Civic Intelligence

Policy Issues Institute

990 • Fiscal year 2016 • EIN 33-0973052

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 13, 2017

Organization ProfilePolicyIssuesInstitute.com
30011 Ivy Glenn Drive 223Laguna Niguel, CA 92677

(949) 495-3314

Siviq Scores

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

Liabilities / Assets

74th percentile

0.51x

Higher debt load relative to assets than 74% of similar nonprofits.

2016 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

22nd percentile

0.04x

Higher debt load relative to revenue than 22% of similar nonprofits.

2016 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2016

Net Margin

47th percentile

5.1%

Higher net margin than 47% of similar nonprofits.

2016 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

78th percentile

$225,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2016 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2016

Asset Growth

95th percentile

90%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-16%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$450,974

Up $213,360 (+90%) from 2015

Net Assets

Up

$221,156

Up $262,009 (+641%) from 2015

Liabilities

Down

$229,818

Down $48,649 (-17%) from 2015

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin47th percentile

Revenue

Down

$5,648,985

Down $1,088,235 (-16%) from 2015

Expenses

Down

$5,360,929

Down $1,810,309 (-25%) from 2015

Net Income

Up

$288,056

Up $722,074 (+166%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2011: $225,692Liabilities 2011: $560,639Net Assets 2011: -$334,9472011Assets 2012: $865,884Liabilities 2012: $457,326Net Assets 2012: $408,5582012Assets 2013: $772,929Liabilities 2013: $411,527Net Assets 2013: $361,4022013Assets 2014: $675,965Liabilities 2014: $282,800Net Assets 2014: $393,1652014Assets 2015: $237,614Liabilities 2015: $278,467Net Assets 2015: -$40,8532015Assets 2016: $450,974Liabilities 2016: $229,818Net Assets 2016: $221,1562016Assets 2017: $400,680Liabilities 2017: $770,308Net Assets 2017: -$369,6282017Assets 2018: $290,543Liabilities 2018: $579,901Net Assets 2018: -$289,3582018Assets 2019: $162,477Liabilities 2019: $626,582Net Assets 2019: -$464,1052019Assets 2020: $879,797Liabilities 2020: $151,024Net Assets 2020: $728,7732020Assets 2021: $313,706Liabilities 2021: $305,718Net Assets 2021: $7,9882021Assets 2022: $1,514,174Liabilities 2022: $358,224Net Assets 2022: $1,155,9502022Assets 2023: $987,571Liabilities 2023: $192,596Net Assets 2023: $794,9752023Assets 2024: $487,941Liabilities 2024: $157,439Net Assets 2024: $330,5022024

Highlighted filing

2016

Assets$450,974
Liabilities$229,818
Net Assets$221,156
Open 2016 Filing

Operations Trend

Revenue Growth14th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $5,794,6822011Expenses 2012: $7,520,1012012Revenue 2013: $9,847,270Expenses 2013: $9,894,426Net Income 2013: -$47,1562013Revenue 2014: $10,694,052Expenses 2014: $10,662,289Net Income 2014: $31,7632014Revenue 2015: $6,737,220Expenses 2015: $7,171,238Net Income 2015: -$434,0182015Revenue 2016: $5,648,985Expenses 2016: $5,360,929Net Income 2016: $288,0562016Revenue 2017: $5,905,651Expenses 2017: $6,496,435Net Income 2017: -$590,7842017Revenue 2018: $6,462,767Expenses 2018: $6,382,497Net Income 2018: $80,2702018Revenue 2019: $6,265,409Expenses 2019: $6,440,156Net Income 2019: -$174,7472019Revenue 2020: $7,705,067Expenses 2020: $6,512,190Net Income 2020: $1,192,8772020Revenue 2021: $6,136,020Expenses 2021: $6,856,806Net Income 2021: -$720,7862021Revenue 2022: $9,794,674Expenses 2022: $8,646,712Net Income 2022: $1,147,9622022Revenue 2023: $8,473,195Expenses 2023: $8,834,170Net Income 2023: -$360,9752023Revenue 2024: $5,939,355Expenses 2024: $6,403,828Net Income 2024: -$464,4732024

Highlighted filing

2016

Revenue$5,648,985
Expenses$5,360,929
Net Income$288,056
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 13, 2017
Return Version
2016v3.0
Gross Receipts
$5,648,985
Mission and Program Overview

Mission

Our primary purpose is the study/research of America's public policy, including research on public policy issues and provide information to the public on the importance of such issues, including energy, education, taxes, crime, transportation, natural resources, government management and the environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$87,614$436,726▲ $349,112
Investments in Publicly Traded Securities$150,000$14,248▼ $135,752
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$237,614$450,974▲ $213,360
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$278,467$229,818▼ $48,649
Total Liabilities$278,467$229,818▼ $48,649
Net Assets / Fund Balance
Unrestricted Net Assets$-40,853$221,156▲ $262,009
Total Net Assets Fund Balance$-40,853$221,156▲ $262,009
Total Liabilities and Net Assets / Fund Balance$237,614$450,974▲ $213,360
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Floyd BrownPresidentPT$225,000$225,000
James LacyCEOPT$225,000$225,000
Barrett GarciaTreasurerPT$21,600$21,600

Board Members and Trustees

NameTitle
Bill SaracinoDirector
Martin MatthewsDirector
Robert CambronDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$5,648,985
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$5,648,985
Change in Net Assets
$288,056

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,648,985
Total Revenue per Audited Statements
$5,648,985
Total Revenue per Form 990
$5,648,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,835,928
Total Fundraising Expense$1,555,385
Salaries, Compensation, and Employee Benefits$525,001
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$301,500$125,100$45,000$471,600
All Other Expenses$108,430$71,977$53,211$233,618
Other Expenses$898,128$174,148$442,362$174,148
Other Salaries and Wages$32,878$11,286$4,907$49,071
Fees for Services Other$22,619-$11,140$33,759
Fees for Services Accounting-$14,019-$14,019
Occupancy$6,000$6,000-$12,000
Payroll Taxes$2,901$996$433$4,330
Insurance-$2,647-$2,647
Total Functional Expenses$3,399,371$406,173$1,555,385$5,360,929

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,360,929
Total Expenses per Audited Statements$5,360,929
Total Expenses per Form 990$5,360,929
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
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
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, Line 11B: Form 990 Review Process

“Form 990 is prepared based on accounting records compiled by the Treasurer, and is reviewed by members of the Board of Directors before issuance. In addition, the financial statements are audited by a CPA firm and the Form 990 financial information agrees with the CPA audit report.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Any potential conflicts discussed at board meetings”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies and financial statements are available on a request basis.”

Filing and Contact Details

Filer

Filer Name
Policy Issues Institute
EIN
33-0973052
Phone
9494953314
Address
30011 Ivy Glenn Drive 223, Laguna Niguel, CA 92677

Signing Officer

Name
Barrett Garcia
Title
Treasurer
Signed
2017-09-13
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
4

Preparer

Firm
Barrett Garcia & Co
Address
32302 Camino Capistrano Suite 214, San Juan Capistrano, CA 92675
Preparer
Barrett Garcia
Phone
9494966363
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Reversal of 2015 financial statement unrealized loss = -$26047”

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1225000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Floyd Brown
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1James Lacy
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is prepared based on accounting records compiled by the Treasurer, and is reviewed by members of the Board of Directors before issuance. In addition, the financial statements are audited by a CPA firm and the Form 990 financial information agrees with the CPA audit report.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Any potential conflicts discussed at board meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents, policies and financial statements are available on a request basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Reversal of 2015 financial statement unrealized loss = -$26047
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Decreases
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Womans Voice
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Laguna Niguel
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IRS990/StatesWhereCopyOfReturnIsFldCd15ME
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IRS990/StatesWhereCopyOfReturnIsFldCd19NC
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IRS990/StatesWhereCopyOfReturnIsFldCd21NJ
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IRS990/StatesWhereCopyOfReturnIsFldCd30UT
IRS990/StatesWhereCopyOfReturnIsFldCd31VA
IRS990/StatesWhereCopyOfReturnIsFldCd32WA
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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
$450,974
Liabilities
$229,818
Net assets
$221,156
Revenue
$5,648,985
Expenses
$5,360,929
Net income
$288,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.49$0.16$0.33$5.94$6.40$0.46
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.19$0.79$8.47$8.83$0.36
2022Detailed filing. Detailed filing data is available for this year.$1.51$0.36$1.16$9.79$8.65$1.15
2021Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.01$6.14$6.86$0.72
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.15$0.73$7.71$6.51$1.19
2019Detailed filing. Detailed filing data is available for this year.$0.16$0.63$0.46$6.27$6.44$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.58$0.29$6.46$6.38$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.77$0.37$5.91$6.50$0.59
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.23$0.22$5.65$5.36$0.29
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.28$0.04$6.74$7.17$0.43
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.28$0.39$10.7$10.7$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.77$0.41$0.36$9.85$9.89$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.46$0.41$7.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.56$0.33$5.79