Civic Intelligence

Documentary Foundation

990 • Fiscal year 2017 • EIN 26-1373837

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

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

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

1st percentile

-0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-215%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

99th percentile

$195,532

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 157.9% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

9th percentile

-48%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

8th percentile

-53%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets1st percentile

Assets

Down

$320,516

Down $291,534 (-48%) from 2016

Net Assets

Down

$320,694

Down $266,246 (-45%) from 2016

Liabilities

Down

-$178

Down $25,288 (-101%) from 2016

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin3rd percentile

Revenue

Down

$123,819

Down $138,070 (-53%) from 2016

Expenses

Up

$390,065

Up $164,422 (+73%) from 2016

Net Income

Down

-$266,246

Down $302,492 (-835%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2017

Assets$320,516
Liabilities-$178
Net Assets$320,694
Open 2017 Filing

Operations Trend

Revenue Growth8th 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

2017

Revenue$123,819
Expenses$390,065
Net Income-$266,246
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$123,819
Mission and Program Overview

Mission

Documentary filmmaking write & research

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
Savings and Temporary Cash Investments$192,392$243,217▲ $50,825
Cash and Non-Interest-Bearing Accounts$400,772$69,852▼ $330,920
Receivables From Officers Etc$7,490--
Land, Buildings, and Equipment, Net$11,396$6,798▼ $4,598
Other Notes and Loans Receivable, Net-$649-
Total Assets$612,050$320,516▼ $291,534
Liabilities
Unsecured Notes Loans Payable$25,110--
Other Liabilities-$-178-
Total Liabilities$25,110$-178▼ $25,288
Net Assets / Fund Balance
Unrestricted Net Assets$586,940$320,694▼ $266,246
Total Net Assets Fund Balance$586,940$320,694▼ $266,246
Total Liabilities and Net Assets / Fund Balance$612,050$320,516▼ $291,534

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,798$36,715$43,513
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Keith OchwatTreasurerFT$35,532$160,000$195,532
Christopher RufoPresidentFT$58,285-$58,285

Board Members and Trustees

NameTitle
Emily CurrinBoard Member
Sam DollenmayerBoard Member
Adam CateSecretary
Mark PachecoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$65,549
Program Service Revenue
$30,941
Investment Income
$832
Other Revenue
$26,497
All Other Contributions
$65,549
Change in Net Assets
$-266,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$290,800
Other Expenses$99,265
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$68,249$185,568-$253,817
Occupancy$15,994$15,994-$31,988
Fees for Services Other$23,660$868-$24,528
Pension Plan Contributions$7,425$11,325-$18,750
Payroll Taxes$4,433$10,772-$15,205
Travel$15,198--$15,198
Fees for Services Accounting-$5,016-$5,016
Depreciation Depletion$3,986$612-$4,598
Other Employee Benefits$606$2,422-$3,028
Information Technology$251$2,345-$2,596
Insurance$98$1,870-$1,968
All Other Expenses$484$1,056-$1,540
Other Expenses$1,437$1,490-$1,490
Office Expenses-$891-$891
Conferences and Meetings-$273-$273
Total Functional Expenses$149,563$240,502$0$390,065
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$7,490--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards$-178
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 comparable 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
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Rufo
Formed
2008
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
2
Volunteers
1

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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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 comparable 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
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IRS990/USAddress/AddressLine1Txt0120 NW 39th Street Ste 305
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ReturnHeader/BusinessOfficerGrp/PersonNm0Christopher Rufo
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$320,516
Liabilities
-$178
Net assets
$320,694
Revenue
$123,819
Expenses
$390,065
Net income
-$266,246
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
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.12$0.39$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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