Civic Intelligence

Embarcadero Institute

990EZ • Fiscal year 2019 • EIN 47-4162029

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 16, 2020

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.

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

65th percentile

12%

Higher net margin than 65% 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

91st percentile

104%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

81st percentile

35%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$33,736

Up $17,185 (+104%) from 2018

Net Assets

Up

$33,736

Up $17,185 (+104%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin65th percentile

Revenue

Up

$148,747

Up $38,747 (+35%) from 2018

Expenses

Up

$131,562

Up $26,783 (+26%) from 2018

Net Income

Up

$17,185

Up $11,964 (+229%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$150K$100K$50K$0Assets 2018: $16,551Net Assets 2018: $16,5512018Assets 2019: $33,736Liabilities 2019: $0Net Assets 2019: $33,7362019Assets 2020: $106,864Net Assets 2020: $106,8642020Assets 2024: $86,794Liabilities 2024: $0Net Assets 2024: $86,7942024

Highlighted filing

2019

Assets$33,736
Liabilities$0
Net Assets$33,736
Open 2019 Filing

Operations Trend

Revenue Growth81st percentile

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 2019: $148,747Expenses 2019: $131,562Net Income 2019: $17,1852019Revenue 2020: $100,856Expenses 2020: $27,728Net Income 2020: $73,1282020Revenue 2024: $25Expenses 2024: $276Net Income 2024: -$2512024

Highlighted filing

2019

Revenue$148,747
Expenses$131,562
Net Income$17,185
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 16, 2020
Return Version
2019v5.0
Gross Receipts
$148,747
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
Palo Alto Matters - a newsletter that provided in depth coverage oflocal council and commission decisions and hearings, was distributedto subscribers on a biweekly basis. Readership expanded to several thousand subscribers.$90,000-
Published data and analysis on housing and transportation bills under review by the state legislature.$27,000-
Circulated a quarterly newsletter with relevant analysis to California city councilors, city planners, state assembly persons and state senators.$7,000-
Compensation and Service Providers
Top Officer Pay77th 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
2020-06-16
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.1

“Event Sponsorship $900”

Other Expenses.2

“Registration $50”

Raw XML Appendix155 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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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094301
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Greer Stone
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0950
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/DescriptionProgramSrvcAccomTxt0Palo Alto Matters - a newsletter that provided in depth coverage oflocal council and commission decisions and hearings, was distributedto subscribers on a biweekly basis. Readership expanded to several thousand subscribers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Published data and analysis on housing and transportation bills under review by the state legislature.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Circulated a quarterly newsletter with relevant analysis to California city councilors, city planners, state assembly persons and state senators.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt090000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt127000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt27000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0131562
IRS990EZ/TotalProgramServiceExpensesAmt0124000
IRS990EZ/TotalRevenueAmt0148747
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.embarcaderoinstitute.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0110000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010200
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0333947
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0148747
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0110000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010200
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010200
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0333947
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Event Sponsorship $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Registration $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gabrielle Layton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-16
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
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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/ReturnTs02020-06-16T05:38:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,736
Liabilities
$0
Net assets
$33,736
Revenue
$148,747
Expenses
$131,562
Net income
$17,185
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
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$1.49$1.32$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.17$1.10$1.05$0.05