Civic Intelligence

Catalyst of San Diego & Imperial Counties

990 • Fiscal year 2016 • EIN 33-0868261

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 01, 2017

Organization Profilewww.sdgrantmakers.org
5060 Shoreham Place Room 350San Diego, CA 92122

(858) 875-3333

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.20x

Higher debt load relative to assets than 62% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

0.53x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

4th percentile

-77%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

78th percentile

$124,327

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

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

Asset Growth

12th percentile

-10%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

3rd percentile

-71%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$2,877,321

Up $2,491,432 (+646%) from 2014

Net Assets

Up

$2,297,435

Up $1,968,376 (+598%) from 2014

Liabilities

Up

$579,886

Up $523,056 (+920%) from 2014

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin4th percentile

Revenue

Up

$1,095,882

Up $531,558 (+94%) from 2014

Expenses

Up

$1,940,723

Up $1,371,028 (+241%) from 2014

Net Income

Down

-$844,841

Down $839,470 (-15630%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $385,889Liabilities 2014: $56,830Net Assets 2014: $329,0592014Assets 2016: $2,877,321Liabilities 2016: $579,886Net Assets 2016: $2,297,4352016Assets 2017: $2,238,077Liabilities 2017: $1,044,904Net Assets 2017: $1,193,1732017Assets 2019: $5,629,637Liabilities 2019: $732,652Net Assets 2019: $4,896,9852019Assets 2020: $7,083,916Liabilities 2020: $1,046,259Net Assets 2020: $6,037,6572020Assets 2021: $7,738,471Liabilities 2021: $1,049,347Net Assets 2021: $6,689,1242021Assets 2022: $6,599,880Liabilities 2022: $450,199Net Assets 2022: $6,149,6812022Assets 2024: $7,880,784Liabilities 2024: $2,439,029Net Assets 2024: $5,441,7552024

Highlighted filing

2016

Assets$2,877,321
Liabilities$579,886
Net Assets$2,297,435
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $564,324Expenses 2014: $569,695Net Income 2014: -$5,3712014Revenue 2016: $1,095,882Expenses 2016: $1,940,723Net Income 2016: -$844,8412016Revenue 2017: $1,019,299Expenses 2017: $2,123,561Net Income 2017: -$1,104,2622017Revenue 2019: $2,847,923Expenses 2019: $2,670,253Net Income 2019: $177,6702019Revenue 2020: $5,574,424Expenses 2020: $4,502,701Net Income 2020: $1,071,7232020Revenue 2021: $2,813,093Expenses 2021: $2,291,713Net Income 2021: $521,3802021Revenue 2022: $2,781,597Expenses 2022: $3,175,067Net Income 2022: -$393,4702022Revenue 2024: $3,142,093Expenses 2024: $3,973,215Net Income 2024: -$831,1222024

Highlighted filing

2016

Revenue$1,095,882
Expenses$1,940,723
Net Income-$844,841
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$1,095,882
Mission and Program Overview

Mission

Our Mission is to connect and activate funders to learn, lead and invest in our community.

Our Mission is to connect, educate, develop and inspire organized philanthropy to be more effective individually and collectively.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,090,896$1,133,342▲ $42,446
Pledges and Grants Receivable$2,021,579$1,126,558▼ $895,021
Cash and Non-Interest-Bearing Accounts$89,160$107,949▲ $18,789
Prepaid Expenses and Deferred Charges$7,130$3,728▼ $3,402
Land, Buildings, and Equipment, Net-$1,045-
Total Assets$3,208,765$2,877,321▼ $331,444
Other Assets Total-$504,699-
Liabilities
Other Liabilities-$504,699-
Accounts Payable and Accrued Expenses$57,789$65,287▲ $7,498
Deferred Revenue$8,700$9,900▲ $1,200
Total Liabilities$66,489$579,886▲ $513,397
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,874,931$1,987,273▼ $887,658
Unrestricted Net Assets$267,345$310,162▲ $42,817
Total Net Assets Fund Balance$3,142,276$2,297,435▼ $844,841
Total Liabilities and Net Assets / Fund Balance$3,208,765$2,877,321▼ $331,444

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,045$11,219$10,696
Other Assets Org$504,699--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-President CEOFT$124,327$124,327

Board Members and Trustees

NameTitle
David LynnChair
Connie MatsuiPast Chair
Beatriz Palomino YoungDirector
Ernie BorundaDirector
Linda SpuckDirector
Nelli GartonDirector
Peter CallstromDirector
Sharyn GoodsonDirector
Shreya Shah SasakiDirector
Steve EldredDirector
Nancy SasakiSecretary
Paula CordeiroTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$988,645
Program Service Revenue
$79,311
Investment Income
$22,949
Other Revenue
$4,977
All Other Contributions
$741,645
Change in Net Assets
$-844,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,404,459
Salaries, Compensation, and Employee Benefits$536,264
Total Fundraising Expense$34,910
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$249,063$36,009$15,004$300,076
Current Officers, Directors, Trustees, and Key Employees$103,192$14,919$6,216$124,327
Other Employee Benefits$65,711$9,500$3,959$79,170
Information Technology$41,359$5,980$2,492$49,831
Fees for Services Other$41,111$5,944$2,477$49,532
Payroll Taxes$27,133$3,923$1,635$32,691
Conferences and Meetings$15,292$2,211$921$18,424
Fees for Services Accounting-$17,445-$17,445
Travel$14,449$2,089$870$17,408
Other Expenses$13,571$750$313$13,571
All Other Expenses-$11,908-$11,908
Insurance$4,488$649$270$5,407
Office Expenses$4,466$646$269$5,381
Depreciation Depletion-$523-$523
Total Functional Expenses$1,792,156$113,657$34,910$1,940,723
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$504,699
Fiscal Agent Funds-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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

“The Form 990 is reviewed by the President CEO and the board of directors is provided a copy prior to submission.”

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

“All Board members are required to annually acknowledge and sign the Conflict of Interest Statement. If a conflict arises the person with a conflict is not allowed to vote on the proposed transaction. There have been no incidences of conflict during the reporting period.”

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

“Annually, during Executive session of the Board of Directors meeting, the Chair presents formal review and recommended compensation adjustment, if any, to the Board for approval. Comparability data is presented and shared with the other members of the Board during both the executive session and regular board meetings to provide framework for the recommendation. The process is documented and was last done October 26, 2016.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and reviewed financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
San Diego Grantmakers
EIN
33-0868261
Phone
8588753333
Address
5060 Shoreham Place Room 350, San Diego, CA 92122

Signing Officer

Name
Nancy Jamison
Title
President CEO
Phone
8588753333
Signed
2017-11-01
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
6
Volunteers
24

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 9

“Other changes in net assets or fund balances The Organization received 32,688 in donated use of facilities and the amount was properly excluded for federal income tax purposes.”

Raw XML AppendixShowing 400 of 484 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt057789
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt065287
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Our Mission is to connect, educate, develop and inspire organized philanthropy to be more effective individually and collectively.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0741645
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt011908
IRS990/AllOtherExpensesGrp/TotalAmt011908
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Nancy Jamison
IRS990/BooksInCareOfDetail/PhoneNum08588753333
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05060 Shoreham Place 350
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092122
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt089160
IRS990/CashNonInterestBearingGrp/EOYAmt0107949
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt06216
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt014919
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0103192
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0124327
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt0921
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02211
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt015292
IRS990/ConferencesMeetingsGrp/TotalAmt018424
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0988645
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt022949
IRS990/CYOtherExpensesAmt01404459
IRS990/CYOtherRevenueAmt04977
IRS990/CYProgramServiceRevenueAmt079311
IRS990/CYRevenuesLessExpensesAmt0-844841
IRS990/CYSalariesCompEmpBnftPaidAmt0536264
IRS990/CYTotalExpensesAmt01940723
IRS990/CYTotalFundraisingExpenseAmt034910
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01095882
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt08700
IRS990/DeferredRevenueGrp/EOYAmt09900
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0523
IRS990/DepreciationDepletionGrp/TotalAmt0523
IRS990/Desc0San Diego Grantmakers is a 501c3 association of organizations and individuals that give strategically and significantly to multiple nonprofits each year. To date, SDGs membership includes more than 115 foundations, corporate philanthropy programs, giving circles, donor advised funds, grantmaking public charities and government funders. SDG enhances the good work of its grantmaking members by providing opportunities for networking and collaboration, education, and advocacy.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonatedServicesAndUseFcltsAmt032688
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01792156
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017445
IRS990/FeesForServicesAccountingGrp/TotalAmt017445
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt02477
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt05944
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt041111
IRS990/FeesForServicesOtherGrp/TotalAmt049532
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt7001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt8001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt9001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12040.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0Nancy Jamison
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0David Lynn
IRS990/Form990PartVIISectionAGrp/PersonNm1Connie Matsui
IRS990/Form990PartVIISectionAGrp/PersonNm2Nancy Sasaki
IRS990/Form990PartVIISectionAGrp/PersonNm3Paula Cordeiro
IRS990/Form990PartVIISectionAGrp/PersonNm4Steve Eldred
IRS990/Form990PartVIISectionAGrp/PersonNm5Sharyn Goodson
IRS990/Form990PartVIISectionAGrp/PersonNm6Ernie Borunda
IRS990/Form990PartVIISectionAGrp/PersonNm7Peter Callstrom
IRS990/Form990PartVIISectionAGrp/PersonNm8Beatriz Palomino Young
IRS990/Form990PartVIISectionAGrp/PersonNm9Nelli Garton
IRS990/Form990PartVIISectionAGrp/PersonNm10Linda Spuck
IRS990/Form990PartVIISectionAGrp/PersonNm11Shreya Shah Sasaki
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12124327
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12President CEO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01095882
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02492
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05980
IRS990/InformationTechnologyGrp/ProgramServicesAmt041359
IRS990/InformationTechnologyGrp/TotalAmt049831
IRS990/InsuranceGrp/FundraisingAmt0270
IRS990/InsuranceGrp/ManagementAndGeneralAmt0649
IRS990/InsuranceGrp/ProgramServicesAmt04488
IRS990/InsuranceGrp/TotalAmt05407
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt022949
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022949
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09651
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01045
IRS990/LandBldgEquipCostOrOtherBssAmt010696
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0247000
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Our Mission is to connect, educate, develop and inspire organized philanthropy to be more effective individually and collectively.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03142276
IRS990/NetAssetsOrFundBalancesEOYAmt02297435
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt0269
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0646
IRS990/OfficeExpensesGrp/ProgramServicesAmt04466
IRS990/OfficeExpensesGrp/TotalAmt05381
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0504699
IRS990/OtherChangesInNetAssetsAmt0-32688
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03959
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09500
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt065711
IRS990/OtherEmployeeBenefitsGrp/TotalAmt079170
IRS990/OtherExpensesGrp/Desc0Books, Dues and Subscriptions
IRS990/OtherExpensesGrp/Desc1Program Expense and Annual Conference
IRS990/OtherExpensesGrp/Desc2Sponsorships
IRS990/OtherExpensesGrp/Desc3CEO Innovation Fund
IRS990/OtherExpensesGrp/FundraisingAmt0484
IRS990/OtherExpensesGrp/FundraisingAmt1313
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01161
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1750
IRS990/OtherExpensesGrp/ProgramServicesAmt08031
IRS990/OtherExpensesGrp/ProgramServicesAmt11199102
IRS990/OtherExpensesGrp/ProgramServicesAmt25188
IRS990/OtherExpensesGrp/ProgramServicesAmt313571
IRS990/OtherExpensesGrp/TotalAmt09676
IRS990/OtherExpensesGrp/TotalAmt11199102
IRS990/OtherExpensesGrp/TotalAmt26251
IRS990/OtherExpensesGrp/TotalAmt313571
IRS990/OtherLiabilitiesGrp/EOYAmt0504699
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other Revenue
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04977
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04977
IRS990/OtherRevenueTotalAmt04977
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt015004
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt036009
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0249063
IRS990/OtherSalariesAndWagesGrp/TotalAmt0300076
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01635
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03923
IRS990/PayrollTaxesGrp/ProgramServicesAmt027133
IRS990/PayrollTaxesGrp/TotalAmt032691
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02021579
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01126558
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07130
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03728
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Nancy Jamison
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Conference Attendee Fees
IRS990/ProgramServiceRevenueGrp/Desc1Membership dues
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017361
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt161950
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017361
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt161950
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03664084
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt010191
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0594379
IRS990/PYProgramServiceRevenueAmt088070
IRS990/PYRevenuesLessExpensesAmt02813217
IRS990/PYSalariesCompEmpBnftPaidAmt0354749
IRS990/PYTotalExpensesAmt0949128
IRS990/PYTotalRevenueAmt03762345
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-844841
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt079311
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01090896
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01133342
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01055572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03723934
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0545378
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0484418
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0522107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06331409
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022949
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010191
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0541
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0746
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01061
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt035488
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0361132
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.44700
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.48660
IRS990ScheduleA/PublicSupportTotal170Amt02846216
IRS990ScheduleA/SubstantialContributorsTotAmt03485193
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01055572
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03723934
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0545378
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0484418
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0522107
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06331409
IRS990ScheduleA/TotalSupportAmt06366897
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0The organization filed form 5786 in 2008 but did not engage in any lobbying activities during the year ended December 31, 2016.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0II-A
IRS990ScheduleD/EquipmentGrp/BookValueAmt01045
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011219
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010696
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0504699
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Fiscal Agent Funds
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0504699
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Fiscal Agent Funds
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01045
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0504699
IRS990ScheduleD/TotalLiabilityAmt0504699
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is reviewed by the President CEO and the board of directors is provided a copy prior to submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All Board members are required to annually acknowledge and sign the Conflict of Interest Statement. If a conflict arises the person with a conflict is not allowed to vote on the proposed transaction. There have been no incidences of conflict during the reporting period.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Annually, during Executive session of the Board of Directors meeting, the Chair presents formal review and recommended compensation adjustment, if any, to the Board for approval. Comparability data is presented and shared with the other members of the Board during both the executive session and regular board meetings to provide framework for the recommendation. The process is documented and was last done October 26, 2016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents, conflict of interest policy, and reviewed financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other changes in net assets or fund balances The Organization received 32,688 in donated use of facilities and the amount was properly excluded for federal income tax purposes.
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 15c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false

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
$2,877,321
Liabilities
$579,886
Net assets
$2,297,435
Revenue
$1,095,882
Expenses
$1,940,723
Net income
-$844,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.88$2.44$5.44$3.14$3.97$0.83
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.60$0.45$6.15$2.78$3.18$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.74$1.05$6.69$2.81$2.29$0.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.08$1.05$6.04$5.57$4.50$1.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.73$4.90$2.85$2.67$0.18
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$1.04$1.19$1.02$2.12$1.10
2016Detailed filing. Detailed filing data is available for this year.$2.88$0.58$2.30$1.10$1.94$0.84
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.06$0.33$0.56$0.57$0.01