Civic Intelligence

Calinnovates-Org

990 • Fiscal year 2016 • EIN 26-4651773

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 17, 2017

Organization ProfileWWW.CALINNOVATES.ORG
548 Market Street 28585San Francisco, CA 94104-5401

(415) 494-8626

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

23rd percentile

0.00x

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

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Net Margin

11th percentile

-24%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

93rd percentile

$195,000

Higher top officer pay than 93% of similar nonprofits.

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

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Asset Growth

3rd percentile

-33%

Faster asset growth than 3% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

23%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$987,479

Down $482,866 (-33%) from 2015

Net Assets

Down

$987,479

Down $482,866 (-33%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin11th percentile

Revenue

Up

$2,037,500

Up $377,500 (+23%) from 2015

Expenses

Up

$2,520,366

Up $1,263,720 (+101%) from 2015

Net Income

Down

-$482,866

Down $886,220 (-220%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$1.5M$1.0M$500K$0Assets 2012: $391,439Liabilities 2012: $0Net Assets 2012: $391,4392012Assets 2013: $365,623Liabilities 2013: $0Net Assets 2013: $365,6232013Assets 2014: $1,066,991Liabilities 2014: $0Net Assets 2014: $1,066,9912014Assets 2015: $1,470,345Liabilities 2015: $0Net Assets 2015: $1,470,3452015Assets 2016: $987,479Liabilities 2016: $0Net Assets 2016: $987,4792016Assets 2017: $315,328Liabilities 2017: $0Net Assets 2017: $315,3282017Assets 2018: $373,241Liabilities 2018: $0Net Assets 2018: $373,2412018Assets 2021: $156,087Liabilities 2021: $0Net Assets 2021: $156,0872021Assets 2022: $185,183Liabilities 2022: $0Net Assets 2022: $185,1832022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $90,000Liabilities 2024: $0Net Assets 2024: $90,0002024

Highlighted filing

2016

Assets$987,479
Liabilities$0
Net Assets$987,479
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $304,9732012Revenue 2013: $373,154Expenses 2013: $398,970Net Income 2013: -$25,8162013Revenue 2014: $1,714,154Expenses 2014: $1,012,786Net Income 2014: $701,3682014Revenue 2015: $1,660,000Expenses 2015: $1,256,646Net Income 2015: $403,3542015Revenue 2016: $2,037,500Expenses 2016: $2,520,366Net Income 2016: -$482,8662016Revenue 2017: $1,127,993Expenses 2017: $1,800,143Net Income 2017: -$672,1502017Revenue 2018: $1,005,500Expenses 2018: $947,587Net Income 2018: $57,9132018Revenue 2021: $225,000Expenses 2021: $253,358Net Income 2021: -$28,3582021Revenue 2022: $235,000Expenses 2022: $205,903Net Income 2022: $29,0972022Revenue 2023: $0Expenses 2023: $170,083Net Income 2023: -$170,0832023Revenue 2024: $100,000Expenses 2024: $10,000Net Income 2024: $90,0002024

Highlighted filing

2016

Revenue$2,037,500
Expenses$2,520,366
Net Income-$482,866
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 17, 2017
Return Version
2016v3.0
Gross Receipts
$2,037,500
Mission and Program Overview

Mission

To promote innovation, create new jobs, spur investment, and support tech-friendly policies.

The organization's mission is to promote innovation, create new jobs, spur investment, and support tech-friendly policies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,470,345$987,479▼ $482,866
Total Assets$1,470,345$987,479▼ $482,866
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,470,345$987,479▼ $482,866
Total Net Assets Fund Balance$1,470,345$987,479▼ $482,866
Total Liabilities and Net Assets / Fund Balance$1,470,345$987,479▼ $482,866
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michael MontgomeryPresident/executive DirectorPT$195,000$195,000

Board Members and Trustees

NameTitle
Justin MathesonSecretary
Chris LaveryTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Kearns & West INCConsultingPO BOX 34202, Washington, DC 20043$496,500
WilmerhaleLegal1875 PENNSYLVANIA AVENUE NW, Washington, DC 20006$356,245
The Montlake Group INCConsulting16639 W SUNSET BLVD, Pacific Palisades, CA 90272$180,000
WilmerhaleConsulting3520 ERIS COURT, Walnut Creek, CA 94598$162,500
-Consulting555 CAPITOL MALL STE 640, Sacramento, CA 95814$152,563
Revenue and Support

Revenue Composition

Contributions and Grants
$2,037,500
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,037,500
Change in Net Assets
$-482,866
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,325,311
Salaries, Compensation, and Employee Benefits$195,000
Grants and Similar Amounts Paid$55
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,576,623--$1,576,623
Fees for Services Legal-$373,948-$373,948
Current Officers, Directors, Trustees, and Key Employees$195,000--$195,000
Information Technology$160,274--$160,274
Advertising$121,535--$121,535
Travel$38,789--$38,789
Fees for Services Accounting-$16,550-$16,550
Occupancy-$3,575-$3,575
Office Expenses-$3,102-$3,102
Other Expenses$3,000$2,675-$2,675
Insurance-$1,378-$1,378
All Other Expenses-$569-$569
Grants to Domestic Orgs$55--$55
Total Functional Expenses$2,118,569$401,797$0$2,520,366
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
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
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
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, Section A, Line 8B

“The organization does not have committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the organization's directors and legal counsel prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“The board of directors monitors and enforces compliance with the conflict of interest policy at the annual board meeting.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request for the same period of disclosure as set forth in section 6104(d).”

Filing and Contact Details

Filer

Filer Name
Calinnovatesorg
EIN
26-4651773
Phone
4154948626
Address
548 MARKET STREET 28585, SAN FRANCISCO, CA 94104-5401

Signing Officer

Name
Michael Montgomery
Title
Executive Director
Phone
4154948626
Signed
2017-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Montgomery
Formed
2009
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Rsm US Llp
Address
9737 WASHINGTONIAN BLVD 400, GAITHERSBURG, MD 20878
Preparer
William E Turco
Phone
3012963700
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting: program service expenses 1,576,623. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,576,623.”

Raw XML Appendix360 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/EXECUTIVE DIRECTOR
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE MONTLAKE GROUP, LLC PAID MICHAEL MONTGOMERY FOR HIS SERVICES AS EXECUTIVE DIRECTOR OF CALINNOVATES.ORG.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VII, SECTION B
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S DIRECTORS AND LEGAL COUNSEL PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AT THE ANNUAL BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTING: PROGRAM SERVICE EXPENSES 1,576,623. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,576,623.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01470345
IRS990/TotalAssetsEOYAmt0987479
IRS990/TotalAssetsGrp/BOYAmt01470345
IRS990/TotalAssetsGrp/EOYAmt0987479
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt02037500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0401797
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02118569
IRS990/TotalFunctionalExpensesGrp/TotalAmt02520366
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01470345
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0987479
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02118569
IRS990/TotalReportableCompFromOrgAmt0195000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02037500
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01470345
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0987479
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt038789
IRS990/TravelGrp/TotalAmt038789
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01470345
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0987479
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0548 MARKET STREET 28585
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0941045401
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.CALINNOVATES.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04154948626
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALINNOVATESORG
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0264651773
ReturnHeader/Filer/PhoneNum04154948626
ReturnHeader/Filer/USAddress/AddressLine1Txt0548 MARKET STREET 28585
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0941045401
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CEC7CC407159114560EEF88C7CD2A25E10C36AD2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0472A800C42211338EE65738EE9E8607954DE88C0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.131.189
ReturnHeader/FilingSecurityInformation/IPDt02017-10-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm011:34:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09737 WASHINGTONIAN BLVD 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GAITHERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020878
ReturnHeader/PreparerPersonGrp/PhoneNum03012963700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM E TURCO
ReturnHeader/ReturnTs02017-10-17T13:35:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
$987,479
Liabilities
$0
Net assets
$987,479
Revenue
$2,037,500
Expenses
$2,520,366
Net income
-$482,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.10$0.01$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.17$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.24$0.21$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.23$0.25$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.01$0.95$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.13$1.80$0.67
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$2.04$2.52$0.48
2015Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$1.66$1.26$0.40
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$1.71$1.01$0.70
2013Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.37$0.40$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$0.30