Civic Intelligence

Pivot Sac

990 • Fiscal year 2021 • EIN 65-1280171

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 03, 2022

3 4625 44th StreetSacramento, CA 95820

(916) 496-7764

Siviq Scores

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

Liabilities / Assets

77th percentile

0.09x

Higher debt load relative to assets than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

76th percentile

0.06x

Higher debt load relative to revenue than 76% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

44th percentile

4.8%

Higher net margin than 44% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

92nd percentile

$50,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

46th percentile

3.0%

Faster asset growth than 46% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

49%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$270,375

Up $7,796 (+3.0%) from 2020

Net Assets

Up

$247,052

Up $7,796 (+3.3%) from 2020

Liabilities

Flat

$23,323

Flat from 2020

Revenue

Up

$370,756

Up $122,538 (+49%) from 2020

Expenses

Up

$353,098

Up $218,202 (+162%) from 2020

Net Income

Down

$17,658

Down $95,664 (-84%) from 2020

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2016: $6,147Net Assets 2016: $1,6922016Assets 2018: $16,112Liabilities 2018: $02018Assets 2019: $123,672Net Assets 2019: $123,6722019Assets 2020: $262,579Liabilities 2020: $23,323Net Assets 2020: $239,2562020Assets 2021: $270,375Liabilities 2021: $23,323Net Assets 2021: $247,0522021Assets 2022: $153,759Liabilities 2022: $15,000Net Assets 2022: $138,7592022Assets 2023: $529,275Liabilities 2023: $19,844Net Assets 2023: $509,4312023Assets 2024: $1,518,617Liabilities 2024: -$2,496Net Assets 2024: $1,521,1132024

Highlighted filing

2021

Assets$270,375
Liabilities$23,323
Net Assets$247,052

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $170,835Expenses 2016: $169,143Net Income 2016: $1,6922016Revenue 2018: $210,790Expenses 2018: $217,715Net Income 2018: -$6,9252018Revenue 2019: $164,307Expenses 2019: $55,808Net Income 2019: $108,4992019Revenue 2020: $248,218Expenses 2020: $134,896Net Income 2020: $113,3222020Revenue 2021: $370,756Expenses 2021: $353,098Net Income 2021: $17,6582021Revenue 2022: $703,053Expenses 2022: $541,900Net Income 2022: $161,1532022Revenue 2023: $999,130Expenses 2023: $613,999Net Income 2023: $385,1312023Revenue 2024: $1,474,198Expenses 2024: $521,910Net Income 2024: $952,2882024

Highlighted filing

2021

Revenue$370,756
Expenses$353,098
Net Income$17,658
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 3, 2022
Return Version
2021v4.2
Gross Receipts
$370,756
Mission and Program Overview

Mission

This is a nonprofit public benefit corporation and is not organized for the private gain of any person. It is organized under the nonprofit public benefit corporation law for charitable purposes. Specifically[:comma:] it shall conduct services that promote self-sufficiency through personal development[:comma:] job readiness[:comma:] ged/hiset preparation[:comma:] adult mentoring and supportive services that eliminate barriers that cause chronic unemployment.

This is a nonprofit public benefit corporation and is not organized for the private gain of any person. It is organized under the nonprofit public benefit corporation law for charitable purposes. Specifically it shall conduct services that promote self-sufficiency through personal development job readiness ged/hiset preparation adult mentoring and supportive services that eliminate barriers that cause chronic unemployment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$122,190$173,915▲ $51,725
Intangible Assets$104,729--
Accounts Receivable$35,660$96,460▲ $60,800
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$262,579$270,375▲ $7,796
Liabilities
Accounts Payable and Accrued Expenses$23,323$23,323→ $0
Total Liabilities$23,323$23,323→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$239,256$229,396▼ $9,860
Net Assets With Donor Restrictions$0$17,656▲ $17,656
Total Net Assets Fund Balance$239,256$247,052▲ $7,796
Total Liabilities and Net Assets / Fund Balance$262,579$270,375▲ $7,796
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lisa Miller BrownExecutive DirectorFT$50,000$50,000

Board Members and Trustees

NameTitle
David Foster SrBoard President
Laura ApplingVice President
Alexay WrightBoard Member
Michaela WrightBoard Member
Yolanda RaineySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$345,232
Program Service Revenue
$25,132
Investment Income
$0
Other Revenue
$392
Change in Net Assets
$17,658
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$180,996
Salaries, Compensation, and Employee Benefits$172,102
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$172,102-$172,102
All Other Expenses$137,494--$137,494
Insurance-$17,195-$17,195
Occupancy-$10,436-$10,436
Conferences and Meetings$2,760--$2,760
Fees for Services Accounting-$2,500-$2,500
Other Expenses$2,417--$2,417
Total Functional Expenses$150,866$202,233$0$353,098
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
Lobbying 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
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 11B

The organization has a special called board meeting to discuss the form 990.

Part VI, Section B, Line 12C

The organization would ask each member if there was a conflict of interest each year.

Part VI, Section B, Line 15A

Line 15 a the executive directors salary is approved by the board of directors line 15 b employees salaries are determined by the executive director. The other directors are not paid.

Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financial statements are available to the public upon request.

Part VII, Line 1A(B)

Provides leadership to the board of directors who sets policy and to whom the chief executive is accountable. Chairs meetings of the board after developing the agenda with the chief executive. Appoints the chairpersons of committees in consultation with other board members.

Part VII, Line 1A(B)

Regularly attends board meetings and important related meetings. Makes serious commitment to participate actively in committee work. Volunteers for and willingly accepts assignments and completes them thoroughly and on time. Participates in fund raising for the organization.

Part VII, Line 1A(B)

Maintains records of the board and ensures effective management of organization records. Manages minutes of board meetings. Ensures minutes are distributed to members shortly after each meeting.

Part VII, Line 1A(B)

Performs chair responsibilities when the chair cannot be available. Participates with the chair to develop and implement officer transition plans. Performs other responsibilities as assigned by the board including fundraising for the organization.

Part VII, Line 1A(B)

Makes serious commitment to participate actively in committee work. Is an active participant in the committee s annual evaluation and planning efforts. Particpates in fund raising for the organization.

Part VII, Line 1A(B)

Developing and implementing strategies aiming to promote pivot s mission and voice. Creating complete business plans for the attainment of goals and objectives set by the board of directors. Building an effective team of leaders by providing guidance and coaching to subordinate managers.

Filing and Contact Details

Filer

Filer Name
Pivot Sac
EIN
65-1280171
Phone
9164967764
Address
3 4625 44TH STREET, SACRAMENTO, CA 95820

Signing Officer

Name
Lisa Miller
Title
Executive Director
Phone
9169194338
Signed
2022-04-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Miller
Formed
2006
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
5

Preparer

Firm
Donald R Mcwilliams CPA
Address
1985 LAKELAND DRIVE, SUITE 100, JACKSON, MS 39216
Preparer
Philando Brown
Phone
6019534764
Supplemental Narrative

Additional Explanations

Part IX, Line 24E

Other expenses contract 315.00 workshop instructors 600.00 outside contract services 129,320.77 gas amp fuel 18.50 supportive services 6,596.16 stipends 225.67 other 187.11 meals amp entertainment 211.56 taxes amp licenses 19.60 total 137,494.37

Part XI, Line 9

Prior period adjustment -usd 9,860.33

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS A SPECIAL CALLED BOARD MEETING TO DISCUSS THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION WOULD ASK EACH MEMBER IF THERE WAS A CONFLICT OF INTEREST EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 15 A THE EXECUTIVE DIRECTORS SALARY IS APPROVED BY THE BOARD OF DIRECTORS LINE 15 B EMPLOYEES SALARIES ARE DETERMINED BY THE EXECUTIVE DIRECTOR. THE OTHER DIRECTORS ARE NOT PAID.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDES LEADERSHIP TO THE BOARD OF DIRECTORS WHO SETS POLICY AND TO WHOM THE CHIEF EXECUTIVE IS ACCOUNTABLE. CHAIRS MEETINGS OF THE BOARD AFTER DEVELOPING THE AGENDA WITH THE CHIEF EXECUTIVE. APPOINTS THE CHAIRPERSONS OF COMMITTEES IN CONSULTATION WITH OTHER BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REGULARLY ATTENDS BOARD MEETINGS AND IMPORTANT RELATED MEETINGS. MAKES SERIOUS COMMITMENT TO PARTICIPATE ACTIVELY IN COMMITTEE WORK. VOLUNTEERS FOR AND WILLINGLY ACCEPTS ASSIGNMENTS AND COMPLETES THEM THOROUGHLY AND ON TIME. PARTICIPATES IN FUND RAISING FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MAINTAINS RECORDS OF THE BOARD AND ENSURES EFFECTIVE MANAGEMENT OF ORGANIZATION RECORDS. MANAGES MINUTES OF BOARD MEETINGS. ENSURES MINUTES ARE DISTRIBUTED TO MEMBERS SHORTLY AFTER EACH MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PERFORMS CHAIR RESPONSIBILITIES WHEN THE CHAIR CANNOT BE AVAILABLE. PARTICIPATES WITH THE CHAIR TO DEVELOP AND IMPLEMENT OFFICER TRANSITION PLANS. PERFORMS OTHER RESPONSIBILITIES AS ASSIGNED BY THE BOARD INCLUDING FUNDRAISING FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MAKES SERIOUS COMMITMENT TO PARTICIPATE ACTIVELY IN COMMITTEE WORK. IS AN ACTIVE PARTICIPANT IN THE COMMITTEE S ANNUAL EVALUATION AND PLANNING EFFORTS. PARTICPATES IN FUND RAISING FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DEVELOPING AND IMPLEMENTING STRATEGIES AIMING TO PROMOTE PIVOT S MISSION AND VOICE. CREATING COMPLETE BUSINESS PLANS FOR THE ATTAINMENT OF GOALS AND OBJECTIVES SET BY THE BOARD OF DIRECTORS. BUILDING AN EFFECTIVE TEAM OF LEADERS BY PROVIDING GUIDANCE AND COACHING TO SUBORDINATE MANAGERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OTHER EXPENSES CONTRACT 315.00 WORKSHOP INSTRUCTORS 600.00 OUTSIDE CONTRACT SERVICES 129,320.77 GAS AMP FUEL 18.50 SUPPORTIVE SERVICES 6,596.16 STIPENDS 225.67 OTHER 187.11 MEALS AMP ENTERTAINMENT 211.56 TAXES AMP LICENSES 19.60 TOTAL 137,494.37
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PRIOR PERIOD ADJUSTMENT -USD 9,860.33
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, LINE 1A(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VII, LINE 1A(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART VII, LINE 1A(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART VII, LINE 1A(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8PART VII, LINE 1A(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9PART VII, LINE 1A(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11PART XI, LINE 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0262579
IRS990/TotalAssetsEOYAmt0270375
IRS990/TotalAssetsGrp/BOYAmt0262579
IRS990/TotalAssetsGrp/EOYAmt0270375
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0345232
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0202233
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0150866
IRS990/TotalFunctionalExpensesGrp/TotalAmt0353098
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023323
IRS990/TotalLiabilitiesEOYAmt023323
IRS990/TotalLiabilitiesGrp/BOYAmt023323
IRS990/TotalLiabilitiesGrp/EOYAmt023323
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0239256
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0247052
IRS990/TotalProgramServiceExpensesAmt0170535
IRS990/TotalProgramServiceRevenueAmt025132
IRS990/TotalReportableCompFromOrgAmt050000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025524
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0370756
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0262579
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0270375
IRS990/TransactionWithControlEntInd00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05860 Stallon Way
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095823
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.PIVOTSAC.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09169194338
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PIVOT SAC
ReturnHeader/Filer/BusinessNameControlTxt0PIVO
ReturnHeader/Filer/EIN0651280171
ReturnHeader/Filer/PhoneNum09164967764
ReturnHeader/Filer/USAddress/AddressLine1Txt03 4625 44TH STREET
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095820
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270720976
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONALD R MCWILLIAMS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01985 LAKELAND DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039216
ReturnHeader/PreparerPersonGrp/PhoneNum06019534764
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILANDO BROWN
ReturnHeader/ReturnTs02022-04-05T13:10:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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