Civic Intelligence

Institute for the Study of Western Civilization

990 • Fiscal year 2021 • EIN 02-0672159

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 14, 2022

Organization Profilewesternciv.com
10060 Bubb RoadCupertino, CA 95014

(408) 864-4060

Siviq Scores

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

Liabilities / Assets

71st percentile

0.17x

Higher debt load relative to assets than 71% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

67th percentile

0.13x

Higher debt load relative to revenue than 67% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

64th percentile

22%

Higher net margin than 64% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

89th percentile

$104,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

64th percentile

19%

Faster asset growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

35th percentile

0.6%

Faster revenue growth than 35% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$574,711

Up $93,050 (+19%) from 2020

Net Assets

Up

$478,478

Up $167,496 (+54%) from 2020

Liabilities

Down

$96,233

Down $74,446 (-44%) from 2020

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin64th percentile

Revenue

Up

$760,039

Up $4,316 (+0.6%) from 2020

Expenses

Up

$592,543

Up $17,244 (+3.0%) from 2020

Net Income

Down

$167,496

Down $12,928 (-7.2%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$800K$600K$400K$200K$0Assets 2010: $115,077Liabilities 2010: $81,918Net Assets 2010: $33,1592010Assets 2011: $128,195Liabilities 2011: $80,335Net Assets 2011: $47,8602011Assets 2012: $102,913Liabilities 2012: $77,758Net Assets 2012: $25,1552012Assets 2013: $124,098Liabilities 2013: $76,628Net Assets 2013: $47,4702013Assets 2014: $136,312Liabilities 2014: $79,230Net Assets 2014: $57,0822014Assets 2015: $120,802Liabilities 2015: $59,762Net Assets 2015: $61,0402015Assets 2016: $98,465Liabilities 2016: $93,493Net Assets 2016: $4,9722016Assets 2017: $199,790Liabilities 2017: $101,448Net Assets 2017: $98,3422017Assets 2018: $377,795Liabilities 2018: $104,472Net Assets 2018: $273,3232018Assets 2019: $216,319Liabilities 2019: $85,761Net Assets 2019: $130,5582019Assets 2020: $481,661Liabilities 2020: $170,679Net Assets 2020: $310,9822020Assets 2021: $574,711Liabilities 2021: $96,233Net Assets 2021: $478,4782021Assets 2022: $618,774Liabilities 2022: $56,318Net Assets 2022: $562,4562022Assets 2023: $545,171Liabilities 2023: $37,010Net Assets 2023: $508,1612023Assets 2024: $478,399Liabilities 2024: $49,623Net Assets 2024: $428,7762024

Highlighted filing

2021

Assets$574,711
Liabilities$96,233
Net Assets$478,478
Open 2021 Filing

Operations Trend

Revenue Growth35th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $384,471Expenses 2010: $385,364Net Income 2010: -$8932010Expenses 2011: $406,2632011Expenses 2012: $412,3642012Revenue 2013: $435,712Expenses 2013: $413,397Net Income 2013: $22,3152013Revenue 2014: $404,656Expenses 2014: $395,044Net Income 2014: $9,6122014Revenue 2015: $438,782Expenses 2015: $434,824Net Income 2015: $3,9582015Revenue 2016: $390,694Expenses 2016: $446,762Net Income 2016: -$56,0682016Revenue 2017: $525,862Expenses 2017: $432,492Net Income 2017: $93,3702017Revenue 2018: $669,398Expenses 2018: $494,418Net Income 2018: $174,9802018Revenue 2019: $444,442Expenses 2019: $587,207Net Income 2019: -$142,7652019Revenue 2020: $755,723Expenses 2020: $575,299Net Income 2020: $180,4242020Revenue 2021: $760,039Expenses 2021: $592,543Net Income 2021: $167,4962021Revenue 2022: $678,185Expenses 2022: $594,207Net Income 2022: $83,9782022Revenue 2023: $594,681Expenses 2023: $648,976Net Income 2023: -$54,2952023Revenue 2024: $634,086Expenses 2024: $713,471Net Income 2024: -$79,3852024

Highlighted filing

2021

Revenue$760,039
Expenses$592,543
Net Income$167,496
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 14, 2022
Return Version
2021v4.0
Gross Receipts
$760,689
Mission and Program Overview

Mission

To promote the teaching of the western tradition through educational courses, resources and teacher training.

To promote the teaching of the Western Tradition, its relationship to other traditions and its importance in the modern era, through educational courses, resources and teacher training.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$260,228$410,351▲ $150,123
Land, Buildings, and Equipment, Net$63,240$61,052▼ $2,188
Cash and Non-Interest-Bearing Accounts$143,493$56,530▼ $86,963
Pledges and Grants Receivable-$31,388-
Prepaid Expenses and Deferred Charges$13,050$13,050→ $0
Accounts Receivable-$690-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$481,661$574,711▲ $93,050
Other Assets Total$1,650$1,650→ $0
Liabilities
Deferred Revenue$82,730$50,735▼ $31,995
Other Liabilities$47,167--
Grants Payable$40,000$40,000→ $0
Accounts Payable and Accrued Expenses$782$5,498▲ $4,716
Total Liabilities$170,679$96,233▼ $74,446
Net Assets / Fund Balance
Net Assets With Donor Restrictions$302,348$338,646▲ $36,298
Net Assets Without Donor Restrictions$8,634$139,832▲ $131,198
Total Net Assets Fund Balance$310,982$478,478▲ $167,496
Total Liabilities and Net Assets / Fund Balance$481,661$574,711▲ $93,050

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$16,247$73,025$89,272
Leasehold Improvements$30,331$32,612$62,943
Equipment$14,474$44,939$59,413
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
William H FredlundPres/Exec DirectorFT$104,000$104,000
Grace FagladeCFO - PastPT$26,233$26,233
Joan NiemeierCFO - 3/2021PT$8,155$8,155

Board Members and Trustees

NameTitle
Nathaniel CollinsChairman
Dianna Van Der WerffBoard Member
Marian SnowBoard Member
Mary DunlapBoard Member
Mary Ellen CuykendallBoard Member
Mike MillerBoard Member
Robert GarnerBoard Member
Roger SteinSec/Tres
Revenue and Support

Revenue Composition

Contributions and Grants
$364,622
Program Service Revenue
$394,875
Investment Income
$123
Other Revenue
$419
All Other Contributions
$286,067
Change in Net Assets
$167,496
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$279,177
Other Expenses$254,137
Grants and Similar Amounts Paid$59,229
Total Fundraising Expense$942
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$129,312$7,142-$136,454
Current Officers, Directors, Trustees, and Key Employees$86,400$43,988-$130,388
Other Salaries and Wages$115,848$9,093-$124,941
Grants to Domestic Individuals$54,729--$54,729
Office Expenses$24,203$5,253-$29,456
Payroll Taxes$16,938$3,004-$19,942
Fees for Services Other$17,347$737-$18,084
Information Technology$12,103$271-$12,374
Depreciation Depletion$10,220$538-$10,758
Advertising$9,899--$9,899
Grants to Domestic Orgs$4,500--$4,500
Other Employee Benefits$3,320$586-$3,906
Insurance-$1,850-$1,850
Other Expenses$6,450$18,917$942$942
All Other Expenses$631--$631
Total Functional Expenses$500,222$91,379$942$592,543
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Patricia FredlundSister of PresEmploymentNo$10,525

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 35% controlled entity
No
Business relationship with family members
Yes
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, Line 11B: Form 990 Review Process

“The 990 is reviewed for accuracy and completeness by the CFO and President. After any questions are resolved, it is emailed to the board prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The organization has a conflict of interest policy, which requires annual written disclosure of potential conflicts as well as a process for follow-up and resolution of any indentified conflicts.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The process for determining the compensation of officers and key employees (if any) includes review and approval by the independent board and the consideration of relevant comparability data (990's of similar organizations in similar geographic areas.) The deliberations and decisions of the board are documented in the minutes.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Institute for the Study of
EIN
02-0672159
Phone
4088644060
Address
10060 Bubb Road, Cupertino, CA 95014

Signing Officer

Name
William H Fredlund
Title
Pres/Exec Director
Signed
2022-10-14

Organization Details

Principal Officer
William H Fredlund
Formed
2003
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
22
Volunteers
23
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IRS990/MissionDesc0To promote the teaching of the Western Tradition, its relationship to other traditions and its importance in the modern era, through educational courses, resources and teacher training.
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IRS990/OfficeExpensesGrp/TotalAmt029456
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IRS990/OtherExpensesGrp/Desc0Bank and Merchant Fees
IRS990/OtherExpensesGrp/Desc1Classroom Expenses
IRS990/OtherExpensesGrp/Desc2Student Credit Fees
IRS990/OtherExpensesGrp/Desc3Direct Mail Expenses
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IRS990/OtherExpensesGrp/ProgramServicesAmt16450
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0115848
IRS990/OtherSalariesAndWagesGrp/TotalAmt0124941
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03004
IRS990/PayrollTaxesGrp/ProgramServicesAmt016938
IRS990/PayrollTaxesGrp/TotalAmt019942
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013050
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013050
IRS990/PrincipalOfficerNm0William H Fredlund
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1388375
IRS990/ProgSrvcAccomActy2Grp/Desc0Scholarship Program: An important part of the Institute's mission is the extension of full tuition scholarships and cash grants to secondary and college instructors who are currently teaching social sciences or humanities (history, literature, philosophy, art and related courses) in Bay Area schools.During 2021, 30 scholarships of tuition, books and supplies were awarded. In addition, no-cost attendance at lectures on the writings of Shakespeare was provided to 16 scholarship recipients.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt097603
IRS990/ProgSrvcAccomActy2Grp/GrantAmt053329
IRS990/ProgSrvcAccomActy3Grp/Desc0Library: The Kate Curry Library at the Institute includes over 2,700 volumes. It provides students and local educators with resource materials related to current class offerings, the history of the development of civilization, art, literature, language and music. Volunteers work in acquisitions, book processing, online cataloging, circulation, special collections, patron assistance and general library maintenance. New acquisitions are funded by monetary gifts and program revenue. Book donations are accepted. Library policies and a searchable catalog of books are available at the Institute's website: www.westernciv.com.
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0349561
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt050438
IRS990/PYInvestmentIncomeAmt0132
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleE/ComplianceWithRevProc7550Ind0false
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The policy is published on the Institute's website, in brochures, and was published in the San Jose Metro on October 20, 2021.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Tuition, books and supplies
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0Tuition books & supplies provided
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt130
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0cost

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$574,711
Liabilities
$96,233
Net assets
$478,478
Revenue
$760,039
Expenses
$592,543
Net income
$167,496
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.78$0.50$4.29$6.34$7.13$0.79
2023Detailed filing. Detailed filing data is available for this year.$5.45$0.37$5.08$5.95$6.49$0.54
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.19$0.56$5.62$6.78$5.94$0.84
2021Detailed filing. Detailed filing data is available for this year.$5.75$0.96$4.78$7.60$5.93$1.67
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$1.71$3.11$7.56$5.75$1.80
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.86$1.31$4.44$5.87$1.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$1.04$2.73$6.69$4.94$1.75
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$1.01$0.98$5.26$4.32$0.93
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.93$0.05$3.91$4.47$0.56
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.60$0.61$4.39$4.35$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.36$0.79$0.57$4.05$3.95$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.24$0.77$0.47$4.36$4.13$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.78$0.25$4.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.80$0.48$4.06
2010Summary only. Only limited summary data is available for this year.$1.15$0.82$0.33$3.84$3.85$0.01