Civic Intelligence

Nonprofit Management Solutions

990 • Fiscal year 2017 • EIN 33-0508897

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 12, 2018

Organization Profilewww.npsolutions.org
8265 VICKERS STREET Room CSan Diego, CA 92111-2119

(858) 292-5702

Siviq Scores

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

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

54th percentile

5.2%

Higher net margin than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

97th percentile

$80,000

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 25.7% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets71st percentile

Assets

$250,762

No earlier filing loaded for comparison.

Net Assets

$240,794

No earlier filing loaded for comparison.

Liabilities

$9,968

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin54th percentile

Revenue

$310,829

No earlier filing loaded for comparison.

Expenses

$294,807

No earlier filing loaded for comparison.

Net Income

$16,022

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.

$300K$200K$100K$0-$100KAssets 2017: $250,762Liabilities 2017: $9,968Net Assets 2017: $240,7942017Assets 2018: $138,992Liabilities 2018: $13,815Net Assets 2018: $125,1772018Assets 2019: $115,038Liabilities 2019: $13,735Net Assets 2019: $101,3032019Assets 2020: $82,537Liabilities 2020: $40,500Net Assets 2020: $42,0372020Assets 2021: $138,444Liabilities 2021: $65,556Net Assets 2021: $72,8882021Assets 2022: $174,706Liabilities 2022: $122,467Net Assets 2022: $52,2392022Assets 2023: $87,458Liabilities 2023: $113,621Net Assets 2023: -$26,1632023Assets 2024: $202,190Liabilities 2024: $71,779Net Assets 2024: $130,4112024

Highlighted filing

2017

Assets$250,762
Liabilities$9,968
Net Assets$240,794
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KRevenue 2017: $310,829Expenses 2017: $294,807Net Income 2017: $16,0222017Revenue 2018: $295,005Expenses 2018: $304,341Net Income 2018: -$9,3362018Revenue 2019: $285,194Expenses 2019: $319,072Net Income 2019: -$33,8782019Revenue 2020: $219,476Expenses 2020: $288,027Net Income 2020: -$68,5512020Revenue 2021: $440,464Expenses 2021: $352,488Net Income 2021: $87,9762021Revenue 2022: $374,133Expenses 2022: $409,726Net Income 2022: -$35,5932022Revenue 2023: $361,828Expenses 2023: $441,565Net Income 2023: -$79,7372023Revenue 2024: $610,393Expenses 2024: $454,257Net Income 2024: $156,1362024

Highlighted filing

2017

Revenue$310,829
Expenses$294,807
Net Income$16,022
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 12, 2018
Return Version
2017v2.3
Gross Receipts
$310,829
Mission and Program Overview

Mission

The Organizations Mission is to help people in nonprofit organizations to achieve their missions. Our blended solutions combine training, consulting, and information and referrals proven to enhance organizational effectiveness and improve mission impact. Since 1984, we have provided services to more than 100,000 individuals and organizations.

To help nonprofit organizations to achieve their missions. Our blended solutions combine training, consulting, information and referral services to enhance their effectiveness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$8,751$104,087▲ $95,336
Cash and Non-Interest-Bearing Accounts$97,053$85,702▼ $11,351
Accounts Receivable$26,200$40,560▲ $14,360
Savings and Temporary Cash Investments$11,427$11,428▲ $1
Prepaid Expenses and Deferred Charges$9,018$8,985▼ $33
Total Assets$154,602$250,762▲ $96,160
Other Assets Total$2,153--
Liabilities
Other Liabilities$13,428$8,738▼ $4,690
Accounts Payable and Accrued Expenses$608$1,230▲ $622
Total Liabilities$14,036$9,968▼ $4,068
Net Assets / Fund Balance
Unrestricted Net Assets$132,413$136,707▲ $4,294
Permanently Rstr Net Assets$8,153$104,087▲ $95,934
Total Net Assets Fund Balance$140,566$240,794▲ $100,228
Total Liabilities and Net Assets / Fund Balance$154,602$250,762▲ $96,160

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$94,083--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$8,751$84,000▲ $11,336-$104,087
2016$8,153-▲ $598-$8,751
2015-$8,532--$8,153
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lenore LoweExecutive DirectorFT$80,000$80,000

Board Members and Trustees

NameTitle
Raymond UzetaChair
Holly BaughmanDirector
Kathryn HomerDirector
Pam RossSecretary
Justin WeberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,627
Program Service Revenue
$291,088
Investment Income
$11,336
Other Revenue
$1,778
All Other Contributions
$6,627
Change in Net Assets
$16,022
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$187,471
Other Expenses$107,336
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$56,000$24,000-$80,000
Other Salaries and Wages$65,707$12,537-$78,244
Occupancy$35,003$3,997-$39,000
Fees for Services Management$20,455--$20,455
Other Employee Benefits$9,970$5,465-$15,435
Payroll Taxes$12,061$1,731-$13,792
Conferences and Meetings$6,410$1,672-$8,082
Information Technology$4,800$2,650-$7,450
All Other Expenses$5,602$1,658-$7,260
Insurance$2,905$2,386-$5,291
Fees for Services Accounting$1,124$2,629-$3,753
Other Expenses$2,805$831-$3,636
Travel$664$10-$674
Total Functional Expenses$233,682$61,125$0$294,807
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$4,923
Accrued leave$4,059
Accrued payroll$1,591
Flex spending-
Accrud payroll tax$-1,835
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
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 B, Line 11B

“A draft copy of 990 is circulated to Mangement and Board of Directors for review and approval prior to filing.”

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

“NMS maintains a written conflict of interest policy which is circulated amongst Management and Board of Directors annually and signed by any new Directors.”

Form 990, Part VI, Section B, Line 15A

“The Executive Committee evaluated and recommends Executive compensation based on non-profit industry norms.”

Form 990, Part VI, Section C, Line 19

“NMS provides governance informaiton and resources both on-line and in printed form at the resource libary in the office.”

Filing and Contact Details

Filer

Filer Name
Nonprofit Management Solutions
EIN
33-0508897
Phone
8582925702
Address
8265 VICKERS STREET Room C, SAN DIEGO, CA 92111-2119

Signing Officer

Name
Leonore Lowe
Title
Exec Director
Phone
8582925702
Signed
2018-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lenore Lowe
Formed
1991
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
6

Preparer

Firm
Sonnenberg & Co CPAs
Address
5190 Governor Dr 201, San Diego, CA 92122
Preparer
Leonard C Sonnenberg
Phone
8584575252
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Certain outside contractors are compensated for presenting training seminars.”

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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/Desc0Training - The Organization provides more than 250 customized on-site training, workshops, seminars and leadership forums for nonprofit staff, board members and volunteers on varied topics in organizational development, leadership and governance, human resources management, financial management, fundraising, marketing and computer skills. Volunteers services are valued at 60,000 but are not included in total expenses, per IRS reporting requirements.
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Accrued leave
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Accrued payroll
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Accrud payroll tax
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4Flex spending
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt194083
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc2San Diego Foundation - Endowment
IRS990ScheduleD/OtherSecuritiesGrp/Desc3San Diego Foundation - Resource Library
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A draft copy of 990 is circulated to Mangement and Board of Directors for review and approval prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NMS maintains a written conflict of interest policy which is circulated amongst Management and Board of Directors annually and signed by any new Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Executive Committee evaluated and recommends Executive compensation based on non-profit industry norms.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NMS provides governance informaiton and resources both on-line and in printed form at the resource libary in the office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Certain outside contractors are compensated for presenting training seminars.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 11g
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IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt014036
IRS990/TotalLiabilitiesGrp/EOYAmt09968
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0140566

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$250,762
Liabilities
$9,968
Net assets
$240,794
Revenue
$310,829
Expenses
$294,807
Net income
$16,022
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.02$0.72$1.30$6.10$4.54$1.56
2023Detailed filing. Detailed filing data is available for this year.$0.87$1.14$0.26$3.62$4.42$0.80
2022Detailed filing. Detailed filing data is available for this year.$1.75$1.22$0.52$3.74$4.10$0.36
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.66$0.73$4.40$3.52$0.88
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.41$0.42$2.19$2.88$0.69
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.14$1.01$2.85$3.19$0.34
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.14$1.25$2.95$3.04$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.51$0.10$2.41$3.11$2.95$0.16