Civic Intelligence

The Interventional Initiative

990 • Fiscal year 2021 • EIN 47-3868331

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 12, 2022

Organization ProfileWWW.THEII.ORG
160 Alamo Plaza 896Alamo, CA 94507

(925) 640-7522

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

92nd percentile

65%

Higher net margin than 92% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

94th percentile

205%

Faster asset growth than 94% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

100th percentile

8606%

Faster revenue growth than 100% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$228,970

Up $153,891 (+205%) from 2020

Net Assets

Up

$228,970

Up $153,891 (+205%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin92nd percentile

Revenue

Up

$231,749

Up $229,087 (+8606%) from 2020

Expenses

Up

$82,216

Up $78,144 (+1919%) from 2020

Net Income

Up

$149,533

Up $150,943 (+10705%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

2021

Assets$228,970
Liabilities$0
Net Assets$228,970
Open 2021 Filing

Operations Trend

Revenue Growth100th percentile

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

2021

Revenue$231,749
Expenses$82,216
Net Income$149,533
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 12, 2022
Return Version
2021v4.2
Gross Receipts
$231,749
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$75,079$228,970▲ $153,891
Cash and Non-Interest-Bearing Accounts$63,865$214,054▲ $150,189
Investments in Publicly Traded Securities$11,214$14,916▲ $3,702
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$75,079$228,970▲ $153,891
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$75,079$228,970▲ $153,891
Total Liabilities and Net Assets / Fund Balance$75,079$228,970▲ $153,891
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$231,311
Program Service Revenue
$0
Investment Income
$73
Other Revenue
$365
All Other Contributions
$231,311
Change in Net Assets
$149,533
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$82,216
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$46,300--$46,300
Advertising$22,111--$22,111
Travel$7,323--$7,323
Fees for Services Accounting-$2,918-$2,918
Information Technology$2,487--$2,487
Other Expenses-$175-$175
Office Expenses-$129-$129
Total Functional Expenses$78,221$3,995$0$82,216
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
9256407522
Address
160 ALAMO PLAZA 896, ALAMO, CA 94507

Signing Officer

Name
Margaret Simor
Title
Treasurer
Phone
9256407522
Signed
2022-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Jackson
Formed
2015
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

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 46,300. Management and general expenses 0. Fundraising expenses 0. Total expenses 46,300.”

FORM 990, PART XI, LINE 9:

“Prior period adjustment 4,358.”

Raw XML Appendix341 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/TitleTxt0CHAIR, SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CEO, DIRECTOR
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 46,300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRIOR PERIOD ADJUSTMENT 4,358.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
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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/TotalAssetsGrp/EOYAmt0228970
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0231311
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03995
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt078221
IRS990/TotalFunctionalExpensesGrp/TotalAmt082216
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt078221
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0438
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0231749
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt075079
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0228970
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt07323
IRS990/TravelGrp/TotalAmt07323
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/CityNm0ALAMO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094507
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.THEII.ORG
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET SIMOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09256407522
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE INTERVENTIONAL INITIATIVE
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0473868331
ReturnHeader/Filer/PhoneNum09256407522
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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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/PreparationDt02022-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WARD S PYNN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-15T14:47:54-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARGARET
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMOR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$228,970
Liabilities
$0
Net assets
$228,970
Revenue
$231,749
Expenses
$82,216
Net income
$149,533
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