Civic Intelligence

Sourcery Institute

990EZ • Fiscal year 2023 • EIN 47-4655150

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 26, 2024

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

93rd percentile

0.83x

Higher debt load relative to assets than 93% of similar nonprofits.

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

Liabilities / Revenue

96th percentile

1.08x

Higher debt load relative to revenue than 96% of similar nonprofits.

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

Net Margin

84th percentile

34%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

36th percentile

-6.6%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

48th percentile

2.7%

Faster revenue growth than 48% of similar nonprofits.

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

Assets

Down

$19,090

Down $1,349 (-6.6%) from 2022

Net Assets

Up

$3,175

Up $5,048 (+270%) from 2022

Liabilities

Down

$15,915

Down $6,397 (-29%) from 2022

Revenue

Up

$14,748

Up $388 (+2.7%) from 2022

Expenses

Down

$9,700

Down $3,118 (-24%) from 2022

Net Income

Up

$5,048

Up $3,506 (+227%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$19,090
Liabilities$15,915
Net Assets$3,175

Operations Trend

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

2023

Revenue$14,748
Expenses$9,700
Net Income$5,048
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 26, 2024
Return Version
2023v5.0
Gross Receipts
$14,748
Mission and Program Overview

Mission

Computational science research and education

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SUMMER FELLOWSHIP FOR MOREHOUSE COLLEGE COMPUTER SCIENCE STUDENT-$3,820
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAMIAN ROUSONPresident-$0--
SALVATORE FILIPPONESecretary-$0--
KARLA MORRISTreasurer-$0--
BILL HOFFMANDirector-$0--
BRYCE LELBACHDirector-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Damian Rouson
Title
President
Phone
5106002992
Signed
2024-04-26
Discuss with paid preparer
Yes

Preparer

Firm
John G Cumming CPA
Address
PO Box 6805, Moraga, CA 94570
Preparer
John G Cumming
Phone
9254643483
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountmiscellaneous income 14

Description of other expenses Part I line 16

Description amountmembership fee 700office expense 1,253travel expense 298interest expense 579bank charges 20california annual registration fee 25educational consulting expense 3,820

Description of other assets Part II line 24

Category beginning of year end of yearoverpaid credit cards 453 0pledges and grants receivable 17,937 15,948rounding 1 0

Description of total liabilities Part II line 26

Category beginning of year end of yearsba eidl loan 22,312 15,885credit cards payable 0 30

Part III response or note to any other line in Part III

Form 990-ez, part iii - organizations primary exempt purposecomputational science research and education

Raw XML Appendix173 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
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/BOYAmt02048
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03142
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014734
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05048
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03005
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020439
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019090
IRS990EZ/GrossReceiptsAmt014748
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-1873
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03175
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-1873
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03175
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
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/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt018391
IRS990EZ/OtherAssetsTotalDetail/EOYAmt015948
IRS990EZ/OtherExpensesTotalAmt06695
IRS990EZ/OtherRevenueTotalAmt014
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUMMER FELLOWSHIP FOR MOREHOUSE COLLEGE COMPUTER SCIENCE STUDENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03820
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt022312
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015915
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09700
IRS990EZ/TotalProgramServiceExpensesAmt03820
IRS990EZ/TotalRevenueAmt014748
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SOURCERYINSTITUTE.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014323
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07354
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt059247
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0127801
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt07000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt02913
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt09913
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0137714
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014323
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014354
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026373
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020504
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt062160
IRS990ScheduleA/Total509Grp/TotalAmt0137714
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014323
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014354
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt026373
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt062160
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0137714
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/ExplanationTxt0DESCRIPTION AMOUNTMISCELLANEOUS INCOME 14
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTMEMBERSHIP FEE 700OFFICE EXPENSE 1,253TRAVEL EXPENSE 298INTEREST EXPENSE 579BANK CHARGES 20CALIFORNIA ANNUAL REGISTRATION FEE 25EDUCATIONAL CONSULTING EXPENSE 3,820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEAROVERPAID CREDIT CARDS 453 0PLEDGES AND GRANTS RECEIVABLE 17,937 15,948ROUNDING 1 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARSBA EIDL LOAN 22,312 15,885CREDIT CARDS PAYABLE 0 30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990-EZ, PART III - ORGANIZATIONS PRIMARY EXEMPT PURPOSECOMPUTATIONAL SCIENCE RESEARCH AND EDUCATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part III response or note to any other line in Part III
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAMIAN ROUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05106002992
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOURCERY INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0SOUR
ReturnHeader/Filer/EIN0474655150
ReturnHeader/Filer/USAddress/AddressLine1Txt02323 BROADWAY
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094612
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John G Cumming CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 6805
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Moraga
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094570
ReturnHeader/PreparerPersonGrp/PhoneNum09254643483
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John G Cumming
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-04T17:48:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAMIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROUSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings