Civic Intelligence

Deep Democracy Institute

990 • Fiscal year 2019 • EIN 20-5919157

Jan 01, 2019 to Dec 31, 2019 • Filed on May 13, 2020

625 Highway 101 No 179Florence, OR 97439

(503) 395-8694

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

56th percentile

5.9%

Higher net margin than 56% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$13,500

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 36.4% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

19th percentile

-28%

Faster revenue growth than 19% of similar nonprofits.

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

Assets

Up

$348,914

Up $56,934 (+19%) from 2018

Net Assets

Up

$346,734

Up $56,968 (+20%) from 2018

Liabilities

Down

$2,180

Down $34 (-1.5%) from 2018

Revenue

Down

$37,061

Down $14,106 (-28%) from 2018

Expenses

Down

$34,858

Down $61,395 (-64%) from 2018

Net Income

Up

$2,203

Up $47,289 (+105%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$348,914
Liabilities$2,180
Net Assets$346,734

Operations Trend

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

2019

Revenue$37,061
Expenses$34,858
Net Income$2,203
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 13, 2020
Return Version
2019v5.0
Gross Receipts
$53,659
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$332,543$263,134▼ $69,409
Cash and Non-Interest-Bearing Accounts$38,333$72,529▲ $34,196
Savings and Temporary Cash Investments$10,684$13,251▲ $2,567
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$381,560$348,914▼ $32,646
Liabilities
Accounts Payable and Accrued Expenses$2,214$2,180▼ $34
Total Liabilities$2,214$2,180▼ $34
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$379,346$336,759▼ $42,587
Net Assets With Donor Restrictions$0$9,975▲ $9,975
Total Net Assets Fund Balance$379,346$346,734▼ $32,612
Total Liabilities and Net Assets / Fund Balance$381,560$348,914▼ $32,646

Asset Categories

AssetBook ValueDepreciationBasis
Financial Derivatives$263,134--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
ELLEN SCHUPBACH PhDExecutive DirectorPT$13,500$13,500
MAX SCHUPBACH PhDPresidentPT$13,500$13,500

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$9,975
Program Service Revenue
$9,892
Investment Income
$17,194
Other Revenue
$0
All Other Contributions
$9,975
Change in Net Assets
$2,203
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,858
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$27,119--$27,119
Occupancy$3,100--$3,100
Advertising$2,996--$2,996
Office Expenses$1,289--$1,289
Fees for Services Accounting$354--$354
Total Functional Expenses$34,858$0$0$34,858
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$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
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 A, Line 2

Doctor Max Schupbach and Doctor Ellen Schupbach are husband and wife.

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

The financial reports and Form 990 are provided to board members and directors electronically and reviewed at board meetings.

Form 990, Part VI, Section C, Line 19

Financial reports and other organization documentation are available upon request via management, the board of directors, or from independent accountant after directors have been notified of the request.

Filing and Contact Details

Filer

Filer Name
Deep Democracy Institute
EIN
20-5919157
Phone
5033958694
Address
625 Highway 101 No 179, Florence, OR 97439

Signing Officer

Name
Ellen Schupbach PhD
Title
Executive Director
Phone
5419020418
Signed
2020-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ellen Schupbach
Formed
1997
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
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

Unrealized gain on Charles Schwab securities heald long term.

Financial Statement Notes

Schedule D, Part VII

Net investments ending balance.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022643
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03542
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05203
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07005
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05072
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07338
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt028160
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt09892
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt010461
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt020353
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03542
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05203
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07005
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05072
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07338
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt028160
IRS990ScheduleA/InvestmentIncomeCYPct00.39166
IRS990ScheduleA/InvestmentIncomePYPct00.44530
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0744
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0744
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.45926
IRS990ScheduleA/PublicSupportPY509Pct00.55470
IRS990ScheduleA/PublicSupportTotal509Amt033021
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt09975
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt09975
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt09975
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt09975
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015461
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0673
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05220
IRS990ScheduleA/Total509Grp/TotalAmt042996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt020664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt06847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012558
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt071900
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/ScheduleBRequiredInd01
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0F
IRS990ScheduleD/FinancialDerivativesGrp/BookValueAmt0263134
IRS990ScheduleD/FinancialDerivativesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Net investments ending balance.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part VII
IRS990ScheduleD/TotalBookValueSecuritiesAmt0263134
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Doctor Max Schupbach and Doctor Ellen Schupbach are husband and wife.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The financial reports and Form 990 are provided to board members and directors electronically and reviewed at board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Financial reports and other organization documentation are available upon request via management, the board of directors, or from independent accountant after directors have been notified of the request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Unrealized gain on Charles Schwab securities heald long term.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0381560
IRS990/TotalAssetsEOYAmt0348914
IRS990/TotalAssetsGrp/BOYAmt0381560
IRS990/TotalAssetsGrp/EOYAmt0348914
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt09975
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt034858
IRS990/TotalFunctionalExpensesGrp/TotalAmt034858
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02214
IRS990/TotalLiabilitiesEOYAmt02180
IRS990/TotalLiabilitiesGrp/BOYAmt02214

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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