Civic Intelligence

Institute for Change

990EZ • Fiscal year 2019 • EIN 32-0153026

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization ProfileWWW.INSTITUTE4CHANGE.ORG
3580 Clay StreetSan 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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

36th percentile

-8.3%

Faster revenue growth than 36% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$112,033

Up $20,059 (+22%) from 2018

Net Assets

Up

$112,033

Up $20,059 (+22%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Down

$35,238

Down $3,202 (-8.3%) from 2018

Expenses

Down

$15,179

Down $3,472 (-19%) from 2018

Net Income

Up

$20,059

Up $270 (+1.4%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$200K$150K$100K$50K$0Assets 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

2019

Assets$112,033
Liabilities-
Net Assets$112,033
Open 2019 Filing

Operations Trend

Revenue Growth36th percentile

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

$200K$100K$0-$100KRevenue 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

2019

Revenue$35,238
Expenses$15,179
Net Income$20,059
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.0
Gross Receipts
$35,238
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.$8,006-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY B MCNEILExec. DirectorFT$0--
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 STREET, SAN FRANCISCO, CA 94118

Signing Officer

Name
Larry B Mcneil
Title
Executive Director
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
T G Johnson & Associates
Address
401 Roland Way Suite 215, Oakland, CA 94621
Preparer
Tom G Johnson
Phone
5106323272
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $794”

Other Expenses.1

“Account analysis fee $216”

Raw XML Appendix133 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094118
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt091974
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LARRY B MCNEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATRICIA BAUMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS DEBRUIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHY GILLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Exec. Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramServiceRevenueAmt01500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LEADERSHIP, COACHING, AND ORGANIZATIONAL DEVELOPMENT FOR VARIOUS INDIVIDUALS AND ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08006
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015179
IRS990EZ/TotalProgramServiceExpensesAmt08006
IRS990EZ/TotalRevenueAmt035238
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.INSTITUTE4CHANGE.ORG
IRS990ScheduleA/First5Years170Ind0X
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
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt033738
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt036940
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0120678
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0120678
IRS990ScheduleA/TotalSupportAmt0120678
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNT ANALYSIS FEE $216
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY B MCNEIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE FOR CHANGE
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0320153026
ReturnHeader/Filer/PhoneNum04157756089
ReturnHeader/Filer/USAddress/AddressLine1Txt03580 CLAY STREET
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942922528
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0T G Johnson & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 Roland Way Suite 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094621
ReturnHeader/PreparerPersonGrp/PhoneNum05106323272
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TOM G JOHNSON
ReturnHeader/ReturnTs02020-11-12T11:15:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,033
Liabilities
-
Net assets
$112,033
Revenue
$35,238
Expenses
$15,179
Net income
$20,059
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