Civic Intelligence

Deep Democracy Institute

990 • Fiscal year 2017 • EIN 20-5919157

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

Organization ProfileWWW.DEEPDEMOCRACYINSTITUTE.ORG
625 Highway 101Florence, OR 97439

(503) 395-8694

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

74th percentile

0.03x

Higher debt load relative to revenue than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

37th percentile

-1.2%

Higher net margin than 37% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

95th percentile

$63,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 114.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$430,644

Up $50,966 (+13%) from 2016

Net Assets

Up

$428,713

Up $55,152 (+15%) from 2016

Liabilities

Down

$1,931

Down $4,186 (-68%) from 2016

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin37th percentile

Revenue

Up

$55,258

Up $8,539 (+18%) from 2016

Expenses

Down

$55,900

Down $129,182 (-70%) from 2016

Net Income

Up

-$642

Up $137,721 (+100%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $535,316Liabilities 2010: $5,383Net Assets 2010: $529,9332010Assets 2011: $308,247Liabilities 2011: $362Net Assets 2011: $307,8852011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $482,296Liabilities 2013: $3,240Net Assets 2013: $479,0562013Assets 2014: $436,896Liabilities 2014: $5,832Net Assets 2014: $431,0642014Assets 2015: $494,432Liabilities 2015: $7,368Net Assets 2015: $487,0642015Assets 2016: $379,678Liabilities 2016: $6,117Net Assets 2016: $373,5612016Assets 2017: $430,644Liabilities 2017: $1,931Net Assets 2017: $428,7132017Assets 2018: $291,980Liabilities 2018: $2,214Net Assets 2018: $289,7662018Assets 2019: $348,914Liabilities 2019: $2,180Net Assets 2019: $346,7342019Assets 2020: $376,032Liabilities 2020: $2,133Net Assets 2020: $373,8992020Assets 2021: $415,915Liabilities 2021: $2,384Net Assets 2021: $413,5312021Assets 2022: $985,225Liabilities 2022: $0Net Assets 2022: $985,2252022Assets 2023: $1,008,494Liabilities 2023: $2,825Net Assets 2023: $1,005,6692023Assets 2024: $932,698Liabilities 2024: $0Net Assets 2024: $932,6982024

Highlighted filing

2017

Assets$430,644
Liabilities$1,931
Net Assets$428,713
Open 2017 Filing

Operations Trend

Revenue Growth71st percentile

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

$1.0M$500K$0-$500KExpenses 2010: $205,2272010Expenses 2011: $229,8622011Revenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $287,962Expenses 2013: $169,411Net Income 2013: $118,5512013Revenue 2014: $106,596Expenses 2014: $154,414Net Income 2014: -$47,8182014Revenue 2015: $146,336Expenses 2015: $32,558Net Income 2015: $113,7782015Revenue 2016: $46,719Expenses 2016: $185,082Net Income 2016: -$138,3632016Revenue 2017: $55,258Expenses 2017: $55,900Net Income 2017: -$6422017Revenue 2018: $51,167Expenses 2018: $96,253Net Income 2018: -$45,0862018Revenue 2019: $37,061Expenses 2019: $34,858Net Income 2019: $2,2032019Revenue 2020: $84,290Expenses 2020: $51,158Net Income 2020: $33,1322020Revenue 2021: $49,726Expenses 2021: $67,555Net Income 2021: -$17,8292021Revenue 2022: $749,202Expenses 2022: $104,427Net Income 2022: $644,7752022Revenue 2023: $158,227Expenses 2023: $184,762Net Income 2023: -$26,5352023Revenue 2024: $146,912Expenses 2024: $228,648Net Income 2024: -$81,7362024

Highlighted filing

2017

Revenue$55,258
Expenses$55,900
Net Income-$642
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.0
Gross Receipts
$55,778
Mission and Program Overview

Mission

Deep Democracy Institute provides worldwide, diverse and multidimensional training and programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$304,569$332,543▲ $27,974
Cash and Non-Interest-Bearing Accounts$48,804$88,104▲ $39,300
Savings and Temporary Cash Investments$26,305$9,997▼ $16,308
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Total Assets$379,678$430,644▲ $50,966
Liabilities
Accounts Payable and Accrued Expenses$6,117$1,931▼ $4,186
Total Liabilities$6,117$1,931▼ $4,186
Net Assets / Fund Balance
Unrestricted Net Assets$373,561$428,713▲ $55,152
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$373,561$428,713▲ $55,152
Total Liabilities and Net Assets / Fund Balance$379,678$430,644▲ $50,966

Asset Categories

AssetBook ValueDepreciationBasis
Financial Derivatives$332,543--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleBaseOtherTotal
ELLEN SCHUPBACH PhDExecutive Director$21,000$42,000$63,000
MAX SCHUPBACH PhDPresident$21,000$42,000$63,000

Board Members and Trustees

NameTitle
Josef HelblingBoard Member
Nadar ShabahangiBoard Member
Pierre MorinBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$673
Program Service Revenue
$49,071
Investment Income
$5,514
Other Revenue
$0
All Other Contributions
$673
Change in Net Assets
$-642
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$42,000
Other Expenses$13,900
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$42,000--$42,000
Information Technology-$6,989-$6,989
Office Expenses$3,196$1,576-$4,772
Advertising$1,533--$1,533
Royalties$353--$353
Fees for Services Accounting$253--$253
Total Functional Expenses$47,335$8,565$0$55,900
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
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“FORM 990 pART vi lINE 11B, C COPY OF FORM 990 IS REVIEWED BY PRESIDENT. A COPY IS PROVIDED TO BOARD FOR INPUT.”

Form 990, Part VI, Section C, Line 19

“Form 990, partvi, section c, line 19, the governing documents and financial statements are available to the public by request via email and telephone numbers listed on the organizations website.”

Filing and Contact Details

Filer

Filer Name
Deep Democracy Institute
EIN
20-5919157
Phone
5033958694
Address
625 Highway 101, Florence, OR 97439

Signing Officer

Name
Ellen Schupbach
Title
Executive Director
Phone
5419020418
Signed
2018-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ellen Schupgach
Formed
1997
Legal Domicile
Or
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Chad Bogart
Address
2815 Stonebrook Dr, Medford, OR 97504
Preparer
Chad Bogart
Phone
5419910563
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“CHARLES SCHWAB INVESTMENTS: DFA US TARGETED VALUE $32,481.45 VANGUARD GROWTH ETF 135,024.00 VANGUARD SMALL CAP 100,208.40 VANGURAD vALUE 64,748.29”

Raw XML AppendixShowing 400 of 444 raw XML fields

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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07005
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05072
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07338
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05991
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03349
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt028755
IRS990ScheduleA/InvestmentIncomeCYPct00.11127
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88873
IRS990ScheduleA/PublicSupportPY509Pct00.89
IRS990ScheduleA/PublicSupportTotal509Amt0229670
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0673
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05220
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0207002
IRS990ScheduleA/Total509Grp/TotalAmt0229670
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt012558
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020991
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0210351
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0258425
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FinancialDerivativesGrp/BookValueAmt0332543
IRS990ScheduleD/FinancialDerivativesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueSecuritiesAmt0332543
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 pART vi lINE 11B, C COPY OF FORM 990 IS REVIEWED BY PRESIDENT. A COPY IS PROVIDED TO BOARD FOR INPUT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, PARTVI, SECTION C, LINE 19, THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST VIA EMAIL AND TELEPHONE NUMBERS LISTED ON THE ORGANIZATIONS WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHARLES SCHWAB INVESTMENTS: DFA US TARGETED VALUE $32,481.45 VANGUARD GROWTH ETF 135,024.00 VANGUARD SMALL CAP 100,208.40 VANGURAD vALUE 64,748.29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0379678
IRS990/TotalAssetsEOYAmt0430644
IRS990/TotalAssetsGrp/BOYAmt0379678
IRS990/TotalAssetsGrp/EOYAmt0430644
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0673
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08565
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt047335
IRS990/TotalFunctionalExpensesGrp/TotalAmt055900
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06117
IRS990/TotalLiabilitiesEOYAmt01931
IRS990/TotalLiabilitiesGrp/BOYAmt06117
IRS990/TotalLiabilitiesGrp/EOYAmt01931
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0373561
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0428713
IRS990/TotalOtherCompensationAmt042000
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt047335
IRS990/TotalProgramServiceRevenueAmt049071
IRS990/TotalReportableCompFromOrgAmt042000
IRS990/TotalRevenueGrp/ExclusionAmt0442
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt054143
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt055258
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0379678
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0430644

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$430,644
Liabilities
$1,931
Net assets
$428,713
Revenue
$55,258
Expenses
$55,900
Net income
-$642
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.15$0.23$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.16$0.18$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.75$0.10$0.64
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.41$0.05$0.07$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.37$0.08$0.05$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.04$0.03$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.05$0.10$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.06$0.06$0.00
2016Summary only. Only limited summary data is available for this year.$0.38$0.01$0.37$0.05$0.19$0.14
2015Summary only. Only limited summary data is available for this year.$0.49$0.01$0.49$0.15$0.03$0.11
2014Summary only. Only limited summary data is available for this year.$0.44$0.01$0.43$0.11$0.15$0.05
2013Summary only. Only limited summary data is available for this year.$0.48$0.00$0.48$0.29$0.17$0.12
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.01$0.53$0.21