Civic Intelligence

Beyond Differences

990 • Fiscal year 2017 • EIN 27-1772372

Jun 01, 2016 to May 31, 2017 • Filed on Feb 26, 2018

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

48th percentile

0.08x

Higher debt load relative to assets than 48% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.04x

Higher debt load relative to revenue than 34% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

80th percentile

22%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

96th percentile

105%

Faster asset growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

38%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$499,761

Up $255,897 (+105%) from 2016

Net Assets

Up

$458,933

Up $221,810 (+94%) from 2016

Liabilities

Up

$40,828

Up $34,087 (+506%) from 2016

Revenue

Up

$988,104

Up $272,434 (+38%) from 2016

Expenses

Up

$766,294

Up $34,447 (+4.7%) from 2016

Net Income

Up

$221,810

Up $237,987 (+1471%) from 2016

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

2017

Assets$499,761
Liabilities$40,828
Net Assets$458,933

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

2017

Revenue$988,104
Expenses$766,294
Net Income$221,810
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Feb 26, 2018
Return Version
2016v3.0
Gross Receipts
$1,125,552
Mission and Program Overview

Mission

Our mission is to "Inspire students at all middle schools nationwide to end social isolation and create a culture of belonging for everyone."

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$149,840$416,218▲ $266,378
Savings and Temporary Cash Investments$76,254$76,277▲ $23
Land, Buildings, and Equipment, Net$1,223$2,584▲ $1,361
Prepaid Expenses and Deferred Charges-$1,721-
Accounts Receivable$14,047$323▼ $13,724
Inventories for Sale or Use-$138-
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-
Total Assets$243,864$499,761▲ $255,897
Other Assets Total$2,500$2,500→ $0
Liabilities
Accounts Payable and Accrued Expenses$6,741$40,828▲ $34,087
Total Liabilities$6,741$40,828▲ $34,087
Net Assets / Fund Balance
Unrestricted Net Assets$237,123$406,888▲ $169,765
Temporarily Rstr Net Assets-$52,045-
Total Net Assets Fund Balance$237,123$458,933▲ $221,810
Total Liabilities and Net Assets / Fund Balance$243,864$499,761▲ $255,897

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,584$705$3,289
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael WatenpaughChairman
Jaclynn DavisVice-Chair
Annie SammisDirector
Elizabeth HausmanDirector
Evie TalmusDirector
Gale MondryDirector
Helene RoosDirector
Joe SaleskyDirector
Ken GoslinerDirector
Kim Fullerton-NelsonDirector
Miguel BustosDirector
Ruth Mathis BissellDirector
Wade RakesDirector
Jacqueline NeuwirthSwire, Director
Averell SmithSecretary
Jay PaxtonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$987,389
Program Service Revenue
$0
Investment Income
$22
Other Revenue
$693
All Other Contributions
$646,709
Change in Net Assets
$221,810
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$421,472
Salaries, Compensation, and Employee Benefits$331,320
Total Fundraising Expense$107,865
Professional Fundraising Fees$13,502
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$187,018$51,338$55,005$293,361
Fees for Services Other$101,639$4,550$16,278$122,467
Conferences and Meetings$43,994$9,338-$53,332
Occupancy$28,403$3,271$739$32,413
Advertising$31,167--$31,167
Office Expenses$14,445$3,697$7,720$25,862
Payroll Taxes$15,333$4,209$4,510$24,052
Travel$10,910$569$3,872$15,351
Other Employee Benefits$8,866$2,434$2,607$13,907
Fees for Services Professional Fundraising--$13,502$13,502
Fees for Services Legal$4,029$4,298-$8,327
Other Expenses$1,922$2,246$482$4,650
Insurance-$3,930-$3,930
All Other Expenses$480$1,459$213$2,152
Depreciation Depletion$494$124-$618
Total Functional Expenses$542,282$116,147$107,865$766,294
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$136,278
Fundraising Gross Income$136,278
Professional Fundraising Fees$13,502

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Event$421,704$126,655$109,855$16,800
Fall Event$39,341$1,274$500$774
Total Events$476,958$136,278$136,278-
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
Yes
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
Yes
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 12C: Explanation of Monitoring and Enforcement of Conflicts

The Board discusses and votes on issues where there is a conflict. The Board member in which there is a conflict is excused from voting.

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
2018-02-26
Discuss with paid preparer
No

Organization Details

Principal Officer
Michael Watenpaugh
Formed
2010
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
7
Volunteers
100

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/PersonNm10Jay Paxton
IRS990/Form990PartVIISectionAGrp/PersonNm11Jacqueline Neuwirth
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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IRS990/PrincipalOfficerNm0Michael Watenpaugh
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0292220

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