Civic Intelligence

Collaborative Research & Designs for Agriculture

990 • Fiscal year 2020 • EIN 77-0436747

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

850 Front Street 8179Santa Cruz, CA 95060

(831) 706-2097

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.29x

Higher debt load relative to assets than 83% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.05x

Higher debt load relative to revenue than 71% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

33rd percentile

-5.1%

Higher net margin than 33% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

19th percentile

-21%

Faster asset growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

69th percentile

4.5%

Faster revenue growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$64,903

Down $17,591 (-21%) from 2019

Net Assets

Down

$46,381

Down $17,918 (-28%) from 2019

Liabilities

Up

$18,522

Up $327 (+1.8%) from 2019

Revenue

Up

$348,028

Up $14,828 (+4.5%) from 2019

Expenses

Up

$365,946

Up $43,066 (+13%) from 2019

Net Income

Down

-$17,918

Down $28,238 (-274%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $10,769Liabilities 2010: $7,771Net Assets 2010: $2,9982010Assets 2011: $42,330Liabilities 2011: $17,218Net Assets 2011: $25,1122011Assets 2012: $38,551Liabilities 2012: $14,7132012Assets 2013: $121,858Net Assets 2013: $121,8582013Assets 2014: $10,187Liabilities 2014: $8,537Net Assets 2014: $1,6502014Assets 2015: $18,156Liabilities 2015: $29,6072015Assets 2016: $18,918Liabilities 2016: $10,408Net Assets 2016: $8,5102016Assets 2017: $70,465Liabilities 2017: $12,129Net Assets 2017: $58,3362017Assets 2018: $53,979Liabilities 2018: $0Net Assets 2018: $53,9792018Assets 2019: $82,494Liabilities 2019: $18,195Net Assets 2019: $64,2992019Assets 2020: $64,903Liabilities 2020: $18,522Net Assets 2020: $46,3812020Assets 2021: $113,114Liabilities 2021: $15,939Net Assets 2021: $97,1752021Assets 2022: $176,693Liabilities 2022: $23,536Net Assets 2022: $153,1572022Assets 2023: $200,951Liabilities 2023: $11,901Net Assets 2023: $189,0502023Assets 2024: $260,608Liabilities 2024: $21,558Net Assets 2024: $239,0502024

Highlighted filing

2020

Assets$64,903
Liabilities$18,522
Net Assets$46,381

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $157,779Expenses 2010: $155,096Net Income 2010: $2,6832010Revenue 2011: $161,863Expenses 2011: $139,749Net Income 2011: $22,1142011Revenue 2012: $167,212Expenses 2012: $168,486Net Income 2012: -$1,2742012Revenue 2013: $137,061Expenses 2013: $39,041Net Income 2013: $98,0202013Revenue 2014: $167,435Expenses 2014: $173,745Net Income 2014: -$6,3102014Revenue 2015: $167,421Expenses 2015: $180,522Net Income 2015: -$13,1012015Revenue 2016: $220,353Expenses 2016: $200,392Net Income 2016: $19,9612016Revenue 2017: $309,040Expenses 2017: $259,214Net Income 2017: $49,8262017Revenue 2018: $305,810Expenses 2018: $310,167Net Income 2018: -$4,3572018Revenue 2019: $333,200Expenses 2019: $322,880Net Income 2019: $10,3202019Revenue 2020: $348,028Expenses 2020: $365,946Net Income 2020: -$17,9182020Revenue 2021: $421,220Expenses 2021: $370,426Net Income 2021: $50,7942021Revenue 2022: $438,963Expenses 2022: $382,981Net Income 2022: $55,9822022Revenue 2023: $462,952Expenses 2023: $427,059Net Income 2023: $35,8932023Revenue 2024: $445,869Expenses 2024: $395,869Net Income 2024: $50,0002024

Highlighted filing

2020

Revenue$348,028
Expenses$365,946
Net Income-$17,918
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$348,028
Mission and Program Overview

Mission

To promote sustaninable agricultural practices.

To promote sustainable agricultural practices

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$65,891$60,467▼ $5,424
Accounts Receivable$16,603$4,436▼ $12,167
Total Assets$82,494$64,903▼ $17,591
Liabilities
Accounts Payable and Accrued Expenses$18,195$18,522▲ $327
Total Liabilities$18,195$18,522▲ $327
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$64,299$46,381▼ $17,918
Total Net Assets Fund Balance$64,299$46,381▼ $17,918
Total Liabilities and Net Assets / Fund Balance$82,494$64,903▼ $17,591
Compensation and Service Providers

Board Members and Trustees

NameTitle
Amy WolfeChairman
Cliff Ohmart PhdCo-chair
Andy DiercksDirector
Charles Mellinger PhdDirector
Dusty FerenceDirector
Kai RobertsonDirector
Stephen KaftkaDirector
Tom GreenDirector
Brian McelroyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000
Program Service Revenue
$347,028
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,000
Change in Net Assets
$-17,918
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$365,946
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$111,101$57,250-$168,351
Fees for Services Other$136,729$5,297-$142,026
Information Technology$40,675--$40,675
Fees for Services Accounting-$5,783-$5,783
Advertising$2,250--$2,250
Insurance-$1,683-$1,683
Travel$126--$126
Office Expenses-$106-$106
Other Expenses$629$85-$85
Total Functional Expenses$292,837$73,109$0$365,946
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
No
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, Page 6, Part VI, Line 11B

The board of directors reviews the form 990 before filing

Form 990, Page 6, Part VI, Line 12C

All board members complete and sign a conflict of interest disclosure statement annually

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon request

Filing and Contact Details

Filer

Filer Name
Collaborative Research & Designs
EIN
77-0436747
Phone
8317062097
Address
850 FRONT STREET 8179, SANTA CRUZ, CA 95060
Doing Business As
Protected Harvest

Signing Officer

Name
Amy Wolfe
Title
Chairman
Phone
8317062097
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cliff Ohmart Phd
Formed
1996
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Grimbleby Coleman Cpas Inc
Address
200 W ROSEBURG AVE, MODESTO, CA 95350-5255
Preparer
Deborah Sanders
Phone
2095274220
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other fees 0 47 0 non district 11 fees 54,746 0 0 prt development 21,904 0 0 cut flower bloomcheck 3,194 0 0 lodie rules 56,885 0 0 certification fees bloomcheck fees to kkrf 0 5,250 0 total 136,729 5,297 0

Raw XML Appendix341 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER FEES 0 47 0 NON DISTRICT 11 FEES 54,746 0 0 PRT DEVELOPMENT 21,904 0 0 CUT FLOWER BLOOMCHECK 3,194 0 0 LODIE RULES 56,885 0 0 CERTIFICATION FEES BLOOMCHECK FEES TO KKRF 0 5,250 0 TOTAL 136,729 5,297 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt073109
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0292837
IRS990/TotalFunctionalExpensesGrp/TotalAmt0365946
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018195
IRS990/TotalLiabilitiesEOYAmt018522
IRS990/TotalLiabilitiesGrp/BOYAmt018195
IRS990/TotalLiabilitiesGrp/EOYAmt018522
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt064299
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt046381
IRS990/TotalProgramServiceExpensesAmt0292837
IRS990/TotalProgramServiceRevenueAmt0347028
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0347028
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0348028
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt082494
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt064903
IRS990/TravelGrp/ProgramServicesAmt0126
IRS990/TravelGrp/TotalAmt0126
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0850 FRONT STREET 8179
IRS990/USAddress/CityNm0SANTA CRUZ
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095060
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.PROTECTEDHARVEST.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY WOLFE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08317062097
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLLABORATIVE RESEARCH & DESIGNS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR AGRICULTURE
ReturnHeader/Filer/BusinessNameControlTxt0COLL
ReturnHeader/Filer/EIN0770436747
ReturnHeader/Filer/PhoneNum08317062097
ReturnHeader/Filer/USAddress/AddressLine1Txt0850 FRONT STREET 8179
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095060
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770000018
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRIMBLEBY COLEMAN CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 W ROSEBURG AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MODESTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0953505255
ReturnHeader/PreparerPersonGrp/PhoneNum02095274220
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH SANDERS
ReturnHeader/ReturnTs02021-11-15T12:41:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOLFE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$0.22$2.39$4.46$3.96$0.50
2023Summary only. Only limited summary data is available for this year.$2.01$0.12$1.89$4.63$4.27$0.36
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.24$1.53$4.39$3.83$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.16$0.97$4.21$3.70$0.51
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.19$0.46$3.48$3.66$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.18$0.64$3.33$3.23$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$3.06$3.10$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.12$0.58$3.09$2.59$0.50
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.10$0.09$2.20$2.00$0.20
2015Summary only. Only limited summary data is available for this year.$0.18$0.30$1.67$1.81$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.09$0.02$1.67$1.74$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.22$1.22$1.37$0.39$0.98
2012Summary only. Only limited summary data is available for this year.$0.39$0.15$1.67$1.68$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.17$0.25$1.62$1.40$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.08$0.03$1.58$1.55$0.03