Civic Intelligence

The Diatribe Foundation

990 • Fiscal year 2020 • EIN 46-2431517

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 11, 2021

776 Haight StSan Francisco, CA 94117

(415) 518-5898

Siviq Scores

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

Liabilities / Assets

55th percentile

0.13x

Higher debt load relative to assets than 55% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

44th percentile

0.10x

Higher debt load relative to revenue than 44% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

87th percentile

$169,993

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

87th percentile

55%

Faster asset growth than 87% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

69th percentile

14%

Faster revenue growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$2,883,260

Up $1,029,000 (+55%) from 2019

Net Assets

Up

$2,499,669

Up $1,114,389 (+80%) from 2019

Liabilities

Down

$383,591

Down $85,389 (-18%) from 2019

Revenue

Up

$3,660,439

Up $439,154 (+14%) from 2019

Expenses

Up

$2,546,051

Up $172,044 (+7.2%) from 2019

Net Income

Up

$1,114,388

Up $267,110 (+32%) from 2019

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $47,327Liabilities 2013: $9,6802013Assets 2014: $171,848Liabilities 2014: $39,895Net Assets 2014: $131,9532014Assets 2015: $276,838Liabilities 2015: $4,971Net Assets 2015: $271,8672015Assets 2016: $381,947Liabilities 2016: $1,625Net Assets 2016: $380,3222016Assets 2017: $446,233Liabilities 2017: $13,088Net Assets 2017: $433,1452017Assets 2018: $1,110,891Liabilities 2018: $14,681Net Assets 2018: $1,096,2102018Assets 2019: $1,854,260Liabilities 2019: $468,980Net Assets 2019: $1,385,2802019Assets 2020: $2,883,260Liabilities 2020: $383,591Net Assets 2020: $2,499,6692020Assets 2021: $3,268,798Liabilities 2021: $378,005Net Assets 2021: $2,890,7932021Assets 2022: $3,443,627Liabilities 2022: $283,653Net Assets 2022: $3,159,9742022Assets 2023: $2,992,975Liabilities 2023: $331,809Net Assets 2023: $2,661,1662023Assets 2024: $2,416,723Liabilities 2024: $264,636Net Assets 2024: $2,152,0872024

Highlighted filing

2020

Assets$2,883,260
Liabilities$383,591
Net Assets$2,499,669

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $92,772Expenses 2013: $55,125Net Income 2013: $37,6472013Revenue 2014: $385,597Expenses 2014: $291,291Net Income 2014: $94,3062014Revenue 2015: $645,469Expenses 2015: $505,555Net Income 2015: $139,9142015Revenue 2016: $995,726Expenses 2016: $887,271Net Income 2016: $108,4552016Revenue 2017: $1,632,410Expenses 2017: $1,579,587Net Income 2017: $52,8232017Revenue 2018: $2,735,087Expenses 2018: $2,072,022Net Income 2018: $663,0652018Revenue 2019: $3,221,285Expenses 2019: $2,374,007Net Income 2019: $847,2782019Revenue 2020: $3,660,439Expenses 2020: $2,546,051Net Income 2020: $1,114,3882020Revenue 2021: $3,819,118Expenses 2021: $3,427,994Net Income 2021: $391,1242021Revenue 2022: $4,258,882Expenses 2022: $3,989,701Net Income 2022: $269,1812022Revenue 2023: $3,964,606Expenses 2023: $4,463,414Net Income 2023: -$498,8082023Revenue 2024: $3,878,251Expenses 2024: $4,386,519Net Income 2024: -$508,2682024

Highlighted filing

2020

Revenue$3,660,439
Expenses$2,546,051
Net Income$1,114,388
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 11, 2021
Return Version
2020v4.1
Gross Receipts
$3,660,439
Mission and Program Overview

Mission

Our mission is to improve the lives of people with diabetes, pre diabetes, and their loved ones.

The mission of the diaTribe Foundation is to improve the lives of people affected by diabetes and pre-diabetes, and to advocate for action.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,035,657$2,092,266▲ $1,056,609
Pledges and Grants Receivable$812,103$755,584▼ $56,519
Prepaid Expenses and Deferred Charges-$28,910-
Total Assets$1,854,260$2,883,260▲ $1,029,000
Other Assets Total$6,500$6,500→ $0
Liabilities
Deferred Revenue$410,000$345,000▼ $65,000
Accounts Payable and Accrued Expenses$58,980$38,591▼ $20,389
Total Liabilities$468,980$383,591▼ $85,389
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,385,280$2,226,038▲ $840,758
Net Assets With Donor Restrictions-$273,631-
Total Net Assets Fund Balance$1,385,280$2,499,669▲ $1,114,389
Total Liabilities and Net Assets / Fund Balance$1,854,260$2,883,260▲ $1,029,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jim CarrollCOO/CFOFT$169,993$169,993

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$3,591,017
Program Service Revenue
$69,422
Investment Income
$0
Other Revenue
$0
All Other Contributions
$3,403,517
Change in Net Assets
$1,114,388

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,660,439
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,660,439
Total Revenue per Form 990
$3,660,439
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,325,040
Other Expenses$1,221,011
Total Fundraising Expense$177,406
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,033,624$115,949$87,454$1,237,027
All Other Expenses$181,036$20,746$25,175$226,957
Other Expenses$78,630$8,735$6,429$93,794
Payroll Taxes$73,756$8,212$6,045$88,013
Occupancy$67,326$7,496$5,518$80,340
Office Expenses$39,498$4,140$3,047$46,685
Information Technology$29,517$3,205$2,359$35,081
Travel$27,671$3,073$2,262$33,006
Insurance$6,741$750$553$8,044
Conferences and Meetings$4,922$548$403$5,873
Total Functional Expenses$2,144,151$224,494$177,406$2,546,051

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,546,050
Total Expenses per Audited Statements$2,546,050
Total Expenses per Form 990$2,546,050
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board Member is a ShareholderServices ProvidedNo$60,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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, Section A, line 2

Line 2 explanation - John and Kelly Close are Husband and Wife

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

Line 11b Explanation - The form 990 is reviewed by Board of Directors.

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

Every year each director and the President review the Conflict of Interest Policy, and state their receipt, understanding, and agreement to comply with it. If there is a potential conflict of interest, the person facing it should report it to the board, for the board to review and take any appropriate action.

Form 990, Part VI, Section B, line 15

Determination of compensation for officers, directors, management and key employees includes a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision.

Form 990, Part VI, Section C, line 19

The organization governing documents, conflict of interest policy and financial statements are made available upon request.

Filing and Contact Details

Filer

Filer Name
The diaTribe Foundation
EIN
46-2431517
Phone
4155185898
Address
776 Haight St, San Francisco, CA 94117

Signing Officer

Name
Jim Carroll
Title
COO/CFO
Phone
4155185898
Signed
2021-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Carroll
Formed
2013
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
14
Volunteers
0

Preparer

Firm
Cambaliza McGee LLP
Address
1601 Dove St Suite 294, Newport Beach, CA 92660
Preparer
Lino D Cambaliza
Phone
9494848288
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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/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02692515
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01631620
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0995716
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012174257
IRS990ScheduleA/TotalSupportAmt012175096
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02546050
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03660439
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02546050
IRS990ScheduleD/TotalRevenuePerForm990Amt03660439
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03660439
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02546050
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0169993
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Jim Carroll
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0COO/CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0169993
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0Q&A Market Research
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Board Member is a Shareholder
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt060000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Services Provided
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 2 explanation - John and Kelly Close are Husband and Wife
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Line 11b Explanation - The form 990 is reviewed by Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Every year each director and the President review the Conflict of Interest Policy, and state their receipt, understanding, and agreement to comply with it. If there is a potential conflict of interest, the person facing it should report it to the board, for the board to review and take any appropriate action.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Determination of compensation for officers, directors, management and key employees includes a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization governing documents, conflict of interest policy and financial statements are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01854260
IRS990/TotalAssetsEOYAmt02883260
IRS990/TotalAssetsGrp/BOYAmt01854260
IRS990/TotalAssetsGrp/EOYAmt02883260
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt03591017
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0177406
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0224494
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02144151
IRS990/TotalFunctionalExpensesGrp/TotalAmt02546051
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0468980
IRS990/TotalLiabilitiesEOYAmt0383591
IRS990/TotalLiabilitiesGrp/BOYAmt0468980
IRS990/TotalLiabilitiesGrp/EOYAmt0383591
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01385280
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02499669
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02144151
IRS990/TotalProgramServiceRevenueAmt069422
IRS990/TotalReportableCompFromOrgAmt0169993
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt069422
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03660439
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01854260
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02883260
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt02262
IRS990/TravelGrp/ManagementAndGeneralAmt03073
IRS990/TravelGrp/ProgramServicesAmt027671
IRS990/TravelGrp/TotalAmt033006
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0216 Hartford
IRS990/USAddress/CityNm0San Francisco
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094114
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.diaTribe.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.42$0.26$2.15$3.88$4.39$0.51
2023Summary only. Only limited summary data is available for this year.$2.99$0.33$2.66$3.96$4.46$0.50
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$0.28$3.16$4.26$3.99$0.27
2021Detailed filing. Detailed filing data is available for this year.$3.27$0.38$2.89$3.82$3.43$0.39
2020Detailed filing. Detailed filing data is available for this year.$2.88$0.38$2.50$3.66$2.55$1.11
2019Detailed filing. Detailed filing data is available for this year.$1.85$0.47$1.39$3.22$2.37$0.85
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.01$1.10$2.74$2.07$0.66
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.01$0.43$1.63$1.58$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$1.00$0.89$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.27$0.65$0.51$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.04$0.13$0.39$0.29$0.09
2013Summary only. Only limited summary data is available for this year.$0.05$0.01$0.09$0.06$0.04