Civic Intelligence

Search Inside Yourself Leadership Institute

990 • Fiscal year 2021 • EIN 80-0794674

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

1003 Oreilly Avenue Suite ASan Francisco, CA 94129

(415) 582-4072

Siviq Scores

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

Liabilities / Assets

88th percentile

0.65x

Higher debt load relative to assets than 88% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

69th percentile

0.25x

Higher debt load relative to revenue than 69% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

30th percentile

2.2%

Higher net margin than 30% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$245,466

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

10th percentile

-7.2%

Faster asset growth than 10% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

25th percentile

-5.0%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$1,133,010

Down $87,383 (-7.2%) from 2020

Net Assets

Down

$400,541

Down $132,200 (-25%) from 2020

Liabilities

Up

$732,469

Up $44,817 (+6.5%) from 2020

Revenue

Down

$2,916,098

Down $153,347 (-5.0%) from 2020

Expenses

Down

$2,852,899

Down $156,092 (-5.2%) from 2020

Net Income

Up

$63,199

Up $2,745 (+4.5%) from 2020

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2013: $777,856Liabilities 2013: $371,947Net Assets 2013: $405,9092013Assets 2014: $1,018,689Liabilities 2014: $586,867Net Assets 2014: $431,8222014Assets 2015: $463,656Liabilities 2015: $229,684Net Assets 2015: $233,9722015Assets 2016: $655,959Liabilities 2016: $502,692Net Assets 2016: $153,2672016Assets 2017: $961,078Liabilities 2017: $823,343Net Assets 2017: $137,7352017Assets 2018: $979,574Liabilities 2018: $1,010,382Net Assets 2018: -$30,8082018Assets 2019: $1,729,068Liabilities 2019: $1,256,781Net Assets 2019: $472,2872019Assets 2020: $1,220,393Liabilities 2020: $687,652Net Assets 2020: $532,7412020Assets 2021: $1,133,010Liabilities 2021: $732,469Net Assets 2021: $400,5412021Assets 2022: $1,283,292Liabilities 2022: $885,295Net Assets 2022: $397,9972022Assets 2023: $838,210Liabilities 2023: $414,387Net Assets 2023: $423,8232023Assets 2024: $645,012Liabilities 2024: $293,944Net Assets 2024: $351,0682024

Highlighted filing

2021

Assets$1,133,010
Liabilities$732,469
Net Assets$400,541

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $1,083,464Expenses 2013: $804,955Net Income 2013: $278,5092013Revenue 2014: $1,861,268Expenses 2014: $1,835,355Net Income 2014: $25,9132014Revenue 2015: $2,800,015Expenses 2015: $2,954,295Net Income 2015: -$154,2802015Revenue 2016: $3,317,943Expenses 2016: $3,398,648Net Income 2016: -$80,7052016Revenue 2017: $4,277,716Expenses 2017: $4,293,248Net Income 2017: -$15,5322017Revenue 2018: $5,167,463Expenses 2018: $5,336,006Net Income 2018: -$168,5432018Revenue 2019: $4,869,428Expenses 2019: $4,366,333Net Income 2019: $503,0952019Revenue 2020: $3,069,445Expenses 2020: $3,008,991Net Income 2020: $60,4542020Revenue 2021: $2,916,098Expenses 2021: $2,852,899Net Income 2021: $63,1992021Revenue 2022: $985,178Expenses 2022: $987,722Net Income 2022: -$2,5442022Revenue 2023: $468,404Expenses 2023: $454,216Net Income 2023: $14,1882023Revenue 2024: $479,883Expenses 2024: $551,718Net Income 2024: -$71,8352024

Highlighted filing

2021

Revenue$2,916,098
Expenses$2,852,899
Net Income$63,199
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.0
Gross Receipts
$2,916,098
Mission and Program Overview

Mission

Charitable and education, including the advancement of mindfulness and emotional intelligence education

Charitable and educational, including the advancement of mindfulness and emotional intelligence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$411,741$355,358▼ $56,383
Cash and Non-Interest-Bearing Accounts$610,570$324,680▼ $285,890
Prepaid Expenses and Deferred Charges$102,404$78,308▼ $24,096
Intangible Assets$82,327$61,845▼ $20,482
Land, Buildings, and Equipment, Net$3,711--
Total Assets$1,220,393$1,133,010▼ $87,383
Other Assets Total$9,640$312,819▲ $303,179
Liabilities
Accounts Payable and Accrued Expenses$256,252$343,037▲ $86,785
Other Liabilities$399,900$297,682▼ $102,218
Deferred Revenue$31,500$91,750▲ $60,250
Total Liabilities$687,652$732,469▲ $44,817
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$532,741$400,541▼ $132,200
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$532,741$400,541▼ $132,200
Total Liabilities and Net Assets / Fund Balance$1,220,393$1,133,010▼ $87,383

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$12--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard FernandezCEOFT$228,727$16,739$245,466
Carolina LassoHighest Compensated EmployeeFT$100,017$6,265$106,282

Board Members and Trustees

NameTitle
Cecily MakBoard Chair
Amishi JhaBoard Member
Karen MayBoard Member
Mirabai BushBoard Member
Ryan MooreBoard Member
Scott KriensBoard Member
Thomasina WilliamsBoard Member
Jayesh GoyalTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$255,793
Program Service Revenue
$2,317,784
Investment Income
$0
Other Revenue
$342,521
All Other Contributions
$255,793
Change in Net Assets
$63,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,535,506
Other Expenses$1,317,393
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$907,239$401,148$0$1,308,387
Fees for Services Management$160,319--$160,319
Advertising$137,579--$137,579
Occupancy$90,755$36,698-$127,453
Office Expenses$87,584$38,726-$126,310
Other Employee Benefits$86,391$38,199$0$124,590
Payroll Taxes$71,094$31,435$0$102,529
Fees for Services Legal$33,898$14,988-$48,886
Depreciation Depletion$30,130$13,322-$43,452
All Other Expenses$35,770$579-$36,349
Other Expenses$32,897$0$0$32,897
Travel$14,989$10,209-$25,198
Insurance$10,917$4,827-$15,744
Conferences and Meetings$2,000--$2,000
Total Functional Expenses$2,262,768$590,131$0$2,852,899
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Short Term Loan (eidl)$147,735
Accrued Accounts Payable$72,150
Payroll Liabilities$56,420
Credit Card Balance$21,377
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 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, Part VI, Section B, Line 11B

A draft of the return is provided to the appropriate board members for review.

Form 990, Part VI, Section C, Line 19

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Search Inside Yourself Leadership Institute
EIN
80-0794674
Phone
4155824072
Address
1003 OREILLY AVENUE SUITE A, SAN FRANCISCO, CA 94129

Signing Officer

Name
Alexander Moyle
Title
Director of Finance
Phone
4155824072
Signed
2022-11-07

Organization Details

Formed
2012
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
7
Employees
18
Volunteers
6
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The organization will submit to an audit of the 2021 financial statements by a new independent accounting firm at the earliest available opportunity, likely in the first half of 2023.

Raw XML AppendixShowing 400 of 603 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/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0408513
IRS990/OtherExpensesGrp/ProgramServicesAmt180891
IRS990/OtherExpensesGrp/ProgramServicesAmt271802
IRS990/OtherExpensesGrp/ProgramServicesAmt332897
IRS990/OtherExpensesGrp/TotalAmt0408513
IRS990/OtherExpensesGrp/TotalAmt180891
IRS990/OtherExpensesGrp/TotalAmt271802
IRS990/OtherExpensesGrp/TotalAmt332897
IRS990/OtherLiabilitiesGrp/BOYAmt0399900
IRS990/OtherLiabilitiesGrp/EOYAmt0297682
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0PPP Loan Details
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0342521
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0342521
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt0342521
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0401148
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0907239
IRS990/OtherSalariesAndWagesGrp/TotalAmt01308387
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt031435
IRS990/PayrollTaxesGrp/ProgramServicesAmt071094
IRS990/PayrollTaxesGrp/TotalAmt0102529
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0102404
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt078308
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0SEARCH INSIDE YOURSELF LEADERSHIP INSTITUTE
IRS990/PriorPeriodAdjustmentsAmt0-195399
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0Program Income
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02317784
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02317784
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0563622
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-3026
IRS990/PYOtherExpensesAmt01243300
IRS990/PYOtherRevenueAmt0342500
IRS990/PYProgramServiceRevenueAmt02166349
IRS990/PYRevenuesLessExpensesAmt060454
IRS990/PYSalariesCompEmpBnftPaidAmt01765691
IRS990/PYTotalExpensesAmt03008991
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03069445
IRS990/ReconcilationRevenueExpnssAmt063199
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02660305
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0106389
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0534215
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0574215
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0288000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0175000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt01677819
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PART IIi, LINE 12: FORGIVEN LOANS FROM SBA PAYROLL PROTECTION PROGRAM.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0255793
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0563622
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0581168
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0297377
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0177950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01875910
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02317784
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02166349
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04288260
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04870596
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04099766
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt017742755
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0342521
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0342500
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt00

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