Civic Intelligence

The Holden Foundation

990EZ • Fiscal year 2019 • EIN 02-0538138

Jan 01, 2019 to Dec 31, 2019 • Filed on May 04, 2020

228 Cooper RdSanta Barbara, CA 93109

(805) 448-6483

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

62nd percentile

9.6%

Higher net margin than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

98th percentile

505%

Faster asset growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

76%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$15,089

Up $12,596 (+505%) from 2018

Net Assets

Up

$15,089

Up $12,296 (+440%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$130,667

Up $56,475 (+76%) from 2018

Expenses

Up

$118,136

Up $44,433 (+60%) from 2018

Net Income

Up

$12,531

Up $12,042 (+2463%) from 2018

Historical Trend

Balance Sheet Trend

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

$20K$10K$0-$10KAssets 2017: $2,369Liabilities 2017: $02017Assets 2018: $2,493Net Assets 2018: $2,7932018Assets 2019: $15,089Liabilities 2019: $0Net Assets 2019: $15,0892019Assets 2020: $6,455Liabilities 2020: $15,000Net Assets 2020: -$8,5452020Assets 2021: $11,228Liabilities 2021: $0Net Assets 2021: $11,2282021

Highlighted filing

2019

Assets$15,089
Liabilities$0
Net Assets$15,089

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2017: $63,287Expenses 2017: $60,975Net Income 2017: $2,3122017Revenue 2018: $74,192Expenses 2018: $73,703Net Income 2018: $4892018Revenue 2019: $130,667Expenses 2019: $118,136Net Income 2019: $12,5312019Revenue 2020: $67,742Expenses 2020: $91,375Net Income 2020: -$23,6332020Revenue 2021: $12,233Expenses 2021: $7,678Net Income 2021: $4,5552021

Highlighted filing

2019

Revenue$130,667
Expenses$118,136
Net Income$12,531
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 4, 2020
Return Version
2019v5.0
Gross Receipts
$130,667
Mission and Program Overview

Mission

To educate and inform members of the community through essential and authentic dialogue and engagement

Program Services

DescriptionGrantsExpenses
TO EDUCATE AND INFORM MEMBERS OF THE COMMUNITY THROUGH ESSENTIAL AND AUTHENTIC DIALOGUE AND ENGAGEMENT-$94,531
COMMON TABLE: DIVISIVENESS AND CONFLICT ARE FUELED BY THE INABILITY TO SEE EACH OTHER AS PEOPLE, WITH MUCH MORE IN COMMON THAN WE ARE OFTEN LED TO BELIEVE. WALTER CAPPS STATED THAT "WE ARE STRONGEST AS PEOPLE WHEN WE ARE DIRECTED BY THAT WHICH UNITES US, RATHER THAN GIVING INTO THE FEARS, SUSPICIONS, INNUENDOS AND PARANOIAS THAT DIVIDE." SITTING DOWN FOR A MEAL TOGETHER IS ONE OF THE MOST FUNDAMENTAL WAYS TO BRIDGE DIVISIONS AND BUILD COMMUNITY. IT IS A BASIC STARTING POINT TOWARD DEEPER UNDERSTANDING AND RELATIONSHIP-BUILDING. COMMON TABLE REPRESENTS A GROWING NUMBER OF RATHER UNCOMMON EVENTS AROUND THE COMMUNITY FOR DOING JUST THAT. NO SPEECHES, NO POLITICS, NO AWARDS JUST FOOD AND CONVERSATION.--
COFFEE CONVERSATIONS: A SERIES OF INCLUSIVE COMMUNITY CONVERSATIONS INSPIRED BY "VOICES OF THE STRANGER," A COURSE TAUGHT BY WALTER CAPPS AT U.C. SANTA BARBARA. THIS PROGRAM LAUNCHED IN FEBRUARY, 2019, WITH AN EVENT ENTITLED "COFFEE WITH A BLACK GUY," (PHOTOS AND VIDEO BELOW) HOSTED BY JAMES JOYCE III, FEATURING, COFFEE, CONNECTION, AND CONVERSATION ABOUT THE OFTEN TOUGH AND UNCOMFORTABLE REALITIES THAT IMPACT SOME OF US, THEREFORE ALL OF US AS A WHOLE.--
UNITED BY ART UNITED BY ART (FORMERLY CREATIVE DEMOCRACY) BRINGS ARTISTS AND THEIR FANS FROM ALL CORNERS OF OUR COMMUNITY TOGETHER AROUND THE COMMONALITY OF ART AND CREATIVITY. EACH UNIQUE EVENT FEATURES AN UNEXPECTED DIVERSITY OF VISUAL ARTISTS, MUSICIANS, POETS, DANCERS, STORYTELLERS, WHO ARE OTHERWISE UNLIKELY TO SHARE A STAGE TOGETHER.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD CAPPSPresident-$0--
Filing and Contact Details

Filer

Filer Name
Lois and Walter Capps Project
EIN
02-0538138
Phone
8054486483
Address
228 COOPER RD, SANTA BARBARA, CA 93109

Signing Officer

Name
Todd Capps
Title
President
Phone
8054486483
Signed
2020-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Balanced Wealth Planning Inc
Address
55 S LA CUMBRE RD 12, SANTA BARBARA, CA 93105
Preparer
Steven Symer CPA
Phone
8059670064
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising/marketing 1,017 website services 1,388 rent 5,412 supplies 790 event expenses 18,295 meals and entertainment 660 cogs/merchant fees 1,390 bank charges and fees 34 taxes/license 105 dues/subscriptions 1,035 total 30,126

Form 990-ez, Part III

To educate and inform members of the community through essential and authentic dialogue and engagement

Form 990-ez, Part III, Line 28

Common table: divisiveness and conflict are fueled by the inability to see each other as people, with much more in common than we are often led to believe. Walter capps stated that "we are strongest as people when we are directed by that which unites us, rather than giving into the fears, suspicions, innuendos and paranoias that divide." sitting down for a meal together is one of the most fundamental ways to bridge divisions and build community. It is a basic starting point toward deeper understanding and relationship-building. Common table represents a growing number of rather uncommon events around the community for doing just that. No speeches, no politics, no awards just food and conversation.

Form 990-ez, Part III, Line 29

Coffee conversations: a series of inclusive community conversations inspired by "voices of the stranger," a course taught by walter capps at u.c. Santa barbara. This program launched in february, 2019, with an event entitled "coffee with a black guy," (photos and video below) hosted by james joyce iii, featuring, coffee, connection, and conversation about the often tough and uncomfortable realities that impact some of us, therefore all of us as a whole.

Form 990-ez, Part III, Line 30

United by art united by art (formerly creative democracy) brings artists and their fans from all corners of our community together around the commonality of art and creativity. Each unique event features an unexpected diversity of visual artists, musicians, poets, dancers, storytellers, who are otherwise unlikely to share a stage together.

Form 990-ez, Part III, Line 31

To educate and inform members of the community through essential and authentic dialogue and engagement

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING/MARKETING 1,017 WEBSITE SERVICES 1,388 RENT 5,412 SUPPLIES 790 EVENT EXPENSES 18,295 MEALS AND ENTERTAINMENT 660 COGS/MERCHANT FEES 1,390 BANK CHARGES AND FEES 34 TAXES/LICENSE 105 DUES/SUBSCRIPTIONS 1,035 TOTAL 30,126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO EDUCATE AND INFORM MEMBERS OF THE COMMUNITY THROUGH ESSENTIAL AND AUTHENTIC DIALOGUE AND ENGAGEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMON TABLE: DIVISIVENESS AND CONFLICT ARE FUELED BY THE INABILITY TO SEE EACH OTHER AS PEOPLE, WITH MUCH MORE IN COMMON THAN WE ARE OFTEN LED TO BELIEVE. WALTER CAPPS STATED THAT "WE ARE STRONGEST AS PEOPLE WHEN WE ARE DIRECTED BY THAT WHICH UNITES US, RATHER THAN GIVING INTO THE FEARS, SUSPICIONS, INNUENDOS AND PARANOIAS THAT DIVIDE." SITTING DOWN FOR A MEAL TOGETHER IS ONE OF THE MOST FUNDAMENTAL WAYS TO BRIDGE DIVISIONS AND BUILD COMMUNITY. IT IS A BASIC STARTING POINT TOWARD DEEPER UNDERSTANDING AND RELATIONSHIP-BUILDING. COMMON TABLE REPRESENTS A GROWING NUMBER OF RATHER UNCOMMON EVENTS AROUND THE COMMUNITY FOR DOING JUST THAT. NO SPEECHES, NO POLITICS, NO AWARDS JUST FOOD AND CONVERSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COFFEE CONVERSATIONS: A SERIES OF INCLUSIVE COMMUNITY CONVERSATIONS INSPIRED BY "VOICES OF THE STRANGER," A COURSE TAUGHT BY WALTER CAPPS AT U.C. SANTA BARBARA. THIS PROGRAM LAUNCHED IN FEBRUARY, 2019, WITH AN EVENT ENTITLED "COFFEE WITH A BLACK GUY," (PHOTOS AND VIDEO BELOW) HOSTED BY JAMES JOYCE III, FEATURING, COFFEE, CONNECTION, AND CONVERSATION ABOUT THE OFTEN TOUGH AND UNCOMFORTABLE REALITIES THAT IMPACT SOME OF US, THEREFORE ALL OF US AS A WHOLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNITED BY ART UNITED BY ART (FORMERLY CREATIVE DEMOCRACY) BRINGS ARTISTS AND THEIR FANS FROM ALL CORNERS OF OUR COMMUNITY TOGETHER AROUND THE COMMONALITY OF ART AND CREATIVITY. EACH UNIQUE EVENT FEATURES AN UNEXPECTED DIVERSITY OF VISUAL ARTISTS, MUSICIANS, POETS, DANCERS, STORYTELLERS, WHO ARE OTHERWISE UNLIKELY TO SHARE A STAGE TOGETHER.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 29
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