Civic Intelligence

Upstart Bay Area

990 • Fiscal year 2014 • EIN 26-3094076

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 12, 2014

Organization Profile801-712-4665 EL Cell

View Organization Page

560 Mission Street94105

(415) 536-5918

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.07x

Higher debt load relative to assets than 43% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

29th percentile

0.03x

Higher debt load relative to revenue than 29% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

66th percentile

9.2%

Higher net margin than 66% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

72nd percentile

$105,462

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

86th percentile

29%

Faster asset growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$619,317

Up $137,877 (+29%) from 2013

Net Assets

Up

$576,565

Up $121,063 (+27%) from 2013

Liabilities

Up

$42,752

Up $16,814 (+65%) from 2013

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin66th percentile

Revenue

$1,322,986

No earlier filing loaded for comparison.

Expenses

Up

$1,201,923

Up $113,006 (+10%) from 2013

Net Income

$121,063

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $321,703Liabilities 2011: $15,007Net Assets 2011: $306,6962011Assets 2012: $360,840Liabilities 2012: $16,042Net Assets 2012: $344,7982012Assets 2013: $481,440Liabilities 2013: $25,938Net Assets 2013: $455,5022013Assets 2014: $619,317Liabilities 2014: $42,752Net Assets 2014: $576,5652014Assets 2015: $2,309,753Liabilities 2015: $62,706Net Assets 2015: $2,247,0472015Assets 2016: $1,419,335Liabilities 2016: $50,863Net Assets 2016: $1,368,4722016Assets 2017: $2,333,690Liabilities 2017: $120,929Net Assets 2017: $2,212,7612017Assets 2018: $1,614,468Liabilities 2018: $161,189Net Assets 2018: $1,453,2792018Assets 2019: $2,123,454Liabilities 2019: $208,663Net Assets 2019: $1,914,7912019Assets 2020: $2,044,138Liabilities 2020: $751,922Net Assets 2020: $1,292,2162020Assets 2021: $3,262,664Liabilities 2021: $964,549Net Assets 2021: $2,298,1152021Assets 2022: $5,268,133Liabilities 2022: $322,624Net Assets 2022: $4,945,5092022Assets 2023: $3,750,262Liabilities 2023: $248,272Net Assets 2023: $3,501,9902023Assets 2024: $1,355,629Liabilities 2024: $583,287Net Assets 2024: $772,3422024

Highlighted filing

2014

Assets$619,317
Liabilities$42,752
Net Assets$576,565
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2011: $653,9432011Expenses 2012: $1,018,2122012Expenses 2013: $1,088,9172013Revenue 2014: $1,322,986Expenses 2014: $1,201,923Net Income 2014: $121,0632014Revenue 2015: $2,893,555Expenses 2015: $1,215,138Net Income 2015: $1,678,4172015Revenue 2016: $787,549Expenses 2016: $1,666,124Net Income 2016: -$878,5752016Revenue 2017: $3,414,508Expenses 2017: $2,570,219Net Income 2017: $844,2892017Revenue 2018: $2,985,223Expenses 2018: $3,744,705Net Income 2018: -$759,4822018Revenue 2019: $6,475,497Expenses 2019: $6,013,985Net Income 2019: $461,5122019Revenue 2020: $6,490,768Expenses 2020: $7,113,343Net Income 2020: -$622,5752020Revenue 2021: $6,387,953Expenses 2021: $5,382,054Net Income 2021: $1,005,8992021Revenue 2022: $7,572,356Expenses 2022: $4,924,962Net Income 2022: $2,647,3942022Revenue 2023: $4,632,384Expenses 2023: $6,075,903Net Income 2023: -$1,443,5192023Revenue 2024: $4,096,349Expenses 2024: $6,825,997Net Income 2024: -$2,729,6482024

Highlighted filing

2014

Revenue$1,322,986
Expenses$1,201,923
Net Income$121,063
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 12, 2014
Return Version
2013v3.1
Gross Receipts
$1,322,986
Mission and Program Overview

Mission

To inspire and advance innovative ideas that contribute to the continued growth and vitality of jewish life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$369,500$474,931▲ $105,431
Cash and Non-Interest-Bearing Accounts$89,896$69,796▼ $20,100
Accounts Receivable$15,223$69,063▲ $53,840
Prepaid Expenses and Deferred Charges$3,177$1,559▼ $1,618
Land, Buildings, and Equipment, Net$1,144$1,468▲ $324
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$481,440$619,317▲ $137,877
Other Assets Total$2,500$2,500→ $0
Liabilities
Accounts Payable and Accrued Expenses$25,938$42,752▲ $16,814
Total Liabilities$25,938$42,752▲ $16,814
Net Assets / Fund Balance
Unrestricted Net Assets$355,502$479,065▲ $123,563
Temporarily Rstr Net Assets$100,000$97,500▼ $2,500
Total Net Assets Fund Balance$455,502$576,565▲ $121,063
Total Liabilities and Net Assets / Fund Balance$481,440$619,317▲ $137,877

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,468$10,375$11,843
Leasehold Improvements-$11,186$11,186
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Erik LudwigCOOFT$105,462$105,462
Toby RubinCEOFT$95,821$95,821

Board Members and Trustees

NameTitle
David SteirmanChairman
Caroline NovakBoard Member
Gale MondryBoard member
Gesher CalmensonBoard Member
Joel PreisBoard Member
Merrick FurstBoard Member
Ralph GuggenheimBoard Member
Randi ShaftonBoard Member
Ric RudmanBoard Member
Shirley SolomonBoard Member
Tara MohrBoard Member
Wendy VerbaBoard member
Joel YanowitzSecretary
Michael BergelsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,004,580
Program Service Revenue
$317,974
Investment Income
$432
Other Revenue
$0
All Other Contributions
$998,680
Change in Net Assets
$121,063
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$498,857
Other Expenses$356,429
Grants and Similar Amounts Paid$346,637
Total Fundraising Expense$69,341
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$346,637--$346,637
Current Officers, Directors, Trustees, and Key Employees$177,864$24,759$32,378$235,001
Fees for Services Other$222,213$990$3,414$226,617
Other Salaries and Wages$164,801$11,406$15,058$191,265
Other Employee Benefits$59,563$4,677$8,351$72,591
Travel$32,460$387$242$33,089
Occupancy$25,162$2,561$3,941$31,664
Fees for Services Accounting-$20,860-$20,860
Conferences and Meetings$14,755$1,517$558$16,830
Insurance$2,441$913$402$3,756
All Other Expenses$752$420$1,753$2,925
Other Expenses$1,927$377$308$2,612
Depreciation Depletion$761$101$141$1,003
Total Functional Expenses$1,062,094$70,488$69,341$1,201,923
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
45-2643886--International Collaboration$285,049
46-3288575--Enrich Lives With Jewish Traditions$31,588
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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, Part VI, Line 11B: Form 990 Review Process

“The tax return is prepared by an outside accounting firm. After completion of the returns, the organization is sent a draft of the tax returns to be reviewed. The organization distributes copies to those individuals charged with governance. Those individuals at that time can review and if applicable discuss any line items in the return with the accountant who has prepared the return. If all items are found to be acceptable, the efile authorization is signed to authorize the outside accounting firm to electronically file the return.”

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

“Conflict disclosure statements are renewed at the annual meeting.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Information is obtained on comparable salaries within secular and Jewish non-profit organizations in the Bay Area. This information is provided to the Board for consideration and vote of the Board is required to set the compensation.”

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

“Governing documents are available for public disclosure at the principal place of business. Financial statements and the conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

EIN
26-3094076
Phone
4155365918

Signing Officer

Name
Erik Ludwig
Title
COO
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Toby Rubin
Formed
2008
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
7

Preparer

Preparer
Thomas P Coughlan CPA
Phone
4159564444
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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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IRS990/OtherExpensesGrp/Desc2Printing and Publications
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IRS990/OtherExpensesGrp/FundraisingAmt1915
IRS990/OtherExpensesGrp/FundraisingAmt21122
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$619,317
Liabilities
$42,752
Net assets
$576,565
Revenue
$1,322,986
Expenses
$1,201,923
Net income
$121,063
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.58$0.77$4.10$6.83$2.73
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.25$3.50$4.63$6.08$1.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.27$0.32$4.95$7.57$4.92$2.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.96$2.30$6.39$5.38$1.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.75$1.29$6.49$7.11$0.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.21$1.91$6.48$6.01$0.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.16$1.45$2.99$3.74$0.76
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.12$2.21$3.41$2.57$0.84
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.05$1.37$0.79$1.67$0.88
2015Detailed filing. Detailed filing data is available for this year.$2.31$0.06$2.25$2.89$1.22$1.68
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.04$0.58$1.32$1.20$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.03$0.46$1.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.02$0.34$1.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.02$0.31$0.65