Civic Intelligence

Sourcery Institute

990EZ • Fiscal year 2018 • EIN 47-4655150

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 12, 2019

Organization ProfileN/A
2323 BroadwayOakland, CA 94612

(510) 600-2992

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

19th percentile

-16%

Higher net margin than 19% 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

4th percentile

-83%

Faster asset growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

26th percentile

-18%

Faster revenue growth than 26% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$465

Down $2,215 (-83%) from 2017

Net Assets

Down

$465

Down $2,215 (-83%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Down

$13,920

Down $3,015 (-18%) from 2017

Expenses

Down

$16,135

Down $16,523 (-51%) from 2017

Net Income

Up

-$2,215

Up $13,508 (+86%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$40K$20K$0-$20K-$40KAssets 2017: $2,680Net Assets 2017: $2,6802017Assets 2018: $465Net Assets 2018: $4652018Assets 2019: $12,999Net Assets 2019: $12,9992019Assets 2020: $1,901Liabilities 2020: $27,610Net Assets 2020: -$25,7092020Assets 2021: $19,503Liabilities 2021: $22,918Net Assets 2021: -$3,4152021Assets 2022: $20,439Liabilities 2022: $22,312Net Assets 2022: -$1,8732022Assets 2023: $19,090Liabilities 2023: $15,915Net Assets 2023: $3,1752023Assets 2024: $16,035Liabilities 2024: $15,124Net Assets 2024: $9112024

Highlighted filing

2018

Assets$465
Liabilities-
Net Assets$465
Open 2018 Filing

Operations Trend

Revenue Growth26th percentile

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

$100K$50K$0-$50KRevenue 2017: $16,935Expenses 2017: $32,658Net Income 2017: -$15,7232017Revenue 2018: $13,920Expenses 2018: $16,135Net Income 2018: -$2,2152018Revenue 2019: $62,160Expenses 2019: $49,626Net Income 2019: $12,5342019Revenue 2020: $20,504Expenses 2020: $59,212Net Income 2020: -$38,7082020Revenue 2021: $26,373Expenses 2021: $27,779Net Income 2021: -$1,4062021Revenue 2022: $14,360Expenses 2022: $12,818Net Income 2022: $1,5422022Revenue 2023: $14,748Expenses 2023: $9,700Net Income 2023: $5,0482023Revenue 2024: $2,112Expenses 2024: $4,376Net Income 2024: -$2,2642024

Highlighted filing

2018

Revenue$13,920
Expenses$16,135
Net Income-$2,215
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 12, 2019
Return Version
2018v3.1
Gross Receipts
$13,920
Mission and Program Overview

Mission

Computational science research and education

Computational science research & education

Program Services

DescriptionGrantsExpenses
CHARITABLE CONTRIBUTIONS-$8,105
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAMIAN ROUSONPresidentPT$0--
SALVATORE FILIPPONESecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Sourcery Institute
EIN
47-4655150
Phone
5106002992
Address
2323 BROADWAY, OAKLAND, CA 94612

Signing Officer

Name
Damian Rouson
Title
President
Signed
2019-06-12
Discuss with paid preparer
Yes

Preparer

Firm
Cha & Palmeri Associates LLP
Address
60 Mission Dr Ste D, Pleasanton, CA 94566
Preparer
Linda M Palmeri
Phone
9252491166
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: EDUCATION | Donee's Name: CRANFIELD UNIVERSITY | Donee's Address: COLLEGE ROAD CRANFIELD MK433 OAL United Kingdom | Relationship of Donee: NONE | Cash Amount Given: $8105”

Other Expenses.1002

“Office Expenses $125”

Other Expenses.1005

“Travel $900”

Other Expenses.1

“GRAPHIC DESIGN $300”

Other Expenses.2

“BANK SERVICE CHARGES $10”

Raw XML Appendix136 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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IRS990EZ/BooksInCareOfDetail/PhoneNum05106002992
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAKLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094612
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02680
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0465
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013920
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2215
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06695
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsAmt013920
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02680
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0465
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAMIAN ROUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SALVATORE FILIPPONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01335
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMPUTATIONAL SCIENCE RESEARCH & EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE CONTRIBUTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08105
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016135
IRS990EZ/TotalRevenueAmt013920
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt067261
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt086671
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt011445
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt011445
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt098116
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013920
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt016935
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt067261
IRS990ScheduleA/Total509Grp/TotalAmt098116
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt013920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt016935
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt067261
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt098116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: EDUCATION | Donee's Name: CRANFIELD UNIVERSITY | Donee's Address: COLLEGE ROAD CRANFIELD MK433 OAL United Kingdom | Relationship of Donee: NONE | Cash Amount Given: $8105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRAPHIC DESIGN $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK SERVICE CHARGES $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAMIAN ROUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOURCERY INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0SOUR
ReturnHeader/Filer/EIN0474655150
ReturnHeader/Filer/PhoneNum05106002992
ReturnHeader/Filer/USAddress/AddressLine1Txt02323 BROADWAY
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094612
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832466237
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cha & Palmeri Associates LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt060 Mission Dr Ste D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pleasanton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094566
ReturnHeader/PreparerPersonGrp/PhoneNum09252491166
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Linda M Palmeri
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-06-12T13:56:41-07:00
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
$465
Liabilities
-
Net assets
$465
Revenue
$13,920
Expenses
$16,135
Net income
-$2,215
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.0$15.1$0.91$2.11$4.38$2.26
2023Detailed filing. Detailed filing data is available for this year.$19.1$15.9$3.18$14.7$9.70$5.05
2022Detailed filing. Detailed filing data is available for this year.$20.4$22.3$1.87$14.4$12.8$1.54
2021Detailed filing. Detailed filing data is available for this year.$19.5$22.9$3.42$26.4$27.8$1.41
2020Detailed filing. Detailed filing data is available for this year.$1.90$27.6$25.7$20.5$59.2$38.7
2019Detailed filing. Detailed filing data is available for this year.$13.0$13.0$62.2$49.6$12.5
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.47$13.9$16.1$2.22
2017Detailed filing. Detailed filing data is available for this year.$2.68$2.68$16.9$32.7$15.7