Civic Intelligence

Daily Acts Organization

990 • Fiscal year 2019 • EIN 20-3851259

Jan 01, 2019 to Dec 31, 2019 • Filed on Dec 14, 2020

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

51st percentile

0.03x

Higher debt load relative to assets than 51% of similar nonprofits.

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

Liabilities / Revenue

44th percentile

0.02x

Higher debt load relative to revenue than 44% of similar nonprofits.

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

Net Margin

19th percentile

-12%

Higher net margin than 19% of similar nonprofits.

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

Top Officer Pay

84th percentile

$87,163

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

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

Asset Growth

11th percentile

-17%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

24th percentile

-10%

Faster revenue growth than 24% of similar nonprofits.

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

Assets

Down

$394,163

Down $78,675 (-17%) from 2018

Net Assets

Down

$381,673

Down $91,165 (-19%) from 2018

Liabilities

Up

$12,490

Up $12,490 from 2018

Revenue

Down

$753,755

Down $88,407 (-10%) from 2018

Expenses

Up

$844,920

Up $147,247 (+21%) from 2018

Net Income

Down

-$91,165

Down $235,654 (-163%) 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: $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

2019

Assets$394,163
Liabilities$12,490
Net Assets$381,673

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

2019

Revenue$753,755
Expenses$844,920
Net Income-$91,165
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Dec 14, 2020
Return Version
2019v5.0
Gross Receipts
$839,614
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$415,117$300,277▼ $114,840
Savings and Temporary Cash Investments$54,955$83,574▲ $28,619
Land, Buildings, and Equipment, Net-$8,652-
Investments in Publicly Traded Securities$1,106$0▼ $1,106
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$472,838$394,163▼ $78,675
Other Assets Total$1,660$1,660→ $0
Liabilities
Unsecured Notes Loans Payable-$12,490-
Total Liabilities$0$12,490▲ $12,490
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$472,838$381,673▼ $91,165
Total Net Assets Fund Balance$472,838$381,673▼ $91,165
Total Liabilities and Net Assets / Fund Balance$472,838$394,163▼ $78,675

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,020$780$7,800
Equipment$1,632$408$2,040
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Trathen HeckmanExecutive DirectorFT$85,663$1,500$87,163

Board Members and Trustees

NameTitle
Ryan JohnstonChairman
Dan BleakneyVice Chair
Berenice MendezDirector
Cate SteaneDirector
Jacques BeauvoirDirector
Jim SheltonDirector
Joseph McIntyreDirector
Kia PhillipsDirector
Natasha JulianaDirector
Susan HaydonDirector
Gwen BeachemSecretary
Laura BakerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$770,722
Program Service Revenue
$34,931
Investment Income
$1,689
Other Revenue
$-53,587
All Other Contributions
$504,855
Change in Net Assets
$-91,165

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
Food Inventory76$15,889selling price
Other Non Cash Contri Table60$13,544selling price
Other Non Cash Contri Table1$5,615Selling Price
Other Non Cash Contri Table2$4,300selling price
Other Non Cash Contri Table12$3,067selling price
Total Noncash Contributions151$42,415-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$656,716
Total Fundraising Expense$247,838
Other Expenses$188,204
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$247,476$101,835$136,348$485,659
Current Officers, Directors, Trustees, and Key Employees$22,880$23,158$45,762$91,800
Fees for Services Other$63,823$500$3,532$67,855
Payroll Taxes$21,548$10,031$13,003$44,582
Occupancy$17,155$6,744$10,143$34,042
Information Technology$7,966$6,826$13,707$28,499
Other Employee Benefits$12,873$4,170$8,285$25,328
Pension Plan Contributions$4,518$2,103$2,726$9,347
Office Expenses$278$7,602$524$8,404
Advertising$772$129$5,014$5,915
Fees for Services Accounting-$5,876-$5,876
All Other Expenses$1,727$1,672$1,955$5,354
Other Expenses$1,264$3,187$5,465$4,451
Insurance-$3,162-$3,162
Depreciation Depletion-$1,188-$1,188
Total Functional Expenses$415,060$182,022$247,838$844,920
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$85,859
Fundraising Gross Income$32,272
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ripple the World$40,293-$6,734-
Soil to Supper$79,136$16,711$15,596$1,115
Total Events$142,104$32,272$85,859$-53,587
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
Yes
Business relationship with 35% controlled entity
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 the Form 990 is provided to the Finance Committee along with the annual internal financial statements. Account balances on Form 990 are reviewed and compared to the financial statements for accuracy. The 2018 Form 990 will be provided to the Board of Directors for review after the 2018 Form 990 is filed.

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

The Organization has a Finance Committee made up of the Board Treasurer, Finance and Operations Manager, and Executive Director that monitors compliance with fiscal policy through monthly reports for conflict of interest and discloses them to the Chairman of the Board of Directors in order to address potential or actual conflicts, whether discovered before or after the transaction has occurred.

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

The compensation of the Executive Director is reviewed and approved by the board of directors for raise assessment. The compensation is reviewed and approved using data from the Northern California Salary Survey as to comparable compensation for similarly situated organizations. The budgeting process is used to identify funds.

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

Employee performance is reviewed for raise assessment, and the deliberations and decisions regarding the compensation arrangement are documented.

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
2020-12-14
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
14
Volunteers
410

Preparer

Firm
Carolyn A Mayes CPA
Address
465 Stony Point Road 237, Santa Rosa, CA 95401
Preparer
Carolyn A Mayes CPA
Phone
7075738892
Supplemental Narrative

Additional Explanations

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

OTHER PROGRAM SERVICES 4: LEADERSHIP TRAININGThe Leadership Institute for Just and Resilient Communities - In the Fall 2017 the Leadership Institute of Ecology and the Economy closed its doors, and its programs, resources and stewardship of the Fellows Network became a part of Daily Acts. Our Leadership Program is an educational program that inspires, empowers, and connects leaders across Sonoma County to create equitable, thriving, and climate resilient communities. Over the course of 10 months, cohorts meet once a month to build skills in personal leadership, regenerative living, civic engagement and growing collective power through expert presentations, self-reflection, peer-learning, project work, and tours. Topics include access to clean water, food and housing, addressing climate change, and creating healthy regenerative economies.

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IRS990/Desc0SUSTAINABILITY, DESIGN AND EDUCATIONWe offer our low-cost, low-tech, people-powered solutions through our talks, tours, and workshops that allow for opportunities to take part in hands-on learning. Government Contracts/Civic Programs - We work with the City of Petaluma, the Town of Windsor and the City of Cotati to provide engaging and relevant water conservation and stormwater education through our programs. Program offerings often include topics around lawn conversions, graywater, rainwater harvesting, and water-wise plants. We also provide resources around local water rebates to help participants implement what they learn at our programs. In 2019, Daily Acts and the Sonoma Ecology Center conducted outreach and a needs assessment as part of Bay Area Integrated Regional Water Management Plan to collect information about water related issues affecting disadvantaged communities.Homegrown Programs - Homegrown Programs build household and community self-relianceby transforming home and landscapes into productive, resilient ecosystems. With a growing bounty of inspiring Homegrown Model Sites, Tours, Workshops and Community Groups like the Homegrown Guild and Petaluma Garden Wheel, our Homegrown Programs provide the skills, resources and connections to transform howyou live. In 2019 our reach extended through CALWEP on a training and demonstration garden installation project in Central Valley.Fire Recovery - The 2017 North Bay Wildfires destroyed close to 3,000 homes in SantaRosa, California, roughly 5% of its housing. Many households were significantly under-insured and faced increased costs for rebuilding and landscaping. In 2018 Daily Acts collaborated with community partners to create scalable landscape design templates designed for water, fire, and resource resilience. These templates are free to the public and expedite permit approval while saving thousands of dollars in expense per household. Daily Acts completed its fire recovery work in 2019 by using these templates for a community installation project in the Coffey Park neighborhood in Santa Rosa, California, where four families received a front-yard landscape that also serve as demonstration gardens for the Landscape Design Templates. Daily Acts also hosted three bilingual programs on irrigation and sheet mulching and co-hosted a series of community input sessions to discuss landscaping in the rebuild, and how to scale and substitute plants in the templates.
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IRS990/ProgSrvcAccomActy2Grp/Desc0ENVIRONMENTAL HEALTHNorth Bay Environmental Health Network - In 2018 Daily Acts commenced a new pilot program in partnership with the Jonas Family Fund focused on children and environmental health. We are exploring the interrelationships between children's health and the environments in which they live, learn and play. With a focus on education, outreach, and community engagement, we are developing offerings that support children's (and all of our) health and well-being by educating families, educators, school board members, administrators, and health advocates on evidence-based best practices for toxics reduction and/or elimination in community areas.
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IRS990/ProgSrvcAccomActy3Grp/Desc0LEADERSHIP TRAININGThe Leadership Institute for Just and Resilient Communities - In the Fall 2017 the Leadership Institute of Ecology and the Economy closed its doors, and its programs, resources and stewardship of the Fellows Network became a part of Daily Acts. Our Leadership Program is an educational program that inspires, empowers, and connects leaders across Sonoma County to create equitable, thriving, and climate resilient communities. Over the course of 10 months, cohorts meet once a month to build skills in personal leadership, regenerative living, civic engagement and growing collective power through expert presentations, self-reflection, peer-learning, project work, and tours. Topics include access to clean water, food and housing, addressing climate change, and creating healthy regenerative economies.
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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