Civic Intelligence

Metrics for Management

990 • Fiscal year 2022 • EIN 47-1895783

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 29, 2024

823 Mendocino AvenueBerkeley, CA 94707

(410) 417-8730

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$1,151,337

Down $457,236 (-28%) from 2021

Net Assets

Up

$1,151,245

Up $728,195 (+172%) from 2021

Liabilities

Down

$92

Down $1,185,431 (-100%) from 2021

Revenue And Expenses

Revenue

Up

$889,967

Up $111,403 (+14%) from 2021

Expenses

Up

$1,103,506

Up $326,867 (+42%) from 2021

Net Income

Down

-$213,539

Down $215,464 (-11193%) from 2021

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 2022: $1,151,337Liabilities 2022: $92Net Assets 2022: $1,151,2452022Assets 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

2022

Assets$1,151,337
Liabilities$92
Net Assets$1,151,245

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 2022: $889,967Expenses 2022: $1,103,506Net Income 2022: -$213,5392022Revenue 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

2022

Revenue$889,967
Expenses$1,103,506
Net Income-$213,539
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 29, 2024
Return Version
2022v5.0
Gross Receipts
$1,172,433
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,570,412$997,443▼ $572,969
Savings and Temporary Cash Investments$29,866$114,426▲ $84,560
Cash and Non-Interest-Bearing Accounts$6,915$33,971▲ $27,056
Land, Buildings, and Equipment, Net$180$4,297▲ $4,117
Total Assets$1,608,573$1,151,337▼ $457,236
Other Assets Total$1,200$1,200→ $0
Liabilities
Other Liabilities$523$92▼ $431
Total Liabilities$523$92▼ $431
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,598,050$1,151,245▼ $446,805
Net Assets With Donor Restrictions$10,000$0▼ $10,000
Total Net Assets Fund Balance$1,608,050$1,151,245▼ $456,805
Total Liabilities and Net Assets / Fund Balance$1,608,573$1,151,337▼ $457,236

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,297$6,189$10,486
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nirali ChakabortyDirector of Research & TecFT$189,393$6,796$196,189
Andrea SprockettChief Operating OfficerFT$137,483$13,125$150,608
Andrew CorleyGlobal Health Research AssociateFT$108,114$10,643$118,757
Dominic MontaguChief Executive OfficerFT-$44,278$44,278

Board Members and Trustees

NameTitle
Alix FaddoulBoard Member
BARBARA O'HANLONBoard Member
Kim LongfieldBoard Member
Lynn SibleyBoard Member
Tryphine ZuluBoard Member
Onikepe OwolabiSecretary
Alex ErgoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$380,773
Program Service Revenue
$426,264
Investment Income
$82,930
Other Revenue
$0
All Other Contributions
$380,773
Change in Net Assets
$-213,539
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$663,960
Other Expenses$416,546
Total Fundraising Expense$82,789
Grants and Similar Amounts Paid$23,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$291,593$57,271$42,210$391,074
Fees for Services Other$241,884$36,712$43,959$322,555
Other Salaries and Wages$200,793$18,127$-7,062$211,858
Payroll Taxes$29,709$7,992$2,345$40,046
Travel$16,654$6,175$402$23,231
Foreign Grants$23,000--$23,000
Office Expenses$12,189$3,413-$15,602
Occupancy$12,008$2,120$992$15,120
Other Employee Benefits$11,913$902$-16$12,799
Fees for Services Accounting-$10,380-$10,380
Pension Plan Contributions$7,876$458$-151$8,183
Information Technology$1,940$3,468-$5,408
Insurance-$4,498-$4,498
Fees for Service Investment Mgmnt Fees-$4,231-$4,231
Conferences and Meetings$3,021$600-$3,621
Depreciation Depletion-$1,119-$1,119
Advertising-$1,072-$1,072
Other Expenses$16$378$110$394
All Other Expenses$100$20-$120
Total Functional Expenses$860,334$160,383$82,789$1,103,506
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Expense Reimbursements$92
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, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 15

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

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Metrics for Management
EIN
47-1895783
Phone
4104178730
Address
823 MENDOCINO AVENUE, BERKELEY, CA 94707

Signing Officer

Name
Dominic Montagu
Title
CEO
Phone
4104178730
Signed
2024-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dominic Montagu
Formed
2014
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
7
Employees
5
Volunteers
0

Preparer

Firm
Richardson & Company Llp
Address
550 HOWE AVENUE SUITE 210, SACRAMENTO, CA 95825
Preparer
Curt Jenson
Phone
9165648727
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consultants: program service expenses 216,069. Management and general expenses 36,168. Fundraising expenses 43,959. Total expenses 296,196. Outside contract services: program service expenses 25,815. Management and general expenses 544. Fundraising expenses 0. Total expenses 26,359.

Amended Return Explanation

Part iii, line 4a - revised reporting of program service accomplishments for the three largest program services, as measured by expenses. Part vii, section a - added board members and additional officers and their compensation. Revised compensation for the previously reported officers and key employees. Part viii, line 1f - removed $287,000 of contributions which were reported in the previous year's return. Part viii, line 3 - moved interest income to column d. Part ix - revised classification of functional expenses. Part x - moved $898,000 of deferred revenue to net assets. Part xi - revised reporting of revenues and unrealized gains on investments. Schedule a, part ii - revised contributions and investment income. Also, added computation of public support percentage. Schedule b, part i - removed a donor who made donation in the previous year. Also, revised donation amount for a donor. Schedule d, part vi - revised equipment basis information. Schedule f - added research grants paid. Schedule j - revised compensation amounts.

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IRS990/OtherExpensesGrp/Desc1PAYROLL SERVICE / HR FE
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3MISC. EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0110
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0600
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1677
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2170
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3378
IRS990/OtherExpensesGrp/ProgramServicesAmt04742
IRS990/OtherExpensesGrp/ProgramServicesAmt12271
IRS990/OtherExpensesGrp/ProgramServicesAmt2625
IRS990/OtherExpensesGrp/ProgramServicesAmt316
IRS990/OtherExpensesGrp/TotalAmt05342
IRS990/OtherExpensesGrp/TotalAmt13058
IRS990/OtherExpensesGrp/TotalAmt2795
IRS990/OtherExpensesGrp/TotalAmt3394
IRS990/OtherLiabilitiesGrp/BOYAmt0523
IRS990/OtherLiabilitiesGrp/EOYAmt092
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0-7062
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018127
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0200793
IRS990/OtherSalariesAndWagesGrp/TotalAmt0211858
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02345
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07992
IRS990/PayrollTaxesGrp/ProgramServicesAmt029709
IRS990/PayrollTaxesGrp/TotalAmt040046
IRS990/PensionPlanContributionsGrp/FundraisingAmt0-151
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0458
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07876
IRS990/PensionPlanContributionsGrp/TotalAmt08183
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DOMINIC MONTAGU
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0426264
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0426264
IRS990/ProgSrvcAccomActy2Grp/Desc0EQUITY SEEKS TO IMPROVE PROGRAM MANAGEMENT, SERVICE DELIVERY, AND HEALTH OUTCOMES BY MAKING IT EASY FOR PROGRAMS TO ASSESS CLIENT WEALTH DISTRIBUTION. THE EQUITYTOOL ENABLES PROGRAMS TO RAPIDLY EVALUATE THEIR EFFECTIVENESS AT REACHING THEIR TARGET POPULATION. THE ASSET TO INCOME ESTIMATOR (A2IE) ALLOWS COMPARISON OF HOW MUCH AN INDIVIDUAL OR HOUSEHOLD MAKES PER DAY, MONTH OR YEAR IN OVER 55 LOW- AND MIDDLE- INCOME COUNTRIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0150459
IRS990/ProgSrvcAccomActy2Grp/GrantAmt023000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt036600
IRS990/ProgSrvcAccomActy3Grp/Desc0THE IMPACT OF AN ORGANIZATION'S SERVICES IS AN IMPORTANT COMPONENT OF UNDERSTANDING HOW TO IMPROVE SERVICE DELIVERY AND THE OVERALL HEALTH OF PATIENTS. THIS METRIC FOCUSES ON ADDITIONALITY AND HEALTH IMPACT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0280570
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0389664
IRS990/ProgSrvcAccomActyOtherGrp/Desc0EFFICIENCY SEEKS TO MEASURE THE EFFICIENCY OF PROGRAMS, SERVICES DELIVERED, AND GENERAL OPERATIONS ALLOWING FOR INCREASED EFFECTIVENESS. THIS METRIC FOCUSES ON COST EFFECTIVENESS, PATIENT FLOW ANALYSIS, AND SUSTAINABILITY.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt011691
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0150189
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt015000
IRS990/PYInvestmentIncomeAmt045218
IRS990/PYOtherExpensesAmt0324572
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0243157
IRS990/PYRevenuesLessExpensesAmt0-338075
IRS990/PYSalariesCompEmpBnftPaidAmt0437067
IRS990/PYTotalExpensesAmt0776639
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0438564
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-213539
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt029866
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0114426
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0380773
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0150189
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01753500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01689198
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01312560
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05286220
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033300
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt029102
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt041708
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010566
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04042
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0118718
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0938234
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97800
IRS990ScheduleA/PublicSupportPY170Pct00.98430
IRS990ScheduleA/PublicSupportTotal170Amt05286220
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0380773
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0150189
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01753500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01689198
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01312560
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05286220
IRS990ScheduleA/TotalSupportAmt05404938
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/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt04297
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06189
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010486
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt092
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EXPENSE REIMBURSEMENTS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04297
IRS990ScheduleD/TotalLiabilityAmt092
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt013000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt0EFT
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt02
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt0SUB-SAHARAN AFRICA
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt0RESEARCH AWARD
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt010000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0EFT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0RESEARCH AWARD
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III ACCOUNTING METHOD:
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0189393

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