Civic Intelligence

Advancing Collective Transformation

990 • Fiscal year 2022 • EIN 46-2832064

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 15, 2023

PO Box 217Santa Barbara, CA 93102

(805) 259-4692

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

74th percentile

24%

Higher net margin than 74% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

87th percentile

$96,179

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

91st percentile

86%

Faster asset growth than 91% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

59th percentile

16%

Faster revenue growth than 59% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Up

$394,651

Up $181,923 (+86%) from 2021

Net Assets

Up

$393,589

Up $182,374 (+86%) from 2021

Liabilities

Down

$1,062

Down $451 (-30%) from 2021

Revenue

Up

$768,050

Up $105,794 (+16%) from 2021

Expenses

Up

$585,676

Up $10,870 (+1.9%) from 2021

Net Income

Up

$182,374

Up $94,924 (+109%) from 2021

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2014: $2,288Liabilities 2014: $8752014Assets 2015: $11,968Liabilities 2015: $02015Assets 2016: $7,361Liabilities 2016: $0Net Assets 2016: $7,3612016Assets 2017: $14,974Liabilities 2017: $0Net Assets 2017: $14,9742017Assets 2018: $20,093Liabilities 2018: $0Net Assets 2018: $20,0932018Assets 2019: $43,520Liabilities 2019: $263Net Assets 2019: $43,2572019Assets 2020: $176,322Liabilities 2020: $52,557Net Assets 2020: $123,7652020Assets 2021: $212,728Liabilities 2021: $1,513Net Assets 2021: $211,2152021Assets 2022: $394,651Liabilities 2022: $1,062Net Assets 2022: $393,5892022Assets 2023: $328,164Liabilities 2023: $3,705Net Assets 2023: $324,4592023Assets 2024: $70,937Liabilities 2024: $1,591Net Assets 2024: $69,3462024

Highlighted filing

2022

Assets$394,651
Liabilities$1,062
Net Assets$393,589

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2014: $105,955Expenses 2014: $105,607Net Income 2014: $3482014Revenue 2015: $153,601Expenses 2015: $143,047Net Income 2015: $10,5542015Revenue 2016: $149,888Expenses 2016: $154,494Net Income 2016: -$4,6062016Revenue 2017: $185,459Expenses 2017: $177,846Net Income 2017: $7,6132017Revenue 2018: $208,705Expenses 2018: $203,586Net Income 2018: $5,1192018Revenue 2019: $343,261Expenses 2019: $320,097Net Income 2019: $23,1642019Revenue 2020: $602,177Expenses 2020: $521,669Net Income 2020: $80,5082020Revenue 2021: $662,256Expenses 2021: $574,806Net Income 2021: $87,4502021Revenue 2022: $768,050Expenses 2022: $585,676Net Income 2022: $182,3742022Revenue 2023: $491,815Expenses 2023: $560,945Net Income 2023: -$69,1302023Revenue 2024: $533,197Expenses 2024: $788,310Net Income 2024: -$255,1132024

Highlighted filing

2022

Revenue$768,050
Expenses$585,676
Net Income$182,374
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 15, 2023
Return Version
2021v4.2
Gross Receipts
$768,050
Mission and Program Overview

Mission

Uffizi Order exists to lovingly engage the marginalized while actively working for the betterment of their physical, spiritual, emotional, and mental needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$158,941$335,429▲ $176,488
Savings and Temporary Cash Investments$47,191$49,015▲ $1,824
Land, Buildings, and Equipment, Net$6,596$10,207▲ $3,611
Total Assets$212,728$394,651▲ $181,923
Liabilities
Other Liabilities$1,070$0▼ $1,070
Accounts Payable and Accrued Expenses$443$1,062▲ $619
Total Liabilities$1,513$1,062▼ $451
Net Assets / Fund Balance
Net Assets With Donor Restrictions$89,966$205,108▲ $115,142
Net Assets Without Donor Restrictions$121,249$188,481▲ $67,232
Total Net Assets Fund Balance$211,215$393,589▲ $182,374
Total Liabilities and Net Assets / Fund Balance$212,728$394,651▲ $181,923

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,207$12,957$23,164
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Richard SanderExecutive DirectorFT$96,179$96,179

Board Members and Trustees

NameTitle
Randy GoetzChairman of the Board
Cynthia Toms PhdBoard Member
Edward Song PhdBoard Member
Joyce BergBoard Member
Julissa GarciaBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$395,416
Program Service Revenue
$372,236
Investment Income
$28
Other Revenue
$370
All Other Contributions
$395,416
Change in Net Assets
$182,374
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$448,029
Other Expenses$137,647
Total Fundraising Expense$80,598
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$282,332$17,006$1,468$300,806
Current Officers, Directors, Trustees, and Key Employees$19,921$19,921$59,763$99,605
Payroll Taxes$22,059$2,318$4,413$28,790
Other Employee Benefits$18,190$577$61$18,828
Occupancy$5,478$2,234$1,824$9,536
Information Technology$1,863$3,897$2,530$8,290
Conferences and Meetings$2,360$2,994$1,587$6,941
Insurance-$5,506-$5,506
Advertising--$5,374$5,374
Office Expenses$1,045$3,257$78$4,380
Depreciation Depletion-$4,117-$4,117
Other Expenses$365$177$3,500$3,677
Fees for Services Other-$1,612-$1,612
Travel$1,148--$1,148
All Other Expenses$305$515-$820
Total Functional Expenses$433,270$71,808$80,598$585,676
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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, Section B, Line 11B

The board is given a draft copy of the 990 to review and approve before the return is e-filed.

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

Parties with a potential conflict of interest must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the board of directors (bod). The remaining bod will then discuss and vote on whether a conflict of interest exists. If the bod determines that an arrangement presents a conflict of interest, the bod will take the following actions: 1. The party with the conflict of interest must leave the bod meeting during the discussion and vote on the arrangement; 2. The bod may appoint a separate committee to investigate and present alternatives to the arrangement. If the board of directors determines that an individual has failed to disclose a conflict of interest, the board will allow them the chance to explain the failure to disclose. If the bod determines that the individual has failed to disclose an actual conflict of interest, it shall take appropriate disciplinary and corrective action.

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Uffizi Order
EIN
46-2832064
Phone
8052594692
Address
PO BOX 217, SANTA BARBARA, CA 93102
Doing Business As
Santa Barbara Alliance for

Signing Officer

Name
Richard Sander
Title
Executive Director
Phone
8059658187
Signed
2023-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Sander
Formed
2013
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
55

Preparer

Firm
Macfarlane Faletti & Co Llp
Address
3757 STATE STREET SUITE 3B, SANTA BARBARA, CA 93105
Preparer
Andrew J Tricerri
Phone
8059664157
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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0372606
IRS990/SavingsAndTempCashInvstGrp/BOYAmt047191
IRS990/SavingsAndTempCashInvstGrp/EOYAmt049015
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0395416
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0352736
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0391139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0329475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0126765
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01595531
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt028
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt067
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0372236
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0255008
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0206294
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt010260
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt081843
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0925641
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt067
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0370
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt054487
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt04731
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt03525
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt097
IRS990ScheduleA/OtherIncome509Grp/TotalAmt063210
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97550
IRS990ScheduleA/PublicSupportPY509Pct00.96740
IRS990ScheduleA/PublicSupportTotal509Amt02521172
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0767652
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0607744
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0597433
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0339735
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0208608
IRS990ScheduleA/Total509Grp/TotalAmt02521172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0768050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0662256
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0602177
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0343261
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0208705
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02584449
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/EquipmentGrp/BookValueAmt010207
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012957
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt023164
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010207
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD IS GIVEN A DRAFT COPY OF THE 990 TO REVIEW AND APPROVE BEFORE THE RETURN IS E-FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PARTIES WITH A POTENTIAL CONFLICT OF INTEREST MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS (BOD). THE REMAINING BOD WILL THEN DISCUSS AND VOTE ON WHETHER A CONFLICT OF INTEREST EXISTS. IF THE BOD DETERMINES THAT AN ARRANGEMENT PRESENTS A CONFLICT OF INTEREST, THE BOD WILL TAKE THE FOLLOWING ACTIONS: 1. THE PARTY WITH THE CONFLICT OF INTEREST MUST LEAVE THE BOD MEETING DURING THE DISCUSSION AND VOTE ON THE ARRANGEMENT; 2. THE BOD MAY APPOINT A SEPARATE COMMITTEE TO INVESTIGATE AND PRESENT ALTERNATIVES TO THE ARRANGEMENT. IF THE BOARD OF DIRECTORS DETERMINES THAT AN INDIVIDUAL HAS FAILED TO DISCLOSE A CONFLICT OF INTEREST, THE BOARD WILL ALLOW THEM THE CHANCE TO EXPLAIN THE FAILURE TO DISCLOSE. IF THE BOD DETERMINES THAT THE INDIVIDUAL HAS FAILED TO DISCLOSE AN ACTUAL CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/TotalAssetsBOYAmt0212728
IRS990/TotalAssetsEOYAmt0394651
IRS990/TotalAssetsGrp/BOYAmt0212728
IRS990/TotalAssetsGrp/EOYAmt0394651
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0395416
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt080598
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt071808
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0433270
IRS990/TotalFunctionalExpensesGrp/TotalAmt0585676
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01513
IRS990/TotalLiabilitiesEOYAmt01062
IRS990/TotalLiabilitiesGrp/BOYAmt01513
IRS990/TotalLiabilitiesGrp/EOYAmt01062
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0211215
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0393589
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0433270
IRS990/TotalProgramServiceRevenueAmt0372236
IRS990/TotalReportableCompFromOrgAmt096179
IRS990/TotalRevenueGrp/ExclusionAmt028
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0372606
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0768050
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt055
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0212728
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0394651
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01148
IRS990/TravelGrp/TotalAmt01148
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 217
IRS990/USAddress/CityNm0SANTA BARBARA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093102
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.SBACT.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD SANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08059658187

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