Civic Intelligence

Unknown Organization

EIN 77-0541009 • 501(c)4 • San Luis Obispo, CA

Profile

An organization approved by the social security administration to act as designated payee for individuals eligible to receive ssa benefits, but who have been deemed unable to manage their funds due to their disability or mental disease.

PO Box 13038San Luis Obispo, CA 93406

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

99th percentile

5.00x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

32nd percentile

-8.4%

Higher net margin than 32% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

94th percentile

$3,318

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2013

Asset Growth

8th percentile

-95%

Faster asset growth than 8% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

54th percentile

1.8%

Faster revenue growth than 54% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$110

Down $2,154 (-95%) from 2013

Liabilities

Down

$550

Down $4 (-0.7%) from 2013

Net Assets

Down

-$440

Down $2,150 (-126%) from 2013

Operations
Liabilities / Revenue70th percentileNet Margin32nd percentile

Revenue

Up

$25,579

Up $463 (+1.8%) from 2013

Expenses

Up

$27,729

Up $3,883 (+16%) from 2013

Net Income

Down

-$2,150

Down $3,420 (-269%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0K$2.0K$1.0K$0-$1.0KAssets 2011: $526Net Assets 2011: $5262011Assets 2012: $440Net Assets 2012: $4402012Assets 2013: $2,264Liabilities 2013: $554Net Assets 2013: $1,7102013Assets 2014: $110Liabilities 2014: $550Net Assets 2014: -$4402014

Highlighted filing

2014

Assets$110
Liabilities$550
Net Assets-$440
Open 2014 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2011: $25,851Expenses 2011: $24,791Net Income 2011: $1,0602011Revenue 2012: $28,514Expenses 2012: $28,600Net Income 2012: -$862012Revenue 2013: $25,116Expenses 2013: $23,846Net Income 2013: $1,2702013Revenue 2014: $25,579Expenses 2014: $27,729Net Income 2014: -$2,1502014

Highlighted filing

2014

Revenue$25,579
Expenses$27,729
Net Income-$2,150
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$110
Liabilities
$550
Net assets
-$440
Revenue
$25,579
Expenses
$27,729
Net income
-$2,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.55$0.44$25.6$27.7$2.15
2013Detailed filing. Detailed filing data is available for this year.$2.26$0.55$1.71$25.1$23.8$1.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.44$28.5$28.6$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.53$25.9$24.8$1.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 20, 2015
Return Version
2014v5.0
Gross Receipts
$25,579
Mission and Program Overview

Mission

An organization approved by the social security administration to act as designated payee for individuals eligible to receive ssa benefits, but who have been deemed unable to manage their funds due to their disability or mental disease.

Program Services

DescriptionGrantsExpenses
RESPONSIBLE AND SAFE MANAGEMENT OF THE SOCIAL SECURITY BENEFITS OF THOSE ENTRUSTED TO THE ORGANIZATION'S CARE. THE ORGANIZATION IMPROVES THE QUALITY OF LIFE OF THESE INDIVIDUALS BY ASSURING THAT THEIR MONTHLY EXPENSES ARE MET AND FINANCIAL RESOURCES ARE PROTECTED.$27,729-
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA NIESENCEOPT$8,425-$8,425
CATHY BIANCHISecretary-$0--
Filing and Contact Details

Filer

Filer Name
Family Ties
EIN
77-0541009
Phone
8059310814
Address
PO BOX 13038, SAN LUIS OBISPO, CA 93406

Signing Officer

Name
Lisa Niesen
Title
CEO
Signed
2015-07-20
Discuss with paid preparer
Yes

Preparer

Firm
Cindrich & Company
Address
1368 MARSH ST, SAN LUIS OBISPO, CA 93401-3316
Preparer
Kristjan J Cindrich CPA
Phone
8055435800
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $347”

Other Expenses.1005

“Travel $3618”

Other Expenses.1009

“Depreciation $74”

Other Expenses.1

“OUTSIDE SERVICES $8304”

Other Expenses.2

“Legal and professional $1500”

Other Expenses.4

“BOOKKEEPING $1076”

Other Expenses.5

“TELEPHONE $976”

Other Expenses.6

“INSURANCE $935”

Other Expenses.7

“LICENSES & PERMITS $92”

Other Expenses.8

“PO BOX $64”

Other Expenses.9

“BANK FEES $63”

Other Expenses.10

“MEALS $38”

Other Expenses.11

“MISCELLANEOUS $22”

Other Expenses.12

“FILING FEES $10”

Other Assets.1004

“Miscellaneous - Beginning $184 Miscellaneous - Ending $110”

Other Assets.1

“ADVANCES - Beginning $1909 ADVANCES - Ending $0”

Total Liabilities.1

“PAYROLL TAXES PAYABLE - Beginning $554 PAYROLL TAXES PAYABLE - Ending $483”

Total Liabilities.2

“BANK OVERDRAFT - Beginning $0 BANK OVERDRAFT - Ending $67”

Raw XML Appendix133 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KRISTIN FISHER
IRS990EZ/BooksInCareOfDetail/PhoneNum08054745620
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 13038
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN LUIS OBISPO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093406
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0171
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2150
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02264
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0110
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt025579
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01710
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-440
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01710
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-440
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt017.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt08425
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA NIESEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHY BIANCHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02093
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0110
IRS990EZ/OtherExpensesTotalAmt017119
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0AN ORGANIZATION APPROVED BY THE SOCIAL SECURITY ADMINISTRATION TO ACT AS DESIGNATED PAYEE FOR INDIVIDUALS ELIGIBLE TO RECEIVE SSA BENEFITS, BUT WHO HAVE BEEN DEEMED UNABLE TO MANAGE THEIR FUNDS DUE TO THEIR DISABILITY OR MENTAL DISEASE.
IRS990EZ/PrintingPublicationsPostageAmt01224
IRS990EZ/ProgramServiceRevenueAmt025579
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RESPONSIBLE AND SAFE MANAGEMENT OF THE SOCIAL SECURITY BENEFITS OF THOSE ENTRUSTED TO THE ORGANIZATION'S CARE. THE ORGANIZATION IMPROVES THE QUALITY OF LIFE OF THESE INDIVIDUALS BY ASSURING THAT THEIR MONTHLY EXPENSES ARE MET AND FINANCIAL RESOURCES ARE PROTECTED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027729
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt09386
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0554
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0550
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027729
IRS990EZ/TotalProgramServiceExpensesAmt027729
IRS990EZ/TotalRevenueAmt025579
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $3618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $74
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUTSIDE SERVICES $8304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LEGAL AND PROFESSIONAL $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOOKKEEPING $1076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TELEPHONE $976
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INSURANCE $935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LICENSES & PERMITS $92
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PO BOX $64
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK FEES $63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEALS $38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MISCELLANEOUS $22
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13FILING FEES $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Miscellaneous - Beginning $184 Miscellaneous - Ending $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ADVANCES - Beginning $1909 ADVANCES - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PAYROLL TAXES PAYABLE - Beginning $554 PAYROLL TAXES PAYABLE - Ending $483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17BANK OVERDRAFT - Beginning $0 BANK OVERDRAFT - Ending $67
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1004
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.2
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA NIESEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FAMILY TIES
ReturnHeader/Filer/BusinessNameControlTxt0FAMI
ReturnHeader/Filer/EIN0770541009
ReturnHeader/Filer/PhoneNum08059310814
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 13038
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CINDRICH & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01368 MARSH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0934013316
ReturnHeader/PreparerPersonGrp/PhoneNum08055435800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTJAN J CINDRICH CPA
ReturnHeader/ReturnTs02015-07-20T18:15:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.