Civic Intelligence

Metrics for Management

990 • Fiscal year 2019 • EIN 47-1895783

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 15, 2020

823 Mendocino AvenueBerkeley, CA 94707

(510) 986-8955

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

83rd percentile

$146,488

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

97th percentile

147%

Faster asset growth than 97% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

29%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$859,616

Up $511,659 (+147%) from 2018

Net Assets

Up

$859,540

Up $511,583 (+147%) from 2018

Liabilities

Up

$76

Up $76 from 2018

Revenue

Up

$1,731,385

Up $392,161 (+29%) from 2018

Expenses

Up

$1,316,990

Up $216,443 (+20%) from 2018

Net Income

Up

$414,395

Up $175,718 (+74%) from 2018

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

2019

Assets$859,616
Liabilities$76
Net Assets$859,540

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

2019

Revenue$1,731,385
Expenses$1,316,990
Net Income$414,395
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 15, 2020
Return Version
2019v5.1
Gross Receipts
$1,731,385
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$347,957$859,540▲ $511,583
Investments in Publicly Traded Securities$115,307$538,141▲ $422,834
Cash and Non-Interest-Bearing Accounts$230,209$319,248▲ $89,039
Land, Buildings, and Equipment, Net$1,241$1,027▼ $214
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
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$347,957$859,616▲ $511,659
Other Assets Total$1,200$1,200→ $0
Liabilities
Other Liabilities$0$76▲ $76
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$76▲ $76
Net Assets / Fund Balance
Total Net Assets Fund Balance$347,957$859,540▲ $511,583
Total Liabilities and Net Assets / Fund Balance$347,957$859,616▲ $511,659

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,027$6,774$7,801
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Nirali ChakrabortyDirector of Research & TechnicFT$146,488$146,488
Andrea M SprockettChief Operating OfficerFT$112,925$112,925
Revenue and Support

Revenue Composition

Contributions and Grants
$1,689,198
Program Service Revenue
$31,621
Investment Income
$10,566
Other Revenue
$0
All Other Contributions
$1,689,198
Change in Net Assets
$414,395
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$811,581
Salaries, Compensation, and Employee Benefits$505,409
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$733,952$5,563-$739,515
Other Salaries and Wages$343,228$97,678$0$440,906
Payroll Taxes$33,920$9,653-$43,573
Travel$18,239$11,758-$29,997
Other Employee Benefits$12,760$3,632-$16,392
Occupancy-$15,610-$15,610
Fees for Services Accounting-$7,391-$7,391
Conferences and Meetings$5,551--$5,551
Pension Plan Contributions$3,533$1,005-$4,538
Insurance-$3,892-$3,892
Office Expenses$669$2,007-$2,676
Depreciation Depletion-$839-$839
Advertising-$747-$747
Information Technology$66$210-$276
Other Expenses$1,074$10-$10
Total Functional Expenses$1,156,066$160,924$0$1,316,990
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Liability$76
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 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
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
% DOMINIC MONTAGU
Phone
5109868955
Address
823 MENDOCINO AVENUE, BERKELEY, CA 94707

Signing Officer

Name
Dominic Montagu
Title
CEO
Phone
4155978214
Signed
2020-06-15
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Ghiasi & Company
Address
591 REDWOOD HWY SUITE 2300, MILL VALLEY, CA 94941
Preparer
Kamran Ghiasi
Phone
4153959500
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 24 - Other Expenses

Description:fees & licenses total expenses:150 management and general:150

Form 990 Part IX Line 24 - Other Expenses

Description:continuing education total expenses:28 management and general:28

Form 990 Part IX Line 24 - Other Expenses

Description:contract services total expenses:739337 program services:733952 management and general:5385

Raw XML AppendixShowing 400 of 443 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/ProgSrvcAccomActy3Grp/ExpenseAmt0110134
IRS990/ProgSrvcAccomActyOtherGrp/Desc0IMPACT
IRS990/ProgSrvcAccomActyOtherGrp/Desc1PROGRAM SERVICES - GENERAL
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0116719
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0562900
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt025800
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt1750
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01312560
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-3408
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0601081
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt030072
IRS990/PYRevenuesLessExpensesAmt0238677
IRS990/PYSalariesCompEmpBnftPaidAmt0499466
IRS990/PYTotalExpensesAmt01100547
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01339224
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0414395
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0347957
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0859540
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01713998
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01342032
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0600000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0610000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0500000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04766030
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt04766030
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01713998
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01342032
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0600000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0610000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0500000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04766030
IRS990ScheduleA/TotalSupportAmt04766030
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/BookValueAmt01027
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06774
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07801
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt076
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD LIABILITY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01027
IRS990ScheduleD/TotalLiabilityAmt076
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/ExplanationTxt3DESCRIPTION:FEES & LICENSES TOTAL EXPENSES:150 MANAGEMENT AND GENERAL:150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION:CONTINUING EDUCATION TOTAL EXPENSES:28 MANAGEMENT AND GENERAL:28
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION:CONTRACT SERVICES TOTAL EXPENSES:739337 PROGRAM SERVICES:733952 MANAGEMENT AND GENERAL:5385
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART IX LINE 24 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART IX LINE 24 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART IX LINE 24 - OTHER EXPENSES
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0347957
IRS990/TotalAssetsEOYAmt0859616
IRS990/TotalAssetsGrp/BOYAmt0347957
IRS990/TotalAssetsGrp/EOYAmt0859616
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01689198
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0160924
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01156066
IRS990/TotalFunctionalExpensesGrp/TotalAmt01316990
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt076
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt076
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0347957
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0859540
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0116719
IRS990/TotalOtherProgSrvcGrantAmt0562900
IRS990/TotalOtherProgSrvcRevenueAmt026550
IRS990/TotalProgramServiceExpensesAmt01156066
IRS990/TotalProgramServiceRevenueAmt031621
IRS990/TotalReportableCompFromOrgAmt0259413
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt042187
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01731385
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0347957
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0859616
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt011758
IRS990/TravelGrp/ProgramServicesAmt018239
IRS990/TravelGrp/TotalAmt029997
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00

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