26,940$18,605
Total Events$66,464$45,545$26,940$18,605
Filing and Contact Details

Filer

Filer Name
Unlocked Inc
EIN
83-4249726
Address
4912 Crooked Oak Lane, Charlotte, NC 28226

Signing Officer

Name
Chris Jonas
Title
Secretary
Signed
2024-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Other Revenue $8402”

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Cash Amount Given: $47902”

Other Expenses.1001

“Advertising and Promotion $3525”

Other Expenses.1002

“Office Expenses $1377”

Other Expenses.1012

“Insurance $1095”

Other Expenses.1

“Other Expenses $369”

Raw XML Appendix175 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0James Jonas
IRS990EZ/BooksInCareOfDetail/PhoneNum07042230417
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04912 Crooked Oak Ln
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028226
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0124486
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0210308
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt086704
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt057994
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01378
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0124486
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0210308
IRS990EZ/FundraisingGrossIncomeAmt045545
IRS990EZ/GrantsAndSimilarAmountsPaidAmt047902
IRS990EZ/GrossReceiptsAmt0140657
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0124486
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0210308
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0124486
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0210308
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Haley Jonas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Chris Jonas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carolyn Mathews
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jillian Suave
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lisa Dickison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Russ Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6John Seymour
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jen Dicicco
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt027828
IRS990EZ/OtherExpensesTotalAmt06366
IRS990EZ/OtherRevenueTotalAmt08402
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Our purpose is to improve the quality of life and maximize the potential of children with disabilities in and around Charlotte, NC. Our mission is to ease the financial burden of families raising children with disabilities by funding adaptive or medical equipment necessary to increase their mobility, gain independence, and promote physical, social, and emotional development.
IRS990EZ/PrintingPublicationsPostageAmt077
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Handbag Bingo
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Dink for Disabilitites Pickleball Tournament
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt115200
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026940
IRS990EZ/SpecialEventsNetIncomeLossAmt018605
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt055723
IRS990EZ/TotalProgramServiceExpensesAmt027000
IRS990EZ/TotalRevenueAmt0113717
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0132249
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0126426
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0258675
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0258675
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0132249
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0126426
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0258675
IRS990ScheduleA/TotalSupportAmt0258675
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt020919
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt020919
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026940
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Pickleball
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt066464
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066464
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045545
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045545
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018605
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026940
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026940
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Revenue $8402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Cash Amount Given: $47902
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $3525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $1377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $1095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other Expenses $369
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chris Jonas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Unlocked Inc
ReturnHeader/Filer/BusinessNameControlTxt0UNLO
ReturnHeader/Filer/EIN0834249726
ReturnHeader/Filer/USAddress/AddressLine1Txt04912 Crooked Oak Lane
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028226
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561688300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foard and Company PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01347 Harding Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028204
ReturnHeader/PreparerPersonGrp/PhoneNum07043721515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry W Lancaster
ReturnHeader/ReturnTs02024-10-31T10:56:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$210,308
Liabilities
$0
Net assets
$210,308
Revenue
$113,717
Expenses
$55,723
Net income
$57,994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.62$2.62$1.19$1.14$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$1.14$0.56$0.58
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.04$1.21$1.44$0.23$1.21