Civic Intelligence

Contina Impact

990 • Fiscal year 2016 • EIN 36-4657870

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 28, 2017

1107 9th Street No 500Sacramento, CA 95814

(916) 441-2917

Siviq Scores

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

Liabilities / Assets

64th percentile

0.23x

Higher debt load relative to assets than 64% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

42nd percentile

0.07x

Higher debt load relative to revenue than 42% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

4th percentile

-83%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$3,000

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

1st percentile

-82%

Faster asset growth than 1% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-3.1%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$400,924

Down $1,857,854 (-82%) from 2015

Net Assets

Down

$310,515

Down $1,069,555 (-78%) from 2015

Liabilities

Down

$90,409

Down $788,299 (-90%) from 2015

Revenue

Down

$1,286,238

Down $41,020 (-3.1%) from 2015

Expenses

Down

$2,355,793

Down $357,705 (-13%) from 2015

Net Income

Up

-$1,069,555

Up $316,685 (+23%) from 2015

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $202,893Liabilities 2011: $0Net Assets 2011: $202,8932011Assets 2014: $2,939,794Liabilities 2014: $255,278Net Assets 2014: $2,684,5162014Assets 2015: $2,258,778Liabilities 2015: $878,708Net Assets 2015: $1,380,0702015Assets 2016: $400,924Liabilities 2016: $90,409Net Assets 2016: $310,5152016Assets 2017: $907,105Liabilities 2017: $265,714Net Assets 2017: $641,3912017Assets 2018: $421,194Liabilities 2018: $103,966Net Assets 2018: $317,2282018Assets 2019: $405,876Liabilities 2019: $14,541Net Assets 2019: $391,3352019Assets 2020: $238,850Liabilities 2020: $14,162Net Assets 2020: $224,6882020Assets 2021: $1,151,715Liabilities 2021: $434,902Net Assets 2021: $716,8132021Assets 2022: $1,914,503Liabilities 2022: $303,667Net Assets 2022: $1,610,8362022Assets 2023: $4,416,046Liabilities 2023: $354,818Net Assets 2023: $4,061,2282023Assets 2024: $14,041,305Liabilities 2024: $1,861,715Net Assets 2024: $12,179,5902024

Highlighted filing

2016

Assets$400,924
Liabilities$90,409
Net Assets$310,515

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2011: $47,7592011Revenue 2014: $3,053,521Expenses 2014: $1,113,677Net Income 2014: $1,939,8442014Revenue 2015: $1,327,258Expenses 2015: $2,713,498Net Income 2015: -$1,386,2402015Revenue 2016: $1,286,238Expenses 2016: $2,355,793Net Income 2016: -$1,069,5552016Revenue 2017: $1,417,786Expenses 2017: $1,086,910Net Income 2017: $330,8762017Revenue 2018: $462,893Expenses 2018: $775,167Net Income 2018: -$312,2742018Revenue 2019: $889,043Expenses 2019: $814,936Net Income 2019: $74,1072019Revenue 2020: $722,098Expenses 2020: $888,745Net Income 2020: -$166,6472020Revenue 2021: $1,622,078Expenses 2021: $1,129,953Net Income 2021: $492,1252021Revenue 2022: $4,582,631Expenses 2022: $3,688,608Net Income 2022: $894,0232022Revenue 2023: $6,777,043Expenses 2023: $4,326,651Net Income 2023: $2,450,3922023Revenue 2024: $21,662,768Expenses 2024: $13,544,406Net Income 2024: $8,118,3622024

Highlighted filing

2016

Revenue$1,286,238
Expenses$2,355,793
Net Income-$1,069,555
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 28, 2017
Return Version
2016v3.0
Gross Receipts
$1,286,238
Mission and Program Overview

Mission

The organization's mission is to serve as the fiscal sponsor for the charitable donations and philanthropic disbursements of individuals, foundation, and other entities, to provide technical assistance to youth-serving and nonprofit organizations and to coordinate education and other policy efforts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$973,191$242,137▼ $731,054
Pledges and Grants Receivable$811,499$126,499▼ $685,000
Prepaid Expenses and Deferred Charges$92,711$0▼ $92,711
Cash and Non-Interest-Bearing Accounts$381,377$32,288▼ $349,089
Total Assets$2,258,778$400,924▼ $1,857,854
Liabilities
Accounts Payable and Accrued Expenses$878,708$90,409▼ $788,299
Total Liabilities$878,708$90,409▼ $788,299
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,232,188$233,354▼ $998,834
Unrestricted Net Assets$147,882$77,161▼ $70,721
Total Net Assets Fund Balance$1,380,070$310,515▼ $1,069,555
Total Liabilities and Net Assets / Fund Balance$2,258,778$400,924▼ $1,857,854
Compensation and Service Providers

Employees

NameTitleBaseTotal
Ann Bancroft Thru 123116Treasurer/executive Direct$3,000$3,000

Board Members and Trustees

NameTitle
Ed ManasalaPresident
Alice PerezSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Capitol Impact Consulting LLCManagement & Programmatic Consulting1107 9TH ST STE 500, Sacramento, CA 95814$1,417,053
Michael ShellenbergerProgrammatic Consulting708 EUCLID AVENUE, Berkeley, CA 94708$126,100
Revenue and Support

Revenue Composition

Contributions and Grants
$863,368
Program Service Revenue
$422,257
Investment Income
$613
Other Revenue
$0
All Other Contributions
$863,368
Change in Net Assets
$-1,069,555

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,286,238
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,286,238
Total Revenue per Form 990
$1,286,238
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,291,731
Grants and Similar Amounts Paid$61,062
Total Fundraising Expense$26,161
Salaries, Compensation, and Employee Benefits$3,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,470,561$94,798$26,161$1,591,520
Conferences and Meetings$538,271$2,044-$540,315
Travel$80,163$6,127-$86,290
Grants to Domestic Orgs$61,062--$61,062
Fees for Services Accounting-$25,214-$25,214
Occupancy-$18,371-$18,371
All Other Expenses-$10,889-$10,889
Office Expenses$2,187$3,958-$6,145
Information Technology$148$5,398-$5,546
Insurance-$5,161-$5,161
Current Officers, Directors, Trustees, and Key Employees-$3,000-$3,000
Fees for Services Legal$2,000$280-$2,280
Total Functional Expenses$2,154,392$175,240$26,161$2,355,793

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,355,793
Total Expenses per Audited Statements$2,355,793
Total Expenses per Form 990$2,355,793
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Linked Learning AllianceSacramento, CA501(c)(3)General Program Support$61,062
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Policy impact engaged capitol impact to perform management and programmatic services during the 2016 tax year. Policy impact's officers and board oversee these services.

Form 990, Part VI, Section B, Line 11B

The executive director will review the form 990 with the director of finance before issuance.

Form 990, Part VI, Section C, Line 19

Public documents are available upon request

Filing and Contact Details

Filer

Filer Name
Policy Impact
EIN
36-4657870
Phone
9164412917
Address
1107 9TH STREET NO 500, SACRAMENTO, CA 95814

Signing Officer

Name
BARBARA O'CONNOR
Title
Executive Director
Phone
9164412917
Signed
2017-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
BARBARA O'CONNOR
Formed
2009
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Gilbert Associates Inc
Address
2880 GATEWAY OAKS DR STE 100, SACRAMENTO, CA 95833
Preparer
Keith R Glen
Phone
9166466464
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

The linked learning program ceased activities at the end of august 2016.

Form 990, Part IX, Line 11G

Outside contract services: program service expenses 1,470,561. Management and general expenses 94,798. Fundraising expenses 26,161. Total expenses 1,591,520.

Financial Statement Notes

PART X, LINE 2:

The organization has applied the accounting principles related to the accounting for uncertainty in income taxes and has determined there is no material impact on the financial statements.

Raw XML Appendix380 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02355793
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01286238
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02355793
IRS990ScheduleD/TotalRevenuePerForm990Amt01286238
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01286238
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02355793
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt061062
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LINKED LEARNING ALLIANCE
IRS990ScheduleI/RecipientTable/RecipientEIN0473798868
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01107 9TH STREET SUITE 500
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SACRAMENTO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095814
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE LINKED LEARNING PROGRAM CEASED ACTIVITIES AT THE END OF AUGUST 2016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POLICY IMPACT ENGAGED CAPITOL IMPACT TO PERFORM MANAGEMENT AND PROGRAMMATIC SERVICES DURING THE 2016 TAX YEAR. POLICY IMPACT'S OFFICERS AND BOARD OVERSEE THESE SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR WILL REVIEW THE FORM 990 WITH THE DIRECTOR OF FINANCE BEFORE ISSUANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUTSIDE CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 1,470,561. MANAGEMENT AND GENERAL EXPENSES 94,798. FUNDRAISING EXPENSES 26,161. TOTAL EXPENSES 1,591,520.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01232188
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0233354
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02258778
IRS990/TotalAssetsEOYAmt0400924
IRS990/TotalAssetsGrp/BOYAmt02258778
IRS990/TotalAssetsGrp/EOYAmt0400924
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0863368
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt026161
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0175240
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02154392
IRS990/TotalFunctionalExpensesGrp/TotalAmt02355793
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0878708
IRS990/TotalLiabilitiesEOYAmt090409
IRS990/TotalLiabilitiesGrp/BOYAmt0878708
IRS990/TotalLiabilitiesGrp/EOYAmt090409
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01380070
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0310515
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02154392
IRS990/TotalProgramServiceRevenueAmt0422257
IRS990/TotalReportableCompFromOrgAmt03000
IRS990/TotalRevenueGrp/ExclusionAmt0613
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0422257
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01286238
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02258778
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0400924
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt06127
IRS990/TravelGrp/ProgramServicesAmt080163
IRS990/TravelGrp/TotalAmt086290
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0147882
IRS990/UnrestrictedNetAssetsGrp/EOYAmt077161
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01107 9TH STREET NO 500
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095814
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA O'CONNOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09164412917
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POLICY IMPACT
ReturnHeader/Filer/BusinessNameControlTxt0POLI
ReturnHeader/Filer/EIN0364657870
ReturnHeader/Filer/PhoneNum09164412917
ReturnHeader/Filer/USAddress/AddressLine1Txt01107 9TH STREET NO 500
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095814
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B0889EC8064363032E4A93D7CE70BE474007B145
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00B924B48C9A4E0897F70ECC939860A3331C84BC6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.231.71.251
ReturnHeader/FilingSecurityInformation/IPDt02017-08-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:40:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680037990
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GILBERT ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02880 GATEWAY OAKS DR STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095833
ReturnHeader/PreparerPersonGrp/PhoneNum09166466464
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH R GLEN
ReturnHeader/ReturnTs02017-09-05T13:17:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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