Civic Intelligence

Daily Acts Organization

990 • Fiscal year 2014 • EIN 20-3851259

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

PO Box 293Petaluma, CA 94953

(707) 789-9664

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

62nd percentile

8.1%

Higher net margin than 62% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

78th percentile

$70,650

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$319,659

Up $51,462 (+19%) from 2013

Net Assets

Up

$319,659

Up $51,462 (+19%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$635,106

Up $111,802 (+21%) from 2013

Expenses

Up

$583,644

Up $101,697 (+21%) from 2013

Net Income

Up

$51,462

Up $10,105 (+24%) from 2013

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: $106,021Liabilities 2011: $7,400Net Assets 2011: $98,6212011Assets 2012: $227,810Liabilities 2012: $970Net Assets 2012: $226,8402012Assets 2013: $268,197Liabilities 2013: $0Net Assets 2013: $268,1972013Assets 2014: $319,659Liabilities 2014: $0Net Assets 2014: $319,6592014Assets 2015: $208,662Liabilities 2015: $0Net Assets 2015: $208,6622015Assets 2016: $218,181Liabilities 2016: $0Net Assets 2016: $218,1812016Assets 2017: $328,349Liabilities 2017: $0Net Assets 2017: $328,3492017Assets 2018: $472,838Liabilities 2018: $0Net Assets 2018: $472,8382018Assets 2019: $394,163Liabilities 2019: $12,490Net Assets 2019: $381,6732019Assets 2020: $776,643Liabilities 2020: $197,354Net Assets 2020: $579,2892020Assets 2021: $854,643Liabilities 2021: $223,558Net Assets 2021: $631,0852021Assets 2022: $854,046Liabilities 2022: $127,911Net Assets 2022: $726,1352022Assets 2023: $1,253,278Liabilities 2023: $479,977Net Assets 2023: $773,3012023Assets 2024: $1,614,705Liabilities 2024: $481,773Net Assets 2024: $1,132,9322024

Highlighted filing

2014

Assets$319,659
Liabilities$0
Net Assets$319,659

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $254,967Expenses 2011: $214,561Net Income 2011: $40,4062011Revenue 2012: $454,798Expenses 2012: $326,579Net Income 2012: $128,2192012Revenue 2013: $523,304Expenses 2013: $481,947Net Income 2013: $41,3572013Revenue 2014: $635,106Expenses 2014: $583,644Net Income 2014: $51,4622014Revenue 2015: $474,190Expenses 2015: $585,187Net Income 2015: -$110,9972015Revenue 2016: $634,941Expenses 2016: $625,422Net Income 2016: $9,5192016Revenue 2017: $734,905Expenses 2017: $624,737Net Income 2017: $110,1682017Revenue 2018: $842,162Expenses 2018: $697,673Net Income 2018: $144,4892018Revenue 2019: $753,755Expenses 2019: $844,920Net Income 2019: -$91,1652019Revenue 2020: $1,192,295Expenses 2020: $994,679Net Income 2020: $197,6162020Revenue 2021: $1,199,316Expenses 2021: $1,147,520Net Income 2021: $51,7962021Revenue 2022: $1,442,476Expenses 2022: $1,347,426Net Income 2022: $95,0502022Revenue 2023: $2,341,589Expenses 2023: $2,294,423Net Income 2023: $47,1662023Revenue 2024: $2,782,672Expenses 2024: $2,423,041Net Income 2024: $359,6312024

Highlighted filing

2014

Revenue$635,106
Expenses$583,644
Net Income$51,462
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$635,106
Mission and Program Overview

Mission

Daily Acts Organization's mission is to inspire transformative action that creates connected, equitable, climate-resilient communities.

Daily Acts is committed to transform our communities through inspired action and education which builds leadership and local self-reliance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$268,197$319,659▲ $51,462
Cash and Non-Interest-Bearing Accounts$250,898$315,581▲ $64,683
Prepaid Expenses and Deferred Charges$10,227$4,000▼ $6,227
Land, Buildings, and Equipment, Net$162$53▼ $109
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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$268,197$319,659▲ $51,462
Other Assets Total$6,910$25▼ $6,885
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$268,197$319,659▲ $51,462
Total Liabilities and Net Assets / Fund Balance$268,197$319,659▲ $51,462

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$53$887$940
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Trathen HeckmanExecutive DirectorFT$70,650$70,650

Board Members and Trustees

NameTitle
Miriam VolatBoard Chair
Cate SteaneDirector
Chip RomerDirector
Jim SheltonDirector
Michael GeorgeDirector
Pam CrossDirector
Christopher PeckTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$383,375
Program Service Revenue
$249,750
Investment Income
$458
Other Revenue
$1,523
All Other Contributions
$383,375
Change in Net Assets
$51,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$313,070
Other Expenses$270,574
Total Fundraising Expense$80,562
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$150,301$33,400$25,050$208,751
Current Officers, Directors, Trustees, and Key Employees$50,868$11,304$8,478$70,650
All Other Expenses$30,550$3,278$14,124$47,952
Payroll Taxes$18,267$4,059$3,045$25,371
Payments to Affiliates$15,756--$15,756
Other Expenses$1,000$13$13,552$14,565
Other Employee Benefits$5,975$1,328$995$8,298
Insurance$5,703$1,267$951$7,921
Fees for Services Accounting$3,377$1,961$503$5,841
Travel$1,021$69$60$1,150
Depreciation Depletion$79$17$13$109
Fees for Services Other$33$33$6$72
Total Functional Expenses$433,687$69,395$80,562$583,644
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
Backup withholding compliance
No
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

A copy of Form 990 is provided to the Finance Committee along with the year end financial statements. Account balances on form 990 are reviewed and compared to the financial statements for accuracy. After review, both the financial statements and form 990 are approved by the Board of Directors.

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

The Organization's Treasurer monitors compliance with fiscal policy through monthly reports for conflict of interest and disclose them to the Chairman of the Board of Directors in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occured.

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

The compensation is proposed by the Executive Director and reviewed and approved by the board of directors for raise assessment. The compensation is reviewed and approved using data of the Northern California Salary Survey as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations, and utilizing budgeting process to identify funds. Employee performance is reviewed for raise assessment, and the deliberations and decisions regarding the compensation arrangement are documented by the Organization.

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

The organization's governing documents, fiscal policy, employee handbook,retention policy, conflict of interest policy and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Daily Acts Organization
EIN
20-3851259
Phone
7077899664
Address
PO Box 293, Petaluma, CA 94953

Signing Officer

Name
Trathen Heckman
Title
Executive Director
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
5
Volunteers
497

Preparer

Firm
AL Nella and Company LLP
Address
1390 Market St Suite 1004, San Francisco, CA 94102
Preparer
Kenneth R McCauley
Phone
4156212424
Supplemental Narrative

Additional Explanations

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

OTHER PROGRAM SERVICES 4: Daily Acts works in collaboration with a number of municipalities in Sonoma County including City of Petaluma, City of Cotati, City of Sebastopol, and Town of Windsor. The work with municipalities is predominantly focused on water conservation initiatives and over the past five years, Daily Acts has helped to transform thousands of square feet of water-thirsty lawn into productive edible gardens, and supported the installation of dozens of home-scale greywater and rainwater harvesting systems. Daily Acts has facilitated dozens of sustainability tours that have inspired and educated Sonoma County residents to live a more ecologically sustainable lifestyle. OTHER PROGRAM SERVICES 5: The Permaculture Skills Center - fiscally sponsored project - is a 5-acre demonstration site and educational institution dedicated to sharing regenerative land development and management practices.

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IRS990/OtherExpensesGrp/FundraisingAmt21832
IRS990/OtherExpensesGrp/FundraisingAmt313552
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1554
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22722
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt144275
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt144275
IRS990/ProgSrvcAccomActy2Grp/Desc0Daily Acts works in collaboration with a number of municipalities in Sonoma County including City of Petaluma, City of Cotati, City of Sebastopol, and Town of Windsor. The work with municipalities is predominantly focused on water conservation initiatives and over the past five years, Daily Acts has helped to transform thousands of square feet of water-thirsty lawn into productive edible gardens, and supported the installation of dozens of home-scale greywater and rainwater harvesting systems. Daily Acts has facilitated dozens of sustainability tours that have inspired and educated Sonoma County residents to live a more ecologically sustainable lifestyle.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0121645
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0165404
IRS990/ProgSrvcAccomActy3Grp/Desc0The Community Resilience Challenge (the Challenge) is a community mobilization campaign implemented by Daily Acts inspires thousands of citizens, leaders and groups to take action to save water, grow food, conserve energy, reduce waste and build community. Over the past six years, over 21,500 resilience building actions have been registered in Sonoma County. The Challenge not only inspires actions, but collaborations, builds relationships and strengthens networks for lasting change. The campaign engages individuals, schools, organizations, municipalities and businesses to pledge to take practical actions that create more resilient homes, schools, workplaces and communities.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt097794
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0319659
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0112658
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01247559
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0808295
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IRS990ScheduleA/InvestmentIncomeCYPct00.00040
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0254901
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0196126
IRS990ScheduleA/Total509Grp/TotalAmt02055854
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0254967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0196160
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02064335
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt053
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0887
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt053

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.48$1.13$2.78$2.42$0.36
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.48$0.77$2.34$2.29$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.13$0.73$1.44$1.35$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.22$0.63$1.20$1.15$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.20$0.58$1.19$0.99$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.39$0.01$0.38$0.75$0.84$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.84$0.70$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.73$0.62$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.63$0.63$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.47$0.59$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.64$0.58$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.52$0.48$0.04
2012Summary only. Only limited summary data is available for this year.$0.23$0.00$0.23$0.45$0.33$0.13
2011Summary only. Only limited summary data is available for this year.$0.11$0.01$0.10$0.25$0.21$0.04