Civic Intelligence

Shared Humanity Project Inc

990 • Fiscal year 2024 • EIN 85-3803944

Oct 01, 2023 to Sep 30, 2024 • Filed on Feb 12, 2025

5052 Old Buncombe Rd Suite AGreenville, SC 29617

(301) 675-7511

Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

12th percentile

-38%

Higher net margin than 12% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$150,000

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 60.3% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

15th percentile

-38%

Faster asset growth than 15% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-50%

Faster revenue growth than 11% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$158,667

Down $96,023 (-38%) from 2023

Net Assets

Down

$155,255

Down $95,514 (-38%) from 2023

Liabilities

Down

$3,412

Down $509 (-13%) from 2023

Revenue

Down

$248,910

Down $251,481 (-50%) from 2023

Expenses

Down

$344,424

Down $120,951 (-26%) from 2023

Net Income

Down

-$95,514

Down $130,530 (-373%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$158,667
Liabilities$3,412
Net Assets$155,255

Operations Trend

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

2024

Revenue$248,910
Expenses$344,424
Net Income-$95,514
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 12, 2025
Return Version
2023v6.0
Gross Receipts
$248,910
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 entrepreneurial 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$254,690$158,667▼ $96,023
Total Assets$254,690$158,667▼ $96,023
Liabilities
Other Liabilities$3,921$3,412▼ $509
Total Liabilities$3,921$3,412▼ $509
Net Assets / Fund Balance
Net Assets With Donor Restrictions$225,878$0▼ $225,878
Net Assets Without Donor Restrictions$24,891$155,255▲ $130,364
Total Net Assets Fund Balance$250,769$155,255▼ $95,514
Total Liabilities and Net Assets / Fund Balance$254,690$158,667▼ $96,023
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mark BergelCo-Founder and PresidentFT$150,000$150,000
Katherin Ross PhillipsCo-Founder and TreasurerPT$68,750$68,750

Board Members and Trustees

NameTitle
Pamela LoprestVice President
Lisa StranskyMember
Polly PoffenrothSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$211,710
Program Service Revenue
$37,200
Investment Income
$0
Other Revenue
$0
All Other Contributions
$211,710
Change in Net Assets
$-95,514
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$267,680
Other Expenses$76,744
Total Fundraising Expense$28,471
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$205,675$23,750$8,075$237,500
Fees for Services Other$40,517-$17,019$57,536
Payroll Taxes$15,734$1,817$618$18,169
Other Employee Benefits$8,138$957$479$9,574
Information Technology$5,704$678$748$7,130
Office Expenses$3,003$399$599$4,001
Insurance$2,472$403-$2,875
Pension Plan Contributions$2,169$244$24$2,437
Other Expenses$840$98$39$977
Travel$865--$865
Fees for Services Accounting-$800-$800
Conferences and Meetings$589--$589
All Other Expenses$83$10$4$97
Total Functional Expenses$286,160$29,793$28,471$344,424
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
South Carolina Income Tax$681
Maryland Income Tax$175
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

Form 990, Part VI, Line 11b - Organization's Process to Review Form 990 The form 990 is provided to each of the board members for their review before filing.

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

Form 990, Part VI, Line 12c - Enforcement of Conflicts Policy 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

Form 990, Part VI, Line 19 - Governing Documents Disclosure Explanation 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
3016757511
Address
5052 Old Buncombe Rd Suite A, Greenville, SC 29617
Doing Business As
The Shared Humanity Project

Signing Officer

Name
Katherin Ross Phillips
Title
Co-founder
Phone
3015294848
Signed
2025-02-12

Organization Details

Principal Officer
Mark Bergel
Formed
2020
Legal Domicile
Sc
Voting Board Members
5
Independent Board Members
3
Employees
2
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Form 990, Part IX, Line 11g - Other Fees for Services Description Program support and general fundraising

Raw XML Appendix393 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 entrepreneurial 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/Form990PartVIISectionAGrp/TitleTxt0Co-Founder and President
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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Schedule A, Part II, Line 6(f) Donor Richard and Myrna Bergel - total donations $65,000, excess donations $32,577. Donor Laura Rogers - total donations $41,000, excess donations $8,577.
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Maryland Income Tax
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1South Carolina Income Tax
IRS990ScheduleD/TotalLiabilityAmt03412
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990, Part VI, Line 11b - Organization's Process to Review Form 990 The form 990 is provided to each of the board members for their review before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990, Part VI, Line 12c - Enforcement of Conflicts Policy 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990, Part VI, Line 19 - Governing Documents Disclosure Explanation Governing documents, conflict of interest policy, and financial states are available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990, Part IX, Line 11g - Other Fees for Services Description Program support and general fundraising
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0254690
IRS990/TotalAssetsEOYAmt0158667
IRS990/TotalAssetsGrp/BOYAmt0254690
IRS990/TotalAssetsGrp/EOYAmt0158667
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0211710
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt028471
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029793
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0286160
IRS990/TotalFunctionalExpensesGrp/TotalAmt0344424
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03921
IRS990/TotalLiabilitiesEOYAmt03412
IRS990/TotalLiabilitiesGrp/BOYAmt03921
IRS990/TotalLiabilitiesGrp/EOYAmt03412
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0250769
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0155255
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0286160
IRS990/TotalProgramServiceRevenueAmt037200
IRS990/TotalReportableCompFromOrgAmt0218750
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037200
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0248910
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0254690
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0158667
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0865
IRS990/TravelGrp/TotalAmt0865
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05052 Old Buncombe Rd
IRS990/USAddress/AddressLine2Txt0Suite A
IRS990/USAddress/CityNm0Greenville
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029617
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.sharedhumanityproject.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Katherin Ross Phillips
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-founder
ReturnHeader/BusinessOfficerGrp/PhoneNum03015294848
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHARED HUMANITY PROJECT
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0853803944
ReturnHeader/Filer/PhoneNum03016757511
ReturnHeader/Filer/USAddress/AddressLine1Txt05052 Old Buncombe Rd Suite A
ReturnHeader/Filer/USAddress/CityNm0Greenville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029617
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-02-12T09:41:49-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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