Civic Intelligence

Documentary Foundation

990 • Fiscal year 2016 • EIN 26-1373837

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 20, 2017

Organization Profiledocumentaryfoundation.org
1530 Castec DriveSacramento, CA 95864

(916) 541-1667

Siviq Scores

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

Liabilities / Assets

50th percentile

0.04x

Higher debt load relative to assets than 50% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

63rd percentile

0.10x

Higher debt load relative to revenue than 63% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

59th percentile

4.8%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-33%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$612,050

Up $28,181 (+4.8%) from 2015

Net Assets

Up

$586,940

Up $36,245 (+6.6%) from 2015

Liabilities

Down

$25,110

Down $8,064 (-24%) from 2015

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin72nd percentile

Revenue

Down

$261,889

Down $129,290 (-33%) from 2015

Expenses

Down

$225,643

Down $8,463 (-3.6%) from 2015

Net Income

Down

$36,246

Down $120,827 (-77%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$1.0M$500K$0-$500KAssets 2014: $394,681Liabilities 2014: $1,059Net Assets 2014: $393,6222014Assets 2015: $583,869Liabilities 2015: $33,174Net Assets 2015: $550,6952015Assets 2016: $612,050Liabilities 2016: $25,110Net Assets 2016: $586,9402016Assets 2017: $320,516Liabilities 2017: -$178Net Assets 2017: $320,6942017Assets 2018: $276,683Liabilities 2018: $4,590Net Assets 2018: $272,0932018Assets 2019: $300,266Liabilities 2019: $8,209Net Assets 2019: $292,0572019Assets 2020: $335,671Liabilities 2020: $157,563Net Assets 2020: $178,1082020Assets 2021: $917,137Liabilities 2021: $2,823Net Assets 2021: $914,3142021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2016

Assets$612,050
Liabilities$25,110
Net Assets$586,940
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2014: $108,798Expenses 2014: $161,761Net Income 2014: -$52,9632014Revenue 2015: $391,179Expenses 2015: $234,106Net Income 2015: $157,0732015Revenue 2016: $261,889Expenses 2016: $225,643Net Income 2016: $36,2462016Revenue 2017: $123,819Expenses 2017: $390,065Net Income 2017: -$266,2462017Revenue 2018: $86,315Expenses 2018: $134,916Net Income 2018: -$48,6012018Revenue 2019: $244,349Expenses 2019: $224,385Net Income 2019: $19,9642019Revenue 2020: $155,353Expenses 2020: $269,302Net Income 2020: -$113,9492020Revenue 2021: $1,991,274Expenses 2021: $1,255,068Net Income 2021: $736,2062021Revenue 2022: $115,629Expenses 2022: $1,029,944Net Income 2022: -$914,3152022

Highlighted filing

2016

Revenue$261,889
Expenses$225,643
Net Income$36,246
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 20, 2017
Return Version
2016v3.0
Gross Receipts
$261,889
Mission and Program Overview

Mission

The Documentary Foundation aims to educate and inspire through the art of documentary. Our organization creates programming that can be used to encourage awareness and serve communities across the country.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$374,330$400,772▲ $26,442
Savings and Temporary Cash Investments$190,921$192,392▲ $1,471
Land, Buildings, and Equipment, Net$18,258$11,396▼ $6,862
Receivables From Officers Etc$360$7,490▲ $7,130
Total Assets$583,869$612,050▲ $28,181
Liabilities
Unsecured Notes Loans Payable$25,174$25,110▼ $64
Accounts Payable and Accrued Expenses$8,000--
Total Liabilities$33,174$25,110▼ $8,064
Net Assets / Fund Balance
Unrestricted Net Assets$550,695$586,940▲ $36,245
Total Net Assets Fund Balance$550,695$586,940▲ $36,245
Total Liabilities and Net Assets / Fund Balance$583,869$612,050▲ $28,181

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,396$32,117$43,513
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Keith OchwatTreasurerFT$48,000$7,378$55,378
Christopher RufoPresidentFT$48,000$5,123$53,123

Board Members and Trustees

NameTitle
Emily CurrinBoard Member
Adam CateSecretary
Sam DollenmayerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$235,000
Program Service Revenue
$26,889
Investment Income
$0
Other Revenue
$0
All Other Contributions
$235,000
Change in Net Assets
$36,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$116,382
Other Expenses$109,261
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$48,000$48,000-$96,000
Occupancy$15,729$15,728-$31,457
Travel$21,446$67-$21,513
Fees for Services Other$17,896$1,654-$19,550
Pension Plan Contributions$5,123$5,123-$10,246
Payroll Taxes$3,941$3,940-$7,881
Depreciation Depletion$6,005$857-$6,862
Office Expenses-$4,291-$4,291
Other Expenses$4,165--$4,165
Other Employee Benefits$451$1,804-$2,255
Insurance$112$2,125-$2,237
Fees for Services Accounting-$1,729-$1,729
All Other Expenses-$1,589-$1,589
Information Technology$759$760-$1,519
Conferences and Meetings$384$863-$1,247
Total Functional Expenses$137,113$88,530$0$225,643
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 Officers, Directors, Trustees, and Key Employees$360$7,490▲ $7,130
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

“Process of board review of Form 990 - Electronic copy emailed to all board members with several days provided for them to either comment/edit or approve. Electronic distribution and compiling of comments are coordinated by the President.”

Conflict of interest policy compliance Part VI line 12C

“When individuals initially join the board, they sign an agreement that includes a statement that they must declare any conflict of interest Board members are reminded of this obligation at subsequent board meetings (at least annually) and at the time of officer elections.”

CEO executive director top management comp Part VI line 15A

“Analysis was made from other non-profit organizations and took average pay.”

Other officer or key employee compensation Part VI line 15B

“Analysis was made from other non-profit organizations and took average pay.”

Governing documents etc available to public Part VI line 19

“Documentary Foundation makes its governing documents, conflict of interest policy and financial statements available to the public by request.”

Filing and Contact Details

Filer

Filer Name
Documentary Foundation
EIN
26-1373837
Address
1530 Castec Drive, Sacramento, CA 95864

Signing Officer

Name
Christopher Rufo
Title
President
Phone
9165411667
Signed
2017-09-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keith Ochwat
Formed
2008
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
2
Volunteers
2

Preparer

Firm
Jill Jacobs CPA
Address
1451 River Park Dr Ste 227, Sacramento, CA 95815
Preparer
Jill Jacobs
Phone
9166466700
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“$1 of rounding differences”

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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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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0391179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0108798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0264026
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0320201
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01346093
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt011396
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032117
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt043513
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011396
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0290
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1276
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt26924
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd2true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd2false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Expense Repayment
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1Expense Repayment
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2SEP Overpayment
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt01950
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt11649
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt26924
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Keith Ochwat
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1Christopher Rufo
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm2Christopher Rufo
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Treasurer
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1President
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt2President
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd2false
IRS990ScheduleL/TotalBalanceDueAmt07490
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Process of board review of Form 990 - Electronic copy emailed to all board members with several days provided for them to either comment/edit or approve. Electronic distribution and compiling of comments are coordinated by the President.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1When individuals initially join the board, they sign an agreement that includes a statement that they must declare any conflict of interest Board members are reminded of this obligation at subsequent board meetings (at least annually) and at the time of officer elections.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Analysis was made from other non-profit organizations and took average pay.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Analysis was made from other non-profit organizations and took average pay.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Documentary Foundation makes its governing documents, conflict of interest policy and financial statements available to the public by request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5$1 of rounding differences
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0583869
IRS990/TotalAssetsEOYAmt0612050
IRS990/TotalAssetsGrp/BOYAmt0583869
IRS990/TotalAssetsGrp/EOYAmt0612050
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0235000
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt088530
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0137113
IRS990/TotalFunctionalExpensesGrp/TotalAmt0225643
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt033174
IRS990/TotalLiabilitiesEOYAmt025110
IRS990/TotalLiabilitiesGrp/BOYAmt033174
IRS990/TotalLiabilitiesGrp/EOYAmt025110
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0550695
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0586940
IRS990/TotalOtherCompensationAmt012501
IRS990/TotalOtherProgSrvcExpenseAmt01367
IRS990/TotalOtherProgSrvcRevenueAmt0238
IRS990/TotalProgramServiceExpensesAmt0137113
IRS990/TotalProgramServiceRevenueAmt026889
IRS990/TotalReportableCompFromOrgAmt096000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt026889
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0261889
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0583869
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0612050
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt067
IRS990/TravelGrp/ProgramServicesAmt021446
IRS990/TravelGrp/TotalAmt021513
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0550695
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0586940
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt025174
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt025110
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04601 Engle Rd
IRS990/USAddress/CityNm0Sacramento
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095821
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0documentaryfoundation.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christopher Rufo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09165411667
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Documentary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DOCU

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$612,050
Liabilities
$25,110
Net assets
$586,940
Revenue
$261,889
Expenses
$225,643
Net income
$36,246
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.12$1.03$0.91
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.91$1.99$1.26$0.74
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.16$0.18$0.16$0.27$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.01$0.29$0.24$0.22$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.27$0.09$0.13$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.12$0.39$0.27
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.03$0.59$0.26$0.23$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.03$0.55$0.39$0.23$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.11$0.16$0.05