Civic Intelligence

Fii - National

990 • Fiscal year 2016 • EIN 02-0784790

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 15, 2017

Organization Profilewww.fii.org

View Organization Page

1201 Martin Luther King Way No 100Oakland, CA 94612

(510) 452-9341

Siviq Scores

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

Liabilities / Assets

29th percentile

0.04x

Higher debt load relative to assets than 29% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

28th percentile

0.07x

Higher debt load relative to revenue than 28% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

12th percentile

-25%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

79th percentile

$217,442

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

8th percentile

-12%

Faster asset growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-39%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$6,092,116

Down $797,514 (-12%) from 2015

Net Assets

Down

$5,829,383

Down $966,593 (-14%) from 2015

Liabilities

Up

$262,733

Up $169,079 (+181%) from 2015

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin12th percentile

Revenue

Down

$3,832,026

Down $2,446,969 (-39%) from 2015

Expenses

Down

$4,798,619

Down $115,245 (-2.3%) from 2015

Net Income

Down

-$966,593

Down $2,331,724 (-171%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$100M$50M$0Assets 2011: $2,867,385Liabilities 2011: $173,306Net Assets 2011: $2,694,0792011Assets 2012: $2,133,748Liabilities 2012: $100,372Net Assets 2012: $2,033,3762012Assets 2013: $4,155,824Liabilities 2013: $128,302Net Assets 2013: $4,027,5222013Assets 2014: $5,519,380Liabilities 2014: $88,535Net Assets 2014: $5,430,8452014Assets 2015: $6,889,630Liabilities 2015: $93,654Net Assets 2015: $6,795,9762015Assets 2016: $6,092,116Liabilities 2016: $262,733Net Assets 2016: $5,829,3832016Assets 2017: $7,438,251Liabilities 2017: $143,989Net Assets 2017: $7,294,2622017Assets 2018: $7,878,117Liabilities 2018: $194,736Net Assets 2018: $7,683,3812018Assets 2019: $14,392,023Liabilities 2019: $2,493,854Net Assets 2019: $11,898,1692019Assets 2020: $54,146,358Liabilities 2020: $7,127,991Net Assets 2020: $47,018,3672020Assets 2021: $80,240,308Liabilities 2021: $2,437,009Net Assets 2021: $77,803,2992021Assets 2022: $56,476,949Liabilities 2022: $4,737,639Net Assets 2022: $51,739,3102022Assets 2023: $45,161,924Liabilities 2023: $5,120,820Net Assets 2023: $40,041,1042023Assets 2024: $34,985,994Liabilities 2024: $1,660,550Net Assets 2024: $33,325,4442024

Highlighted filing

2016

Assets$6,092,116
Liabilities$262,733
Net Assets$5,829,383
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$200M$150M$100M$50M$0-$50MRevenue 2011: $2,277,748Expenses 2011: $2,082,945Net Income 2011: $194,8032011Revenue 2012: $1,743,849Expenses 2012: $2,404,552Net Income 2012: -$660,7032012Revenue 2013: $5,166,873Expenses 2013: $3,172,727Net Income 2013: $1,994,1462013Revenue 2014: $6,113,360Expenses 2014: $4,710,037Net Income 2014: $1,403,3232014Revenue 2015: $6,278,995Expenses 2015: $4,913,864Net Income 2015: $1,365,1312015Revenue 2016: $3,832,026Expenses 2016: $4,798,619Net Income 2016: -$966,5932016Revenue 2017: $7,521,269Expenses 2017: $6,056,390Net Income 2017: $1,464,8792017Revenue 2018: $7,398,317Expenses 2018: $7,009,198Net Income 2018: $389,1192018Revenue 2019: $11,419,149Expenses 2019: $7,204,361Net Income 2019: $4,214,7882019Revenue 2020: $172,762,647Expenses 2020: $137,642,449Net Income 2020: $35,120,1982020Revenue 2021: $76,416,139Expenses 2021: $45,631,207Net Income 2021: $30,784,9322021Revenue 2022: $18,412,733Expenses 2022: $42,063,585Net Income 2022: -$23,650,8522022Revenue 2023: $18,317,169Expenses 2023: $30,807,584Net Income 2023: -$12,490,4152023Revenue 2024: $19,229,843Expenses 2024: $26,267,043Net Income 2024: -$7,037,2002024

Highlighted filing

2016

Revenue$3,832,026
Expenses$4,798,619
Net Income-$966,593
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 15, 2017
Return Version
2016v3.0
Gross Receipts
$3,832,026
Mission and Program Overview

Mission

The Family Independence Initiative is in the information business. We enable America to see the power and potential of low-income families, and enable families to come together, and access the resources they want to thrive. We seek to catalyze: A marketplace of opportunity and investment for low-income families in the US. A movement that transforms the stereotypes, practices, and policies that currently undermine families efforts to get ahead

We trust and invest in low-income families across the nation so they can work individually and collectively to achieve prosperity.WE SEEK TO CATALYZE:-A MARKETPLACE OF OPPORTUNITY AND INVESTMENT FOR LOW-INCOME FAMILIES IN THE US.-A MOVEMENT THAT TRANSFORMS THE STEREOTYPES, PRACTICES, AND POLICIES THAT CURRENTLY UNDERMINE FAMILIES' EFFORTS TO GET AHEAD.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$4,816,333$4,352,001▼ $464,332
Cash and Non-Interest-Bearing Accounts$1,972,750$1,599,236▼ $373,514
Accounts Receivable$83,911$121,628▲ $37,717
Prepaid Expenses and Deferred Charges$5,880$8,649▲ $2,769
Total Assets$6,889,629$6,092,116▼ $797,513
Other Assets Total$10,755$10,602▼ $153
Liabilities
Accounts Payable and Accrued Expenses$33,653$162,733▲ $129,080
Unsecured Notes Loans Payable$60,000$100,000▲ $40,000
Total Liabilities$93,653$262,733▲ $169,080
Net Assets / Fund Balance
Temporarily Rstr Net Assets$4,321,212$5,860,220▲ $1,539,008
Unrestricted Net Assets$2,474,764$-30,837▼ $2,505,601
Total Net Assets Fund Balance$6,795,976$5,829,383▼ $966,593
Total Liabilities and Net Assets / Fund Balance$6,889,629$6,092,116▼ $797,513
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mauricio Lim MillerPresidentFT$210,000$7,442$217,442
Sharif Samer MasryCTOFT$162,446$20,453$182,899
Jesus GerenaCEOFT$161,131$12,287$173,418
Jorge BlandonVice PresidentFT$155,000$12,395$167,395
David HendersonChief Data OfficerFT$135,882$8,731$144,613
Michelle ChaoCOOFT$131,124$13,238$144,362

Board Members and Trustees

NameTitle
John Tony MayerBoard Chair
Chris Herron Thru 7116Board member
Clara MillerBoard member
Diana SmithBoard member
Jesse CassoBoard member
Melinda MarbleBoard member
Michele JolinBoard member
Paula SneedBoard member
Stephen SchaibleBoard member

Highest Paid Contractors

ContractorServicesLocationCompensation
The Raben GroupCommunications support1341 G Street NW Floor 5, Washington, DC 20005$105,000
Revenue and Support

Revenue Composition

Contributions and Grants
$3,531,205
Program Service Revenue
$299,008
Investment Income
$1,813
Other Revenue
$0
All Other Contributions
$3,531,205
Change in Net Assets
$-966,593

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$152,409Fair Market Value (FMV)
Clothing and Household Goods-$22,523Fair Market Value (FMV)
Total Noncash Contributions1$174,932-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,832,026
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,832,026
Total Revenue per Form 990
$3,832,026
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,970,235
Grants and Similar Amounts Paid$1,688,991
Other Expenses$1,008,616
Total Fundraising Expense$731,416
Professional Fundraising Fees$130,777

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,688,991--$1,688,991
Other Salaries and Wages$635,058$193,595$260,022$1,088,675
Fees for Services Other$595,816--$595,816
Current Officers, Directors, Trustees, and Key Employees$343,808$87,899$126,549$558,256
Other Employee Benefits$108,159$36,043$36,043$180,245
Occupancy$46,208$44,849$44,849$135,906
Fees for Services Professional Fundraising--$130,777$130,777
Travel$41,965$40,731$40,731$123,427
Payroll Taxes$39,305$38,149$38,149$115,603
Office Expenses$19,322$18,885$18,813$57,020
Fees for Services Accounting$27,854$10,439$10,439$48,732
Other Expenses$13,096$13,570$13,489$40,155
Pension Plan Contributions$9,336$9,060$9,060$27,456
Insurance$2,091$2,030$2,030$6,151
Fees for Services Legal$479$465$465$1,409
Total Functional Expenses$3,571,488$495,715$731,416$4,798,619

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,798,619
Total Expenses per Audited Statements$4,798,619
Total Expenses per Form 990$4,798,619
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$130,777
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
Audit committee
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
No
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 11B

“The Board of Directors reviews Form 990 in draft form before filing.”

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

“THE EXECUTIVE COMMITTEE REGULARLY AND CONSISTENTLY MONITORS AND ENFORCEs COMPLIANCE OF CONFLICT OF INTEREST POLICY BY REVIEWING ANNUAL STATEMENTS AND TAKING SUCH OTHER ACTIONS AS NECESSARY FOR EFFECTIVE OVERSIGHT.”

Form 990, Part VI, Section B, line 15A

“The Board of Directors and Compensation Committee review other non-profit organizations compensation amounts for comparative purposes and final approval is granted by the Board and committee.”

Form 990, Part VI, Section C, line 19

“Form 990 and other required disclosures are available upon request.”

Filing and Contact Details

Filer

Filer Name
FII - National
EIN
02-0784790
Phone
5104529341
Address
1201 Martin Luther King Way No 100, Oakland, CA 94612
Doing Business As
Family Independence Initiative

Signing Officer

Name
Jesus Gerena
Title
CEO
Phone
5104529341
Signed
2017-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jesus Gerena
Formed
2006
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
20
Volunteers
13

Preparer

Firm
Armanino LLP
Address
12657 Alcosta Blvd Ste 500, San Ramon, CA 94583-4600
Preparer
Katy Brown
Phone
9257902600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Data system: Program service expenses 94,120. Management and general expenses 0. Fundraising expenses 0. Total expenses 94,120. Communications: Program service expenses 144,999. Management and general expenses 0. Fundraising expenses 0. Total expenses 144,999. Policy/research: Program service expenses 1,418. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,418. Site Liaisons: Program service expenses 355,279. Management and general expenses 0. Fundraising expenses 0. Total expenses 355,279.”

Form 990, Part XII, line 2C

“The process has not changed from prior year.”

Financial Statement Notes

Part X, Line 2:

“The organization is a qualified organization exempt from federal income and california franchise taxes under the provisions of sections 501(c)(3) of the internal revenue code and 23701(d) of the california revenue and taxation code, respectively. The organization has evaluated its current tax positions and has concluded that as of december 31, 2016, it does not have any significant tax positions for which a reserve would be necessary.”

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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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IRS990/Form990PartVIISectionAGrp/PersonNm10Jesus Gerena
IRS990/Form990PartVIISectionAGrp/PersonNm11Jorge Blandon
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt9President
IRS990/Form990PartVIISectionAGrp/TitleTxt10CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt12COO
IRS990/Form990PartVIISectionAGrp/TitleTxt13CTO
IRS990/Form990PartVIISectionAGrp/TitleTxt14Chief Data Officer
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0664
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt01688991
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01688991
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01688991
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0664
IRS990/GrossReceiptsAmt03832026
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt02030
IRS990/InsuranceGrp/ManagementAndGeneralAmt02030
IRS990/InsuranceGrp/ProgramServicesAmt02091
IRS990/InsuranceGrp/TotalAmt06151
IRS990/InvestmentIncomeGrp/ExclusionAmt01149
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01149
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt0649
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0We trust and invest in low-income families across the nation so they can work individually and collectively to achieve prosperity.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06795976
IRS990/NetAssetsOrFundBalancesEOYAmt05829383
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0664
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0664
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt0174932
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt044849
IRS990/OccupancyGrp/ManagementAndGeneralAmt044849
IRS990/OccupancyGrp/ProgramServicesAmt046208
IRS990/OccupancyGrp/TotalAmt0135906
IRS990/OfficeExpensesGrp/FundraisingAmt018813
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt018885
IRS990/OfficeExpensesGrp/ProgramServicesAmt019322
IRS990/OfficeExpensesGrp/TotalAmt057020
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010755
IRS990/OtherAssetsTotalGrp/EOYAmt010602
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt036043
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt036043
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0108159
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0180245
IRS990/OtherExpensesGrp/Desc0Other expense, Dues, Fe
IRS990/OtherExpensesGrp/FundraisingAmt013489
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013570
IRS990/OtherExpensesGrp/ProgramServicesAmt013096
IRS990/OtherExpensesGrp/TotalAmt040155
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0260022
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0193595
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0635058
IRS990/OtherSalariesAndWagesGrp/TotalAmt01088675
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt038149
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt038149
IRS990/PayrollTaxesGrp/ProgramServicesAmt039305
IRS990/PayrollTaxesGrp/TotalAmt0115603
IRS990/PensionPlanContributionsGrp/FundraisingAmt09060
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09060
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt09336
IRS990/PensionPlanContributionsGrp/TotalAmt027456
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt04816333
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04352001
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05880
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08649
IRS990/PrincipalOfficerNm0Jesus Gerena
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0Fees for service
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0299008
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0299008
IRS990/ProgSrvcAccomActy2Grp/Desc0The FII Boston demonstration site partners with families to collect data to highlight the initiative and activities families are taking to improve their lives as well as change their communities.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01275840
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt068663
IRS990/ProgSrvcAccomActy3Grp/Desc0The FII sites (S.F. Bay Area, New Orleans, Detroit, Albuquerque and Boston) partners with families to collect data to highlight the initiative and activities families are taking to improve their lives as well as change their communities.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01052332
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0130345
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06278430
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0565
IRS990/PYOtherExpensesAmt02960348
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01365131
IRS990/PYSalariesCompEmpBnftPaidAmt01904103
IRS990/PYTotalExpensesAmt04913864
IRS990/PYTotalProfFndrsngExpnsAmt049413
IRS990/PYTotalRevenueAmt06278995
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-966593
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0100000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03531205
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06125638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05979475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05166259
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01743190
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt022545767
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01149
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0565
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0625
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0614
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0659
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03612
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65340
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt014732881
IRS990ScheduleA/SubstantialContributorsTotAmt07812886
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03531205
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06125638
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05979475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05166259
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01743190
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt022545767
IRS990ScheduleA/TotalSupportAmt022549379
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04798619
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03832026
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. THE ORGANIZATION HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2016, IT DOES NOT HAVE ANY SIGNIFICANT TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt04798619
IRS990ScheduleD/TotalRevenuePerForm990Amt03832026
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03832026
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04798619
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0Consulting support around individual donors
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt0130777
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt032334
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0Lisa Marie Rose
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt098443
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt01047 Keith Ave
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0Berkeley
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd094708
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/LicensedStatesCd1MA
IRS990ScheduleG/LicensedStatesCd2NM
IRS990ScheduleG/LicensedStatesCd3MI
IRS990ScheduleG/LicensedStatesCd4LA
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt0130777
IRS990ScheduleG/TotalNetToOrganizationAmt032334
IRS990ScheduleG/TotalRetainedByContractorsAmt098443
IRS990ScheduleI/GrantRecordsMaintainedInd01

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,092,116
Liabilities
$262,733
Net assets
$5,829,383
Revenue
$3,832,026
Expenses
$4,798,619
Net income
-$966,593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.0$1.66$33.3$19.2$26.3$7.04
2023Detailed filing. Detailed filing data is available for this year.$45.2$5.12$40.0$18.3$30.8$12.5
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.5$4.74$51.7$18.4$42.1$23.7
2021Detailed filing. Detailed filing data is available for this year.$80.2$2.44$77.8$76.4$45.6$30.8
2020Detailed filing. Detailed filing data is available for this year.$54.1$7.13$47.0$173$138$35.1
2019Detailed filing. Detailed filing data is available for this year.$14.4$2.49$11.9$11.4$7.20$4.21
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.88$0.19$7.68$7.40$7.01$0.39
2017Detailed filing. Detailed filing data is available for this year.$7.44$0.14$7.29$7.52$6.06$1.46
2016Detailed filing. Detailed filing data is available for this year.$6.09$0.26$5.83$3.83$4.80$0.97
2015Detailed filing. Detailed filing data is available for this year.$6.89$0.09$6.80$6.28$4.91$1.37
2014Detailed filing. Detailed filing data is available for this year.$5.52$0.09$5.43$6.11$4.71$1.40
2013Detailed filing. Detailed filing data is available for this year.$4.16$0.13$4.03$5.17$3.17$1.99
2012Summary only. Only limited summary data is available for this year.$2.13$0.10$2.03$1.74$2.40$0.66
2011Summary only. Only limited summary data is available for this year.$2.87$0.17$2.69$2.28$2.08$0.19
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $5M-$10M nonprofits