Civic Intelligence

The Institute for Small Business

EIN 36-4891456 • 501(c)3 • Fountain Valley, CA

Pub. 78 EligibleNTEE P51

Profile

SEE ATTACHED SCHEDULE O

17220 Newhope St Ste 222Fountain Valley, CA 92708
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE P • <$500k nonprofits • Source year 2023

Liabilities / Revenue

64th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE P • <$500k nonprofits • Source year 2023

Net Margin

17th percentile

-20%

Higher net margin than 17% of similar nonprofits.

NTEE P • <$500k nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE P • <$500k nonprofits • Source year 2023

Asset Growth

5th percentile

-95%

Faster asset growth than 5% of similar nonprofits.

NTEE P • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

30th percentile

-20%

Faster revenue growth than 30% of similar nonprofits.

NTEE P • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$658

Down $12,317 (-95%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$658

Down $12,317 (-95%) from 2022

Revenue

Down

$62,430

Down $16,030 (-20%) from 2022

Expenses

Down

$74,747

Down $34,928 (-32%) from 2022

Net Income

Up

-$12,317

Up $18,898 (+61%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2022: $12,975Liabilities 2022: $0Net Assets 2022: $12,9752022Assets 2023: $658Liabilities 2023: $0Net Assets 2023: $6582023

Highlighted filing

2023

Assets$658
Liabilities$0
Net Assets$658

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2022: $78,460Expenses 2022: $109,675Net Income 2022: -$31,2152022Revenue 2023: $62,430Expenses 2023: $74,747Net Income 2023: -$12,3172023

Highlighted filing

2023

Revenue$62,430
Expenses$74,747
Net Income-$12,317

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 15, 2025
Return Version
2023v6.0
Gross Receipts
$62,430
Mission and Program Overview

Mission

SEE ATTACHED SCHEDULE O

Program Services

DescriptionGrantsExpenses
NONE--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM GRANGERCEOPT$0--
Filing and Contact Details

Filer

Filer Name
The Institute for Small Business
EIN
36-4891456
Address
17220 NEWHOPE ST STE 222, FOUNTAIN VALLEY, CA 92708

Signing Officer

Name
William Granger
Title
CEO
Phone
9492786241
Signed
2025-01-15
Discuss with paid preparer
No

Preparer

Firm
Mactax
Address
17220 NEWHOPE STREET STE 222, FOUNTAIN VALLEY, CA 92708
Preparer
Mac Nguyen
Phone
7144290777
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountoutside services 50,720auto expense 5,222telephone 4,863travel 3,156meals 3,048dues & subscriptions 2,857office expense 2,568supplies 1,028insurance 720bank charges 565outside services . . . . . . . . . . . . . . . $ 50,720.auto expense . . . . . . . . . . . . . . . . . 5,222.telephone . . . . . . . . . . . . . . . . . . 4,862.travel . . . . . . . . . . . . . . . . . . . . 3,156.meals . . . . . . . . . . . . . . . . . . . . 3,048.dues & subscriptions . . . . . . . . . . . . . 2,857.office expense . . . . . . . . . . . . . . . . 2,568.supplies . . . . . . . . . . . . . . . . . . . 1,028.insurance . . . . . . . . . . . . . . . . . . 720.bank charges . . . . . . . . . . . . . . . . . 565. --------- total . . . . . $ 74,747. =========

Raw XML Appendix111 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0WILLIAM GRANGER
IRS990EZ/BooksInCareOfDetail/PhoneNum09492786241
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0839 PICCOLO
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IRVINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092620
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012975
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0658
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12317
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IRS990EZ/ProgramServiceRevenueAmt062430
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/TotalExpensesAmt074747
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt062430
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt078460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0140890
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0140890
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt078460
IRS990ScheduleA/Total509Grp/TotalAmt0140890
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt078460
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0140890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTOUTSIDE SERVICES 50,720AUTO EXPENSE 5,222TELEPHONE 4,863TRAVEL 3,156MEALS 3,048DUES & SUBSCRIPTIONS 2,857OFFICE EXPENSE 2,568SUPPLIES 1,028INSURANCE 720BANK CHARGES 565OUTSIDE SERVICES . . . . . . . . . . . . . . . $ 50,720.AUTO EXPENSE . . . . . . . . . . . . . . . . . 5,222.TELEPHONE . . . . . . . . . . . . . . . . . . 4,862.TRAVEL . . . . . . . . . . . . . . . . . . . . 3,156.MEALS . . . . . . . . . . . . . . . . . . . . 3,048.DUES & SUBSCRIPTIONS . . . . . . . . . . . . . 2,857.OFFICE EXPENSE . . . . . . . . . . . . . . . . 2,568.SUPPLIES . . . . . . . . . . . . . . . . . . . 1,028.INSURANCE . . . . . . . . . . . . . . . . . . 720.BANK CHARGES . . . . . . . . . . . . . . . . . 565. --------- TOTAL . . . . . $ 74,747. =========
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0364891456
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ReturnHeader/PreparerPersonGrp/PhoneNum07144290777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAC NGUYEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-01-16T19:47:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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