Civic Intelligence

Bay Area Integral

990EZ • Fiscal year 2019 • EIN 46-3005777

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 30, 2020

8 Wild Oak DriveNovato, CA 94949

(415) 302-7671

Siviq Scores

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

Liabilities / Assets

78th percentile

0.10x

Higher debt load relative to assets than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

68th percentile

0.01x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

91st percentile

$45,501

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 27.5% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

$25,747

No earlier filing loaded for comparison.

Net Assets

$23,295

No earlier filing loaded for comparison.

Liabilities

$2,452

No earlier filing loaded for comparison.

Revenue

$165,385

No earlier filing loaded for comparison.

Expenses

$141,756

No earlier filing loaded for comparison.

Net Income

$23,629

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2019: $25,747Liabilities 2019: $2,452Net Assets 2019: $23,2952019Assets 2020: $26,273Net Assets 2020: -$49,5252020Assets 2021: $65,781Liabilities 2021: $0Net Assets 2021: $65,7812021Assets 2022: $40,963Net Assets 2022: $40,9632022Assets 2023: $31,452Net Assets 2023: $31,4522023Assets 2024: $25,740Net Assets 2024: $25,7402024

Highlighted filing

2019

Assets$25,747
Liabilities$2,452
Net Assets$23,295

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2019: $165,385Expenses 2019: $141,756Net Income 2019: $23,6292019Revenue 2020: $161,541Expenses 2020: $212,567Net Income 2020: -$51,0262020Revenue 2021: $223,852Expenses 2021: $184,344Net Income 2021: $39,5082021Revenue 2022: $66,192Expenses 2022: $91,010Net Income 2022: -$24,8182022Revenue 2023: $82,341Expenses 2023: $96,397Net Income 2023: -$14,0562023Revenue 2024: $20,448Expenses 2024: $35,671Net Income 2024: -$15,2232024

Highlighted filing

2019

Revenue$165,385
Expenses$141,756
Net Income$23,629
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 30, 2020
Return Version
2019v5.0
Gross Receipts
$165,385
Mission and Program Overview

Mission

Bay area integral dba a new republic of the heart, is dedicated to the transformation of human culture, from our current crisis of fragmentation to the practice of unity and wholeness. Its services empower spiritual practitioners and change agents to practice wholeness by combining the "inner work" of personal growth, the "interpersonal work" of compassionate relating and the "outer work" of beneficial action in society. By integrating key insights from the world's wisdom traditions, modern science, sociology, and ecology, the organization offers educational media, training events, an online community and strategic alliances between organizations to help to catalyze participatory, collective citizenship in our world.

The organizatons purpose is to make real contributions to the evolution of integral and evolutionary philosophy, culture, practice, and community through educational services by offering lectures, discussions, seminars, workshops, study groups, panels, courses, broadcasts, social occassions, and any and all other appropriate means.

Program Services

DescriptionGrantsExpenses
NEW REPUBLIC OF THE HEART: HELPS PERSONS ALL OVER THE WORLD INTEGRATE THE INNER WORK OF PERSONAL TRANSFORMATION, THE INTERPERSONAL WORK OF EVOLUTIONARY RELATING AND OUTER WORK TO BE OF BENEFIT TO OUR HURTING WORLD. PARTICIPANTS IN EXCESS OF 160 WORLDWIDE.-$109,952
PODCAST BROADCASTS: LEADING EDGE CONVERSATIONS ABOUT HOW WE CAN UNDERSTAND REALITY AND CO-CREATE THE HEALTHY HOLISTIC TRANSFORMATION OUR WORLD NEEDS. LISTENERS WORLDWIDE: 3500-$14,936
BAY AREA INTREGRAL: CORE ORGANIZATON, DEVOTED TO CREATING AND NURTURING INTEGRAL COMMUNITY IN THE BAY AREA. WE PRODUCE 10-15 EVENTS A YEAR ON A WIDE VARIETY OF TOPICS RELATED TO EVOLUTIONARY CONSCIOUSNESS , LEADERSHIP, INTEGRAL PRACTICES, AND COMMUNITY. PARTICIPANTS NUMBER IN EXCESS OF 250-$5,616
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY PATTENExecutive DiFT$45,501-$45,501
Filing and Contact Details

Filer

Filer Name
Bay Area Integral
EIN
46-3005777
Address
8 WILD OAK DRIVE, NOVATO, CA 94949

Signing Officer

Name
Terry Patten
Title
Executive Director
Signed
2020-04-30

Preparer

Firm
Stephen Plocher Accountancy Corp
Address
55 MITCHELL BLVD SUITE 20, SAN RAFAEL, CA 94903-2010
Preparer
Stephen Plocher
Phone
4154795888
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising & promotion 13,939 office expense 1,457 computer & internet exp 7,732 event expenses 3,703 meals 402 total 27,233

Form 990-ez, Part II, Line 24

Equipment 300 300 total 300 300

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 165 2,452 unsecured notes and loans payable 1,250 0

Form 990-ez, Part III

The organizatons purpose is to make real contributions to the evolution of integral and evolutionary philosophy, culture, practice, and community through educational services by offering lectures, discussions, seminars, workshops, study groups, panels, courses, broadcasts, social occassions, and any and all other appropriate means.

Form 990-ez, Part III, Line 28

Bay area intregral: core organizaton, devoted to creating and nurturing integral community in the bay area. We produce 10-15 events a year on a wide variety of topics related to evolutionary consciousness , leadership, integral practices, and community. Participants number in excess of 250

Form 990-ez, Part III, Line 29

New republic of the heart: helps persons all over the world integrate the inner work of personal transformation, the interpersonal work of evolutionary relating and outer work to be of benefit to our hurting world. Participants in excess of 160 worldwide.

Raw XML Appendix129 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TERRY PATTEN
IRS990EZ/BooksInCareOfDetail/PhoneNum04153027671
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08 WILD OAK DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NOVATO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094949
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0781
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025447
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt035955
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt023629
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt065296
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01081
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025747
IRS990EZ/GrossReceiptsAmt0165385
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-334
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023295
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-334
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023295
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt045501
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERRY PATTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0300
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0300
IRS990EZ/OtherExpensesTotalAmt027233
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATONS PURPOSE IS TO MAKE REAL CONTRIBUTIONS TO THE EVOLUTION OF INTEGRAL AND EVOLUTIONARY PHILOSOPHY, CULTURE, PRACTICE, AND COMMUNITY THROUGH EDUCATIONAL SERVICES BY OFFERING LECTURES, DISCUSSIONS, SEMINARS, WORKSHOPS, STUDY GROUPS, PANELS, COURSES, BROADCASTS, SOCIAL OCCASSIONS, AND ANY AND ALL OTHER APPROPRIATE MEANS.
IRS990EZ/ProgramServiceRevenueAmt0129430
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BAY AREA INTREGRAL: CORE ORGANIZATON, DEVOTED TO CREATING AND NURTURING INTEGRAL COMMUNITY IN THE BAY AREA. WE PRODUCE 10-15 EVENTS A YEAR ON A WIDE VARIETY OF TOPICS RELATED TO EVOLUTIONARY CONSCIOUSNESS , LEADERSHIP, INTEGRAL PRACTICES, AND COMMUNITY. PARTICIPANTS NUMBER IN EXCESS OF 250
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NEW REPUBLIC OF THE HEART: HELPS PERSONS ALL OVER THE WORLD INTEGRATE THE INNER WORK OF PERSONAL TRANSFORMATION, THE INTERPERSONAL WORK OF EVOLUTIONARY RELATING AND OUTER WORK TO BE OF BENEFIT TO OUR HURTING WORLD. PARTICIPANTS IN EXCESS OF 160 WORLDWIDE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PODCAST BROADCASTS: LEADING EDGE CONVERSATIONS ABOUT HOW WE CAN UNDERSTAND REALITY AND CO-CREATE THE HEALTHY HOLISTIC TRANSFORMATION OUR WORLD NEEDS. LISTENERS WORLDWIDE: 3500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05616
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1109952
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt214936
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt049227
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01415
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02452
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0141756
IRS990EZ/TotalProgramServiceExpensesAmt0130504
IRS990EZ/TotalRevenueAmt0165385
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt035955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt035955
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0129430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0129430
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0165385
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0165385
IRS990ScheduleA/Total509Grp/TotalAmt0165385
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0165385
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0165385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING & PROMOTION 13,939 OFFICE EXPENSE 1,457 COMPUTER & INTERNET EXP 7,732 EVENT EXPENSES 3,703 MEALS 402 TOTAL 27,233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT 300 300 TOTAL 300 300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 165 2,452 UNSECURED NOTES AND LOANS PAYABLE 1,250 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATONS PURPOSE IS TO MAKE REAL CONTRIBUTIONS TO THE EVOLUTION OF INTEGRAL AND EVOLUTIONARY PHILOSOPHY, CULTURE, PRACTICE, AND COMMUNITY THROUGH EDUCATIONAL SERVICES BY OFFERING LECTURES, DISCUSSIONS, SEMINARS, WORKSHOPS, STUDY GROUPS, PANELS, COURSES, BROADCASTS, SOCIAL OCCASSIONS, AND ANY AND ALL OTHER APPROPRIATE MEANS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BAY AREA INTREGRAL: CORE ORGANIZATON, DEVOTED TO CREATING AND NURTURING INTEGRAL COMMUNITY IN THE BAY AREA. WE PRODUCE 10-15 EVENTS A YEAR ON A WIDE VARIETY OF TOPICS RELATED TO EVOLUTIONARY CONSCIOUSNESS , LEADERSHIP, INTEGRAL PRACTICES, AND COMMUNITY. PARTICIPANTS NUMBER IN EXCESS OF 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NEW REPUBLIC OF THE HEART: HELPS PERSONS ALL OVER THE WORLD INTEGRATE THE INNER WORK OF PERSONAL TRANSFORMATION, THE INTERPERSONAL WORK OF EVOLUTIONARY RELATING AND OUTER WORK TO BE OF BENEFIT TO OUR HURTING WORLD. PARTICIPANTS IN EXCESS OF 160 WORLDWIDE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY PATTEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAY AREA INTEGRAL
ReturnHeader/Filer/BusinessNameControlTxt0BAYA
ReturnHeader/Filer/EIN0463005777
ReturnHeader/Filer/USAddress/AddressLine1Txt08 WILD OAK DRIVE
ReturnHeader/Filer/USAddress/CityNm0NOVATO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094949
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02B6CB3C19834403DD228B237D7404C30EF1ED450
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02B6CB3C19834403DD228B237D7404C30EF1ED450
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.196.184.189
ReturnHeader/FilingSecurityInformation/IPDt02020-07-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:49:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680143987
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN PLOCHER ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 MITCHELL BLVD SUITE 20
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAFAEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0949032010
ReturnHeader/PreparerPersonGrp/PhoneNum04154795888
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN PLOCHER
ReturnHeader/ReturnTs02020-07-15T16:49:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings