Civic Intelligence

Xactlyone Foundation

990PF • Fiscal year 2017 • EIN 47-4614939

Feb 01, 2016 to Jan 31, 2017 • Filed on Sep 22, 2017

300 Park Avenue No 1700San Jose, CA 95110

(408) 977-3132

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.05x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

9th percentile

-47%

Higher net margin than 9% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

94th percentile

71%

Faster asset growth than 94% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$595,744

Up $247,744 (+71%) from 2016

Net Assets

$594,932

No earlier filing loaded for comparison.

Liabilities

Up

$812

Up $812 from 2016

Revenue

Down

$16,964

Down $502,383 (-97%) from 2016

Expenses

Up

$24,935

Up $3,588 (+17%) from 2016

Net Income

Down

-$7,971

Down $505,971 (-102%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2016: $348,000Liabilities 2016: $02016Assets 2017: $595,744Liabilities 2017: $812Net Assets 2017: $594,9322017Assets 2018: $723,550Liabilities 2018: $0Net Assets 2018: $723,5502018Assets 2019: $732,190Liabilities 2019: $0Net Assets 2019: $732,1902019Assets 2020: $736,052Liabilities 2020: $0Net Assets 2020: $736,0522020Assets 2021: $730,910Liabilities 2021: $3,780Net Assets 2021: $727,1302021Assets 2022: $718,140Liabilities 2022: $6,250Net Assets 2022: $711,8902022Assets 2023: $623,328Liabilities 2023: $0Net Assets 2023: $623,3282023Assets 2024: $667,898Liabilities 2024: $0Net Assets 2024: $667,8982024Assets 2025: $731,168Liabilities 2025: $0Net Assets 2025: $731,1682025

Highlighted filing

2017

Assets$595,744
Liabilities$812
Net Assets$594,932

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2016: $519,347Expenses 2016: $21,347Net Income 2016: $498,0002016Revenue 2017: $16,964Expenses 2017: $24,935Net Income 2017: -$7,9712017Revenue 2018: $189,367Expenses 2018: $60,749Net Income 2018: $128,6182018Revenue 2019: $60,033Expenses 2019: $51,797Net Income 2019: $8,2362019Revenue 2020: $91,177Expenses 2020: $98,202Net Income 2020: -$7,0252020Revenue 2021: $50,424Expenses 2021: $59,003Net Income 2021: -$8,5792021Revenue 2022: $87,926Expenses 2022: $74,876Net Income 2022: $13,0502022Revenue 2023: $53,507Expenses 2023: $105,206Net Income 2023: -$51,6992023Revenue 2024: $66,926Expenses 2024: $45,930Net Income 2024: $20,9962024Revenue 2025: $63,150Expenses 2025: $53,401Net Income 2025: $9,7492025

Highlighted filing

2017

Revenue$16,964
Expenses$24,935
Net Income-$7,971
Jump To
Filing Snapshot
Filing Period
Feb 1, 2016 to Jan 31, 2017
Signed
Sep 22, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher CabreraPresident And Director-$0--
Steve GiustiTreasurer-$0--
Colleen PouliotSecretary-$0--
Desta PriceDirector-$0--
Filing and Contact Details

Filer

Filer Name
XactlyOne Foundation
EIN
47-4614939
Phone
4089773132
Address
300 Park Avenue No 1700, San Jose, CA 95110

Signing Officer

Name
Steve Giusti
Title
Treasurer
Phone
4089773132
Signed
2017-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Armanino LLP
Address
50 W San Fernando St Ste 500, San Jose, CA 95113
Preparer
Lawrence S Kuechler
Phone
4082006400
Raw XML Appendix370 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Publicly traded stock - 49250 shares of Xactly Corporation
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Christopher Cabrera
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Steve Giusti
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Colleen Pouliot
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Desta Price
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President and director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2300 Park Ave suite 1700
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Initially, the Foundation expects to invite potential grantees to submit grant proposals. While the foundation does not have a grant application form at this time, it may develop an application form in the future. The Foundation also expects to use written grant agreements for grants to U.S. public charities in support of specific projects. The content of the agreements will vary depending on the grantee of the funded project and on whether the grantee is a U.S. public charity or a foreign organization.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0the Foundation's board
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd095110
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Any grants must be made solely in furtherance of the Foundation's exempt purposes and the Foundation will exercise expenditure responsibility as required under Section 4945(h) of the code. Where appropriate, the Foundation will require potential grantees to submit a detailed description of how they would use funds provided by the Foundation. If the Foundation chooses to provide funding to an organization that is not a charity as defined under Sections 50l(c)(3) and 509(a), the Foundation will first enter into a grant agreement with the organization before granting funds. The grant agreement will set forth the grantor's and grantee's responsibilities. It will require the grantee to use funds only for grant purposes, provide periodic written reports on the use of grant funds, provide ongoing written reports and accounting, and acknowledge the grantor's authority to withhold or recover funds if abuse occurs.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None at this time
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3442
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Concert for UCSF Children's Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Bowling for Buddies - CompCloud2016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Food Drive Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Denver Holiday Fundraising Campaign
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt52016 Christmas Fundraiser
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UCSF Children's Hospitals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Best Buddies
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Movember Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Second Harvest Food Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4A Precious Child
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Sacred Heart Community Service
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0747 52nd Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1100 SE 2nd St 2200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 1595
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3750 Curtner Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4557 Burbank St Unit E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51381 S 1st St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Oakland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Miami
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Culver city
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3san jose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4broomfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5san jose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290232
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd480020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd595110
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020897
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt024044
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026551
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02507
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06499
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02507
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03992
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03992
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024044
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03992
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06499
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Xactly Corporation
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0300 Park Avenue Suite 1700
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0San Jose
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095110
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06777
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0812
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0812
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0141
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0254903
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0unrealized gain on investment
TaxesSchedule/TaxesDetail/Amt085
TaxesSchedule/TaxesDetail/CategoryTxt0State filing fees
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt085
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Giusti
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04089773132
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0XactlyOne Foundation
ReturnHeader/Filer/BusinessNameControlTxt0XACT
ReturnHeader/Filer/EIN0474614939
ReturnHeader/Filer/PhoneNum04089773132
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 Park Avenue No 1700
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C6CDAEE9B875D4320E7F169406ABE2414F275E69
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.104.135.22
ReturnHeader/FilingSecurityInformation/IPDt02017-09-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:36:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Armanino LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 W San Fernando St Ste 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095113
ReturnHeader/PreparerPersonGrp/PhoneNum04082006400
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lawrence S Kuechler
ReturnHeader/ReturnTs02017-10-04T11:03:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-02-01
ReturnHeader/TaxPeriodEndDt02017-01-31
ReturnHeader/TaxYr02016

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