Civic Intelligence

2164 Inc.

990 • Fiscal year 2020 • EIN 46-4671557

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 26, 2021

445 Park Avenue 16ANew York, NY 10022

(212) 931-0129

Siviq Scores

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

Liabilities / Assets

66th percentile

0.25x

Higher debt load relative to assets than 66% of similar nonprofits.

2020 filings • NTEE O • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.30x

Higher debt load relative to revenue than 75% of similar nonprofits.

2020 filings • NTEE O • $1M-$5M nonprofits • Source year 2020

Net Margin

6th percentile

-30%

Higher net margin than 6% of similar nonprofits.

2020 filings • NTEE O • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

98th percentile

$311,987

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 22.4% of source-year revenue.

2020 filings • NTEE O • $1M-$5M nonprofits • Source year 2020

Asset Growth

9th percentile

-5.1%

Faster asset growth than 9% of similar nonprofits.

2020 filings • NTEE O • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-18%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • NTEE O • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,694,949

Down $91,821 (-5.1%) from 2019

Net Assets

Down

$1,277,472

Down $291,513 (-19%) from 2019

Liabilities

Up

$417,477

Up $199,692 (+92%) from 2019

Revenue

Down

$1,394,666

Down $303,654 (-18%) from 2019

Expenses

Up

$1,806,694

Up $26,263 (+1.5%) from 2019

Net Income

Down

-$412,028

Down $329,917 (-402%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $1,452,641Liabilities 2015: $148,437Net Assets 2015: $1,304,2042015Assets 2016: $1,499,100Liabilities 2016: $177,852Net Assets 2016: $1,321,2482016Assets 2017: $1,799,520Liabilities 2017: $250,278Net Assets 2017: $1,549,2422017Assets 2018: $1,730,054Liabilities 2018: $112,602Net Assets 2018: $1,617,4522018Assets 2019: $1,786,770Liabilities 2019: $217,785Net Assets 2019: $1,568,9852019Assets 2020: $1,694,949Liabilities 2020: $417,477Net Assets 2020: $1,277,4722020Assets 2021: $1,909,278Liabilities 2021: $234,280Net Assets 2021: $1,674,9982021Assets 2022: $1,628,124Liabilities 2022: $235,598Net Assets 2022: $1,392,5262022Assets 2023: $1,685,474Liabilities 2023: $372,193Net Assets 2023: $1,313,2812023Assets 2024: $1,974,716Liabilities 2024: $339,048Net Assets 2024: $1,635,6682024

Highlighted filing

2020

Assets$1,694,949
Liabilities$417,477
Net Assets$1,277,472

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $2,125,258Expenses 2015: $821,054Net Income 2015: $1,304,2042015Revenue 2016: $1,065,551Expenses 2016: $1,179,076Net Income 2016: -$113,5252016Revenue 2017: $1,624,646Expenses 2017: $1,441,740Net Income 2017: $182,9062017Revenue 2018: $1,754,281Expenses 2018: $1,662,213Net Income 2018: $92,0682018Revenue 2019: $1,698,320Expenses 2019: $1,780,431Net Income 2019: -$82,1112019Revenue 2020: $1,394,666Expenses 2020: $1,806,694Net Income 2020: -$412,0282020Revenue 2021: $1,930,513Expenses 2021: $1,589,993Net Income 2021: $340,5202021Revenue 2022: $2,023,492Expenses 2022: $2,054,120Net Income 2022: -$30,6282022Revenue 2023: $2,111,706Expenses 2023: $2,276,472Net Income 2023: -$164,7662023Revenue 2024: $2,519,871Expenses 2024: $2,265,857Net Income 2024: $254,0142024

Highlighted filing

2020

Revenue$1,394,666
Expenses$1,806,694
Net Income-$412,028
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 26, 2021
Return Version
2020v4.0
Gross Receipts
$1,394,666
Mission and Program Overview

Mission

21/64 Inc is a nonprofit practice specializing in next generation and multigenerational engagement in philanthropy and family charitable enterprise.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$861,693$997,024▲ $135,331
Cash and Non-Interest-Bearing Accounts$320,371$219,536▼ $100,835
Inventories for Sale or Use$200,734$182,325▼ $18,409
Savings and Temporary Cash Investments$125,035$125,117▲ $82
Intangible Assets$136,155$83,600▼ $52,555
Investments Other Securities$44,848$52,112▲ $7,264
Accounts Receivable$72,935$26,836▼ $46,099
Pledges and Grants Receivable$15,000$0▼ $15,000
Prepaid Expenses and Deferred Charges$9,999$8,399▼ $1,600
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Total Assets$1,786,770$1,694,949▼ $91,821
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable-$202,547-
Deferred Revenue$113,500$94,136▼ $19,364
Accounts Payable and Accrued Expenses$59,437$68,682▲ $9,245
Other Liabilities$44,848$52,112▲ $7,264
Total Liabilities$217,785$417,477▲ $199,692
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,568,985$1,248,362▼ $320,623
Net Assets With Donor Restrictions-$29,110-
Total Net Assets Fund Balance$1,568,985$1,277,472▼ $291,513
Total Liabilities and Net Assets / Fund Balance$1,786,770$1,694,949▼ $91,821
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Danielle Oristian YorkPresidentFT$265,000$46,987$311,987
Sharna GoldsekerVice PresidentFT$235,520$42,738$278,258
Barbara TaylorProgram DirectorFT$128,512$34,263$162,775
Robyn ScheinSenior DirectorFT$137,185$3,306$140,491

Board Members and Trustees

NameTitle
Jennifer Grubman RothenbergChair of Nom Cm
John HooverChair/Treasurer
Gail NorryDirector
Sara OjjehDirector
Marvin IsraelowSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$257,317
Program Service Revenue
$1,122,127
Investment Income
$14,896
Other Revenue
$326
All Other Contributions
$257,317
Change in Net Assets
$-412,028

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,394,666
Revenue Not Reported on Form 990
$155,156
Total Revenue per Audited Statements
$1,549,822
Total Revenue per Form 990
$1,394,666
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,368,046
Other Expenses$438,648
Total Fundraising Expense$25,982
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$615,498$13,417$7,497$636,412
Current Officers, Directors, Trustees, and Key Employees$476,803$99,241$14,201$590,245
Fees for Services Other$96,456$53,487$52$149,995
Fees for Services Management$83,719$44,812$967$129,498
Payroll Taxes$63,989$6,521$1,310$71,820
Other Employee Benefits$50,696$4,857$1,728$57,281
Depreciation Depletion$52,555--$52,555
Office Expenses$5,510$24,273-$29,783
Conferences and Meetings$14,042--$14,042
Pension Plan Contributions$11,893$168$227$12,288
Insurance-$8,030-$8,030
Other Expenses$7,882$8,787-$7,882
Travel$6,710--$6,710
Total Functional Expenses$1,514,701$266,011$25,982$1,806,694

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,841,335
Expenses per Audited Statements$1,806,694
Total Expenses per Form 990$1,806,694
Expenses Not Reported on Form 990$34,641
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation Payable$52,112
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

An operating agreement for the use of space, office services and accounting services was in effect between the organization and Chasbro Investments, Inc.

Form 990, Part VI, Line 11B: Form 990 Review Process

Treasurer & Executive Director review with the audit committee. Draft then edited by tax preparer and finally submitted to the board.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The organization has a board approved conflicts of interest policy. Each board member must fill out an annual declaration stating they had no conflicts or identifying the nature of their interested party transactions.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Board reviews salary surveys as well as performance level annually for the Executive Director and other key employees.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Organizational documents are available upon request.

Filing and Contact Details

Filer

Filer Name
2164 Inc
EIN
46-4671557
Phone
2129310129
Address
445 Park Avenue 16A, New York, NY 10022

Signing Officer

Name
Danielle Oristian York
Title
Executive Director
Signed
2021-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Danielle Oristian York
Formed
2014
Legal Domicile
De
Voting Board Members
7
Independent Board Members
5
Employees
0

Preparer

Firm
Schall & Ashenfarb Cpas
Address
307 5th Ave 15th Floor, NEW YORK, NY 10016
Preparer
Michael Schall
Phone
2122682800
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

The Organization does not believe its financial statements include any material, uncertain tax positions. The tax filings for the period ending December 31, 2017 is subject to examination by applicable taxing authorities.

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IRS990/Desc021/64 is a nonprofit practice specializing in next generation and multigenerational engagement in philanthropy and as such as conducted a number of activities in alignment with our mission in 2020. Facilitation21/64 provided education and facilitation services to over 35 private non-profit foundations, community foundations, federations, and a handful of family office and financial institutions which, in the midst of a global health crisis and racial reckoning are trying to educate their donors and clients about the significance of philanthropic giving, identity, values and in how to work across the multiple generations to respond to urgent needs and systemic long-term issues. In these trainings, workshops and educational retreats, we offered frameworks exercises to help organizations, their boards and staff to identify the values inherent in each generation that inform their experience of giving, the vision for what they could fund individually and collectively, as well as strategies for communicating effectively with people of different generations who approach giving differently and see the world and its challenges from different vantage points.ToolsIn 2020, the pandemic and subsequent lock down shifted the demand for our tools from in person events to virtual. We reimagined the use of these tools, shipping them to participants and working in zoom rooms rather than in-person spaces. We gathered data that informed the new online versions of these tools scheduled for release in 2021. ConveningIn 2020, we led the Gen Impact Accelerator (GIA) in partnership with The Philanthropic Workshop (TPW) in March, a donor education program for donors of all ages who are, or will be, stepping into roles in their family philanthropy, or who are earners themselves seeking to clarify their philanthropic identity and direction. We re-imagined and redesigned this event for a global audience later in 2020, during the height of the covid-19 crisis. The GIA is a fusion of experiential learning and purposeful skill building, all keenly designed for donors to become strategic and effective in their philanthropic decision-making, expand and strengthen their next gen donors network and inspire them to take next steps in their own giving. We also continued to offer ongoing social and educational opportunities for 21/64s next generation network, which now has upwards of 450 members, in the form of online gatherings, resource sharing, coaching, and webinars to continue the conversations initiated at these Retreats and meet the networks evolving needs as giving was more urgent than before.TrainingIn 2020, we also offered 8 trainings to people across the country to provide for a cadre of advisors capable of providing expertise in this values-based and multigenerational approach to philanthropy and helping families make decisions around resources within their organizations. 2 of these trainings were in person, as traditionally designed and delivered, and 6 online, newly created and delivered. Participants included professionals of private foundations, community foundations, Jewish federations administering donor advised funds, staff administering commercial gift funds, wealth management advisors, and so on. After participation in our trainings, advisors are offered ongoing peer learning including educational webinars, the latest resources and research, and next-level trainings among a community of professionals serving philanthropic individuals and organizations. Workshops allowed a short form learned experience on the same topics and cohorts were created for community and connection, as well as learning on the topics that todays donors face and the field of professionals is working on. We offered 11 workshops and 7 webinars in 2020.
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IRS990/Form990PartVIISectionAGrp/PersonNm0Danielle Oristian York
IRS990/Form990PartVIISectionAGrp/PersonNm1Sharna Goldseker
IRS990/Form990PartVIISectionAGrp/PersonNm2Barbara Taylor
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IRS990/Form990PartVIISectionAGrp/PersonNm4John Hoover
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Program Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Senior Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chair/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
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