Civic Intelligence

Calinnovates-Org

990 • Fiscal year 2017 • EIN 26-4651773

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

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

22nd percentile

0.00x

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

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

22nd percentile

0.00x

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

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Net Margin

5th percentile

-60%

Higher net margin than 5% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

90th percentile

$167,500

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Asset Growth

1st percentile

-68%

Faster asset growth than 1% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-45%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$315,328

Down $672,151 (-68%) from 2016

Net Assets

Down

$315,328

Down $672,151 (-68%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin5th percentile

Revenue

Down

$1,127,993

Down $909,507 (-45%) from 2016

Expenses

Down

$1,800,143

Down $720,223 (-29%) from 2016

Net Income

Down

-$672,150

Down $189,284 (-39%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2017

Assets$315,328
Liabilities$0
Net Assets$315,328
Open 2017 Filing

Operations Trend

Revenue Growth6th 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

2017

Revenue$1,127,993
Expenses$1,800,143
Net Income-$672,150
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$1,127,993
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$987,478$315,328▼ $672,150
Total Assets$987,478$315,328▼ $672,150
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$987,478$315,328▼ $672,150
Total Net Assets Fund Balance$987,478$315,328▼ $672,150
Total Liabilities and Net Assets / Fund Balance$987,478$315,328▼ $672,150
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michael MontgomeryPresident/executive DirectorPT$167,500$167,500

Board Members and Trustees

NameTitle
Justin MathesonSecretary
Chris LaveryTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
IdmlocoConsulting555 CAPITOL MALL STE 640, Sacramento, CA 95814$503,250
The Montlake Group INCConsulting16639 W SUNSET BLVD, Pacific Palisades, CA 90272$167,500
WilmerhaleLegal1875 PENNSYLVANIA AVENUE NW, Washington, DC 20006$141,651
National Economic Research Associates IConsulting3520 ERIS COURT, Walnut Creek, CA 94598$137,500
-ConsultingPO BOX 7247-6754, Philadelphia, PA 19170$125,000
Revenue and Support

Revenue Composition

Contributions and Grants
$1,127,993
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,127,993
Change in Net Assets
$-672,150
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,632,643
Salaries, Compensation, and Employee Benefits$167,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,075,015--$1,075,015
Advertising$340,606--$340,606
Current Officers, Directors, Trustees, and Key Employees$167,500--$167,500
Fees for Services Legal-$163,576-$163,576
Travel-$18,172-$18,172
Information Technology$7,717--$7,717
Fees for Services Accounting-$6,750-$6,750
Office Expenses-$4,506-$4,506
Other Expenses$2,500$2,263-$2,263
Insurance-$1,378-$1,378
All Other Expenses$945--$945
Occupancy-$900-$900
Total Functional Expenses$1,599,883$200,260$0$1,800,143
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
2018-11-13
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 1,075,015. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,075,015.”

Raw XML Appendix350 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION'S MISSION IS TO PROMOTE INNOVATION, CREATE NEW JOBS, SPUR INVESTMENT, AND SUPPORT TECH-FRIENDLY POLICIES.
IRS990/AdvertisingGrp/ProgramServicesAmt0340606
IRS990/AdvertisingGrp/TotalAmt0340606
IRS990/AllOtherContributionsAmt01127993
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0945
IRS990/AllOtherExpensesGrp/TotalAmt0945
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0CHRIS LAVERY
IRS990/BooksInCareOfDetail/PhoneNum04154948626
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0548 MARKET STREET SUITE 28585
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094104
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0987478
IRS990/CashNonInterestBearingGrp/EOYAmt0315328
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt08
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0167500
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0167500
IRS990/CompensationFromOtherSrcsInd01
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0503250
IRS990/ContractorCompensationGrp/CompensationAmt1167500
IRS990/ContractorCompensationGrp/CompensationAmt2141651
IRS990/ContractorCompensationGrp/CompensationAmt3137500
IRS990/ContractorCompensationGrp/CompensationAmt4125000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0555 CAPITOL MALL STE 640
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt116639 W SUNSET BLVD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt21875 PENNSYLVANIA AVENUE NW
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt33520 ERIS COURT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4PO BOX 7247-6754
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SACRAMENTO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1PACIFIC PALISADES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3WALNUT CREEK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4PHILADELPHIA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd095814
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd190272
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd220006
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd394598
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd419170
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0IDMLOCO
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1THE MONTLAKE GROUP INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2WILMERHALE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3NATIONAL ECONOMIC RESEARCH ASSOCIATES I
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0KISH RAJAN
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc1CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc2LEGAL
IRS990/ContractorCompensationGrp/ServicesDesc3CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc4CONSULTING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01127993
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01632643
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-672150
IRS990/CYSalariesCompEmpBnftPaidAmt0167500
IRS990/CYTotalExpensesAmt01800143
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01127993
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROGRAM DESIGNED TO PROMOTE INNOVATION, CREATE NEW JOBS, SPUR INVESTMENT, AND SUPPORT TECH-FRIENDLY POLICIES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01599883
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06750
IRS990/FeesForServicesAccountingGrp/TotalAmt06750
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0163576
IRS990/FeesForServicesLegalGrp/TotalAmt0163576
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01075015
IRS990/FeesForServicesOtherGrp/TotalAmt01075015
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt230.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRIS LAVERY
IRS990/Form990PartVIISectionAGrp/PersonNm1JUSTIN MATHESON
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL MONTGOMERY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2167500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT/EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01127993
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt07717
IRS990/InformationTechnologyGrp/TotalAmt07717
IRS990/InsuranceGrp/ManagementAndGeneralAmt01378
IRS990/InsuranceGrp/TotalAmt01378
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE INNOVATION, CREATE NEW JOBS, SPUR INVESTMENT, AND SUPPORT TECH-FRIENDLY POLICIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0987478
IRS990/NetAssetsOrFundBalancesEOYAmt0315328
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/ManagementAndGeneralAmt0900
IRS990/OccupancyGrp/TotalAmt0900
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04506
IRS990/OfficeExpensesGrp/TotalAmt04506
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0POLLING & RESEARCH
IRS990/OtherExpensesGrp/Desc1REGISTRATION
IRS990/OtherExpensesGrp/Desc2EVENT SPONSORSHIP
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02715
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12263
IRS990/OtherExpensesGrp/ProgramServicesAmt05600
IRS990/OtherExpensesGrp/ProgramServicesAmt12500
IRS990/OtherExpensesGrp/TotalAmt05600
IRS990/OtherExpensesGrp/TotalAmt12715
IRS990/OtherExpensesGrp/TotalAmt22500
IRS990/OtherExpensesGrp/TotalAmt32263
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL MONTGOMERY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02037500
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt055
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt02325311
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-482866
IRS990/PYSalariesCompEmpBnftPaidAmt0195000
IRS990/PYTotalExpensesAmt02520366
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02037500
IRS990/ReconcilationRevenueExpnssAmt0-672150
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0167500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL MONTGOMERY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0167500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
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
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
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 1,075,015. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,075,015.
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/TotalAssetsBOYAmt0987478
IRS990/TotalAssetsEOYAmt0315328
IRS990/TotalAssetsGrp/BOYAmt0987478
IRS990/TotalAssetsGrp/EOYAmt0315328
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt01127993
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0200260
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01599883
IRS990/TotalFunctionalExpensesGrp/TotalAmt01800143
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0987478
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0315328
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01599883
IRS990/TotalReportableCompFromOrgAmt0167500
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01127993
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0987478
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0315328
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt018172
IRS990/TravelGrp/TotalAmt018172
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0987478
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0315328
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04154948626
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
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/AtSubmissionCreationDeviceId00B2ACB6C74DCECF67DB36DF19E9E321C7110357B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId011CD0EA20854E55FB795E3AD6E534E23EE285E83
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.130.189
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm016:04:27
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/ReturnTs02018-11-14T17:35:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$315,328
Liabilities
$0
Net assets
$315,328
Revenue
$1,127,993
Expenses
$1,800,143
Net income
-$672,150
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