Civic Intelligence

Sharing Place Inc.

990 • Fiscal year 2014 • EIN 87-0514353

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 28, 2015

1695 East 3300 South84106-3305

(801) 466-6730

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

42nd percentile

0.02x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

26th percentile

-5.6%

Higher net margin than 26% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

32nd percentile

-2.6%

Faster asset growth than 32% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

Down

$533,531

Down $14,352 (-2.6%) from 2013

Net Assets

Down

$527,309

Down $10,826 (-2.0%) from 2013

Liabilities

Down

$6,222

Down $3,526 (-36%) from 2013

Revenue

$278,890

No earlier filing loaded for comparison.

Expenses

Up

$294,506

Up $21,349 (+7.8%) from 2013

Net Income

-$15,616

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.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $573,363Liabilities 2010: $8,564Net Assets 2010: $564,7992010Assets 2011: $584,048Liabilities 2011: $7,219Net Assets 2011: $576,8292011Assets 2012: $555,921Liabilities 2012: $7,868Net Assets 2012: $548,0532012Assets 2013: $547,883Liabilities 2013: $9,748Net Assets 2013: $538,1352013Assets 2014: $533,531Liabilities 2014: $6,222Net Assets 2014: $527,3092014Assets 2015: $537,555Liabilities 2015: $14,177Net Assets 2015: $523,3782015Assets 2016: $554,543Liabilities 2016: $7,338Net Assets 2016: $547,2052016Assets 2017: $627,418Liabilities 2017: $10,541Net Assets 2017: $616,8772017Assets 2018: $737,516Liabilities 2018: $19,580Net Assets 2018: $717,9362018Assets 2019: $787,884Liabilities 2019: $29,511Net Assets 2019: $758,3732019Assets 2020: $1,052,577Liabilities 2020: $78,571Net Assets 2020: $974,0062020Assets 2021: $1,123,026Liabilities 2021: $19,986Net Assets 2021: $1,103,0402021Assets 2022: $1,272,914Liabilities 2022: $33,697Net Assets 2022: $1,239,2172022Assets 2023: $1,592,126Liabilities 2023: $151,698Net Assets 2023: $1,440,4282023Assets 2024: $1,830,791Liabilities 2024: $90,521Net Assets 2024: $1,740,2702024

Highlighted filing

2014

Assets$533,531
Liabilities$6,222
Net Assets$527,309

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $222,150Expenses 2010: $230,705Net Income 2010: -$8,5552010Expenses 2011: $247,9822011Expenses 2012: $246,6072012Expenses 2013: $273,1572013Revenue 2014: $278,890Expenses 2014: $294,506Net Income 2014: -$15,6162014Revenue 2015: $296,188Expenses 2015: $294,155Net Income 2015: $2,0332015Revenue 2016: $321,733Expenses 2016: $299,264Net Income 2016: $22,4692016Revenue 2017: $345,185Expenses 2017: $287,186Net Income 2017: $57,9992017Revenue 2018: $392,727Expenses 2018: $301,499Net Income 2018: $91,2282018Revenue 2019: $349,816Expenses 2019: $310,492Net Income 2019: $39,3242019Revenue 2020: $563,055Expenses 2020: $352,174Net Income 2020: $210,8812020Revenue 2021: $438,993Expenses 2021: $325,724Net Income 2021: $113,2692021Revenue 2022: $564,514Expenses 2022: $403,287Net Income 2022: $161,2272022Revenue 2023: $713,010Expenses 2023: $519,302Net Income 2023: $193,7082023Revenue 2024: $831,490Expenses 2024: $564,554Net Income 2024: $266,9362024

Highlighted filing

2014

Revenue$278,890
Expenses$294,506
Net Income-$15,616
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 28, 2015
Return Version
2013v4.0
Gross Receipts
$387,684
Mission and Program Overview

Mission

The sharing place is dedicated to providing a safe and caring environment where children, teens, and their families who are grieving the death of a loved one may share their feelings while healing themselves.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$264,227$285,313▲ $21,086
Investments in Publicly Traded Securities$206,719$211,746▲ $5,027
Savings and Temporary Cash Investments$60,347$22,624▼ $37,723
Prepaid Expenses and Deferred Charges$5,365$5,651▲ $286
Pledges and Grants Receivable$5,000$3,000▼ $2,000
Accounts Receivable$2,825$1,797▼ $1,028
Cash and Non-Interest-Bearing Accounts$50$50→ $0
Total Assets$547,883$533,531▼ $14,352
Other Assets Total$3,350$3,350→ $0
Liabilities
Accounts Payable and Accrued Expenses$9,748$6,222▼ $3,526
Total Liabilities$9,748$6,222▼ $3,526
Net Assets / Fund Balance
Unrestricted Net Assets$502,851$505,351▲ $2,500
Temporarily Rstr Net Assets$35,284$21,958▼ $13,326
Total Net Assets Fund Balance$538,135$527,309▼ $10,826
Total Liabilities and Net Assets / Fund Balance$547,883$533,531▼ $14,352

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$223,786$156,297$380,083
Land$50,000-$50,000
Equipment$11,527$9,725$21,252
Other Land Buildings-$4,888$4,888
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie SteeleExecutive DiFT$49,357$4,902$54,259

Board Members and Trustees

NameTitle
Rulon GordonPresident
Camille KennardDirector
Diane BrownDirector
John HausknechtDirector
Joleen MantasDirector
Karen OrchardDirector
Sally BrownDirector
Sarah GibbsDirector
Shannon BondDirector
Tille UribeDirector
Alisha GilesSecretary
Lyle GurneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$262,154
Program Service Revenue
$2,800
Investment Income
$7,500
Other Revenue
$6,436
All Other Contributions
$244,858
Change in Net Assets
$-15,616

Audited Revenue Reconciliation

Revenue per Audited Statements
$278,890
Revenue Not Reported on Form 990
$7,463
Total Revenue per Audited Statements
$286,353
Total Revenue per Form 990
$278,890
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$198,531
Other Expenses$95,975
Total Fundraising Expense$37,371
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$95,867$11,552$9,953$117,372
Current Officers, Directors, Trustees, and Key Employees$21,703$16,277$16,277$54,257
Occupancy$17,884$1,179$590$19,653
Office Expenses$9,484$2,938$3,428$15,850
Depreciation Depletion$13,005$857$429$14,291
Payroll Taxes$9,477$2,161$2,030$13,668
Other Employee Benefits$10,614$1,397$1,223$13,234
Fees for Services Accounting-$7,374-$7,374
Insurance$2,572$507-$3,079
Other Expenses$563$368$825$1,193
All Other Expenses$369$125$500$994
Total Functional Expenses$205,175$51,960$37,371$294,506

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$297,179
Expenses per Audited Statements$294,506
Total Expenses per Form 990$294,506
Expenses Not Reported on Form 990$2,673
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,930
Fundraising Direct Expenses$2,673
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$24,866$7,570$2,297$5,273
Total Events$24,866$7,570$2,350$5,220
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
Yes
Audit committee
Yes
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
Yes
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, Page 6, Part VI, Line 11B

The form 990 is reviewed by the executive director and a designated committee from the board of directors prior to filing.

Form 990, Page 6, Part VI, Line 12C

The confflicts of interest policy requires that staff and board members annually disclose potential conflicts of interest. The executive director and the executive commitee are responsible for reviewing these potential conflicts of interest to deetermine whether one exists. The conflict of interest policy requires that board members with a conflict of interest be recused from voting on the related issue.

Form 990, Page 6, Part VI, Line 15A

Compensation for the executive director is determined by the board of directors, independent from the executive director. The organization uses the most recent una compensation survey to determine a reasonable market rate for the executive director. The deliberation and determination of compensation is documented in the board minutes.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available to the public for review upon request.

Filing and Contact Details

Filer

EIN
87-0514353
Phone
8014666730

Signing Officer

Name
Stephanie Steele
Title
Executive Director
Phone
8014666730
Signed
2015-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Steele
Formed
1993
Legal Domicile
Ut
Voting Board Members
12
Independent Board Members
12
Employees
11
Volunteers
450

Preparer

Preparer
Justin R Shaw CPA Cfe
Phone
8012943155
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

The sharing place is a place where mutual support is offered. Acceptance is practiced through listening and sharing. We respect each other as unique. We believe that within each of us exists our own answers to life's complex problems. As we support each other in listening to our own inner voices, we shall come to know our own inner truths. We understand that giving and receiving are the same. The organization offers support groups for children, teens and adults. During fiscal year 2014, the organization made the following program accomplishments. -161 children/teens attended the program (7,728 hours of direct service grief support) -70 individuals were placed on the waitlist for the group that will best meet their needs -82 consultations were scheduled, 69 completed and 12 no shows occurred ( improved rate) -107 volunteers assisted with their regular group providing 6,848 hours of support ( 4hrs/16 groups) -multiple speaking engagements and tours of tsp for nursing students, social work students -family group placements are more efficient as we now use docusign, so they can complete the admission paperwork via email. This has helped us to keep our groups at capacity. -2 ipads for the group coordinators to file group logs electronically -with the dropbox, group coordinators are able to share activity ideas and check in questions easily -there were 14 children/teen groups and 14 parent groups that ran september thru may for 90 minute sessions at our location -after school groups: 7 groups in local schools - serving 60 children children twice a month(548 hours direct service)

Form 990, Part XI, Line 9

Special events expenses 2,673 special events expenses -2,673

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Special events expenses 2,673

Schedule D, Page 4, Part XII, Line 2D

Special events expenses 2,673

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IRS990/Desc0SEE SCHEDULE O THE SHARING PLACE IS A PLACE WHERE MUTUAL SUPPORT IS OFFERED. ACCEPTANCE IS PRACTICED THROUGH LISTENING AND SHARING. WE RESPECT EACH OTHER AS UNIQUE. WE BELIEVE THAT WITHIN EACH OF US EXISTS OUR OWN ANSWERS TO LIFE'S COMPLEX PROBLEMS. AS WE SUPPORT EACH OTHER IN LISTENING TO OUR OWN INNER VOICES, WE SHALL COME TO KNOW OUR OWN INNER TRUTHS. WE UNDERSTAND THAT GIVING AND RECEIVING ARE THE SAME. THE ORGANIZATION OFFERS SUPPORT GROUPS FOR CHILDREN, TEENS AND ADULTS. DURING FISCAL YEAR 2014, THE ORGANIZATION MADE THE FOLLOWING PROGRAM ACCOMPLISHMENTS. -161 CHILDREN/TEENS ATTENDED THE PROGRAM (7,728 HOURS OF DIRECT SERVICE GRIEF SUPPORT) -70 INDIVIDUALS WERE PLACED ON THE WAITLIST FOR THE GROUP THAT WILL BEST MEET THEIR NEEDS -82 CONSULTATIONS WERE SCHEDULED, 69 COMPLETED AND 12 NO SHOWS OCCURRED ( IMPROVED RATE) -107 VOLUNTEERS ASSISTED WITH THEIR REGULAR GROUP PROVIDING 6,848 HOURS OF SUPPORT ( 4HRS/16 GROUPS) -MULTIPLE SPEAKING ENGAGEMENTS AND TOURS OF TSP FOR NURSING STUDENTS, SOCIAL WORK STUDENTS -FAMILY GROUP PLACEMENTS ARE MORE EFFICIENT AS WE NOW USE DOCUSIGN, SO THEY CAN COMPLETE THE ADMISSION PAPERWORK VIA EMAIL. THIS HAS HELPED US TO KEEP OUR GROUPS AT CAPACITY. -2 IPADS FOR THE GROUP COORDINATORS TO FILE GROUP LOGS ELECTRONICALLY -WITH THE DROPBOX, GROUP COORDINATORS ARE ABLE TO SHARE ACTIVITY IDEAS AND CHECK IN QUESTIONS EASILY -THERE WERE 14 CHILDREN/TEEN GROUPS AND 14 PARENT GROUPS THAT RAN SEPTEMBER THRU MAY FOR 90 MINUTE SESSIONS AT OUR LOCATION -AFTER SCHOOL GROUPS: 7 GROUPS IN LOCAL SCHOOLS - SERVING 60 CHILDREN CHILDREN TWICE A MONTH(548 HOURS DIRECT SERVICE)
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.09$1.74$0.83$0.56$0.27
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.15$1.44$0.71$0.52$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.03$1.24$0.56$0.40$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.02$1.10$0.44$0.33$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.08$0.97$0.56$0.35$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.03$0.76$0.35$0.31$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.02$0.72$0.39$0.30$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.01$0.62$0.35$0.29$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.55$0.01$0.55$0.32$0.30$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.01$0.52$0.30$0.29$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.01$0.53$0.28$0.29$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.01$0.54$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.01$0.55$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.01$0.58$0.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.01$0.56$0.22$0.23$0.01