Civic Intelligence

Being Adept

990EZ • Fiscal year 2016 • EIN 27-2578491

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 11, 2017

Organization ProfileWWW.BEINGADEPT.COM
PO Box 53Kentfield, CA 94904

(415) 755-0347

Siviq Scores

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

Liabilities / Assets

75th percentile

0.07x

Higher debt load relative to assets than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$48,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 44.5% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

96th percentile

301%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$18,128

Up $13,603 (+301%) from 2015

Net Assets

Up

$16,787

Up $12,689 (+310%) from 2015

Liabilities

Up

$1,341

Up $914 (+214%) from 2015

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin67th percentile

Revenue

Up

$107,917

Up $21,377 (+25%) from 2015

Expenses

Down

$95,228

Down $8,374 (-8.1%) from 2015

Net Income

Up

$12,689

Up $29,751 (+174%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$60K$40K$20K$0Assets 2015: $4,525Liabilities 2015: $427Net Assets 2015: $4,0982015Assets 2016: $18,128Liabilities 2016: $1,341Net Assets 2016: $16,7872016Assets 2017: $32,937Net Assets 2017: $32,9372017Assets 2018: $54,507Liabilities 2018: $1,841Net Assets 2018: $52,6662018Assets 2019: $21,399Net Assets 2019: $21,3992019Assets 2020: $13,022Liabilities 2020: $1,555Net Assets 2020: $11,4672020Assets 2021: $18,159Liabilities 2021: $2,642Net Assets 2021: $15,5172021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2016

Assets$18,128
Liabilities$1,341
Net Assets$16,787
Open 2016 Filing

Operations Trend

Revenue Growth76th percentile

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

$200K$100K$0-$100KRevenue 2015: $86,540Expenses 2015: $103,602Net Income 2015: -$17,0622015Revenue 2016: $107,917Expenses 2016: $95,228Net Income 2016: $12,6892016Revenue 2017: $133,624Expenses 2017: $113,809Net Income 2017: $19,8152017Revenue 2018: $184,603Expenses 2018: $169,874Net Income 2018: $14,7292018Revenue 2019: $144,137Expenses 2019: $175,404Net Income 2019: -$31,2672019Revenue 2020: $158,184Expenses 2020: $168,116Net Income 2020: -$9,9322020Revenue 2021: $78,426Expenses 2021: $74,376Net Income 2021: $4,0502021Revenue 2022: $5,332Expenses 2022: $20,849Net Income 2022: -$15,5172022

Highlighted filing

2016

Revenue$107,917
Expenses$95,228
Net Income$12,689
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 11, 2017
Return Version
2015v3.0
Gross Receipts
$107,917
Mission and Program Overview

Mission

Primary exempt purpose - the mission of being adept, a research and science based nonprofit organization, is to prevent alcohol and drug abuse among adolescents by empowering youth and parents to make informed choices. Founded in 2010 by jennifer grellman, ms counseling psychology, we partner with 5th - 8th grade students and their parents on a multi-component prevention strategy that blends the latest scientific findings from behavioral health experts with interactive classroom lessons that have been survey-tested.

Program Services

DescriptionGrantsExpenses
ALCOHOL AND DRUG EDUCATION OUTREACH-$89,136
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER S GRELLMANExecutive DiPT$48,000-$48,000
DR DILYS BARTDirectorPT$0--
ALLAN P GOLD PHDDirectorPT$0--
JENNIFER OVERSTREETDirectorPT$0--
KARIN CLARKE OTTDirectorPT$0--
LISA AMINIDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Being Adept
EIN
27-2578491
Phone
4157550347
Address
PO BOX 53, KENTFIELD, CA 94904

Signing Officer

Name
Jennifer S Grellman
Title
Executive Director
Phone
4157550347
Signed
2017-01-11
Discuss with paid preparer
Yes

Preparer

Firm
Anspach Financial Group
Address
900 5TH AVE STE 202, SAN RAFAEL, CA 94901-2928
Preparer
Adam Ladwig Ea
Phone
4154575780
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising/promotions 230 supplies 359 travel 137 meetings 148 insurance 2,424 taxes 10 dues & memberships 94 stipends 400 ciriculum development 419 bank charges 27 payroll processing 368 equipment rental 125 total 4,741”

Form 990-ez, Part II, Line 24

“Other assets 0 25 total 0 25”

Form 990-ez, Part II, Line 26

“Payable to officers, directors, etc. 427 1,341”

Form 990-ez, Part III

“Primary exempt purpose - the mission of being adept, a research and science based nonprofit organization, is to prevent alcohol and drug abuse among adolescents by empowering youth and parents to make informed choices. Founded in 2010 by jennifer grellman, ms counseling psychology, we partner with 5th - 8th grade students and their parents on a multi-component prevention strategy that blends the latest scientific findings from behavioral health experts with interactive classroom lessons that have been survey-tested.”

Raw XML Appendix160 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING/PROMOTIONS 230 SUPPLIES 359 TRAVEL 137 MEETINGS 148 INSURANCE 2,424 TAXES 10 DUES & MEMBERSHIPS 94 STIPENDS 400 CIRICULUM DEVELOPMENT 419 BANK CHARGES 27 PAYROLL PROCESSING 368 EQUIPMENT RENTAL 125 TOTAL 4,741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER ASSETS 0 25 TOTAL 0 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYABLE TO OFFICERS, DIRECTORS, ETC. 427 1,341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIMARY EXEMPT PURPOSE - THE MISSION OF BEING ADEPT, A RESEARCH AND SCIENCE BASED NONPROFIT ORGANIZATION, IS TO PREVENT ALCOHOL AND DRUG ABUSE AMONG ADOLESCENTS BY EMPOWERING YOUTH AND PARENTS TO MAKE INFORMED CHOICES. FOUNDED IN 2010 BY JENNIFER GRELLMAN, MS COUNSELING PSYCHOLOGY, WE PARTNER WITH 5TH - 8TH GRADE STUDENTS AND THEIR PARENTS ON A MULTI-COMPONENT PREVENTION STRATEGY THAT BLENDS THE LATEST SCIENTIFIC FINDINGS FROM BEHAVIORAL HEALTH EXPERTS WITH INTERACTIVE CLASSROOM LESSONS THAT HAVE BEEN SURVEY-TESTED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER S GRELLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04157550347
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-11
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM LADWIG EA
ReturnHeader/ReturnTs02017-01-30T15:11:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,128
Liabilities
$1,341
Net assets
$16,787
Revenue
$107,917
Expenses
$95,228
Net income
$12,689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.05$0.21$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.03$0.16$0.78$0.74$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.02$0.11$1.58$1.68$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.21$1.44$1.75$0.31
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.02$0.53$1.85$1.70$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.33$1.34$1.14$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.01$0.17$1.08$0.95$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.04$0.87$1.04$0.17