Civic Intelligence

Saudade Institute

EIN 81-2514741 • 501(c)3 • Eureka, CA

Profile

The organization's primary exempt purpose is education and research relating to palliative care.

517 3rd St Ste 22Eureka, CA 95501

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

99th percentile

21.24x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

93rd percentile

0.67x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

13th percentile

-83%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-50%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$834

Down $4,022 (-83%) from 2020

Liabilities

Down

$17,714

Down $16,379 (-48%) from 2020

Net Assets

Up

-$16,880

Up $12,357 (+42%) from 2020

Operations
Liabilities / Revenue93rd percentileNet Margin89th percentile

Revenue

Down

$26,294

Down $26,430 (-50%) from 2020

Expenses

Up

$13,937

Up $6,234 (+81%) from 2020

Net Income

Down

$12,357

Down $32,664 (-73%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0-$50KAssets 2017: $8,648Liabilities 2017: $9,7062017Assets 2018: $18,233Liabilities 2018: $29,1682018Assets 2019: $832Liabilities 2019: $75,0902019Assets 2020: $4,856Liabilities 2020: $34,093Net Assets 2020: -$29,2372020Assets 2021: $834Liabilities 2021: $17,714Net Assets 2021: -$16,8802021

Highlighted filing

2021

Assets$834
Liabilities$17,714
Net Assets-$16,880
Open 2021 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2017: $71,523Expenses 2017: $72,581Net Income 2017: -$1,0582017Revenue 2018: $76,868Expenses 2018: $86,745Net Income 2018: -$9,8772018Revenue 2019: $48,680Expenses 2019: $112,003Net Income 2019: -$63,3232019Revenue 2020: $52,724Expenses 2020: $7,703Net Income 2020: $45,0212020Revenue 2021: $26,294Expenses 2021: $13,937Net Income 2021: $12,3572021

Highlighted filing

2021

Revenue$26,294
Expenses$13,937
Net Income$12,357
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$834
Liabilities
$17,714
Net assets
-$16,880
Revenue
$26,294
Expenses
$13,937
Net income
$12,357
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.18$0.17$0.26$0.14$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.05$0.34$0.29$0.53$0.08$0.45
2019Summary only. Only limited summary data is available for this year.$0.01$0.75$0.49$1.12$0.63
2018Summary only. Only limited summary data is available for this year.$0.18$0.29$0.77$0.87$0.10
2017Summary only. Only limited summary data is available for this year.$0.09$0.10$0.72$0.73$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 31, 2021
Return Version
2020v4.1
Gross Receipts
$26,294
Mission and Program Overview

Mission

The organization's primary exempt purpose is education and research relating to palliative care.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION IS COMMITTED TO DELIVERING CAPABLE, COMPASSIONATE CARE TO EVERYONE, EVERYWHERE, AS LIFE APPROACHES COMPLETION.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN KERRPresident-$0--
STEPHEN FRANEYSecretary-$0--
MIKE RABOWTreasurer-$0--
MICHAEL FRATKINBoard Member-$0--
CHEYENNE BALSLEYExecutive Director, BoardPT$0--
Filing and Contact Details

Filer

Filer Name
Saudade Institute
EIN
81-2514741
Phone
7074425683
Address
517 3RD ST STE 22, EUREKA, CA 95501

Signing Officer

Name
Cheyenne Balsley
Title
Executive Director
Phone
7074425683
Signed
2021-08-31
Discuss with paid preparer
Yes

Preparer

Firm
David L Moonie & Co Llp
Address
325 SECOND STREET SUITE 301, EUREKA, CA 95501
Preparer
Aaron S Weiss CPA
Phone
7074421737
Supplemental Narrative

Additional Explanations

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

“Description: dues & subscriptions. Amount: 19.”

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

“Description: prepaid expenses. Beg. Of year amount: 1,750. End of year amount: 0.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: due to other entities. Beg. Of year amount: 34,093. End of year amount: 0. Description: due to director. Beg. Of year amount: 0. End of year amount: 17,714.”

Raw XML Appendix174 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/PhoneNum07074425683
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EUREKA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095501
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-16880
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-16880
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHLEEN KERR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHEN FRANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIKE RABOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL FRATKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHEYENNE BALSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE DIRECTOR, BOARD
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01750
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt019
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS EDUCATION AND RESEARCH RELATING TO PALLIATIVE CARE.
IRS990EZ/PrintingPublicationsPostageAmt01103
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION IS COMMITTED TO DELIVERING CAPABLE, COMPASSIONATE CARE TO EVERYONE, EVERYWHERE, AS LIFE APPROACHES COMPLETION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt012815
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt034093
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt017714
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013937
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt026294
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt026294
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt052724
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt045039
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt074628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt071523
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0270208
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt08740
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0270208
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt026294
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt071523
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0270208
IRS990ScheduleA/TotalSupportAmt0270208
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
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt017713
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0OPERATING EXPENSES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt017713
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0MICHAEL FRATKIN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0BOARD MEMBER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt017713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 19.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,750. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE TO OTHER ENTITIES. BEG. OF YEAR AMOUNT: 34,093. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE TO DIRECTOR. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 17,714.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHEYENNE BALSLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07074425683
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAUDADE INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0SAUD
ReturnHeader/Filer/EIN0812514741
ReturnHeader/Filer/PhoneNum07074425683
ReturnHeader/Filer/USAddress/AddressLine1Txt0517 3RD ST STE 22
ReturnHeader/Filer/USAddress/CityNm0EUREKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941056328
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID L MOONIE & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0325 SECOND STREET SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EUREKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095501
ReturnHeader/PreparerPersonGrp/PhoneNum07074421737
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AARON S WEISS CPA
ReturnHeader/ReturnTs02021-10-18T12:13:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHEYENNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BALSLEY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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