Civic Intelligence

Center for Applied Research Solutions

EIN 30-0088507 • 501(c)3 • Santa Rosa, CA

Profile

Organized to develop an institute to research, educate, train and disseminate educational materials to individuals, groups, communities and organizations interested in applying research findings to public policy measures and social change initiatives.

Refreshing map…

1275 4th Street 190Santa Rosa, CA 95404-4057

www.cars-rp.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

44th percentile

0.13x

Higher debt load relative to assets than 44% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.10x

Higher debt load relative to revenue than 31% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

56th percentile

6.9%

Higher net margin than 56% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$209,465

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

48th percentile

6.2%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Assets

Up

$9,731,715

Up $2,345,837 (+32%) from 2022

Liabilities

Down

$1,241,971

Down $808,910 (-39%) from 2022

Net Assets

Up

$8,489,744

Up $3,154,747 (+59%) from 2022

Revenue

Up

$12,775,813

Up $1,443,435 (+13%) from 2022

Expenses

Up

$11,891,950

Up $1,460,071 (+14%) from 2022

Net Income

Down

$883,863

Down $16,636 (-1.8%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $370,468Liabilities 2010: $169,857Net Assets 2010: $200,6112010Assets 2011: $415,412Liabilities 2011: $185,409Net Assets 2011: $230,0032011Assets 2013: $716,554Liabilities 2013: $383,811Net Assets 2013: $332,7432013Assets 2014: $691,478Liabilities 2014: $371,325Net Assets 2014: $320,1532014Assets 2015: $1,038,237Liabilities 2015: $505,845Net Assets 2015: $532,3922015Assets 2016: $1,186,758Liabilities 2016: $434,638Net Assets 2016: $752,1202016Assets 2017: $1,702,628Liabilities 2017: $515,276Net Assets 2017: $1,187,3522017Assets 2020: $3,360,425Liabilities 2020: $938,298Net Assets 2020: $2,422,1272020Assets 2021: $6,144,235Liabilities 2021: $1,709,737Net Assets 2021: $4,434,4982021Assets 2022: $7,385,878Liabilities 2022: $2,050,881Net Assets 2022: $5,334,9972022Assets 2024: $9,731,715Liabilities 2024: $1,241,971Net Assets 2024: $8,489,7442024

Highlighted filing

2024

Assets$9,731,715
Liabilities$1,241,971
Net Assets$8,489,744

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,843,2292010Expenses 2011: $1,716,6932011Revenue 2013: $2,563,143Expenses 2013: $2,476,980Net Income 2013: $86,1632013Revenue 2014: $1,969,626Expenses 2014: $1,982,216Net Income 2014: -$12,5902014Revenue 2015: $4,188,315Expenses 2015: $3,976,076Net Income 2015: $212,2392015Revenue 2016: $4,849,905Expenses 2016: $4,630,177Net Income 2016: $219,7282016Revenue 2017: $5,539,614Expenses 2017: $5,104,384Net Income 2017: $435,2302017Revenue 2020: $5,169,222Expenses 2020: $4,578,070Net Income 2020: $591,1522020Revenue 2021: $10,385,550Expenses 2021: $8,373,179Net Income 2021: $2,012,3712021Revenue 2022: $11,332,378Expenses 2022: $10,431,879Net Income 2022: $900,4992022Revenue 2024: $12,775,813Expenses 2024: $11,891,950Net Income 2024: $883,8632024

Highlighted filing

2024

Revenue$12,775,813
Expenses$11,891,950
Net Income$883,863

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$11,332,378
Mission and Program Overview

Mission

Organized to develop an institute to research, educate, train and disseminate educational materials to individuals, groups, communities and organizations interested in applying research findings to public policy measures and social change initiatives.

To develop an institute to research, educate, train and disseminate educational materials

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,671,647$5,589,012▲ $1,917,365
Accounts Receivable$2,359,807$1,665,266▼ $694,541
Land, Buildings, and Equipment, Net$10,001$10,000▼ $1
Total Assets$6,144,235$7,385,878▲ $1,241,643
Other Assets Total$102,780$121,600▲ $18,820
Liabilities
Accounts Payable and Accrued Expenses$1,211,895$1,866,162▲ $654,267
Unsecured Notes Loans Payable$370,589--
Deferred Revenue$127,253$184,719▲ $57,466
Total Liabilities$1,709,737$2,050,881▲ $341,144
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,434,498$5,294,997▲ $860,499
Net Assets With Donor Restrictions-$40,000-
Total Net Assets Fund Balance$4,434,498$5,334,997▲ $900,499
Total Liabilities and Net Assets / Fund Balance$6,144,235$7,385,878▲ $1,241,643

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$10,000$57,950$67,950
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kerrilyn ScottExecutive DirectorFT$173,186$36,279$209,465
Erika GreenEmployeeFT$167,033$42,240$209,273
Miranda MarchEmployeeFT$160,119$41,651$201,770
Leora Wolf-prusanEmployeeFT$170,035$26,592$196,627
Angela CastellanosEmployeeFT$169,065$18,991$188,056
Kimberly WeisEmployeeFT$135,005$27,350$162,355
Heliana RamirezEmployeeFT$126,145$17,683$143,828

Board Members and Trustees

NameTitle
Sharon GriffinDirector
Will HarrisDirector
Yuichiro NakaiDirector
Barbara ThorsenSecretary-treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Change Matrix LLCSubcontract2251 NRAMPART BLVD 365, Las Vegas, NV 89128$562,069
Georgetown UniversitySubcontractPO BOX 825738, Philadelphia, PA 19182$381,278
The Reilly GroupSubcontract1730 S FEDERAL HWY 336, Delray Beach, FL 33483$292,035
Youth Move NationalSubcontract648 N PLANKINTON AVE, Milwaukee, WI 53203$222,940
Nami CaliforniaSubcontract425 UNIVERSITY AVE STE 222, Sacramento, CA 95825$172,450
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,950,145
Investment Income
$2,677
Other Revenue
$379,556
Change in Net Assets
$900,499

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,332,378
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$11,332,378
Total Revenue per Form 990
$11,332,378
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,771,247
Salaries, Compensation, and Employee Benefits$4,660,632
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,967,351$646,445-$3,613,796
Pension Plan Contributions$337,483$74,082-$411,565
Current Officers, Directors, Trustees, and Key Employees$305,992$34,227-$340,219
Payroll Taxes$241,943$53,109-$295,052
Office Expenses$244,490$34,437-$278,927
Other Expenses$198,405$70,940-$269,345
Occupancy$152,978$37,006-$189,984
All Other Expenses$182,375$5,258-$187,633
Information Technology$168,202--$168,202
Conferences and Meetings$87,681--$87,681
Travel$51,584$8,547-$60,131
Fees for Services Accounting-$45,542-$45,542
Fees for Services Legal-$25,567-$25,567
Insurance-$12,448-$12,448
Interest-$10-$10
Total Functional Expenses$8,477,100$1,954,779$0$10,431,879

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,431,879
Total Expenses per Audited Statements$10,431,879
Total Expenses per Form 990$10,431,879
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Yuichiro NakaiHusband of the Organizations Executive Director, Kerrilyn ScottOccupancy Expense PaymentsNo$24,600
Kashiwa NakaiSon of the Organizations Executive Director, Kerrilyn ScottOffice -clerical ServicesNo$3,600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
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 A, Line 2

Kerrilyn scott and yuichiro nakai are husband and wife

Form 990, Part VI, Section B, Line 11B

The governing body collectively receives and reviews both the annual return of organization exempt from income tax and the annual audited financial statements

Form 990, Part VI, Section B, Line 12C

A written conflict of interest policy requires all board members and employees to disclose conflicts on an annual basis

Form 990, Part VI, Section B, Line 15

Compensation of all employees is based upon comparability data obtained from similar organizations. The executive director's compensation is approved by the board of directors. A board member with a conflict of interest is prohibited from participating in any deliberations and decisions.

Form 990, Part VI, Section C, Line 19

The organizations website provides public inspection of its audited financial statements,irs determination letter and form 990 ( available upon request).

Filing and Contact Details

Filer

Filer Name
Center for Applied Research
EIN
30-0088507
Phone
7075683800
Address
1275 4TH STREET 190, SANTA ROSA, CA 95404-4057

Signing Officer

Name
Kerrilyn Scott
Title
Exec. Director
Phone
7075683800
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kerrilyn Scott
Formed
2001
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
41
Volunteers
0

Preparer

Firm
John Olekszulin CPA
Address
PO BOX1387, ELK GROVE, CA 95759
Preparer
John Olekszulin
Phone
9166850380
Raw XML AppendixShowing 400 of 600 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount60
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