Civic Intelligence

Sol Financial Services

990EZ • Fiscal year 2023 • EIN 86-3667879

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
1106 W Central AveFort Worth, TX 76164

(682) 597-6557

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

45th percentile

3.0%

Higher net margin than 45% of similar nonprofits.

2023 filings • NTEE P • <$500k nonprofits • Source year 2023

Top Officer Pay

85th percentile

$13,690

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 23.6% of source-year revenue.

2023 filings • NTEE P • <$500k nonprofits • Source year 2023

Asset Growth

11th percentile

-51%

Faster asset growth than 11% of similar nonprofits.

2023 filings • NTEE P • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

16%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • NTEE P • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$1,760

Down $1,801 (-51%) from 2022

Net Assets

Down

$1,760

Down $1,801 (-51%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin45th percentile

Revenue

Up

$58,000

Up $8,180 (+16%) from 2022

Expenses

Up

$56,240

Up $9,981 (+22%) from 2022

Net Income

Down

$1,760

Down $1,801 (-51%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$4.0K$3.0K$2.0K$1.0K$0Assets 2022: $3,561Liabilities 2022: $0Net Assets 2022: $3,5612022Assets 2023: $1,760Net Assets 2023: $1,7602023

Highlighted filing

2023

Assets$1,760
Liabilities-
Net Assets$1,760
Open 2023 Filing

Operations Trend

Revenue Growth62nd percentile

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

$60K$40K$20K$0Revenue 2022: $49,820Expenses 2022: $46,259Net Income 2022: $3,5612022Revenue 2023: $58,000Expenses 2023: $56,240Net Income 2023: $1,7602023

Highlighted filing

2023

Revenue$58,000
Expenses$56,240
Net Income$1,760
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$58,000
Mission and Program Overview

Mission

FINANCIAL EDUCATION

Provide businesses and personal finance education

Program Services

DescriptionGrantsExpenses
Provide busines and personal finance education and resources in low income and minotiry communities.--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARISOL M MUJICAPresidentPT$13,690-$13,690
ALEJANDRA PALOMERATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Sol Financial Services
EIN
86-3667879
Phone
6825976557
Address
1106 W CENTRAL AVE, FORT WORTH, TX 76164

Signing Officer

Name
Marisol M Mujica
Title
President
Phone
6825976557
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Prosperity Tax Services
Address
700 N GRANT ST SUITE 710, ODESSA, TX 79761
Preparer
Ilse a Garcia
Phone
9033067538
Supplemental Narrative

Additional Explanations

Form 990-ez, Part IV

“Financial education. provide business and personal finance education and resources in low income and minority communities.”

Form 990-ez, Part III

“Education on finance”

Part I, line 16

“Description: GALA EVENT EXPENSE Amount: 12500”

Raw XML Appendix107 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/ApplicationPendingInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0MARISOL M MUJICA
IRS990EZ/BooksInCareOfDetail/PhoneNum06825976557
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01006 W CENTRAL AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT WORTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076164
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01760
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt058000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01760
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01760
IRS990EZ/GrossReceiptsAmt058000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01760
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01760
IRS990EZ/OccupancyRentUtltsAndMaintAmt010700
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt013690
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARISOL M MUJICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALEJANDRA PALOMERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012500
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE BUSINESSES AND PERSONAL FINANCE EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide busines and personal finance education and resources in low income and minotiry communities.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt022690
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056240
IRS990EZ/TotalRevenueAmt058000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt058000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt058000
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt058000
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058000
IRS990ScheduleA/Total509Grp/TotalAmt058000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt058000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Financial education. provide business and personal finance education and resources in low income and minority communities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Education on finance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: GALA EVENT EXPENSE Amount: 12500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART IV
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARISOL M MUJICA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06825976557
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOL FINANCIAL SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0SOLF
ReturnHeader/Filer/EIN0863667879
ReturnHeader/Filer/PhoneNum06825976557
ReturnHeader/Filer/USAddress/AddressLine1Txt01106 W CENTRAL AVE
ReturnHeader/Filer/USAddress/CityNm0FORT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076164
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PROSPERITY TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 N GRANT ST SUITE 710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ODESSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079761
ReturnHeader/PreparerPersonGrp/PhoneNum09033067538
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ILSE A GARCIA
ReturnHeader/ReturnTs02024-11-15T17:58:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,760
Liabilities
-
Net assets
$1,760
Revenue
$58,000
Expenses
$56,240
Net income
$1,760
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.76$1.76$58.0$56.2$1.76
2022Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$49.8$46.3$3.56