Civic Intelligence

Policy Action

990EZ • Fiscal year 2019 • EIN 81-0845888

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 07, 2020

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

96th percentile

0.97x

Higher debt load relative to assets than 96% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

98th percentile

2.16x

Higher debt load relative to revenue than 98% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-310%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

8th percentile

-42%

Faster asset growth than 8% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-92%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$11,293

Down $8,331 (-42%) from 2018

Net Assets

Down

$384

Down $15,604 (-98%) from 2018

Liabilities

Up

$10,909

Up $7,273 (+200%) from 2018

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin2nd percentile

Revenue

Down

$5,040

Down $58,071 (-92%) from 2018

Expenses

Down

$20,644

Down $54,134 (-72%) from 2018

Net Income

Down

-$15,604

Down $3,937 (-34%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

2019

Assets$11,293
Liabilities$10,909
Net Assets$384
Open 2019 Filing

Operations Trend

Revenue Growth3rd percentile

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

2019

Revenue$5,040
Expenses$20,644
Net Income-$15,604
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 7, 2020
Return Version
2019v5.1
Gross Receipts
$5,040
Mission and Program Overview

Mission

Legislative Activities

Program Services

DescriptionGrantsExpenses
Policy Action advocates for economic justice, vibrant communities, and a green economy.-$6,538
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 Greene
Title
Executive Director
Signed
2020-07-07
Discuss with paid preparer
Yes

Preparer

Firm
Roland Munger CPA
Address
2170 South El Camino Real Ste 217, Oceanside, CA 92054
Preparer
Roland W Munger
Phone
7607308020
Supplemental Narrative

Additional Explanations

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

“Communications 257”

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

“Social Media 1”

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

“Community Outreach 31”

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

“Janitorial 9”

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

“Insurance 67”

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

“Supplies 84”

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

“Other 89”

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

“Labor 5,710”

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 3,636, End of year 10,909”

Raw XML Appendix143 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
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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/BOYAmt014434
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06103
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IRS990EZ/ExcessOrDeficitForYearAmt0-15604
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IRS990EZ/FiledScheduleAInd0false
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015988
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0384
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015988
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0384
IRS990EZ/OccupancyRentUtltsAndMaintAmt0613
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.25
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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/OtherExpensesTotalAmt06248
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Legislative Activities
IRS990EZ/PrintingPublicationsPostageAmt064
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Policy Action advocates for economic justice, vibrant communities, and a green economy.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06538
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt011853
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03636
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010909
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020644
IRS990EZ/TotalProgramServiceExpensesAmt06538
IRS990EZ/TotalRevenueAmt05040
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.cpisandiego.org
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Communications 257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Social Media 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Community Outreach 31
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Janitorial 9
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 67
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies 84
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Other 89
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Labor 5,710
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 3,636, End of year 10,909
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kyra Greene
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-07
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId067E2C3C47698EA2511EAF6A05BA32E5A141228F1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.211.49.11
ReturnHeader/FilingSecurityInformation/IPDt02020-07-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:26:47
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Roland Munger CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02170 South El Camino Real Ste 217
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oceanside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092054
ReturnHeader/PreparerPersonGrp/PhoneNum07607308020
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roland W Munger
ReturnHeader/ReturnTs02020-07-07T09:26:57-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,293
Liabilities
$10,909
Net assets
$384
Revenue
$5,040
Expenses
$20,644
Net income
-$15,604
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
2019Detailed filing. Detailed filing data is available for this year.$11.3$10.9$0.38$5.04$20.6$15.6
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.6$3.64$16.0$63.1$74.8$11.7