Civic Intelligence

Institute for the Study of Learning and Expertise

990 • Fiscal year 2016 • EIN 33-0324461

Oct 01, 2015 to Sep 30, 2016 • Filed on May 14, 2017

Organization ProfileN/A
2164 Staunton CourtPalo Alto, CA 94306

(650) 494-3884

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.02x

Higher debt load relative to revenue than 25% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

90th percentile

42%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

87th percentile

$176,579

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 29.7% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

29%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$1,628,046

Up $251,545 (+18%) from 2015

Net Assets

Up

$1,615,770

Up $251,555 (+18%) from 2015

Liabilities

Down

$12,276

Down $10 (-0.1%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin90th percentile

Revenue

Up

$595,144

Up $132,060 (+29%) from 2015

Expenses

Down

$343,589

Down $139,852 (-29%) from 2015

Net Income

Up

$251,555

Up $271,912 (+1336%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,005,967Liabilities 2010: $17,260Net Assets 2010: $988,7072010Assets 2011: $1,008,136Liabilities 2011: $16,646Net Assets 2011: $991,4902011Assets 2012: $1,100,957Liabilities 2012: $25,110Net Assets 2012: $1,075,8472012Assets 2013: $1,085,280Liabilities 2013: $22,584Net Assets 2013: $1,062,6962013Assets 2014: $1,418,429Liabilities 2014: $21,922Net Assets 2014: $1,396,5072014Assets 2015: $1,376,501Liabilities 2015: $12,286Net Assets 2015: $1,364,2152015Assets 2016: $1,628,046Liabilities 2016: $12,276Net Assets 2016: $1,615,7702016Assets 2018: $2,060,866Liabilities 2018: $12,277Net Assets 2018: $2,048,5892018Assets 2019: $2,507,665Liabilities 2019: $12,276Net Assets 2019: $2,495,3892019Assets 2020: $2,718,436Liabilities 2020: $12,013Net Assets 2020: $2,706,4232020Assets 2021: $3,386,094Liabilities 2021: $12,013Net Assets 2021: $3,374,0812021

Highlighted filing

2016

Assets$1,628,046
Liabilities$12,276
Net Assets$1,615,770
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $284,308Expenses 2010: $338,771Net Income 2010: -$54,4632010Expenses 2011: $297,1282011Expenses 2012: $309,2362012Expenses 2013: $356,1332013Revenue 2014: $864,372Expenses 2014: $530,561Net Income 2014: $333,8112014Revenue 2015: $463,084Expenses 2015: $483,441Net Income 2015: -$20,3572015Revenue 2016: $595,144Expenses 2016: $343,589Net Income 2016: $251,5552016Revenue 2018: $570,543Expenses 2018: $269,790Net Income 2018: $300,7532018Revenue 2019: $574,346Expenses 2019: $126,819Net Income 2019: $447,5272019Revenue 2020: $370,620Expenses 2020: $148,712Net Income 2020: $221,9082020Revenue 2021: $1,152,698Expenses 2021: $485,040Net Income 2021: $667,6582021

Highlighted filing

2016

Revenue$595,144
Expenses$343,589
Net Income$251,555
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
May 14, 2017
Return Version
2015v3.0
Gross Receipts
$595,144
Mission and Program Overview

Mission

Educational-Scientific/Research

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$462,060$577,818▲ $115,758
Savings and Temporary Cash Investments$319,301$294,318▼ $24,983
Prepaid Expenses and Deferred Charges$1,077$1,077→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,376,501$1,628,046▲ $251,545
Other Assets Total$594,063$754,833▲ $160,770
Liabilities
Other Liabilities$12,286$12,276▼ $10
Total Liabilities$12,286$12,276▼ $10
Net Assets / Fund Balance
Unrestricted Net Assets$1,364,215$1,615,770▲ $251,555
Total Net Assets Fund Balance$1,364,215$1,615,770▲ $251,555
Total Liabilities and Net Assets / Fund Balance$1,376,501$1,628,046▲ $251,545

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$38,428$38,428
Other Land Buildings-$3,478$3,478
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Patrick W LangleyPresident/DirectorPT$176,579$176,579
Daniel ShapiroTreasurer-$13,335$13,335

Board Members and Trustees

NameTitle
Wayne F IbaDirector
David NicholasSecretary/Director
Revenue and Support

Revenue Composition

Contributions and Grants
$417,511
Program Service Revenue
$19,019
Investment Income
$93,498
Other Revenue
$65,116
All Other Contributions
$90,000
Change in Net Assets
$251,555
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$189,914
Other Expenses$153,675
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$154,585$35,329-$189,914
Fees for Services Accounting-$30,288-$30,288
Travel$6,998$770-$7,768
Insurance-$2,434-$2,434
All Other Expenses$55$1,375-$1,430
Other Expenses$4,000$795-$795
Total Functional Expenses$268,631$74,958$0$343,589
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Grant advance$12,247
Credit cards payable$29
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 is reviewed by the President of ISLE and the bookkeeper before it is filed.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The governing docs, policies, and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Institute for the Study of Learning &
EIN
33-0324461
Phone
6504943884
Address
2164 Staunton Court, Palo Alto, CA 94306

Signing Officer

Name
Patrick Langley
Title
President
Signed
2017-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
2

Preparer

Firm
The Kim L Hix Accountancy Corp
Address
650B Fremont Ave 311, Los Altos, CA 94024
Preparer
Kim L Hix CPA
Phone
6502699338
Raw XML AppendixShowing 400 of 409 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is reviewed by the President of ISLE and the bookkeeper before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The governing docs, policies, and financial statements are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Patrick Langley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Institute for the Study of Learning &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Expertise
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0330324461
ReturnHeader/Filer/PhoneNum06504943884
ReturnHeader/Filer/USAddress/AddressLine1Txt02164 Staunton Court
ReturnHeader/Filer/USAddress/CityNm0Palo Alto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Kim L Hix Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0650B Fremont Ave 311
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Altos

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,628,046
Liabilities
$12,276
Net assets
$1,615,770
Revenue
$595,144
Expenses
$343,589
Net income
$251,555
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.01$3.37$1.15$0.49$0.67
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.01$2.71$0.37$0.15$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.01$2.50$0.57$0.13$0.45
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.01$2.05$0.57$0.27$0.30
2016Detailed filing. Detailed filing data is available for this year.$1.63$0.01$1.62$0.60$0.34$0.25
2015Detailed filing. Detailed filing data is available for this year.$1.38$0.01$1.36$0.46$0.48$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.02$1.40$0.86$0.53$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.02$1.06$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.03$1.08$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.02$0.99$0.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.02$0.99$0.28$0.34$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits