Civic Intelligence

The Interventional Initiative

990 • Fiscal year 2024 • EIN 47-3868331

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 13, 2025

Organization ProfileWWW.THEII.ORG
2108 N St Ste NSacramento, CA 95816

(925) 640-7522

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$255,933

Flat from 2024

Net Assets

Flat

$255,933

Flat from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses

Revenue

Flat

$121,826

Flat from 2024

Expenses

Flat

$42,180

Flat from 2024

Net Income

Flat

$79,646

Flat from 2024

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: $255,9332024Assets 2024: $255,933Liabilities 2024: $0Net Assets 2024: $255,9332024

Highlighted filing

2024

Assets$255,933
Liabilities$0
Net Assets$255,933
Open 2024 Filing

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: $79,6462024Revenue 2024: $121,826Expenses 2024: $42,180Net Income 2024: $79,6462024

Highlighted filing

2024

Revenue$121,826
Expenses$42,180
Net Income$79,646
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$121,826
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$175,979$255,933▲ $79,954
Cash and Non-Interest-Bearing Accounts$159,860$233,441▲ $73,581
Investments in Publicly Traded Securities$16,119$22,492▲ $6,373
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$175,979$255,933▲ $79,954
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$175,979$255,933▲ $79,954
Total Liabilities and Net Assets / Fund Balance$175,979$255,933▲ $79,954
Compensation and Service Providers

Board Members and Trustees

NameTitle
Isabel Newton Md PhdChair, Acting CEO
Aneesa Majid Md MbaVice Chair
Eric Keller Md MbaSecretary, Director
Margaret Simor MsnTreasurer, Director
Revenue and Support

Revenue Composition

Contributions and Grants
$120,466
Program Service Revenue
$0
Investment Income
$83
Other Revenue
$1,277
All Other Contributions
$120,466
Change in Net Assets
$79,646
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$42,180
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$28,185--$28,185
Advertising$3,074--$3,074
Travel$1,459--$1,459
Other Expenses$1,257--$1,257
All Other Expenses-$263-$263
Office Expenses-$76-$76
Total Functional Expenses$41,841$339$0$42,180
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
2108 N ST STE N, SACRAMENTO, CA 95816

Signing Officer

Name
Eric Keller
Title
Treasurer
Phone
9256407522
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Isabel Newton
Formed
2015
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
6

Preparer

Firm
Rgp Llp
Address
3478 BUSKIRK AVE STE 308, PLEASANT HILL, CA 94523
Preparer
Steven Palmer
Phone
9259540100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional services: program service expenses 28,185. Management and general expenses 0. Fundraising expenses 0. Total expenses 28,185.”

FORM 990, PART XI, LINE 9:

“Prior period adjustment 308.”

Raw XML Appendix329 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/TitleTxt2SECRETARY, DIRECTOR
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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 28,185. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,185.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRIOR PERIOD ADJUSTMENT 308.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.THEII.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC KELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09256407522
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE INTERVENTIONAL INITIATIVE
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0473868331
ReturnHeader/Filer/PhoneNum09256407522
ReturnHeader/Filer/USAddress/AddressLine1Txt02108 N ST STE N
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095816
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN PALMER
ReturnHeader/ReturnTs02025-11-14T11:12:23-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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Filings

Displayed year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$255,933
Liabilities
$0
Net assets
$255,933
Revenue
$121,826
Expenses
$42,180
Net income
$79,646
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.00$2.56$1.22$0.42$0.80
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