Civic Intelligence

Firsthome Iq

990EZ • Fiscal year 2023 • EIN 92-2377727

Feb 16, 2023 to Dec 31, 2023 • Filed on Aug 30, 2024

Organization ProfileWWW.FIRSTHOMEIQ.COM
2135 Bellevue Ave Unit 5Los Angeles, CA 90026

(918) 557-3716

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

64th percentile

12%

Higher net margin than 64% 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

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Flat

$10,580

Flat from 2023

Net Assets

$10,580

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin64th percentile

Revenue

Flat

$87,735

Flat from 2023

Expenses

Flat

$77,155

Flat from 2023

Net Income

Flat

$10,580

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2023: $10,580Liabilities 2023: $0Net Assets 2023: $10,5802023Assets 2023: $10,580Liabilities 2023: $02023Assets 2024: $27,425Liabilities 2024: $0Net Assets 2024: $27,4252024

Highlighted filing

2023

Assets$10,580
Liabilities$0
Net Assets$10,580
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Revenue 2023: $87,735Expenses 2023: $77,155Net Income 2023: $10,5802023Revenue 2023: $87,735Expenses 2023: $77,155Net Income 2023: $10,5802023Revenue 2024: $268,537Expenses 2024: $251,692Net Income 2024: $16,8452024

Highlighted filing

2023

Revenue$87,735
Expenses$77,155
Net Income$10,580
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Feb 16, 2023 to Dec 31, 2023
Signed
Aug 30, 2024
Return Version
2023v5.1
Gross Receipts
$87,735
Mission and Program Overview

Mission

To deliver financial literacy and homeownership education, inspiration, and resources to the next generation.

Program Services

DescriptionGrantsExpenses
WE EMPOWER AMBASSADORS ACROSS THE COUNTRY TO BE LEADERS ON OUR MISSION.RESOURCES: AMBASSADORS RECEIVE EDUCATIONAL PRESENTATIONS, MARKETING RESOURCES, SOCIAL MEDIA CONTENT, AND MORE ON A WEEKLY BASIS. IMPACT: AMBASSADOR DOLLARS SUPPORT CURRICULUM DEVELOPMENT, EDUCATION OUTREACH, AND INSPIRATIONAL MEDIA.COMMITMENT: CONTRIBUTE AND SHARE EDUCATION IN YOUR COMMUNITIES.$0$71,757
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTIN MESSERLIExecutive Director And SecretaryFT$0--
DAVE SAVAGEChief Executive OfficerPT$0--
TODD BOOKSPANChief Financial OfficerPT$0--
Filing and Contact Details

Filer

Filer Name
Firsthome Iq
EIN
92-2377727
Phone
9185573716
Address
2135 BELLEVUE AVE UNIT 5, LOS ANGELES, CA 90026

Signing Officer

Name
Kristin Messerli
Title
Executive Director & Secretary
Phone
9185573716
Signed
2024-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Loblolly Solutions
Address
4780 ASHFORD DUNWOODY RD ST 540-431, ATLANTA, GA 30338
Preparer
Brian Muia
Phone
7062605191
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: technology. Amount: 4,839. Description: marketing. Amount: 13,125. Description: conference and travel. Amount: 2,661. Total to form 990-ez, line 16: 20,625.”

Raw XML Appendix130 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0CINDY SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum05754200762
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02135 BELLEVUE AVE UNIT 5
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090026
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010580
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt087735
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt010580
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt056530
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010580
IRS990EZ/GrossReceiptsAmt087735
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010580
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010580
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTIN MESSERLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVE SAVAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TODD BOOKSPAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR AND SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHIEF EXECUTIVE OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHIEF FINANCIAL OFFICER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt020625
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO DELIVER FINANCIAL LITERACY AND HOMEOWNERSHIP EDUCATION, INSPIRATION, AND RESOURCES TO THE NEXT GENERATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE EMPOWER AMBASSADORS ACROSS THE COUNTRY TO BE LEADERS ON OUR MISSION.RESOURCES: AMBASSADORS RECEIVE EDUCATIONAL PRESENTATIONS, MARKETING RESOURCES, SOCIAL MEDIA CONTENT, AND MORE ON A WEEKLY BASIS. IMPACT: AMBASSADOR DOLLARS SUPPORT CURRICULUM DEVELOPMENT, EDUCATION OUTREACH, AND INSPIRATIONAL MEDIA.COMMITMENT: CONTRIBUTE AND SHARE EDUCATION IN YOUR COMMUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071757
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt077155
IRS990EZ/TotalProgramServiceExpensesAmt071757
IRS990EZ/TotalRevenueAmt087735
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.FIRSTHOMEIQ.COM/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION'S 2023 TAX RETURN IS THE INITIAL RETURN. THE ORGANIZATON'S EFFECTIVE DATE OF EXEMPTION WAS FEBRUARY 16, 2023, THEREFORE THE 2023 COLUMN IS FOR THE PERIOD FEBRUARY 16, 2023 THROUGH DECEMBER 31, 2023.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, SHORT YEAR EXPLANATION:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt087735
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt087735
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt087735
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt087735
IRS990ScheduleA/Total509Grp/TotalAmt087735
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt087735
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt087735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TECHNOLOGY. AMOUNT: 4,839. DESCRIPTION: MARKETING. AMOUNT: 13,125. DESCRIPTION: CONFERENCE AND TRAVEL. AMOUNT: 2,661. TOTAL TO FORM 990-EZ, LINE 16: 20,625.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN MESSERLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR & SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09185573716
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRSTHOME IQ
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0922377727
ReturnHeader/Filer/PhoneNum09185573716
ReturnHeader/Filer/USAddress/AddressLine1Txt02135 BELLEVUE AVE UNIT 5
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090026
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861878948
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOBLOLLY SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04780 ASHFORD DUNWOODY RD ST 540-431
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030338
ReturnHeader/PreparerPersonGrp/PhoneNum07062605191
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN MUIA
ReturnHeader/ReturnTs02024-09-15T12:14:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-02-16
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
$10,580
Liabilities
$0
Net assets
$10,580
Revenue
$87,735
Expenses
$77,155
Net income
$10,580
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$2.69$2.52$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.88$0.77$0.11
2023Summary only. Only limited summary data is available for this year.$0.11$0.00$0.88$0.77$0.11