Civic Intelligence

B Lab Company

990 • Fiscal year 2014 • EIN 20-5958773

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 12, 2015

Organization ProfileWWW.BCORPORATION.NET

View Organization Page

155 East Lancaster Ave 2nd FloorWayne, PA 19087

(610) 293-0299

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.49x

Higher debt load relative to assets than 73% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

72nd percentile

0.54x

Higher debt load relative to revenue than 72% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

81st percentile

$223,308

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

84th percentile

20%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

31st percentile

-2.0%

Faster revenue growth than 31% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$7,754,964

Up $1,289,470 (+20%) from 2013

Net Assets

Up

$3,971,401

Up $747,832 (+23%) from 2013

Liabilities

Up

$3,783,563

Up $541,638 (+17%) from 2013

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin69th percentile

Revenue

Down

$7,035,357

Down $142,560 (-2.0%) from 2013

Expenses

Up

$6,287,525

Up $1,055,304 (+20%) from 2013

Net Income

Down

$747,832

Down $1,197,864 (-62%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,257,408Liabilities 2011: $3,176,078Net Assets 2011: $1,081,3302011Assets 2012: $4,697,829Liabilities 2012: $3,419,956Net Assets 2012: $1,277,8732012Assets 2013: $6,465,494Liabilities 2013: $3,241,925Net Assets 2013: $3,223,5692013Assets 2014: $7,754,964Liabilities 2014: $3,783,563Net Assets 2014: $3,971,4012014Assets 2015: $5,466,220Liabilities 2015: $2,825,453Net Assets 2015: $2,640,7672015Assets 2016: $4,340,894Liabilities 2016: $3,095,616Net Assets 2016: $1,245,2782016Assets 2017: $6,119,385Liabilities 2017: $3,235,365Net Assets 2017: $2,884,0202017Assets 2018: $6,768,585Liabilities 2018: $3,163,251Net Assets 2018: $3,605,3342018Assets 2019: $9,584,404Liabilities 2019: $3,548,688Net Assets 2019: $6,035,7162019Assets 2020: $9,862,189Liabilities 2020: $5,418,874Net Assets 2020: $4,443,3152020Assets 2021: $11,530,827Liabilities 2021: $6,225,161Net Assets 2021: $5,305,6662021Assets 2022: $12,760,590Liabilities 2022: $7,192,953Net Assets 2022: $5,567,6372022Assets 2023: $14,430,677Liabilities 2023: $9,076,474Net Assets 2023: $5,354,2032023Assets 2024: $14,977,886Liabilities 2024: $9,128,300Net Assets 2024: $5,849,5862024

Highlighted filing

2014

Assets$7,754,964
Liabilities$3,783,563
Net Assets$3,971,401
Open 2014 Filing

Operations Trend

Revenue Growth31st percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $2,609,766Expenses 2011: $4,226,450Net Income 2011: -$1,616,6842011Revenue 2012: $4,854,135Expenses 2012: $4,657,592Net Income 2012: $196,5432012Revenue 2013: $7,177,917Expenses 2013: $5,232,221Net Income 2013: $1,945,6962013Revenue 2014: $7,035,357Expenses 2014: $6,287,525Net Income 2014: $747,8322014Revenue 2015: $6,854,714Expenses 2015: $8,185,456Net Income 2015: -$1,330,7422015Revenue 2016: $7,733,651Expenses 2016: $8,984,392Net Income 2016: -$1,250,7412016Revenue 2017: $11,605,088Expenses 2017: $9,811,717Net Income 2017: $1,793,3712017Revenue 2018: $13,125,142Expenses 2018: $12,251,225Net Income 2018: $873,9172018Revenue 2019: $17,429,685Expenses 2019: $14,844,662Net Income 2019: $2,585,0232019Revenue 2020: $14,375,322Expenses 2020: $15,812,681Net Income 2020: -$1,437,3592020Revenue 2021: $18,993,326Expenses 2021: $17,963,567Net Income 2021: $1,029,7592021Revenue 2022: $26,678,597Expenses 2022: $26,325,847Net Income 2022: $352,7502022Revenue 2023: $29,552,630Expenses 2023: $29,696,032Net Income 2023: -$143,4022023Revenue 2024: $32,030,972Expenses 2024: $31,485,343Net Income 2024: $545,6292024

Highlighted filing

2014

Revenue$7,035,357
Expenses$6,287,525
Net Income$747,832
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 12, 2015
Return Version
2014v5.0
Gross Receipts
$7,035,357
Mission and Program Overview

Mission

To improve social & environvmental standards for companies, by educating consumers, investors and entrepeneurs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,983,284$4,387,945▲ $1,404,661
Cash and Non-Interest-Bearing Accounts$3,102,378$2,520,417▼ $581,961
Accounts Receivable$298,237$677,978▲ $379,741
Land, Buildings, and Equipment, Net$61,525$143,314▲ $81,789
Prepaid Expenses and Deferred Charges$7,575$7,575→ $0
Total Assets$6,465,494$7,754,964▲ $1,289,470
Other Assets Total$12,495$17,735▲ $5,240
Liabilities
Unsecured Notes Loans Payable$3,050,000$2,500,000▼ $550,000
Other Liabilities-$1,034,000-
Accounts Payable and Accrued Expenses$191,925$249,563▲ $57,638
Total Liabilities$3,241,925$3,783,563▲ $541,638
Net Assets / Fund Balance
Unrestricted Net Assets$679,569$2,815,336▲ $2,135,767
Temporarily Rstr Net Assets$2,544,000$1,156,065▼ $1,387,935
Total Net Assets Fund Balance$3,223,569$3,971,401▲ $747,832
Total Liabilities and Net Assets / Fund Balance$6,465,494$7,754,964▲ $1,289,470
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barton W HoulahanPresidentFT$207,257$16,051$223,308
Andrew KassoyTreasurerFT$206,903$16,284$223,187
Jay Coen GilbertSecretaryFT$207,257$14,839$222,096
Susan L CoriCOO-$129,256$19,073$148,329
John B HillstromCTO-$140,700-$140,700
Kim R CoupounasDirector of-$119,077-$119,077

Board Members and Trustees

NameTitle
Dave ChenBoard Member
Debra DunnBoard Member
Don ShafferBoard Member
Lorene AreyBoard Member
Ohmeed SatheBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$1,736,761
Program Service Revenue
$2,316,137
Investment Income
$5,459
Other Revenue
$2,977,000
All Other Contributions
$1,736,761
Change in Net Assets
$747,832

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,035,357
Total Revenue per Audited Statements
$7,035,357
Total Revenue per Form 990
$7,035,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,389,733
Other Expenses$2,897,792
Total Fundraising Expense$52,212
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,998,821--$1,998,821
Current Officers, Directors, Trustees, and Key Employees$891,373--$891,373
Fees for Services Management$494,600--$494,600
Travel$483,060--$483,060
Advertising$384,671--$384,671
Conferences and Meetings$352,667--$352,667
Other Employee Benefits$295,028--$295,028
Payroll Taxes$204,511--$204,511
Occupancy$201,839--$201,839
Fees for Services Legal$75,720--$75,720
Interest$73,578--$73,578
Office Expenses$51,907--$51,907
All Other Expenses$-117,860$112,628$52,212$46,980
Other Expenses$45,909--$45,909
Insurance$27,525--$27,525
Fees for Services Accounting$22,905--$22,905
Depreciation Depletion$17,237--$17,237
Total Functional Expenses$6,122,685$112,628$52,212$6,287,525

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,287,525
Total Expenses per Audited Statements$6,287,525
Total Expenses per Form 990$6,287,525
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Revenue / Grants$1,034,000
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, Page 6, Part VI, Line 9

“Debra dunn 614 westridge drive portola valley, ca 94028 dave chen 1331 nw lovejoy st. Portland, or 97209 lorene arey 14170 baleri ranch road los altos, ca 94022 don shaffer rsf social finance san francisco, ca 94129 ohmeed sathe prudential insurance company newark, nj 07102”

Form 990, Page 6, Part VI, Line 11B

“The president and co founder bart houlahan and the board review the form 990 prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“By completing and reviewing the annual disclosure requirments and interim monitoring of the policy throughout the year”

Form 990, Page 6, Part VI, Line 15A

“The company has an independent compensation committee that reviews the performance of the executives and adjusts compensation based on that review and by performing market surveys of compensation paid to executives of similar type and size organizations”

Form 990, Page 6, Part VI, Line 15B

“SEE ANSWER TO 15A”

Form 990, Page 6, Part VI, Line 19

“All governing documents and related materials are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
B Lab Company
EIN
20-5958773
Phone
6102930299
Address
155 EAST LANCASTER AVE 2ND FLOOR, WAYNE, PA 19087

Signing Officer

Name
Barton W Houlahan
Title
President
Phone
6102930299
Signed
2015-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barton Houlahan
Formed
2006
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
4
Employees
63

Preparer

Firm
Fegley & Associates
Address
2250 HICKORY ROAD SUITE 20, PLYMOUTH MEETING, PA 19462
Preparer
William Fegley
Phone
6108257400
Raw XML AppendixShowing 400 of 512 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BARTON W HOULAHAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JAY COEN GILBERT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2ANDREW KASSOY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DEBRA DUNN 614 WESTRIDGE DRIVE PORTOLA VALLEY, CA 94028 DAVE CHEN 1331 NW LOVEJOY ST. PORTLAND, OR 97209 LORENE AREY 14170 BALERI RANCH ROAD LOS ALTOS, CA 94022 DON SHAFFER RSF SOCIAL FINANCE SAN FRANCISCO, CA 94129 OHMEED SATHE PRUDENTIAL INSURANCE COMPANY NEWARK, NJ 07102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT AND CO FOUNDER BART HOULAHAN AND THE BOARD REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BY COMPLETING AND REVIEWING THE ANNUAL DISCLOSURE REQUIRMENTS AND INTERIM MONITORING OF THE POLICY THROUGHOUT THE YEAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPANY HAS AN INDEPENDENT COMPENSATION COMMITTEE THAT REVIEWS THE PERFORMANCE OF THE EXECUTIVES AND ADJUSTS COMPENSATION BASED ON THAT REVIEW AND BY PERFORMING MARKET SURVEYS OF COMPENSATION PAID TO EXECUTIVES OF SIMILAR TYPE AND SIZE ORGANIZATIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SEE ANSWER TO 15A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL GOVERNING DOCUMENTS AND RELATED MATERIALS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0B LAB CORP
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0GIIRS LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0NON PROFIT
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0155 EAST LANCASTER AVENUE 2ND FLOOR

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,754,964
Liabilities
$3,783,563
Net assets
$3,971,401
Revenue
$7,035,357
Expenses
$6,287,525
Net income
$747,832
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$9.13$5.85$32.0$31.5$0.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$9.08$5.35$29.6$29.7$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$7.19$5.57$26.7$26.3$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$6.23$5.31$19.0$18.0$1.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.86$5.42$4.44$14.4$15.8$1.44
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.58$3.55$6.04$17.4$14.8$2.59
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.77$3.16$3.61$13.1$12.3$0.87
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$3.24$2.88$11.6$9.81$1.79
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$3.10$1.25$7.73$8.98$1.25
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$2.83$2.64$6.85$8.19$1.33
2014Detailed filing. Detailed filing data is available for this year.$7.75$3.78$3.97$7.04$6.29$0.75
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.47$3.24$3.22$7.18$5.23$1.95
2012Summary only. Only limited summary data is available for this year.$4.70$3.42$1.28$4.85$4.66$0.20
2011Summary only. Only limited summary data is available for this year.$4.26$3.18$1.08$2.61$4.23$1.62