Civic Intelligence

Community Resource Initiative

990 • Fiscal year 2017 • EIN 26-0564961

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

83 Wiese Street STE CSan Francisco, CA 94103-5920

(415) 824-1424

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.10x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

44th percentile

0.02x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

56th percentile

5.9%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

71st percentile

$60,256

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

87th percentile

42%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

65%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$132,622

Up $39,418 (+42%) from 2016

Net Assets

Up

$119,901

Up $49,858 (+71%) from 2016

Liabilities

Down

$12,721

Down $10,440 (-45%) from 2016

Revenue

Up

$627,137

Up $247,256 (+65%) from 2016

Expenses

Up

$590,416

Up $181,142 (+44%) from 2016

Net Income

Up

$36,721

Up $66,114 (+225%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2016: $93,204Liabilities 2016: $23,161Net Assets 2016: $70,0432016Assets 2017: $132,622Liabilities 2017: $12,721Net Assets 2017: $119,9012017Assets 2018: $310,202Liabilities 2018: $149,531Net Assets 2018: $160,6712018Assets 2019: $223,913Liabilities 2019: $40,267Net Assets 2019: $183,6462019Assets 2020: $184,477Liabilities 2020: $312,170Net Assets 2020: -$127,6932020Assets 2021: $228,875Liabilities 2021: $501,987Net Assets 2021: -$273,1122021Assets 2022: $358,362Liabilities 2022: $738,800Net Assets 2022: -$380,4382022Assets 2023: $223,708Liabilities 2023: $587,132Net Assets 2023: -$363,4242023Assets 2024: $223,939Liabilities 2024: $696,680Net Assets 2024: -$472,7412024

Highlighted filing

2017

Assets$132,622
Liabilities$12,721
Net Assets$119,901

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $379,881Expenses 2016: $409,274Net Income 2016: -$29,3932016Revenue 2017: $627,137Expenses 2017: $590,416Net Income 2017: $36,7212017Revenue 2018: $780,125Expenses 2018: $739,083Net Income 2018: $41,0422018Revenue 2019: $952,853Expenses 2019: $932,071Net Income 2019: $20,7822019Revenue 2020: $744,857Expenses 2020: $1,059,085Net Income 2020: -$314,2282020Revenue 2021: $1,264,995Expenses 2021: $1,426,916Net Income 2021: -$161,9212021Revenue 2022: $1,169,852Expenses 2022: $1,293,344Net Income 2022: -$123,4922022Revenue 2023: $1,757,620Expenses 2023: $1,729,761Net Income 2023: $27,8592023Revenue 2024: $1,990,523Expenses 2024: $2,108,161Net Income 2024: -$117,6382024

Highlighted filing

2017

Revenue$627,137
Expenses$590,416
Net Income$36,721
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Gross Receipts
$627,137
Mission and Program Overview

Mission

Full Picture Justice fights the death penalty and mitigates the harms of extreme sentencing through life history investigation, client advocacy, and community healing.

Community Resource Initiative is a collectively run investigation office and resource center. We build narratives to challenge the death penalty, improve the standard of care and advocate for the value of human life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$86,866$74,159▼ $12,707
Cash and Non-Interest-Bearing Accounts$6,682$58,187▲ $51,505
Loans From Officers Directors$5,000$5,000→ $0
Land, Buildings, and Equipment, Net$584$276▼ $308
Total Assets$94,132$132,622▲ $38,490
Liabilities
Accounts Payable and Accrued Expenses$5,952$7,721▲ $1,769
Total Liabilities$10,952$12,721▲ $1,769
Net Assets / Fund Balance
Unrestricted Net Assets$70,521$107,242▲ $36,721
Temporarily Rstr Net Assets$12,659$12,659→ $0
Total Net Assets Fund Balance$83,180$119,901▲ $36,721
Total Liabilities and Net Assets / Fund Balance$94,132$132,622▲ $38,490

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$276$1,859-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Scarlet NeradExecutive DirectorPT$60,256$60,256
Anna TumlinsonChief Financial OfficerPT$17,690$17,690

Board Members and Trustees

NameTitle
Rebecca KellyBoard Chair former
Amie FishmanCo-Board Chair
Teodora Ildefonzo-OlmoCo-Board Chair & Secretary
Traci OwensDirector
Kendra MastainDirector & Treasurer
Klaira LermaTreasurer former
Revenue and Support

Revenue Composition

Contributions and Grants
$14,264
Program Service Revenue
$612,847
Investment Income
$26
Other Revenue
$0
All Other Contributions
$14,264
Change in Net Assets
$36,721
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$383,510
Other Expenses$206,906
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$211,473$52,868-$264,341
Travel$60,118$15,030-$75,148
Current Officers, Directors, Trustees, and Key Employees$47,485$11,871-$59,356
Office Expenses$29,743$7,436-$37,179
Other Employee Benefits$26,946$6,736-$33,682
Occupancy$23,193$5,798-$28,991
Payroll Taxes$20,905$5,226-$26,131
Fees for Services Other$20,602$5,140-$25,742
Conferences and Meetings$5,522$1,381-$6,903
Insurance$5,151$1,288-$6,439
Fees for Services Accounting-$3,833-$3,833
Other Expenses$1,843$461-$2,304
Depreciation Depletion$246$62-$308
Total Functional Expenses$470,914$119,502$0$590,416
International Activity

International Summary

Spending
$11,204

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the PacificProgram services---$10,578
Central America and the CaribbeanProgram services---$626
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
Loans from Officers, Directors, Trustees, and Key Employees$5,000$5,000→ $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 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 governing body review Part VI line 11

The CFO prepares the Form 990 with the assistance of a qualified return preparer. The CFO presents a draft to the Board for discussion and questions, and transmits a final draft of the Form 990 to the Board members prior to filing.

Conflict of interest policy compliance Part VI line 12C

The Board has adopted a conflict of interest policy that requires all officers, directors, and key employees to disclose to the Board any potential conflict as it arises. Further, all officers, directors, and key employees are required to annually verify, in writing, that they are free of any conflicts or potential conflicts of interest.

CEO executive director top management comp Part VI line 15A

The Board sets management compensation by reference to what similar 501(c)(3) organizations, in terms of mission, revenue, and assets, pay their management.

Other officer or key employee compensation Part VI line 15B

The Board sets management and key employee compensation by reference to what similar 501(c)(3) organizations, in terms of mission, revenue, and assets, pay their management.

Governing documents etc available to public Part VI line 19

CRIs governing documents are available to the public upon written request, or upon request at our office.

Filing and Contact Details

Filer

Filer Name
Community Resource Initiative
EIN
26-0564961
Address
83 Wiese Street STE C, San Francisco, CA 94103-5920

Signing Officer

Name
Scarlet Nerad
Title
Executive Direc
Phone
4158241424
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scarlet Nerad
Formed
2007
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
8
Volunteers
6

Preparer

Firm
Build Advisory Corporation
Address
80 Cabrillo Hwy N STE Q PMB 619, Half Moon Bay, CA 94019
Preparer
Mark Hancock
Phone
4159523695
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08734
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt058047
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt052
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0141
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0612847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0363412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0399328
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0304300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0257359
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01937246
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0141
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt01995293
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0627111
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0383843
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0400806
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0317440
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0266093
IRS990ScheduleA/Total509Grp/TotalAmt01995293
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0627137
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0383866
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0400837
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0317449
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0266145
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01995434
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0276
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01859
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt02135
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0276
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt010578
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt1626
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0East Asia and the Pacific
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1Central America and the Caribbean
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Program services
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1Program services
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalSpentAmt011204
IRS990ScheduleF/TotalSpentAmt011204
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/DiscretionarySpendingAcctInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Rebecca Kelly
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Klaira Lerma
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Board Chair former
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Treasurer former
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0CRI provides a monthly discretionary stipend of $75 to each employee to be used for health and wellness expenses, such as gym memberships and miscellaneous health needs.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Benefit information (Part I, line 1a)
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt05000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Operating capital
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt05000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0John Nerad
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Father of ED
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/TotalBalanceDueAmt05000
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The CFO prepares the Form 990 with the assistance of a qualified return preparer. The CFO presents a draft to the Board for discussion and questions, and transmits a final draft of the Form 990 to the Board members prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board has adopted a conflict of interest policy that requires all officers, directors, and key employees to disclose to the Board any potential conflict as it arises. Further, all officers, directors, and key employees are required to annually verify, in writing, that they are free of any conflicts or potential conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board sets management compensation by reference to what similar 501(c)(3) organizations, in terms of mission, revenue, and assets, pay their management.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Board sets management and key employee compensation by reference to what similar 501(c)(3) organizations, in terms of mission, revenue, and assets, pay their management.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CRIs governing documents are available to the public upon written request, or upon request at our office.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt012659
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt012659
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt094132
IRS990/TotalAssetsEOYAmt0132622
IRS990/TotalAssetsGrp/BOYAmt094132
IRS990/TotalAssetsGrp/EOYAmt0132622
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt014264
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0119502
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0470914
IRS990/TotalFunctionalExpensesGrp/TotalAmt0590416
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010952
IRS990/TotalLiabilitiesEOYAmt012721
IRS990/TotalLiabilitiesGrp/BOYAmt010952
IRS990/TotalLiabilitiesGrp/EOYAmt012721
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt083180
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0119901
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0470914
IRS990/TotalProgramServiceRevenueAmt0612847

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