Civic Intelligence

Linking Education and Economic

990 • Fiscal year 2017 • EIN 68-0287387

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

1410 Ethan WaySacramento, CA 95825

(916) 923-9815

Siviq Scores

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

Liabilities / Assets

89th percentile

0.86x

Higher debt load relative to assets than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.23x

Higher debt load relative to revenue than 66% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

14th percentile

-19%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

39th percentile

$21,000

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

6th percentile

-21%

Faster asset growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-26%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$290,566

Down $76,571 (-21%) from 2016

Net Assets

Down

$41,471

Down $170,963 (-80%) from 2016

Liabilities

Up

$249,095

Up $94,392 (+61%) from 2016

Revenue

Down

$1,083,836

Down $385,935 (-26%) from 2016

Expenses

Up

$1,285,924

Up $20,489 (+1.6%) from 2016

Net Income

Down

-$202,088

Down $406,424 (-199%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2010: $455,714Liabilities 2010: $280,018Net Assets 2010: $175,6962010Assets 2011: $219,542Liabilities 2011: $65,611Net Assets 2011: $153,9312011Assets 2012: $197,597Liabilities 2012: $129,565Net Assets 2012: $68,0322012Assets 2013: $288,666Liabilities 2013: $122,378Net Assets 2013: $166,2882013Assets 2014: $328,677Liabilities 2014: $338,556Net Assets 2014: -$9,8792014Assets 2015: $377,439Liabilities 2015: $369,341Net Assets 2015: $8,0982015Assets 2016: $367,137Liabilities 2016: $154,703Net Assets 2016: $212,4342016Assets 2017: $290,566Liabilities 2017: $249,095Net Assets 2017: $41,4712017Assets 2018: $453,477Liabilities 2018: $42,037Net Assets 2018: $411,4402018Assets 2019: $300,085Liabilities 2019: $23,860Net Assets 2019: $276,2252019Assets 2020: $87,637Liabilities 2020: $17,020Net Assets 2020: $70,6172020Assets 2021: $129,035Liabilities 2021: $11,794Net Assets 2021: $117,2412021Assets 2022: $126,174Liabilities 2022: $27,217Net Assets 2022: $98,9572022Assets 2023: $201,511Liabilities 2023: $35,707Net Assets 2023: $165,8042023Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$290,566
Liabilities$249,095
Net Assets$41,471

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $613,3092010Revenue 2011: $654,204Expenses 2011: $675,969Net Income 2011: -$21,7652011Expenses 2012: $830,0742012Revenue 2013: $2,503,718Expenses 2013: $2,405,462Net Income 2013: $98,2562013Revenue 2014: $1,598,584Expenses 2014: $1,774,751Net Income 2014: -$176,1672014Revenue 2015: $2,169,626Expenses 2015: $2,141,649Net Income 2015: $27,9772015Revenue 2016: $1,469,771Expenses 2016: $1,265,435Net Income 2016: $204,3362016Revenue 2017: $1,083,836Expenses 2017: $1,285,924Net Income 2017: -$202,0882017Revenue 2018: $1,141,924Expenses 2018: $771,955Net Income 2018: $369,9692018Revenue 2019: $608,063Expenses 2019: $743,278Net Income 2019: -$135,2152019Revenue 2020: $53,851Expenses 2020: $259,459Net Income 2020: -$205,6082020Revenue 2021: $178,321Expenses 2021: $131,697Net Income 2021: $46,6242021Revenue 2022: $140,947Expenses 2022: $159,231Net Income 2022: -$18,2842022Revenue 2023: $430,564Expenses 2023: $363,717Net Income 2023: $66,8472023Revenue 2024: $106,786Expenses 2024: $272,591Net Income 2024: -$165,8052024

Highlighted filing

2017

Revenue$1,083,836
Expenses$1,285,924
Net Income-$202,088
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$1,083,836
Mission and Program Overview

Mission

To reduce equity gaps, attainment gaps, and skills gaps by increasing the educational attainment of working age adults, aged 25 to 64.

To integrate community stakeholders and resources to ensure student success, workforce readiness, and overall prosperity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$118,378$220,645▲ $102,267
Pledges and Grants Receivable$248,759$62,240▼ $186,519
Prepaid Expenses and Deferred Charges-$6,672-
Land, Buildings, and Equipment, Net-$1,009-
Total Assets$367,137$290,566▼ $76,571
Liabilities
Unsecured Notes Loans Payable-$157,500-
Accounts Payable and Accrued Expenses$154,703$91,595▼ $63,108
Total Liabilities$154,703$249,095▲ $94,392
Net Assets / Fund Balance
Temporarily Rstr Net Assets$109,548--
Unrestricted Net Assets$102,886$41,471▼ $61,415
Total Net Assets Fund Balance$212,434$41,471▼ $170,963
Total Liabilities and Net Assets / Fund Balance$367,137$290,566▼ $76,571

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,009$73,698-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Brian BedfordCEOFT$21,000$21,000

Board Members and Trustees

NameTitle
R NelsonBoard Chair
A De La OTrustee
A OrchardTrustee
B BalianTrustee
B SandeenTrustee
C CabaldonTrustee
C JenningsTrustee
D GordonTrustee
D HahnTrustee
D MaguireTrustee
D OrtizTrustee
D RoughtonTrustee
E TroshinskyTrustee
G Garbolino-moTrustee
G MayTrustee
L CutlerTrustee
M MarionTrustee
P BradeyTrustee
P FongTrustee
P KennedyTrustee
S BrayTrustee
S MoakTrustee
T RodriguezTrustee
V RamosTrustee
V WurstenTrustee
W DuncanTrustee
B KingSecretary
K MaciasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,003,665
Program Service Revenue
$0
Investment Income
$743
Other Revenue
$79,428
All Other Contributions
$533,524
Change in Net Assets
$-202,088
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$806,966
Salaries, Compensation, and Employee Benefits$478,958
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$307,534$98,687-$406,221
Fees for Services Other$253,843$119,193-$373,036
Conferences and Meetings$233,222$7,207-$240,429
Office Expenses$41,440$46,571-$88,011
Advertising$22,930$7,643-$30,573
Other Employee Benefits$20,080$6,693-$26,773
Payroll Taxes$18,723$6,241-$24,964
Fees for Services Legal-$24,926-$24,926
Current Officers, Directors, Trustees, and Key Employees$15,898$5,102-$21,000
Travel$14,123$3,566-$17,689
Occupancy$3,064$12,924-$15,988
Fees for Services Accounting-$9,830-$9,830
Other Expenses$3,007$2,044-$2,044
Depreciation Depletion$151$51-$202
Total Functional Expenses$934,187$351,737$0$1,285,924
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
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
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

Page 6 Part VI Section A Question 11B

A copy of form 990 was made available to all members of the governing board prior to filing.

Page 6 Part VI Section B Question 15B

Compensation for the organization's ceo and any key employees is determined on an annual basis by the board of directors.

Page 6 Part VI Section C Question 19

The form 990, financial statements, and any governing docs are available to the public upon demand. The form 990 is also available on the guidestar website.

Page 6 Part VI Section A Question 12C

Annual re-certification of no conflicts is required of all officers, directors, and trustees.

Filing and Contact Details

Filer

Filer Name
Linking Education and Economic
EIN
68-0287387
Phone
9169239815
Address
1410 ETHAN WAY, SACRAMENTO, CA 95825

Signing Officer

Name
David Inniss
Title
Interim CEO
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Inniss
Formed
1992
Legal Domicile
CA
Voting Board Members
28
Independent Board Members
28
Employees
4
Volunteers
28

Preparer

Firm
Parsfin Inc
Address
1296 E GIBSON ROAD STE A 230, WOODLAND, CA 95776
Preparer
Brad Parsons
Phone
5309332723
Supplemental Narrative

Additional Explanations

Page 10 Part IX Line 11G

$152,735 paid for outsourced consultant services $220,300 paid for grant outsourced services

Raw XML AppendixShowing 400 of 560 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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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.11$0.27$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.04$0.17$0.43$0.36$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.13$0.03$0.10$0.14$0.16$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.13$0.01$0.12$0.18$0.13$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.09$0.02$0.07$0.05$0.26$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.02$0.28$0.61$0.74$0.14
2018Summary only. Only limited summary data is available for this year.$0.45$0.04$0.41$1.14$0.77$0.37
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.25$0.04$1.08$1.29$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.15$0.21$1.47$1.27$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.37$0.01$2.17$2.14$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.34$0.01$1.60$1.77$0.18
2013Summary only. Only limited summary data is available for this year.$0.29$0.12$0.17$2.50$2.41$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.13$0.07$0.83
2011Summary only. Only limited summary data is available for this year.$0.22$0.07$0.15$0.65$0.68$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.28$0.18$0.61