Civic Intelligence

Catalyst of San Diego & Imperial Counties

990 • Fiscal year 2019 • EIN 33-0868261

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 16, 2020

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

47th percentile

0.13x

Higher debt load relative to assets than 47% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.26x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

60th percentile

6.2%

Higher net margin than 60% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$121,282

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

83rd percentile

20%

Faster asset growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-40%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$5,629,637

Up $3,391,560 (+152%) from 2017

Net Assets

Up

$4,896,985

Up $3,703,812 (+310%) from 2017

Liabilities

Down

$732,652

Down $312,252 (-30%) from 2017

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin60th percentile

Revenue

Up

$2,847,923

Up $1,828,624 (+179%) from 2017

Expenses

Up

$2,670,253

Up $546,692 (+26%) from 2017

Net Income

Up

$177,670

Up $1,281,932 (+116%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2019

Assets$5,629,637
Liabilities$732,652
Net Assets$4,896,985
Open 2019 Filing

Operations Trend

Revenue Growth7th 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

2019

Revenue$2,847,923
Expenses$2,670,253
Net Income$177,670
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 16, 2020
Return Version
2019v5.1
Gross Receipts
$2,847,923
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$2,019,760$2,837,299▲ $817,539
Pledges and Grants Receivable$2,075,732$1,440,015▼ $635,717
Cash and Non-Interest-Bearing Accounts$208,840$897,366▲ $688,526
Investments in Publicly Traded Securities$356,219$442,662▲ $86,443
Loans From Officers Directors-$106,500-
Prepaid Expenses and Deferred Charges$21,457$12,295▼ $9,162
Land, Buildings, and Equipment, Net$1,936--
Total Assets$4,683,944$5,629,637▲ $945,693
Liabilities
Unsecured Notes Loans Payable-$337,500-
Deferred Revenue-$196,000-
Accounts Payable and Accrued Expenses$55,570$92,652▲ $37,082
Total Liabilities$55,570$732,652▲ $677,082
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,360,614$3,480,514▲ $119,900
Net Assets Without Donor Restrictions$1,267,760$1,416,471▲ $148,711
Total Net Assets Fund Balance$4,628,374$4,896,985▲ $268,611
Total Liabilities and Net Assets / Fund Balance$4,683,944$5,629,637▲ $945,693
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debbie McKeon Apr-DecPresident CEOFT$120,705$577$121,282
Nancy Jamison Jan-FebPresident CEOFT$48,494$2,183$50,677

Board Members and Trustees

NameTitle
Steve EldredChair
Warren RuisChair Elect
Ernie BorundaDirector
Ian GordonDirector
Jeremy PearlDirector
Jesse MillsDirector
Julia DorfmanDirector
Kyra GreeneDirector
Macy OlivasDirector
Peter CallstromDirector
Sara VazDirector
Nelli GartonSecretary
Shreya Shah SasakiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,723,394
Program Service Revenue
$104,665
Investment Income
$14,864
Other Revenue
$5,000
All Other Contributions
$2,516,592
Change in Net Assets
$177,670

Noncash Contribution Practices

Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,847,923
Revenue Not Reported on Form 990
$129,441
Total Revenue per Audited Statements
$2,977,364
Total Revenue per Form 990
$2,847,923
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,049,477
Salaries, Compensation, and Employee Benefits$908,796
Other Expenses$711,980
Total Fundraising Expense$74,948
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,049,477--$1,049,477
Other Salaries and Wages$509,900$52,517$30,219$592,636
Fees for Services Other$291,668$30,040$17,286$338,994
Current Officers, Directors, Trustees, and Key Employees$146,168$15,054$8,663$169,885
Other Employee Benefits$71,842$7,399$4,258$83,499
Conferences and Meetings$65,913$5,173$2,977$74,063
Payroll Taxes$54,012$5,563$3,201$62,776
Information Technology$50,592$5,211$2,998$58,801
Fees for Services Accounting-$42,113-$42,113
Travel$24,896$2,564$1,475$28,935
Office Expenses$12,191$12,615-$24,806
Occupancy$16,546$1,705$981$19,232
All Other Expenses$1,936$9,455-$11,391
Insurance-$8,963-$8,963
Other Expenses$8,000$2,358$1,357$8,000
Interest$3,610--$3,610
Advertising$300-$1,533$1,833
Total Functional Expenses$2,394,575$200,730$74,948$2,670,253

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,708,753
Expenses per Audited Statements$2,670,253
Total Expenses per Form 990$2,670,253
Expenses Not Reported on Form 990$38,500
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Diego State University Research FoundationSan Diego, CA501c3To support the Family Child Care Curriculum$155,000
California State University San Marcos FoundationSan Marcos, CA501c3General Suppot$90,000
Pilipino Workers Center of Southern CaliforniaLos Angeles, CA501c3General Suppot$81,125
Voices of Our City Choir IncSan Diego, CA-Support for the Voices of Our Community Thinking Dignity$76,250
Partnership for the Advancement of New AmericansSan Diego, CA501c3General Suppot$73,000
Project New VillageSan Diego, CA501c3General Suppot$70,000
Labor's Training & Community Development AllianceSan Diego, CA501c3General Suppot$65,000
Reuben H Fleet Science CenterSan Diego, CA501c3To support the San Diego STEM Role Model Workforce Development Initiative$57,500
Pillars of the CommunitySan Diego, CA501c3General Suppot$57,200
County of San Diego HHSASan Diego, CA501c3Grant to county program Bringing Families Home Project$50,000
LeSar Development ConsultantsSan Diego, CA501c3San Diego Shared Housing Toolkit and Training Project$50,000
People Assisting the Homeless (PATH)Los Angeles, CA501c3To support costs related to employing staff in the role of housing navigator$50,000
San Diego Housing FederationSan Diego, CA501c3Support for the Homeless-Experienced Advocacy Leadership Network$43,750
Crisis HouseEl Cajon, CA501c3To support the Journey Program$20,000
UC San Diego FoundationLa Jolla, CA501c3Grant to Community-Based Participatory Research Project$17,600
San Diego LGBT Community CenterSan Diego, CA501c3To support the Youth Services Programming$13,500
Casa Cornelia Law CenterSan Diego, CA501c3Grant to Victims of Crime Programs$13,200
Casa de AmparoSan Marcos, CA501c3Grant to Residential Services New Directions$13,200
MANA de San DiegoSan Diego, CA501c3Grant to Hermanitas and Latina Success Programs$13,200
Free to ThriveSan Diego, CA501c3To support the Las Colinas Clinic$12,500
Jewish Family Service of San DiegoSan Diego, CA501c3To suppor the Safe Parking Program$10,000
Funders Together to End HomelessnessBoston, MA501c3Network Membership dues$5,000
United Taxi Workers of San DiegoSan Diego, CA501c3General Suppot$5,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$106,500-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Fiscal Agent Funds-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
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.”

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.”

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
Debbie McKeon
Title
President CEO
Signed
2020-10-16
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
13
Volunteers
36

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 XI, Line 9

“Other changes in net assets or fund balances The Organization received 38,500 in donated use of facilities and the amount was properly exluded for federal income tax purposes.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0President CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1President CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chair Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,629,637
Liabilities
$732,652
Net assets
$4,896,985
Revenue
$2,847,923
Expenses
$2,670,253
Net income
$177,670
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
2019Detailed filing. Detailed filing data is available for this year.$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
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