Civic Intelligence

State Engagement Fund

990 • Fiscal year 2023 • EIN 81-0865943

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization ProfileN/A

View Organization Page

PO Box 388Raleigh, NC 27602-0388

(919) 679-1776

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2023 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2023 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2023

Net Margin

89th percentile

56%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2023 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2023

Asset Growth

98th percentile

436%

Faster asset growth than 98% of similar nonprofits.

2023 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-25%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$5,611,630

Up $4,564,477 (+436%) from 2022

Net Assets

Up

$5,599,496

Up $4,558,578 (+438%) from 2022

Liabilities

Up

$12,134

Up $5,899 (+95%) from 2022

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin89th percentile

Revenue

Down

$8,100,000

Down $2,690,000 (-25%) from 2022

Expenses

Down

$3,541,264

Down $10,427,916 (-75%) from 2022

Net Income

Up

$4,558,736

Up $7,737,916 (+243%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $518,307Liabilities 2015: $0Net Assets 2015: $518,3072015Assets 2016: $233,642Liabilities 2016: $0Net Assets 2016: $233,6422016Assets 2017: $1,261,976Liabilities 2017: $35,000Net Assets 2017: $1,226,9762017Assets 2018: $2,914,241Liabilities 2018: $0Net Assets 2018: $2,914,2412018Assets 2019: $4,483,658Liabilities 2019: $293Net Assets 2019: $4,483,3652019Assets 2020: $356,088Liabilities 2020: $1,923Net Assets 2020: $354,1652020Assets 2021: $3,992,375Liabilities 2021: $35,165Net Assets 2021: $3,957,2102021Assets 2022: $1,047,153Liabilities 2022: $6,235Net Assets 2022: $1,040,9182022Assets 2023: $5,611,630Liabilities 2023: $12,134Net Assets 2023: $5,599,4962023Assets 2024: $3,228,299Liabilities 2024: $486,185Net Assets 2024: $2,742,1142024

Highlighted filing

2023

Assets$5,611,630
Liabilities$12,134
Net Assets$5,599,496
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

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

$60M$40M$20M$0-$20MRevenue 2015: $518,307Expenses 2015: $0Net Income 2015: $518,3072015Revenue 2016: $4,704,895Expenses 2016: $4,989,560Net Income 2016: -$284,6652016Revenue 2017: $3,791,242Expenses 2017: $2,797,908Net Income 2017: $993,3342017Revenue 2018: $50,226,855Expenses 2018: $45,014,591Net Income 2018: $5,212,2642018Revenue 2019: $19,660,708Expenses 2019: $18,091,584Net Income 2019: $1,569,1242019Revenue 2020: $11,342,809Expenses 2020: $15,472,009Net Income 2020: -$4,129,2002020Revenue 2021: $7,875,633Expenses 2021: $4,272,588Net Income 2021: $3,603,0452021Revenue 2022: $10,790,000Expenses 2022: $13,969,180Net Income 2022: -$3,179,1802022Revenue 2023: $8,100,000Expenses 2023: $3,541,264Net Income 2023: $4,558,7362023Revenue 2024: $18,981,771Expenses 2024: $21,839,153Net Income 2024: -$2,857,3822024

Highlighted filing

2023

Revenue$8,100,000
Expenses$3,541,264
Net Income$4,558,736
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$8,100,000
Mission and Program Overview

Mission

The state engagement fund utilizes public policy research, grassroots organizing and communications strategies in combination to facilitate alignment among organizations so they work together in the areas of health care, public education, equality, environment and poverty.

SEE PART III, LINE 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,046,995$5,609,731▲ $4,562,736
Rtn Earn Endowment Incm Other Fnds$1,040,918$5,599,496▲ $4,558,578
Accounts Receivable$158$1,899▲ $1,741
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,047,153$5,611,630▲ $4,564,477
Liabilities
Accounts Payable and Accrued Expenses$6,235$12,134▲ $5,899
Total Liabilities$6,235$12,134▲ $5,899
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,040,918$5,599,496▲ $4,558,578
Total Liabilities and Net Assets / Fund Balance$1,047,153$5,611,630▲ $4,564,477
Compensation and Service Providers
Top Officer Pay42nd percentile

Board Members and Trustees

NameTitle
Anne BartleyChair
Jeff BlodgettDirector
Jonathan Scott AndersonDirector
Michael L WeiselTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,100,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$8,100,000
Change in Net Assets
$4,558,736
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,500,000
Other Expenses$41,264
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,500,000--$3,500,000
Fees for Services Other$30,000--$30,000
Insurance-$7,116-$7,116
Other Expenses-$4,148-$4,148
Total Functional Expenses$3,530,000$11,264$0$3,541,264
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Strategic Victory FundRaleigh, NC501(c)(4)General Support Contribution$3,250,000
Together Wisconsin Acts IncMilwaukee, WI501(c)(4)General Support Contribution$250,000
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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

“The form 990 was prepared by outside accountants and reviewed by an officer of the organization. Once the review was completed, it was forwarded to the full board for approval.”

Form 990, Part VI, Section C, Line 19

“State engagement fund's governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
State Engagement Fund
EIN
81-0865943
Phone
9196791776
Address
PO BOX 388, RALEIGH, NC 27602-0388

Signing Officer

Name
Jonathan Scott Anderson
Title
Director
Phone
9196791776
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Scott Anderson
Formed
2015
Legal Domicile
Dc
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
John Norman
Phone
7049985200
Raw XML Appendix296 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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ReturnHeader/Filer/USAddress/ZIPCd0276020388
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 WEST TRADE STREET SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028202
ReturnHeader/PreparerPersonGrp/PhoneNum07049985200
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN NORMAN
ReturnHeader/ReturnTs02024-11-13T11:36:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,611,630
Liabilities
$12,134
Net assets
$5,599,496
Revenue
$8,100,000
Expenses
$3,541,264
Net income
$4,558,736
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$0.49$2.74$19.0$21.8$2.86
2023Detailed filing. Detailed filing data is available for this year.$5.61$0.01$5.60$8.10$3.54$4.56
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.01$1.04$10.8$14.0$3.18
2021Detailed filing. Detailed filing data is available for this year.$3.99$0.04$3.96$7.88$4.27$3.60
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.35$11.3$15.5$4.13
2019Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$19.7$18.1$1.57
2018Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$50.2$45.0$5.21
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.04$1.23$3.79$2.80$0.99
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$4.70$4.99$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.52$0.00$0.52