Civic Intelligence

Olivann

990 • Fiscal year 2017 • EIN 27-2265572

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 20, 2018

1117 Morton StreetAlameda, CA 94501

(510) 601-7625

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

94th percentile

$159,053

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 22.7% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

94th percentile

104%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

47%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$664,804

Up $339,138 (+104%) from 2016

Net Assets

Up

$664,804

Up $339,138 (+104%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$701,124

Up $223,057 (+47%) from 2016

Expenses

Up

$361,986

Up $1,380 (+0.4%) from 2016

Net Income

Up

$339,138

Up $221,677 (+189%) from 2016

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2014: $125,342Liabilities 2014: $0Net Assets 2014: $125,3422014Assets 2015: $208,205Liabilities 2015: $0Net Assets 2015: $208,2052015Assets 2016: $325,666Liabilities 2016: $0Net Assets 2016: $325,6662016Assets 2017: $664,804Liabilities 2017: $0Net Assets 2017: $664,8042017Assets 2018: $81,862Liabilities 2018: $0Net Assets 2018: $81,8622018Assets 2019: $202,256Liabilities 2019: $10Net Assets 2019: $202,2462019Assets 2020: $1,248,990Liabilities 2020: $10Net Assets 2020: $1,248,9802020Assets 2021: $1,187,765Liabilities 2021: $10Net Assets 2021: $1,187,7552021Assets 2022: $1,748,771Liabilities 2022: $10Net Assets 2022: $1,748,7612022Assets 2023: $15,513,775Liabilities 2023: $10Net Assets 2023: $15,513,7652023Assets 2024: $16,274,794Liabilities 2024: $20,455Net Assets 2024: $16,254,3392024

Highlighted filing

2017

Assets$664,804
Liabilities$0
Net Assets$664,804

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2014: $253,965Expenses 2014: $308,910Net Income 2014: -$54,9452014Revenue 2015: $250,000Expenses 2015: $167,137Net Income 2015: $82,8632015Revenue 2016: $478,067Expenses 2016: $360,606Net Income 2016: $117,4612016Revenue 2017: $701,124Expenses 2017: $361,986Net Income 2017: $339,1382017Revenue 2018: $844Expenses 2018: $583,786Net Income 2018: -$582,9422018Revenue 2019: $701,433Expenses 2019: $581,049Net Income 2019: $120,3842019Revenue 2020: $1,683,811Expenses 2020: $639,804Net Income 2020: $1,044,0072020Revenue 2021: $611,280Expenses 2021: $667,051Net Income 2021: -$55,7712021Revenue 2022: $1,202,130Expenses 2022: $641,124Net Income 2022: $561,0062022Revenue 2023: $14,333,329Expenses 2023: $690,200Net Income 2023: $13,643,1292023Revenue 2024: -$8,772Expenses 2024: $826,995Net Income 2024: -$835,7672024

Highlighted filing

2017

Revenue$701,124
Expenses$361,986
Net Income$339,138
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 20, 2018
Return Version
2017v2.3
Gross Receipts
$701,124
Mission and Program Overview

Mission

Olivann's mission is to provide services to low-income individuals and public servants suffering from trauma. In addition olivann is dedicated to educating low-income students through scholarships and financial aid, and to making grants to promote scientific advancement and education.

Provide grants for education and science; provide supported services to low-income individuals and public servants suffering from trauma.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$325,666$664,804▲ $339,138
Savings and Temporary Cash Investments$290,067$626,191▲ $336,124
Cash and Non-Interest-Bearing Accounts$35,599$38,613▲ $3,014
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$325,666$664,804▲ $339,138
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$325,666$664,804▲ $339,138
Total Liabilities and Net Assets / Fund Balance$325,666$664,804▲ $339,138
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather WilliamsTreas./sec./exec. DirectorPT$135,770$23,283$159,053

Board Members and Trustees

NameTitle
Rocky KahnPresident
Jennifer CanipeDirector
Octavio ChoiDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$700,683
Program Service Revenue
$0
Investment Income
$441
Other Revenue
$0
All Other Contributions
$700,683
Change in Net Assets
$339,138
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$169,152
Grants and Similar Amounts Paid$103,247
Other Expenses$89,587
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$106,565$52,487-$159,052
Grants to Domestic Individuals$61,847--$61,847
Grants to Domestic Orgs$41,400--$41,400
Fees for Services Other$4,480$17,922-$22,402
Fees for Services Legal-$20,527-$20,527
Occupancy$12,864$6,336-$19,200
Payroll Taxes$6,767$3,333-$10,100
Office Expenses$6,707$3,303-$10,010
Insurance$4,232$2,085-$6,317
Fees for Services Accounting-$6,275-$6,275
All Other Expenses-$4,484-$4,484
Travel-$82-$82
Other Expenses-$40-$40
Total Functional Expenses$244,862$117,124$0$361,986
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Monterey Bay AcademyLa Selva Bch, CA501(c)(3)General Support$16,400
Lighthouse Community Charter Public SchoolOakland, CA501(c)(3)General Support$15,000
The CrucibleOakland, CA501(c)(3)General Support$10,000
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
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
No
CEO compensation reviewed
Yes
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 2

Rocky kahn and heather williams are husband and wife.

Form 990, Part VI, Section A, Line 8B

There are no committees with authority to act on behalf of the governing body.

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

The form 990 is provided to members of the board for their review and approval before filing.

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

All officers and directors are required to disclose to the board, any interest that could give rise to conflicts.

Form 990, Part VI, Section B, Line 15A

The process for determining compensation of the organization's executive director, heather williams, included a written employment contract and comparability data and contemporaneous substantiation of the deliberation and decision through compensation survey or study.

Form 990, Part VI, Section C, Line 19

All documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Olivann
EIN
27-2265572
Phone
5106017625
Address
1117 MORTON STREET, ALAMEDA, CA 94501

Signing Officer

Name
Rocky Kahn
Title
President
Phone
5106017625
Signed
2018-09-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rocky Kahn
Formed
2010
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
1
Volunteers
0

Preparer

Firm
Moss Adams Llp
Address
3121 W MARCH LN STE 200, STOCKTON, CA 95219-2367
Preparer
Tracy S Paglia
Phone
2099556100
Raw XML AppendixShowing 400 of 407 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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IRS990/MissionDesc0OLIVANN'S MISSION IS TO PROVIDE SUPPORTED SERVICES TO LOW-INCOME INDIVIDUALS AND PUBLIC SERVANTS SUFFERING FROM TRAUMA. IN ADDITION OLIVANN IS DEDICATED TO EDUCATING LOW-INCOME STUDENTS THROUGH SCHOLARSHIPS AND FINANCIAL AID, AND TO MAKING GRANTS TO PROMOTE SCIENTIFIC ADVANCEMENT AND EDUCATION.
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0950761907
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194621
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294607
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTEE SUBMITS A FULL AND COMPLETE REPORT TO GRANTOR AS OF THE END ANY CALENDAR YEAR WITHIN WHICH ANY PORTION OF THE GRANT IS RECEIVED OR SPENT. GRANTEE SUBMITS THIS REPORT NO LATER THAN 30 DAYS FOLLOWING THE END OF SUCH YEAR. THE REPORT DESCRIBES THE CHARITABLE PROGRAMS CONDUCTED BY THE GRANTEE WITH THE PROCEEDS OF THE GRANT AND ALL EXPENDITURES MADE FROM THE GRANT FUNDS, AND REPORTS ON GRANTEE'S COMPLIANCE WITH THE TERMS OF THE AGREEMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0135770
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt023283
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0HEATHER WILLIAMS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TREAS./SEC./EXEC. DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0159053
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROCKY KAHN AND HEATHER WILLIAMS ARE HUSBAND AND WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PROVIDED TO MEMBERS OF THE BOARD FOR THEIR REVIEW AND APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE TO THE BOARD, ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR, HEATHER WILLIAMS, INCLUDED A WRITTEN EMPLOYMENT CONTRACT AND COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION THROUGH COMPENSATION SURVEY OR STUDY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0664804
IRS990/TotalAssetsGrp/BOYAmt0325666
IRS990/TotalAssetsGrp/EOYAmt0664804
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0700683
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0117124
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0244862
IRS990/TotalFunctionalExpensesGrp/TotalAmt0361986
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0325666
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0664804
IRS990/TotalOtherCompensationAmt023283
IRS990/TotalProgramServiceExpensesAmt0244862
IRS990/TotalReportableCompFromOrgAmt0135770
IRS990/TotalRevenueGrp/ExclusionAmt0441
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0701124
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0325666
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0664804
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt082
IRS990/TravelGrp/TotalAmt082
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01117 MORTON STREET
IRS990/USAddress/CityNm0ALAMEDA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094501
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROCKY KAHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05106017625
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OLIVANN
ReturnHeader/Filer/BusinessNameControlTxt0OLIV
ReturnHeader/Filer/EIN0272265572
ReturnHeader/Filer/PhoneNum05106017625
ReturnHeader/Filer/USAddress/AddressLine1Txt01117 MORTON STREET
ReturnHeader/Filer/USAddress/CityNm0ALAMEDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094501
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EE4C3990ADBFF1D7AB96F98A4D28E8D7BD183798
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.129.7.100
ReturnHeader/FilingSecurityInformation/IPDt02018-09-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:28:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03121 W MARCH LN STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0952192367
ReturnHeader/PreparerPersonGrp/PhoneNum02099556100

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