Civic Intelligence

National Advocacy & Training Network

990 • Fiscal year 2016 • EIN 30-0026454

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

PO Box 51357Phoenix, AZ 85076-1357

(602) 488-1295

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.75x

Higher debt load relative to assets than 92% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.36x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

50th percentile

3.2%

Higher net margin than 50% of similar nonprofits.

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

Top Officer Pay

92nd percentile

$50,769

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

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

Asset Growth

51st percentile

2.1%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

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

Assets

Up

$163,200

Up $3,371 (+2.1%) from 2015

Net Assets

Up

$40,317

Up $10,819 (+37%) from 2015

Liabilities

Down

$122,883

Down $7,448 (-5.7%) from 2015

Revenue

Down

$342,790

Down $41,603 (-11%) from 2015

Expenses

Down

$331,971

Down $160,780 (-33%) from 2015

Net Income

Up

$10,819

Up $119,177 (+110%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0-$100KAssets 2010: $66,750Liabilities 2010: $5,550Net Assets 2010: $61,2002010Assets 2011: $280,639Liabilities 2011: $3,781Net Assets 2011: $276,8582011Assets 2012: $337,285Liabilities 2012: $135,203Net Assets 2012: $202,0822012Assets 2013: $335,715Liabilities 2013: $132,816Net Assets 2013: $202,8992013Assets 2014: $270,186Liabilities 2014: $132,330Net Assets 2014: $137,8562014Assets 2015: $159,829Liabilities 2015: $130,331Net Assets 2015: $29,4982015Assets 2016: $163,200Liabilities 2016: $122,883Net Assets 2016: $40,3172016Assets 2017: $170,439Liabilities 2017: $120,960Net Assets 2017: $49,4792017Assets 2019: $199,425Liabilities 2019: $117,048Net Assets 2019: $82,3772019Assets 2020: $39,049Liabilities 2020: $47,287Net Assets 2020: -$8,2382020Assets 2021: $37,392Liabilities 2021: $24,814Net Assets 2021: $12,5782021Assets 2022: $8,008Liabilities 2022: $24,500Net Assets 2022: -$16,4922022

Highlighted filing

2016

Assets$163,200
Liabilities$122,883
Net Assets$40,317

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $250,9472010Expenses 2011: $321,7012011Expenses 2012: $549,5252012Revenue 2013: $672,035Expenses 2013: $667,431Net Income 2013: $4,6042013Revenue 2014: $515,346Expenses 2014: $580,389Net Income 2014: -$65,0432014Revenue 2015: $384,393Expenses 2015: $492,751Net Income 2015: -$108,3582015Revenue 2016: $342,790Expenses 2016: $331,971Net Income 2016: $10,8192016Revenue 2017: $272,009Expenses 2017: $262,847Net Income 2017: $9,1622017Revenue 2019: $260,276Expenses 2019: $299,466Net Income 2019: -$39,1902019Revenue 2020: $81,767Expenses 2020: $171,388Net Income 2020: -$89,6212020Revenue 2021: $111,782Expenses 2021: $90,966Net Income 2021: $20,8162021Revenue 2022: $12,656Expenses 2022: $41,726Net Income 2022: -$29,0702022

Highlighted filing

2016

Revenue$342,790
Expenses$331,971
Net Income$10,819
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$342,790
Mission and Program Overview

Mission

To address the health, safety, ecomomic and social justice issues related to domestic violence, sexual assault and substance abuse through education, public awareness and direct services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$139,785$134,958▼ $4,827
Rtn Earn Endowment Incm Other Fnds$29,498$40,317▲ $10,819
Cash and Non-Interest-Bearing Accounts$14,315$23,513▲ $9,198
Total Assets$159,829$163,200▲ $3,371
Other Assets Total$5,729$4,729▼ $1,000
Liabilities
Mortgage Notes Payable Secured by Investment Property$124,758$122,883▼ $1,875
Other Liabilities$5,573--
Total Liabilities$130,331$122,883▼ $7,448
Net Assets / Fund Balance
Unrestricted Net Assets$29,498$40,317▲ $10,819
Total Net Assets Fund Balance$29,498$40,317▲ $10,819
Total Liabilities and Net Assets / Fund Balance$159,829$163,200▲ $3,371

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$103,516$20,027$123,543
Land$30,886-$30,886
Equipment$556$26,661$27,217
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Monalou CalleryChief Operating OfficerFT$50,769$50,769

Board Members and Trustees

NameTitle
Sarah BuelChair
Donna Baker-millerBoard Member
Felicia SchumackerBoard Member
Jay DeutschBoard Member
Jill MadisonBoard Member
London BurnsBoard Member
Lucia Fakonas HowardBoard Member
Ma Khin Pyi SonBoard Member
Michelle SchwartzBoard Member
Nassim SanaBoard Member
Judy RegisterSecretary
Frank MurphyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$207,597
Program Service Revenue
$135,193
Investment Income
$0
Other Revenue
$0
All Other Contributions
$115,209
Change in Net Assets
$10,819
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$197,775
Salaries, Compensation, and Employee Benefits$134,196
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$70,956$50,769-$121,725
All Other Expenses$92,112--$92,112
Occupancy$78,870--$78,870
Insurance$11,424--$11,424
Payroll Taxes$5,950$4,021-$9,971
Fees for Services Accounting-$6,402-$6,402
Depreciation Depletion$4,827--$4,827
Other Employee Benefits$2,500--$2,500
Office Expenses$2,293--$2,293
Travel$1,451--$1,451
Conferences and Meetings$142--$142
Fees for Services Management$134--$134
Interest$120--$120
Total Functional Expenses$270,779$61,192$0$331,971
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
Federal income taxes-
Payroll Liabilities-
Credit Card-
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
Yes
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 GOVERNING BODY REVIEW, Line 11

The board chair reviews form 990 with the board prior to filing.

Form 990, Part VI, Section CONFLICT OF INTEREST POLICY COMPLIANCE, Line 12C

Reviewing the organizations policy with board members and and key employees and requiring them to disclose any possible conflicts that would violate the policy.

Form 990, Part VI, Section CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT COMP, Line 15A

Guidestar comparability data is used to determine reasonable salary ranges for directors and employees.

Form 990, Part VI, Section OTHER OFFICER OR KEY EMPLOYEE COMPENSATION, Line 15B

Guidestar comparability data is used to determine reasonable salary ranges for directors and employees.

Form 990, Part VI, Section GOVERNING DOCUMENTS ETC. AVAILABLE TO PUBLIC, Line 19

Organizational documents, policies, tax returns and financial reports are made available upon request.

Filing and Contact Details

Filer

Filer Name
National Advoc & Training Network
EIN
30-0026454
Phone
6024881295
Address
PO BOX 51357, PHOENIX, AZ 85076-1357

Signing Officer

Name
Monalou Callery Board Chair
Title
Board Chair
Signed
2017-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Monalou Callery
Formed
2002
Legal Domicile
Az
Voting Board Members
12
Independent Board Members
12
Employees
5

Preparer

Firm
Klinetobe Financial Services Inc
Address
PO Box 20370, Mesa, AZ 85277
Preparer
Tamara Klinetobe EA
Phone
4809868730
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Section LIST OF OTHER EXPENSES, Line 24E

See attached overflow statement listing line 24e expenses.

Raw XML AppendixShowing 400 of 423 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/PYContributionsGrantsAmt0203108
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0283695
IRS990/PYProgramServiceRevenueAmt0181285
IRS990/PYRevenuesLessExpensesAmt0-108358
IRS990/PYSalariesCompEmpBnftPaidAmt0209056
IRS990/PYTotalExpensesAmt0492751
IRS990/PYTotalRevenueAmt0384393
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt010819
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt029498
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt040317
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0207597
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0198881
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0367109
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0577402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0386083
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01737072
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01737072
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0207597
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0198881
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0367109
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0577402
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0386083
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01737072
IRS990ScheduleA/TotalSupportAmt01737072
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
IRS990ScheduleD/BuildingsGrp/BookValueAmt0103516
IRS990ScheduleD/BuildingsGrp/DepreciationAmt020027
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0123543
IRS990ScheduleD/EquipmentGrp/BookValueAmt0556
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026661
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027217
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt030886
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt030886
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Payroll Liabilities
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Credit Card
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0134958
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD CHAIR REVIEWS FORM 990 WITH THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWING THE ORGANIZATIONS POLICY WITH BOARD MEMBERS AND AND KEY EMPLOYEES AND REQUIRING THEM TO DISCLOSE ANY POSSIBLE CONFLICTS THAT WOULD VIOLATE THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GUIDESTAR COMPARABILITY DATA IS USED TO DETERMINE REASONABLE SALARY RANGES FOR DIRECTORS AND EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GUIDESTAR COMPARABILITY DATA IS USED TO DETERMINE REASONABLE SALARY RANGES FOR DIRECTORS AND EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIZATIONAL DOCUMENTS, POLICIES, TAX RETURNS AND FINANCIAL REPORTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SEE ATTACHED OVERFLOW STATEMENT LISTING LINE 24E EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section GOVERNING BODY REVIEW, Line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section CONFLICT OF INTEREST POLICY COMPLIANCE, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT COMP, Line 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section OTHER OFFICER OR KEY EMPLOYEE COMPENSATION, Line 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section GOVERNING DOCUMENTS ETC. AVAILABLE TO PUBLIC, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Section LIST OF OTHER EXPENSES, Line 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0159829
IRS990/TotalAssetsEOYAmt0163200
IRS990/TotalAssetsGrp/BOYAmt0159829
IRS990/TotalAssetsGrp/EOYAmt0163200
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0207597
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt061192
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0270779
IRS990/TotalFunctionalExpensesGrp/TotalAmt0331971
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0130331
IRS990/TotalLiabilitiesEOYAmt0122883
IRS990/TotalLiabilitiesGrp/BOYAmt0130331
IRS990/TotalLiabilitiesGrp/EOYAmt0122883
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt029498
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt040317
IRS990/TotalProgramServiceExpensesAmt0270779
IRS990/TotalProgramServiceRevenueAmt0135193
IRS990/TotalReportableCompFromOrgAmt050769
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0135193
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0342790
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0159829
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0163200
IRS990/TravelGrp/ProgramServicesAmt01451
IRS990/TravelGrp/TotalAmt01451
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt029498
IRS990/UnrestrictedNetAssetsGrp/EOYAmt040317
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 51357
IRS990/USAddress/CityNm0PHOENIX
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd0850761357
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.NATN-AZ.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MONALOU CALLERY BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL ADVOC & TRAINING NETWORK
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0300026454
ReturnHeader/Filer/PhoneNum06024881295
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 51357

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.25$0.16$0.13$0.42$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.25$0.13$1.12$0.91$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.47$0.08$0.82$1.71$0.90
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$1.17$0.82$2.60$2.99$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$1.21$0.49$2.72$2.63$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.63$1.23$0.40$3.43$3.32$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$1.30$0.29$3.84$4.93$1.08
2014Detailed filing. Detailed filing data is available for this year.$2.70$1.32$1.38$5.15$5.80$0.65
2013Detailed filing. Detailed filing data is available for this year.$3.36$1.33$2.03$6.72$6.67$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$1.35$2.02$5.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$0.04$2.77$3.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.06$0.61$2.51