Civic Intelligence

Grace

990 • Fiscal year 2014 • EIN 46-1849491

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 11, 2014

595 E Colorado Blvd91101

(626) 356-4200

Siviq Scores

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

Liabilities / Assets

89th percentile

0.88x

Higher debt load relative to assets than 89% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

68th percentile

0.28x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

25th percentile

-6.2%

Higher net margin than 25% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

99th percentile

$761,302

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 44.1% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

38th percentile

-0.9%

Faster asset growth than 38% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

92nd percentile

80%

Faster revenue growth than 92% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$547,508

Down $4,768 (-0.9%) from 2013

Net Assets

Down

$63,619

Down $107,821 (-63%) from 2013

Liabilities

Up

$483,889

Up $103,053 (+27%) from 2013

Revenue

Up

$1,725,232

Up $768,468 (+80%) from 2013

Expenses

Up

$1,833,053

Up $1,047,729 (+133%) from 2013

Net Income

Down

-$107,821

Down $279,261 (-163%) from 2013

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2013: $552,276Liabilities 2013: $380,836Net Assets 2013: $171,4402013Assets 2014: $547,508Liabilities 2014: $483,889Net Assets 2014: $63,6192014Assets 2015: $173,130Liabilities 2015: $129,156Net Assets 2015: $43,9742015Assets 2016: $185,579Liabilities 2016: $112,197Net Assets 2016: $73,3822016Assets 2017: $519,325Liabilities 2017: $141,919Net Assets 2017: $377,4062017Assets 2018: $236,376Liabilities 2018: $59,007Net Assets 2018: $177,3692018Assets 2019: $222,165Liabilities 2019: $193,558Net Assets 2019: $28,6072019Assets 2020: $370,307Liabilities 2020: $227,465Net Assets 2020: $142,8422020Assets 2021: $803,098Liabilities 2021: $106,481Net Assets 2021: $696,6172021Assets 2022: $837,227Liabilities 2022: $101,367Net Assets 2022: $735,8602022Assets 2023: $1,937,561Liabilities 2023: $122,009Net Assets 2023: $1,815,5522023Assets 2024: $2,054,354Liabilities 2024: $238,771Net Assets 2024: $1,815,5832024

Highlighted filing

2014

Assets$547,508
Liabilities$483,889
Net Assets$63,619

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $956,764Expenses 2013: $785,324Net Income 2013: $171,4402013Revenue 2014: $1,725,232Expenses 2014: $1,833,053Net Income 2014: -$107,8212014Revenue 2015: $1,707,816Expenses 2015: $1,727,461Net Income 2015: -$19,6452015Revenue 2016: $1,756,478Expenses 2016: $1,727,070Net Income 2016: $29,4082016Revenue 2017: $1,819,511Expenses 2017: $1,515,487Net Income 2017: $304,0242017Revenue 2018: $1,181,541Expenses 2018: $1,381,591Net Income 2018: -$200,0502018Revenue 2019: $946,903Expenses 2019: $1,095,665Net Income 2019: -$148,7622019Revenue 2020: $1,118,200Expenses 2020: $1,003,965Net Income 2020: $114,2352020Revenue 2021: $927,117Expenses 2021: $1,048,342Net Income 2021: -$121,2252021Revenue 2022: $907,419Expenses 2022: $868,176Net Income 2022: $39,2432022Revenue 2023: $2,629,490Expenses 2023: $1,544,298Net Income 2023: $1,085,1922023Revenue 2024: $2,538,764Expenses 2024: $2,541,603Net Income 2024: -$2,8392024

Highlighted filing

2014

Revenue$1,725,232
Expenses$1,833,053
Net Income-$107,821
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 11, 2014
Return Version
2013v3.1
Gross Receipts
$1,725,232
Mission and Program Overview

Mission

Grace strives to address the vital needs of people living in poverty and seeks to make a positive difference in the lives of low-income families and their children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$536,806$538,080▲ $1,274
Prepaid Expenses and Deferred Charges$15,269$0▼ $15,269
Land, Buildings, and Equipment, Net-$9,428-
Accounts Receivable$201$0▼ $201
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$552,276$547,508▼ $4,768
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$380,836$483,889▲ $103,053
Total Liabilities$380,836$483,889▲ $103,053
Net Assets / Fund Balance
Unrestricted Net Assets$171,440$63,619▼ $107,821
Total Net Assets Fund Balance$171,440$63,619▼ $107,821
Total Liabilities and Net Assets / Fund Balance$552,276$547,508▼ $4,768

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,428$1,048$10,476
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Conway CollisPresident & CEOFT$675,060$86,242$761,302
Courtney PowersVP/general CounselFT$223,952$44,032$267,984
Sandra SanchezVP/COOFT$185,403$39,727$225,130
Sr Betty Marie Dunkel DcVice Chair--$67,182$67,182
Sr Chris Maggi DcSec/treasurer--$67,182$67,182

Board Members and Trustees

NameTitle
Sr Marjory Ann Baez DcChairperson
Revenue and Support

Revenue Composition

Contributions and Grants
$1,025,121
Program Service Revenue
$700,111
Investment Income
$0
Other Revenue
$0
All Other Contributions
$75,000
Change in Net Assets
$-107,821
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,281,140
Other Expenses$551,913
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$594,107$66,012-$660,119
Other Salaries and Wages$246,680$275,636-$522,316
Fees for Services Legal$173,432--$173,432
Conferences and Meetings$89,951--$89,951
Payroll Taxes$39,545$14,377-$53,922
Fees for Services Accounting-$33,189-$33,189
Other Employee Benefits$18,373$8,972-$27,345
Occupancy-$22,387-$22,387
Travel$11,253$10,699-$21,952
Fees for Services Lobbying$18,170--$18,170
Pension Plan Contributions$11,257$6,181-$17,438
Information Technology-$11,441-$11,441
Advertising$7,055--$7,055
All Other Expenses$822$3,912-$4,734
Office Expenses-$4,237-$4,237
Other Expenses$17,032$4,228-$4,228
Depreciation Depletion-$1,048-$1,048
Total Functional Expenses$1,370,534$462,519$0$1,833,053
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
Lobbying activity
Yes
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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 form 990 is reviewed at a regular board of directors meeting.

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

Annually each board member, officer, employee and volunteer of the corporation shall complete a disclosure form identifying any relationships, positions or circumstances in which he or she is involved that he or she believes could contribute to a conflict of interest. Any such information regarding the business interests of a board member, officer, employee or volunteer, or a family member thereof, shall be treated as confidential and shall generally be made available only to the board chair, the chief executive officer, and any committee appointed to address conflicts of interest, except to the extent additional disclosure is necessary in connection with the implementation of the policy. Annnual completion of the disclosure form does not excuse persons with conflicts of interest or individuals with potential conflicts of interest from disclosing such facts as soon as they become aware that a conflict of interest or potential conflict of interest exists. Grace's conflict of interest policy must be reviewed annually by each member of the board of directors. Any changes to the policy shall be communicated to all staff and volunteers.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The organization obtains approval by the board or compensation committee.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The organization obtains approval by the board or compensation committee.

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

The organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

EIN
46-1849491
Phone
6263564200

Signing Officer

Name
Conway Collis
Title
President & CEO
Signed
2014-11-11
Discuss with paid preparer
Yes

Organization Details

Formed
2013
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
5

Preparer

Preparer
Kevin R Gilmore CPA
Phone
6504326110
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - ALL EMPLOYEES ARE INCLUDED IN THE EMPLOYMENT TAX RETURNS FOR DAUGHTERS OF CHARITY HEALTH SYSTEMS

Raw XML AppendixShowing 400 of 522 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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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02681996
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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0GRACE DEDICATES AN INSUBSTANTIAL PORTION OF ITS ACTIVITIES ATTEMPTING TO INFLUENCE A LIMITED NUMBER OF LEGISLATIVE EFFORTS IT DEEMS CRITICAL TO CARRYING OUT ITS CORE MISSION.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II-B, Line 1i - Other Activities Description
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Conway Collis
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1COURTNEY POWERS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2SANDRA SANCHEZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VP/GENERAL COUNSEL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2VP/COO
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - ALL EMPLOYEES ARE INCLUDED IN THE EMPLOYMENT TAX RETURNS FOR DAUGHTERS OF CHARITY HEALTH SYSTEMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED AT A REGULAR BOARD OF DIRECTORS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY EACH BOARD MEMBER, OFFICER, EMPLOYEE AND VOLUNTEER OF THE CORPORATION SHALL COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH HE OR SHE IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST. ANY SUCH INFORMATION REGARDING THE BUSINESS INTERESTS OF A BOARD MEMBER, OFFICER, EMPLOYEE OR VOLUNTEER, OR A FAMILY MEMBER THEREOF, SHALL BE TREATED AS CONFIDENTIAL AND SHALL GENERALLY BE MADE AVAILABLE ONLY TO THE BOARD CHAIR, THE CHIEF EXECUTIVE OFFICER, AND ANY COMMITTEE APPOINTED TO ADDRESS CONFLICTS OF INTEREST, EXCEPT TO THE EXTENT ADDITIONAL DISCLOSURE IS NECESSARY IN CONNECTION WITH THE IMPLEMENTATION OF THE POLICY. ANNNUAL COMPLETION OF THE DISCLOSURE FORM DOES NOT EXCUSE PERSONS WITH CONFLICTS OF INTEREST OR INDIVIDUALS WITH POTENTIAL CONFLICTS OF INTEREST FROM DISCLOSING SUCH FACTS AS SOON AS THEY BECOME AWARE THAT A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST EXISTS. GRACE'S CONFLICT OF INTEREST POLICY MUST BE REVIEWED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS. ANY CHANGES TO THE POLICY SHALL BE COMMUNICATED TO ALL STAFF AND VOLUNTEERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION OBTAINS APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION OBTAINS APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10DAUGHTERS OF CHARITY PROVINCE OF WEST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine11DAUGHTERS OF CHARITY MINISTRY SVCS CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10DAUGHTERS OF CHARITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11DAUGHTERS OF CHARITY HEALTH SYSTEM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0770047181

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