Civic Intelligence

The Narrative Method Inc

990 • Fiscal year 2017 • EIN 46-5737247

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

16060 Ventura Blvd Ste 110 Pmb 189Encino, CA 91436

(310) 478-4148

Siviq Scores

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

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

51st percentile

3.8%

Higher net margin than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

93rd percentile

125%

Faster asset growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

27th percentile

-15%

Faster revenue growth than 27% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$17,339

Up $9,646 (+125%) from 2016

Net Assets

Up

$16,604

Up $9,646 (+139%) from 2016

Liabilities

Flat

$735

Flat from 2016

Revenue

Down

$252,500

Down $46,091 (-15%) from 2016

Expenses

Up

$242,854

Up $24,173 (+11%) from 2016

Net Income

Down

$9,646

Down $70,264 (-88%) from 2016

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2016: $7,693Liabilities 2016: $735Net Assets 2016: $6,9582016Assets 2017: $17,339Liabilities 2017: $735Net Assets 2017: $16,6042017Assets 2018: $23,284Liabilities 2018: $1,031Net Assets 2018: $22,2532018Assets 2019: $22,837Liabilities 2019: $1,954Net Assets 2019: $20,8832019Assets 2020: $17,739Liabilities 2020: $2,582Net Assets 2020: $15,1572020Assets 2021: $29,963Liabilities 2021: $8,103Net Assets 2021: $21,8602021Assets 2022: $30,210Liabilities 2022: $9,079Net Assets 2022: $21,1312022Assets 2023: $28,846Liabilities 2023: $5,909Net Assets 2023: $22,9372023Assets 2024: $24,828Liabilities 2024: $1,043Net Assets 2024: $23,7852024

Highlighted filing

2017

Assets$17,339
Liabilities$735
Net Assets$16,604

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2016: $298,591Expenses 2016: $218,681Net Income 2016: $79,9102016Revenue 2017: $252,500Expenses 2017: $242,854Net Income 2017: $9,6462017Revenue 2018: $296,174Expenses 2018: $291,260Net Income 2018: $4,9142018Revenue 2019: $331,293Expenses 2019: $332,663Net Income 2019: -$1,3702019Revenue 2020: $180,307Expenses 2020: $186,033Net Income 2020: -$5,7262020Revenue 2021: $184,961Expenses 2021: $178,258Net Income 2021: $6,7032021Revenue 2022: $319,161Expenses 2022: $319,890Net Income 2022: -$7292022Revenue 2023: $468,972Expenses 2023: $467,166Net Income 2023: $1,8062023Revenue 2024: $267,433Expenses 2024: $266,585Net Income 2024: $8482024

Highlighted filing

2017

Revenue$252,500
Expenses$242,854
Net Income$9,646
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$252,500
Mission and Program Overview

Mission

To help adults and adolescents of high risk and underserved populations improve communication, empathy, cooperation, and relationships by understanding the meaning and impact of spoken and written words, body language, and facial expressions through the principles of narrative medicine

To help individuals in high-risk and underserved populations improve communication and relationships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,958$16,604▲ $9,646
Intangible Assets-$6,211-
Cash and Non-Interest-Bearing Accounts$6,035$5,453▼ $582
Land, Buildings, and Equipment, Net$1,658$1,482▼ $176
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,693$17,339▲ $9,646
Other Assets Total$0$4,193▲ $4,193
Liabilities
Accounts Payable and Accrued Expenses$735$735→ $0
Total Liabilities$735$735→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,958$16,604▲ $9,646
Total Liabilities and Net Assets / Fund Balance$7,693$17,339▲ $9,646

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,482$281$1,763
Other Assets Org$176--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Shari FoosPresident & Director
Barbara Lehrner CanterDirector
Robert ShermanDirector
Debora BriggsSecretary & Director
Richard FoosTreasurer & Director
Revenue and Support

Revenue Composition

Contributions and Grants
$252,000
Program Service Revenue
$500
Investment Income
$0
Other Revenue
$0
All Other Contributions
$252,000
Change in Net Assets
$9,646
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$242,854
Total Fundraising Expense$1,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$95,073$25-$95,098
Occupancy$34,437$11,479-$45,916
Fees for Services Accounting-$20,581-$20,581
Information Technology$8,428$8,428-$16,856
All Other Expenses$6,102$6,173$1,000$13,275
Office Expenses$6,489$6,489-$12,978
Other Expenses$1,936$1,936-$3,872
Advertising$630--$630
Depreciation Depletion-$390-$390
Total Functional Expenses$176,438$65,416$1,000$242,854
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 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 A, Line 2

Shari foos, president, has a family relationship with richard foos, the treasurer.

Form 990, Part VI, Section B, Line 11B

The organization has provided a copy of the form 990 to all members of its governing body through a board meeting.

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

The organization had a written policy that enforces compliance with the conflict of interest policy and regulates this policy in a frequent manner. The classes of individuals covered in this policy are officers or directors of the corporation or any other person having substantial influence over the corporation. An interested person must disclose the existence and nature of his or her financial interest to the directors and members of committees with board-delegated powers. Procedures for addressing the conflict of interest are as such: the chair of the board or chairperson shall appoint a disinterested person to investigate alternatives to proposed transactions or arrangement, and after exercising due diligence, the board or committee shall determine whether the corporation can obtain a more advantageous transaction. If a conflict of interest transaction results, the corporation shall file all appropriate tax reporting for such compensation.

Form 990, Part VI, Section C, Line 19

The organization makes its documents available for public inspection upon request.

Filing and Contact Details

Filer

Filer Name
The Narrative Method Inc
EIN
46-5737247
Phone
3104784148
Address
16060 VENTURA BLVD STE 110 PMB 189, ENCINO, CA 91436

Signing Officer

Name
Shari Foos
Title
Chief Executive Officer
Phone
4242569755
Signed
2018-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shari Foos
Formed
2014
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
5

Preparer

Firm
Armanino Llp
Address
11766 WILSHIRE BLVD 9TH FLOOR, LOS ANGELES, CA 90025
Preparer
Harvey Bookstein
Phone
3104784148
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Filing fees: program service expenses 0. Management and general expenses 25. Fundraising expenses 0. Total expenses 25. Film production: program service expenses 95,073. Management and general expenses 0. Fundraising expenses 0. Total expenses 95,073.

Form 990, Part IX, Line 25

The organization is in its initial start-up phase. As a result, it is occurring larger amounts of management and general and fundraising expenses during this initial start-up phase than it anticipates it will spend in the future when its program service activities have been established.

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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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IRS990/Desc0THE NARRATIVE METHOD PROGRAM - INCREASES AWARENESS OF ONE'S SELF AND OTHERS, ABILITY TO DEEPLY AND SELFLESSLY ABSORB OTHERS, EXPRESISON OF ONESLF WITHOUT FEAR OF JUDGEMENT, GAINING NEW PERSPECTIVES, EXPANSION OF ONE'S IMAGINATION, GAINING THE TOOLS TO PROCESS FEELINGS WITH OTHERS, GAINING SKILLS TO CLEARLY AND EMPATHICALLY COMMUNICATE, ABILITY TO BETTER READ AND UNDERSTAND OTHERS, ABILITY TO CREATE MORE MEANINGFUL CONNECTIONS. THE PROGRAM OFFERS A VARIETY OF WORKSHOPS TO DIFFERENT AUDIENCES, SUCH AS VETERANS AND YOUTHS, AS WELL AS HOSTS SALON WORKSHOPS THAT ACT AS AN INTRODUCTION TO THE SERVICES PROVIDED BY THE ORGANIZATION.
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SHARI FOOS, PRESIDENT, HAS A FAMILY RELATIONSHIP WITH RICHARD FOOS, THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS PROVIDED A COPY OF THE FORM 990 TO ALL MEMBERS OF ITS GOVERNING BODY THROUGH A BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAD A WRITTEN POLICY THAT ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND REGULATES THIS POLICY IN A FREQUENT MANNER. THE CLASSES OF INDIVIDUALS COVERED IN THIS POLICY ARE OFFICERS OR DIRECTORS OF THE CORPORATION OR ANY OTHER PERSON HAVING SUBSTANTIAL INFLUENCE OVER THE CORPORATION. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST ARE AS SUCH: THE CHAIR OF THE BOARD OR CHAIRPERSON SHALL APPOINT A DISINTERESTED PERSON TO INVESTIGATE ALTERNATIVES TO PROPOSED TRANSACTIONS OR ARRANGEMENT, AND AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE CORPORATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION. IF A CONFLICT OF INTEREST TRANSACTION RESULTS, THE CORPORATION SHALL FILE ALL APPROPRIATE TAX REPORTING FOR SUCH COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FILING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 25. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25. FILM PRODUCTION: PROGRAM SERVICE EXPENSES 95,073. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 95,073.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION IS IN ITS INITIAL START-UP PHASE. AS A RESULT, IT IS OCCURRING LARGER AMOUNTS OF MANAGEMENT AND GENERAL AND FUNDRAISING EXPENSES DURING THIS INITIAL START-UP PHASE THAN IT ANTICIPATES IT WILL SPEND IN THE FUTURE WHEN ITS PROGRAM SERVICE ACTIVITIES HAVE BEEN ESTABLISHED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 25
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07693
IRS990/TotalAssetsEOYAmt017339
IRS990/TotalAssetsGrp/BOYAmt07693
IRS990/TotalAssetsGrp/EOYAmt017339
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0252000
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01000
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt065416
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0176438
IRS990/TotalFunctionalExpensesGrp/TotalAmt0242854
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0735
IRS990/TotalLiabilitiesEOYAmt0735
IRS990/TotalLiabilitiesGrp/BOYAmt0735
IRS990/TotalLiabilitiesGrp/EOYAmt0735
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06958
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt016604
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0176438
IRS990/TotalProgramServiceRevenueAmt0500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0500
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0252500
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07693
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt017339
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt016060 VENTURA BLVD STE 110 PMB 189
IRS990/USAddress/CityNm0ENCINO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091436
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HTTP://THENARRATIVEMETHOD.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARI FOOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF EXECUTIVE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04242569755
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE NARRATIVE METHOD INC
ReturnHeader/Filer/BusinessNameControlTxt0NARR
ReturnHeader/Filer/EIN0465737247
ReturnHeader/Filer/PhoneNum03104784148
ReturnHeader/Filer/USAddress/AddressLine1Txt016060 VENTURA BLVD STE 110 PMB 189
ReturnHeader/Filer/USAddress/CityNm0ENCINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091436
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B2C0F2D3E20D8F773F51C3E54837B3CBB449A7F4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.250.30.91
ReturnHeader/FilingSecurityInformation/IPDt02018-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:01:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011766 WILSHIRE BLVD 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090025
ReturnHeader/PreparerPersonGrp/PhoneNum03104784148
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARVEY BOOKSTEIN
ReturnHeader/ReturnTs02018-11-09T17:21:53-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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