Civic Intelligence

The Interventional Initiative

990 • Fiscal year 2015 • EIN 47-3868331

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 16, 2016

Organization ProfileWWW.THEII.ORG
4100 Redwood Road No 10Oakland, CA 94619

(510) 542-9247

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

$32,329

No earlier filing loaded for comparison.

Net Assets

$32,329

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin81st percentile

Revenue

$129,900

No earlier filing loaded for comparison.

Expenses

$97,571

No earlier filing loaded for comparison.

Net Income

$32,329

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2015: $32,329Liabilities 2015: $0Net Assets 2015: $32,3292015Assets 2016: $74,955Liabilities 2016: $0Net Assets 2016: $74,9552016Assets 2017: $98,288Liabilities 2017: $0Net Assets 2017: $98,2882017Assets 2018: $64,022Liabilities 2018: $0Net Assets 2018: $64,0222018Assets 2019: $71,527Liabilities 2019: $0Net Assets 2019: $71,5272019Assets 2020: $75,079Liabilities 2020: $0Net Assets 2020: $75,0792020Assets 2021: $228,970Liabilities 2021: $0Net Assets 2021: $228,9702021Assets 2022: $153,284Liabilities 2022: $0Net Assets 2022: $153,2842022Assets 2023: $175,979Liabilities 2023: $0Net Assets 2023: $175,9792023Assets 2024: $255,933Liabilities 2024: $0Net Assets 2024: $255,9332024

Highlighted filing

2015

Assets$32,329
Liabilities$0
Net Assets$32,329
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2015: $129,900Expenses 2015: $97,571Net Income 2015: $32,3292015Revenue 2016: $121,419Expenses 2016: $78,793Net Income 2016: $42,6262016Revenue 2017: $138,834Expenses 2017: $105,866Net Income 2017: $32,9682017Revenue 2018: $71,065Expenses 2018: $109,482Net Income 2018: -$38,4172018Revenue 2019: $31,676Expenses 2019: $33,176Net Income 2019: -$1,5002019Revenue 2020: $2,662Expenses 2020: $4,072Net Income 2020: -$1,4102020Revenue 2021: $231,749Expenses 2021: $82,216Net Income 2021: $149,5332021Revenue 2022: $21,746Expenses 2022: $90,085Net Income 2022: -$68,3392022Revenue 2023: $158,053Expenses 2023: $140,208Net Income 2023: $17,8452023Revenue 2024: $121,826Expenses 2024: $42,180Net Income 2024: $79,6462024

Highlighted filing

2015

Revenue$129,900
Expenses$97,571
Net Income$32,329
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 16, 2016
Return Version
2015v2.1
Gross Receipts
$129,900
Mission and Program Overview

Mission

The mission of the organization is to educate the general public about minimally invasive, image-guided procedures (mips) that can be performed by qualified dedicated physicians.

Our goal is to educate the general public about minimally invasive, image guided procedures (mips) that can be performed by dedicated physicians.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$0$32,329▲ $32,329
Rtn Earn Endowment Incm Other Fnds$0$32,329▲ $32,329
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$32,329▲ $32,329
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$32,329▲ $32,329
Total Liabilities and Net Assets / Fund Balance$0$32,329▲ $32,329
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Isabel Newton MdChair
E Brooke Spencer MdVice Chair
Susan Jackson MbaCEO, Director
Akhilesh Sista MdDirector
Darren Klass MdDirector
David Lopresti MdDirector
Margaret Simor MsnTreasurer, Director
Revenue and Support

Revenue Composition

Contributions and Grants
$129,625
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$275
All Other Contributions
$129,625
Change in Net Assets
$32,329
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$97,571
Total Fundraising Expense$2,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$6,956--$6,956
Office Expenses$3,620--$3,620
Fees for Services Other$3,500--$3,500
Information Technology$1,943--$1,943
Other Expenses$2,300$1,304$2,500$1,304
All Other Expenses$807--$807
Total Functional Expenses$93,767$1,304$2,500$97,571
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
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
No
Conflict-of-interest policy
No
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 8B

“The organization's committees consist of individuals from many locations. Meetings are held by telephone and through email. Tasks are identified and followed up. No formal minutes in the traditional sense are maintained.”

Form 990, Part VI, Section B, Line 11

“A draft of the form 990 is provided to the chair, the ceo and the treasurer for review. Following review, the final version is provided to the full board to review prior to an officer signing the return.”

Form 990, Part VI, Section B, Line 15A

“Compensation for the chief executive office will be considered and recommended by the finance committee and submitted to the full board, exclusive of the ceo, for approval in a closed session. Comparability data will be used to help determine salary ranges.”

Form 990, Part VI, Section C, Line 19

“The organization will make its governing documents and form 990 available upon written request.”

Filing and Contact Details

Filer

Filer Name
The Interventional Initiative
EIN
47-3868331
Phone
5105429247
Address
4100 REDWOOD ROAD NO 10, OAKLAND, CA 94619

Signing Officer

Name
Susan Jackson
Title
CEO
Phone
5105429247
Signed
2016-08-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Jackson
Formed
2015
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
25

Preparer

Firm
Rgp Llp
Address
1340 TREAT BLVD STE 525, WALNUT CREEK, CA 94597
Preparer
Ward S Pynn
Phone
9259540100
Supplemental Narrative

Financial Statement Notes

Schedule D, Part IX, Line 1, Other Assets

“The organization is in the process of funding a documentary that will describe mips in such a way that the general public will gain a much better understanding of the benefits to minimally invasive surgery.”

Raw XML Appendix315 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/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6CEO, DIRECTOR
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IRS990/MissionDesc0THE MISSION OF THE ORGANIZATION IS TO EDUCATE THE GENERAL PUBLIC ABOUT MINIMALLY INVASIVE, IMAGE-GUIDED PROCEDURES (MIPS) THAT CAN BE PERFORMED BY QUALIFIED DEDICATED PHYSICIANS.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS IN THE PROCESS OF FUNDING A DOCUMENTARY THAT WILL DESCRIBE MIPS IN SUCH A WAY THAT THE GENERAL PUBLIC WILL GAIN A MUCH BETTER UNDERSTANDING OF THE BENEFITS TO MINIMALLY INVASIVE SURGERY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S COMMITTEES CONSIST OF INDIVIDUALS FROM MANY LOCATIONS. MEETINGS ARE HELD BY TELEPHONE AND THROUGH EMAIL. TASKS ARE IDENTIFIED AND FOLLOWED UP. NO FORMAL MINUTES IN THE TRADITIONAL SENSE ARE MAINTAINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE FORM 990 IS PROVIDED TO THE CHAIR, THE CEO AND THE TREASURER FOR REVIEW. FOLLOWING REVIEW, THE FINAL VERSION IS PROVIDED TO THE FULL BOARD TO REVIEW PRIOR TO AN OFFICER SIGNING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION FOR THE CHIEF EXECUTIVE OFFICE WILL BE CONSIDERED AND RECOMMENDED BY THE FINANCE COMMITTEE AND SUBMITTED TO THE FULL BOARD, EXCLUSIVE OF THE CEO, FOR APPROVAL IN A CLOSED SESSION. COMPARABILITY DATA WILL BE USED TO HELP DETERMINE SALARY RANGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS AND FORM 990 AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TravelGrp/TotalAmt06956
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04100 REDWOOD ROAD NO 10
IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094619
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.THEII.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05105429247
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE INTERVENTIONAL INITIATIVE
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0473868331
ReturnHeader/Filer/PhoneNum05105429247
ReturnHeader/Filer/USAddress/AddressLine1Txt04100 REDWOOD ROAD NO 10
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094619
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810742089
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RGP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01340 TREAT BLVD STE 525
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094597
ReturnHeader/PreparerPersonGrp/PhoneNum09259540100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WARD S PYNN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-17T12:13:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-04-21
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,329
Liabilities
$0
Net assets
$32,329
Revenue
$129,900
Expenses
$97,571
Net income
$32,329
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$1.22$0.42$0.80
2023Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$1.58$1.40$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.22$0.90$0.68
2021Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$2.32$0.82$1.50
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.03$0.04$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.32$0.33$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.71$1.09$0.38
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.39$1.06$0.33
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$1.21$0.79$0.43
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.30$0.98$0.32