Civic Intelligence

Invest Ahead Fka Thirty Percent Coalition

990EZ • Fiscal year 2018 • EIN 45-5231165

May 01, 2017 to Apr 30, 2018 • Filed on Jun 21, 2018

1231 Highland AveFort Washington, PA 19034

(561) 789-6022

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

61st percentile

8.6%

Higher net margin than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

99th percentile

$126,000

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 75.8% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

76th percentile

26%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$78,972

Up $16,212 (+26%) from 2017

Net Assets

Up

$77,122

Up $14,362 (+23%) from 2017

Liabilities

$1,850

No earlier filing loaded for comparison.

Revenue

Up

$166,136

Up $20,435 (+14%) from 2017

Expenses

Up

$151,774

Up $38,223 (+34%) from 2017

Net Income

Down

$14,362

Down $17,788 (-55%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2013: $6,822Net 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

2018

Assets$78,972
Liabilities$1,850
Net Assets$77,122

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

2018

Revenue$166,136
Expenses$151,774
Net Income$14,362
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Jun 21, 2018
Return Version
2017v2.3
Gross Receipts
$166,136
Mission and Program Overview

Mission

Enhance corporate governance through a focus onboard composition.

Organization's primary exempt purpose is to enhance corporate governance by increasing gender diversity of corporate boards through education, information and influence

Program Services

DescriptionGrantsExpenses
SEE ATTACHMENT SCHEDULE O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLOTTE LAURENTOTTOMANEExecutive DirectorFT$126,000-$126,000
RHONDA MIMSPresidentPT$0--
PATSY DOERRVica President-$0--
SUSAN BAKERDirector-$0--
ELISSA SANGSTERTreasurerPT$0--
MEREDITH MILLERDirector-$0--
JENNIFER PEETDirector-$0--
SOLANGE CHARASDirector-$0--
NILA BETOFDirector-$0--
AMANDA PACKELDirector-$0--
EMILY CULPDirector-$0--
PATSY DOERRVice President-$0--
JULIE KANAKSecretary-$0--
ANNE SHEEHANDirector-$0--
HOLLY MCMULLANDirector-$0--
LISA HAYLESDirector-$0--
ESTHER AGUILARDirector-$0--
Filing and Contact Details

Filer

Filer Name
Thirty Percent Coalition
EIN
45-5231165
Phone
5617896022
Address
1231 HIGHLAND AVE, FORT WASHINGTON, PA 19034

Signing Officer

Name
Charlotte Laurent-ottoman
Title
Exec Director
Phone
5617896022
Signed
2018-06-21
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
4400 N FEDERAL HWY STE 160, BOCA RATON, FL 33431
Preparer
Rosemary Chenery
Phone
5617505042
Supplemental Narrative

Additional Explanations

990 Part III Line 28 Program Service Accomplishments

The Thirty Percent Coalition is a unique and groundbreaking national organization committed to the goal of women, including women of color, holding 30 percent of board seats across public companies. Founded in late 2011 to enhance corporate governance by increasing the gender diversity of corporate boards through education, information and influence, the Coalition includes corporations, institutional and private equity investors, government officials, and national women's organizations. The work of the Coalition is on the demand side of board diversity, influencing corporations to strengthen their efforts to increase the number of women on their boards. There is no other organization of this kind in the United States.

Part III Line 28 Program Service Accomplishments Continued

Membership continues to grow by approximately 30 percent per year and now totals more than 90 members. The educational efforts of the Coalition reached a broad audience during 2017 and 2018 through participation in gender diversity and corporate governance conferences in California, Illinois, Washington DC, and New York, numerous media interviews regarding the work of the Coalition, two special meetings where Coalition members shared information from their different perspectives and initiatives, and a broad use of social media.

Part III Line 28 Program Service Accomplishments Continued

The Thirty Percent Coalition continues to work through its principal membership groups to execute on strategies. The Institutional Investors in the Coalition, now representing more than 3.2 trillion dollars in assets under management, AUM, continue to make significant inroads. They just completed a successful proxy season with over 35 shareholder resolutions filed, with 26 withdrawn as a result of collaborative agreements. Since the inception of the Adopt a Company Campaign in 2012, there are now MORE THAN 200 public companies who have appointed a women to their boards, most for the first time and in many instances, a woman of color.

Part III Line 28 Program Service Accomplishments Continued

The Corporate Leaders have continued to grow the membership of Champions of Change, an independent group of corporate leaders, supported by the Coalition, who have the credibility and access to influence their peers in boardrooms that lack gender diversity. Starting with seven original members, it now has close to 40 members. The committee CONTINUES TO WORK WITH A GROUP OF Chief DIVERSITY Officers to explore ways in which they can contribute to increased board diversity.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Thirty Percent Coalition is a unique and groundbreaking national organization committed to the goal of women, including women of color, holding 30 percent of board seats across public companies. Founded in late 2011 to enhance corporate governance by increasing the gender diversity of corporate boards through education, information and influence, the Coalition includes corporations, institutional and private equity investors, government officials, and national women's organizations. The work of the Coalition is on the demand side of board diversity, influencing corporations to strengthen their efforts to increase the number of women on their boards. There is no other organization of this kind in the United States.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Membership continues to grow by approximately 30 percent per year and now totals more than 90 members. The educational efforts of the Coalition reached a broad audience during 2017 and 2018 through participation in gender diversity and corporate governance conferences in California, Illinois, Washington DC, and New York, numerous media interviews regarding the work of the Coalition, two special meetings where Coalition members shared information from their different perspectives and initiatives, and a broad use of social media.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Thirty Percent Coalition continues to work through its principal membership groups to execute on strategies. The Institutional Investors in the Coalition, now representing more than 3.2 trillion dollars in assets under management, AUM, continue to make significant inroads. They just completed a successful proxy season with over 35 shareholder resolutions filed, with 26 withdrawn as a result of collaborative agreements. Since the inception of the Adopt a Company Campaign in 2012, there are now MORE THAN 200 public companies who have appointed a women to their boards, most for the first time and in many instances, a woman of color.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Corporate Leaders have continued to grow the membership of Champions of Change, an independent group of corporate leaders, supported by the Coalition, who have the credibility and access to influence their peers in boardrooms that lack gender diversity. Starting with seven original members, it now has close to 40 members. The committee CONTINUES TO WORK WITH A GROUP OF Chief DIVERSITY Officers to explore ways in which they can contribute to increased board diversity.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990 PART III LINE 28 PROGRAM SERVICE ACCOMPLISHMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III LINE 28 PROGRAM SERVICE ACCOMPLISHMENTS CONTINUED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART III LINE 28 PROGRAM SERVICE ACCOMPLISHMENTS CONTINUED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART III LINE 28 PROGRAM SERVICE ACCOMPLISHMENTS CONTINUED
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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits