Civic Intelligence

Transformca DBA Transform

990 • Fiscal year 2017 • EIN 72-1521579

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 16, 2018

436 14th Street No 600Oakland, CA 94612

(510) 740-3150

Siviq Scores

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

Liabilities / Assets

56th percentile

0.13x

Higher debt load relative to assets than 56% of similar nonprofits.

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

Liabilities / Revenue

46th percentile

0.08x

Higher debt load relative to revenue than 46% of similar nonprofits.

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

Net Margin

49th percentile

2.6%

Higher net margin than 49% of similar nonprofits.

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

Top Officer Pay

80th percentile

$132,047

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

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

Asset Growth

55th percentile

4.8%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

82nd percentile

35%

Faster revenue growth than 82% of similar nonprofits.

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

Assets

Up

$2,065,887

Up $94,781 (+4.8%) from 2016

Net Assets

Up

$1,791,909

Up $90,697 (+5.3%) from 2016

Liabilities

Up

$273,978

Up $4,084 (+1.5%) from 2016

Revenue

Up

$3,440,364

Up $886,380 (+35%) from 2016

Expenses

Up

$3,349,667

Up $15,539 (+0.5%) from 2016

Net Income

Up

$90,697

Up $870,841 (+112%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,656,397Liabilities 2011: $206,383Net Assets 2011: $2,450,0142011Assets 2012: $3,343,363Liabilities 2012: $217,626Net Assets 2012: $3,125,7372012Assets 2013: $2,711,646Liabilities 2013: $158,728Net Assets 2013: $2,552,9182013Assets 2014: $2,540,386Liabilities 2014: $179,332Net Assets 2014: $2,361,0542014Assets 2015: $2,731,896Liabilities 2015: $250,540Net Assets 2015: $2,481,3562015Assets 2016: $1,971,106Liabilities 2016: $269,894Net Assets 2016: $1,701,2122016Assets 2017: $2,065,887Liabilities 2017: $273,978Net Assets 2017: $1,791,9092017Assets 2018: $2,127,617Liabilities 2018: $231,534Net Assets 2018: $1,896,0832018Assets 2019: $2,340,010Liabilities 2019: $314,724Net Assets 2019: $2,025,2862019Assets 2020: $2,583,705Liabilities 2020: $407,347Net Assets 2020: $2,176,3582020Assets 2021: $2,371,577Liabilities 2021: $224,444Net Assets 2021: $2,147,1332021Assets 2022: $4,402,428Liabilities 2022: $1,599,686Net Assets 2022: $2,802,7422022Assets 2023: $2,647,793Liabilities 2023: $1,369,037Net Assets 2023: $1,278,7562023Assets 2024: $2,083,724Liabilities 2024: $1,337,330Net Assets 2024: $746,3942024

Highlighted filing

2017

Assets$2,065,887
Liabilities$273,978
Net Assets$1,791,909

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $3,094,0652011Expenses 2012: $3,050,2792012Revenue 2013: $2,799,472Expenses 2013: $3,372,291Net Income 2013: -$572,8192013Revenue 2014: $3,267,254Expenses 2014: $3,459,118Net Income 2014: -$191,8642014Revenue 2015: $3,630,726Expenses 2015: $3,510,424Net Income 2015: $120,3022015Revenue 2016: $2,553,984Expenses 2016: $3,334,128Net Income 2016: -$780,1442016Revenue 2017: $3,440,364Expenses 2017: $3,349,667Net Income 2017: $90,6972017Revenue 2018: $3,101,793Expenses 2018: $2,997,619Net Income 2018: $104,1742018Revenue 2019: $3,352,440Expenses 2019: $3,223,237Net Income 2019: $129,2032019Revenue 2020: $3,110,129Expenses 2020: $2,959,057Net Income 2020: $151,0722020Revenue 2021: $2,303,452Expenses 2021: $2,332,677Net Income 2021: -$29,2252021Revenue 2022: $3,122,273Expenses 2022: $2,466,664Net Income 2022: $655,6092022Revenue 2023: $2,175,694Expenses 2023: $2,868,331Net Income 2023: -$692,6372023Revenue 2024: $2,142,515Expenses 2024: $2,674,877Net Income 2024: -$532,3622024

Highlighted filing

2017

Revenue$3,440,364
Expenses$3,349,667
Net Income$90,697
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 16, 2018
Return Version
2017v2.3
Gross Receipts
$3,440,364
Mission and Program Overview

Mission

Transform works to ensure that people of all incomes thrive in a world safe from climate chaos.

Transform promotes walkable communities with excellent transportation choices to connect people of all incomes to opportunity, keep california affordable and help solve our climate crisis. With diverse partners we engage communities in planning, run innovative programs and win policy change at the local, regional and state levels.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,256,649$945,732▼ $310,917
Pledges and Grants Receivable$238,250$696,000▲ $457,750
Accounts Receivable$426,800$312,574▼ $114,226
Prepaid Expenses and Deferred Charges$35,158$76,501▲ $41,343
Land, Buildings, and Equipment, Net$12,232$14,552▲ $2,320
Cash and Non-Interest-Bearing Accounts$600$600→ $0
Total Assets$1,971,106$2,065,887▲ $94,781
Other Assets Total$1,417$19,928▲ $18,511
Liabilities
Accounts Payable and Accrued Expenses$170,608$185,101▲ $14,493
Other Liabilities$51,528$46,279▼ $5,249
Deferred Revenue$47,758$42,598▼ $5,160
Total Liabilities$269,894$273,978▲ $4,084
Net Assets / Fund Balance
Temporarily Rstr Net Assets$493,769$1,045,362▲ $551,593
Unrestricted Net Assets$1,207,443$746,547▼ $460,896
Total Net Assets Fund Balance$1,701,212$1,791,909▲ $90,697
Total Liabilities and Net Assets / Fund Balance$1,971,106$2,065,887▲ $94,781

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,552$85,175$99,727
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stuart CohenPresidentFT$116,802$15,245$132,047

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Historic Central Building LLCOccupancy436 14TH STREET, Oakland, CA 94612$267,423
Revenue and Support

Revenue Composition

Contributions and Grants
$3,316,768
Program Service Revenue
$122,570
Investment Income
$1,026
Other Revenue
$0
All Other Contributions
$2,401,505
Change in Net Assets
$90,697

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,440,364
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,440,364
Total Revenue per Form 990
$3,440,364
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,506,459
Other Expenses$833,208
Total Fundraising Expense$416,056
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,552,159$203,531$237,624$1,993,314
Fees for Services Other$244,710$45,020$31,583$321,313
Occupancy$187,773$24,622$28,746$241,141
Other Employee Benefits$175,239$22,979$26,828$225,046
Payroll Taxes$133,386$17,491$20,420$171,297
Current Officers, Directors, Trustees, and Key Employees$90,952$11,926$13,924$116,802
Office Expenses$63,506$3,939$23,030$90,475
Travel$62,612$3,112$18,680$84,404
Conferences and Meetings$26,174$1,120$7,688$34,982
Fees for Services Accounting$21,018$3,490$2,440$26,948
Insurance$5,816$5,906$890$12,612
Other Expenses$1,155$5,435$3,673$10,263
Grants to Domestic Orgs$10,000--$10,000
Depreciation Depletion$3,465$1,545$530$5,540
Fees for Services Lobbying$4,900--$4,900
Fees for Services Legal$492$138-$630
Total Functional Expenses$2,583,357$350,254$416,056$3,349,667

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,349,667
Total Expenses per Audited Statements$3,349,667
Total Expenses per Form 990$3,349,667
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Foundation for Regional TransitPalo Alto, CA501(c)(3)Community Education and Coalition Organization$10,000
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Rent Payable$31,220
Capital Lease Obligation$15,059
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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

The 990 is reviewed by the president, the controller and staff accountant, and the members of the board audit committee. The chair of the finance committee also has an opportunity to review the 990. Once this group has approved the 990, it is given to the entire board for review before filing.

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

The conflict of interest policy was adopted by the board in december 2008. There was an annual review by all board members in december 2009, and this has been done so annually thereafter.

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

Process for determining the president's compensation: 1) the deputy director of organizational development maintains current copies of recent nonprofit compensation studies. 2) a compensation comparison is developed by the controller or the deputy director of organizational development and given to the chair of the board and the president's compensation committee. 3) the compensation committee found that none of its members had a conflict of interest with respect to the proposed transaction and it approved the compensation arrangement in advance of the board meeting. 4) the compensation committee relied upon appropriate data provided by the controller or the deputy director of organizational development as to comparability of the compensation prior to making its determination, as well as information from the evaluation committee on the president's performance for the year; and 5) the compensation committee adequately documented the basis for its determination concurrently with making that determination. 6) process for determining key employee compensation: the president uses the above studies, in tandem with the deputy director of organizational development and program directors as appropriate, to determine key employee compensation.

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Transformca
EIN
72-1521579
Phone
5107403150
Address
436 14TH STREET NO 600, OAKLAND, CA 94612
Doing Business As
Transform

Signing Officer

Name
Stanley Lam
Title
Controller
Phone
5107403150
Signed
2018-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stuart Cohen
Formed
2002
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
35
Volunteers
31

Preparer

Firm
Novogradac & Company Llp
Address
2033 N MAIN STREET SUITE 400, WALNUT CREEK, CA 94596
Preparer
Kevin T Wilson
Phone
9259494300
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

Process is unchanged from prior year.

Financial Statement Notes

PART X, LINE 2:

Transform has no uncertain tax positions. The preparation of financial statements in accordance with accounting principles generally accepted in the united states of america requires the organization to report information regarding its exposure to various tax positions taken by the organization. Management has determined whether any tax positions have met the recognition threshold and has measured the organization's exposure to those tax positions. Management believes that the organization has adequately addressed all relevant tax positions and that there are no unrecorded tax liabilities. Federal and state tax authorities generally have the right to examine and audit the previous three years of tax returns filed. Any interest or penalties assessed to the organization are recorded in operating expenses. No interest or penalties from federal or state tax authorities were recorded in the accompanying financial statements.

Raw XML AppendixShowing 400 of 562 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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IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0TRANSFORM WORKS TO CREATE WORLD-CLASS PUBLIC TRANSPORTATION AND WALKABLE COMMUNITIES IN THE BAY AREA AND BEYOND. WE BUILD DIVERSE COALITIONS, INFLUENCE POLICY AND DEVELOP INNOVATIVE PROGRAMS TO IMPROVE THE LIVES OF ALL PEOPLE AND PROTECT THE ENVIRONMENT.
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IRS990/ProgSrvcAccomActy2Grp/Desc0SAFE ROUTES TO SCHOOL -PROVIDES EDUCATION AND ENCOURAGEMENT TO INCREASE THE NUMBER OF CHILDREN WALKING AND BICYCLING SAFELY TO SCHOOL, FOCUSING ON ALAMEDA COUNTY. THE PROGRAM TRAINS PARENTS, SCHOOL LEADERS AND VOLUNTEERS AND WORKS WITH CITY OFFICIALS AND LAW ENFORCEMENT TO IMPROVE SAFETY NEAR SCHOOLS.
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt010000
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0CLIMATE PLAN-BRINGS TOGETHER A COLLABORATION OF ENVIRONMENTAL, PUBLIC HEALTH, SOCIAL EQUITY AND PLANNING ORGANIZATIONS TO ENSURE THAT SMART LAND USE AND SUSTAINABLE TRANSPORTATION ARE KEY COMPONENTS OF CALIFORNIA'S STRATEGY TO REDUCE GREENHOUSE GAS EMISSIONS. - PROGRAM EXPENSES: $364,150 - PROGRAM REVENUE: $0STATE ADVOCACY - PERFORMS POLICY ANALYSIS, FRAMES CONVERSATIONS ABOUT CLIMATE INVESTMENTS AND EQUITY, BRINGS TOGETHER DIVERSE PARTNERS, ADVOCATES FOR SUSTAINABLE TRANSPORTATION FUNDING AND POLICY AT THE STATE LEVEL; SHARES REGIONAL MODELS OF WHAT'S WORKING AT A REGIONAL SCALE THROUGHOUT CALIFORNIA AND BEYOND.- PROGRAM EXPENSES: $235,813- PROGRAM REVENUE: $0OTHER PROGRAM SERVICES TOTAL
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleC/AvgGrassrootsLobbyingExpendGrp/CurrentYearMinus3Amt028038
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IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt079033
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt079177
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IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt080739
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$1.34$0.75$2.14$2.67$0.53
2023Detailed filing. Detailed filing data is available for this year.$2.65$1.37$1.28$2.18$2.87$0.69
2022Detailed filing. Detailed filing data is available for this year.$4.40$1.60$2.80$3.12$2.47$0.66
2021Detailed filing. Detailed filing data is available for this year.$2.37$0.22$2.15$2.30$2.33$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.58$0.41$2.18$3.11$2.96$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.34$0.31$2.03$3.35$3.22$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.13$0.23$1.90$3.10$3.00$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.07$0.27$1.79$3.44$3.35$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.97$0.27$1.70$2.55$3.33$0.78
2015Detailed filing. Detailed filing data is available for this year.$2.73$0.25$2.48$3.63$3.51$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.54$0.18$2.36$3.27$3.46$0.19
2013Detailed filing. Detailed filing data is available for this year.$2.71$0.16$2.55$2.80$3.37$0.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$0.22$3.13$3.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.21$2.45$3.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits