Civic Intelligence

Policy Action

990EZ • Fiscal year 2020 • EIN 81-0845888

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 28, 2021

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

95th percentile

0.90x

Higher debt load relative to assets than 95% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

98th percentile

2.68x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

84th percentile

31%

Faster asset growth than 84% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

67th percentile

-0.8%

Faster revenue growth than 67% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$14,794

Up $3,501 (+31%) from 2019

Net Assets

Up

$1,418

Up $1,034 (+269%) from 2019

Liabilities

Up

$13,376

Up $2,467 (+23%) from 2019

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin75th percentile

Revenue

Down

$5,000

Down $40 (-0.8%) from 2019

Expenses

Down

$3,966

Down $16,678 (-81%) from 2019

Net Income

Up

$1,034

Up $16,638 (+107%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2020

Assets$14,794
Liabilities$13,376
Net Assets$1,418
Open 2020 Filing

Operations Trend

Revenue Growth67th 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

2020

Revenue$5,000
Expenses$3,966
Net Income$1,034
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 28, 2021
Return Version
2020v4.1
Gross Receipts
$5,000
Mission and Program Overview

Mission

Legislative Activities

Program Services

DescriptionGrantsExpenses
Policy Action advocates for economic justice, vibrant communities, and a green economy.-$2,081
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
1012021
Signed
2021-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Munger & Company CPAs
Address
2170 South El Camino Real Suite 217, Oceanside, CA 92054
Preparer
Roland W Munger
Phone
7607308020
Supplemental Narrative

Additional Explanations

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

“Travel 24”

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

“Supplies 15”

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

“Communications 52”

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

“Social Media 2”

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

“Community Outreach 6”

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

“Insurance 20”

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

“Other 20”

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 10,909, End of year 13,376”

Raw XML Appendix138 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/BOYAmt06103
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09604
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01034
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0737
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011293
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014794
IRS990EZ/GrossReceiptsAmt05000
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0384
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01418
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0384
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01418
IRS990EZ/OccupancyRentUtltsAndMaintAmt0191
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/OtherExpensesTotalAmt0139
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Legislative Activities
IRS990EZ/PrintingPublicationsPostageAmt05
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Policy Action advocates for economic justice, vibrant communities, and a green economy.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02081
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02894
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010909
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt013376
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03966
IRS990EZ/TotalProgramServiceExpensesAmt02081
IRS990EZ/TotalRevenueAmt05000
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/ExplanationTxt0Travel 24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Communications 52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Social Media 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Community Outreach 6
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Other 20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Receivable Beginning of year 5,000, End of year 5,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Prepaids Beginning of year 190, End of year 190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Payable Beginning of year 10,909, End of year 13,376
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 II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kyra Greene
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt01012021
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Munger & Company CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02170 South El Camino Real Suite 217
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oceanside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092054
ReturnHeader/PreparerPersonGrp/PhoneNum07607308020
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roland W Munger
ReturnHeader/ReturnTs02021-10-28T05:05:57-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kyra
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Green
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,794
Liabilities
$13,376
Net assets
$1,418
Revenue
$5,000
Expenses
$3,966
Net income
$1,034
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
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