Civic Intelligence

Community Information Exchange

990PF • Fiscal year 2019 • EIN 46-3270349

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 02, 2020

3860 Calle Fortunada No 101San Diego, CA 92123

(858) 300-1200

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

21st percentile

-16%

Higher net margin than 21% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

12th percentile

-35%

Faster asset growth than 12% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-86%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$3,000

Down $1,604 (-35%) from 2018

Net Assets

Down

$3,000

Down $1,604 (-35%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$10,000

Down $60,000 (-86%) from 2018

Expenses

Down

$11,604

Down $57,944 (-83%) from 2018

Net Income

Down

-$1,604

Down $2,056 (-455%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $67,090Liabilities 2014: $31,911Net Assets 2014: $35,1792014Assets 2015: $496,192Liabilities 2015: $73,395Net Assets 2015: $422,7972015Assets 2016: $27,876Liabilities 2016: $782Net Assets 2016: $27,0942016Assets 2017: $4,285Liabilities 2017: $133Net Assets 2017: $4,1522017Assets 2018: $4,604Liabilities 2018: $0Net Assets 2018: $4,6042018Assets 2019: $3,000Liabilities 2019: $0Net Assets 2019: $3,0002019Assets 2020: $2,640Liabilities 2020: $0Net Assets 2020: $2,6402020Assets 2021: $2,281Liabilities 2021: $0Net Assets 2021: $2,2812021Assets 2022: $1,922Liabilities 2022: $0Net Assets 2022: $1,9222022Assets 2023: $1,562Liabilities 2023: $0Net Assets 2023: $1,5622023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2019

Assets$3,000
Liabilities$0
Net Assets$3,000

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $415,000Expenses 2014: $379,821Net Income 2014: $35,1792014Revenue 2015: $1,366,266Expenses 2015: $978,648Net Income 2015: $387,6182015Revenue 2016: $570,286Expenses 2016: $960,271Net Income 2016: -$389,9852016Revenue 2017: $85,000Expenses 2017: $107,942Net Income 2017: -$22,9422017Revenue 2018: $70,000Expenses 2018: $69,548Net Income 2018: $4522018Revenue 2019: $10,000Expenses 2019: $11,604Net Income 2019: -$1,6042019Revenue 2020: $0Expenses 2020: $360Net Income 2020: -$3602020Revenue 2021: $0Expenses 2021: $359Net Income 2021: -$3592021Revenue 2022: $0Expenses 2022: $359Net Income 2022: -$3592022Revenue 2023: $0Expenses 2023: $360Net Income 2023: -$3602023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2019

Revenue$10,000
Expenses$11,604
Net Income-$1,604
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 2, 2020
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN GRISSOMChair-$0--
JEFF NICHOLSVice-Chair-$0--
PAUL JOHNSONTreasurer-$0--
DR CLYDE H BECK JRBoard Member-$0--
DR JIM DUNFORDBoard Member-$0--
HENRY HAIMSOHNBoard Member-$0--
TANA LORAHBoard Member-$0--
JOHN OHANIANPresident/CEO-$0--
PAUL REDFERNVice President Finance-$0--
NANCY SASAKISecretary-$0--
TERRI COLACHISBoard Member-$0--
JOEL JOHN ROBERTSBoard Member-$0--
DIANA PUETZBoard Member-$0--
JONATHAN WOLDEMARIAMBoard Member-$0--
WILLIAM YORKExecutive Vice President-$0--
Filing and Contact Details

Filer

Filer Name
Community Information Exchange
EIN
46-3270349
Phone
8583001200
Address
3860 CALLE FORTUNADA NO 101, SAN DIEGO, CA 92123

Signing Officer

Name
William York
Title
Executive VP
Phone
8583001200
Signed
2020-06-02
Discuss with paid preparer
Yes

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
7676 HAZARD CENTER DRIVE STE 1300, SAN DIEGO, CA 92108
Preparer
Elsa a Romero
Phone
6198104940
Raw XML AppendixShowing 400 of 419 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JONATHAN GRISSOM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEFF NICHOLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PAUL JOHNSON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7JOHN OHANIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8PAUL REDFERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9NANCY SASAKI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10TERRI COLACHIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11JOEL JOHN ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12DIANA PUETZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm13JONATHAN WOLDEMARIAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm14WILLIAM YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7PRESIDENT/CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8VICE PRESIDENT FINANCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt14EXECUTIVE VICE PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum08583001200
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0COMMUNITY INFORMATION EXCHANGE (CIE) FACILITATES CARE COORDINATION AMONG SOCIAL SERVICE AND CARE PROVIDERS IN THE GREATER SAN DIEGO REGION, USING TECHNOLOGY AND PROCESSES TO BRING TOGETHER INFORMATION AND PEOPLE ACROSS SAFETY NET ORGANIZATIONS. THE ORGANIZATION DEVELOPS AND OPERATES A COMMUNITY-WIDE INFORMATION EXCHANGE INFRASTRUCTURE THAT WORKS IN HARMONY WITH OTHER INFORMATION EXCHANGES BASED ON NATIONAL STANDARDS FOR INTEROPERABILITY, INFORMATION EXCHANGE AND SECURE MESSAGING. BY ESTABLISHING A COLLABORATIVE ELECTRONIC EXCHANGE OF SOCIAL SERVICE AND CLINICAL INFORMATION, PROVIDERS HAVE IMPROVED ACCESS, QUALITY AND DELIVERY OF SERVICES, CARE AND COSTS.
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt02-1-1 SAN DIEGO
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IRS990ScheduleB/GeneralRuleInd0X
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK AND SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SOFTWARE LICENSES & MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0359
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1300
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0359
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CASE MANAGEMENT SOFTWARE SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt010000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM YORK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VP
ReturnHeader/BusinessOfficerGrp/PhoneNum08583001200
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMUNITY INFORMATION EXCHANGE
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0463270349
ReturnHeader/Filer/PhoneNum08583001200
ReturnHeader/Filer/USAddress/AddressLine1Txt03860 CALLE FORTUNADA NO 101
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AE7C488BB04BCF57F71695E940000A48E965C495
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07F1C63501926AD7C4AB05E5B1074075B0759250F

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