Civic Intelligence

Catalyst of San Diego & Imperial Counties

990 • Fiscal year 2017 • EIN 33-0868261

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

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

79th percentile

0.47x

Higher debt load relative to assets than 79% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

1.03x

Higher debt load relative to revenue than 86% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

3rd percentile

-108%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$143,616

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 14.1% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

5th percentile

-22%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-7.0%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$2,238,077

Down $639,244 (-22%) from 2016

Net Assets

Down

$1,193,173

Down $1,104,262 (-48%) from 2016

Liabilities

Up

$1,044,904

Up $465,018 (+80%) from 2016

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin3rd percentile

Revenue

Down

$1,019,299

Down $76,583 (-7.0%) from 2016

Expenses

Up

$2,123,561

Up $182,838 (+9.4%) from 2016

Net Income

Down

-$1,104,262

Down $259,421 (-31%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2017

Assets$2,238,077
Liabilities$1,044,904
Net Assets$1,193,173
Open 2017 Filing

Operations Trend

Revenue Growth24th 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

2017

Revenue$1,019,299
Expenses$2,123,561
Net Income-$1,104,262
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.3
Gross Receipts
$1,019,299
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,133,342$1,177,949▲ $44,607
Cash and Non-Interest-Bearing Accounts$107,949$62,642▼ $45,307
Pledges and Grants Receivable$1,126,558$28,431▼ $1,098,127
Prepaid Expenses and Deferred Charges$3,728$13,444▲ $9,716
Land, Buildings, and Equipment, Net$1,045$1,936▲ $891
Total Assets$2,877,321$2,238,077▼ $639,244
Other Assets Total$504,699$953,675▲ $448,976
Liabilities
Other Liabilities$504,699$953,675▲ $448,976
Accounts Payable and Accrued Expenses$65,287$65,729▲ $442
Deferred Revenue$9,900$25,500▲ $15,600
Total Liabilities$579,886$1,044,904▲ $465,018
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,987,273$776,495▼ $1,210,778
Unrestricted Net Assets$310,162$416,678▲ $106,516
Total Net Assets Fund Balance$2,297,435$1,193,173▼ $1,104,262
Total Liabilities and Net Assets / Fund Balance$2,877,321$2,238,077▼ $639,244

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,936$8,812$10,722
Other Assets Org$953,675--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President CEOFT$125,000$18,616$143,616

Board Members and Trustees

NameTitle
David LynnChair
Nancy SasakiChair Elect
Elizabeth Eisner ForbesDirector
Ernie BorundaDirector
Jeremy PearlDirector
Linda SpuckDirector
Macy OlivasDirector
Mary Walter BrownDirector
Peter CallstromDirector
Sara VazDirector
Sharyn GoodsonDirector
Steve EldredDirector
Warran RuisDirector
Nelli GartonSecretary
Shreya Shah SasakiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$868,530
Program Service Revenue
$87,642
Investment Income
$852
Other Revenue
$62,275
All Other Contributions
$672,435
Change in Net Assets
$-1,104,262
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,543,391
Salaries, Compensation, and Employee Benefits$580,170
Total Fundraising Expense$39,928
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$304,959$44,090$18,371$367,420
Current Officers, Directors, Trustees, and Key Employees$103,750$15,000$6,250$125,000
Fees for Services Other$60,725$8,779$3,658$73,162
Other Employee Benefits$37,311$5,394$2,248$44,953
Payroll Taxes$35,521$5,136$2,140$42,797
Conferences and Meetings$29,016$4,195$1,748$34,959
Information Technology$23,787$3,439$1,433$28,659
Office Expenses$23,535$3,402$1,418$28,355
Fees for Services Accounting-$21,713-$21,713
Travel$17,461$2,524$1,052$21,037
Occupancy$9,323$1,348$561$11,232
Other Expenses$3,569$516$215$4,300
All Other Expenses-$4,028-$4,028
Insurance$2,687$388$162$3,237
Depreciation Depletion-$1,027-$1,027
Total Functional Expenses$1,961,040$122,593$39,928$2,123,561
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$953,675
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 in April 2017.”

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
Signed
2018-11-08
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
11
Volunteers
30

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 26,599 in donated use of facilities and the amount was properly excluded for federal income tax purposes.”

Form 990, Part I, Line 19

“In 2015, San Diego Grantmakers received a three-year 3 million dollar commitment from the Satterberg Foundation. The Satterberg grant was fully recognized as revenue in the commitment year year 1. The related expenses and release from restrictions, approximately one million per year, were booked as they occurred in the following two years. For that reason, there is a net operating loss in 2016 year 2 and 2017 year 3.”

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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,238,077
Liabilities
$1,044,904
Net assets
$1,193,173
Revenue
$1,019,299
Expenses
$2,123,561
Net income
-$1,104,262
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
2017Detailed filing. Detailed filing data is available for this year.$2.24$1.04$1.19$1.02$2.12$1.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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