Civic Intelligence

Community Catalyst Inc.

990 • Fiscal year 2018 • EIN 04-3355127

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

One federal streetboston, MA 02110

(617) 338-6035

Siviq Scores

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

Liabilities / Assets

29th percentile

0.08x

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

22nd percentile

0.10x

Higher debt load relative to revenue than 22% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

66th percentile

$319,520

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

78th percentile

12%

Faster asset growth than 78% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

37%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Assets

Up

$25,652,672

Up $2,739,207 (+12%) from 2017

Net Assets

Up

$23,685,591

Up $2,863,386 (+14%) from 2017

Liabilities

Down

$1,967,081

Down $124,179 (-5.9%) from 2017

Revenue

Up

$19,820,259

Up $5,376,157 (+37%) from 2017

Expenses

Up

$16,956,873

Up $1,528,022 (+9.9%) from 2017

Net Income

Up

$2,863,386

Up $3,848,135 (+391%) from 2017

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $9,343,907Liabilities 2010: $750,167Net Assets 2010: $8,593,7402010Assets 2011: $10,230,471Liabilities 2011: $763,972Net Assets 2011: $9,466,4992011Assets 2012: $9,148,162Liabilities 2012: $686,466Net Assets 2012: $8,461,6962012Assets 2013: $16,887,543Liabilities 2013: $1,194,229Net Assets 2013: $15,693,3142013Assets 2014: $14,082,101Liabilities 2014: $823,300Net Assets 2014: $13,258,8012014Assets 2015: $21,179,681Liabilities 2015: $2,580,473Net Assets 2015: $18,599,2082015Assets 2016: $23,573,479Liabilities 2016: $1,766,525Net Assets 2016: $21,806,9542016Assets 2017: $22,913,465Liabilities 2017: $2,091,260Net Assets 2017: $20,822,2052017Assets 2018: $25,652,672Liabilities 2018: $1,967,081Net Assets 2018: $23,685,5912018Assets 2019: $21,163,216Liabilities 2019: $2,099,753Net Assets 2019: $19,063,4632019Assets 2020: $27,551,542Liabilities 2020: $4,091,188Net Assets 2020: $23,460,3542020Assets 2021: $56,345,662Liabilities 2021: $4,643,360Net Assets 2021: $51,702,3022021Assets 2022: $49,266,824Liabilities 2022: $5,177,215Net Assets 2022: $44,089,6092022Assets 2023: $63,686,212Liabilities 2023: $5,036,992Net Assets 2023: $58,649,2202023Assets 2024: $48,442,571Liabilities 2024: $6,446,341Net Assets 2024: $41,996,2302024

Highlighted filing

2018

Assets$25,652,672
Liabilities$1,967,081
Net Assets$23,685,591

Operations Trend

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

$100M$50M$0-$50MExpenses 2010: $8,061,0772010Expenses 2011: $9,501,7182011Expenses 2012: $10,684,8712012Revenue 2013: $22,159,272Expenses 2013: $14,927,654Net Income 2013: $7,231,6182013Revenue 2014: $15,353,461Expenses 2014: $17,787,974Net Income 2014: -$2,434,5132014Revenue 2015: $22,826,100Expenses 2015: $17,485,693Net Income 2015: $5,340,4072015Revenue 2016: $15,357,709Expenses 2016: $12,149,963Net Income 2016: $3,207,7462016Revenue 2017: $14,444,102Expenses 2017: $15,428,851Net Income 2017: -$984,7492017Revenue 2018: $19,820,259Expenses 2018: $16,956,873Net Income 2018: $2,863,3862018Revenue 2019: $13,247,178Expenses 2019: $17,969,306Net Income 2019: -$4,722,1282019Revenue 2020: $30,408,692Expenses 2020: $26,009,533Net Income 2020: $4,399,1592020Revenue 2021: $63,488,267Expenses 2021: $34,670,701Net Income 2021: $28,817,5662021Revenue 2022: $33,479,684Expenses 2022: $38,757,817Net Income 2022: -$5,278,1332022Revenue 2023: $54,195,218Expenses 2023: $42,128,281Net Income 2023: $12,066,9372023Revenue 2024: $18,971,645Expenses 2024: $37,050,962Net Income 2024: -$18,079,3172024

Highlighted filing

2018

Revenue$19,820,259
Expenses$16,956,873
Net Income$2,863,386
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$19,820,259
Mission and Program Overview

Mission

A consumer advocacy organization dedicated to quality affordable health care for all. We work with consumer advocates, policymakers and foundations, providing leadership to change the health care system so it serves everyone, particularly the most vulnerable.

Community Catalyst is a national non-profit consumer advocacy organization founded in 1997 with the belief that affordable quality health care should be accessible to everyone. Community Catalyst works in partnership with national, state and local organizations, policymakers and philanthropic foundations to ensure consumer interests are represented wherever decisions about health and the health system are made: in communities, courtrooms, statehouses, and on Capitol Hill.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$15,781,449$17,228,481▲ $1,447,032
Pledges and Grants Receivable$5,200,358$7,152,080▲ $1,951,722
Accounts Receivable$337,359$491,623▲ $154,264
Land, Buildings, and Equipment, Net$312,928$285,268▼ $27,660
Prepaid Expenses and Deferred Charges$195,103$191,485▼ $3,618
Savings and Temporary Cash Investments$957,374$177,370▼ $780,004
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$22,913,465$25,652,672▲ $2,739,207
Other Assets Total$128,894$126,365▼ $2,529
Liabilities
Grants Payable$1,152,233$823,372▼ $328,861
Accounts Payable and Accrued Expenses$638,217$783,087▲ $144,870
Other Liabilities$300,810$360,622▲ $59,812
Total Liabilities$2,091,260$1,967,081▼ $124,179
Net Assets / Fund Balance
Temporarily Rstr Net Assets$18,411,535$21,112,665▲ $2,701,130
Unrestricted Net Assets$2,410,670$2,572,926▲ $162,256
Total Net Assets Fund Balance$20,822,205$23,685,591▲ $2,863,386
Total Liabilities and Net Assets / Fund Balance$22,913,465$25,652,672▲ $2,739,207

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$285,268$203,195$488,463
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert Restuccia Resigned-918Executive DirectorFT$293,568$25,952$319,520
albert yeesenior project advisorFT$179,093$16,874$195,967
ann hwangdirector, center 4 cons engagementFT$163,502$27,061$190,563
Susan SherryDeputy DirectorFT$162,850$21,656$184,506
Michael MillerDirector of Strategic PolicyFT$147,270$28,698$175,968
Diane FelicioChief Operating OfficerFT$146,465$27,893$174,358
Donna Pina RobinsonDirector,finance and operationsFT$133,225$26,580$159,805

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Nathanson & HauckProgram Consulting13th Street NW, Washington, DC 20005$130,000
Health Literacy MediaProgram Consulting911 Washington Ave, St Louis, MO 63101$112,968
Manatt Phelps and PhilippsLegal Services11355 W Olympic Boulevard, Los Angeles, CA 90064$105,025
Revenue and Support

Revenue Composition

Contributions and Grants
$18,088,379
Program Service Revenue
$1,245,592
Investment Income
$113,601
Other Revenue
$372,687
All Other Contributions
$18,088,379
Change in Net Assets
$2,863,386

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,820,259
Total Revenue per Audited Statements
$19,820,259
Total Revenue per Form 990
$19,820,259
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,114,572
Other Expenses$5,334,646
Grants and Similar Amounts Paid$4,507,655
Total Fundraising Expense$491,452
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,489,449$978,734$188,017$4,656,200
Grants to Domestic Orgs$4,507,655--$4,507,655
Fees for Services Other$2,739,515$493,024$115,255$3,347,794
Other Employee Benefits$828,131$190,569$45,083$1,063,783
Current Officers, Directors, Trustees, and Key Employees$797,594$139,221$46,745$983,560
Occupancy$661,418$159,566$52,627$873,611
Travel$395,224$36,246$3,749$435,219
Payroll Taxes$312,343$81,560$17,126$411,029
Conferences and Meetings$268,752$18,775$763$288,290
Information Technology$48,116$11,608$3,828$63,552
All Other Expenses$30,196$19,213$5,164$54,573
Depreciation Depletion$38,094$9,190$3,031$50,315
Other Expenses$22,736$19,489$909$43,134
Insurance$22,803$5,501$1,814$30,118
Advertising$3,550$1,829$785$6,164
Total Functional Expenses$14,253,564$2,211,857$491,452$16,956,873

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$16,956,873
Total Expenses per Audited Statements$16,956,873
Total Expenses per Form 990$16,956,873
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
North Carolina Justice CenterRaleigh, NC3Support health issues$252,000
504healthnet IncNew Oreleans, LA3Support health issues$217,800
Arab Comm Ctr for EconomicsDearborn, MI3Support health issues$217,800
New Mexico Ctr on LawAlbuquerque, NM3Support health issues$217,800
Mississippi Health AdvocacyChesterfield, MO3Support health issues$216,783
Tennessee Justice CenterNashville, TN3Support health issues$215,000
Ospirg FoundationPortland, OR3Support health issues$184,376
Ga Budget and Policy InstAtlanta, GA3Support health issues$184,000
Pennsylvania Health AccessPhiladelphia, PA3Support health issues$175,000
KS ASSN FOR the MUPTopeka, KS3Support health issues$165,000
WvfahCharleston, WV-Support health issues$165,000
Vermont Technical CollegeWilliston, VT3Support health issues$160,000
Health Access FoundationSacramento, CA3Support health issues$150,000
Maryland Citizens HealthBaltimore, MD3Support health issues$150,000
Kentucky Voices for HealthLouisville, KY3Support health issues$125,000
Commonwealth InstituteRichmond, VA3Support health issues$112,500
Community Service Soc of NyNew York, NY3Support health issues$100,000
Make the Road New YorkJackson Heights, NY3Support health issues$100,000
Rhode Island OrganizingProvidence, RI3Support health issues$100,000
VIRGINIA INTERFAITH CenterRichmond, VA3Support health issues$100,000
cchiDenver, CO3Support health issues$100,000
Jannus IncBoise, ID3Support health issues$97,201
BenchmarksRaleigh, NC3Support health issues$75,000
Maine Equal Justice PartnersAugusta, ME3Support health issues$75,000
Montana Women VoteMissoula, MT3Support health issues$75,000
Take Action MinnesotaSt Paul, MN4Support health issues$75,000
Uhcan OhioColumbus, OH3Support health issues$75,000
Virginia OrganizingCharlottesville, VA3Support health issues$75,000
Everthrive IllinoisChicago, IL3Support health issues$65,000
Maine Peoples AlliancePortland, ME3Support health issues$60,000
Alaska Primary Care AssnAnchorage, AK3Support health issues$50,000
Childrens Advocacy AllianceLas Vegas, NV3Support health issues$50,000
Step Up Savannah IncSavannah, GA3Support health issues$50,000
Martha Obryan CenterNashville, TN3Support health issues$40,000
Georgians for Healthy FutureAtlanta, GA3Support health issues$35,000
North Carolina ChildRaleigh, NC3Support health issues$33,145
Ctr for Community and JusticeBoise, ID3Support health issues$25,000
Southwest Georgia ProjectAlbany, GA3Support health issues$25,000
Western Native VoiceBillings, MT3Support health issues$25,000
NaacpBaltimore, MD3Support health issues$20,250
Childrens Action AlliancePhoenix, AZ3Support health issues$20,000
Wv Free IncorporatedCharleston, WV3Support health issues$15,000
Utah Health Policy ProjectSalt Lake City, UT3Support health issues$12,500
Senior Agenda Coalition of RiProvidence, RI3Support health issues$7,500
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
deferred rent$292,335
deferred contract fees$68,287
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The form 990 is sent to each board member before filling.

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

All board members receive an annual statement declaring that they received a copy of the conflict of interest policy, have read and understood the policy, agree to comply with the policy, and understand that the policy applies to all committees and subcommittees. if the board determines that a conflict of interest does exist, it may appoint an independent person to investigate alternatives after exercising due diligences, the board must determine, by a majority vote, whether the transaction or some alternative 1.) Is in the organization's best interests and for its own benefit, 2.) is fair and reasonable to the organization, and 3.) is the most advantageous transaction the organization can obtain under the circumstances the interested person must recuse himself from the determination of whether or not the financial interest may result in a conflict of interest nor in the resolution of such a conflict if it is determined that an officers or a director violated the policy.

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

The board of directors reviews salary information from comparable organizations contained in recent salary surveys. Management compensation is reviewed annually and compared to organizations of similar size, mission and geographical location using comparability date.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The board of directors reviews salary information from comparable organizations contained in recent salary surveys. Management compensation is reviewed annually and compared to organizations of similar size, mission and geographical location using comparability date.

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

Upon request

Filing and Contact Details

Filer

Filer Name
Community Catalyst Inc
EIN
04-3355127
Phone
6173386035
Address
One federal street, boston, MA 02110

Signing Officer

Name
Diane Felicio
Title
COO
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Felicio
Formed
1997
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
13
Employees
85
Volunteers
2

Preparer

Firm
Ne Kelly and Associates LLC
Address
4238 WASHINGTON STREET SUITE 307, BOSTON, MA 02131-2517
Preparer
Nancy Kelly
Phone
6173905734
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: OTHER PROGRAM SERVICES 5: OTHER PROGRAM SERVICES 6: OTHER PROGRAM SERVICES 7: OTHER PROGRAM SERVICES 8: The Dental Access Project focuses on expanding access to oral health care by working with state advocates to promote innovative workforce solutions. The project aims to expand the successful deployment of dental therapists to provide care to rural and low-income populations without access to dental care. OTHER PROGRAM SERVICES 9: Open Enrollment Outreach, Awareness and Education Initiative. Community Catalyst serves as the national coordinating organization for an effort to spread awareness about the fifth open enrollment period and special enrollment period. Through this project, we create plain-language consumer-facing materials advertising the open enrollment period and special enrollment period. Materials emphasize key messages around financial assistance, in-person help and the shortened open enrollment period. Materials are also tailored to target key populations who may be eligible for marketplace coverage including young adults, immigrant communities, persons of color and persons who identify as LGBTQ. Materials are in various languages including English, Spanish, Korean, Chinese, Vietnamese, Tongan and Marshallese. OTHER PROGRAM SERVICES 10: Management Services provides management support to projects on their way to becoming independent nonprofit organizations.

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IRS990/Desc0State Consumer Health Advocacy Program (SCHAP) works in more than 40 states to build consumer leadership and a strong, organized consumer voice to shape health policy at the federal, state and local levels. Community Catalyst manages and provides (with assistance from national partners) comprehensive technical assistance to states involved in the SCHAP program, including policy, communications, evaluation and capacity-building support.
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IRS990/Form990PartVIISectionAGrp/PersonNm0Amy Rosenthal
IRS990/Form990PartVIISectionAGrp/PersonNm1Anthony So MD
IRS990/Form990PartVIISectionAGrp/PersonNm2Anton J Gunn
IRS990/Form990PartVIISectionAGrp/PersonNm3Dan McGrath
IRS990/Form990PartVIISectionAGrp/PersonNm4Diane MacDonald
IRS990/Form990PartVIISectionAGrp/PersonNm5Joia Crear-Perry MD
IRS990/Form990PartVIISectionAGrp/PersonNm6Karen Hicks
IRS990/Form990PartVIISectionAGrp/PersonNm7Katherine Villers
IRS990/Form990PartVIISectionAGrp/PersonNm8Kima Taylor
IRS990/Form990PartVIISectionAGrp/PersonNm9Mark Schlesinger
IRS990/Form990PartVIISectionAGrp/PersonNm10Nancy A Whitelaw PhD
IRS990/Form990PartVIISectionAGrp/PersonNm11Robert Phillips
IRS990/Form990PartVIISectionAGrp/PersonNm12Wendy Warring
IRS990/Form990PartVIISectionAGrp/PersonNm13Robert Restuccia Resigned-918
IRS990/Form990PartVIISectionAGrp/PersonNm14Susan Sherry
IRS990/Form990PartVIISectionAGrp/PersonNm15Michael Miller
IRS990/Form990PartVIISectionAGrp/PersonNm16Diane Felicio
IRS990/Form990PartVIISectionAGrp/PersonNm17Donna Pina Robinson
IRS990/Form990PartVIISectionAGrp/PersonNm18albert yee
IRS990/Form990PartVIISectionAGrp/PersonNm19ann hwang
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt13Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Deputy Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director of Strategic Policy
IRS990/Form990PartVIISectionAGrp/TitleTxt16Chief Operating Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director,finance and operations
IRS990/Form990PartVIISectionAGrp/TitleTxt18senior project advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt19director, center 4 cons engagement
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IRS990/MissionDesc0Community Catalyst is a national non-profit consumer advocacy organization founded in 1997 with the belief that affordable quality health care should be accessible to everyone. Community Catalyst works in partnership with national, state and local organizations, policymakers and philanthropic foundations to ensure consumer interests are represented wherever decisions about health and the health system are made: in communities, courtrooms, statehouses, and on Capitol Hill.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.4$6.45$42.0$19.0$37.1$18.1
2023Detailed filing. Detailed filing data is available for this year.$63.7$5.04$58.6$54.2$42.1$12.1
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.3$5.18$44.1$33.5$38.8$5.28
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.3$4.64$51.7$63.5$34.7$28.8
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.6$4.09$23.5$30.4$26.0$4.40
2019Detailed filing. Detailed filing data is available for this year.$21.2$2.10$19.1$13.2$18.0$4.72
2018Detailed filing. Detailed filing data is available for this year.$25.7$1.97$23.7$19.8$17.0$2.86
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.9$2.09$20.8$14.4$15.4$0.98
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.6$1.77$21.8$15.4$12.1$3.21
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.2$2.58$18.6$22.8$17.5$5.34
2014Detailed filing. Detailed filing data is available for this year.$14.1$0.82$13.3$15.4$17.8$2.43
2013Detailed filing. Detailed filing data is available for this year.$16.9$1.19$15.7$22.2$14.9$7.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.15$0.69$8.46$10.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.76$9.47$9.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.34$0.75$8.59$8.06
Peer Organizations

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