Civic Intelligence

Catalyst of San Diego & Imperial Counties

990 • Fiscal year 2021 • EIN 33-0868261

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profilewww.catalystsd.org

View Organization Page

5060 Shoreham Place APT 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

52nd percentile

0.14x

Higher debt load relative to assets than 52% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.37x

Higher debt load relative to revenue than 68% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

61st percentile

19%

Higher net margin than 61% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

61st percentile

$143,164

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

49th percentile

9.2%

Faster asset growth than 49% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-50%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$7,738,471

Up $654,555 (+9.2%) from 2020

Net Assets

Up

$6,689,124

Up $651,467 (+11%) from 2020

Liabilities

Up

$1,049,347

Up $3,088 (+0.3%) from 2020

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin61st percentile

Revenue

Down

$2,813,093

Down $2,761,331 (-50%) from 2020

Expenses

Down

$2,291,713

Down $2,210,988 (-49%) from 2020

Net Income

Down

$521,380

Down $550,343 (-51%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2021

Assets$7,738,471
Liabilities$1,049,347
Net Assets$6,689,124
Open 2021 Filing

Operations Trend

Revenue Growth4th 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

2021

Revenue$2,813,093
Expenses$2,291,713
Net Income$521,380
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$2,813,093
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$4,195,703$3,917,667▼ $278,036
Cash and Non-Interest-Bearing Accounts$1,116,369$2,688,823▲ $1,572,454
Investments in Publicly Traded Securities$509,662$697,506▲ $187,844
Pledges and Grants Receivable$1,125,167$357,680▼ $767,487
Loans From Officers Directors$106,500--
Intangible Assets$68,055$44,722▼ $23,333
Land, Buildings, and Equipment, Net$29,681$25,284▼ $4,397
Prepaid Expenses and Deferred Charges$8,155$6,789▼ $1,366
Total Assets$7,083,916$7,738,471▲ $654,555
Other Assets Total$31,124--
Liabilities
Unsecured Notes Loans Payable$587,500$674,000▲ $86,500
Deferred Revenue$196,000$175,000▼ $21,000
Accounts Payable and Accrued Expenses$125,135$106,597▼ $18,538
Grants Payable-$93,750-
Other Liabilities$31,124--
Total Liabilities$1,046,259$1,049,347▲ $3,088
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,864,076$4,535,327▲ $671,251
Net Assets Without Donor Restrictions$2,173,581$2,153,797▼ $19,784
Total Net Assets Fund Balance$6,037,657$6,689,124▲ $651,467
Total Liabilities and Net Assets / Fund Balance$7,083,916$7,738,471▲ $654,555

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$25,284$5,496$30,780
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Megan Thomas DecPresidentCEOFT$129,218$13,946$143,164
Kathleen JanowiakVP Communications and ImpactFT$108,695$11,620$120,315

Board Members and Trustees

NameTitle
Warren RuisChair
Jeremy PearlChair elect
Ernest BorundaDirector
Ian GordonDirector
Jeff KimDirector
Jesse MillsDirector
Julia DorfmanDirector
Kim Phillips BoehmDirector
Kyra GreeneDirector
Macy OlivasDirector
Peter CallstromDirector
Sara VazDirector
Sarah LymanDirector
Nelli GartonSecretary
Shreya Shah SasakiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,666,617
Program Service Revenue
$97,056
Investment Income
$28,538
Other Revenue
$20,882
All Other Contributions
$2,323,226
Change in Net Assets
$521,380

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,813,093
Revenue Not Reported on Form 990
$155,087
Total Revenue per Audited Statements
$2,968,180
Total Revenue per Form 990
$2,813,093
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$976,734
Salaries, Compensation, and Employee Benefits$698,027
Other Expenses$616,952
Total Fundraising Expense$52,697
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$956,734--$956,734
Other Salaries and Wages$394,408$29,132$24,651$448,191
Fees for Services Other$280,827$5,669$5,967$292,463
Current Officers, Directors, Trustees, and Key Employees$125,984$9,306$7,874$143,164
Fees for Services Accounting-$67,866-$67,866
Payroll Taxes$42,555$3,143$2,660$48,358
Occupancy$41,292$3,050$2,581$46,923
Information Technology$37,703$2,785$2,356$42,844
Other Employee Benefits$31,382$2,318$1,961$35,661
Depreciation Depletion$24,403$1,802$1,525$27,730
Advertising$26,692--$26,692
Pension Plan Contributions$19,935$1,473$1,245$22,653
Grants to Domestic Individuals$20,000--$20,000
Interest$13,747--$13,747
Insurance-$12,817-$12,817
Conferences and Meetings$10,194$599$253$11,046
Other Expenses$8,000$10,944$1,606$10,944
Office Expenses$2,760$2,759-$5,519
Travel$290$21$18$329
Total Functional Expenses$2,083,433$155,583$52,697$2,291,713

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,316,713
Expenses per Audited Statements$2,291,713
Total Expenses per Form 990$2,291,713
Expenses Not Reported on Form 990$25,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CPI San DiegoSan Diego, CA501c3Settlement of the estate of Nancy Jamison, unrestricted$109,799
Mission Edge San Diego for Mid-City CANSan Diego, CA501c3Settlement of the estate of Nancy Jamison$109,799
Bethel AMESan Diego, CA501c3Predevelopement work of affordable housing$60,000
San Diego Housing FederationSan Diego, CA501c3To support the Homeless-Experienced Advocacy Leadership Network$50,000
Voices of Our City Choir IncSan Diego, CA501c3To support Voices of Dignity - Our Voices Matter Advocacy Project$50,000
Central San Diego Black Chamber of Commerce Education FoundationSan Diego, CA501c3Return balance of Black Business Relief Funds to utilize in support of Black business owners during COVID$45,636
City Heights Community Development CorporationSan Diego, CA501c3For Eviction Prevention Collaborative project$25,000
Lived Experience Advisers LLCSan Diego, CA501c3General support$23,750
San Diego Housing FederationSan Diego, CA501c3To support the Homeless-Experienced Advocacy Leadership Network$20,000
Voices of Our City Choir IncSan Diego, CA501c3To support Voices of Dignity - Our Voices Matter Advocacy Project$20,000
Call BlacklineSan Diego, CA501c3As fiscal sponsor to March for Black Womxn San Diego$15,000
Home Start IncSan Diego, CA501c3Support women and girls payment 2/2$15,000
International Rescue Committee IncNew York, NY501c3Support women and girls payment 2/2$15,000
Just in Time for Foster Youth (V)San Diego, CA501c3Support women and girls payment 2/2$15,000
San Diego Center For ChildrenSan Diego, CA501c3Support women and girls payment 2/2$15,000
Southwestern College FoundationChula Vista, CA501c3As fiscal sponsor to San Diego and Imperial Womens Business Center$15,000
DetourSan Diego, CA501c3Support women and girls, payment 1/2$12,500
Somali Family Service of San DiegoSan Diego, CA501c3Support women and girls, payment 1/2$12,500
Call BlacklineSan Diego, CA501c3As fiscal sponsor to Black Lives Matter San Diego$10,000
Casa Cornelia Law CenterSan Diego, CA501c3General support$10,000
Comite Civico del Valle IncBrawley, CA501c3As fiscal sponsor to Universidad Popular$10,000
Community Advocates for Just and Moral GovernanceSan Diego, CA501c3General support$10,000
ElderHelp of San DiegoSan Diego, CA501c3General support$10,000
Free to ThriveSan Diego, CA501c3General support$10,000
I Am GreenSan Diego, CA501c3General support$10,000
John Lyons FoundationSan Diego, CA501c3As fiscal sponsor to Homework$10,000
North County Lifeline IncOceanside, CA501c3General support$10,000
Partnership for the Advancement of New AmericansSan Diego, CA501c3General support$10,000
Peace Resource Center of San DiegoSan Diego, CA501c3As fiscal sponsor to the Dede McClure Bail Fund Grant$10,000
PhatcropsLa Mesa, CA501c3General support$10,000
Pilipino Workers Center of Southern CaliforniaLos Angeles, CA501c3As fiscal sponsor to the Asian Solidarity Collective unrestricted w/in ASC$10,000
Pillars of the CommunitySan Diego, CA501c3General support$10,000
Project New VillageSan Diego, CA501c3General support$10,000
RISE Urban Leadership Institute of San DiegoSan Diego, CA501c3As fiscal sponsor to Youth Will$10,000
Shoe Drive WorldwideSan Diego, CA501c3As fiscal sponsor to 100 Strong$10,000
United Women's East African Support TeamSan Diego, CA501c3General support$10,000
ElderHelp of San DiegoSan Diego, CA501c3Support women and girls, payment 1/2$7,500
North County Lifeline IncOceanside, CA501c3Support women and girls, payment 1/2$7,500
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
Catalyst of San Diego & Imperial Counties
EIN
33-0868261
Phone
8588753333
Address
5060 Shoreham Place APT 350, San Diego, CA 92122

Signing Officer

Name
Megan Thomas
Title
President CEO
Phone
8588753333
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
9
Volunteers
40

Preparer

Firm
Sonnenberg & Company 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 this amount was properly exluded for federal income tax purposes.”

Form 990, Part IX, Line 11G

“Fees for Service - Other of 292,463 is for consulting services related to communications, DEI, programs, policy, and YIGBY.”

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IRS990/Form990PartVIISectionAGrp/PersonNm10Kyra Greene
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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,738,471
Liabilities
$1,049,347
Net assets
$6,689,124
Revenue
$2,813,093
Expenses
$2,291,713
Net income
$521,380
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
2021Detailed filing. Detailed filing data is available for this year.$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
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