Civic Intelligence

Transforming Wealth

990 • Fiscal year 2023 • EIN 86-3249269

Jan 01, 2023 to Dec 31, 2023 • Filed on May 11, 2024

Organization Profiletransformingwealth.org
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

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

95th percentile

165%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

96th percentile

264%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$119,375

Up $74,262 (+165%) from 2022

Net Assets

Up

$119,375

Up $152,740 (+458%) from 2022

Liabilities

Down

$0

Down $78,478 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin80th percentile

Revenue

Up

$306,133

Up $222,090 (+264%) from 2022

Expenses

Up

$218,806

Up $148,042 (+209%) from 2022

Net Income

Up

$87,327

Up $74,048 (+558%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

2023

Assets$119,375
Liabilities$0
Net Assets$119,375
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

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

2023

Revenue$306,133
Expenses$218,806
Net Income$87,327
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 11, 2024
Return Version
2023v5.1
Gross Receipts
$306,133
Mission and Program Overview

Mission

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

To Facilitate the transformation of wealth within communities while building sustainable connections and a strong foundation for the future via education, support and exclusive opportunity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$32,048$119,375▲ $87,327
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$32,048$119,375▲ $87,327
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$35,883$119,375▲ $83,492
Total Net Assets Fund Balance$32,048$119,375▲ $87,327
Total Liabilities and Net Assets / Fund Balance$32,048$119,375▲ $87,327
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Shannon EmryPresident
Julia TasuilDirector
Nieema ThasingDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$305,242
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$891
All Other Contributions
$64,447
Change in Net Assets
$87,327
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$162,270
Other Expenses$56,536
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$120,184--$120,184
Payroll Taxes$41,662--$41,662
Other Expenses$22,584--$22,584
Office Expenses$19,522--$19,522
Occupancy$3,411--$3,411
Advertising$2,900--$2,900
Travel$1,353--$1,353
Fees for Services Accounting$868--$868
Fees for Services Other$800--$800
Insurance$484--$484
Other Employee Benefits$424--$424
Total Functional Expenses$218,806$0$0$218,806
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 Part VI Line 11B

“Organization will email copy of return to all Board members”

Form 990 Part VI Line 15B

“The Board will approve all compensation arrangements in advance”

Form 990 Part VI Line 19

“Financials Statements will be made available to the public by request”

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
2024-05-11
Discuss with paid preparer
No

Organization Details

Legal Domicile
Sd
Voting Board Members
3
Independent Board Members
3
Employees
3

Preparer

Firm
Compass Tax and Accounting Prof LLC
Address
620 W 18th St, Sioux Falls, SD 57104
Preparer
Kris Infield
Phone
6053325255
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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/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0218806
IRS990/TotalFunctionalExpensesGrp/TotalAmt0218806
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt032048
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0119375
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0218806
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0891
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0306133
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt032048
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0119375
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt01353
IRS990/TravelGrp/TotalAmt01353
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0620 W 18TH ST STE 3
IRS990/USAddress/CityNm0Sioux Falls
IRS990/USAddress/StateAbbreviationCd0SD
IRS990/USAddress/ZIPCd057104
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA TASUIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06052545215
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-11
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/PreparerPersonNm0KRIS INFIELD
ReturnHeader/ReturnTs02024-11-14T11:41:04-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$119,375
Liabilities
$0
Net assets
$119,375
Revenue
$306,133
Expenses
$218,806
Net income
$87,327
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.98$1.19$0.54$0.65
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$3.06$2.19$0.87
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.78$0.33$0.84$0.71$0.13