Esteem a Total Transformation FY2020 filing

Tax-deductible

Greensboro, NC501(c)(3)Human ServicesEIN 20-3325390Revenue $141K in FY2020

On file with the IRSesteem-att.com304 Pomona Dr Ste B, 27407-1651 · Greensboro, NCTax-exempt since Aug 2014Publicly supported charity — 170(b)(1)(A)(vi)

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Transformimg lives of induividuals through health and wellness education. Assisting clients with their full body and mind health.

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
$36K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average deficit $4K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$36K
to officers and key staff · 26% of spending
Worth a look: pay to officers and key staff is 26% of spending; over 20%.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.1 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $25
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 1 voting members
Concern: none of 1 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$141K
Spent
$140K
To programs
73%
Net assets
$18K
By yearFY2020–FY2024
Revenue
$141K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$141K
FY2021$187K
FY2022$187K
FY2023$180K
FY2024$188K
Expenses
$140K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$140K
FY2021$196K
FY2022$212K
FY2023$180K
FY2024$173K
Net assets
$18K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$18K
FY2021$0
FY2022$0
FY2023$189
FY2024$0

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Exemption reinstated (2014-05-15). Per the IRS revocation list. Latest filing on record: FY2024. IRS ruling in Aug 2014.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $103K Management & general 27% · $37K Fundraising 0% · $347

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990; $36K paid to officers and key staff.

Part VII, Section A · reportable compensation
$36,385Pt VII · Sec A

Donna Nealy’s $54K as Owner is at the 43rd percentile of top reported officer pay among 2167 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Donna Nealy$54,000$54,000$1,000$1,000$36,385

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Empowering individuals with health and wellness education for complete mind and body well-being.

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Provided by the organization

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1 program · in their own filed words · FY2020
01

Program is set up to help people with whole wellness and fitness at a reasonable price

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$25

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$141K
Ln 12
Fees for servicesLn 2g$119K
Gifts and grantsLn 1h$18K
Other incomeLn 4–11$4K
Money outPt IX
$140K
Ln 25
Programscol B$103K
Managementcol C$37K
Fundraisingcol D$347
Owns and owesPt X
$18K
net assets · Ln 32
Cash and savingsLn 1–2$622
Total assetsLn 16$18K
LiabilitiesLn 26$0
PeoplePt VI, VII
1
listed · VII A
PaidVII A1
Voting boardVI 1a1
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$18K
Fundraising eventsLn 1c$461
Fees for servicesLn 2g$119K
Other incomeLn 4–11$4K
Total revenueLn 12$141K
Assets in detailPt X, end of year
CashLn 1$622
Cash and savings togetherLn 1–2$622
Other assetsLn 15$18K
Total assetsLn 16$18K
LiabilitiesLn 26$0
Net assetsLn 32$18K
OperationsPt I, VI
EmployeesI 50
VolunteersI 68
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$165$622
Total assetsLn 16$18K$18K
LiabilitiesLn 26$0$0
Net assetsLn 32$18K$18K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$36K$36K
Other salaries and wagesLn 7$19K$19K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$5K$4K$347
Information technologyLn 14$2K$2K
OccupancyLn 16$30K$30K
TravelLn 17$551$551
Conferences, conventions and meetingsLn 19$6K$6K
InterestLn 20$9K$9K
Payments to affiliatesLn 21$12K$12K
InsuranceLn 23$2K$1K$554
Other expenses (24a–d)Ln 24$17K$17K
All other expensesLn 24e$51$51
Total functional expensesLn 25$140K$103K$37K$347

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $188K$173K$15K$0 990 PDF
FY2023 $180K$180K$189$189 990 PDF
FY2022 $187K$212K−$25K$0 990 PDF
FY2021 $187K$196K−$8K$0 990 PDF
FY2020 Viewing $141K$140K$457$18K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $140,904 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $12,000$18,263
I-9 Program service revenuePrior year $107,181$118,998
I-10 Investment income$0
I-11 Other revenuePrior year $585$3,643
I-12 Total revenuePrior year $119,766$140,904
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $56,090$55,554
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $63,395$84,893
I-18 Total expensesPrior year $119,485$140,447
I-19 Revenue less expensesPrior year $281$457
Part VI · Governance 0 of 1 board members independent, 4 to look at
VI-1a Voting members of the governing body1
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $140,904 across 5 lines filed
Lines not itemized here account for $120,972 of total revenue; see the IRS return.
VIII-1c Fundraising events$461
VIII-1f All other contributions, gifts and grants$17,802
VIII-1h Total contributions, gifts and grants$18,263
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,669$1,669
VIII-12 Total revenueRelated to mission $118,998$140,904
Part IX · Statement of functional expenses $140,447 across 13 lines filed
IX-5 Pay of current officers, directors and key staffManagement $36,385$36,385
IX-7 Other salaries and wagesPrograms $19,169$19,169
IX-12 Advertising and promotionPrograms $1,841$1,841
IX-13 Office expensesPrograms $4,399 · Fundraising $347$4,746
IX-14 Information technologyPrograms $1,548$1,548
IX-16 OccupancyPrograms $29,959$29,959
IX-17 TravelManagement $551$551
IX-19 Conferences, conventions and meetingsPrograms $6,046$6,046
IX-20 InterestPrograms $8,567$8,567
IX-21 Payments to affiliatesPrograms $12,215$12,215
IX-23 InsurancePrograms $1,378 · Management $554$1,932
IX-24 Other expenses (24a–d)Programs $17,437$17,437
IX-24e All other expensesPrograms $51$51
IX-25 Total functional expensesPrograms $102,610 · Management $37,490 · Fundraising $347$140,447
Part X · Balance sheet $18,410 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $165$622
X-15 Other assetsStart of year $17,788$17,788
X-16 Total assetsStart of year $17,953$18,410
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $17,953$18,410
X-33 Total liabilities and net assetsStart of year $17,953$18,410
Part XI · Reconciliation of net assets $18,410 net assets at year end
XI-1 Total revenue$140,904
XI-2 Total expenses$140,447
XI-3 Revenue less expenses$457
XI-4 Net assets at start of year$17,953
XI-10 Net assets at end of year$18,410

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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