Civic Intelligence

Institute for Security and Analysis

990PF • Fiscal year 2014 • EIN 26-2379447

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 06, 2015

Organization Profile
100 Hamilton Avenue No 300Palo Alto, CA 94301

(650) 815-7069

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

1st percentile

-1643%

Higher net margin than 1% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

38th percentile

-1.0%

Faster asset growth than 38% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

15th percentile

-20%

Faster revenue growth than 15% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$610,289

Down $6,308 (-1.0%) from 2013

Net Assets

Down

$610,289

Down $6,308 (-1.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin1st percentile

Revenue

Down

$384

Down $94 (-20%) from 2013

Expenses

Up

$6,692

Up $4,943 (+283%) from 2013

Net Income

Down

-$6,308

Down $5,037 (-396%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$800K$600K$400K$200K$0Assets 2010: $630,001Liabilities 2010: $149Net Assets 2010: $629,8522010Assets 2013: $616,597Liabilities 2013: $0Net Assets 2013: $616,5972013Assets 2014: $610,289Liabilities 2014: $0Net Assets 2014: $610,2892014Assets 2015: $599,351Liabilities 2015: $0Net Assets 2015: $599,3512015Assets 2016: $513,147Liabilities 2016: $0Net Assets 2016: $513,1472016Assets 2017: $471,906Liabilities 2017: $0Net Assets 2017: $471,9062017Assets 2019: $407,866Liabilities 2019: $0Net Assets 2019: $407,8662019Assets 2022: $348,990Liabilities 2022: $0Net Assets 2022: $348,9902022Assets 2024: $304,919Liabilities 2024: $0Net Assets 2024: $304,9192024

Highlighted filing

2014

Assets$610,289
Liabilities$0
Net Assets$610,289
Open 2014 Filing

Operations Trend

Revenue Growth15th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $112,8472010Revenue 2013: $478Expenses 2013: $1,749Net Income 2013: -$1,2712013Revenue 2014: $384Expenses 2014: $6,692Net Income 2014: -$6,3082014Revenue 2015: $321Expenses 2015: $11,259Net Income 2015: -$10,9382015Revenue 2016: $238Expenses 2016: $86,442Net Income 2016: -$86,2042016Revenue 2017: $237Expenses 2017: $41,478Net Income 2017: -$41,2412017Revenue 2019: $193Expenses 2019: $38,003Net Income 2019: -$37,8102019Revenue 2022: $34Expenses 2022: $15,188Net Income 2022: -$15,1542022Revenue 2024: $31Expenses 2024: $18,682Net Income 2024: -$18,6512024

Highlighted filing

2014

Revenue$384
Expenses$6,692
Net Income-$6,308
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 6, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN COHENPresident And Director-$0--
JOE LONSDALESecretary, Treasurer & Director-$0--
AJAY ROYANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Institute for Security and Analysis
EIN
26-2379447
Phone
6508157069
Address
100 HAMILTON AVENUE NO 300, PALO ALTO, CA 94301

Signing Officer

Name
Stephen Cohen
Title
President & Executive Director
Phone
6508157069
Signed
2015-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Burr Pilger Mayer Inc
Address
2000 UNIVERSITY AVENUE SUITE 201, EAST PALO ALTO, CA 94303
Preparer
Tamara L Mcinerney
Phone
6508556800
Raw XML Appendix281 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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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt030130
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt030130
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0611776
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09177
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt030130
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0602599
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHEN COHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOE LONSDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2AJAY ROYAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT AND DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY, TREASURER & DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVOICING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0120
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1120
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21707
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES AND LICENSES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN COHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06508157069
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE FOR SECURITY AND ANALYSIS
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0262379447
ReturnHeader/Filer/PhoneNum06508157069
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 HAMILTON AVENUE NO 300
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263839190
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURR PILGER MAYER INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02000 UNIVERSITY AVENUE SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAST PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094303
ReturnHeader/PreparerPersonGrp/PhoneNum06508556800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMARA L MCINERNEY
ReturnHeader/ReturnTs02015-11-06T15:04:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$610,289
Liabilities
$0
Net assets
$610,289
Revenue
$384
Expenses
$6,692
Net income
-$6,308
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.00$0.19$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.00$0.15$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.00$4.08$0.00$0.38$0.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.72$0.00$4.72$0.00$0.41$0.41
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.13$0.00$5.13$0.00$0.86$0.86
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.99$0.00$5.99$0.00$0.11$0.11
2014Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.00$0.07$0.06
2013Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.00$0.02$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.30$0.00$6.30$1.13