Civic Intelligence

Institute for Change

990EZ • Fiscal year 2015 • EIN 32-0153026

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 26, 2016

Organization ProfileWWW.INSTITUTE4CHANGE.ORG
3580 Clay StSan Francisco, CA 94118

(415) 775-6089

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

4th percentile

-112%

Higher net margin than 4% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$48,929

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 68.9% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$124,613

No earlier filing loaded for comparison.

Net Assets

$124,613

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

$71,000

No earlier filing loaded for comparison.

Expenses

$150,454

No earlier filing loaded for comparison.

Net Income

-$79,454

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2015: $124,613Net Assets 2015: $124,6132015Assets 2016: $47,624Liabilities 2016: $982Net Assets 2016: $46,6422016Assets 2017: $76,185Net Assets 2017: $76,1852017Assets 2018: $91,974Net Assets 2018: $91,9742018Assets 2019: $112,033Net Assets 2019: $112,0332019Assets 2020: $104,287Net Assets 2020: $104,2872020Assets 2021: $145,534Net Assets 2021: $145,5342021Assets 2022: $186,792Net Assets 2022: $186,7922022Assets 2024: $193,780Net Assets 2024: $193,7802024

Highlighted filing

2015

Assets$124,613
Liabilities-
Net Assets$124,613
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2015: $71,000Expenses 2015: $150,454Net Income 2015: -$79,4542015Revenue 2016: $44,000Expenses 2016: $127,125Net Income 2016: -$83,1252016Revenue 2017: $51,500Expenses 2017: $22,939Net Income 2017: $28,5612017Revenue 2018: $38,440Expenses 2018: $18,651Net Income 2018: $19,7892018Revenue 2019: $35,238Expenses 2019: $15,179Net Income 2019: $20,0592019Revenue 2020: $0Expenses 2020: $7,746Net Income 2020: -$7,7462020Revenue 2021: $44,024Expenses 2021: $2,777Net Income 2021: $41,2472021Revenue 2022: $47,541Expenses 2022: $6,283Net Income 2022: $41,2582022Revenue 2024: $0Expenses 2024: $7,178Net Income 2024: -$7,1782024

Highlighted filing

2015

Revenue$71,000
Expenses$150,454
Net Income-$79,454
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 26, 2016
Return Version
2015v2.0
Gross Receipts
$71,000
Mission and Program Overview

Mission

The institute for change provides leadership development, organizational change training, and advice to non-profit organizations to enable them to be more effective in achieving the goals of their missions.

Program Services

DescriptionGrantsExpenses
LEADERSHIP, COACHING, AND ORGANIZATIONAL DEVELOPMENT FOR VARIOUS INDIVIDUALS AND ORGANIZATIONS.$94,251-
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY B MCNEILExecutive DirectorFT$48,929-$48,929
PATRICIA BAUMANPresident-$0--
THOMAS DEBRUINTreasurer-$0--
KATHY GILLEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Institute for Change
EIN
32-0153026
Phone
4157756089
Address
3580 CLAY ST, SAN FRANCISCO, CA 94118

Signing Officer

Name
Larry B Mcneil
Title
Executive Director
Signed
2016-07-26
Discuss with paid preparer
Yes

Preparer

Firm
T G Johnson & Associates
Address
7700 Edgewater Drive Suite 736, Oakland, CA 94621
Preparer
Tom G Johnson
Phone
5106323272
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $2322”

Other Expenses.1

“PRINCIPAL EXPENSES $9173”

Other Expenses.2

“Lbm exp rpt payments $7230”

Other Expenses.3

“Books and publications $1170”

Other Expenses.4

“CONSULTANT EXPENSES $223”

Other Assets.1005

“Accounts Receivable - Beginning $12000 Accounts Receivable - Ending $9156”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $100 Accounts Payable and Accrued Expenses - Ending $0”

Raw XML Appendix149 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS DEBRUIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHY GILLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
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IRS990EZ/OtherExpensesTotalAmt020118
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IRS990EZ/ProgramServiceRevenueAmt071000
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.INSTITUTE4CHANGE.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE INSTITUTE FOR CHANGE IS A "PUBLICLY SUPPORTED" ORGANIZATION BECAUSE IT SATISFIED THE FACTS AND CIRCUMSTANCES TEST. THE ORGANIZATION RECEIVED MORE THAN 10% OF ITS SUPPORT FROM PUBLIC SUPPORT OVER THE FIRST FIVE YEARS OF ITS EXISTANCE. IN ADDITION, THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, INCLUDING SOLICITING FUNDS FROM VARIOUS PRIVATE FOUNDATIONS.THE ORGANIZATION PROVIDES SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUING BASIS THROUGH ITS WORK WITH NON-PROFIT ORGANIZATIONS TO STRENGTHEN THEIR CAPABILITIES THROUGH LEADERSHP DEVELOPMENT AND ORGANIZATIONAL CHANGE. THIS WORK INCLUDES:* BUILDING EFFECTIVE COHESIVE LEADERSHIP TEAMS THROUGH TEAM BUILDING ADVICE, ACTIVITIES AND INDIVIDUAL COACHING.* ASSISTING WITH DEVELOPMENT OF AN ORGANIZATION'S VISION AND STRATEGIC PLAN.* ADVISING ON CHANGES NECESSARY TO ENSURE THAT STRUCTURES AND CULTURES MATCH THE NEEDS OF AN ORGANIZATION'S MISSION* FOCUSING PERFORMANCE MANAGEMENT SYSTEMS ON OUTCOMES AND STAFF DEVELOPMENT TO HELP IMPROVE QUALITY AND ENABLE ORGANIZATIONS TO GROW.THE GOAL OF THIS WORK IS TO MAXIMIZE THE EFFECTIVENESS OF NON-PROFIT ORGANIZATIONS AND ENHANCE THEIR CAPACITY TO ACHIEVE THEIR MISSIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Additional Supplemental Information
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $2322
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRINCIPAL EXPENSES $9173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LBM EXP RPT PAYMENTS $7230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOKS AND PUBLICATIONS $1170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTANT EXPENSES $223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Receivable - Beginning $12000 Accounts Receivable - Ending $9156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable and Accrued Expenses - Beginning $100 Accounts Payable and Accrued Expenses - Ending $0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1001
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY B MCNEIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE FOR CHANGE
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0320153026
ReturnHeader/Filer/PhoneNum04157756089
ReturnHeader/Filer/USAddress/AddressLine1Txt03580 CLAY ST
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094118
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07700 Edgewater Drive Suite 736
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094621
ReturnHeader/PreparerPersonGrp/PhoneNum05106323272
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TOM G JOHNSON
ReturnHeader/ReturnTs02016-07-26T16:26:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,613
Liabilities
-
Net assets
$124,613
Revenue
$71,000
Expenses
$150,454
Net income
-$79,454
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.94$1.94$0.00$0.07$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.87$1.87$0.48$0.06$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$1.46$0.44$0.03$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$1.04$0.00$0.08$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.12$1.12$0.35$0.15$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.38$0.19$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.76$0.52$0.23$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.01$0.47$0.44$1.27$0.83
2015Detailed filing. Detailed filing data is available for this year.$1.25$1.25$0.71$1.50$0.79