Civic Intelligence

Olivann

990 • Fiscal year 2019 • EIN 27-2265572

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

127 University AveBerkeley, CA 94710

(510) 841-4123

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

97th percentile

$248,784

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 35.5% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

96th percentile

147%

Faster asset growth than 96% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

100th percentile

83008%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$202,256

Up $120,394 (+147%) from 2018

Net Assets

Up

$202,246

Up $120,384 (+147%) from 2018

Liabilities

Up

$10

Up $10 from 2018

Revenue

Up

$701,433

Up $700,589 (+83008%) from 2018

Expenses

Down

$581,049

Down $2,737 (-0.5%) from 2018

Net Income

Up

$120,384

Up $703,326 (+121%) from 2018

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

2019

Assets$202,256
Liabilities$10
Net Assets$202,246

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

2019

Revenue$701,433
Expenses$581,049
Net Income$120,384
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$701,433
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 services to low-income individuals and public servants suffering fromtrauma;Improve the environment, including creating environmental and educationprograms around restoration ecology, public access to nature, and educationaround sustainable and equitable provision of food, shelter, energy, and materials;Conduct research to promote advancement in the sciences and humanities and develop technologies and processes to facilitate others to do the same; and Make grants to promote the above.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$27,036$178,469▲ $151,433
Cash and Non-Interest-Bearing Accounts$54,826$23,787▼ $31,039
Accounts Receivable-$0-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$81,862$202,256▲ $120,394
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$10-
Total Liabilities$0$10▲ $10
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$81,862$202,246▲ $120,384
Total Net Assets Fund Balance$81,862$202,246▲ $120,384
Total Liabilities and Net Assets / Fund Balance$81,862$202,256▲ $120,394
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather WilliamsTreas/Sec/EDPT$215,693$33,091$248,784

Board Members and Trustees

NameTitle
Rocky KahnPresident
Jennifer CanipeDirector
Octavio ChoiDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$700,000
Program Service Revenue
$0
Investment Income
$1,433
Other Revenue
$0
All Other Contributions
$700,000
Change in Net Assets
$120,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$261,453
Salaries, Compensation, and Employee Benefits$260,460
Other Expenses$59,136
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$223,906$24,878-$248,784
Grants to Domestic Orgs$232,000--$232,000
Grants to Domestic Individuals$29,453--$29,453
Occupancy$17,280$1,920-$19,200
Payroll Taxes$10,508$1,168-$11,676
Fees for Services Management-$7,165-$7,165
Fees for Services Accounting$5,692--$5,692
Insurance$2,795$1,376-$4,171
Fees for Services Other$3,450--$3,450
All Other Expenses$662$483-$1,145
Other Expenses$1,012$679-$1,012
Conferences and Meetings$100--$100
Total Functional Expenses$543,380$37,669$0$581,049
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
UsrcaSan Francisco, CA501(c)(3)Support Student Programs$100,000
UsrcaSan Francisco, CA501(c)(3)Support Students$100,000
Monterey Bay AcademySonora, CA501(c)(3)Speyer Scholarship$17,000
Lighthouse Community CharterOakland, CA501(c)(3)General Support$15,000
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
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 35% controlled entity
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
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Rocky Kahn (President) and Heather Williams (Officer) are married.

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

The Form 990 is provided to members of the Board for reveiw and approval before filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Each Director, corporate officer and employee of Olivann shall annually sign a statement that affirms that the person has received a copy of the Conflict of Interest policy. Certain individuals will also be required to disclose any financial interests and family relationships that could give rise to potential conflicts of interest. All signed documents are retained in the organizations files. Minutes from Board or Committee meetings will memorialize any conflicts of interests that are identified during these meetings clearly indicating the conflict. Any Board member with a perceived conflict of interest involving a particular act or transaction shall recuse themselves from voting on the manner and such action shall be included in the minutes.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The process for determining compensation of the organizations 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, Line 19: Other Organization Documents Publicly Available

Available upon request.

Filing and Contact Details

Filer

Filer Name
Olivann
EIN
27-2265572
Phone
5108414123
Address
127 University Ave, Berkeley, CA 94710

Signing Officer

Name
Rocky Kahn
Title
President
Signed
2020-11-16
Discuss with paid preparer
No

Organization Details

Formed
2010
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
1

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Antonio Tellez Jr
Phone
4159830200
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99930
IRS990ScheduleA/PublicSupportTotal170Amt02128683
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0700000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0700683
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0478000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0250000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02128683
IRS990ScheduleA/TotalSupportAmt02130116
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt029453
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/CashGrantAmt117000
IRS990ScheduleI/RecipientTable/CashGrantAmt2100000
IRS990ScheduleI/RecipientTable/CashGrantAmt3100000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Speyer Scholarship
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Support Student Programs
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Support Students
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Lighthouse Community Charter
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Monterey Bay Academy
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2USRCA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3USRCA
IRS990ScheduleI/RecipientTable/RecipientEIN0943370410
IRS990ScheduleI/RecipientTable/RecipientEIN1770454666
IRS990ScheduleI/RecipientTable/RecipientEIN2463010178
IRS990ScheduleI/RecipientTable/RecipientEIN3463010178
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0444 Hegenberger Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1C/o 80 S Forest Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23855 21st St Apt 2
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt33855 21st St Apt 2
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Oakland
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Sonora
IRS990ScheduleI/RecipientTable/USAddress/CityNm2San Francisco
IRS990ScheduleI/RecipientTable/USAddress/CityNm3San Francisco
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094621
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195370
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294114
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd394114
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0215693
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt033091
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Heather Williams
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Treas/Sec/ED
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0248784
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Rocky Kahn (President) and Heather Williams (Officer) are married.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is provided to members of the Board for reveiw and approval before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Each Director, corporate officer and employee of Olivann shall annually sign a statement that affirms that the person has received a copy of the Conflict of Interest policy. Certain individuals will also be required to disclose any financial interests and family relationships that could give rise to potential conflicts of interest. All signed documents are retained in the organizations files. Minutes from Board or Committee meetings will memorialize any conflicts of interests that are identified during these meetings clearly indicating the conflict. Any Board member with a perceived conflict of interest involving a particular act or transaction shall recuse themselves from voting on the manner and such action shall be included in the minutes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The process for determining compensation of the organizations 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/ExplanationTxt4Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt081862
IRS990/TotalAssetsEOYAmt0202256
IRS990/TotalAssetsGrp/BOYAmt081862
IRS990/TotalAssetsGrp/EOYAmt0202256
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0700000
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037669
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0543380
IRS990/TotalFunctionalExpensesGrp/TotalAmt0581049
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt010
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt010
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt081862
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0202246
IRS990/TotalOtherCompensationAmt033091
IRS990/TotalProgramServiceExpensesAmt0543380
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt0215693
IRS990/TotalRevenueGrp/ExclusionAmt01433
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0701433
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt081862
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0202256
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0127 University Ave
IRS990/USAddress/CityNm0Berkeley
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094710
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02

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