Civic Intelligence

Invest Ahead Fka Thirty Percent Coalition

990EZ • Fiscal year 2013 • EIN 45-5231165

May 01, 2012 to Apr 30, 2013 • Filed on Sep 05, 2013

1231 Highland AvenueBrooklyn, NY 19034
Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

63rd percentile

8.9%

Higher net margin than 63% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

Score unavailable

No value available

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

Source year 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

$6,822

No earlier filing loaded for comparison.

Net Assets

$6,822

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$76,720

No earlier filing loaded for comparison.

Expenses

$69,898

No earlier filing loaded for comparison.

Net Income

$6,822

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.

$600K$400K$200K$0Assets 2013: $6,822Liabilities 2013: $0Net Assets 2013: $6,8222013Assets 2016: $30,610Net Assets 2016: $30,6102016Assets 2017: $62,760Net Assets 2017: $62,7602017Assets 2018: $78,972Liabilities 2018: $1,850Net Assets 2018: $77,1222018Assets 2019: $204,795Liabilities 2019: $1,523Net Assets 2019: $203,2722019Assets 2020: $216,095Liabilities 2020: $1,450Net Assets 2020: $214,6452020Assets 2021: $335,401Liabilities 2021: $0Net Assets 2021: $335,4012021Assets 2022: $469,534Liabilities 2022: $0Net Assets 2022: $469,5342022Assets 2023: $507,300Liabilities 2023: $0Net Assets 2023: $507,3002023Assets 2024: $550,446Liabilities 2024: $9,503Net Assets 2024: $540,9432024

Highlighted filing

2013

Assets$6,822
Liabilities$0
Net Assets$6,822

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2013: $76,720Expenses 2013: $69,898Net Income 2013: $6,8222013Revenue 2016: $104,900Expenses 2016: $101,838Net Income 2016: $3,0622016Revenue 2017: $145,701Expenses 2017: $113,551Net Income 2017: $32,1502017Revenue 2018: $166,136Expenses 2018: $151,774Net Income 2018: $14,3622018Revenue 2019: $336,460Expenses 2019: $210,310Net Income 2019: $126,1502019Revenue 2020: $257,250Expenses 2020: $245,877Net Income 2020: $11,3732020Revenue 2021: $318,640Expenses 2021: $196,834Net Income 2021: $121,8062021Revenue 2022: $373,150Expenses 2022: $244,017Net Income 2022: $129,1332022Revenue 2023: $216,506Expenses 2023: $178,740Net Income 2023: $37,7662023Revenue 2024: $349,436Expenses 2024: $353,829Net Income 2024: -$4,3932024

Highlighted filing

2013

Revenue$76,720
Expenses$69,898
Net Income$6,822
Jump To
Filing Snapshot
Filing Period
May 1, 2012 to Apr 30, 2013
Signed
Sep 5, 2013
Return Version
2012v2.0
Mission and Program Overview

Mission

Enhance corporate governance through a focus onboard composition.

Filing and Contact Details

Filer

EIN
45-5231165
Raw XML Appendix242 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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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1TONI G WOLFMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2NINA GIDWANEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3CHARLOTTE LAURENT-OTTOMANE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4LINDA BASCH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5LINDA K BOLLIGER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6SUSAN BULKELEY BUTLER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7KATHY HANNAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8JANICE HESTER-AMEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9ELLE KAPLAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10SARAH MEYERROSE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName11KATHLEEN MCQUIGGAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName12JUDITH VON SELDENECK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName13JACKI ZEHNER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
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IRS990ScheduleO/GeneralExplanation/Explanation0Organization's Primary Exempt Purpose
IRS990ScheduleO/GeneralExplanation/Explanation1Enhance corporate governance by increasing gender diversity
IRS990ScheduleO/GeneralExplanation/Explanation2of corporate boards through education, information, and
IRS990ScheduleO/GeneralExplanation/Explanation3influence.
IRS990ScheduleO/GeneralExplanation/Explanation4Statement of Program Accomplishments
IRS990ScheduleO/GeneralExplanation/Explanation5In its first year of operation, 2012, The Thirty Percent
IRS990ScheduleO/GeneralExplanation/Explanation6Coalition brought together for the first time a broad
IRS990ScheduleO/GeneralExplanation/Explanation7coalition of governance experts, corporate executives,
IRS990ScheduleO/GeneralExplanation/Explanation8representatives of national women's organizations, and
IRS990ScheduleO/GeneralExplanation/Explanation9institutional investors to exchange information on
IRS990ScheduleO/GeneralExplanation/Explanation10current research and collaborate on initiatives. It
IRS990ScheduleO/GeneralExplanation/Explanation11established itself as a credible source/resource for
IRS990ScheduleO/GeneralExplanation/Explanation12information on the importance of including women on
IRS990ScheduleO/GeneralExplanation/Explanation13corporate boards. It also got the attention of a wide
IRS990ScheduleO/GeneralExplanation/Explanation14range of public companies.
IRS990ScheduleO/GeneralExplanation/Explanation15From an initial 27 people who met late in 2011 to form the
IRS990ScheduleO/GeneralExplanation/Explanation16Coalition, the organization more than doubled to 59
IRS990ScheduleO/GeneralExplanation/Explanation17members by the end of 2012, as it continued to attract
IRS990ScheduleO/GeneralExplanation/Explanation18a diverse group of organizations and individuals who
IRS990ScheduleO/GeneralExplanation/Explanation19believe that working together they can leverage their
IRS990ScheduleO/GeneralExplanation/Explanation20power to accelerate change in corporate boardrooms.
IRS990ScheduleO/GeneralExplanation/Explanation21The Coalition strives to educate through following,
IRS990ScheduleO/GeneralExplanation/Explanation22encouraging, and publicizing research on the number of
IRS990ScheduleO/GeneralExplanation/Explanation23women represented in the corporate boardroom along with
IRS990ScheduleO/GeneralExplanation/Explanation24other data that supports the business case for gender
IRS990ScheduleO/GeneralExplanation/Explanation25BANK SERVICE CHARGES 36. INSURANCE 583. OFFICE SUPPLIES 337. CORPORATE FILING FEES 850. TRAVEL 1462. WEB HOSTING 148.
IRS990ScheduleO/GeneralExplanation/Explanation26diversity. Members exchange information and articles
IRS990ScheduleO/GeneralExplanation/Explanation27by email and the organization calls attention to
IRS990ScheduleO/GeneralExplanation/Explanation28important research, relevant events, corporate
IRS990ScheduleO/GeneralExplanation/Explanation29governance issues, etc., in its website and social media
IRS990ScheduleO/GeneralExplanation/Explanation30sites.
IRS990ScheduleO/GeneralExplanation/Explanation31An executive director facilitates the work of several
IRS990ScheduleO/GeneralExplanation/Explanation32member committees and acts as spokesperson for the
IRS990ScheduleO/GeneralExplanation/Explanation33Coalition. She has been interviewed/consulted by a
IRS990ScheduleO/GeneralExplanation/Explanation34variety of media representatives including The Glass
IRS990ScheduleO/GeneralExplanation/Explanation35Hammer on different occasions, and The New York Times.
IRS990ScheduleO/GeneralExplanation/Explanation36She has also spoken on a number of panels and conferences
IRS990ScheduleO/GeneralExplanation/Explanation37in different areas of the country throughout the year,
IRS990ScheduleO/GeneralExplanation/Explanation38including a major national conference in Oregon, a major
IRS990ScheduleO/GeneralExplanation/Explanation39Wall Street event entitled " Moving the Needle" and an
IRS990ScheduleO/GeneralExplanation/Explanation40international conference in Washington.
IRS990ScheduleO/GeneralExplanation/Explanation41She also proactively seeks out conversation with corporate
IRS990ScheduleO/GeneralExplanation/Explanation42leaders and diversity officers to encourage them to be
IRS990ScheduleO/GeneralExplanation/Explanation43more active in supporting board gender diversity or
IRS990ScheduleO/GeneralExplanation/Explanation44encourage the company to consider the value of gender
IRS990ScheduleO/GeneralExplanation/Explanation45diversity, both in their executive leadership positions
IRS990ScheduleO/GeneralExplanation/Explanation46as well as the boardroom. During 2012, she had email
IRS990ScheduleO/GeneralExplanation/Explanation47contact with approximately 50 leaders and held
IRS990ScheduleO/GeneralExplanation/Explanation48conversations with 35 of these senior level leaders from
IRS990ScheduleO/GeneralExplanation/Explanation4935 different companies. Five joined the Coalition as a
IRS990ScheduleO/GeneralExplanation/Explanation50result, and several other memberships were under
IRS990ScheduleO/GeneralExplanation/Explanation51consideration at the beginning of 2013.
IRS990ScheduleO/GeneralExplanation/Explanation52The Coalition's Institutional Investor Committee has
IRS990ScheduleO/GeneralExplanation/Explanation53brought together for the first time institutional investors
IRS990ScheduleO/GeneralExplanation/Explanation54such as socially responsible investment firms, public
IRS990ScheduleO/GeneralExplanation/Explanation55employee retirement funds and state treasurers, along with
IRS990ScheduleO/GeneralExplanation/Explanation56representatives of national women's organizations. Their
IRS990ScheduleO/GeneralExplanation/Explanation57first joint effort was to send letters to 41 companies
IRS990ScheduleO/GeneralExplanation/Explanation58in the S&P 500 index who had no women on their board of
IRS990ScheduleO/GeneralExplanation/Explanation59directors. These letters stated the business case for
IRS990ScheduleO/GeneralExplanation/Explanation60diversity and cited research supporting the need to
IRS990ScheduleO/GeneralExplanation/Explanation61diversify their boards. The letters, signed by investors
IRS990ScheduleO/GeneralExplanation/Explanation62representing $1.2 trillion in assets under management and
IRS990ScheduleO/GeneralExplanation/Explanation63by almost 75 people, requested dialogue with the companies
IRS990ScheduleO/GeneralExplanation/Explanation64and offered assistance. Follow-up letters were sent to the
IRS990ScheduleO/GeneralExplanation/Explanation6525 companies in the S&P 500 which did not respond.
IRS990ScheduleO/GeneralExplanation/Explanation66Coalition members began engaging in a dialogue with these
IRS990ScheduleO/GeneralExplanation/Explanation67companies which continued into 2013.
IRS990ScheduleO/GeneralExplanation/Explanation68As 2012 came to a close, a small committee was planning a
IRS990ScheduleO/GeneralExplanation/Explanation69member's Summit to be held in New York in early February
IRS990ScheduleO/GeneralExplanation/Explanation70where the members would exchange information on the best
IRS990ScheduleO/GeneralExplanation/Explanation71strategies for produciong change and hear from a panel of
IRS990ScheduleO/GeneralExplanation/Explanation72state treasurers and the treasurer of the United States.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0455231165
ReturnHeader/Filer/Name/BusinessNameLine10THIRTY PERCENT COALITION
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ReturnHeader/Filer/USAddress/ZIPCode019034
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-09-05
ReturnHeader/Officer/Name0CHARLOTTE LAURENT-OTTOMANE
ReturnHeader/Officer/Phone05613954581
ReturnHeader/Officer/Title0EXECUTIVE DIRECTOR
ReturnHeader/Preparer/DatePrepared02013-09-11
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PIGNATO & UNDERWOOD CPA PA
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0DELRAY BEACH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode033483
ReturnHeader/Preparer/Name0MARY ALICE UNDERWOOD
ReturnHeader/Preparer/Phone05612763821
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-05-01
ReturnHeader/TaxPeriodEndDate02013-04-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-09-11T12:05:39-07:00

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits