Civic Intelligence

The Interventional Initiative

990 • Fiscal year 2019 • EIN 47-3868331

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

4400 Keller Avenue No 195Oakland, CA 94605

(510) 542-9247

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

31st percentile

-4.7%

Higher net margin than 31% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-55%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$71,527

Up $7,505 (+12%) from 2018

Net Assets

Up

$71,527

Up $7,505 (+12%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$31,676

Down $39,389 (-55%) from 2018

Expenses

Down

$33,176

Down $76,306 (-70%) from 2018

Net Income

Up

-$1,500

Up $36,917 (+96%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$71,527
Liabilities$0
Net Assets$71,527

Operations Trend

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

2019

Revenue$31,676
Expenses$33,176
Net Income-$1,500
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$31,676
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
Rtn Earn Endowment Incm Other Fnds$64,022$71,527▲ $7,505
Cash and Non-Interest-Bearing Accounts$60,598$65,185▲ $4,587
Investments in Publicly Traded Securities$3,424$6,342▲ $2,918
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$64,022$71,527▲ $7,505
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$64,022$71,527▲ $7,505
Total Liabilities and Net Assets / Fund Balance$64,022$71,527▲ $7,505
Compensation and Service Providers

Board Members and Trustees

NameTitle
Isabel Newton MdChair, Secretary
E Brooke Spencer MdVice Chair
Susan Jackson MbaCEO, Director
Darren KlassDirector
Margaret Simor MsnTreasurer, Director
Revenue and Support

Revenue Composition

Contributions and Grants
$30,374
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$1,302
All Other Contributions
$30,374
Change in Net Assets
$-1,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,176
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$25,732--$25,732
Advertising$2,273--$2,273
Travel$2,100--$2,100
Information Technology$1,478--$1,478
Fees for Services Accounting-$971-$971
Office Expenses-$61-$61
Other Expenses-$17-$17
Total Functional Expenses$31,583$1,593$0$33,176
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
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
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 11B

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 officer 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
4400 KELLER AVENUE NO 195, OAKLAND, CA 94605

Signing Officer

Name
Susan Jackson
Title
Treasurer
Phone
5105429247
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Jackson
Formed
2015
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
80

Preparer

Firm
Rgp Llp
Address
3478 BUSKIRK AVE STE 308, PLEASANT HILL, CA 94523
Preparer
Ward S Pynn
Phone
9259540100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional services: program service expenses 25,732. Management and general expenses 0. Fundraising expenses 0. Total expenses 25,732.

FORM 990, PART XI, LINE 9:

Prior period adjustment - biocompatibles grant 6,000. Prior period adjustment - paypal 85.

Raw XML Appendix330 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/ActivityOrMissionDesc0OUR GOAL IS TO EDUCATE THE GENERAL PUBLIC ABOUT MINIMALLY INVASIVE, IMAGE GUIDED PROCEDURES (MIPS) THAT CAN BE PERFORMED BY DEDICATED PHYSICIANS.
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER, DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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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 OFFICER 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/ExplanationTxt4PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 25,732. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,732.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRIOR PERIOD ADJUSTMENT - BIOCOMPATIBLES GRANT 6,000. PRIOR PERIOD ADJUSTMENT - PAYPAL 85.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt064022
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt071527
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt02100
IRS990/TravelGrp/TotalAmt02100
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04400 KELLER AVENUE NO 195
IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094605
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.THEII.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05105429247
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE INTERVENTIONAL INITIATIVE
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0473868331
ReturnHeader/Filer/PhoneNum05105429247
ReturnHeader/Filer/USAddress/AddressLine1Txt04400 KELLER AVENUE NO 195
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094605
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B6096F87B46A25099D8C8C359DCC82C8EFC4DA85
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00534BED70A7CDE777EFF2DCB6BC7C2F5F19178D5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:19:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810742089
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RGP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03478 BUSKIRK AVE STE 308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094523
ReturnHeader/PreparerPersonGrp/PhoneNum09259540100
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WARD S PYNN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-16T10:24:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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