Civic Intelligence

Take the Trip Foundation

EIN 92-2966329 • 501(c)3 • Charlotte, NC

990-N CoverageNTEE E86

Profile

Impact families with terminal illness

5612 Larson LaneCharlotte, NC 28270
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.08x

Higher debt load relative to assets than 85% of similar nonprofits.

NTEE E86 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

83rd percentile

0.03x

Higher debt load relative to revenue than 83% of similar nonprofits.

NTEE E86 • <$500k nonprofits • Source year 2023

Net Margin

60th percentile

29%

Higher net margin than 60% of similar nonprofits.

NTEE E86 • <$500k nonprofits • Source year 2023

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

NTEE E86 • <$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 / Assets85th percentile

Assets

$22,643

No earlier filing loaded for comparison.

Liabilities

$1,813

No earlier filing loaded for comparison.

Net Assets

$20,830

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue83rd percentileNet Margin60th percentile

Revenue

$71,975

No earlier filing loaded for comparison.

Expenses

$51,145

No earlier filing loaded for comparison.

Net Income

$20,830

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2023: $22,643Liabilities 2023: $1,813Net Assets 2023: $20,8302023

Highlighted filing

2023

Assets$22,643
Liabilities$1,813
Net Assets$20,830
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0Revenue 2023: $71,975Expenses 2023: $51,145Net Income 2023: $20,8302023

Highlighted filing

2023

Revenue$71,975
Expenses$51,145
Net Income$20,830
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$22,643
Liabilities
$1,813
Net assets
$20,830
Revenue
$71,975
Expenses
$51,145
Net income
$20,830
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$22.6$1.81$20.8$72.0$51.1$20.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 24, 2024
Return Version
2023v5.1
Gross Receipts
$71,975
Mission and Program Overview

Mission

Impact families with terminal illness

Program Services

DescriptionGrantsExpenses
SENDING YOUNG FAMILIES IMPACTED BY TERMINAL ILLNESS ON ONE SPECIAL ADVENTURE TOGETHER TO CREATE A LASTING MEMORY.-$23,076
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON CARROLLExecutive Director-$0--
STEPHANIE PUTTBoard Chair-$0--
Filing and Contact Details

Filer

Filer Name
Take the Trip Foundation
EIN
92-2966329
Address
5612 LARSON LANE, Charlotte, NC 28270

Signing Officer

Name
Jason Carroll
Title
Executive Direc
Phone
6152956335
Signed
2024-07-24
Discuss with paid preparer
No

Preparer

Firm
Grant Gunter CPA
Address
475 Running Deer Rd, Cornelia, GA 30531
Preparer
Grant Gunter
Phone
7069688746
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountADVERTISING 8,998DUES & SUBSCRIPTIONS 271INSURANCE 219FUNDRAISING EXPENSE 7,546OFFICE EXPENSE 4,864LICENSES 120PROGRAM EXPENSE 23,076AUTOMOBILE EXPENSE 274”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearCREDIT CARD PAYABLE 0 1,813”

Raw XML Appendix124 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/BenefitsPaidToOrForMembersAmt04900
IRS990EZ/BooksInCareOfDetail/PersonNm0JASON CARROLL
IRS990EZ/BooksInCareOfDetail/PhoneNum06152956335
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0869 TUFTHUNTER
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Macon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd031210
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022643
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt071975
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020830
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022643
IRS990EZ/GrossReceiptsAmt071975
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020830
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020830
IRS990EZ/OccupancyRentUtltsAndMaintAmt0441
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JASON CARROLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE PUTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt045368
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0IMPACT FAMILIES WITH TERMINAL ILLNESS
IRS990EZ/PrintingPublicationsPostageAmt0436
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SENDING YOUNG FAMILIES IMPACTED BY TERMINAL ILLNESS ON ONE SPECIAL ADVENTURE TOGETHER TO CREATE A LASTING MEMORY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023076
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01813
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051145
IRS990EZ/TotalProgramServiceExpensesAmt023076
IRS990EZ/TotalRevenueAmt071975
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt071975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt071975
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt071975
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071975
IRS990ScheduleA/Total509Grp/TotalAmt071975
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071975
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt071975
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountADVERTISING 8,998DUES & SUBSCRIPTIONS 271INSURANCE 219FUNDRAISING EXPENSE 7,546OFFICE EXPENSE 4,864LICENSES 120PROGRAM EXPENSE 23,076AUTOMOBILE EXPENSE 274
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearCREDIT CARD PAYABLE 0 1,813
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON CARROLL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum06152956335
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAKE THE TRIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TAKE
ReturnHeader/Filer/EIN0922966329
ReturnHeader/Filer/USAddress/AddressLine1Txt05612 LARSON LANE
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028270
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0825364389
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Grant Gunter CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0475 Running Deer Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cornelia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030531
ReturnHeader/PreparerPersonGrp/PhoneNum07069688746
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Grant Gunter
ReturnHeader/ReturnTs02024-08-21T13:14:42-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.