Civic Intelligence

Humanities West

990 • Fiscal year 2021 • EIN 68-0011404

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 17, 2021

PO Box 546San Francisco, CA 94104

(415) 391-9700

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

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

Net Margin

9th percentile

-79%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

23rd percentile

-13%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

6th percentile

-85%

Faster revenue growth than 6% of similar nonprofits.

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

Assets

Down

$134,584

Down $20,285 (-13%) from 2020

Net Assets

Down

$134,244

Down $20,233 (-13%) from 2020

Liabilities

Down

$340

Down $52 (-13%) from 2020

Revenue

Down

$22,272

Down $125,492 (-85%) from 2020

Expenses

Down

$39,917

Down $118,714 (-75%) from 2020

Net Income

Down

-$17,645

Down $6,778 (-62%) from 2020

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $77,677Liabilities 2011: $2,086Net Assets 2011: $75,5912011Assets 2012: $79,831Liabilities 2012: $3,281Net Assets 2012: $76,5502012Assets 2013: $83,950Liabilities 2013: $2,813Net Assets 2013: $81,1372013Assets 2014: $106,590Liabilities 2014: $2,644Net Assets 2014: $103,9462014Assets 2015: $109,121Liabilities 2015: $2,744Net Assets 2015: $106,3772015Assets 2016: $118,475Liabilities 2016: $2,780Net Assets 2016: $115,6952016Assets 2017: $123,695Liabilities 2017: $0Net Assets 2017: $123,6952017Assets 2018: $154,371Liabilities 2018: $2,812Net Assets 2018: $151,5592018Assets 2019: $168,161Liabilities 2019: $2,817Net Assets 2019: $165,3442019Assets 2020: $154,869Liabilities 2020: $392Net Assets 2020: $154,4772020Assets 2021: $134,584Liabilities 2021: $340Net Assets 2021: $134,2442021Assets 2022: $127,092Liabilities 2022: $0Net Assets 2022: $127,0922022Assets 2023: $103,173Liabilities 2023: $0Net Assets 2023: $103,1732023Assets 2024: $62,379Net Assets 2024: $62,3792024Assets 2025: $36,008Net Assets 2025: $36,0082025

Highlighted filing

2021

Assets$134,584
Liabilities$340
Net Assets$134,244

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $221,796Expenses 2011: $194,589Net Income 2011: $27,2072011Revenue 2012: $221,604Expenses 2012: $220,645Net Income 2012: $9592012Revenue 2013: $221,522Expenses 2013: $216,935Net Income 2013: $4,5872013Revenue 2014: $238,475Expenses 2014: $215,661Net Income 2014: $22,8142014Revenue 2015: $235,132Expenses 2015: $232,701Net Income 2015: $2,4312015Revenue 2016: $234,699Expenses 2016: $225,465Net Income 2016: $9,2342016Revenue 2017: $260,979Expenses 2017: $252,928Net Income 2017: $8,0512017Revenue 2018: $286,225Expenses 2018: $258,361Net Income 2018: $27,8642018Revenue 2019: $264,413Expenses 2019: $247,936Net Income 2019: $16,4772019Revenue 2020: $147,764Expenses 2020: $158,631Net Income 2020: -$10,8672020Revenue 2021: $22,272Expenses 2021: $39,917Net Income 2021: -$17,6452021Revenue 2022: $30,955Expenses 2022: $38,107Net Income 2022: -$7,1522022Revenue 2023: $20,096Expenses 2023: $44,015Net Income 2023: -$23,9192023Revenue 2024: $6,896Expenses 2024: $47,217Net Income 2024: -$40,3212024Revenue 2025: $11,538Expenses 2025: $37,404Net Income 2025: -$25,8662025

Highlighted filing

2021

Revenue$22,272
Expenses$39,917
Net Income-$17,645
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 17, 2021
Return Version
2020v4.1
Gross Receipts
$22,272
Mission and Program Overview

Mission

NONE

Serving the bay area since 1983, humanities west explores history and celebrates the arts through time and across the globe, bringing you illuminating lectures and dynamic performances that focus on the people, places, and events that have shaped, and still inform, modern cultures. Humanities west is the only independent non-profit offering humanities and arts programs of this scale.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$154,142$134,354▼ $19,788
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$154,869$134,584▼ $20,285
Other Assets Total$727$230▼ $497
Liabilities
Accounts Payable and Accrued Expenses$392$340▼ $52
Total Liabilities$392$340▼ $52
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$154,477$134,244▼ $20,233
Total Net Assets Fund Balance$154,477$134,244▼ $20,233
Total Liabilities and Net Assets / Fund Balance$154,869$134,584▼ $20,285

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$5,586$5,586
Compensation and Service Providers

Board Members and Trustees

NameTitle
George HammondChairman
Andrew LinfordVice Chairman
Gregory ChinVice Chairman
Jessica HickokVice Chairman
Adam De SouzaDirector
Clifford CrannaDirector
Cyrene LiangDirector
Douglas GrigsbyDirector
J Fernando CorredorDirector
Margaret HaubenDirector
Roberta MundieDirector
Theresa NelsonDirector
Cynthia Pham GordonExecutive Director
Charles BowmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$22,264
Program Service Revenue
$0
Investment Income
$8
Other Revenue
$0
All Other Contributions
$22,264
Change in Net Assets
$-17,645
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,807
Salaries, Compensation, and Employee Benefits$19,110
Total Fundraising Expense$1,359
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$10,800$1,200$12,000
Occupancy-$10,755-$10,755
Other Salaries and Wages-$5,518-$5,518
Fees for Services Other-$2,336-$2,336
Insurance-$1,857-$1,857
Other Employee Benefits-$1,433$159$1,592
Other Expenses-$987-$987
Advertising-$332-$332
All Other Expenses-$-2,027-$-2,027
Total Functional Expenses$0$38,558$1,359$39,917
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
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
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 B, Line 11B

Presented to the board via the treasurer and the executive director.

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

Monitoring and enforcement of policy is accomplished by disclosure of conflicts, reporting of conflicts and exclusion or resolution of conflict by board or committee.

Form 990, Part VI, Section B, Line 15A

The executive director's salary was determined using comparable salary data at the time of hiring.

Form 990, Part VI, Section C, Line 19

Available for public inspection upon request.

Filing and Contact Details

Filer

Filer Name
Humanities West
EIN
68-0011404
Phone
4153919700
Address
PO BOX 546, SAN FRANCISCO, CA 94104

Signing Officer

Name
Charles Bowman
Title
Treasurer
Phone
4153919700
Signed
2021-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Bowman
Formed
1983
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
0

Preparer

Firm
Quiroz & Company Llp Cpas
Address
580 CALIFORNIA STREET STE 1200, SAN FRANCISCO, CA 94104
Preparer
Carlos a Quiroz
Phone
4159863340
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Other adjustments -2,588.

Raw XML Appendix398 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0147765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0264413
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0286225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0260979
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0981646
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0981646
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022264
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0147765
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0264413
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0286225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0260979
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0981646
IRS990ScheduleA/TotalSupportAmt0981646
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05586
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05586
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRESENTED TO THE BOARD VIA THE TREASURER AND THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MONITORING AND ENFORCEMENT OF POLICY IS ACCOMPLISHED BY DISCLOSURE OF CONFLICTS, REPORTING OF CONFLICTS AND EXCLUSION OR RESOLUTION OF CONFLICT BY BOARD OR COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR'S SALARY WAS DETERMINED USING COMPARABLE SALARY DATA AT THE TIME OF HIRING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER ADJUSTMENTS -2,588.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0154869
IRS990/TotalAssetsEOYAmt0134584
IRS990/TotalAssetsGrp/BOYAmt0154869
IRS990/TotalAssetsGrp/EOYAmt0134584
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt022264
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01359
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038558
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt039917
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0392
IRS990/TotalLiabilitiesEOYAmt0340
IRS990/TotalLiabilitiesGrp/BOYAmt0392
IRS990/TotalLiabilitiesGrp/EOYAmt0340
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0154477
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0134244
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt022272
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0154869
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0134584
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 546
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094104
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0HUMANITIESWEST.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES BOWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04153919700
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUMANITIES WEST
ReturnHeader/Filer/BusinessNameControlTxt0HUMA
ReturnHeader/Filer/EIN0680011404
ReturnHeader/Filer/PhoneNum04153919700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 546
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943313709
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0QUIROZ & COMPANY LLP CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0580 CALIFORNIA STREET STE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159863340
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARLOS A QUIROZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-17T21:14:55-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOWMAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.12$0.37$0.26
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.07$0.47$0.40
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.20$0.44$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.31$0.38$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.34$0.22$0.40$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.54$1.48$1.59$0.11
2019Summary only. Only limited summary data is available for this year.$1.68$0.03$1.65$2.64$2.48$0.16
2018Summary only. Only limited summary data is available for this year.$1.54$0.03$1.52$2.86$2.58$0.28
2017Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$2.61$2.53$0.08
2016Summary only. Only limited summary data is available for this year.$1.18$0.03$1.16$2.35$2.25$0.09
2015Summary only. Only limited summary data is available for this year.$1.09$0.03$1.06$2.35$2.33$0.02
2014Summary only. Only limited summary data is available for this year.$1.07$0.03$1.04$2.38$2.16$0.23
2013Summary only. Only limited summary data is available for this year.$0.84$0.03$0.81$2.22$2.17$0.05
2012Summary only. Only limited summary data is available for this year.$0.80$0.03$0.77$2.22$2.21$0.01
2011Summary only. Only limited summary data is available for this year.$0.78$0.02$0.76$2.22$1.95$0.27