Civic Intelligence

Transformations by Cleveland Angels

990 • Fiscal year 2021 • EIN 84-4468090

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

25935 Detroit Rd Pmb 220Westlake, OH 44145

(440) 476-0384

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

70th percentile

25%

Higher net margin than 70% of similar nonprofits.

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

Top Officer Pay

93rd percentile

$53,625

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

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

Asset Growth

88th percentile

92%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

87th percentile

113%

Faster revenue growth than 87% of similar nonprofits.

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

Assets

Up

$156,322

Up $74,931 (+92%) from 2020

Net Assets

Up

$156,322

Up $83,013 (+113%) from 2020

Liabilities

Down

$0

Down $8,082 (-100%) from 2020

Revenue

Up

$278,333

Up $147,830 (+113%) from 2020

Expenses

Up

$209,117

Up $119,761 (+134%) from 2020

Net Income

Up

$69,216

Up $28,069 (+68%) 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 2020: $81,391Liabilities 2020: $8,082Net Assets 2020: $73,3092020Assets 2021: $156,322Liabilities 2021: $0Net Assets 2021: $156,3222021Assets 2022: $187,657Liabilities 2022: $283Net Assets 2022: $187,3742022Assets 2023: $163,931Liabilities 2023: $612Net Assets 2023: $163,3192023Assets 2024: $166,977Liabilities 2024: $1,008Net Assets 2024: $165,9692024

Highlighted filing

2021

Assets$156,322
Liabilities$0
Net Assets$156,322

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2020: $130,503Expenses 2020: $89,356Net Income 2020: $41,1472020Revenue 2021: $278,333Expenses 2021: $209,117Net Income 2021: $69,2162021Revenue 2022: $347,334Expenses 2022: $316,282Net Income 2022: $31,0522022Revenue 2023: $408,655Expenses 2023: $431,451Net Income 2023: -$22,7962023Revenue 2024: $452,795Expenses 2024: $450,128Net Income 2024: $2,6672024

Highlighted filing

2021

Revenue$278,333
Expenses$209,117
Net Income$69,216
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.0
Gross Receipts
$296,969
Mission and Program Overview

Mission

To walk alongside children, youth, and families in the foster care community by offering consistent support through intentional giving, relationship building, and mentorship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$72,309$155,322▲ $83,013
Cash and Non-Interest-Bearing Accounts$81,391$155,023▲ $73,632
Investments in Publicly Traded Securities-$1,299-
Cap Stk Tr Prin Current Funds$1,000$1,000→ $0
Total Assets$81,391$156,322▲ $74,931
Liabilities
Other Liabilities$8,082--
Total Liabilities$8,082$0▼ $8,082
Net Assets / Fund Balance
Total Net Assets Fund Balance$73,309$156,322▲ $83,013
Total Liabilities and Net Assets / Fund Balance$81,391$156,322▲ $74,931
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Gretchen DuppsExecutive DiFT$53,625$53,625

Board Members and Trustees

NameTitle
Christy RutkowskiPresident
Carloyn EmerineBoard Member
Jenny HartzellBoard Member
Joe MasiBoard Member
Kathleen KmiecikBoard Member
Kip ErskineBoard Member
Russ BackusBoard Member
Kelsey PorterSecretary
Mike RogersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$195,123
Program Service Revenue
$250
Investment Income
$136
Other Revenue
$82,824
All Other Contributions
$195,123
Change in Net Assets
$69,216

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$34,111Fair Market Value (FMV) Donated Goods
Securities Miscellaneous1$1,625-
Other Non Cash Contri Table1$300Fair Market Value (FMV) Donated Services
Total Noncash Contributions3$36,036-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$140,858
Other Expenses$68,259
Total Fundraising Expense$13,777
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$45,314$2,902$6,541$54,757
Current Officers, Directors, Trustees, and Key Employees$42,900$5,363$5,362$53,625
Payroll Taxes$30,209$924$1,343$32,476
Conferences and Meetings$7,812$335-$8,147
Office Expenses$5,355$674$204$6,233
Fees for Services Other$4,681$922$327$5,930
Advertising$4,714$677-$5,391
Insurance$2,189$422-$2,611
Fees for Services Accounting$1,097$274-$1,371
Occupancy$480$120-$600
Fees for Services Legal$280$70-$350
Other Expenses$2,634$216-$216
Interest$6$1-$7
Total Functional Expenses$181,782$13,558$13,777$209,117
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$100,387
Fundraising Direct Expenses$18,099
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Giveathon$78,015$78,015$12,105$65,910
Top Golf Fundra$22,372$22,372$5,994$16,378
Total Events$100,387$100,387$18,099$82,288
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
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

Interested parties are asked to submit a resume and letter of interest. They are then interviewed by the board president and executive director. The board president then presents the candidates to the current board along with the resume and letter of interest and makes a recommendation to vote on whether to invite the board member to join the board or not.

Form 990, Page 6, Part VI, Line 7B

The board approves the budget and strategic plan as well as new board members. Adjustments in the budget greater than 10% of the budget must come back to the board for approval.

Form 990, Page 6, Part VI, Line 11B

The regional chapter shall provide copies of such filings to the board of directors at least ten (10) business days prior to submission of such filing, and shall amend or correct any such filing as directed or instructed by the board of directors within the confines of applicable law. Copies of filings are submitted to austin angels for review prior to filing.

Form 990, Page 6, Part VI, Line 12C

A. An interested person may make a presentation at the board meeting, but after the presentation, he/she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest. B. The board shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. C. After exercising due diligence, the board shall determine whether national angels and the regional chapter can obtain, with reasonable efforts, a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. D. If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the governing board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the national angels and the regional chapters best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination, it shall make its decision as to whether to enter into the transaction or arrangement.

Form 990, Page 6, Part VI, Line 15A

The board of directors determines executive director salary. The board of directors researches comparable salary data and then deliberates to come to a decision of the executive director salary for the coming year.

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Transformations by Austin Angels
EIN
84-4468090
Phone
4404760384
Address
25935 DETROIT RD PMB 220, WESTLAKE, OH 44145

Signing Officer

Name
Gretchen Dupps
Title
Executive Director
Phone
4404760384
Signed
2022-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gretchen Dupps
Formed
2020
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
8
Volunteers
152

Preparer

Firm
Neitzel Luke & Salopek Inc
Address
25000 CENTER RIDGE RD STE 8, WESTLAKE, OH 44145
Preparer
Michael T Salopek CPA
Phone
4408351040
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

To walk alongside children, youth, and families in the foster care community by offering consistent support through intentional giving, relationship building, and mentorship.

Form 990, Part XI, Line 9

Ppp loan forgiveness 4,082 equity adjustment 6,297 ppp loan payback 3,418 total 13,797

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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0250
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TO WALK ALONGSIDE CHILDREN, YOUTH, AND FAMILIES IN THE FOSTER CARE COMMUNITY BY OFFERING CONSISTENT SUPPORT THROUGH INTENTIONAL GIVING, RELATIONSHIP BUILDING, AND MENTORSHIP.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0181782
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYTotalRevenueAmt0134785
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IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt069216
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0195123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt089886
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0285009
IRS990ScheduleA/TotalSupportAmt0285009
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1PROF SERVICES
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV DONATED GOODS
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1FMV DONATED SERVICES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO WALK ALONGSIDE CHILDREN, YOUTH, AND FAMILIES IN THE FOSTER CARE COMMUNITY BY OFFERING CONSISTENT SUPPORT THROUGH INTENTIONAL GIVING, RELATIONSHIP BUILDING, AND MENTORSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTERESTED PARTIES ARE ASKED TO SUBMIT A RESUME AND LETTER OF INTEREST. THEY ARE THEN INTERVIEWED BY THE BOARD PRESIDENT AND EXECUTIVE DIRECTOR. THE BOARD PRESIDENT THEN PRESENTS THE CANDIDATES TO THE CURRENT BOARD ALONG WITH THE RESUME AND LETTER OF INTEREST AND MAKES A RECOMMENDATION TO VOTE ON WHETHER TO INVITE THE BOARD MEMBER TO JOIN THE BOARD OR NOT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD APPROVES THE BUDGET AND STRATEGIC PLAN AS WELL AS NEW BOARD MEMBERS. ADJUSTMENTS IN THE BUDGET GREATER THAN 10% OF THE BUDGET MUST COME BACK TO THE BOARD FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE REGIONAL CHAPTER SHALL PROVIDE COPIES OF SUCH FILINGS TO THE BOARD OF DIRECTORS AT LEAST TEN (10) BUSINESS DAYS PRIOR TO SUBMISSION OF SUCH FILING, AND SHALL AMEND OR CORRECT ANY SUCH FILING AS DIRECTED OR INSTRUCTED BY THE BOARD OF DIRECTORS WITHIN THE CONFINES OF APPLICABLE LAW. COPIES OF FILINGS ARE SUBMITTED TO AUSTIN ANGELS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE BOARD SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE BOARD SHALL DETERMINE WHETHER NATIONAL ANGELS AND THE REGIONAL CHAPTER CAN OBTAIN, WITH REASONABLE EFFORTS, A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE NATIONAL ANGELS AND THE REGIONAL CHAPTERS BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS DETERMINES EXECUTIVE DIRECTOR SALARY. THE BOARD OF DIRECTORS RESEARCHES COMPARABLE SALARY DATA AND THEN DELIBERATES TO COME TO A DECISION OF THE EXECUTIVE DIRECTOR SALARY FOR THE COMING YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PPP LOAN FORGIVENESS 4,082 EQUITY ADJUSTMENT 6,297 PPP LOAN PAYBACK 3,418 TOTAL 13,797
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0195123
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt013777
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013558
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0181782
IRS990/TotalFunctionalExpensesGrp/TotalAmt0209117
IRS990/TotalGrossUBIAmt00
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IRS990/TotalOtherProgSrvcExpenseAmt0181782
IRS990/TotalOtherProgSrvcRevenueAmt034462
IRS990/TotalProgramServiceExpensesAmt0181782
IRS990/TotalProgramServiceRevenueAmt0250
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IRS990/TotalRevenueGrp/ExclusionAmt0136
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0278333
IRS990/TotalVolunteersCnt0152
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt025935 DETROIT ROAD PMB 220
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IRS990/USAddress/StateAbbreviationCd0OH
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IRS990/WebsiteAddressTxt0HTTPS://WWW.CLEANGELS.ORG/
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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