Civic Intelligence

Pen & Shield Project Ltd.

EIN 85-1166775 • 501(c)3 • Cary, NC

Pub. 78 Eligible990-N CoverageNTEE R20

Profile

Investigative journalism and civic education

3434-135 Kildaire Farm Rd Un 811Cary, NC 27518

www.penandshield.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

NTEE R • <$500k nonprofits • Source year 2022

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

NTEE R • <$500k nonprofits • Source year 2022

Asset Growth

6th percentile

-86%

Faster asset growth than 6% of similar nonprofits.

NTEE R • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

66th percentile

25%

Faster revenue growth than 66% of similar nonprofits.

NTEE R • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$1,829

Down $11,717 (-86%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$1,829

Down $11,717 (-86%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Up

$81,122

Up $16,016 (+25%) from 2021

Expenses

Up

$92,839

Up $19,496 (+27%) from 2021

Net Income

Down

-$11,717

Down $3,480 (-42%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2021: $13,546Net Assets 2021: $13,5462021Assets 2022: $1,829Net Assets 2022: $1,8292022

Highlighted filing

2022

Assets$1,829
Liabilities-
Net Assets$1,829
Open 2022 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2021: $65,106Expenses 2021: $73,343Net Income 2021: -$8,2372021Revenue 2022: $81,122Expenses 2022: $92,839Net Income 2022: -$11,7172022

Highlighted filing

2022

Revenue$81,122
Expenses$92,839
Net Income-$11,717
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,829
Liabilities
-
Net assets
$1,829
Revenue
$81,122
Expenses
$92,839
Net income
-$11,717
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.83$1.83$81.1$92.8$11.7
2021Detailed filing. Detailed filing data is available for this year.$13.5$13.5$65.1$73.3$8.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 20, 2023
Return Version
2022v4.1
Gross Receipts
$81,122
Mission and Program Overview

Mission

Investigative journalism and civic education

Program Services

DescriptionGrantsExpenses
Investigative journalism and civic education-$92,839
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER S RACHMUTHPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Pen & Shield Project Ltd
EIN
85-1166775
Phone
7042999071
Address
3434-135 KILDAIRE FARM RD UN 811, Cary, NC 27518

Signing Officer

Name
Jennifer S Rachmuth
Title
President
Phone
7042999071
Signed
2023-02-20
Discuss with paid preparer
Yes

Preparer

Firm
Morrison Tax & Accounting Services Inc
Address
320 N JUDD PARKWAY STE 218, FUQUAY VARINA, NC 27526
Preparer
Deirdre C Morrison
Phone
9196275855
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Office Expense 729”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 2,840”

Form 990-EZ, Part I, Line 16, Other Expenses

“Software 6,950”

Form 990-EZ, Part I, Line 16, Other Expenses

“Dues and subscriptions 283”

Form 990-EZ, Part I, Line 16, Other Expenses

“Internet 3,675”

Form 990-EZ, Part I, Line 16, Other Expenses

“Travel 17”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 394”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank service fees 307”

Form 990-EZ, Part II, Line 24, Other Assets

“Misc receivable Beginning of year 200, End of year 0”

Raw XML Appendix135 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/TotalRevenueAmt081122
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt081122
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt065106
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expense 729
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 2,840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Software 6,950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues and subscriptions 283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Internet 3,675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Travel 17
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance 394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank service fees 307
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