Civic Intelligence

Sa2020

990 • Fiscal year 2018 • EIN 45-5409693

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 05, 2019

123 Heiman St Ste 300San Antonio, TX 78205

(210) 704-1025

Siviq Scores

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

Liabilities / Assets

54th percentile

0.05x

Higher debt load relative to assets than 54% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.04x

Higher debt load relative to revenue than 54% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

24th percentile

-7.5%

Higher net margin than 24% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

87th percentile

$96,427

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 20.6% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

15th percentile

-12%

Faster asset growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$437,250

Down $60,335 (-12%) from 2017

Net Assets

Down

$417,281

Down $35,288 (-7.8%) from 2017

Liabilities

Down

$19,969

Down $25,047 (-56%) from 2017

Revenue

Up

$467,827

Up $80,307 (+21%) from 2017

Expenses

Up

$503,115

Up $76,733 (+18%) from 2017

Net Income

Up

-$35,288

Up $3,574 (+9.2%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $346,919Liabilities 2012: $49,253Net Assets 2012: $297,6662012Assets 2013: $643,400Liabilities 2013: $16,429Net Assets 2013: $626,9712013Assets 2014: $310,445Liabilities 2014: $168,497Net Assets 2014: $141,9482014Assets 2015: $164,086Liabilities 2015: $82,276Net Assets 2015: $81,8102015Assets 2017: $497,585Liabilities 2017: $45,016Net Assets 2017: $452,5692017Assets 2018: $437,250Liabilities 2018: $19,969Net Assets 2018: $417,2812018Assets 2019: $444,109Liabilities 2019: $132,064Net Assets 2019: $312,0452019Assets 2020: $477,586Liabilities 2020: $111,503Net Assets 2020: $366,0832020Assets 2021: $337,982Liabilities 2021: $73,378Net Assets 2021: $264,6042021Assets 2022: $386,723Liabilities 2022: $30,797Net Assets 2022: $355,9262022Assets 2023: $299,536Liabilities 2023: $1,810Net Assets 2023: $297,7262023Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$437,250
Liabilities$19,969
Net Assets$417,281

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $889,608Expenses 2012: $591,942Net Income 2012: $297,6662012Revenue 2013: $1,028,087Expenses 2013: $728,898Net Income 2013: $299,1892013Revenue 2014: $724,097Expenses 2014: $1,209,120Net Income 2014: -$485,0232014Revenue 2015: $723,302Expenses 2015: $783,440Net Income 2015: -$60,1382015Revenue 2017: $387,520Expenses 2017: $426,382Net Income 2017: -$38,8622017Revenue 2018: $467,827Expenses 2018: $503,115Net Income 2018: -$35,2882018Revenue 2019: $524,440Expenses 2019: $629,676Net Income 2019: -$105,2362019Revenue 2020: $632,193Expenses 2020: $578,155Net Income 2020: $54,0382020Revenue 2021: $441,387Expenses 2021: $542,866Net Income 2021: -$101,4792021Revenue 2022: $527,312Expenses 2022: $435,990Net Income 2022: $91,3222022Revenue 2023: $383,301Expenses 2023: $441,501Net Income 2023: -$58,2002023Revenue 2024: -$12,402Expenses 2024: $285,324Net Income 2024: -$297,7262024

Highlighted filing

2018

Revenue$467,827
Expenses$503,115
Net Income-$35,288
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 5, 2019
Return Version
2018v3.1
Gross Receipts
$519,474
Mission and Program Overview

Mission

The mission of SA2020 is to drive progress toward a shared Community Vision for San Antonio through research, storytelling, and practice.

The mission of sa2020 is to drive progress toward a shared vision of a thriving san antonio. We report on community indicators, inform and activate the public, and align efforts toward the community's goals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$192,222$325,769▲ $133,547
Land, Buildings, and Equipment, Net$84,434$53,235▼ $31,199
Prepaid Expenses and Deferred Charges$13,806$38,623▲ $24,817
Accounts Receivable$200,000$12,500▼ $187,500
Intangible Assets$2,464$2,464→ $0
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$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-
Inventories for Sale or Use-$0-
Total Assets$497,585$437,250▼ $60,335
Other Assets Total$4,659$4,659→ $0
Liabilities
Accounts Payable and Accrued Expenses$44,769$19,744▼ $25,025
Other Liabilities$247$225▼ $22
Total Liabilities$45,016$19,969▼ $25,047
Net Assets / Fund Balance
Unrestricted Net Assets$51,569$362,281▲ $310,712
Temporarily Rstr Net Assets$401,000$55,000▼ $346,000
Total Net Assets Fund Balance$452,569$417,281▼ $35,288
Total Liabilities and Net Assets / Fund Balance$497,585$437,250▼ $60,335

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$53,235$177,545$230,780
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Molly CoxPresident & CEOFT$92,086$4,341$96,427

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$247,545
Program Service Revenue
$162,364
Investment Income
$33
Other Revenue
$57,885
All Other Contributions
$92,378
Change in Net Assets
$-35,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$328,450
Other Expenses$174,665
Total Fundraising Expense$59,879
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$138,300$21,827$31,018$191,145
Current Officers, Directors, Trustees, and Key Employees$66,628$10,516$14,942$92,086
Depreciation Depletion-$39,223-$39,223
Fees for Services Accounting$10,468$23,010$472$33,950
Payroll Taxes$17,737$2,736$3,891$24,364
Other Employee Benefits$15,456$2,555$2,844$20,855
Occupancy$13,912$2,714$3,570$20,196
Fees for Services Other$2,714$5,968$121$8,803
All Other Expenses$2,727$1,074$1,149$4,950
Insurance-$4,588-$4,588
Office Expenses$1,779$1,292$1,148$4,219
Travel$1,622$1,171-$2,793
Other Expenses$1,293$324$455$1,617
Interest-$1,107-$1,107
Conferences and Meetings-$355-$355
Advertising$152--$152
Total Functional Expenses$324,776$118,460$59,879$503,115
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$108,960
Fundraising Direct Expenses$51,647
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Impact Report Luncheon$104,960$103,960$28,702$75,258
Total Events$104,960$103,960$48,364$55,596
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Liabilities$225
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Line 11B: Form 990 Review Process

The executive committee reviews the 990. Once approved, all members of the governing board are delivered a copy of the 990 prior to final submission.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Each director, principal officer, and member of a committee with governingboard delegated powers shall annually sign a statement which affirms suchperson:a) has received a copy of the conflicts of interest policyb) has read and understands the policyc) has agreed to comply with the policyd) understands the organization is charitable and in order to maintain itsfederal tax exemption it must engage primarily in activities, whichaccomplish one or more of its tax-exempt purposes

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

The governing documents and financial statements are available to the public upon request with molly cox who is currently serving as the president of the organization. The organization email address and phone number are available on the organization website.

Filing and Contact Details

Filer

Filer Name
Sa2020
EIN
45-5409693
Phone
2107041025
Address
123 HEIMAN ST STE 300, SAN ANTONIO, TX 78205

Signing Officer

Name
Molly Cox
Title
President & CEO
Signed
2019-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Molly Cox
Formed
2012
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
14
Employees
5
Volunteers
36

Preparer

Firm
Schriver Carmona & Company Pllc
Address
7550 IH-10 Ste 504, SAN ANTONIO, TX 78229
Preparer
Christopher Carmona CPA
Phone
2106800350
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14President & CEO
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IRS990/MissionDesc0THE MISSION OF SA2020 IS TO DRIVE PROGRESS TOWARD A SHARED VISION OF A THRIVING SAN ANTONIO. WE REPORT ON COMMUNITY INDICATORS, INFORM AND ACTIVATE THE PUBLIC, AND ALIGN EFFORTS TOWARD THE COMMUNITY'S GOALS.
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IRS990/OtherExpensesGrp/Desc0DATA COLLECTION & ANALYSIS
IRS990/OtherExpensesGrp/Desc1PARTNER EVENTS
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IRS990/PayrollTaxesGrp/FundraisingAmt03891
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02736
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt038623
IRS990/PrincipalOfficerNm0MOLLY COX
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0162364
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IRS990/ProgSrvcAccomActy2Grp/Desc0REPORT ON COMMUNITY INDICATORS/ACCOUNTABILITY: SA2020 INDEPENDENTLY AND OBJECTIVELY TRACKS PROGRESS ON ALL OF THE COMMUNITY'S SHARED GOALS. SA2020 TRANSPARENTLY SHARES MULTIPLE COMMUNITY INDICATORS PRIORITIZED BY THE COMMUNITY AS MEASURES OF OUR PROGRESS TOWARD ACHIEVING A COLLECTIVE VISION FOR THE YEAR 2020. WITH TRANSPARENT DATA, WE CAN BETTER SEE WHERE CHALLENGES PERSIST AND WHERE SUCCESSES MIGHT BE REPLICATED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt035810
IRS990/ProgSrvcAccomActy3Grp/Desc0ALIGN EFFORTS TOWARD SHARED GOALS/ALIGNMENT: WITH A GROWING COALITION OF INSTITUTIONS - NONPROFIT, FOUNDATION, PUBLIC, AND PRIVATE - COMMITTED TO ORGANIZATIONAL CHANGE, SA2020 SUPPORTS ORGANIZATIONS AND COALITIONS TO WORK TOWARD OUR SHARED COMMUNITY RESULTS.
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0388541
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherRevenueAmt0-1321
IRS990/PYProgramServiceRevenueAmt0300
IRS990/PYRevenuesLessExpensesAmt0-38862
IRS990/PYSalariesCompEmpBnftPaidAmt0261575
IRS990/PYTotalExpensesAmt0426382
IRS990/PYTotalRevenueAmt0387520
IRS990/QuidProQuoContributionsInd0false
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