Civic Intelligence

Canopy

990 • Fiscal year 2015 • EIN 01-0565752

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 13, 2015

Refreshing map…

3921 East Bayshore RoadPalo Alto, CA 94303

(650) 964-6110

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

100th percentile

$109,500

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

90th percentile

53%

Faster asset growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

76th percentile

22%

Faster revenue growth than 76% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$370,825

Up $128,831 (+53%) from 2014

Net Assets

Up

$370,825

Up $128,922 (+53%) from 2014

Liabilities

Down

$0

Down $91 (-100%) from 2014

Revenue

Up

$653,010

Up $118,881 (+22%) from 2014

Expenses

Down

$523,958

Down $12,388 (-2.3%) from 2014

Net Income

Up

$129,052

Up $131,269 (+5921%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $164,063Liabilities 2011: $0Net Assets 2011: $164,0632011Assets 2012: $376,763Liabilities 2012: $0Net Assets 2012: $376,7632012Assets 2013: $244,059Liabilities 2013: $0Net Assets 2013: $244,0592013Assets 2014: $241,994Liabilities 2014: $91Net Assets 2014: $241,9032014Assets 2015: $370,825Liabilities 2015: $0Net Assets 2015: $370,8252015Assets 2016: $510,982Liabilities 2016: $22,995Net Assets 2016: $487,9872016Assets 2017: $634,495Liabilities 2017: $23,843Net Assets 2017: $610,6522017Assets 2018: $638,746Liabilities 2018: $38,781Net Assets 2018: $599,9652018Assets 2019: $659,953Liabilities 2019: $51,778Net Assets 2019: $608,1752019Assets 2020: $884,335Liabilities 2020: $235,025Net Assets 2020: $649,3102020Assets 2021: $1,186,624Liabilities 2021: $217,032Net Assets 2021: $969,5922021Assets 2022: $1,206,340Liabilities 2022: $73,624Net Assets 2022: $1,132,7162022Assets 2023: $1,026,083Liabilities 2023: $85,954Net Assets 2023: $940,1292023Assets 2024: $749,455Liabilities 2024: $105,024Net Assets 2024: $644,4312024

Highlighted filing

2015

Assets$370,825
Liabilities$0
Net Assets$370,825

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $389,009Expenses 2011: $368,288Net Income 2011: $20,7212011Revenue 2012: $562,746Expenses 2012: $350,046Net Income 2012: $212,7002012Revenue 2013: $385,473Expenses 2013: $518,177Net Income 2013: -$132,7042013Revenue 2014: $534,129Expenses 2014: $536,346Net Income 2014: -$2,2172014Revenue 2015: $653,010Expenses 2015: $523,958Net Income 2015: $129,0522015Revenue 2016: $728,128Expenses 2016: $651,195Net Income 2016: $76,9332016Revenue 2017: $886,862Expenses 2017: $764,077Net Income 2017: $122,7852017Revenue 2018: $823,307Expenses 2018: $817,747Net Income 2018: $5,5602018Revenue 2019: $944,555Expenses 2019: $936,319Net Income 2019: $8,2362019Revenue 2020: $1,131,813Expenses 2020: $1,091,059Net Income 2020: $40,7542020Revenue 2021: $1,415,633Expenses 2021: $1,097,743Net Income 2021: $317,8902021Revenue 2022: $1,527,418Expenses 2022: $1,364,245Net Income 2022: $163,1732022Revenue 2023: $1,643,807Expenses 2023: $1,836,101Net Income 2023: -$192,2942023Revenue 2024: $1,684,558Expenses 2024: $1,980,735Net Income 2024: -$296,1772024

Highlighted filing

2015

Revenue$653,010
Expenses$523,958
Net Income$129,052
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$653,010
Mission and Program Overview

Mission

Canopy's mission is to grow urban tree canopy in midpeninsula communities for the benefit of all.

Canopy provides educational, tree care and planting programs to palo alto and neighboring communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$239,906$334,698▲ $94,792
Land, Buildings, and Equipment, Net$1,866$35,823▲ $33,957
Cash and Non-Interest-Bearing Accounts$222$304▲ $82
Total Assets$241,994$370,825▲ $128,831
Liabilities
Accounts Payable and Accrued Expenses$91--
Total Liabilities$91$0▼ $91
Net Assets / Fund Balance
Unrestricted Net Assets$241,903$211,985▼ $29,918
Temporarily Rstr Net Assets-$158,840-
Total Net Assets Fund Balance$241,903$370,825▲ $128,922
Total Liabilities and Net Assets / Fund Balance$241,994$370,825▲ $128,831

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$35,823$7,988$43,811
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Catherine MartineauExecutive DirectorFT$109,500$109,500

Board Members and Trustees

NameTitle
David CollinsChair
SALLY O'NEILVice Chair
Geoff PaulsenBoard Member
Kate DisneyBoard Member
Leila Abu-sharrBoard Member
Marty DeggellerBoard Member
Sesha SrinivasachariBoard Member
Susan RosenbergBoard Member
Wen Shu TangBoard Member
Marilyn KellerSecretary
Beth LimTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$531,255
Program Service Revenue
$120,959
Investment Income
$161
Other Revenue
$635
All Other Contributions
$531,255
Change in Net Assets
$129,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$395,567
Other Expenses$128,391
Total Fundraising Expense$117,423
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$156,362$18,942$58,017$233,321
Current Officers, Directors, Trustees, and Key Employees$76,890$11,650$27,960$116,500
Fees for Services Other$21,333$10,151$15,806$47,290
Payroll Taxes$22,092$2,209$3,314$27,615
Other Employee Benefits$14,505$1,451$2,175$18,131
Occupancy$12,084$854$1,282$14,220
All Other Expenses$4,240$3,112$2,612$9,964
Insurance$6,284$628$943$7,855
Office Expenses$3,783$636$969$5,388
Other Expenses$3,707$114$165$3,707
Fees for Services Accounting-$2,650-$2,650
Depreciation Depletion$2,254$80$120$2,454
Travel$2,160$63$55$2,278
Conferences and Meetings$1,077--$1,077
Advertising$360--$360
Total Functional Expenses$353,864$52,671$117,423$523,958
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Backup withholding compliance
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
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 11

A copy of the 990 is provided to each member of the board of directors. Any questions are answered before the board approves filing.

Form 990, Part VI, Section B, Line 12C

The organization regularly and consistently monitors and enforces compliance with its policy by holding scheduled board meetings.

Form 990, Part VI, Section B, Line 15

The governing board annually reviews staff compensation and salaries.

Form 990, Part VI, Section C, Line 19

The organization provides its governing documents, conflict of interest policy and financial statements to anyone requesting them. Furthermore, the california attorney general maintains a publicly viewable website with scanned copies of the organization's 990 information returns.

Filing and Contact Details

Filer

Filer Name
Canopy
EIN
01-0565752
Phone
6509646110
Address
3921 EAST BAYSHORE ROAD, PALO ALTO, CA 94303

Signing Officer

Name
Catherine Martineau
Title
Executive Director
Phone
6509646110
Signed
2015-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Catherine Martineau
Formed
2002
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
7
Volunteers
1,300

Preparer

Firm
Morton & Associates Inc
Address
2479 EAST BAYSHORE ROAD SUITE 285, PALO ALTO, CA 94303
Preparer
Jack Morton
Phone
6503236665
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IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03314
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02209
IRS990/PayrollTaxesGrp/ProgramServicesAmt022092
IRS990/PayrollTaxesGrp/TotalAmt027615
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CATHERINE MARTINEAU
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0812900
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0120959
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0120959
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0405486
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0102
IRS990/PYOtherExpensesAmt0184212
IRS990/PYOtherRevenueAmt02427
IRS990/PYProgramServiceRevenueAmt0126114
IRS990/PYRevenuesLessExpensesAmt0-2217
IRS990/PYSalariesCompEmpBnftPaidAmt0352134
IRS990/PYTotalExpensesAmt0536346
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0534129
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0129052
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0121594
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0239906
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0334698
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0531255
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0405484
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0239077
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0475058
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0302840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01953714
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0161
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0102
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0437
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0601
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0666
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01967
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0120959
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0126114
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0142986
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt083210
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt083220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0556489
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0161
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0102
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0437
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0601
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0666
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01967
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00130
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0635
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt02427
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt02973
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt03877
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02283
IRS990ScheduleA/OtherIncome509Grp/TotalAmt012195
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99440
IRS990ScheduleA/PublicSupportPY509Pct00.99300
IRS990ScheduleA/PublicSupportTotal509Amt02510203
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0652214
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0531598
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0382063
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0558268
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0386060
IRS990ScheduleA/Total509Grp/TotalAmt02510203
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0653010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0534127
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0385473
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0562746
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0389009
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02524365
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/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt035823
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07988
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt043811
IRS990ScheduleD/TotalBookValueLandBuildingsAmt035823
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS. ANY QUESTIONS ARE ANSWERED BEFORE THE BOARD APPROVES FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS POLICY BY HOLDING SCHEDULED BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING BOARD ANNUALLY REVIEWS STAFF COMPENSATION AND SALARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO ANYONE REQUESTING THEM. FURTHERMORE, THE CALIFORNIA ATTORNEY GENERAL MAINTAINS A PUBLICLY VIEWABLE WEBSITE WITH SCANNED COPIES OF THE ORGANIZATION'S 990 INFORMATION RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0158840
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0241994
IRS990/TotalAssetsEOYAmt0370825
IRS990/TotalAssetsGrp/BOYAmt0241994
IRS990/TotalAssetsGrp/EOYAmt0370825
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0531255
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0117423
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt052671
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0353864
IRS990/TotalFunctionalExpensesGrp/TotalAmt0523958
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt091

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.75$0.11$0.64$1.68$1.98$0.30
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.09$0.94$1.64$1.84$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.07$1.13$1.53$1.36$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.22$0.97$1.42$1.10$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.24$0.65$1.13$1.09$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.05$0.61$0.94$0.94$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.04$0.60$0.82$0.82$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.02$0.61$0.89$0.76$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.02$0.49$0.73$0.65$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.65$0.52$0.13
2014Summary only. Only limited summary data is available for this year.$0.24$0.00$0.24$0.53$0.54$0.00
2013Summary only. Only limited summary data is available for this year.$0.24$0.00$0.24$0.39$0.52$0.13
2012Summary only. Only limited summary data is available for this year.$0.38$0.00$0.38$0.56$0.35$0.21
2011Summary only. Only limited summary data is available for this year.$0.16$0.00$0.16$0.39$0.37$0.02