Civic Intelligence

Catalyst of San Diego & Imperial Counties

990 • Fiscal year 2020 • EIN 33-0868261

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 31, 2021

Organization Profilewww.catalystsd.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

0.15x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

46th percentile

0.19x

Higher debt load relative to revenue than 46% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

82nd percentile

$234,477

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

79th percentile

26%

Faster asset growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

96%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$7,083,916

Up $1,454,279 (+26%) from 2019

Net Assets

Up

$6,037,657

Up $1,140,672 (+23%) from 2019

Liabilities

Up

$1,046,259

Up $313,607 (+43%) from 2019

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin75th percentile

Revenue

Up

$5,574,424

Up $2,726,501 (+96%) from 2019

Expenses

Up

$4,502,701

Up $1,832,448 (+69%) from 2019

Net Income

Up

$1,071,723

Up $894,053 (+503%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2020

Assets$7,083,916
Liabilities$1,046,259
Net Assets$6,037,657
Open 2020 Filing

Operations Trend

Revenue Growth93rd 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

2020

Revenue$5,574,424
Expenses$4,502,701
Net Income$1,071,723
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 31, 2021
Return Version
2020v4.1
Gross Receipts
$5,574,424
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$2,837,299$4,195,703▲ $1,358,404
Pledges and Grants Receivable$1,440,015$1,125,167▼ $314,848
Cash and Non-Interest-Bearing Accounts$897,366$1,116,369▲ $219,003
Investments in Publicly Traded Securities$442,662$509,662▲ $67,000
Loans From Officers Directors$106,500$106,500→ $0
Intangible Assets-$68,055-
Land, Buildings, and Equipment, Net-$29,681-
Prepaid Expenses and Deferred Charges$12,295$8,155▼ $4,140
Total Assets$5,629,637$7,083,916▲ $1,454,279
Other Assets Total-$31,124-
Liabilities
Unsecured Notes Loans Payable$337,500$587,500▲ $250,000
Deferred Revenue$196,000$196,000→ $0
Accounts Payable and Accrued Expenses$92,652$125,135▲ $32,483
Other Liabilities-$31,124-
Total Liabilities$732,652$1,046,259▲ $313,607
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,480,514$3,864,076▲ $383,562
Net Assets Without Donor Restrictions$1,416,471$2,173,581▲ $757,110
Total Net Assets Fund Balance$4,896,985$6,037,657▲ $1,140,672
Total Liabilities and Net Assets / Fund Balance$5,629,637$7,083,916▲ $1,454,279

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$29,681$1,099$30,780
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debbie McKeon Jan-OctPresident CEOFT$217,819$16,658$234,477
Kathleen JanowiakVP Communications and ImpactFT$111,634$12,094$123,728
Amy DenhartDirector of FTEHFT$103,689$12,303$115,992
Megan Thomas DecInterim President CEOFT$100,834$12,434$113,268

Board Members and Trustees

NameTitle
Warren RuisChair
Steve EldredImmediate Past Chair
Ernest BorundaDirector
Ian GordonDirector
Jeremy PearlDirector
Jesse MillsDirector
Julia DorfmanDirector
Kim Phillips BoehmDirector
Kyra GreeneDirector
Macy OlivasDirector
Peter CallstromDirector
Sara VazDirector
Nelli GartonSecretary
Shreya Shah SasakiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,441,095
Program Service Revenue
$84,827
Investment Income
$17,752
Other Revenue
$30,750
All Other Contributions
$5,110,264
Change in Net Assets
$1,071,723

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,574,424
Revenue Not Reported on Form 990
$103,061
Total Revenue per Audited Statements
$5,677,485
Total Revenue per Form 990
$5,574,424
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,648,571
Salaries, Compensation, and Employee Benefits$1,086,412
Other Expenses$767,718
Total Fundraising Expense$85,162
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,648,571--$2,648,571
Other Salaries and Wages$532,548$54,849$31,561$618,958
Fees for Services Other$367,367$37,836$21,772$426,975
Current Officers, Directors, Trustees, and Key Employees$299,198$30,815$17,732$347,745
Fees for Services Accounting-$76,095-$76,095
Information Technology$57,014$5,872$3,379$66,265
Payroll Taxes$56,218$5,790$3,332$65,340
Conferences and Meetings$34,896$1,016$529$36,441
Occupancy$28,452$2,930$1,686$33,068
Pension Plan Contributions$24,482$2,523$1,450$28,455
Other Employee Benefits$22,297$2,296$1,321$25,914
Other Expenses$4,500$19,822$1,794$19,822
Insurance-$13,659-$13,659
Interest$12,630--$12,630
Travel$7,535$776$447$8,758
Office Expenses$1,702$1,702-$3,404
Depreciation Depletion$2,619$270$155$3,044
Advertising$68-$4$72
Total Functional Expenses$4,158,170$259,369$85,162$4,502,701

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,536,813
Expenses per Audited Statements$4,502,701
Total Expenses per Form 990$4,502,701
Expenses Not Reported on Form 990$34,112
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bethel AMESan Diego, CA501c3To support 2020 Census outreach$157,958
CalCoast Credit UnionSan Diego, CA501c3To support the SD Urban Sustainability Coalition$150,000
Project New VillageSan Diego, CA501c3General support$140,000
Regional Task Force on the HomelessSan Diego, CA501c3To support the Las Colinas Clinic$127,500
GRID Alternatives San DiegoSan Diego, CA501c3To support Yes on Measure A - Homes for San Diegans$125,000
Circle of Life ConnectionEl Cerrito, CA501c3General support for Homie UP$100,000
Environmental Health CoalitionNational City, CA501c3General support$100,000
California State University San Marcos FoundationSan Marcos, CAGovGeneral support for Homie UP$85,000
Comite Civico del Valle IncBrawley, CA501c3General support for the Philipino Worker Center$85,000
Pilipino Workers Center of Southern CaliforniaLos Angeles, CA501c3To provide fresh produce to the Lipay Nation of Santa Ysabel and the SD American Indian Health Center$76,125
Lakeside Union School DistrictLakeside, CAGovTo suppot the Partners for Change program$75,000
Partnership for the Advancement of New AmericansSan Diego, CA501c3General support$69,500
Labor's Training & Community Development AllianceSan Diego, CA501c3General support$65,000
Pillars of the CommunitySan Diego, CA501c3General support$54,200
Interfaith Community ServicesEscondido, CA501c3To support costs related to employing staff in the role of housing navigator$50,000
People Assisting the Homeless (PATH)Los Angeles, CA501c3Tto support Gira de Cine y Circo CENSUS 2020 Outreach through Community Arts$50,000
Interfaith Community ServicesEscondido, CA501c3To support the Chief Policy Officer and the Chief Operations Office positions$44,050
San Diego LGBT Community CenterSan Diego, CA501c3To support 2020 Census outreach$42,500
Pillars of the CommunitySan Diego, CA501c3To support 2020 Census outreach and general support$40,000
San Diego Organizing Project IncSan Diego, CA501c3General support$40,000
Mission Edge San Diego for Mid-City CANSan Diego, CA501c3To support 2020 Census outreach$35,000
Paving Great FuturesSan Diego, CA501c3To support 2020 Census outreach$33,287
Fern Street Community Arts IncSan Diego, CA501c3To support homeless seniors and others at higher risk of COVID and strengthen Homeless Prevention Flex Funding data$25,000
Labor's Training & Community Development AllianceSan Diego, CA501c3To support 2020 Census outreach$25,000
County of San Diego HHSASan Diego, CAGov-$20,500
Coastal Roots FarmEncinitas, CA501c3To support costs related to employing staff in the role of housing navigator$20,000
Crisis HouseEl Cajon, CA501c3General support$20,000
Friends of We Chinese In AmericaSan Diego, CA501c3To support 2020 Census outreach$20,000
Union of Pan Asian CommunitiesSan Diego, CA501c3To support 2020 Census outreach$20,000
Yes on Measure A - Homes for San DiegansLos Angeles, CA501c3To support youth meals work$20,000
Filipino American Cultural OrganizationOceanside, CA501c3To support 2020 Census outreach$18,400
BAPAC San DiegoSan Diego, CA501c3Predevelopment work of affordable housing project$15,000
CSA San Diego CountyEl Cajon, CA501c3To support 2020 Census outreach$15,000
County of ImperialEl Centro, CAGovTo support 2020 Census outreach$15,000
Home Start IncSan Diego, CA501c3General support$15,000
Imperial County Office of EducationEl Centro, CAGovTo support 2020 Census outreach$15,000
International Rescue Committee IncNew York, NY501c3General support$15,000
Just in Time for Foster Youth (V)San Diego, CA501c3General support$15,000
San Diego Center For ChildrenSan Diego, CA501c3General support$15,000
Think DignitySan Diego, CA501c3To support 2020 Census outreach$15,000
Free to ThriveSan Diego, CA501c3To support the San Diego Small Business Relief Fund$12,500
Catholic Charities Diocese of San DiegoSan Diego, CA501c3To support the BFH program$10,000
Chicano Federation of San Diego County IncSan Diego, CA501c3To support 2020 Census outreach$10,000
Jewish Family Service of San DiegoSan Diego, CA501c3General support$10,000
Pacific Southwest Community Development CorporationSan Diego, CA501c3To support 2020 Census outreach$10,000
Imperial Valley LGBT Resource CenterEl Centro, CA501c3To support 2020 Census outreach$5,053
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$106,500→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$31,124
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
Catalyst of San Diego & Imperial Counties
EIN
33-0868261
Phone
8588753333
Address
5060 Shoreham Place Room 350, San Diego, CA 92122

Signing Officer

Name
Megan Thomas
Title
President CEO
Phone
8588753335
Signed
2021-08-31
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
11
Volunteers
60

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 25,000 in donated use of facilities and 9,112 in donated legal services, and these amounts were properly exluded for federal income tax purposes.”

Form 990, Part IX, Line 5

“For the year ended December 31, 2020, compensation of current officers includes the following compensation of Debbie McKeon, President CEO, compensation of Megan Thomas, Interim PresidentCEO, during December 2020, compensation of Megan Thomas as a VP Collaborations and Special Initiatives prior to being appointed as interim PresidentCEO, and employee benefits for Debbie McKeon and Megan Thomas.”

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IRS990/Form990PartVIISectionAGrp/PersonNm2Amy Denhart
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IRS990/Form990PartVIISectionAGrp/PersonNm15Macy Olivas
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP Communications and Impact
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director of FTEH
IRS990/Form990PartVIISectionAGrp/TitleTxt3Interim President CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Immediate Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,083,916
Liabilities
$1,046,259
Net assets
$6,037,657
Revenue
$5,574,424
Expenses
$4,502,701
Net income
$1,071,723
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
2020Detailed filing. Detailed filing data is available for this year.$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
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