Civic Intelligence

Pen & Shield Project Ltd.

990EZ • Fiscal year 2022 • EIN 85-1166775

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 20, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

25th percentile

-14%

Higher net margin than 25% of similar nonprofits.

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

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

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

Asset Growth

4th percentile

-86%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

63rd percentile

25%

Faster revenue growth than 63% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$1,829

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

Net Assets

Down

$1,829

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

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin25th 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

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

2022

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

Operations Trend

Revenue Growth63rd percentile

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

2022

Revenue$81,122
Expenses$92,839
Net Income-$11,717
Open 2022 Filing
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 Pay69th 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/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/BOYAmt013346
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01829
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt081122
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11717
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011791
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013546
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01829
IRS990EZ/GrossReceiptsAmt081122
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013546
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01829
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013546
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01829
IRS990EZ/OccupancyRentUtltsAndMaintAmt062532
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER S RACHMUTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0200
IRS990EZ/OtherExpensesTotalAmt015195
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Investigative journalism and civic education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Investigative journalism and civic education
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt092839
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt03321
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt092839
IRS990EZ/TotalProgramServiceExpensesAmt092839
IRS990EZ/TotalRevenueAmt081122
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.penandshield.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt081122
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt065106
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0146228
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0146228
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt081122
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt065106
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0146228
IRS990ScheduleA/TotalSupportAmt0146228
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/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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Misc receivable Beginning of year 200, End of year 0
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 II, Line 24, Other Assets
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER S RACHMUTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07042999071
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-20
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEIRDRE C MORRISON
ReturnHeader/ReturnTs02023-02-20T01:23:24-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RACHMUTH
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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