Civic Intelligence

Pen & Shield Project Ltd.

990EZ • Fiscal year 2021 • EIN 85-1166775

Jan 01, 2021 to Dec 31, 2021 • Filed on May 03, 2022

Organization Profilewww.penandshield.org
3434-135 Kildaire Farm Rd Un 811Cary, NC 27518

(704) 299-9071

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2021 filings • NTEE R • <$500k nonprofits • Source year 2021

Top Officer Pay

74th percentile

$16,500

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 25.3% of source-year revenue.

2021 filings • NTEE R • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$13,546

No earlier filing loaded for comparison.

Net Assets

$13,546

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

$65,106

No earlier filing loaded for comparison.

Expenses

$73,343

No earlier filing loaded for comparison.

Net Income

-$8,237

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

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

Highlighted filing

2021

Assets$13,546
Liabilities-
Net Assets$13,546
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$65,106
Expenses$73,343
Net Income-$8,237
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 3, 2022
Return Version
2021v4.2
Gross Receipts
$65,106
Mission and Program Overview

Mission

Investigative journalism and civic education

Program Services

DescriptionGrantsExpenses
Investigative journalism and civic education-$73,344
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER S RACHMUTHPresidentPT$16,500-$16,500
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
2022-05-03
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

“Travel 927”

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

“Supplies 3,765”

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

“Payroll taxes 1,736”

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

“Office Expense 1,033”

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

“Software 881”

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

“Dues and subscriptions 196”

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

“Internet 1,686”

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

“Misc 45”

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

“Advertising and marketing 1,870”

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

“Insurance 227”

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

“Bank service fees 530”

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

“Events 1,568”

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

“Legal 414”

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

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

Raw XML Appendix143 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JENNIFER S RACHMUTH
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNIFER RACHMUTH
IRS990EZ/BooksInCareOfDetail/PhoneNum07042999071
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03434-135 KILDAIRE FARM RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027518
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021583
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013346
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt065106
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8237
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt019362
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021783
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013546
IRS990EZ/GrossReceiptsAmt065106
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021783
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013546
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021783
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013546
IRS990EZ/OccupancyRentUtltsAndMaintAmt022603
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt016500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER S RACHMUTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0200
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0200
IRS990EZ/OtherExpensesTotalAmt014878
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Investigative journalism and civic education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Investigative journalism and civic education
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073344
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt016500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt073343
IRS990EZ/TotalProgramServiceExpensesAmt073344
IRS990EZ/TotalRevenueAmt065106
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.penandshield.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt065106
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt065106
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt065106
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt065106
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt065106
IRS990ScheduleA/TotalSupportAmt065106
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 927
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 3,765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Payroll taxes 1,736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expense 1,033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Software 881
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues and subscriptions 196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Internet 1,686
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Misc 45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Advertising and marketing 1,870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Insurance 227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bank service fees 530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Events 1,568
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Legal 414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Misc receivable Beginning of year 200, End of year 200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER S RACHMUTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07042999071
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEN & SHIELD PROJECT LTD
ReturnHeader/Filer/BusinessNameControlTxt0PEN&
ReturnHeader/Filer/EIN0851166775
ReturnHeader/Filer/PhoneNum07042999071
ReturnHeader/Filer/USAddress/AddressLine1Txt03434-135 KILDAIRE FARM RD UN 811
ReturnHeader/Filer/USAddress/CityNm0Cary
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027518
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811357083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MORRISON TAX & ACCOUNTING SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0320 N JUDD PARKWAY STE 218
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FUQUAY VARINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027526
ReturnHeader/PreparerPersonGrp/PhoneNum09196275855
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEIRDRE C MORRISON
ReturnHeader/ReturnTs02022-09-19T10:09:41-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RACHMUTH
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
$13,546
Liabilities
-
Net assets
$13,546
Revenue
$65,106
Expenses
$73,343
Net income
-$8,237
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