Civic Intelligence

Benchmark Institute

990EZ • Fiscal year 2018 • EIN 68-0176291

Jul 01, 2017 to Jun 30, 2018 • Filed on May 09, 2019

Organization Profilewww.benchmarkinstitute.org
431 Alvarado StreetSan Francisco, CA 94114

(415) 695-9296

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.85x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

96th percentile

1.40x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

11th percentile

-34%

Higher net margin than 11% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

95th percentile

$63,457

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 63.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

22nd percentile

-17%

Faster asset growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$164,731

Down $34,448 (-17%) from 2017

Net Assets

Down

$23,978

Down $34,290 (-59%) from 2017

Liabilities

Down

$140,753

Down $158 (-0.1%) from 2017

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin11th percentile

Revenue

Down

$100,664

Down $30,697 (-23%) from 2017

Expenses

Down

$134,954

Down $25,674 (-16%) from 2017

Net Income

Down

-$34,290

Down $5,023 (-17%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$300K$200K$100K$0Assets 2011: $148,277Liabilities 2011: $56,229Net Assets 2011: $92,0482011Assets 2012: $206,420Liabilities 2012: $134,253Net Assets 2012: $72,1672012Assets 2013: $204,387Liabilities 2013: $131,719Net Assets 2013: $72,6682013Assets 2014: $180,791Liabilities 2014: $31,788Net Assets 2014: $149,0032014Assets 2015: $192,812Liabilities 2015: $29,561Net Assets 2015: $163,2512015Assets 2016: $274,997Liabilities 2016: $187,462Net Assets 2016: $87,5352016Assets 2017: $199,179Liabilities 2017: $140,911Net Assets 2017: $58,2682017Assets 2018: $164,731Liabilities 2018: $140,753Net Assets 2018: $23,9782018Assets 2019: $173,526Liabilities 2019: $59,595Net Assets 2019: $113,9312019Assets 2020: $108,408Net Assets 2020: $108,4082020Assets 2021: $186,006Net Assets 2021: $186,0062021Assets 2022: $211,208Net Assets 2022: $211,2082022Assets 2023: $220,676Net Assets 2023: $220,6762023Assets 2024: $222,941Net Assets 2024: $222,9412024Assets 2025: $220,390Net Assets 2025: $220,3902025

Highlighted filing

2018

Assets$164,731
Liabilities$140,753
Net Assets$23,978
Open 2018 Filing

Operations Trend

Revenue Growth21st percentile

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

$400K$200K$0-$200KRevenue 2011: $374,936Expenses 2011: $325,980Net Income 2011: $48,9562011Revenue 2012: $245,275Expenses 2012: $265,156Net Income 2012: -$19,8812012Revenue 2013: $206,145Expenses 2013: $205,644Net Income 2013: $5012013Revenue 2014: $309,433Expenses 2014: $233,098Net Income 2014: $76,3352014Revenue 2015: $208,280Expenses 2015: $194,032Net Income 2015: $14,2482015Revenue 2016: $124,110Expenses 2016: $199,826Net Income 2016: -$75,7162016Revenue 2017: $131,361Expenses 2017: $160,628Net Income 2017: -$29,2672017Revenue 2018: $100,664Expenses 2018: $134,954Net Income 2018: -$34,2902018Revenue 2019: $158,339Expenses 2019: $143,090Net Income 2019: $15,2492019Revenue 2020: $154,460Expenses 2020: $96,110Net Income 2020: $58,3502020Revenue 2021: $90,032Expenses 2021: $12,434Net Income 2021: $77,5982021Revenue 2022: $35,891Expenses 2022: $10,689Net Income 2022: $25,2022022Revenue 2023: $15,815Expenses 2023: $6,347Net Income 2023: $9,4682023Revenue 2024: $7,307Expenses 2024: $5,042Net Income 2024: $2,2652024Revenue 2025: $2,948Expenses 2025: $5,499Net Income 2025: -$2,5512025

Highlighted filing

2018

Revenue$100,664
Expenses$134,954
Net Income-$34,290
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 9, 2019
Return Version
2017v2.2
Gross Receipts
$100,664
Mission and Program Overview

Mission

Benchmark Institute is an educational institution which develops and delivers training to public interest lawyers, paralegals, clients and other service providers whose work requires legal knowledge. Benchmark is dedicated to empowering people through excellence in innovative education, training and development.We are committed to:- making a difference in the quality and quantity of services in the public interest community- fostering change to meet the needs of an increasingly diverse population- building a community that values caring, competence and commitment

Program Services

DescriptionGrantsExpenses
Provided 2,271 hours of training to 111 people.$123,291-
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rosemary FrenchPres./Exec DirectorFT$56,339$7,118$63,457
Joyce AlexanderBoard Chair-$0--
Mary J LinesBoard Member-$0--
Silvia MartinezBoard Member-$0--
Marie ContrerasVP/Secr/TreasurFT$0--
Filing and Contact Details

Filer

Filer Name
Benchmark Institute
EIN
68-0176291
Phone
4156959296
Address
431 Alvarado Street, San Francisco, CA 94114

Signing Officer

Name
Rosemary French
Title
Pres./Exec Director
Signed
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Crosby & Kaneda CPAs LLP
Address
1970 Broadway STE 930, Oakland, CA 94612
Preparer
Adele Kaneda
Phone
5108352727
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $9045”

Other Expenses.1005

“Travel $28872”

Other Expenses.1012

“Insurance $770”

Other Expenses.2

“Library $1738”

Other Expenses.3

“Miscellaneous $80”

Other Assets.1004

“Miscellaneous - Beginning $4613 Miscellaneous - Ending $4613”

Other Assets.1

“Deposits - Beginning $656 Deposits - Ending $656”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $140911 Accounts Payable and Accrued Expenses - Ending $140753”

Form 990 Part IV List of Officers

“The organization received in-kind program and administrative services from Board Secretary/Treasurer Marie Contreras.”

Raw XML Appendix171 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Joyce Alexander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mary J Lines
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Silvia Martinez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rosemary French
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Marie Contreras
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Pres./Exec Dir
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP/Secr/Treasur
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt023134
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt033264
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78330
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IRS990ScheduleA/TotalSupportAmt0478073
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $9045
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $28872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Library $1738
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Miscellaneous $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Miscellaneous - Beginning $4613 Miscellaneous - Ending $4613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Deposits - Beginning $656 Deposits - Ending $656
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Payable and Accrued Expenses - Beginning $140911 Accounts Payable and Accrued Expenses - Ending $140753
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8The organization received in-kind program and administrative services from Board Secretary/Treasurer Marie Contreras.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1004
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990 Part IV List of Officers
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rosemary French
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Pres./Exec Dir
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Benchmark Institute
ReturnHeader/Filer/BusinessNameControlTxt0BENC
ReturnHeader/Filer/EIN0680176291
ReturnHeader/Filer/PhoneNum04156959296
ReturnHeader/Filer/USAddress/AddressLine1Txt0431 Alvarado Street
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094114
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01970 Broadway STE 930
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094612
ReturnHeader/PreparerPersonGrp/PhoneNum05108352727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adele Kaneda
ReturnHeader/ReturnTs02019-05-09T13:23:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$164,731
Liabilities
$140,753
Net assets
$23,978
Revenue
$100,664
Expenses
$134,954
Net income
-$34,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.20$2.20$0.03$0.05$0.03
2024Detailed filing. Detailed filing data is available for this year.$2.23$2.23$0.07$0.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.21$2.21$0.16$0.06$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.11$2.11$0.36$0.11$0.25
2021Detailed filing. Detailed filing data is available for this year.$1.86$1.86$0.90$0.12$0.78
2020Detailed filing. Detailed filing data is available for this year.$1.08$1.08$1.54$0.96$0.58
2019Detailed filing. Detailed filing data is available for this year.$1.74$0.60$1.14$1.58$1.43$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.65$1.41$0.24$1.01$1.35$0.34
2017Detailed filing. Detailed filing data is available for this year.$1.99$1.41$0.58$1.31$1.61$0.29
2016Detailed filing. Detailed filing data is available for this year.$2.75$1.87$0.88$1.24$2.00$0.76
2015Summary only. Only limited summary data is available for this year.$1.93$0.30$1.63$2.08$1.94$0.14
2014Summary only. Only limited summary data is available for this year.$1.81$0.32$1.49$3.09$2.33$0.76
2013Summary only. Only limited summary data is available for this year.$2.04$1.32$0.73$2.06$2.06$0.01
2012Summary only. Only limited summary data is available for this year.$2.06$1.34$0.72$2.45$2.65$0.20
2011Summary only. Only limited summary data is available for this year.$1.48$0.56$0.92$3.75$3.26$0.49