Civic Intelligence

Community Information Exchange

990PF • Fiscal year 2022 • EIN 46-3270349

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 25, 2023

Organization Profile
PO Box 420039San Diego, CA 92142

(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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

24th percentile

-16%

Faster asset growth than 24% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$1,922

Down $359 (-16%) from 2021

Net Assets

Down

$1,922

Down $359 (-16%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2021

Expenses

Flat

$359

Flat from 2021

Net Income

Flat

-$359

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

2022

Assets$1,922
Liabilities$0
Net Assets$1,922
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue$0
Expenses$359
Net Income-$359
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 25, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN GRISSOMImmediate Past Chair-$0--
JEFF NICHOLSChair-$0--
PAUL JOHNSONTreasurer-$0--
NANCY SASAKIVice Chair-$0--
TERRI COLACHISSecretary-$0--
HENRY HAIMSOHNBoard Member-$0--
DR JIM DUNFORDBoard Member-$0--
TANA LORAHBoard Member-$0--
JOEL JOHN ROBERTSBoard Member-$0--
DIANA PUETZBoard Member-$0--
JONATHAN WOLDEMARIAMBoard Member-$0--
JANE FINLEYBoard Member-$0--
DR CLYDE H BECK JRBoard Member-$0--
PAUL REDFERNCFO-$0--
WILLIAM YORKCEO-$0--
Filing and Contact Details

Filer

Filer Name
Community Information Exchange
EIN
46-3270349
Phone
8583001200
Address
PO BOX 420039, SAN DIEGO, CA 92142

Signing Officer

Name
William York
Title
CEO
Phone
8583001200
Signed
2023-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
1903 WRIGHT PLACE 180, CARLSBAD, CA 92008
Preparer
Debra D Smith CPA
Phone
7604318440
Raw XML Appendix366 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/MethodOfAccountingAccrualInd0X
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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/PersonNm7TANA LORAH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8JOEL JOHN ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9DIANA PUETZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10JONATHAN WOLDEMARIAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11JANE FINLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12DR CLYDE H BECK JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm13PAUL REDFERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm14WILLIAM YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0IMMEDIATE PAST CHAIR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5BOARD MEMBER
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd00
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.CIESANDIEGO.ORG
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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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM YORK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08583001200
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-25
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ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0463270349
ReturnHeader/Filer/PhoneNum08583001200
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 420039
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092142
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930623286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALDRICH CPAS AND ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01903 WRIGHT PLACE 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092008
ReturnHeader/PreparerPersonGrp/PhoneNum07604318440
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBRA D SMITH CPA
ReturnHeader/ReturnTs02023-05-03T16:25:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0YORK
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,922
Liabilities
$0
Net assets
$1,922
Revenue
$0
Expenses
$359
Net income
-$359
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.01$0.01$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.07$0.07$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.09$0.11$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.57$0.96$0.39
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.07$0.42$1.37$0.98$0.39
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.03$0.04$0.42$0.38$0.04