Civic Intelligence

Partners for Change Tri-Valley

990EZ • Fiscal year 2018 • EIN 81-4326240

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 29, 2019

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

75th percentile

0.06x

Higher debt load relative to assets than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

12th percentile

-31%

Higher net margin than 12% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$55,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 84.8% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

11th percentile

-43%

Faster asset growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-47%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$25,476

Down $18,851 (-43%) from 2017

Net Assets

Down

$23,954

Down $20,373 (-46%) from 2017

Liabilities

Up

$1,522

Up $1,522 from 2017

Revenue

Down

$64,833

Down $58,075 (-47%) from 2017

Expenses

Up

$85,206

Up $6,625 (+8.4%) from 2017

Net Income

Down

-$20,373

Down $64,700 (-146%) from 2017

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

2018

Assets$25,476
Liabilities$1,522
Net Assets$23,954

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

2018

Revenue$64,833
Expenses$85,206
Net Income-$20,373
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 29, 2019
Return Version
2018v3.1
Gross Receipts
$69,027
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$51,942
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANA PEETEExecutive DirectorFT$55,000-$55,000
KATHY LA POINT-COLLUPVice Chair-$0--
RICHARD HAYESBoard Chair-$0--
JOE CLARKCFO-$0--
JACKY POULSENSecretary-$0--
ART ROSASBoard Member-$0--
NAN OSBORNEPresedent-$0--
SHERIA JOHNSONBoard Member-$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
CFO
Phone
9255831635
Signed
2019-04-29
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: 11.

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

Description: insurance. Amount: 3,103. Description: bank service charges. Amount: 68. Description: payroll tax expense. Amount: 5,323. Description: other expenses. Amount: 141. Description: registration fees. Amount: 103. Description: dues. Amount: 150. Total to form 990-ez, line 16: 8,888.

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

Description: payroll liabilities. Beg. Of year amount: 0. End of year amount: 1,522.

Raw XML Appendix180 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/BusinessName/BusinessNameLine1Txt0JOE CLARK
IRS990EZ/BooksInCareOfDetail/PhoneNum09255831635
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04743 EAST AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LIVERMORE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094550
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044327
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025476
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt068786
IRS990EZ/CostOrOtherBasisExpenseSaleAmt04194
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-20373
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011240
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt025476
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-3964
IRS990EZ/GrossReceiptsAmt069027
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044327
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023954
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044327
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023954
IRS990EZ/OccupancyRentUtltsAndMaintAmt0825
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt042.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt055000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHANA PEETE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHY LA POINT-COLLUP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD HAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOE CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACKY POULSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ART ROSAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NAN OSBORNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SHERIA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESEDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08888
IRS990EZ/OtherRevenueTotalAmt011
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/ProgramServiceExpensesAmt051942
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt059904
IRS990EZ/SaleOfAssetsGrossAmt0230
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01522
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt085206
IRS990EZ/TotalProgramServiceExpensesAmt051942
IRS990EZ/TotalRevenueAmt064833
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PFCTV.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt063070
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0122889
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0185959
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0185959
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063070
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0122889
IRS990ScheduleA/Total509Grp/TotalAmt0185959
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063070
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0122889
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0185959
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 11.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE. AMOUNT: 3,103. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 68. DESCRIPTION: PAYROLL TAX EXPENSE. AMOUNT: 5,323. DESCRIPTION: OTHER EXPENSES. AMOUNT: 141. DESCRIPTION: REGISTRATION FEES. AMOUNT: 103. DESCRIPTION: DUES. AMOUNT: 150. TOTAL TO FORM 990-EZ, LINE 16: 8,888.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,522.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD HAYES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum09255831635
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-29
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/AtSubmissionCreationDeviceId0B734B187D7C9B41C79DF3B7F4FFD73AEB9F3384B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId099F1D25884E496C07107B8E586C4072664711028
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.175.157.67
ReturnHeader/FilingSecurityInformation/IPDt02019-04-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:01:29
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/PreparationDt02019-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEPTEMBER F REEVES CPA
ReturnHeader/ReturnTs02019-05-10T13:06:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings