Civic Intelligence

Policy Action

990EZ • Fiscal year 2018 • EIN 81-0845888

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 27, 2019

Organization Profilewww.cpisandiego.org
3727 Camino Del Rio South Room 100San Diego, CA 92108

(619) 584-5744

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.19x

Higher debt load relative to assets than 82% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

74th percentile

0.06x

Higher debt load relative to revenue than 74% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets82nd percentile

Assets

$19,624

No earlier filing loaded for comparison.

Net Assets

$15,988

No earlier filing loaded for comparison.

Liabilities

$3,636

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin17th percentile

Revenue

$63,111

No earlier filing loaded for comparison.

Expenses

$74,778

No earlier filing loaded for comparison.

Net Income

-$11,667

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20K$15K$10K$5.0K$0Assets 2018: $19,624Liabilities 2018: $3,636Net Assets 2018: $15,9882018Assets 2019: $11,293Liabilities 2019: $10,909Net Assets 2019: $3842019Assets 2020: $14,794Liabilities 2020: $13,376Net Assets 2020: $1,4182020

Highlighted filing

2018

Assets$19,624
Liabilities$3,636
Net Assets$15,988
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2018: $63,111Expenses 2018: $74,778Net Income 2018: -$11,6672018Revenue 2019: $5,040Expenses 2019: $20,644Net Income 2019: -$15,6042019Revenue 2020: $5,000Expenses 2020: $3,966Net Income 2020: $1,0342020

Highlighted filing

2018

Revenue$63,111
Expenses$74,778
Net Income-$11,667
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 27, 2019
Return Version
2018v3.1
Gross Receipts
$63,111
Mission and Program Overview

Mission

Legislative Activities

Program Services

DescriptionGrantsExpenses
Policy Action advocates for economic justice, vibrant communities, and a green economy.-$62,876
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kyra GreenExecutive Director-$0--
Richard BarreraPresident-$0--
Lawrence HessTreasurer-$0--
Johanna Puno HesterSecretary-$0--
Clare CrawfordBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Policy Action
EIN
81-0845888
Phone
6195845744
Address
3727 Camino Del Rio South Room 100, San Diego, CA 92108

Signing Officer

Name
Kyra Green
Title
Executive Director
Signed
2019-06-27
Discuss with paid preparer
No

Preparer

Firm
Munger & Company CPAs
Address
5814 Van Allen Way Suite 200, Carlbad, CA 92008
Preparer
Roland W Munger
Phone
7607308020
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Accounting 1,307”

Form 990-EZ, Part I, Line 16, Other Expenses

“Communications 404”

Form 990-EZ, Part I, Line 16, Other Expenses

“Community Outreach 2,627”

Form 990-EZ, Part I, Line 16, Other Expenses

“Janitorial 39”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 153”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 53”

Form 990-EZ, Part I, Line 16, Other Expenses

“Other 393”

Form 990-EZ, Part I, Line 16, Other Expenses

“Labor 35,240”

Form 990-EZ, Part II, Line 24, Other Assets

“Accounts Receivable Beginning of year 5,000, End of year 5,000”

Form 990-EZ, Part II, Line 24, Other Assets

“Prepaids Beginning of year 190, End of year 190”

Form 990-EZ, Part II, Line 26, Liabilities

“Accounts Payable Beginning of year 2,437, End of year 3,636”

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/PersonNm0Shane Stahl
IRS990EZ/BooksInCareOfDetail/PhoneNum06195845744
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03727 Camino Del Rio South Ste 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092108
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024902
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014434
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt063111
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11667
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt032983
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030092
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019624
IRS990EZ/GrossReceiptsAmt063111
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027655
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015988
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027655
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015988
IRS990EZ/OccupancyRentUtltsAndMaintAmt01579
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kyra Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Richard Barrera
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lawrence Hess
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Johanna Puno Hester
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Clare Crawford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05190
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05190
IRS990EZ/OtherExpensesTotalAmt040216
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Legislative Activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Policy Action advocates for economic justice, vibrant communities, and a green economy.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062876
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02437
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03636
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074778
IRS990EZ/TotalProgramServiceExpensesAmt062876
IRS990EZ/TotalRevenueAmt063111
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.cpisandiego.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Accounting 1,307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Communications 404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Community Outreach 2,627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Janitorial 39
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies 53
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Other 393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Labor 35,240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Receivable Beginning of year 5,000, End of year 5,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Prepaids Beginning of year 190, End of year 190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Payable Beginning of year 2,437, End of year 3,636
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Kyra Green
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Policy Action
ReturnHeader/Filer/BusinessNameControlTxt0POLI
ReturnHeader/Filer/EIN0810845888
ReturnHeader/Filer/PhoneNum06195845744
ReturnHeader/Filer/USAddress/AddressLine1Txt03727 Camino Del Rio South Room 100
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092108
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId067E2C3C47698EA2511EAF6A05BA32E5A141228F1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId067E2C3C47698EA2511EAF6A05BA32E5A141228F1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.184.203.2
ReturnHeader/FilingSecurityInformation/IPDt02019-06-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm000:04:08
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Munger & Company CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05814 Van Allen Way Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092008
ReturnHeader/PreparerPersonGrp/PhoneNum07607308020
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roland W Munger
ReturnHeader/ReturnTs02019-06-27T05:04:30-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,624
Liabilities
$3,636
Net assets
$15,988
Revenue
$63,111
Expenses
$74,778
Net income
-$11,667
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$14.8$13.4$1.42$5.00$3.97$1.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$10.9$0.38$5.04$20.6$15.6
2018Detailed filing. Detailed filing data is available for this year.$19.6$3.64$16.0$63.1$74.8$11.7