Civic Intelligence

Beyond Differences

990 • Fiscal year 2016 • EIN 27-1772372

Jun 01, 2015 to May 31, 2016 • Filed on Apr 06, 2017

711 Grand AvenueSan Rafael, CA 94901

(415) 256-9095

Siviq Scores

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

Liabilities / Assets

46th percentile

0.03x

Higher debt load relative to assets than 46% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

34th percentile

-2.3%

Higher net margin than 34% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

17th percentile

-9.5%

Faster asset growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

60%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$243,864

Down $25,723 (-9.5%) from 2015

Net Assets

Down

$237,123

Down $16,177 (-6.4%) from 2015

Liabilities

Down

$6,741

Down $9,546 (-59%) from 2015

Revenue

Up

$715,670

Up $269,300 (+60%) from 2015

Expenses

Up

$731,847

Up $294,059 (+67%) from 2015

Net Income

Down

-$16,177

Down $24,759 (-288%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2015: $269,587Liabilities 2015: $16,287Net Assets 2015: $253,3002015Assets 2016: $243,864Liabilities 2016: $6,741Net Assets 2016: $237,1232016Assets 2017: $499,761Liabilities 2017: $40,828Net Assets 2017: $458,9332017Assets 2018: $828,612Liabilities 2018: $55,454Net Assets 2018: $773,1582018Assets 2019: $823,878Liabilities 2019: $31,636Net Assets 2019: $792,2422019Assets 2020: $1,016,089Liabilities 2020: $173,583Net Assets 2020: $842,5062020Assets 2021: $1,654,936Liabilities 2021: $201,373Net Assets 2021: $1,453,5632021Assets 2022: $2,494,389Liabilities 2022: $121,169Net Assets 2022: $2,373,2202022Assets 2023: $1,752,960Liabilities 2023: $83,380Net Assets 2023: $1,669,5802023Assets 2024: $1,657,385Liabilities 2024: $198,764Net Assets 2024: $1,458,6212024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2016

Assets$243,864
Liabilities$6,741
Net Assets$237,123

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $446,370Expenses 2015: $437,788Net Income 2015: $8,5822015Revenue 2016: $715,670Expenses 2016: $731,847Net Income 2016: -$16,1772016Revenue 2017: $988,104Expenses 2017: $766,294Net Income 2017: $221,8102017Revenue 2018: $1,390,081Expenses 2018: $1,075,856Net Income 2018: $314,2252018Revenue 2019: $1,258,820Expenses 2019: $1,239,736Net Income 2019: $19,0842019Revenue 2020: $1,524,804Expenses 2020: $1,474,564Net Income 2020: $50,2402020Revenue 2021: $1,904,764Expenses 2021: $1,294,202Net Income 2021: $610,5622021Revenue 2022: $2,011,823Expenses 2022: $1,616,984Net Income 2022: $394,8392022Revenue 2023: $1,762,873Expenses 2023: $2,466,513Net Income 2023: -$703,6402023Revenue 2024: $2,836,368Expenses 2024: $3,047,327Net Income 2024: -$210,9592024Revenue 2025: $945,830Expenses 2025: $586,402Net Income 2025: $359,4282025

Highlighted filing

2016

Revenue$715,670
Expenses$731,847
Net Income-$16,177
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Apr 6, 2017
Return Version
2015v3.0
Gross Receipts
$840,158
Mission and Program Overview

Mission

Our mission is to "empower students to end social isolation in middle school through online and campus programs."

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$218,472$149,840▼ $68,632
Savings and Temporary Cash Investments$39,231$76,254▲ $37,023
Accounts Receivable-$14,047-
Prepaid Expenses and Deferred Charges$9,384$0▼ $9,384
Land, Buildings, and Equipment, Net-$1,223-
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$269,587$243,864▼ $25,723
Other Assets Total$2,500$2,500→ $0
Liabilities
Accounts Payable and Accrued Expenses$16,287$6,741▼ $9,546
Total Liabilities$16,287$6,741▼ $9,546
Net Assets / Fund Balance
Unrestricted Net Assets$111,563$237,123▲ $125,560
Temporarily Rstr Net Assets$141,737--
Total Net Assets Fund Balance$253,300$237,123▼ $16,177
Total Liabilities and Net Assets / Fund Balance$269,587$243,864▼ $25,723

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,223$87$1,310
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael WatenpaughChairman
Jaclynn DavisVice-Chair
Annie SammisDirector
Collette SellDirector
Donald KlineDirector
Evie TalmusDirector
Helene RoosDirector
Joe SaleskyDirector
Ken GoslinerDirector
Kim Fullerton-NelsonDirector
Marit BakkenDirector
Megan CusimanoDirector
Miguel BustosDirector
Ruth Mathis BissellDirector
Jacqueline NeuwirthSwire, Director
Averell SmithSecretary
Jay PaxtonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$715,118
Program Service Revenue
$0
Investment Income
$23
Other Revenue
$529
All Other Contributions
$478,462
Change in Net Assets
$-16,177
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$457,295
Salaries, Compensation, and Employee Benefits$237,678
Professional Fundraising Fees$36,874
Total Fundraising Expense$36,874
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$167,612$41,903-$209,515
Fees for Services Other$65,096$16,275-$81,371
All Other Expenses$57,795$14,563-$72,358
Fees for Services Professional Fundraising--$36,874$36,874
Conferences and Meetings$35,865--$35,865
Occupancy$22,357$5,589-$27,946
Other Expenses$26,827--$26,827
Payroll Taxes$14,142$3,535-$17,677
Office Expenses-$11,916-$11,916
Fees for Services Legal-$11,071-$11,071
Other Employee Benefits$8,389$2,097-$10,486
Insurance-$3,849-$3,849
Fees for Services Accounting-$1,610-$1,610
Advertising-$195-$195
Depreciation Depletion$70$17-$87
Total Functional Expenses$582,353$112,620$36,874$731,847
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$120,523
Fundraising Gross Income$120,523
Professional Fundraising Fees$36,874

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Shifting Gears$243,253$84,606$84,606$0
Annual Event$113,926$35,917$16,144$19,773
Total Events$357,179$120,523$120,523-
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
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Laura Talmus, Executive Director and Ace Smith Trustee Family RelationshipEvie Talmus Trustee and Laura Talmus, Executive Director Family Relationship

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

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

Documents available upon request

Filing and Contact Details

Filer

Filer Name
Beyond Differences
EIN
27-1772372
Phone
4152569095
Address
711 Grand Avenue, San Rafael, CA 94901

Signing Officer

Name
Laura Talmus
Title
Executive Director
Signed
2017-04-06
Discuss with paid preparer
No

Organization Details

Principal Officer
Michael Watenpaugh
Formed
2010
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
5

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
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IRS990/Form990PartVIISectionAGrp/PersonNm13Evie Talmus
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice-Chair
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Peer Organizations

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