Civic Intelligence

California Statewide Communities

EIN 45-2385626 • 501(c)4 • Alamo, CA

Profile

The organization's primary mission is to serve or provide investment capital for low-income communities or low-income persons by investing in subsidiary new markets tax credit allocatees that provide loans or financial services to qualified businesses in low-income communities in the organization's service area of california.

3201 Danville Blvd Suite 267Alamo, CA 94507

www.cscda.org

Siviq Scores

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

Liabilities / Assets

69th percentile

0.18x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2025

Net Margin

28th percentile

-1.6%

Higher net margin than 28% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

19th percentile

-5.1%

Faster asset growth than 19% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

73rd percentile

23%

Faster revenue growth than 73% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Assets

Down

$497,227

Down $60,320 (-11%) from 2024

Liabilities

Up

$87,498

Up $12,579 (+17%) from 2024

Net Assets

Down

$409,729

Down $72,899 (-15%) from 2024

Revenue

Up

$4,444,558

Up $2,515,442 (+130%) from 2024

Expenses

Up

$4,517,457

Up $2,686,511 (+147%) from 2024

Net Income

Down

-$72,899

Down $171,069 (-174%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $50,592Liabilities 2014: $0Net Assets 2014: $50,5922014Assets 2015: $200,576Liabilities 2015: $151,860Net Assets 2015: $48,7162015Assets 2016: $199,517Liabilities 2016: $80,838Net Assets 2016: $118,6792016Assets 2017: $384,743Liabilities 2017: $193,971Net Assets 2017: $190,7722017Assets 2018: $133,502Liabilities 2018: $80,215Net Assets 2018: $53,2872018Assets 2019: $118,738Liabilities 2019: $30,861Net Assets 2019: $87,8772019Assets 2020: $242,401Liabilities 2020: $116,875Net Assets 2020: $125,5262020Assets 2021: $336,873Liabilities 2021: $180,175Net Assets 2021: $156,6982021Assets 2022: $349,849Liabilities 2022: $121,868Net Assets 2022: $227,9812022Assets 2023: $552,611Liabilities 2023: $168,153Net Assets 2023: $384,4582023Assets 2024: $557,547Liabilities 2024: $74,919Net Assets 2024: $482,6282024Assets 2025: $497,227Liabilities 2025: $87,498Net Assets 2025: $409,7292025

Highlighted filing

2025

Assets$497,227
Liabilities$87,498
Net Assets$409,729

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $1,909,041Expenses 2014: $1,858,449Net Income 2014: $50,5922014Revenue 2015: $2,234,059Expenses 2015: $2,235,935Net Income 2015: -$1,8762015Revenue 2016: $383,366Expenses 2016: $313,403Net Income 2016: $69,9632016Revenue 2017: $383,731Expenses 2017: $311,638Net Income 2017: $72,0932017Revenue 2018: $4,040,310Expenses 2018: $4,177,795Net Income 2018: -$137,4852018Revenue 2019: $660,755Expenses 2019: $626,165Net Income 2019: $34,5902019Revenue 2020: $658,961Expenses 2020: $621,312Net Income 2020: $37,6492020Revenue 2021: $605,133Expenses 2021: $573,961Net Income 2021: $31,1722021Revenue 2022: $1,993,989Expenses 2022: $1,922,706Net Income 2022: $71,2832022Revenue 2023: $2,926,088Expenses 2023: $2,769,611Net Income 2023: $156,4772023Revenue 2024: $1,929,116Expenses 2024: $1,830,946Net Income 2024: $98,1702024Revenue 2025: $4,444,558Expenses 2025: $4,517,457Net Income 2025: -$72,8992025

Highlighted filing

2025

Revenue$4,444,558
Expenses$4,517,457
Net Income-$72,899

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 24, 2025
Return Version
2024v5.2
Gross Receipts
$4,444,558
Mission and Program Overview

Mission

The organization's primary mission is to serve or provide investment capital for low-income communities or low-income persons by investing in subsidiary new markets tax credit allocatees that provide loans or financial services to qualified businesses in low-income communities in the organization's service area of california.

To serve or provide investment capital for low-income communities or low-income persons by investing in subsidiary new markets tax credit allocatees that provide loans or financial services to qualified businesses in low-income communities in the organizations's service area of california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$498,320$356,373▼ $141,947
Accounts Receivable$43,212$124,125▲ $80,913
Investments Program Related$16,015$16,729▲ $714
Total Assets$557,547$497,227▼ $60,320
Liabilities
Accounts Payable and Accrued Expenses$14,919$87,498▲ $72,579
Other Liabilities$60,000$0▼ $60,000
Deferred Revenue$0$0→ $0
Total Liabilities$74,919$87,498▲ $12,579
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$482,628$409,729▼ $72,899
Total Net Assets Fund Balance$482,628$409,729▼ $72,899
Total Liabilities and Net Assets / Fund Balance$557,547$497,227▼ $60,320
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brian MouraPresident
Lisa BartlettAlternate Trustee
Norman CoppingerAlternate Trustee
Helen Robbins-meyerTrustee
Leonard MotyTrustee
Niroop SrivatsaTrustee
Vito ChiesaTrustee
KEVIN O'ROURKESecretary
Brian StigerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Bridge Strategic Partners LLCNmtc Consulting3201 DANVILLE BLVD SUITE 267, Alamo, CA 94507$1,728,800
Breckenridge Consulting Services INCNmtc Consulting229 BROADWAY EAST SUITE 21, Seattle, WA 98102$1,022,000
California State Association Of CountiesNmtc Consulting1100 K ST SUITE 101, Sacramento, CA 95814$659,600
League Of California CitiesNmtc Consulting1400 K ST SUITE 400, Sacramento, CA 95814$659,600
Broadstreet Impact Services LLCNmtc Bookkeeping Services609 W RANDOLPH ST 2ND FLOOR, Chicago, IL 60661$327,633
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,422,310
Investment Income
$22,248
Other Revenue
$0
Change in Net Assets
$-72,899

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,444,558
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,444,558
Total Revenue per Form 990
$4,444,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,517,457
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$91,450-$91,450
Other Expenses$1,023,020$4,050-$4,050
Total Functional Expenses$4,398,653$118,804$0$4,517,457

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,517,457
Total Expenses per Audited Statements$4,517,457
Total Expenses per Form 990$4,517,457
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
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, Section B, Line 11B

The 990 is reviewed by management and approved by the board of directors. It is delivered electronically or via usps for those who have limited access to email.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public online.

Filing and Contact Details

Filer

Filer Name
California Statewide Communities
EIN
45-2385626
Phone
9254765887
Address
3201 DANVILLE BLVD SUITE 267, ALAMO, CA 94507

Signing Officer

Name
Brian Moura
Title
President
Phone
9166164387
Signed
2025-12-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Moura
Formed
2011
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Novogradac & Company Llp
Address
3025 NORTH WOOSTER AVENUE, DOVER, OH 44622
Preparer
Frank Buss Ii
Phone
3303655400
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The corporation is a not-for-profit organization exempt from income tax under section 501(c)(4) of the internal revenue code and is exempt from similar state and local taxes. The preparation of financial statements in accordance with accounting principles generally accepted in the united states of america requires the organization to report information regarding its exposure to various tax positions taken by the organization. The organization has determined whether any tax positions have met the recognition threshold and has measured the organization's exposure to those tax positions. Management believes that the organization has adequately addressed all relevant tax positions and that there are no unrecorded tax liabilities.

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM SIMILAR STATE AND LOCAL TAXES. THE PREPARATION OF FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE ORGANIZATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE ORGANIZATION. THE ORGANIZATION HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED THE ORGANIZATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY MANAGEMENT AND APPROVED BY THE BOARD OF DIRECTORS. IT IS DELIVERED ELECTRONICALLY OR VIA USPS FOR THOSE WHO HAVE LIMITED ACCESS TO EMAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ONLINE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C
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