Civic Intelligence

Embarcadero Institute

990EZ • Fiscal year 2018 • EIN 47-4162029

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 06, 2019

Organization Profilewww.embarcaderoinstitute.com
PO Box 203Palo Alto, CA 94302

(415) 385-0917

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

53rd percentile

4.7%

Higher net margin than 53% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

$16,551

No earlier filing loaded for comparison.

Net Assets

$16,551

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin53rd percentile

Revenue

$110,000

No earlier filing loaded for comparison.

Expenses

$104,779

No earlier filing loaded for comparison.

Net Income

$5,221

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.

$150K$100K$50K$0Assets 2018: $16,551Liabilities 2018: $0Net Assets 2018: $16,5512018Assets 2020: $106,864Net Assets 2020: $106,8642020Assets 2024: $86,794Liabilities 2024: $0Net Assets 2024: $86,7942024

Highlighted filing

2018

Assets$16,551
Liabilities$0
Net Assets$16,551
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2018: $110,000Expenses 2018: $104,779Net Income 2018: $5,2212018Revenue 2020: $100,856Expenses 2020: $27,728Net Income 2020: $73,1282020Revenue 2024: $25Expenses 2024: $276Net Income 2024: -$2512024

Highlighted filing

2018

Revenue$110,000
Expenses$104,779
Net Income$5,221
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 6, 2019
Return Version
2018v3.1
Gross Receipts
$110,000
Mission and Program Overview

Mission

To Provide data-driven analysis and research on topics that relate to local and state housing and transportation policy and distribute findings to the public, local councilors and state legislators.

Program Services

DescriptionGrantsExpenses
Created a local newsletter - Palo Alto Matters - that provided in depth coverage of local council and commission decisions and hearings. The newsletter was distributed to subscribers on a biweekly basis. Readership expanded from 45 to 1000 subscribers.$88,550-
Built a website to publish data and reports.$13,360-
Published maps showing the local area impacted by Senate Bill 827 and Senate Bill 50. Created a report on the impact of SB-50 on housing, parking and schools using government data.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gabrielle LaytonPresidentPT$0--
Asher WaldfogelTreasurer-$0--
Greer StoneSecretary-$0--
Irene AuTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Embarcadero Institute
EIN
47-4162029
Phone
4153850917
Address
PO Box 203, Palo Alto, CA 94302

Signing Officer

Name
Gabrielle Layton
Title
President
Signed
2019-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Harmon Burstyn CPA
Address
1012 HACIENDA DR, WALNUT CREEK, CA 94598-4710
Preparer
Harmon Burstyn
Phone
9252863522
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $339”

Other Expenses.1

“Data $10000”

Other Expenses.2

“Data Scraping $2713”

Other Expenses.3

“Event Sponsorship $994”

Other Expenses.4

“Data Analysis $308”

Raw XML Appendix148 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Asher Waldfogel
IRS990EZ/BooksInCareOfDetail/PhoneNum06502242425
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 Santa Rita Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Palo Alto
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094301
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011330
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016551
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0110000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05221
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt090425
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011330
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016551
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0110000
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011330
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016551
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011330
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016551
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gabrielle Layton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Asher Waldfogel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Greer Stone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Irene Au
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014354
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To Provide data-driven analysis and research on topics that relate to local and state housing and transportation policy and distribute findings to the public, local councilors and state legislators.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Created a local newsletter - Palo Alto Matters - that provided in depth coverage of local council and commission decisions and hearings. The newsletter was distributed to subscribers on a biweekly basis. Readership expanded from 45 to 1000 subscribers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Built a website to publish data and reports.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Published maps showing the local area impacted by Senate Bill 827 and Senate Bill 50. Created a report on the impact of SB-50 on housing, parking and schools using government data.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt088550
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt113360
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0104779
IRS990EZ/TotalProgramServiceExpensesAmt0101910
IRS990EZ/TotalRevenueAmt0110000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.embarcaderoinstitute.com
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0110000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0185200
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt086312
IRS990ScheduleA/SubstantialContributorsTotAmt098888
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0110000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010200
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0185200
IRS990ScheduleA/TotalSupportAmt0185200
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Data $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Data Scraping $2713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Event Sponsorship $994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Data Analysis $308
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gabrielle Layton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Embarcadero Institute
ReturnHeader/Filer/BusinessNameControlTxt0EMBA
ReturnHeader/Filer/EIN0474162029
ReturnHeader/Filer/PhoneNum04153850917
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 203
ReturnHeader/Filer/USAddress/CityNm0Palo Alto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680228024
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARMON BURSTYN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01012 HACIENDA DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945984710
ReturnHeader/PreparerPersonGrp/PhoneNum09252863522
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Harmon Burstyn
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-06T16:49:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,551
Liabilities
$0
Net assets
$16,551
Revenue
$110,000
Expenses
$104,779
Net income
$5,221
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.07$1.07$1.01$0.28$0.73
2018Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.10$1.05$0.05