Civic Intelligence

Jose Montano Foundation

990 • Fiscal year 2013 • EIN 46-2605698

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

Organization ProfileN/A
1835 Cabrena StSan Diego, CA 92154

(619) 954-6648

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

96th percentile

71%

Higher net margin than 96% of similar nonprofits.

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

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

$14,568

No earlier filing loaded for comparison.

Net Assets

$14,568

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin96th percentile

Revenue

$20,550

No earlier filing loaded for comparison.

Expenses

$5,982

No earlier filing loaded for comparison.

Net Income

$14,568

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2013: $14,568Liabilities 2013: $0Net Assets 2013: $14,5682013Assets 2015: $21,198Liabilities 2015: $0Net Assets 2015: $21,1982015Assets 2019: $1,751Liabilities 2019: $02019Assets 2020: $1,934Liabilities 2020: $02020Assets 2021: $7,444Liabilities 2021: $0Net Assets 2021: $7,4442021

Highlighted filing

2013

Assets$14,568
Liabilities$0
Net Assets$14,568
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10KRevenue 2013: $20,550Expenses 2013: $5,982Net Income 2013: $14,5682013Revenue 2015: $25,994Expenses 2015: $28,877Net Income 2015: -$2,8832015Revenue 2019: $25,891Expenses 2019: $25,333Net Income 2019: $5582019Revenue 2020: $14,801Expenses 2020: $14,618Net Income 2020: $1832020Revenue 2021: $14,223Expenses 2021: $8,035Net Income 2021: $6,1882021

Highlighted filing

2013

Revenue$20,550
Expenses$5,982
Net Income$14,568
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Gross Receipts
$20,550
Mission and Program Overview

Mission

To receive, acquire, hold, manage, administer and expend property and funds for charitable and educational purposes, and to assist and support institutions, organizations, associations, and trusts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$14,568-
Total Assets$0$14,568▲ $14,568
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets-$14,568-
Total Net Assets Fund Balance$0$14,568▲ $14,568
Total Liabilities and Net Assets / Fund Balance$0$14,568▲ $14,568
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Cynthia Smith-oughDirector
Gregory Michael KirkDirector
Jose MontanaDirector
Laura CadyDirector
Lisa TreadwayDirector
Rachelle HippenDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$20,550
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$20,550
Change in Net Assets
$14,568
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,982
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$24-$24
Other Expenses$5,946$12-$12
Total Functional Expenses$5,946$36$0$5,982
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

EIN
46-2605698
Phone
6199546648

Signing Officer

Name
Jose Montana
Title
Director
Phone
6199546648
Signed
2014-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jose Montano
Formed
2013
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Preparer
John R Wilson
Phone
6194628990
Raw XML Appendix235 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,568
Liabilities
$0
Net assets
$14,568
Revenue
$20,550
Expenses
$5,982
Net income
$14,568
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$14.2$8.04$6.19
2020Summary only. Only limited summary data is available for this year.$1.93$0.00$14.8$14.6$0.18
2019Summary only. Only limited summary data is available for this year.$1.75$0.00$25.9$25.3$0.56
2015Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$26.0$28.9$2.88
2013Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$20.6$5.98$14.6
Peer Organizations

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