Civic Intelligence

Metrics for Management

990 • Fiscal year 2016 • EIN 47-1895783

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 21, 2017

1330 Broadway Suite 1135Oakland, CA 94612

(510) 986-8955

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

21st percentile

-11%

Higher net margin than 21% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

89th percentile

$104,750

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

6th percentile

-31%

Faster asset growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

27%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$153,799

Down $68,869 (-31%) from 2015

Net Assets

Down

$153,799

Down $68,853 (-31%) from 2015

Liabilities

Down

$0

Down $16 (-100%) from 2015

Revenue

Up

$634,688

Up $133,624 (+27%) from 2015

Expenses

Up

$703,541

Up $323,155 (+85%) from 2015

Net Income

Down

-$68,853

Down $189,531 (-157%) from 2015

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: $101,974Liabilities 2014: $0Net Assets 2014: $101,9742014Assets 2015: $222,668Liabilities 2015: $16Net Assets 2015: $222,6522015Assets 2016: $153,799Liabilities 2016: $0Net Assets 2016: $153,7992016Assets 2017: $119,241Liabilities 2017: $0Net Assets 2017: $119,2412017Assets 2018: $347,957Liabilities 2018: $0Net Assets 2018: $347,9572018Assets 2019: $859,616Liabilities 2019: $76Net Assets 2019: $859,5402019Assets 2020: $1,868,908Liabilities 2020: $1,525,117Net Assets 2020: $343,7912020Assets 2021: $1,608,573Liabilities 2021: $1,185,523Net Assets 2021: $423,0502021Assets 2022: $1,151,337Liabilities 2022: $898,092Net Assets 2022: $253,2452022Assets 2023: $1,375,603Liabilities 2023: $25,586Net Assets 2023: $1,350,0172023Assets 2024: $1,588,973Liabilities 2024: $36,451Net Assets 2024: $1,552,5222024

Highlighted filing

2016

Assets$153,799
Liabilities$0
Net Assets$153,799

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2014: $115,000Expenses 2014: $13,026Net Income 2014: $101,9742014Revenue 2015: $501,064Expenses 2015: $380,386Net Income 2015: $120,6782015Revenue 2016: $634,688Expenses 2016: $703,541Net Income 2016: -$68,8532016Revenue 2017: $648,564Expenses 2017: $683,122Net Income 2017: -$34,5582017Revenue 2018: $1,339,224Expenses 2018: $1,100,547Net Income 2018: $238,6772018Revenue 2019: $1,731,385Expenses 2019: $1,316,990Net Income 2019: $414,3952019Revenue 2020: $508,927Expenses 2020: $1,157,682Net Income 2020: -$648,7552020Revenue 2021: $778,564Expenses 2021: $776,639Net Income 2021: $1,9252021Revenue 2022: $1,176,967Expenses 2022: $1,103,506Net Income 2022: $73,4612022Revenue 2023: $1,539,273Expenses 2023: $1,406,311Net Income 2023: $132,9622023Revenue 2024: $1,684,213Expenses 2024: $1,545,473Net Income 2024: $138,7402024

Highlighted filing

2016

Revenue$634,688
Expenses$703,541
Net Income-$68,853
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 21, 2017
Return Version
2016v3.0
Gross Receipts
$634,688
Mission and Program Overview

Mission

Metrics for management develops standardized, easy to implement and easy to understand, real time program performance metrics to help managers assess and improve the performance of their own institution, facility, district, or program.

Metrics for management develops standardized easy-to-implement and easy-to-understand metrics that address widely shared health system goals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$222,652$153,799▼ $68,853
Cash and Non-Interest-Bearing Accounts$216,894$150,021▼ $66,873
Land, Buildings, and Equipment, Net$2,930$3,778▲ $848
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$222,668$153,799▼ $68,869
Other Assets Total$2,844$0▼ $2,844
Liabilities
Accounts Payable and Accrued Expenses$16$0▼ $16
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$16$0▼ $16
Net Assets / Fund Balance
Total Net Assets Fund Balance$222,652$153,799▼ $68,853
Total Liabilities and Net Assets / Fund Balance$222,668$153,799▼ $68,869

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,778$3,398$7,176
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Nirali ChakrabortyDirector of Research & TechnicFT$104,750$104,750
Andrea M SprockettChief Operating OfficerFT$86,667$86,667
Malabika SarkerBoard Member-$10,000$10,000
Revenue and Support

Revenue Composition

Contributions and Grants
$610,000
Program Service Revenue
$22,500
Investment Income
$2,188
Other Revenue
$0
All Other Contributions
$610,000
Change in Net Assets
$-68,853
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$388,585
Other Expenses$314,956
Total Fundraising Expense$40,992
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$249,139$47,758$34,935$331,832
Fees for Services Management$214,243--$214,243
Travel$54,532--$54,532
Payroll Taxes$20,705$4,042$2,957$27,704
Other Employee Benefits$14,425$2,816$2,060$19,301
Occupancy$14,333--$14,333
Pension Plan Contributions$7,286$1,422$1,040$9,748
Conferences and Meetings$9,120$402-$9,522
Office Expenses$6,964$1,413-$8,377
Fees for Services Accounting-$6,882-$6,882
Information Technology$3,563$260-$3,823
Depreciation Depletion$1,703--$1,703
Insurance-$1,353-$1,353
Advertising$867--$867
Other Expenses$990$10-$10
All Other Expenses$5,447$-8,920-$-3,473
Total Functional Expenses$603,317$59,232$40,992$703,541
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
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
No

Governance Explanations

Form 990 Part VI, Line 11B

Chief operating officer reviews the 990 prepared by the organization's outside cpa and discusses any changes and corrections prior to filing the final return with the irs.

PART VI, LINE 19:

The organization's governing documents, conflict of interest policy and financial statements are available for public inspection at the filer's office.

Part VI, Line 15

The executive committee establishes compensation for the ceo/executive director initially and via annual review.

Filing and Contact Details

Filer

Filer Name
Metrics for Management
EIN
47-1895783
In Care Of
% ANDREA SPROCKETT
Phone
5109868955
Address
1330 BROADWAY SUITE 1135, OAKLAND, CA 94612

Signing Officer

Name
Dominic Montagu
Title
CEO
Phone
4155978214
Signed
2017-06-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dominic Montagu
Formed
2014
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
5

Preparer

Firm
Ghiasi & Company
Address
2 EMBARCADERO CENTER SUITE 1650, SAN FRANCISCO, CA 94111
Preparer
Kamran Ghiasi
Phone
4153959500
Raw XML AppendixShowing 400 of 427 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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IRS990/ProgSrvcAccomActy2Grp/Desc0To improve program management, service delivery, and health outcomes by making it easy for programs to assess client wealth distribution.
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IRS990/ProgSrvcAccomActy3Grp/Desc0To optimize resource use and minimize patient discomfort and wait times through better management of hospital and/or clinic operations.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0116810
IRS990/ProgSrvcAccomActyOtherGrp/Desc0FAMILY PLANNING SERVICES
IRS990/ProgSrvcAccomActyOtherGrp/Desc1MATERNAL HEALTH
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0120981
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt122781
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0500000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01064
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0257465
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0120678
IRS990/PYSalariesCompEmpBnftPaidAmt0122921
IRS990/PYTotalExpensesAmt0380386
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0501064
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-68853
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0222652
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0153799
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0610000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0500000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0115000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01225000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01225000
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0610000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0500000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0115000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01225000
IRS990ScheduleA/TotalSupportAmt01225000
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt03778
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03398
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07176
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03778
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHIEF OPERATING OFFICER REVIEWS THE 990 PREPARED BY THE ORGANIZATION'S OUTSIDE CPA AND DISCUSSES ANY CHANGES AND CORRECTIONS PRIOR TO FILING THE FINAL RETURN WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE FILER'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE COMMITTEE ESTABLISHES COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR INITIALLY AND VIA ANNUAL REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 15
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0222668
IRS990/TotalAssetsEOYAmt0153799
IRS990/TotalAssetsGrp/BOYAmt0222668
IRS990/TotalAssetsGrp/EOYAmt0153799
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0610000
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt040992
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt059232
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0603317
IRS990/TotalFunctionalExpensesGrp/TotalAmt0703541
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt016
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt016
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0222652
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0153799
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0143762
IRS990/TotalProgramServiceExpensesAmt0603317
IRS990/TotalProgramServiceRevenueAmt022500
IRS990/TotalReportableCompFromOrgAmt0201417
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt024688
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0634688
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0222668
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0153799
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt054532
IRS990/TravelGrp/TotalAmt054532
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01330 BROADWAY SUITE 1135
IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094612
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.M4MGMT.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOMINIC MONTAGU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04155978214
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0METRICS FOR MANAGEMENT

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