Civic Intelligence

California Progress Incorporated

990 • Fiscal year 2014 • EIN 43-1512374

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 22, 2014

PO Box 4265018

(573) 796-4071

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

33rd percentile

0.01x

Higher debt load relative to revenue than 33% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

95th percentile

65%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

48th percentile

$2,663

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

55th percentile

3.9%

Faster asset growth than 55% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$872,200

Up $32,995 (+3.9%) from 2013

Net Assets

Up

$871,782

Up $34,346 (+4.1%) from 2013

Liabilities

Down

$418

Down $1,351 (-76%) from 2013

Revenue

$53,214

No earlier filing loaded for comparison.

Expenses

Down

$18,868

Down $18,348 (-49%) from 2013

Net Income

$34,346

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $864,067Liabilities 2010: $1,745Net Assets 2010: $862,3222010Assets 2011: $856,786Liabilities 2011: $2,504Net Assets 2011: $854,2822011Assets 2012: $847,586Liabilities 2012: $393Net Assets 2012: $847,1932012Assets 2013: $839,205Liabilities 2013: $1,769Net Assets 2013: $837,4362013Assets 2014: $872,200Liabilities 2014: $418Net Assets 2014: $871,7822014Assets 2015: $150,499Liabilities 2015: $2,684Net Assets 2015: $147,8152015Assets 2016: $145,263Liabilities 2016: $1,592Net Assets 2016: $143,6712016Assets 2017: $141,734Liabilities 2017: $527Net Assets 2017: $141,2072017Assets 2018: $145,316Liabilities 2018: $2,952Net Assets 2018: $142,3642018Assets 2021: $254,264Liabilities 2021: $376Net Assets 2021: $253,8882021Assets 2022: $107,600Liabilities 2022: $879Net Assets 2022: $106,7212022Assets 2023: $119,009Liabilities 2023: $259Net Assets 2023: $118,7502023Assets 2024: $135,429Net Assets 2024: $135,4292024Assets 2025: $131,470Net Assets 2025: $131,4702025

Highlighted filing

2014

Assets$872,200
Liabilities$418
Net Assets$871,782

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2010: $65,766Expenses 2010: $40,157Net Income 2010: $25,6092010Expenses 2011: $32,1752011Expenses 2012: $16,4512012Expenses 2013: $37,2162013Revenue 2014: $53,214Expenses 2014: $18,868Net Income 2014: $34,3462014Revenue 2015: $85,720Expenses 2015: $809,687Net Income 2015: -$723,9672015Revenue 2016: $18,158Expenses 2016: $22,302Net Income 2016: -$4,1442016Revenue 2017: $14,879Expenses 2017: $17,343Net Income 2017: -$2,4642017Revenue 2018: $18,051Expenses 2018: $16,894Net Income 2018: $1,1572018Revenue 2021: $54,801Expenses 2021: $15,742Net Income 2021: $39,0592021Revenue 2022: -$121,957Expenses 2022: $25,210Net Income 2022: -$147,1672022Revenue 2023: $34,690Expenses 2023: $22,686Net Income 2023: $12,0042023Revenue 2024: $33,209Expenses 2024: $16,530Net Income 2024: $16,6792024Revenue 2025: $4,569Expenses 2025: $8,528Net Income 2025: -$3,9592025

Highlighted filing

2014

Revenue$53,214
Expenses$18,868
Net Income$34,346
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 22, 2014
Return Version
2013v3.1
Gross Receipts
$61,401
Mission and Program Overview

Mission

Encourage, promote and coordinate community economic development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$837,436$871,782▲ $34,346
Land, Buildings, and Equipment, Net$793,620$793,415▼ $205
Savings and Temporary Cash Investments$38,585$75,435▲ $36,850
Other Notes and Loans Receivable, Net$7,000$3,350▼ $3,650
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$839,205$872,200▲ $32,995
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,769$418▼ $1,351
Total Liabilities$1,769$418▼ $1,351
Net Assets / Fund Balance
Total Net Assets Fund Balance$837,436$871,782▲ $34,346
Total Liabilities and Net Assets / Fund Balance$839,205$872,200▲ $32,995

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$793,384$4,454$797,838
Equipment$31$14,976$15,007
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Vickie SchroederExecutive DirecPT$2,663$2,663

Board Members and Trustees

NameTitle
Mike StatonPresident
Becky LawsonVice President
Alex McgillDirector
Beth JungmeyerDirector
Blake HowardDirector
Brian ScrivnerDirector
Connie WalkerDirector
Jason BlankenshipDirector
Larry KentDirector
David WilsonSecretary
Brandon GarberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$45,775
Program Service Revenue
$375
Investment Income
$22
Other Revenue
$7,042
All Other Contributions
$45,375
Change in Net Assets
$34,346
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,404
Salaries, Compensation, and Employee Benefits$3,464
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance-$6,928-$6,928
Advertising-$2,800-$2,800
Fees for Services Accounting-$2,754-$2,754
Current Officers, Directors, Trustees, and Key Employees-$2,663-$2,663
Occupancy-$658-$658
Other Salaries and Wages-$555-$555
Office Expenses-$359-$359
Payroll Taxes-$246-$246
Depreciation Depletion-$205-$205
Other Expenses-$55-$55
Total Functional Expenses$0$18,868$0$18,868
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$14,878
Fundraising Direct Expenses$8,187
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$14,048$14,048$58$13,990
Total Events$14,048$14,048$7,933$6,115
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
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
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
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

990 reviewed by president before filing.

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

Financial information available on request.

Filing and Contact Details

Filer

EIN
43-1512374
Phone
5737964071

Signing Officer

Name
Mike Staton
Title
President
Signed
2014-09-22
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
6

Preparer

Preparer
Richard E Elliott CPA
Phone
5737963210
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt13
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0348
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13
IRS990/OtherRevenueTotalAmt0351
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0555
IRS990/OtherSalariesAndWagesGrp/TotalAmt0555
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt07000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt03350
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0246
IRS990/PayrollTaxesGrp/TotalAmt0246
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0375
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0375
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt09675
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt031
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt033062
IRS990/PYOtherRevenueAmt017253
IRS990/PYProgramServiceRevenueAmt0500
IRS990/PYRevenuesLessExpensesAmt0-9757
IRS990/PYSalariesCompEmpBnftPaidAmt04154
IRS990/PYTotalExpensesAmt037216
IRS990/PYTotalRevenueAmt027459
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt034346
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0837436
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0871782
IRS990/SavingsAndTempCashInvstGrp/BOYAmt038585
IRS990/SavingsAndTempCashInvstGrp/EOYAmt075435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt045750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt063610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0143380
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt031
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt058
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt083
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0138
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0332
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0351
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0516
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0413
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0672
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02018
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03970
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97090
IRS990ScheduleA/PublicSupportPY170Pct00.96290
IRS990ScheduleA/PublicSupportTotal170Amt0143380
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt045750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019695
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt063610
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0143380
IRS990ScheduleA/TotalSupportAmt0147682
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0793384
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04454
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0797838
IRS990ScheduleD/EquipmentGrp/BookValueAmt031
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014976
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015007
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0793415
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt03500
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt03500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07933
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04125
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04125
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014048
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014048
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014048
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014048
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0WINE, DINE & WIN
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06115
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt058
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt058
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0250
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0250
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 REVIEWED BY PRESIDENT BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FINANCIAL INFORMATION AVAILABLE ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.31$1.31$0.05$0.09$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.35$1.35$0.33$0.17$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.35$0.23$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.07$1.22$0.25$1.47
2021Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.55$0.16$0.39
2018Detailed filing. Detailed filing data is available for this year.$1.45$0.03$1.42$0.18$0.17$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.42$0.01$1.41$0.15$0.17$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.02$1.44$0.18$0.22$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.03$1.48$0.86$8.10$7.24
2014Detailed filing. Detailed filing data is available for this year.$8.72$0.00$8.72$0.53$0.19$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.39$0.02$8.37$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.48$0.00$8.47$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.57$0.03$8.54$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.64$0.02$8.62$0.66$0.40$0.26