Civic Intelligence

Nonprofit Management Solutions

990 • Fiscal year 2019 • EIN 33-0508897

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 28, 2020

Organization Profilewww.npsolutions.org
8765 AERO DRIVE Room 312San Diego, CA 92123

(858) 292-5702

Siviq Scores

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

Liabilities / Assets

80th percentile

0.12x

Higher debt load relative to assets than 80% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

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

Top Officer Pay

97th percentile

$87,007

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 30.5% of source-year revenue.

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

Asset Growth

22nd percentile

-17%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

43rd percentile

-3.3%

Faster revenue growth than 43% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$115,038

Down $23,954 (-17%) from 2018

Net Assets

Down

$101,303

Down $23,874 (-19%) from 2018

Liabilities

Down

$13,735

Down $80 (-0.6%) from 2018

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin22nd percentile

Revenue

Down

$285,194

Down $9,811 (-3.3%) from 2018

Expenses

Up

$319,072

Up $14,731 (+4.8%) from 2018

Net Income

Down

-$33,878

Down $24,542 (-263%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

2019

Assets$115,038
Liabilities$13,735
Net Assets$101,303
Open 2019 Filing

Operations Trend

Revenue Growth43rd percentile

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

2019

Revenue$285,194
Expenses$319,072
Net Income-$33,878
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 28, 2020
Return Version
2019v5.1
Gross Receipts
$285,194
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
Cash and Non-Interest-Bearing Accounts$78,990$76,851▼ $2,139
Savings and Temporary Cash Investments$11,433$11,439▲ $6
Accounts Receivable$43,210$9,539▼ $33,671
Prepaid Expenses and Deferred Charges$5,359$6,876▲ $1,517
Total Assets$148,996$115,038▼ $33,958
Other Assets Total$10,004$10,333▲ $329
Liabilities
Accounts Payable and Accrued Expenses$13,815$13,735▼ $80
Total Liabilities$13,815$13,735▼ $80
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$125,177$90,970▼ $34,207
Net Assets With Donor Restrictions$10,004$10,333▲ $329
Total Net Assets Fund Balance$135,181$101,303▼ $33,878
Total Liabilities and Net Assets / Fund Balance$148,996$115,038▼ $33,958

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$10,333--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$10,004-▲ $329-$10,333
2018$10,004---$10,004
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$87,007$87,007

Board Members and Trustees

NameTitle
Holly BaughmanChair
Kathryn HomerDirector
Lindsay LangfordDirector
Danielle O'ConnerSecretary
Justin WeberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,648
Program Service Revenue
$274,389
Investment Income
$329
Other Revenue
$828
All Other Contributions
$9,648
Change in Net Assets
$-33,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$200,727
Other Expenses$118,345
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$65,255$21,752-$87,007
Other Salaries and Wages$65,116$21,887-$87,003
Occupancy$24,706$11,292-$35,998
Payroll Taxes$10,160$4,794-$14,954
Fees for Services Management$13,001--$13,001
Office Expenses$7,688$4,630-$12,318
Other Employee Benefits$8,005$3,758-$11,763
Insurance$4,352$2,106-$6,458
Fees for Services Accounting$945$3,780-$4,725
Conferences and Meetings$3,938--$3,938
Other Expenses$2,141$484-$2,625
All Other Expenses$1,704$346-$2,050
Travel$1,331$646-$1,977
Information Technology$4,452$-2,677-$1,775
Advertising$410--$410
Total Functional Expenses$234,344$84,728$0$319,072
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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 Solutions
EIN
33-0508897
Phone
8582925702
Address
8765 AERO DRIVE Room 312, SAN DIEGO, CA 92123

Signing Officer

Name
Lenore Lowe
Title
Exec Director
Phone
8582925702
Signed
2020-08-28
Discuss with paid preparer
No

Organization Details

Principal Officer
Lenore Lowe
Formed
1991
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
5

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/MissionDesc0The 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.
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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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Filings

Displayed year

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

Open filing
Assets
$115,038
Liabilities
$13,735
Net assets
$101,303
Revenue
$285,194
Expenses
$319,072
Net income
-$33,878
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