Civic Intelligence

The Ursa Institute

990EZ • Fiscal year 2013 • EIN 51-0138569

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 22, 2014

Organization ProfileN/A

View Organization Page

390 - 4th Street94107

(415) 777-3229

Siviq Scores

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

Liabilities / Assets

88th percentile

0.45x

Higher debt load relative to assets than 88% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

88th percentile

0.26x

Higher debt load relative to revenue than 88% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

24th percentile

-9.5%

Higher net margin than 24% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

82nd percentile

40%

Faster asset growth than 82% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

11th percentile

-40%

Faster revenue growth than 11% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$24,370

Up $6,921 (+40%) from 2012

Net Assets

Down

$13,510

Down $3,939 (-23%) from 2012

Liabilities

$10,860

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin24th percentile

Revenue

Down

$41,671

Down $27,389 (-40%) from 2012

Expenses

Down

$45,610

Down $21,529 (-32%) from 2012

Net Income

Down

-$3,939

Down $5,860 (-305%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $44,054Liabilities 2010: $23,883Net Assets 2010: $20,1712010Assets 2011: $33,819Liabilities 2011: $18,291Net Assets 2011: $15,5282011Assets 2012: $17,449Net Assets 2012: $17,4492012Assets 2013: $24,370Liabilities 2013: $10,860Net Assets 2013: $13,5102013Assets 2014: $20,562Liabilities 2014: $520Net Assets 2014: $20,0422014Assets 2015: $37,426Liabilities 2015: $18,375Net Assets 2015: $19,0512015Assets 2016: $58,031Liabilities 2016: $39,926Net Assets 2016: $18,1052016Assets 2017: $56,374Liabilities 2017: $35,270Net Assets 2017: $21,1042017Assets 2018: $197,535Liabilities 2018: $91,393Net Assets 2018: $106,1422018Assets 2019: $402,781Liabilities 2019: $101,381Net Assets 2019: $301,4002019Assets 2020: $766,869Liabilities 2020: $352,577Net Assets 2020: $414,2922020Assets 2021: $1,095,807Liabilities 2021: $619,081Net Assets 2021: $476,7262021Assets 2022: $1,071,061Liabilities 2022: $390,488Net Assets 2022: $680,5732022Assets 2023: $998,810Liabilities 2023: $263,770Net Assets 2023: $735,0402023Assets 2024: $909,950Liabilities 2024: $169,495Net Assets 2024: $740,4552024Assets 2025: $817,157Liabilities 2025: $70,528Net Assets 2025: $746,6292025

Highlighted filing

2013

Assets$24,370
Liabilities$10,860
Net Assets$13,510
Open 2013 Filing

Operations Trend

Revenue Growth11th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $118,705Expenses 2010: $123,190Net Income 2010: -$4,4852010Revenue 2011: $68,324Expenses 2011: $72,967Net Income 2011: -$4,6432011Revenue 2012: $69,060Expenses 2012: $67,139Net Income 2012: $1,9212012Revenue 2013: $41,671Expenses 2013: $45,610Net Income 2013: -$3,9392013Revenue 2014: $74,906Expenses 2014: $68,374Net Income 2014: $6,5322014Revenue 2015: $114,915Expenses 2015: $115,906Net Income 2015: -$9912015Revenue 2016: $181,427Expenses 2016: $182,373Net Income 2016: -$9462016Revenue 2017: $240,243Expenses 2017: $237,244Net Income 2017: $2,9992017Revenue 2018: $498,349Expenses 2018: $413,311Net Income 2018: $85,0382018Revenue 2019: $765,454Expenses 2019: $570,196Net Income 2019: $195,2582019Revenue 2020: $930,870Expenses 2020: $842,978Net Income 2020: $87,8922020Revenue 2021: $1,316,237Expenses 2021: $1,253,803Net Income 2021: $62,4342021Revenue 2022: $2,198,062Expenses 2022: $1,994,216Net Income 2022: $203,8462022Revenue 2023: $1,545,464Expenses 2023: $1,490,997Net Income 2023: $54,4672023Revenue 2024: $1,660,939Expenses 2024: $1,657,200Net Income 2024: $3,7392024Revenue 2025: $1,470,481Expenses 2025: $1,464,306Net Income 2025: $6,1752025

Highlighted filing

2013

Revenue$41,671
Expenses$45,610
Net Income-$3,939
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 22, 2014
Return Version
2013v3.1
Gross Receipts
$41,671
Mission and Program Overview

Mission

To work collectively in love unity and cultural humility to educate empower and engage our communities to end commercial tobacco use. We believe the elimination of commercial tobacco use is necessary for the health and prosperity of the Black community. We will work towards a tobacco free California where the tobacco industry no longer has influence over our leaders organizations communities and families.

RESEARCH AND EDUCATION

Program Services

DescriptionGrantsExpenses
ASIAN AMERICAN STUDIES: SURVEY DATA SETS FOR UC DAVIS PROGRAM$40,587-
SIERRA HEALTH FOUNDATION: ENCOURAGE PARTICIPATION AMONG AFICAN AMERICANS AND LOW INCOME POPULATIONS IN THE ASSESSMENT OF TOBACCO CONTROL ISSUES IN SACRAMENTO COUNTY FOR THE HEALTHY SACRAMENTO COALITION.$5,023-
ASIAN PACIFIC PARTNERS FOR EMPOWERMENT, ADVOCACY AND LEADERSHIP: ADVOCACY AND DATA DISSEMINATION TO ACHIEVE EQUITY FOR PRIORITY POPULATIONS ON TOBACCO--
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL JANGPresident-$0--
ERNIE FAZIOVice President-$0--
CAROL MC GRUDERSecretaryPT$0--
Filing and Contact Details

Filer

EIN
51-0138569
Phone
4157773229

Signing Officer

Name
Ernie Fazio
Title
Vice President
Signed
2014-03-22
Discuss with paid preparer
Yes

Preparer

Preparer
Valerie Snider
Phone
5102374593
Supplemental Narrative

Additional Explanations

Other Expenses.1005

“Travel $4192”

Other Expenses.1

“CONSULTANTS $34260”

Other Expenses.2

“TELEPHONE $119”

Other Expenses.3

“BANK SVC CHG $50”

Other Expenses.4

“TAXES & LICENSES $25”

Total Liabilities.1003

“Deferred Revenue - Beginning $0 Deferred Revenue - Ending $10860”

Raw XML Appendix152 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/PersonNm0ROSA OSMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum04157773229
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10390 - 4TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0SAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode094107
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017449
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024370
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt041671
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3939
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017449
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024370
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt041671
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017449
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013510
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017449
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013510
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL JANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERNIE FAZIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROL MC GRUDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038646
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RESEARCH AND EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASIAN AMERICAN STUDIES: SURVEY DATA SETS FOR UC DAVIS PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ASIAN PACIFIC PARTNERS FOR EMPOWERMENT, ADVOCACY AND LEADERSHIP: ADVOCACY AND DATA DISSEMINATION TO ACHIEVE EQUITY FOR PRIORITY POPULATIONS ON TOBACCO
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SIERRA HEALTH FOUNDATION: ENCOURAGE PARTICIPATION AMONG AFICAN AMERICANS AND LOW INCOME POPULATIONS IN THE ASSESSMENT OF TOBACCO CONTROL ISSUES IN SACRAMENTO COUNTY FOR THE HEALTHY SACRAMENTO COALITION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt040587
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15023
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06264
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010860
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045610
IRS990EZ/TotalProgramServiceExpensesAmt045610
IRS990EZ/TotalRevenueAmt041671
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt041671
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt069058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt068319
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0118706
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0153650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0451404
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0451404
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt041671
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt069058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt068319
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0118706
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0153650
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0451404
IRS990ScheduleA/TotalSupportAmt0451412
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ExplanationTxt0Travel $4192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONSULTANTS $34260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TELEPHONE $119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK SVC CHG $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAXES & LICENSES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Deferred Revenue - Beginning $0 Deferred Revenue - Ending $10860
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1003
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERNIE FAZIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE URSA INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0URSA
ReturnHeader/Filer/EIN0510138569
ReturnHeader/Filer/PhoneNum04157773229
ReturnHeader/Filer/USAddress/AddressLine10390 - 4TH STREET
ReturnHeader/Filer/USAddress/City0SAN FRANCISCO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094107
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10VALERIE SNIDER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101342 EVERETT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0EL CERRITO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0945302405
ReturnHeader/PreparerPersonGrp/PhoneNum05102374593
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Valerie Snider
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-03-22T16:42:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,370
Liabilities
$10,860
Net assets
$13,510
Revenue
$41,671
Expenses
$45,610
Net income
-$3,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.82$0.07$0.75$1.47$1.46$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.17$0.74$1.66$1.66$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.26$0.74$1.55$1.49$0.05
2022Summary only. Only limited summary data is available for this year.$1.07$0.39$0.68$2.20$1.99$0.20
2021Summary only. Only limited summary data is available for this year.$1.10$0.62$0.48$1.32$1.25$0.06
2020Summary only. Only limited summary data is available for this year.$0.77$0.35$0.41$0.93$0.84$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.10$0.30$0.77$0.57$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.09$0.11$0.50$0.41$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.04$0.02$0.24$0.24$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.04$0.02$0.18$0.18$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.02$0.02$0.11$0.12$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.07$0.07$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.02$0.01$0.01$0.04$0.05$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.02$0.07$0.07$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.02$0.02$0.07$0.07$0.00
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.02$0.02$0.12$0.12$0.00