Civic Intelligence

First There Foundation Inc.

990 • Fiscal year 2023 • EIN 87-3389458

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 18, 2024

9015 Cattle Baron Path 2003Austin, TX 78747

(210) 834-5388

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

7th percentile

-89%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

80th percentile

$5,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

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

Asset Growth

4th percentile

-84%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

9th percentile

-58%

Faster revenue growth than 9% of similar nonprofits.

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

Assets

Down

$10,645

Down $56,818 (-84%) from 2022

Net Assets

Down

$10,645

Down $56,818 (-84%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$64,114

Down $88,545 (-58%) from 2022

Expenses

Up

$120,932

Up $37,498 (+45%) from 2022

Net Income

Down

-$56,818

Down $126,043 (-182%) from 2022

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0-$20KAssets 2022: $67,463Liabilities 2022: $0Net Assets 2022: $67,4632022Assets 2023: $10,645Liabilities 2023: $0Net Assets 2023: $10,6452023Assets 2024: $4,287Liabilities 2024: $0Net Assets 2024: -$8,7622024

Highlighted filing

2023

Assets$10,645
Liabilities$0
Net Assets$10,645

Operations Trend

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

$200K$100K$0-$100KRevenue 2022: $152,659Expenses 2022: $83,434Net Income 2022: $69,2252022Revenue 2023: $64,114Expenses 2023: $120,932Net Income 2023: -$56,8182023Revenue 2024: $125,797Expenses 2024: $145,204Net Income 2024: -$19,4072024

Highlighted filing

2023

Revenue$64,114
Expenses$120,932
Net Income-$56,818
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 18, 2024
Return Version
2023v5.1
Gross Receipts
$219,516
Mission and Program Overview

Mission

Assistance to combat controllers including career and

To provide wide-ranging assistance to all combat controllers, ensuring that they have access to mental health professionals, financial help, career help and substance abuse help.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$8,604$9,555▲ $951
Investments in Publicly Traded Securities$58,371$1,090▼ $57,281
Savings and Temporary Cash Investments$488$0▼ $488
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$67,463$10,645▼ $56,818
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$67,463$10,645▼ $56,818
Total Net Assets Fund Balance$67,463$10,645▼ $56,818
Total Liabilities and Net Assets / Fund Balance$67,463$10,645▼ $56,818
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Eric LionheartPres/DirectorPT$5,000$5,000

Board Members and Trustees

NameTitle
Edward LoganDirector
Frank ColeDirector
Travis SzewczykDirector
Lori Chapman-LongfritzSec/Director
Chelsey McKrillTreas/Director
Randy KennedyVP/Director
Revenue and Support

Revenue Composition

Contributions and Grants
$83,556
Program Service Revenue
$0
Investment Income
$-863
Other Revenue
$-18,579
All Other Contributions
$75,256
Change in Net Assets
$-56,818
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$80,031
Grants and Similar Amounts Paid$34,065
Salaries, Compensation, and Employee Benefits$6,836
Total Fundraising Expense$3,285
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$22,790$12,789-$35,579
Grants to Domestic Individuals$34,065--$34,065
All Other Expenses-$4,982$3,285$8,267
Other Expenses-$5,252-$5,252
Information Technology-$5,207-$5,207
Current Officers, Directors, Trustees, and Key Employees$3,500$1,500-$5,000
Fees for Services Legal-$2,584-$2,584
Payroll Taxes$1,285$551-$1,836
Fees for Services Accounting-$1,690-$1,690
Fees for Services Other-$1,400-$1,400
Conferences and Meetings-$500-$500
Total Functional Expenses$61,640$56,007$3,285$120,932
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$86,658
Fundraising Gross Income$67,000
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$75,300$67,000$37,308$29,692
Total Events$75,300$67,000$86,658$-19,658
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
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

The 990 is reviewed by the organization's Chairman prior to filing with the IRS.

Form 990, Part VI, Section B, Line 15A

The Board of Directors approves compensation, with any officer being voted upon abstaining from the vote.

Form 990, Part VI, Section C, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
First There Foundation Inc
EIN
87-3389458
Phone
2108345388
Address
9015 Cattle Baron Path 2003, Austin, TX 78747

Signing Officer

Name
Eric Hohman
Title
Chairman
Signed
2024-11-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Lionheart
Formed
2021
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
15

Preparer

Firm
Jodie Schuh & Associates PC
Address
3355 Cherry Ridge Dr Suite 209, San Antonio, TX 78230
Preparer
Jodie Schuh
Phone
2102982800
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt099596
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0185471
IRS990ScheduleA/Total509Grp/TotalAmt0285067
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0100334
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0186192
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0286526
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt08300
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt08300
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt086658
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt07935
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt07935
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt034022
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt034022
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt075300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt075300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt067000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-19658
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037308
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037308
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt07393
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07393
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Aid for Combat Controllers
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt034065
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0Retreats, travel, benevolence
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt036
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0Book
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is reviewed by the organization's Chairman prior to filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Directors approves compensation, with any officer being voted upon abstaining from the vote.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt067463
IRS990/TotalAssetsEOYAmt010645
IRS990/TotalAssetsGrp/BOYAmt067463
IRS990/TotalAssetsGrp/EOYAmt010645
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt083556
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03285
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt056007
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt061640
IRS990/TotalFunctionalExpensesGrp/TotalAmt0120932
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt067463
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010645
IRS990/TotalProgramServiceExpensesAmt061640
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt05000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0216
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt064114
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt067463
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010645
IRS990/TravelGrp/ManagementAndGeneralAmt012789
IRS990/TravelGrp/ProgramServicesAmt022790
IRS990/TravelGrp/TotalAmt035579
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09015 Cattle Baron Path 2003
IRS990/USAddress/CityNm0Austin
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078747
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.1stThere.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Eric Hohman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-18

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