Civic Intelligence

Unknown Organization

990EZ • Fiscal year 2013 • EIN 77-0541009

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

Organization ProfileN/A
PO Box 1303893406

(805) 931-0814

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.24x

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

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

Liabilities / Revenue

66th percentile

0.02x

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

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

Net Margin

55th percentile

5.1%

Higher net margin than 55% of similar nonprofits.

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

Top Officer Pay

91st percentile

$3,318

Higher top officer pay than 91% of similar nonprofits.

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

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

Asset Growth

99th percentile

415%

Faster asset growth than 99% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

25th percentile

-12%

Faster revenue growth than 25% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$2,264

Up $1,824 (+415%) from 2012

Net Assets

Up

$1,710

Up $1,270 (+289%) from 2012

Liabilities

$554

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin55th percentile

Revenue

Down

$25,116

Down $3,398 (-12%) from 2012

Expenses

Down

$23,846

Down $4,754 (-17%) from 2012

Net Income

Up

$1,270

Up $1,356 (+1577%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$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

2013

Assets$2,264
Liabilities$554
Net Assets$1,710
Open 2013 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$25,116
Expenses$23,846
Net Income$1,270
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.1
Gross Receipts
$25,116
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.$23,846-
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA NIESENPresidentPT$3,318-$3,318
CATHY BIANCHICFO-$0--
Filing and Contact Details

Filer

EIN
77-0541009
Phone
8059310814

Signing Officer

Name
Lisa Niesen
Title
President
Signed
2014-11-13
Discuss with paid preparer
Yes

Preparer

Preparer
Kristjan J Cindrich CPA
Phone
8055435800
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $2730”

Other Expenses.1005

“Travel $4698”

Other Expenses.1009

“Depreciation $123”

Other Expenses.1

“PROFESSIONAL $7908”

Other Expenses.2

“INSURANCE $1801”

Other Expenses.3

“TELEPHONE $1245”

Other Expenses.4

“BOOKKEEPING $1222”

Other Expenses.5

“LICENSES & PERMITS $221”

Other Expenses.6

“BANK FEES $180”

Other Expenses.7

“FILING FEE $10”

Other Assets.1004

“Miscellaneous - Beginning $307 Miscellaneous - Ending $184”

Other Assets.1

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

Total Liabilities.1

“PAYROLL TAXES PAYABLE - Beginning $0 PAYROLL TAXES PAYABLE - Ending $554”

Raw XML Appendix121 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/AddressLine10PO BOX 13038
IRS990EZ/BooksInCareOfDetail/USAddress/City0SAN LUIS OBISPO
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode093406
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0133
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0171
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01270
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0440
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02264
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt025116
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0440
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01710
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0440
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01710
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt017.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03318
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA NIESEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHY BIANCHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0307
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02093
IRS990EZ/OtherExpensesTotalAmt020138
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/ProgramServiceRevenueAmt025116
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/GrantsAndAllocationsAmt023846
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt03708
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0554
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023846
IRS990EZ/TotalProgramServiceExpensesAmt023846
IRS990EZ/TotalRevenueAmt025116
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $4698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROFESSIONAL $7908
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE $1801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TELEPHONE $1245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOKKEEPING $1222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LICENSES & PERMITS $221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FILING FEE $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Miscellaneous - Beginning $307 Miscellaneous - Ending $184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ADVANCES - Beginning $0 ADVANCES - Ending $1909
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PAYROLL TAXES PAYABLE - Beginning $0 PAYROLL TAXES PAYABLE - Ending $554
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.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1004
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA NIESEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10FAMILY TIES
ReturnHeader/Filer/BusinessNameControlTxt0FAMI
ReturnHeader/Filer/EIN0770541009
ReturnHeader/Filer/PhoneNum08059310814
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 13038
ReturnHeader/Filer/USAddress/City0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CINDRICH & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101368 MARSH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0934013316
ReturnHeader/PreparerPersonGrp/PhoneNum08055435800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTJAN J CINDRICH CPA
ReturnHeader/ReturnTs02014-11-13T13:18:53-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,264
Liabilities
$554
Net assets
$1,710
Revenue
$25,116
Expenses
$23,846
Net income
$1,270
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