Civic Intelligence

National Advocacy & Training Network

990 • Fiscal year 2019 • EIN 30-0026454

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 24, 2020

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

91st percentile

0.59x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

92nd percentile

0.45x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$55,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 21.1% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

23rd percentile

-17%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

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

Assets

Up

$199,425

Up $28,986 (+17%) from 2017

Net Assets

Up

$82,377

Up $32,898 (+66%) from 2017

Liabilities

Down

$117,048

Down $3,912 (-3.2%) from 2017

Revenue

Down

$260,276

Down $11,733 (-4.3%) from 2017

Expenses

Up

$299,466

Up $36,619 (+14%) from 2017

Net Income

Down

-$39,190

Down $48,352 (-528%) from 2017

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

2019

Assets$199,425
Liabilities$117,048
Net Assets$82,377

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

2019

Revenue$260,276
Expenses$299,466
Net Income-$39,190
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 24, 2020
Return Version
2019v5.1
Gross Receipts
$260,276
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$125,697$121,122▼ $4,575
Rtn Earn Endowment Incm Other Fnds$121,567$82,377▼ $39,190
Cash and Non-Interest-Bearing Accounts$110,137$73,973▼ $36,164
Total Assets$240,564$199,425▼ $41,139
Other Assets Total$4,730$4,330▼ $400
Liabilities
Mortgage Notes Payable Secured by Investment Property$118,997$116,964▼ $2,033
Other Liabilities-$84-
Total Liabilities$118,997$117,048▼ $1,949
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$121,567$82,377▼ $39,190
Total Net Assets Fund Balance$121,567$82,377▼ $39,190
Total Liabilities and Net Assets / Fund Balance$240,564$199,425▼ $41,139

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$90,040$33,503$123,543
Land$30,886-$30,886
Equipment$196$20,847$21,043
Other Land Buildings-$6,173$6,173
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Monalou CalleryChief Operating OfficerFT$55,000$55,000

Board Members and Trustees

NameTitle
Donna Baker-millerChair
Felicia SchumackerBoard Member
Jay DeutschBoard 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
$166,657
Program Service Revenue
$93,619
Investment Income
$0
Other Revenue
$0
All Other Contributions
$40,938
Change in Net Assets
$-39,190
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$196,555
Salaries, Compensation, and Employee Benefits$102,911
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$40,520$55,000-$95,520
Occupancy$80,792--$80,792
All Other Expenses$80,438--$80,438
Insurance$11,487--$11,487
Fees for Services Management$10,029--$10,029
Payroll Taxes$3,167$4,224-$7,391
Depreciation Depletion$4,575--$4,575
Fees for Services Accounting-$4,570-$4,570
Office Expenses$3,732--$3,732
Travel$932--$932
Total Functional Expenses$235,672$63,794$0$299,466
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$84
Payroll Liabilities-
Credit Card-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
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 CEO Board Member
Title
110818
Signed
2020-06-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Monalou Callery
Formed
2002
Legal Domicile
Az
Voting Board Members
11
Independent Board Members
11
Employees
4

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 415 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/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0121567
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt082377
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0166657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0245890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0164093
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0207597
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0198881
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0983118
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0983118
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0166657
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0245890
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0164093
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0207597
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0198881
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0983118
IRS990ScheduleA/TotalSupportAmt0983118
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/BookValueAmt090040
IRS990ScheduleD/BuildingsGrp/DepreciationAmt033503
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0123543
IRS990ScheduleD/EquipmentGrp/BookValueAmt0196
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020847
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt021043
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt030886
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt030886
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06173
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06173
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt084
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/TotalBookValueLandBuildingsAmt0121122
IRS990ScheduleD/TotalLiabilityAmt084
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0240564
IRS990/TotalAssetsEOYAmt0199425
IRS990/TotalAssetsGrp/BOYAmt0240564
IRS990/TotalAssetsGrp/EOYAmt0199425
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0166657
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt063794
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0235672
IRS990/TotalFunctionalExpensesGrp/TotalAmt0299466
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0118997
IRS990/TotalLiabilitiesEOYAmt0117048
IRS990/TotalLiabilitiesGrp/BOYAmt0118997
IRS990/TotalLiabilitiesGrp/EOYAmt0117048
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0121567
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt082377
IRS990/TotalProgramServiceExpensesAmt0235672
IRS990/TotalProgramServiceRevenueAmt093619
IRS990/TotalReportableCompFromOrgAmt055000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt093619
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0260276
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0240564
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0199425
IRS990/TravelGrp/ProgramServicesAmt0932
IRS990/TravelGrp/TotalAmt0932
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 51357
IRS990/USAddress/CityNm0PHOENIX
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd0850761357
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.NATN-AZ.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MONALOU CALLERY CEO BOARD MEMBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0110818
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL ADVOC & TRAINING NETWORK
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0300026454
ReturnHeader/Filer/PhoneNum06024881295
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 51357
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0850761357
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D52D2698D4BB7E09CA444473B501C4E0BB98E070
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D52D2698D4BB7E09CA444473B501C4E0BB98E070
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.191.176.171
ReturnHeader/FilingSecurityInformation/IPDt02020-06-30

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
2019Detailed filing. Detailed filing data is available for this year.$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
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$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