Civic Intelligence

Grantmakers Concerned with Immigrants and Refugees

990 • Fiscal year 2017 • EIN 20-2559651

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 10, 2018

PO Box 1100Sebastopol, CA 95473

(707) 824-4375

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.06x

Higher debt load relative to assets than 33% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

20th percentile

0.04x

Higher debt load relative to revenue than 20% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

90th percentile

48%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

80th percentile

$217,210

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

98th percentile

235%

Faster asset growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

390%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$6,440,770

Up $4,517,601 (+235%) from 2016

Net Assets

Up

$6,072,956

Up $4,212,788 (+226%) from 2016

Liabilities

Up

$367,814

Up $304,813 (+484%) from 2016

Revenue

Up

$8,824,946

Up $7,024,458 (+390%) from 2016

Expenses

Up

$4,612,158

Up $3,052,118 (+196%) from 2016

Net Income

Up

$4,212,788

Up $3,972,340 (+1652%) from 2016

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $1,461,357Liabilities 2011: $51,331Net Assets 2011: $1,410,0262011Assets 2012: $1,514,616Liabilities 2012: $43,407Net Assets 2012: $1,471,2092012Assets 2013: $1,838,089Liabilities 2013: $66,046Net Assets 2013: $1,772,0432013Assets 2014: $2,293,617Liabilities 2014: $155,318Net Assets 2014: $2,138,2992014Assets 2015: $1,709,342Liabilities 2015: $89,622Net Assets 2015: $1,619,7202015Assets 2016: $1,923,169Liabilities 2016: $63,001Net Assets 2016: $1,860,1682016Assets 2017: $6,440,770Liabilities 2017: $367,814Net Assets 2017: $6,072,9562017Assets 2018: $3,734,993Liabilities 2018: $127,219Net Assets 2018: $3,607,7742018Assets 2019: $4,239,448Liabilities 2019: $626,871Net Assets 2019: $3,612,5772019Assets 2020: $4,144,327Liabilities 2020: $169,667Net Assets 2020: $3,974,6602020Assets 2021: $4,788,688Liabilities 2021: $167,056Net Assets 2021: $4,621,6322021Assets 2022: $6,746,079Liabilities 2022: $240,054Net Assets 2022: $6,506,0252022Assets 2023: $6,255,968Liabilities 2023: $294,332Net Assets 2023: $5,961,6362023Assets 2024: $8,662,131Liabilities 2024: $406,767Net Assets 2024: $8,255,3642024

Highlighted filing

2017

Assets$6,440,770
Liabilities$367,814
Net Assets$6,072,956

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $895,638Expenses 2011: $806,392Net Income 2011: $89,2462011Expenses 2012: $1,093,2782012Revenue 2013: $1,873,954Expenses 2013: $1,573,120Net Income 2013: $300,8342013Revenue 2014: $2,294,600Expenses 2014: $1,928,344Net Income 2014: $366,2562014Revenue 2015: $897,196Expenses 2015: $1,505,775Net Income 2015: -$608,5792015Revenue 2016: $1,800,488Expenses 2016: $1,560,040Net Income 2016: $240,4482016Revenue 2017: $8,824,946Expenses 2017: $4,612,158Net Income 2017: $4,212,7882017Revenue 2018: $4,474,112Expenses 2018: $6,939,294Net Income 2018: -$2,465,1822018Revenue 2019: $2,919,188Expenses 2019: $2,914,385Net Income 2019: $4,8032019Revenue 2020: $11,065,873Expenses 2020: $10,703,790Net Income 2020: $362,0832020Revenue 2021: $4,336,686Expenses 2021: $3,689,714Net Income 2021: $646,9722021Revenue 2022: $5,297,991Expenses 2022: $3,413,598Net Income 2022: $1,884,3932022Revenue 2023: $2,257,013Expenses 2023: $2,854,916Net Income 2023: -$597,9032023Revenue 2024: $6,822,196Expenses 2024: $4,597,540Net Income 2024: $2,224,6562024

Highlighted filing

2017

Revenue$8,824,946
Expenses$4,612,158
Net Income$4,212,788
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 10, 2018
Return Version
2017v2.2
Gross Receipts
$8,824,946
Mission and Program Overview

Mission

Gcir seeks to move the philanthropic field to advance the contributions and address the needs of the world's growing & increasingly diverse immigrant and refugee populations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$606,000$2,828,750▲ $2,222,750
Cash and Non-Interest-Bearing Accounts$292,647$2,345,763▲ $2,053,116
Savings and Temporary Cash Investments$797,948$996,395▲ $198,447
Land, Buildings, and Equipment, Net$8,967$31,822▲ $22,855
Prepaid Expenses and Deferred Charges$6,873$29,705▲ $22,832
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-
Total Assets$1,923,169$6,440,770▲ $4,517,601
Other Assets Total$210,734$208,335▼ $2,399
Liabilities
Accounts Payable and Accrued Expenses$63,001$294,644▲ $231,643
Deferred Revenue-$73,170-
Total Liabilities$63,001$367,814▲ $304,813
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,655,875$5,992,219▲ $4,336,344
Unrestricted Net Assets$204,293$80,737▼ $123,556
Total Net Assets Fund Balance$1,860,168$6,072,956▲ $4,212,788
Total Liabilities and Net Assets / Fund Balance$1,923,169$6,440,770▲ $4,517,601

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$27,136$3,473$30,609
Equipment$4,686$14,007$18,693
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
D PetsodPresidentFT$179,962$37,248$217,210
F BartowVice-presidentFT$114,790$18,000$132,790

Board Members and Trustees

NameTitle
B B TorresCo-chair
T WangCo-chair
A CloudDirector
C ChaDirector
C MartinezDirector
D MerrellDirector
E BacalaoDirector
F SanchezDirector
G HouDirector
I LeeDirector
J GoreDirector
L YasuiDirector
M S HafidDirector
S K Cooper-lewterDirector
S MoreheadDirector
E EscobedoSecretary
L DorosinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,809,130
Program Service Revenue
$0
Investment Income
$5,919
Other Revenue
$9,897
All Other Contributions
$8,809,130
Change in Net Assets
$4,212,788

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,824,946
Total Revenue per Audited Statements
$8,824,946
Total Revenue per Form 990
$8,824,946
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,888,559
Salaries, Compensation, and Employee Benefits$1,160,520
Other Expenses$563,079
Total Fundraising Expense$150,915
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,888,559--$2,888,559
Comp Disqual Persons$578,754$70,949$105,954$755,657
Travel$163,658$31,568$481$195,707
Current Officers, Directors, Trustees, and Key Employees$156,448$16,765$6,749$179,962
Other Employee Benefits$117,836$18,809$16,662$153,307
Fees for Services Other$116,152$14,211-$130,363
Office Expenses$30,573$54,673$402$85,648
Payroll Taxes$55,248$7,175$9,171$71,594
Other Expenses$43,340$6,309$6,609$56,258
Occupancy$38,719$2,224$4,887$45,830
Fees for Services Accounting-$30,865-$30,865
Insurance-$13,388-$13,388
Depreciation Depletion-$2,921-$2,921
Advertising$99$2,000-$2,099
Total Functional Expenses$4,189,386$271,857$150,915$4,612,158

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,612,158
Total Expenses per Audited Statements$4,612,158
Total Expenses per Form 990$4,612,158
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
North Bay Organizing ProjectSanta Rosa, CA3Support Program$2,662,000
Centro Laboral De GratonGraton, CA3Support Program$63,309
Ufw FoundationSalinas, CA3Support Program$60,000
California TogetherLong Beach, CA3Support Program$49,000
Dolores Huerta FoundationBakersfield, CA3Support Program$34,250
Immigrant Legal ResourceSan Francisco, CA3Support Program$20,000
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-
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
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 director of operations and president review the form 990 with the accountant who prepared it. This is forwarded to the treasurer who reviews it together with the president. The board is informed of the filing of the tax return and is furnished with an electronic copy.

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

At the start of every year board and staff members are requested to identify any conflict of interest situations that exist. Board members must also identify any new conflicts of interest at each meeting. In the event an activity or transaction arises whereby a conflict of interest might arise, involved board members are prohibited from voting.

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

The executive committee reviews and determines the president's compensation by considering the organization's financial health, budget, and comparable compensation packages at similar organizations.

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

The president researches and proposes compensation packages for all employees. The board of directors reviews and approves these packages as part of the annual budget process.

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

The organization's governing documents, tax returns and financial information are kept in the main office. Copies of these documents are available upon request. The organization maintains a website and has provided contact information therein. In addition, the organization's tax return is available on the guidestar website.

Filing and Contact Details

Filer

Filer Name
Grantmakers Concerned With
EIN
20-2559651
Phone
7078244375
Address
PO BOX 1100, SEBASTOPOL, CA 95473

Signing Officer

Name
D Petsod
Title
President
Signed
2018-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
D Petsod
Formed
2006
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
14

Preparer

Firm
VM Accounting Services CPA
Address
1101 College Avenue Suite 240, Santa Rosa, CA 95404
Preparer
Victoria Mwangi
Phone
7075424465
Supplemental Narrative

Additional Explanations

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

OTHER PROGRAM SERVICES 4: Planning for 2018 National Convening In 2017, GCIR created a robust plan for our 2018 Biennial National Convening, to be held February 27 to March 1, 2018 in Los Angeles, California. We developed programing, including a mix of plenary sessions, issue-based conversations, site visits, and skills- and knowledge-building workshops. The planning was guided by a National Planning Committee of 16 members with diverse perspectives from foundations across the country OTHER PROGRAM SERVICES 5: Delivering on the Dream (DOTD) Formed in 2012 to provide eligible immigrants with access to the life-changing benefits of Deferred Action for Childhood Arrivals (DACA), the DOTD network has since grown to support a wide range of work, including immigration legal services, advocacy and organizing, and capacity building. In 2017, the network expanded to include 18 funding collaboratives in 15 states, which raised nearly $10 million to support direct assistance to DACA recipients, know-your-rights outreach, legal screenings, and immigration legal defense. OTHER PROGRAM SERVICES 6: Information ResourcesIn 2017, GCIR produced research reports, issue and policy analyses, infographics, and funding recommendations, as well as updated website and social media content to keep funders informed about immigrant and refugee issues. These resources were shared with over 1,500 funders nation-wide via our e-newsletters.

Financial Statement Notes

Part X : FIN48 Footnote

The organization follows "accounting for uncertainty in income taxes" under asc 740 income taxes. The asc requires the evaluation of tax positions taken or expected to be taken in the organization's tax returns and does not allow recognition of tax positions which do not meet a "more-likely-than-not" threshold of being sustained by the applicable tax authority. The organization does not believe it has taken any tax positions that would not meet this threshold.the organization's federal and state income tax returns are subject to possible examination by the taxing authorities until the expiration of the related statutes of limitations on those tax returns. In general, the federal income tax returns have a three-year statute of limitations, and the state income tax returns have a four-year statute of limitations.the organization's policy is to reflect interest and penalties related to uncertain tax positions as part of income tax expense, when and if they become applicable.

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IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16President
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
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IRS990/ProgSrvcAccomActy2Grp/Desc0California Immigrant Integration Initiative (CIII) In 2017, CIII kept approximately 160 California funders informed of the latest policy developments, trends, and funding opportunities related to immigrants and refugees via e-newsletters, issue briefs, and other resources. The CIII table also organized quarterly group meetings, working group meetings, and other programming.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0683094
IRS990/ProgSrvcAccomActy3Grp/Desc0Briefings, Workshops, and Other Programs In 2017, GCIR informed funders of the latest policy developments through 23 webinars, 15 regional briefings, 12 conference sessions, and monthly policy calls. We participated in briefings and sessions in states across the country, from Washington to Florida, and partnered with a number of regional grantmakers and associations. GCIR programing covered a wide range of issues affecting refugees, undocumented students, children in immigrant families, low-wage immigrant workers, Muslim and LGBTQ immigrants, families torn apart by deportation, and those impacted by natural disasters.
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.66$0.41$8.26$6.82$4.60$2.22
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$0.29$5.96$2.26$2.85$0.60
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.75$0.24$6.51$5.30$3.41$1.88
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.17$4.62$4.34$3.69$0.65
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.17$3.97$11.1$10.7$0.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.24$0.63$3.61$2.92$2.91$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.13$3.61$4.47$6.94$2.47
2017Detailed filing. Detailed filing data is available for this year.$6.44$0.37$6.07$8.82$4.61$4.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.06$1.86$1.80$1.56$0.24
2015Detailed filing. Detailed filing data is available for this year.$1.71$0.09$1.62$0.90$1.51$0.61
2014Detailed filing. Detailed filing data is available for this year.$2.29$0.16$2.14$2.29$1.93$0.37
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.07$1.77$1.87$1.57$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.04$1.47$1.09
2011Summary only. Only limited summary data is available for this year.$1.46$0.05$1.41$0.90$0.81$0.09