Civic Intelligence

Center for Financial Capability Inc

990 • Fiscal year 2018 • EIN 27-3406242

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileN/A
PO Box 218Palo Alto, CA 94302

(650) 218-8408

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.05x

Higher debt load relative to assets than 42% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

6th percentile

-55%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

1st percentile

-77%

Faster asset growth than 1% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

421%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$304,447

Down $1,006,919 (-77%) from 2017

Net Assets

Down

$289,993

Down $1,006,919 (-78%) from 2017

Liabilities

Flat

$14,454

Flat from 2017

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin6th percentile

Revenue

Up

$1,825,000

Up $1,475,000 (+421%) from 2017

Expenses

Up

$2,831,919

Up $1,991,044 (+237%) from 2017

Net Income

Down

-$1,006,919

Down $516,044 (-105%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2015: $1,088,125Liabilities 2015: $0Net Assets 2015: $1,088,1252015Assets 2016: $1,787,787Liabilities 2016: $0Net Assets 2016: $1,787,7872016Assets 2017: $1,311,366Liabilities 2017: $14,454Net Assets 2017: $1,296,9122017Assets 2018: $304,447Liabilities 2018: $14,454Net Assets 2018: $289,9932018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2018

Assets$304,447
Liabilities$14,454
Net Assets$289,993
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2015: $1,300,000Expenses 2015: $246,277Net Income 2015: $1,053,7232015Revenue 2016: $1,000,000Expenses 2016: $300,338Net Income 2016: $699,6622016Revenue 2017: $350,000Expenses 2017: $840,875Net Income 2017: -$490,8752017Revenue 2018: $1,825,000Expenses 2018: $2,831,919Net Income 2018: -$1,006,9192018Revenue 2019: $0Expenses 2019: $261,600Net Income 2019: -$261,6002019

Highlighted filing

2018

Revenue$1,825,000
Expenses$2,831,919
Net Income-$1,006,919
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$1,825,000
Mission and Program Overview

Mission

To provide a free personal finance education to young people throughout the united states.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,311,366$204,603▼ $1,106,763
Land, Buildings, and Equipment, Net-$27,344-
Other Notes and Loans Receivable, Net-$22,500-
Total Assets$1,311,366$304,447▼ $1,006,919
Other Assets Total-$50,000-
Liabilities
Other Liabilities$14,454$14,454→ $0
Total Liabilities$14,454$14,454→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,296,912$289,993▼ $1,006,919
Total Net Assets Fund Balance$1,296,912$289,993▼ $1,006,919
Total Liabilities and Net Assets / Fund Balance$1,311,366$304,447▼ $1,006,919

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$27,344$3,103$30,447
Other Assets Org$50,000--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Tim RanzettaOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,825,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,825,000
Change in Net Assets
$-1,006,919
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,709,076
Salaries, Compensation, and Employee Benefits$935,892
Grants and Similar Amounts Paid$186,951
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$834,660--$834,660
Travel$147,910$147,910-$295,820
Fees for Services Other$227,324--$227,324
Grants to Domestic Orgs$136,189--$136,189
Occupancy-$78,632-$78,632
Office Expenses$68,725--$68,725
Payroll Taxes$66,428--$66,428
Conferences and Meetings$51,546--$51,546
Grants to Domestic Individuals$50,762--$50,762
Pension Plan Contributions$19,797--$19,797
Other Employee Benefits$15,007--$15,007
Advertising$13,780--$13,780
Fees for Services Legal-$8,459-$8,459
Insurance-$7,199-$7,199
Fees for Services Accounting-$4,675-$4,675
Other Expenses$3,695--$3,695
Depreciation Depletion$3,103--$3,103
All Other Expenses$826--$826
Total Functional Expenses$2,585,044$246,875$0$2,831,919
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jumpstart CoalitionWashington, DC501c3-$113,500
Centennial High SchoolCorona, CA501c3-$9,700
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liability$14,454
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Page 6, Part VI, Line 11B

“Review is conducted accordingly when required.”

Form 990, Page 6, Part VI, Line 19

“Line 19, document is available upon request”

Filing and Contact Details

Filer

Filer Name
Center for Financial Capability
EIN
27-3406242
Phone
6502188408
Address
PO BOX 218, PALO ALTO, CA 94302

Signing Officer

Name
Tim Ranzetta
Title
Officer
Phone
6502188408
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Ranzetta
Formed
2010
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
24

Preparer

Firm
Hock Company Llp
Address
711 COLORADO AVENUE, PALO ALTO, CA 94303
Preparer
Gregory O Hock CPA
Phone
6506170415
Raw XML Appendix324 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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ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm019:00:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814605896
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOCK COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0711 COLORADO AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094303
ReturnHeader/PreparerPersonGrp/PhoneNum06506170415
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY O HOCK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-15T19:00:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$304,447
Liabilities
$14,454
Net assets
$289,993
Revenue
$1,825,000
Expenses
$2,831,919
Net income
-$1,006,919
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.26$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.29$1.83$2.83$1.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.01$1.30$0.35$0.84$0.49
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.00$1.79$1.00$0.30$0.70
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$1.30$0.25$1.05