Civic Intelligence

Hsaf

990 • Fiscal year 2016 • EIN 47-5223147

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

PO Box 2029Los Altos, CA 94023

(650) 383-0114

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Net Margin

26th percentile

-4.9%

Higher net margin than 26% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Asset Growth

1st percentile

-75%

Faster asset growth than 1% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

825%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$15,444

Down $45,601 (-75%) from 2015

Net Assets

Down

$15,444

Down $45,601 (-75%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$925,000

Up $825,000 (+825%) from 2015

Expenses

Up

$970,601

Up $931,646 (+2392%) from 2015

Net Income

Down

-$45,601

Down $106,646 (-175%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2015: $61,045Liabilities 2015: $0Net Assets 2015: $61,0452015Assets 2016: $15,444Liabilities 2016: $0Net Assets 2016: $15,4442016Assets 2017: $100,588Liabilities 2017: $0Net Assets 2017: $100,5882017Assets 2018: $170,008Liabilities 2018: $2,598Net Assets 2018: $167,4102018Assets 2019: $30,032Liabilities 2019: $0Net Assets 2019: $30,0322019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$15,444
Liabilities$0
Net Assets$15,444

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $100,000Expenses 2015: $38,955Net Income 2015: $61,0452015Revenue 2016: $925,000Expenses 2016: $970,601Net Income 2016: -$45,6012016Revenue 2017: $495,000Expenses 2017: $409,856Net Income 2017: $85,1442017Revenue 2018: $1,280,000Expenses 2018: $1,213,178Net Income 2018: $66,8222018Revenue 2019: $945,500Expenses 2019: $993,031Net Income 2019: -$47,5312019Revenue 2020: $0Expenses 2020: $30,032Net Income 2020: -$30,0322020

Highlighted filing

2016

Revenue$925,000
Expenses$970,601
Net Income-$45,601
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$925,000
Mission and Program Overview

Mission

Promote advancements in early education, science, climate and human rights.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$61,045$15,444▼ $45,601
Rtn Earn Endowment Incm Other Fnds$61,045$15,444▼ $45,601
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$61,045$15,444▼ $45,601
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$61,045$15,444▼ $45,601
Total Liabilities and Net Assets / Fund Balance$61,045$15,444▼ $45,601
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark HeisingChair of the Board & President
Elizabeth SimonsSecretary & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$925,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$925,000
Change in Net Assets
$-45,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$803,000
Other Expenses$167,601
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$803,000--$803,000
Fees for Services Other$121,472--$121,472
Fees for Services Legal-$27,457-$27,457
Occupancy-$12,047-$12,047
Office Expenses-$3,346-$3,346
Travel$1,648--$1,648
Conferences and Meetings-$1,424-$1,424
Other Expenses-$207-$207
Total Functional Expenses$926,120$44,481$0$970,601
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Bridge 21st CenturyWashington, DC501(c)(4)Campaign Contribution$250,000
Bipartisan Policy Center IncWashington, DC501(c)(3)Campaign Contribution$132,000
California Democratic PartySacramento, CA501(c)(4)Campaign Contribution$100,000
Correct the RecordWashington, DC527Campaign Contribution$100,000
Safety for All Yes on Prop 63San Francisco, CA527Campaign Contribution$100,000
People for a Clean and Healthy BaySan Rafael, CA501(c)(4)General Support$50,000
Yes on 62 Replace the Costly Failed Death Penalty SystemSacramento, CA527Campaign Contribution$50,000
Save the Children Action NetworkWashington, DC501(c)(4)General Support$20,000
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, Part VI, Section A, Line 2

Mark heising and elizabeth simons have a family relationship.

Form 990, Part VI, Section B, Line 11B

The taxpayer's accounting firm forwarded the form 990 to the organization's outside counsel for review. A complete copy of the return was sent to the board prior to filing.

Form 990, Part VI, Section B, Line 12C

Hsaf may only enter into a self-dealing transaction if (i) approved in advance by the attorney general or (ii) approved by the board of directors if the bod determines that the transaction is fair and reasonable, and the bod determines it could not have obtained better terms elsewhere. Additionally, hsaf may not make loans to any directors or officers.

Form 990, Part VI, Section C, Line 19

Hsaf makes its governing documents, conflict of interest policy and financial statements available to the public upon request for the same period of time set forth in sec. 6104(d).

Filing and Contact Details

Filer

Filer Name
Hsaf
EIN
47-5223147
Phone
6503830114
Address
PO BOX 2029, LOS ALTOS, CA 94023

Signing Officer

Name
Mark Heising
Title
Chair of Board and President
Phone
6503830114
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Heising
Formed
2015
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Hood & Strong Llp
Address
275 BATTERY ST STE 900, SAN FRANCISCO, CA 94111
Preparer
Maga E Kisriev
Phone
4157810793
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consulting fees: program service expenses 121,472. Management and general expenses 0. Fundraising expenses 0. Total expenses 121,472.

Raw XML Appendix393 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR OF THE BOARD & PRESIDENT
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IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02015
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IRS990/GrantsToIndividualsInd00
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IRS990/GrossReceiptsAmt0925000
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IRS990/OccupancyGrp/ManagementAndGeneralAmt012047
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REGISTRATION FEE
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IRS990/PartialLiquidationInd01
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt061045
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleI/GrantRecordsMaintainedInd01
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IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CAMPAIGN CONTRIBUTION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CAMPAIGN CONTRIBUTION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CAMPAIGN CONTRIBUTION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4CAMPAIGN CONTRIBUTION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5CAMPAIGN CONTRIBUTION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7CAMPAIGN CONTRIBUTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN BRIDGE 21ST CENTURY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CORRECT THE RECORD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SAFETY FOR ALL YES ON PROP 63
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3PEOPLE FOR A CLEAN AND HEALTHY BAY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4YES ON 62 REPLACE THE COSTLY FAILED DEATH PENALTY SYSTEM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5CALIFORNIA DEMOCRATIC PARTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6SAVE THE CHILDREN ACTION NETWORK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7BIPARTISAN POLICY CENTER INC
IRS990ScheduleI/RecipientTable/RecipientEIN0275278038
IRS990ScheduleI/RecipientTable/RecipientEIN1475267997
IRS990ScheduleI/RecipientTable/RecipientEIN2465465189
IRS990ScheduleI/RecipientTable/RecipientEIN3731628382
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0455 MASSACHUSETTS AVENUE NW NO 600
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1455 MASSACHUSETTS AVENUE NW NO 660
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2268 BUSH STREET 222
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32350 KERNER BOULEVARD SUITE 250
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4555 CAPITOL MALL SUITE 1425
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51830 9TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6899 NORTH CAPITAL STREET NE SUITE S
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IRS990ScheduleI/RecipientTable/USAddress/CityNm3SAN RAFAEL
IRS990ScheduleI/RecipientTable/USAddress/CityNm4SACRAMENTO
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7DC
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd595815
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd620002
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd720005
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0HSAF REQUESTS AN ANNUAL REPORT FROM GRANTEES TO ENSURE PROPER USE OF FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt07
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/DirectorOfSuccessor2Ind00
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0OPERATIONAL EXPENSES
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0VARIOUS OPERATING EXPENSES
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02016-12-31
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt045601
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt0PO BOX 2029
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0LOS ALTOS
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd094023
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARK HEISING AND ELIZABETH SIMONS HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAXPAYER'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE ORGANIZATION'S OUTSIDE COUNSEL FOR REVIEW. A COMPLETE COPY OF THE RETURN WAS SENT TO THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HSAF MAY ONLY ENTER INTO A SELF-DEALING TRANSACTION IF (I) APPROVED IN ADVANCE BY THE ATTORNEY GENERAL OR (II) APPROVED BY THE BOARD OF DIRECTORS IF THE BOD DETERMINES THAT THE TRANSACTION IS FAIR AND REASONABLE, AND THE BOD DETERMINES IT COULD NOT HAVE OBTAINED BETTER TERMS ELSEWHERE. ADDITIONALLY, HSAF MAY NOT MAKE LOANS TO ANY DIRECTORS OR OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HSAF MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTING FEES: PROGRAM SERVICE EXPENSES 121,472. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 121,472.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK HEISING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR OF BOARD AND PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06503830114
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HSAF
ReturnHeader/Filer/BusinessNameControlTxt0HSAF
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ReturnHeader/Filer/PhoneNum06503830114
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ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:30:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941254756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOOD & STRONG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0275 BATTERY ST STE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04157810793
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAGA E KISRIEV
ReturnHeader/ReturnTs02017-11-14T14:56:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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