Civic Intelligence

Occur

990 • Fiscal year 2019 • EIN 20-0960930

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 12, 2020

1433 Webster Street Suite 100Oakland, CA 94612

(510) 839-2440

Siviq Scores

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

Liabilities / Assets

70th percentile

0.16x

Higher debt load relative to assets than 70% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

68th percentile

0.11x

Higher debt load relative to revenue than 68% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

29th percentile

-4.2%

Higher net margin than 29% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

25th percentile

-4.5%

Faster asset growth than 25% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-11%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$522,965

Down $24,401 (-4.5%) from 2018

Net Assets

Down

$441,324

Down $31,828 (-6.7%) from 2018

Liabilities

Up

$81,641

Up $7,427 (+10%) from 2018

Revenue

Down

$759,690

Down $95,107 (-11%) from 2018

Expenses

Up

$791,518

Up $43,305 (+5.8%) from 2018

Net Income

Down

-$31,828

Down $138,412 (-130%) from 2018

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $198,831Liabilities 2011: $20,810Net Assets 2011: $178,0212011Assets 2012: $165,409Liabilities 2012: $24,512Net Assets 2012: $140,8972012Assets 2013: $50,053Liabilities 2013: $13,707Net Assets 2013: $36,3462013Assets 2014: $209,399Liabilities 2014: $16,346Net Assets 2014: $193,0532014Assets 2015: $217,227Liabilities 2015: $12,252Net Assets 2015: $204,9752015Assets 2016: $344,869Liabilities 2016: $15,753Net Assets 2016: $329,1162016Assets 2017: $446,559Liabilities 2017: $45,169Net Assets 2017: $401,3902017Assets 2018: $547,366Liabilities 2018: $74,214Net Assets 2018: $473,1522018Assets 2019: $522,965Liabilities 2019: $81,641Net Assets 2019: $441,3242019Assets 2020: $1,284,842Liabilities 2020: $81,508Net Assets 2020: $1,203,3342020Assets 2021: $1,918,543Liabilities 2021: $267,137Net Assets 2021: $1,651,4062021Assets 2022: $1,719,729Liabilities 2022: $385,049Net Assets 2022: $1,334,6802022Assets 2023: $1,329,100Liabilities 2023: $201,205Net Assets 2023: $1,127,8952023Assets 2024: $1,223,360Liabilities 2024: $212,037Net Assets 2024: $1,011,3232024

Highlighted filing

2019

Assets$522,965
Liabilities$81,641
Net Assets$441,324

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $706,1442011Revenue 2012: $782,490Expenses 2012: $764,507Net Income 2012: $17,9832012Expenses 2013: $553,4072013Revenue 2014: $612,688Expenses 2014: $455,981Net Income 2014: $156,7072014Revenue 2015: $575,476Expenses 2015: $569,389Net Income 2015: $6,0872015Revenue 2016: $832,100Expenses 2016: $707,683Net Income 2016: $124,4172016Revenue 2017: $932,676Expenses 2017: $860,402Net Income 2017: $72,2742017Revenue 2018: $854,797Expenses 2018: $748,213Net Income 2018: $106,5842018Revenue 2019: $759,690Expenses 2019: $791,518Net Income 2019: -$31,8282019Revenue 2020: $1,781,079Expenses 2020: $941,635Net Income 2020: $839,4442020Revenue 2021: $2,272,592Expenses 2021: $1,828,546Net Income 2021: $444,0462021Revenue 2022: $610,649Expenses 2022: $1,010,297Net Income 2022: -$399,6482022Revenue 2023: $527,136Expenses 2023: $733,921Net Income 2023: -$206,7852023Revenue 2024: $516,595Expenses 2024: $592,193Net Income 2024: -$75,5982024

Highlighted filing

2019

Revenue$759,690
Expenses$791,518
Net Income-$31,828
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 12, 2020
Return Version
2018v3.1
Gross Receipts
$759,690
Mission and Program Overview

Mission

To provide consumer training for a number of nonprofit organizations and low income residents. Also, to provide work on affordable housing, employment development, asset mapping and neighborhood indicators studies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$320,542$313,281▼ $7,261
Land, Buildings, and Equipment, Net$141,517$122,147▼ $19,370
Pledges and Grants Receivable$85,307$86,289▲ $982
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$547,366$522,965▼ $24,401
Other Assets Total-$1,248-
Liabilities
Other Liabilities$67,970$74,007▲ $6,037
Accounts Payable and Accrued Expenses$6,244$7,634▲ $1,390
Total Liabilities$74,214$81,641▲ $7,427
Net Assets / Fund Balance
Unrestricted Net Assets$473,152$441,324▼ $31,828
Total Net Assets Fund Balance$473,152$441,324▼ $31,828
Total Liabilities and Net Assets / Fund Balance$547,366$522,965▼ $24,401

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,901$497,611-
Equipment$5,057$187,481-
Leasehold Improvements$115,189$25,220-
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$448,791
Program Service Revenue
$310,899
Investment Income
$0
Other Revenue
$0
All Other Contributions
$448,791
Change in Net Assets
$-31,828
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$416,642
Other Expenses$374,876
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$214,833--$214,833
Current Officers, Directors, Trustees, and Key Employees$100,018$52,283-$152,301
Occupancy$34,979--$34,979
Payroll Taxes$29,134$3,550-$32,684
Office Expenses$16,715$2,776-$19,491
Depreciation Depletion-$19,370-$19,370
Other Employee Benefits$13,324$3,500-$16,824
All Other Expenses$11,841$631-$12,472
Other Expenses$8,282$1,375-$9,657
Insurance$6,342$1,053-$7,395
Total Functional Expenses$657,491$134,027$0$791,518
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

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
Accrued Vacation$74,007
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, Line 11B: Form 990 Review Process

The executive director and the ed assistant review the form 990

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

All board members and key employees update annually or as required their interests that could give rise to conflicts of interest.

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

The governing board approves any changes in compensation or if necessary determines compensation in a board meeting.

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

Documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Occur
EIN
20-0960930
Phone
5108392440
Address
1433 WEBSTER STREET SUITE 100, OAKLAND, CA 94612

Signing Officer

Name
Sondra Phillips-alexander
Title
Executive Director
Signed
2020-04-12
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
6

Preparer

Firm
The Tax Nurse Inc
Address
1001 Bayhill Drive Suite 200, San Bruno, CA 94066-5902
Preparer
Brenda Carter
Phone
6502494176
Supplemental Narrative

Additional Explanations

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

Other program services 4: oakland urban renewal program other program services 5: energy partners program other program services 6: various minor outreach programs

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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/OtherAssetsTotalGrp/EOYAmt01248
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03500
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt013324
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016824
IRS990/OtherExpensesGrp/Desc0CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc1COMMUNITY OUTREACH
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSE
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023843
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125646
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21375
IRS990/OtherExpensesGrp/ProgramServicesAmt0143988
IRS990/OtherExpensesGrp/ProgramServicesAmt178035
IRS990/OtherExpensesGrp/ProgramServicesAmt28282
IRS990/OtherExpensesGrp/TotalAmt0167831
IRS990/OtherExpensesGrp/TotalAmt178035
IRS990/OtherExpensesGrp/TotalAmt225646
IRS990/OtherExpensesGrp/TotalAmt39657
IRS990/OtherLiabilitiesGrp/BOYAmt067970
IRS990/OtherLiabilitiesGrp/EOYAmt074007
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0214833
IRS990/OtherSalariesAndWagesGrp/TotalAmt0214833
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03550
IRS990/PayrollTaxesGrp/ProgramServicesAmt029134
IRS990/PayrollTaxesGrp/TotalAmt032684
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt085307
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt086289
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0310899
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0310899
IRS990/ProgSrvcAccomActy2Grp/Desc0OPERATES A COMMUNITY OUTREACH PROGRAM
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0184807
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0184807
IRS990/ProgSrvcAccomActy3Grp/Desc0OPERATES A COMMUNITY TECHNOLOGY CENTER THAT PROVIDES COMPUTER ACCESS AND EDUCAION TO UNDER-SERVED RESIDENTS AND ASSIST AFFORDABLE HOUSING, EMPLOYMENT DEVELOPMENT, ASSET MAPPING AND NEIGHBORHOOD INDICATORS STUDIES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0123861
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0123861
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0565626
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt093
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0507927
IRS990/PYProgramServiceRevenueAmt0289078
IRS990/PYRevenuesLessExpensesAmt0106584
IRS990/PYSalariesCompEmpBnftPaidAmt0240286
IRS990/PYTotalExpensesAmt0748213
IRS990/PYTotalRevenueAmt0854797
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-31828
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0448791
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0932192
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0932676
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0831975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0575476
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03721110
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt03721110
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0448791
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0932192
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0932676
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0831975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0575476
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03721110
IRS990ScheduleA/TotalSupportAmt03721110
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt05057
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0187481
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0192538
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0115189
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt025220
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0140409
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01901
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0497611
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0499512
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt074007
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED VACATION
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0122147
IRS990ScheduleD/TotalLiabilityAmt074007
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: OAKLAND URBAN RENEWAL PROGRAM OTHER PROGRAM SERVICES 5: ENERGY PARTNERS PROGRAM OTHER PROGRAM SERVICES 6: VARIOUS MINOR OUTREACH PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR AND THE ED ASSISTANT REVIEW THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL BOARD MEMBERS AND KEY EMPLOYEES UPDATE ANNUALLY OR AS REQUIRED THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING BOARD APPROVES ANY CHANGES IN COMPENSATION OR IF NECESSARY DETERMINES COMPENSATION IN A BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$1.22$0.21$1.01$0.52$0.59$0.08
2023Summary only. Only limited summary data is available for this year.$1.33$0.20$1.13$0.53$0.73$0.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.39$1.33$0.61$1.01$0.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.27$1.65$2.27$1.83$0.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.08$1.20$1.78$0.94$0.84
2019Detailed filing. Detailed filing data is available for this year.$0.52$0.08$0.44$0.76$0.79$0.03
2018Summary only. Only limited summary data is available for this year.$0.55$0.07$0.47$0.85$0.75$0.11
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.05$0.40$0.93$0.86$0.07
2016Summary only. Only limited summary data is available for this year.$0.34$0.02$0.33$0.83$0.71$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.01$0.20$0.58$0.57$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.02$0.19$0.61$0.46$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.01$0.04$0.55
2012Summary only. Only limited summary data is available for this year.$0.17$0.02$0.14$0.78$0.76$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.02$0.18$0.71