Civic Intelligence

Sourcery Institute

990EZ • Fiscal year 2020 • EIN 47-4655150

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization ProfileWWW.SOURCERYINSTITUTE.ORG
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

99th percentile

14.52x

Higher debt load relative to assets than 99% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

1.35x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

5th percentile

-189%

Higher net margin than 5% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

3rd percentile

-85%

Faster asset growth than 3% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-67%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$1,901

Down $11,098 (-85%) from 2019

Net Assets

Down

-$25,709

Down $38,708 (-298%) from 2019

Liabilities

$27,610

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin5th percentile

Revenue

Down

$20,504

Down $41,656 (-67%) from 2019

Expenses

Up

$59,212

Up $9,586 (+19%) from 2019

Net Income

Down

-$38,708

Down $51,242 (-409%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2020

Assets$1,901
Liabilities$27,610
Net Assets-$25,709
Open 2020 Filing

Operations Trend

Revenue Growth14th 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

2020

Revenue$20,504
Expenses$59,212
Net Income-$38,708
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$20,504
Mission and Program Overview

Mission

Computational science research and education

Program Services

DescriptionGrantsExpenses
CHARITABLE CONTRIBUTIONS RELATED TO COMPUTATIONAL SCIENCE RESEARCH AND EDUCATION$32,247$51,152
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAMIAN ROUSONPresident-$0--
SALVATORE FILIPPONESecretary-$0--
KARLA MORRISTreasurer-$0--
BILL HOFFMANBoard Member-$0--
BRYCE LELBACHBoard Member-$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
Phone
5106002992
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Lopez & Associates Cpas Inc
Address
6099 STIRLING ROAD SUITE 218, DAVIE, FL 33314
Preparer
Vidal S Lopez
Phone
6502964650
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: cranfield university address: college rd, cranfield, mk43 0al, uk cash contribution: 32,247”

Form 990-ez, Part I, Line 16

“Expenses bank charges 20 total 20”

Form 990-ez, Part II, Line 26

“Underpaid donations 0 3,910 sba eidl loan 0 23,700”

Raw XML Appendix156 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DAMIAN ROUSON
CompensationExplanation/CompensationExplanationGrp/PersonNm1SALVATORE FILIPPONE
CompensationExplanation/CompensationExplanationGrp/PersonNm2KARLA MORRIS
CompensationExplanation/CompensationExplanationGrp/PersonNm3BILL HOFFMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm4BRYCE LELBACH
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DAMIAN ROUSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05106002992
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02323 BROADWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAKLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094612
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012999
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01901
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020504
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-38708
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt026945
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012999
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01901
IRS990EZ/GrantsAndSimilarAmountsPaidAmt032247
IRS990EZ/GrossReceiptsAmt020504
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012999
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-25709
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012999
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-25709
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAMIAN ROUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SALVATORE FILIPPONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KARLA MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BILL HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRYCE LELBACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMPUTATIONAL SCIENCE RESEARCH AND EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE CONTRIBUTIONS RELATED TO COMPUTATIONAL SCIENCE RESEARCH AND EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032247
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051152
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt027610
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059212
IRS990EZ/TotalProgramServiceExpensesAmt051152
IRS990EZ/TotalRevenueAmt020504
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SOURCERYINSTITUTE.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt059247
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt067261
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0165792
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt02913
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt011445
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt014358
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0180150
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt020504
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062160
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt013290
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt016935
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067261
IRS990ScheduleA/Total509Grp/TotalAmt0180150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt020504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062160
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt013290
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt016935
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt067261
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0180150
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/ExplanationTxt0NAME: CRANFIELD UNIVERSITY ADDRESS: COLLEGE RD, CRANFIELD, MK43 0AL, UK CASH CONTRIBUTION: 32,247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK CHARGES 20 TOTAL 20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNDERPAID DONATIONS 0 3,910 SBA EIDL LOAN 0 23,700
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAMIAN ROUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05106002992
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
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/PreparerFirmEIN0455375683
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOPEZ & ASSOCIATES CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06099 STIRLING ROAD SUITE 218
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAVIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033314
ReturnHeader/PreparerPersonGrp/PhoneNum06502964650
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VIDAL S LOPEZ
ReturnHeader/ReturnTs02021-11-13T14:20:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAMIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROUSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,901
Liabilities
$27,610
Net assets
-$25,709
Revenue
$20,504
Expenses
$59,212
Net income
-$38,708
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