Civic Intelligence

The Inverness Institute

EIN 47-4550290 • 501(c)3 • Inverness, CA

Profile

Improving the improvement of education

PO Box 929Inverness, CA 94937
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

95th percentile

1.72x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

93rd percentile

$47,625

Higher top officer pay than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

11th percentile

-97%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$7,529

Down $222,102 (-97%) from 2022

Liabilities

Up

$12,923

Up $12,863 (+21438%) from 2022

Net Assets

Down

-$5,394

Down $234,965 (-102%) from 2022

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $109,898 (-100%) from 2022

Expenses

Up

$234,965

Up $114,447 (+95%) from 2022

Net Income

Down

-$234,965

Down $224,345 (-2112%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0-$100KAssets 2017: $9,484Liabilities 2017: $0Net Assets 2017: $9,4842017Assets 2018: $17,142Liabilities 2018: $220Net Assets 2018: $16,9222018Assets 2019: $46,477Liabilities 2019: $90Net Assets 2019: $46,3872019Assets 2020: $115,783Liabilities 2020: $90Net Assets 2020: $115,6932020Assets 2021: $240,191Liabilities 2021: $0Net Assets 2021: $240,1912021Assets 2022: $229,631Liabilities 2022: $60Net Assets 2022: $229,5712022Assets 2023: $7,529Liabilities 2023: $12,923Net Assets 2023: -$5,3942023

Highlighted filing

2023

Assets$7,529
Liabilities$12,923
Net Assets-$5,394
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2017: $62,250Expenses 2017: $60,118Net Income 2017: $2,1322017Revenue 2018: $90,260Expenses 2018: $82,822Net Income 2018: $7,4382018Revenue 2019: $137,224Expenses 2019: $107,759Net Income 2019: $29,4652019Revenue 2020: $130,713Expenses 2020: $61,407Net Income 2020: $69,3062020Revenue 2021: $302,907Expenses 2021: $178,409Net Income 2021: $124,4982021Revenue 2022: $109,898Expenses 2022: $120,518Net Income 2022: -$10,6202022Revenue 2023: $0Expenses 2023: $234,965Net Income 2023: -$234,9652023

Highlighted filing

2023

Revenue$0
Expenses$234,965
Net Income-$234,965
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$7,529
Liabilities
$12,923
Net assets
-$5,394
Revenue
$0
Expenses
$234,965
Net income
-$234,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.08$0.13$0.05$0.00$2.35$2.35
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.00$2.30$1.10$1.21$0.11
2021Summary only. Only limited summary data is available for this year.$2.40$0.00$2.40$3.03$1.78$1.24
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.31$0.61$0.69
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$1.37$1.08$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$0.90$0.83$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.62$0.60$0.02
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 19, 2023
Return Version
2022v5.0
Gross Receipts
$109,898
Mission and Program Overview

Mission

Improving the improvement of education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$240,281$229,721▼ $10,560
Accounts Receivable$-90$-90→ $0
Total Assets$240,191$229,631▼ $10,560
Liabilities
Accounts Payable and Accrued Expenses-$60-
Total Liabilities$0$60▲ $60
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$240,191$229,571▼ $10,620
Total Net Assets Fund Balance$240,191$229,571▼ $10,620
Total Liabilities and Net Assets / Fund Balance$240,191$229,631▼ $10,560
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Harry Mark St John IIIDirector Chair of the Board
Harry Mark St JohnDirector President
Dan HumphriesDirector
Jeanne HarmonDirector
Richard SterlingDirector
Harry Mark St JohnSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$109,898
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-10,620
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$68,601
Salaries, Compensation, and Employee Benefits$51,917
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$66,029$2,572-$68,601
Current Officers, Directors, Trustees, and Key Employees$51,917--$51,917
Total Functional Expenses$117,946$2,572$0$120,518
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The Form 990 is reviewed by the Director Mark St. John before filing.”

Conflict of interest policy compliance Part VI line 12C

“The memmbers of the governing body are required to disclose interests that could cause conflicts. The Director Mark St. John regularly monitors and enforces compliance with this policy.”

Governing documents etc available to public Part VI line 19

“The governing documents are made available to public inspection upon request to the Director Mark St. John.Form 990 is available for public inspection on the IRS Website.www.irs.gov/charities-non-profits/form-990-series-downloads”

Filing and Contact Details

Filer

Filer Name
The Inverness Institute
EIN
47-4550290
Address
PO BOX 929, INVERNESS, CA 94937

Signing Officer

Name
Harry Mark St John
Title
Director Presid
Phone
4156697156
Signed
2023-09-19
Discuss with paid preparer
No

Organization Details

Formed
2015
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
3
Employees
1

Preparer

Firm
Ansbrotax LLC
Address
765 Baywood Drive Suite 229, Petaluma, CA 94954
Preparer
Jolene Costanza EA CFP JD
Phone
7077733694
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Consultants $56,141Consultant Expenses $1,739Professional Fees $948Stipends $7,200”

Raw XML Appendix310 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
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IRS990/Desc0In service of its mission to improve the improvement of education, The Inverness Institute worked with three educational improvement groups in 2022.1. Ten Strands is an organization committed to environmental literacy for all K-12 students in California. Their mission is to build partnerships amoung environmental educators, communities and schools to promote environmental learning. The Inverness Institute partners with Ten Strands for the purpose of strengthening their work by refining their theory of opportunities and engineering effective strategies.2)The Teacher Consultant Response Network (TCRN)is a network created by The Inverness Institute and sponsored by the Stuart Foundation. Its purpose is to gather information from 150 of the Californias leading teachers documenting their experiences during the pandemic. Results and comments are shared on EdSource - a non profit newsletter that publishes daily stories on the state of California education. 3) In 2022, The Inverness Institute began with the National Writing Project to support its work. The National Writing Project is a non profit organization dedicated to the improvement of teaching or writing across the nation. It is a network organization supporting 200 local writing project sites in every state.Inverness is contracted to help the organization with the management of its subcontracts and with organizational future planning and design.
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director Chair of the Board
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director President
IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is reviewed by the Director Mark St. John before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The memmbers of the governing body are required to disclose interests that could cause conflicts. The Director Mark St. John regularly monitors and enforces compliance with this policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The governing documents are made available to public inspection upon request to the Director Mark St. John.Form 990 is available for public inspection on the IRS Website.www.irs.gov/charities-non-profits/form-990-series-downloads
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Consultants $56,141Consultant Expenses $1,739Professional Fees $948Stipends $7,200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/PreparerPersonGrp/PhoneNum07077733694
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jolene Costanza EA CFP JD
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ReturnHeader/ReturnTs02023-10-28T15:39:32-04:00
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ReturnHeader/TaxPeriodEndDt02022-12-31
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