Civic Intelligence

Environmental Design Research Association Inc.

990 • Fiscal year 2019 • EIN 23-7451983

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 29, 2020

2010 Pear StPinole, CA 94564

(507) 339-4620

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.04x

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

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

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

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

Top Officer Pay

88th percentile

$34,200

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

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

Asset Growth

90th percentile

84%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

85th percentile

46%

Faster revenue growth than 85% of similar nonprofits.

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

Assets

Up

$405,014

Up $185,347 (+84%) from 2018

Net Assets

Up

$386,812

Up $187,625 (+94%) from 2018

Liabilities

Down

$18,202

Down $2,278 (-11%) from 2018

Revenue

Up

$398,653

Up $125,586 (+46%) from 2018

Expenses

Down

$240,288

Down $31,731 (-12%) from 2018

Net Income

Up

$158,365

Up $157,317 (+15011%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2013: $310,520Liabilities 2013: $35,361Net Assets 2013: $275,1592013Assets 2014: $322,308Liabilities 2014: $27,544Net Assets 2014: $294,7642014Assets 2015: $292,799Liabilities 2015: $27,197Net Assets 2015: $265,6022015Assets 2016: $259,997Liabilities 2016: $18,109Net Assets 2016: $241,8882016Assets 2017: $268,508Liabilities 2017: $30,635Net Assets 2017: $237,8732017Assets 2018: $219,667Liabilities 2018: $20,480Net Assets 2018: $199,1872018Assets 2019: $405,014Liabilities 2019: $18,202Net Assets 2019: $386,8122019Assets 2020: $436,686Liabilities 2020: $18,030Net Assets 2020: $418,6562020Assets 2021: $628,935Liabilities 2021: $21,625Net Assets 2021: $607,3102021Assets 2022: $616,336Liabilities 2022: $22,784Net Assets 2022: $593,5522022Assets 2023: $769,129Liabilities 2023: $18,253Net Assets 2023: $750,8762023Assets 2024: $896,140Liabilities 2024: $21,698Net Assets 2024: $874,4422024

Highlighted filing

2019

Assets$405,014
Liabilities$18,202
Net Assets$386,812

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2013: $297,482Expenses 2013: $271,065Net Income 2013: $26,4172013Revenue 2014: $325,125Expenses 2014: $309,240Net Income 2014: $15,8852014Revenue 2015: $279,748Expenses 2015: $297,256Net Income 2015: -$17,5082015Revenue 2016: $232,482Expenses 2016: $256,051Net Income 2016: -$23,5692016Revenue 2017: $260,568Expenses 2017: $272,108Net Income 2017: -$11,5402017Revenue 2018: $273,067Expenses 2018: $272,019Net Income 2018: $1,0482018Revenue 2019: $398,653Expenses 2019: $240,288Net Income 2019: $158,3652019Revenue 2020: $156,369Expenses 2020: $146,449Net Income 2020: $9,9202020Revenue 2021: $301,730Expenses 2021: $167,696Net Income 2021: $134,0342021Revenue 2022: $320,028Expenses 2022: $245,655Net Income 2022: $74,3732022Revenue 2023: $322,195Expenses 2023: $220,809Net Income 2023: $101,3862023Revenue 2024: $409,765Expenses 2024: $341,630Net Income 2024: $68,1352024

Highlighted filing

2019

Revenue$398,653
Expenses$240,288
Net Income$158,365
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 29, 2020
Return Version
2019v5.0
Gross Receipts
$398,653
Mission and Program Overview

Mission

The environmental design research association advances & disseminates behavior & design research toward improving understanding of the relationships between people & their environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$168,231$206,985▲ $38,754
Cash and Non-Interest-Bearing Accounts$31,187$188,912▲ $157,725
Prepaid Expenses and Deferred Charges$11,689$0▼ $11,689
Accounts Receivable$8,560$9,117▲ $557
Savings and Temporary Cash Investments-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$219,667$405,014▲ $185,347
Other Assets Total-$0-
Liabilities
Deferred Revenue$20,468$18,202▼ $2,266
Accounts Payable and Accrued Expenses$12--
Total Liabilities$20,480$18,202▼ $2,278
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$199,187$386,812▲ $187,625
Total Net Assets Fund Balance$199,187$386,812▲ $187,625
Total Liabilities and Net Assets / Fund Balance$219,667$405,014▲ $185,347
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Elizabeth CrawfordExecutive DirectorPT$34,200$34,200
Deni RuggeriExecutive DirectorPT$20,312$20,312

Board Members and Trustees

NameTitle
Chingwen ChengChair Elect
Linda NubaniChairman
Jeremy WellsPast Chair
Jinoh ParkDirector
Karen FranckDirector
Lesa LorussoDirector
Renae MantoothDirector
Robert GiffordDirector
Robert NicholsDirector
Sharmin KaderDirector
Claudia BernasconiSecretary
David De La PenaTreasurer
Elizabeth HewittTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,000
Program Service Revenue
$382,116
Investment Income
$9,537
Other Revenue
$0
All Other Contributions
$7,000
Change in Net Assets
$158,365
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$184,224
Salaries, Compensation, and Employee Benefits$54,512
Grants and Similar Amounts Paid$1,552
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$121,493$2,989-$124,482
Current Officers, Directors, Trustees, and Key Employees$40,884$13,628-$54,512
Office Expenses$4,325$15,751-$20,076
Information Technology$16,007$3,321-$19,328
Travel$189$10,779-$10,968
Advertising$3,820--$3,820
Fees for Services Accounting-$2,995-$2,995
Insurance$820$1,513-$2,333
Grants to Domestic Individuals$1,552--$1,552
Fees for Services Management$134$45-$179
Other Expenses-$43-$43
Total Functional Expenses$189,224$51,064$0$240,288
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

The organization delegated office administration, board & committee support, events management, website maintenance, communications & financial services to a management company. The board monitors the management company activities.

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Members consist of dues paying individuals who are engaged in research toward improving understanding of the relationships between people & their environments.

Form 990, Part VI, Line 11B: Form 990 Review Process

The prepared form 990 is reviewed by the association's board of directors before the return is filed with the irs.

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

Annually all directors & officers complete & sign a statement that provides information regarding their interests & those of their family members that could give rise to conflicts. The members of the governing body make determinations of whether a conflict exists & review actual conflicts. Any person with a conflict is prohibited from participating in the governing body's deliberations & decisions in the transaction.

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

Government documents, policies & financial statements may be obtained upon e-mail or phone request to the organization.

Filing and Contact Details

Filer

Filer Name
Environmental Design Research
EIN
23-7451983
Phone
5073394620
Address
2010 PEAR ST, PINOLE, CA 94564

Signing Officer

Name
Deni Ruggeri
Title
Executive Director
Signed
2020-06-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Nubani
Formed
1968
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
16

Preparer

Firm
Petersen Professionals PC
Address
4915 West 35th St Suite 201, St Louis Park, MN 55416
Preparer
Stacey R Petersen CPA
Phone
9527673212
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