Civic Intelligence

Shared Humanity Project Inc

990 • Fiscal year 2023 • EIN 85-3803944

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 15, 2024

Organization Profilewww.sharedhumanityproject.org
9804 Ashburton LaneBethesda, MD 20817

(301) 529-4848

Siviq Scores

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

Liabilities / Assets

49th percentile

0.02x

Higher debt load relative to assets than 49% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

42nd percentile

0.01x

Higher debt load relative to revenue than 42% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

55th percentile

7.0%

Higher net margin than 55% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

94th percentile

$150,000

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 30.0% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

69th percentile

14%

Faster asset growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-9.0%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$254,690

Up $31,595 (+14%) from 2022

Net Assets

Up

$250,769

Up $35,016 (+16%) from 2022

Liabilities

Down

$3,921

Down $3,421 (-47%) from 2022

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin55th percentile

Revenue

Down

$500,391

Down $49,684 (-9.0%) from 2022

Expenses

Up

$465,375

Up $51,097 (+12%) from 2022

Net Income

Down

$35,016

Down $100,781 (-74%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$300K$200K$100K$0Assets 2021: $88,587Liabilities 2021: $8,631Net Assets 2021: $79,9562021Assets 2022: $223,095Liabilities 2022: $7,342Net Assets 2022: $215,7532022Assets 2023: $254,690Liabilities 2023: $3,921Net Assets 2023: $250,7692023Assets 2024: $158,667Liabilities 2024: $3,412Net Assets 2024: $155,2552024

Highlighted filing

2023

Assets$254,690
Liabilities$3,921
Net Assets$250,769
Open 2023 Filing

Operations Trend

Revenue Growth26th percentile

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

$600K$400K$200K$0-$200KRevenue 2021: $361,081Expenses 2021: $281,125Net Income 2021: $79,9562021Revenue 2022: $550,075Expenses 2022: $414,278Net Income 2022: $135,7972022Revenue 2023: $500,391Expenses 2023: $465,375Net Income 2023: $35,0162023Revenue 2024: $248,910Expenses 2024: $344,424Net Income 2024: -$95,5142024

Highlighted filing

2023

Revenue$500,391
Expenses$465,375
Net Income$35,016
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 15, 2024
Return Version
2022v5.0
Gross Receipts
$500,391
Mission and Program Overview

Mission

The shared humanity project puts thoughts into action to end poverty. We challenge the status-quo--redefining poverty and empowering persons of all backgrounds and from all sectors to take action to end poverty. We work within communities to advise entrepeneurial non-profit organizations. We foster connections across sectors to work together to create economic change.

Creating economic and social change through the development of a community dedicated to ending poverty.The Shared Humanity Project puts thoughts into action to end poverty. We challenge the status-quo--redefining poverty and empowering persons of all backgrounds and from all sectors to take action to end poverty. We work within communities to advise entrepeneurial non-profit organizations. We foster connections across sectors to work together to create economic change.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$223,095$254,690▲ $31,595
Total Assets$223,095$254,690▲ $31,595
Liabilities
Other Liabilities$7,342$3,921▼ $3,421
Total Liabilities$7,342$3,921▼ $3,421
Net Assets / Fund Balance
Net Assets With Donor Restrictions$126,018$225,878▲ $99,860
Net Assets Without Donor Restrictions$89,735$24,891▼ $64,844
Total Net Assets Fund Balance$215,753$250,769▲ $35,016
Total Liabilities and Net Assets / Fund Balance$223,095$254,690▲ $31,595
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mark BergelCo-Founder and PresidentFT$150,000$150,000
Katherin Ross PhillipsCo-Founder and Vice PresidentFT$100,000$100,000

Board Members and Trustees

NameTitle
Pamela LoprestVice President
Revenue and Support

Revenue Composition

Contributions and Grants
$500,391
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$500,391
Change in Net Assets
$35,016
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$280,213
Other Expenses$180,962
Total Fundraising Expense$54,412
Grants and Similar Amounts Paid$4,200
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$216,500$25,000$8,500$250,000
Fees for Services Other$100,386-$42,166$142,552
Payroll Taxes$16,401$1,894$644$18,939
Office Expenses$8,448$1,126$1,690$11,264
Other Employee Benefits$7,671$902$451$9,024
Information Technology$6,730$800$882$8,412
Travel$4,813--$4,813
Conferences and Meetings$4,363--$4,363
Grants to Domestic Individuals$4,200--$4,200
Other Expenses$0$4,181$0$4,181
Depreciation Depletion$2,240$365-$2,605
Pension Plan Contributions$2,003$225$22$2,250
Fees for Services Accounting-$750-$750
All Other Expenses$430$50$20$500
Total Functional Expenses$375,244$35,719$54,412$465,375
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll - Federal Taxes Withheld$2,825
SIMPLE IRA contribution withheld$875
Payroll - State Taxes Withheld$221
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 and supporting financial documents are provided to each of the board members for their review before filing.”

Form 990, Part VI, Section B, Line 12C

“Per the conflict of interest policy, all members are required to immediately disclose when there is a conflict of interest or the appearance of a conflict of interest.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial states are available upon request.”

Filing and Contact Details

Filer

Filer Name
Shared Humanity Project
EIN
85-3803944
Phone
3015294848
Address
9804 Ashburton Lane, Bethesda, MD 20817
Doing Business As
The Shared Humanity Project

Signing Officer

Name
Katherin Ross Phillips
Title
Co-founder
Phone
3015294848
Signed
2024-02-15

Organization Details

Principal Officer
Katherin Ross Phillips
Formed
2020
Legal Domicile
Md
Voting Board Members
3
Independent Board Members
1
Employees
2
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Communications ($97,000); Outreach ($26,132); Program Interns ($19,420)”

Form 990, Part IX, Line 24E

“Filing Fees: Total $500, Program $430, Management $50, Fundraising $20”

Raw XML AppendixShowing 400 of 429 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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IRS990/ActivityOrMissionDesc0Creating economic and social change through the development of a community dedicated to ending poverty.The Shared Humanity Project puts thoughts into action to end poverty. We challenge the status-quo--redefining poverty and empowering persons of all backgrounds and from all sectors to take action to end poverty. We work within communities to advise entrepeneurial non-profit organizations. We foster connections across sectors to work together to create economic change.
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IRS990/Desc0National Plan to End Poverty: Our systemic change model - The National Plan to End Poverty - redefines and measures what "poverty" means, offers concrete steps that individuals and organizations can take to end poverty, and creates a community of actors from all sectors that works together to create positive change.
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IRS990/MissionDesc0The Shared Humanity project is a nonprofit organization that addresses poverty and social change in new and innovative ways, focusing on data-driven and local efforts that engage people in every sector. We work within communities to advise entrepreneurial non-profit organizations. We foster connections across sectors to work together to create economic change.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Working with individuals, sector leaders and institutions, we communicate problems with the status quo approach to poverty in the United States, identify keys to social transformation and cultivate synergies to create a fundamental transformation in how Americans approach economic and social issues.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Institute staff provides advice and guidance in the following areas: Start-up, strategic planning; development; corporate social responsibility (CSR); and outcomes-based programming. Advisement services are targeted toward individuals with lived experience and new organizations serving in areas of need.
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IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Donor Richard and Myrna Bergel - total donations $40,000, excess donations $11,811. Donor Laura Rogers - total donations $38,500, excess donations $10,311.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 6(f)
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0500391
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0547975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0361081
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01409447
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02100
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01387325
IRS990ScheduleA/SubstantialContributorsTotAmt022122
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0500391
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0547975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0361081
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01409447
IRS990ScheduleA/TotalSupportAmt01409447
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0875
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12825
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2221
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SIMPLE IRA contribution withheld
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Payroll - Federal Taxes Withheld
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Payroll - State Taxes Withheld
IRS990ScheduleD/TotalLiabilityAmt03921
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 and supporting financial documents are provided to each of the board members for their review before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Per the conflict of interest policy, all members are required to immediately disclose when there is a conflict of interest or the appearance of a conflict of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents, conflict of interest policy, and financial states are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Communications ($97,000); Outreach ($26,132); Program Interns ($19,420)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Filing Fees: Total $500, Program $430, Management $50, Fundraising $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0223095
IRS990/TotalAssetsEOYAmt0254690
IRS990/TotalAssetsGrp/BOYAmt0223095
IRS990/TotalAssetsGrp/EOYAmt0254690
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0500391
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt054412
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035719
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0375244
IRS990/TotalFunctionalExpensesGrp/TotalAmt0465375
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07342
IRS990/TotalLiabilitiesEOYAmt03921
IRS990/TotalLiabilitiesGrp/BOYAmt07342
IRS990/TotalLiabilitiesGrp/EOYAmt03921
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0215753
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0250769
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0375244
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt0250000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0500391
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0223095
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0254690
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt04813
IRS990/TravelGrp/TotalAmt04813
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09804 Ashburton Lane
IRS990/USAddress/CityNm0Bethesda
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd020817

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$254,690
Liabilities
$3,921
Net assets
$250,769
Revenue
$500,391
Expenses
$465,375
Net income
$35,016
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.03$1.55$2.49$3.44$0.96
2023Detailed filing. Detailed filing data is available for this year.$2.55$0.04$2.51$5.00$4.65$0.35
2022Detailed filing. Detailed filing data is available for this year.$2.23$0.07$2.16$5.50$4.14$1.36
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.09$0.80$3.61$2.81$0.80