Civic Intelligence

Case Action Fund

990 • Fiscal year 2021 • EIN 45-4874128

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileN/A
1021 S 7th AvenuePhoenix, AZ 85007

(213) 452-6565

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.41x

Higher debt load relative to assets than 82% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

69th percentile

0.36x

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

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Net Margin

15th percentile

-10%

Higher net margin than 15% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

61st percentile

$0

Higher top officer pay than 61% of similar nonprofits.

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

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Asset Growth

87th percentile

39%

Faster asset growth than 87% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-21%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$2,783,905

Up $787,470 (+39%) from 2020

Net Assets

Down

$1,647,096

Down $324,019 (-16%) from 2020

Liabilities

Up

$1,136,809

Up $1,111,489 (+4390%) from 2020

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin15th percentile

Revenue

Down

$3,175,489

Down $833,699 (-21%) from 2020

Expenses

Up

$3,499,508

Up $1,304,967 (+59%) from 2020

Net Income

Down

-$324,019

Down $2,138,666 (-118%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$6.0M$4.0M$2.0M$0Assets 2017: $4,721Liabilities 2017: $0Net Assets 2017: $4,7212017Assets 2018: $261,496Liabilities 2018: $0Net Assets 2018: $261,4962018Assets 2019: $156,467Liabilities 2019: $0Net Assets 2019: $156,4672019Assets 2020: $1,996,435Liabilities 2020: $25,320Net Assets 2020: $1,971,1152020Assets 2021: $2,783,905Liabilities 2021: $1,136,809Net Assets 2021: $1,647,0962021Assets 2022: $3,469,267Liabilities 2022: $1,371,466Net Assets 2022: $2,097,8012022Assets 2023: $2,662,127Liabilities 2023: $458,452Net Assets 2023: $2,203,6752023Assets 2024: $5,109,506Liabilities 2024: $2,435,753Net Assets 2024: $2,673,7532024

Highlighted filing

2021

Assets$2,783,905
Liabilities$1,136,809
Net Assets$1,647,096
Open 2021 Filing

Operations Trend

Revenue Growth15th percentile

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

$10M$5.0M$0-$5.0MRevenue 2017: $207,942Expenses 2017: $203,221Net Income 2017: $4,7212017Revenue 2018: $1,395,463Expenses 2018: $1,144,220Net Income 2018: $251,2432018Revenue 2019: $433,000Expenses 2019: $538,029Net Income 2019: -$105,0292019Revenue 2020: $4,009,188Expenses 2020: $2,194,541Net Income 2020: $1,814,6472020Revenue 2021: $3,175,489Expenses 2021: $3,499,508Net Income 2021: -$324,0192021Revenue 2022: $6,826,929Expenses 2022: $5,811,120Net Income 2022: $1,015,8092022Revenue 2023: $3,864,324Expenses 2023: $3,758,450Net Income 2023: $105,8742023Revenue 2024: $9,917,825Expenses 2024: $9,447,747Net Income 2024: $470,0782024

Highlighted filing

2021

Revenue$3,175,489
Expenses$3,499,508
Net Income-$324,019
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$3,175,489
Mission and Program Overview

Mission

Case action fund is a movement of young people and working families committed to achieving economic, social, and immigrant justice in arizona.

Promote economic, social, and immigrants justice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,996,359$1,455,262▼ $541,097
Pledges and Grants Receivable-$1,328,643-
Other Notes and Loans Receivable, Net$76--
Total Assets$1,996,435$2,783,905▲ $787,470
Liabilities
Accounts Payable and Accrued Expenses-$1,136,809-
Other Liabilities$20,320--
Unsecured Notes Loans Payable$5,000--
Total Liabilities$25,320$1,136,809▲ $1,111,489
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$1,081,986-
Net Assets Without Donor Restrictions$1,971,115$565,110▼ $1,406,005
Total Net Assets Fund Balance$1,971,115$1,647,096▼ $324,019
Total Liabilities and Net Assets / Fund Balance$1,996,435$2,783,905▲ $787,470
Compensation and Service Providers
Top Officer Pay61st percentile

Board Members and Trustees

NameTitle
Beatriz TopeteChair
Rachel SulkesDirector
Brendan WalshExecutive Director
David WaidSecretary
Fred YamashitaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,161,307
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$14,182
All Other Contributions
$3,161,307
Change in Net Assets
$-324,019

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,157,488
Revenue Not Reported on Financial Statements
$18,001
Other Revenue Adjustments
$18,001
Total Revenue per Audited Statements
$3,157,488
Total Revenue per Form 990
$3,175,489
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,918,798
Salaries, Compensation, and Employee Benefits$1,580,710
Total Fundraising Expense$151,813
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,224,770$24,995-$1,249,765
Advertising$1,094,438--$1,094,438
Travel$308,726--$308,726
Fees for Services Other$137,038-$137,038$274,076
Payroll Taxes$154,717$29,009$9,670$193,396
Interest$124,854--$124,854
Current Officers, Directors, Trustees, and Key Employees$119,453$2,438-$121,891
Information Technology$45,995$8,624$2,876$57,495
Office Expenses$24,822$4,803$1,551$31,176
Other Employee Benefits$15,345$313-$15,658
Other Expenses$14,473--$14,473
Insurance$10,848$2,034$678$13,560
Total Functional Expenses$3,275,479$72,216$151,813$3,499,508

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,499,508
Total Expenses per Audited Statements$3,499,508
Total Expenses per Form 990$3,499,508
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Payroll Liabilities-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Executive director brendan walsh is related to board secretary rachel sulkes per irs definition of familial relationship.”

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

“Form 990 is sent to the officers for review and approval before it is filed.”

Form 990, Part VI, Section B, Line 12C

“At each board and committee meeting, if there is a discussion of selecting or engaging a vendor or service provider, all in attendance are asked to recuse themselves from the discussion if there could be a perceive conflict. Annually, the organization reviews and discusses the conflict of interest policy and requests that each board member list and acknowledge any known conflicts.”

Form 990, Part VI, Section C, Line 19

“Documents are avaialble upon request”

Filing and Contact Details

Filer

Filer Name
Case Action Fund
EIN
45-4874128
Phone
2134526565
Address
1021 S 7TH AVENUE, PHOENIX, AZ 85007

Signing Officer

Name
Brendan Walsh
Title
Executive Director
Phone
2134526565
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brendan Walsh
Formed
2012
Legal Domicile
Az
Voting Board Members
4
Independent Board Members
4
Employees
172

Preparer

Firm
Alta CPA Group
Address
59 Franklin St 2nd Floor, Annapolis, MD 21401
Preparer
Jeffrey Griffith
Phone
4103495101
Supplemental Narrative

Additional Explanations

Form 990, Part X, Line 7-10

“The organization is in a common paymaster relationship with another organization, central arizonans for a sustainable economy, due to the corganization, central arizonans for a sustainable economy, due to the organization, central arizonans for a sustainable economy, due to the documents on a quarterly and annual basis as needed including making required tax deposits. Per irs regulations, the salaries, wages, benefits, and taxes attributable to our organization are reported on part ix, lines 7-10. These amounts are excluded from the other organization during their filing.”

Financial Statement Notes

X 2

“Central arizonans action fund for a sustainable economy is exempt from income taxes under internal revenue code 501c4. In addition, the organization qualified for the charitable contribution deduction under section 170b1a and has been classified as an organization that is not a private foundation under section 509a1. The organizations informational return filings are subject to audit by the internal revenue service, generally for three years after filing.”

XI 4D

“CASH/ACCRUAL 18,001”

Raw XML Appendix347 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CENTRAL ARIZONANS ACTION FUND FOR A SUSTAINABLE ECONOMY IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE 501C4. IN ADDITION, THE ORGANIZATION QUALIFIED FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170B1A AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509A1. THE ORGANIZATIONS INFORMATIONAL RETURN FILINGS ARE SUBJECT TO AUDIT BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER FILING.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE DIRECTOR BRENDAN WALSH IS RELATED TO BOARD SECRETARY RACHEL SULKES PER IRS DEFINITION OF FAMILIAL RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS SENT TO THE OFFICERS FOR REVIEW AND APPROVAL BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THE DISCUSSION IF THERE COULD BE A PERCEIVE CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAIALBLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION IS IN A COMMON PAYMASTER RELATIONSHIP WITH ANOTHER ORGANIZATION, CENTRAL ARIZONANS FOR A SUSTAINABLE ECONOMY, DUE TO THE CORGANIZATION, CENTRAL ARIZONANS FOR A SUSTAINABLE ECONOMY, DUE TO THE ORGANIZATION, CENTRAL ARIZONANS FOR A SUSTAINABLE ECONOMY, DUE TO THE DOCUMENTS ON A QUARTERLY AND ANNUAL BASIS AS NEEDED INCLUDING MAKING REQUIRED TAX DEPOSITS. PER IRS REGULATIONS, THE SALARIES, WAGES, BENEFITS, AND TAXES ATTRIBUTABLE TO OUR ORGANIZATION ARE REPORTED ON PART IX, LINES 7-10. THESE AMOUNTS ARE EXCLUDED FROM THE OTHER ORGANIZATION DURING THEIR FILING.
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,783,905
Liabilities
$1,136,809
Net assets
$1,647,096
Revenue
$3,175,489
Expenses
$3,499,508
Net income
-$324,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.11$2.44$2.67$9.92$9.45$0.47
2023Detailed filing. Detailed filing data is available for this year.$2.66$0.46$2.20$3.86$3.76$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.47$1.37$2.10$6.83$5.81$1.02
2021Detailed filing. Detailed filing data is available for this year.$2.78$1.14$1.65$3.18$3.50$0.32
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.03$1.97$4.01$2.19$1.81
2019Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.43$0.54$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.40$1.14$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.21$0.20$0.00