Civic Intelligence

Transforming Wealth

990EZ • Fiscal year 2022 • EIN 86-3249269

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

620 W 18th St Ste 3Sioux Falls, SD 57104

(605) 370-3054

Siviq Scores

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

Liabilities / Assets

97th percentile

1.74x

Higher debt load relative to assets than 97% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

95th percentile

0.93x

Higher debt load relative to revenue than 95% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

66th percentile

16%

Higher net margin than 66% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

86th percentile

$25,385

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 30.2% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

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

Source year 2022

Revenue Growth

Score unavailable

No value available

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

Source year 2022

Assets

$45,113

No earlier filing loaded for comparison.

Net Assets

-$33,365

No earlier filing loaded for comparison.

Liabilities

$78,478

No earlier filing loaded for comparison.

Revenue

$84,043

No earlier filing loaded for comparison.

Expenses

$70,764

No earlier filing loaded for comparison.

Net Income

$13,279

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2022: $45,113Liabilities 2022: $78,478Net Assets 2022: -$33,3652022Assets 2023: $119,375Liabilities 2023: $0Net Assets 2023: $119,3752023Assets 2024: $98,102Net Assets 2024: $98,1022024

Highlighted filing

2022

Assets$45,113
Liabilities$78,478
Net Assets-$33,365

Operations Trend

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

$400K$300K$200K$100K$0Revenue 2022: $84,043Expenses 2022: $70,764Net Income 2022: $13,2792022Revenue 2023: $306,133Expenses 2023: $218,806Net Income 2023: $87,3272023Revenue 2024: $118,934Expenses 2024: $53,645Net Income 2024: $65,2892024

Highlighted filing

2022

Revenue$84,043
Expenses$70,764
Net Income$13,279
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$84,043
Mission and Program Overview

Mission

Build a stronger healthier community by supporting those who need the most help

Program Services

DescriptionGrantsExpenses
Build a stronger healthier community by supporting those who need the most help-$41,277
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julia TasullDirectorFT$25,385-$25,385
Serene ReinholzSecretaryFT$7,820-$7,820
Shannon EmryPresidentPT$0--
Nieeman ThasingDirector-$0--
Filing and Contact Details

Filer

Filer Name
Transforming Wealth
EIN
86-3249269
Address
620 W 18TH ST STE 3, Sioux Falls, SD 57104

Signing Officer

Name
Julia Tasuil
Title
Executive Director
Phone
6052545215
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Compass Tax and Accounting Prof LLC
Address
620 W 18th St, Sioux Falls, SD 57104
Preparer
Kris Infield
Phone
6053325255
Supplemental Narrative

Additional Explanations

990-EZ Line 8

Discounts Earned 70

990-EZ Line 16

Advertising 446 Bank Charges 34 Car & Truck 180 CHW 800 CHW Education Costs 4976 Fundraising Expense 419 Management 2408 Meals & Entertainment 134 Office Supplies 1235 Other Business Expenses 273 Program Expenses 2400 Auto Repairs 749 Charitable Contributions Direct Giving 743 Gas Cards 721 Grocery and Toiletry 2616 Household Repairs 282 Lodging 1283 Meals 80 Necessity Baskets 3385 Rent Assistance 1710 Small cash giving 3440 Utility Expense 1529 Wellness Services 2466, Reimburseable Expenses 200, Travel 62.74 Utiltites 71

Raw XML Appendix190 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06053703054
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0620 W 18TH ST STE 3
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sioux Falls
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd057104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029341
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IRS990EZ/GrossReceiptsAmt084043
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-46644
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-33365
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-46644
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-33365
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shannon Emry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Julia Tasull
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Serene Reinholz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nieeman Thasing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09229
IRS990EZ/OtherExpensesTotalAmt035435
IRS990EZ/OtherRevenueTotalAmt070
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt09229
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Build a stronger healthier community by supporting those who need the most help
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041277
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt030417
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt075985
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt078478
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070764
IRS990EZ/TotalProgramServiceExpensesAmt041277
IRS990EZ/TotalRevenueAmt084043
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt074744
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt055545
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0130289
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt09229
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt09229
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0139518
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083973
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055545
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0139518
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083973
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055545
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0139518
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/ExplanationTxt0Discounts Earned 70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising 446 Bank Charges 34 Car & Truck 180 CHW 800 CHW Education Costs 4976 Fundraising Expense 419 Management 2408 Meals & Entertainment 134 Office Supplies 1235 Other Business Expenses 273 Program Expenses 2400 Auto Repairs 749 Charitable Contributions Direct Giving 743 Gas Cards 721 Grocery and Toiletry 2616 Household Repairs 282 Lodging 1283 Meals 80 Necessity Baskets 3385 Rent Assistance 1710 Small cash giving 3440 Utility Expense 1529 Wellness Services 2466, Reimburseable Expenses 200, Travel 62.74 Utiltites 71
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990-EZ Line 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA TASUIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06052545215
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRANSFORMING WEALTH
ReturnHeader/Filer/BusinessNameControlTxt0TRAN
ReturnHeader/Filer/EIN0863249269
ReturnHeader/Filer/USAddress/AddressLine1Txt0620 W 18TH ST STE 3
ReturnHeader/Filer/USAddress/CityNm0Sioux Falls
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SD
ReturnHeader/Filer/USAddress/ZIPCd057104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822964751
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Compass Tax and Accounting Prof LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0620 W 18th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sioux Falls
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd057104
ReturnHeader/PreparerPersonGrp/PhoneNum06053325255
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRIS INFIELD
ReturnHeader/ReturnTs02023-11-15T12:09:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TASUIL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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