Civic Intelligence

Partners for Change Tri-Valley

990EZ • Fiscal year 2017 • EIN 81-4326240

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 08, 2018

4743 East AvenueLivermore, CA 94550

(925) 583-1635

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$55,300

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 45.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Assets

$44,327

No earlier filing loaded for comparison.

Net Assets

$44,327

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$122,908

No earlier filing loaded for comparison.

Expenses

$78,581

No earlier filing loaded for comparison.

Net Income

$44,327

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0-$20KAssets 2017: $44,327Liabilities 2017: $0Net Assets 2017: $44,3272017Assets 2018: $25,476Liabilities 2018: $1,522Net Assets 2018: $23,9542018Assets 2019: $17,376Liabilities 2019: $1,732Net Assets 2019: $15,6442019Assets 2020: $12,614Liabilities 2020: $1,611Net Assets 2020: $11,0032020Assets 2021: $20,913Liabilities 2021: $2,195Net Assets 2021: $18,7182021Assets 2022: $5,600Liabilities 2022: $7,160Net Assets 2022: -$1,5602022Assets 2023: $26,168Liabilities 2023: $1,904Net Assets 2023: $24,2642023Assets 2024: $51,440Liabilities 2024: $0Net Assets 2024: $51,4402024

Highlighted filing

2017

Assets$44,327
Liabilities$0
Net Assets$44,327

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2017: $122,908Expenses 2017: $78,581Net Income 2017: $44,3272017Revenue 2018: $64,833Expenses 2018: $85,206Net Income 2018: -$20,3732018Revenue 2019: $66,295Expenses 2019: $74,605Net Income 2019: -$8,3102019Revenue 2020: $74,813Expenses 2020: $79,454Net Income 2020: -$4,6412020Revenue 2021: $93,877Expenses 2021: $86,447Net Income 2021: $7,4302021Revenue 2022: $152,853Expenses 2022: $173,131Net Income 2022: -$20,2782022Revenue 2023: $226,443Expenses 2023: $207,472Net Income 2023: $18,9712023Revenue 2024: $228,302Expenses 2024: $201,319Net Income 2024: $26,9832024

Highlighted filing

2017

Revenue$122,908
Expenses$78,581
Net Income$44,327
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 8, 2018
Return Version
2017v2.3
Gross Receipts
$122,908
Mission and Program Overview

Mission

Form 990-EZ Part III Primary Exempt Purpose - To empower people to chart their own courses out of poverty and toward self-sufficiency by creating partnerships with members of our community who mentor them on the journey and to educate citizens and public officials about our experiences while addressing the root causes of poverty and homelessness.

To empower people to chart their own courses out of poverty and toward self-sufficiency by creating partnerships with members of our community who mentor them on the journey, and to educate citizens and public officials about our experiences while addressing the root causes of poverty and homelessness.

Program Services

DescriptionGrantsExpenses
ADULT PROGRAM WHICH INCLUDES LIFE-SKILL TRAINING AND MENTORING.$0$46,636
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANA PEETEExecutive DirectorFT$55,300-$55,300
ALAN BURNHAMBoard Chair/CEO-$0--
REV KIM RISEDORPHPresident/COO-$0--
RICHARD HAYESTreasurer/CFO-$0--
L JEFFREY ATHERTONBoard Vice Chair-$0--
JACKY POULSENSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Partners for Change Tri-valley
EIN
81-4326240
Phone
9255831635
Address
4743 EAST AVENUE, LIVERMORE, CA 94550

Signing Officer

Name
Richard Hayes
Title
Treasurer
Phone
9255831635
Signed
2018-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Kemper CPA Group Llp
Address
3031 W MARCH LANE STE 133 S, STOCKTON, CA 95219
Preparer
September F Reeves CPA
Phone
2094732001
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest. Amount: 19.

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

Description: insurance. Amount: 5,851. Description: bank service charges. Amount: 153. Description: payroll tax expense. Amount: 4,841. Description: meeting expenses. Amount: 74. Total to form 990-ez, line 16: 10,919.

Raw XML Appendix160 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt04733
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RICHARD HAYES
IRS990EZ/BooksInCareOfDetail/PhoneNum09255831635
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04743 EAST AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LIVERMORE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094550
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044327
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0122889
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt044327
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06629
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044327
IRS990EZ/GrossReceiptsAmt0122908
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044327
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044327
IRS990EZ/OccupancyRentUtltsAndMaintAmt01000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt042.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt055300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHANA PEETE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALAN BURNHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REV KIM RISEDORPH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD HAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4L JEFFREY ATHERTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JACKY POULSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD CHAIR/CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT/COO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER/CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt010919
IRS990EZ/OtherRevenueTotalAmt019
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO EMPOWER PEOPLE TO CHART THEIR OWN COURSES OUT OF POVERTY AND TOWARD SELF-SUFFICIENCY BY CREATING PARTNERSHIPS WITH MEMBERS OF OUR COMMUNITY WHO MENTOR THEM ON THE JOURNEY, AND TO EDUCATE CITIZENS AND PUBLIC OFFICIALS ABOUT OUR EXPERIENCES WHILE ADDRESSING THE ROOT CAUSES OF POVERTY AND HOMELESSNESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADULT PROGRAM WHICH INCLUDES LIFE-SKILL TRAINING AND MENTORING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046636
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt055300
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt078581
IRS990EZ/TotalProgramServiceExpensesAmt046636
IRS990EZ/TotalRevenueAmt0122908
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PFCTV.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ARTICALS OF INCORPORATION WERE COMPLETED IN OCTOBER OF 2016. HOWEVER, NO INCOME WAS GENERATED FOR THE 2016 YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0990EZ, SCHEDULE A. PART VI
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0122889
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0122889
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0122889
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0122889
IRS990ScheduleA/Total509Grp/TotalAmt0122889
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0122889
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0122889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 19.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE. AMOUNT: 5,851. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 153. DESCRIPTION: PAYROLL TAX EXPENSE. AMOUNT: 4,841. DESCRIPTION: MEETING EXPENSES. AMOUNT: 74. TOTAL TO FORM 990-EZ, LINE 16: 10,919.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD HAYES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09255831635
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PARTNERS FOR CHANGE TRI-VALLEY
ReturnHeader/Filer/BusinessNameControlTxt0PART
ReturnHeader/Filer/EIN0814326240
ReturnHeader/Filer/PhoneNum09255831635
ReturnHeader/Filer/USAddress/AddressLine1Txt04743 EAST AVENUE
ReturnHeader/Filer/USAddress/CityNm0LIVERMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094550
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FA76B8F5F1A0F55436F529AA26320A8559389B37
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0044924A734B2626CB657C9DD4156B36AC1902B52
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.175.157.67
ReturnHeader/FilingSecurityInformation/IPDt02018-10-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:48:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0370818432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEMPER CPA GROUP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03031 W MARCH LANE STE 133 S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094732001
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEPTEMBER F REEVES CPA
ReturnHeader/ReturnTs02018-10-19T10:25:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings