Civic Intelligence

Contina Impact

990 • Fiscal year 2021 • EIN 36-4657870

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

127 University AveBerkeley, CA 94710

(510) 841-4123

Siviq Scores

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

Liabilities / Assets

79th percentile

0.38x

Higher debt load relative to assets than 79% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

70th percentile

0.27x

Higher debt load relative to revenue than 70% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

74th percentile

30%

Higher net margin than 74% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$3,000

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

98th percentile

382%

Faster asset growth than 98% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

125%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,151,715

Up $912,865 (+382%) from 2020

Net Assets

Up

$716,813

Up $492,125 (+219%) from 2020

Liabilities

Up

$434,902

Up $420,740 (+2971%) from 2020

Revenue

Up

$1,622,078

Up $899,980 (+125%) from 2020

Expenses

Up

$1,129,953

Up $241,208 (+27%) from 2020

Net Income

Up

$492,125

Up $658,772 (+395%) from 2020

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

2021

Assets$1,151,715
Liabilities$434,902
Net Assets$716,813

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

2021

Revenue$1,622,078
Expenses$1,129,953
Net Income$492,125
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Gross Receipts
$1,622,078
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
Pledges and Grants Receivable-$458,452-
Cash and Non-Interest-Bearing Accounts$106,233$429,427▲ $323,194
Savings and Temporary Cash Investments$132,617$263,836▲ $131,219
Total Assets$238,850$1,151,715▲ $912,865
Liabilities
Accounts Payable and Accrued Expenses$14,162$434,902▲ $420,740
Total Liabilities$14,162$434,902▲ $420,740
Net Assets / Fund Balance
Net Assets With Donor Restrictions$205,094$683,937▲ $478,843
Net Assets Without Donor Restrictions$19,594$32,876▲ $13,282
Total Net Assets Fund Balance$224,688$716,813▲ $492,125
Total Liabilities and Net Assets / Fund Balance$238,850$1,151,715▲ $912,865
Compensation and Service Providers

Employees

NameTitleBaseTotal
BARBARA O'CONNORExecutive Director$3,000$3,000

Board Members and Trustees

NameTitle
Ed ManasalaPresident
Alice PerezSecretary
Ann BancroftTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Third Plateau Social Impact StrategiesProgram Services - Management127 UNIVERSITY AVE, Berkeley, CA 94710$515,353
Capitol Impact Consulting LLCProgram Services1107 9TH ST STE 500, Sacramento, CA 95814$144,946
Revenue and Support

Revenue Composition

Contributions and Grants
$1,621,879
Program Service Revenue
$0
Investment Income
$199
Other Revenue
$0
All Other Contributions
$1,621,879
Change in Net Assets
$492,125

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,622,078
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,622,078
Total Revenue per Form 990
$1,622,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,126,953
Salaries, Compensation, and Employee Benefits$3,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,064,403--$1,064,403
Fees for Services Accounting-$39,281-$39,281
Other Expenses$12,275$158-$12,433
Conferences and Meetings$9,363--$9,363
Current Officers, Directors, Trustees, and Key Employees-$3,000-$3,000
Office Expenses$74$1,399-$1,473
Total Functional Expenses$1,086,115$43,838$0$1,129,953

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,129,953
Total Expenses per Audited Statements$1,129,953
Total Expenses per Form 990$1,129,953
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
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
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 and third plateau social impact strategies to perform management and programmatic services during the 2021 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 before issuance.

Form 990, Part VI, Section B, Line 15A

Small stipend offered to executive director and approved by the independent members of the board of directors. This process was last undertaken in 2019.

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
5108414123
Address
127 UNIVERSITY AVE, BERKELEY, CA 94710

Signing Officer

Name
BARBARA O'CONNOR
Title
Executive Director
Phone
5108414123
Signed
2022-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
BARBARA O'CONNOR
Formed
2009
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

Outside contract services: program service expenses 1,064,403. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,064,403.

Part XII, Line 2C

The process has not changed from prior year.

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 Appendix364 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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IRS990ScheduleA/PublicSupportPY170Pct00.72520
IRS990ScheduleA/PublicSupportTotal170Amt03002413
IRS990ScheduleA/SubstantialContributorsTotAmt02098071
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01621879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0721838
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0888664
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0450681
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01417422
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05100484
IRS990ScheduleA/TotalSupportAmt05102009
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01129953
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01622078
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/TotalExpensesPerForm990Amt01129953
IRS990ScheduleD/TotalRevenuePerForm990Amt01622078
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01622078
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01129953
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0POLICY IMPACT ENGAGED CAPITOL IMPACT AND THIRD PLATEAU SOCIAL IMPACT STRATEGIES TO PERFORM MANAGEMENT AND PROGRAMMATIC SERVICES DURING THE 2021 TAX YEAR. POLICY IMPACT'S OFFICERS AND BOARD OVERSEE THESE SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR WILL REVIEW THE FORM 990 BEFORE ISSUANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SMALL STIPEND OFFERED TO EXECUTIVE DIRECTOR AND APPROVED BY THE INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. THIS PROCESS WAS LAST UNDERTAKEN IN 2019.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUTSIDE CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 1,064,403. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,064,403.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0238850
IRS990/TotalAssetsEOYAmt01151715
IRS990/TotalAssetsGrp/BOYAmt0238850
IRS990/TotalAssetsGrp/EOYAmt01151715
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01621879
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043838
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01086115
IRS990/TotalFunctionalExpensesGrp/TotalAmt01129953
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014162
IRS990/TotalLiabilitiesEOYAmt0434902
IRS990/TotalLiabilitiesGrp/BOYAmt014162
IRS990/TotalLiabilitiesGrp/EOYAmt0434902
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0224688
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0716813
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt053720
IRS990/TotalProgramServiceExpensesAmt01086115
IRS990/TotalReportableCompFromOrgAmt03000
IRS990/TotalRevenueGrp/ExclusionAmt0199
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01622078
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0238850
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01151715
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0127 UNIVERSITY AVE
IRS990/USAddress/CityNm0BERKELEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094710
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA O'CONNOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05108414123
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POLICY IMPACT
ReturnHeader/Filer/BusinessNameControlTxt0POLI
ReturnHeader/Filer/EIN0364657870
ReturnHeader/Filer/PhoneNum05108414123
ReturnHeader/Filer/USAddress/AddressLine1Txt0127 UNIVERSITY AVE
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094710
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680037990
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GILBERT CPAS
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/PreparationDt02022-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH R GLEN
ReturnHeader/ReturnTs02022-11-15T15:42:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OCONNOR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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