Civic Intelligence

Steinberg Institute

990 • Fiscal year 2017 • EIN 81-4361691

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileWWW.STEINBERGINSTITUTE.ORG

View Organization Page

1121 L StreetSacramento, CA 95814

(916) 553-4167

Siviq Scores

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

Liabilities / Assets

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

19th percentile

0.01x

Higher debt load relative to revenue than 19% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

56th percentile

$73,670

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M 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

Balance Sheet
Liabilities / Assets25th percentile

Assets

$938,394

No earlier filing loaded for comparison.

Net Assets

$930,188

No earlier filing loaded for comparison.

Liabilities

$8,206

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin94th percentile

Revenue

$1,545,628

No earlier filing loaded for comparison.

Expenses

$612,062

No earlier filing loaded for comparison.

Net Income

$933,566

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2017: $938,394Liabilities 2017: $8,206Net Assets 2017: $930,1882017Assets 2018: $522,555Liabilities 2018: $30,663Net Assets 2018: $491,8922018Assets 2019: $780,552Liabilities 2019: $59,134Net Assets 2019: $721,4182019Assets 2020: $2,058,145Liabilities 2020: $61,178Net Assets 2020: $1,996,9672020Assets 2021: $1,539,695Liabilities 2021: $91,991Net Assets 2021: $1,447,7042021Assets 2022: $760,738Liabilities 2022: $260,574Net Assets 2022: $500,1642022Assets 2023: $2,375,329Liabilities 2023: $200,837Net Assets 2023: $2,174,4922023Assets 2024: $1,609,922Liabilities 2024: $500,990Net Assets 2024: $1,108,9322024

Highlighted filing

2017

Assets$938,394
Liabilities$8,206
Net Assets$930,188
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MRevenue 2017: $1,545,628Expenses 2017: $612,062Net Income 2017: $933,5662017Revenue 2018: $254,887Expenses 2018: $683,995Net Income 2018: -$429,1082018Revenue 2019: $1,030,515Expenses 2019: $797,853Net Income 2019: $232,6622019Revenue 2020: $2,099,601Expenses 2020: $824,002Net Income 2020: $1,275,5992020Revenue 2021: $584,465Expenses 2021: $1,133,728Net Income 2021: -$549,2632021Revenue 2022: $579,075Expenses 2022: $1,526,615Net Income 2022: -$947,5402022Revenue 2023: $3,406,726Expenses 2023: $1,732,398Net Income 2023: $1,674,3282023Revenue 2024: $1,042,651Expenses 2024: $2,108,211Net Income 2024: -$1,065,5602024

Highlighted filing

2017

Revenue$1,545,628
Expenses$612,062
Net Income$933,566
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$1,545,628
Mission and Program Overview

Mission

The purposes of this corporation IS to (1) advance mental health awareness, inspire mental health leadership, de-stigmatize mental health issues, and prioritize the delivery of mental health services within and outside California; and (2) engage in any other charitable activity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$860,508-
Cash and Non-Interest-Bearing Accounts-$77,886-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$0$938,394▲ $938,394
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$8,206-
Total Liabilities$0$8,206▲ $8,206
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$930,188-
Total Net Assets Fund Balance$0$930,188▲ $930,188
Total Liabilities and Net Assets / Fund Balance$0$938,394▲ $938,394
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret MerrittExecutive DirectorFT$71,177$2,493$73,670

Board Members and Trustees

NameTitle
Darrell SteinbergChairman
John BoydDirector
Steve FieldsDirector
Tom InselSecretary
Tina ThomasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,540,158
Program Service Revenue
$0
Investment Income
$5,470
Other Revenue
$0
All Other Contributions
$1,540,158
Change in Net Assets
$933,566
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$376,208
Salaries, Compensation, and Employee Benefits$235,283
Total Fundraising Expense$13,198
Grants and Similar Amounts Paid$571
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$126,015$14,002-$140,017
Current Officers, Directors, Trustees, and Key Employees$51,569$11,050$11,051$73,670
Payroll Taxes$13,897$1,950$844$16,691
Fees for Services Legal$7,521--$7,521
Fees for Services Other-$7,049-$7,049
Travel$5,654$499$499$6,652
All Other Expenses$2,361$2,738$210$5,309
Other Employee Benefits$4,415$490-$4,905
Fees for Services Accounting-$2,833-$2,833
Other Expenses$1,388$123$123$1,634
Office Expenses$1,030$91$91$1,212
Grants to Domestic Orgs$571--$571
Advertising--$150$150
Fees for Services Lobbying$100--$100
Total Functional Expenses$523,670$75,194$13,198$612,062
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
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is reviewed by the executive director and legal counsel prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Directors are required to notify the board of any possible conflict at the beginning of each year.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation for management is voted on by the board of directors. The board takes into account the pay of other executives of similarly sized non profits as well as the performance of the executive.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The board makes its governing documentss, policies, and financial statements available upon request and approval of the board.”

Filing and Contact Details

Filer

Filer Name
Steinberg Institute
EIN
81-4361691
Phone
9165534167
Address
1121 L STREET, SACRAMENTO, CA 95814

Signing Officer

Name
Margaret Merritt
Title
Executive Director
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Darrell Steinberg
Formed
2017
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
4

Preparer

Firm
Fritzsche Associates
Address
1511 CORPORATE WAY STE 220, SACRAMENTO, CA 95831-3890
Preparer
James H Fritzsche CPA
Phone
9164222111
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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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IRS990/Desc01.Strengthen existing and create new public and private partnerships to improve the understanding of mental illness and improve the mental health system of care.2.Work to ensure the public sector has the mental health infrastructure in place to ensure all people receive the mental health services they need and the needs of children and adolescents are met by expanding evidenced based prevention and early intervention and early psychosis identification programs across the state.3.Advance California-wide advocacy and policy, and develop a standard (psychological health and safety in the workplace) for mental health in the workplace.
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05470
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05470
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt016071
IRS990ScheduleA/SubstantialContributorsTotAmt024087
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt040158
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt040158
IRS990ScheduleA/TotalSupportAmt045628
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/Form4720Filed4912TaxInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesAmt0100
IRS990ScheduleC/OtherActivitiesInd0true
IRS990ScheduleC/PaidStaffOrManagementInd0true
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/TotalLobbyingExpendituresAmt0100
IRS990ScheduleC/VolunteersInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND LEGAL COUNSEL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DIRECTORS ARE REQUIRED TO NOTIFY THE BOARD OF ANY POSSIBLE CONFLICT AT THE BEGINNING OF EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION FOR MANAGEMENT IS VOTED ON BY THE BOARD OF DIRECTORS. THE BOARD TAKES INTO ACCOUNT THE PAY OF OTHER EXECUTIVES OF SIMILARLY SIZED NON PROFITS AS WELL AS THE PERFORMANCE OF THE EXECUTIVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD MAKES ITS GOVERNING DOCUMENTSS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AND APPROVAL OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0930188
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt0938394
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt0938394
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01540158
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt013198
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt075194
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0523670
IRS990/TotalFunctionalExpensesGrp/TotalAmt0612062
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt08206
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt08206
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0930188
IRS990/TotalOtherCompensationAmt02493
IRS990/TotalProgramServiceExpensesAmt0523670
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt071177
IRS990/TotalRevenueGrp/ExclusionAmt05470
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01545628
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0938394
IRS990/TravelGrp/FundraisingAmt0499
IRS990/TravelGrp/ManagementAndGeneralAmt0499
IRS990/TravelGrp/ProgramServicesAmt05654
IRS990/TravelGrp/TotalAmt06652
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01121 L STREET STE 300
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095814
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.STEINBERGINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET MERRITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEINBERG INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0STEI
ReturnHeader/Filer/EIN0814361691
ReturnHeader/Filer/PhoneNum09165534167
ReturnHeader/Filer/USAddress/AddressLine1Txt01121 L STREET
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095814
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320343346
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRITZSCHE ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01511 CORPORATE WAY STE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0958313890
ReturnHeader/PreparerPersonGrp/PhoneNum09164222111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES H FRITZSCHE CPA
ReturnHeader/ReturnTs02018-11-15T11:24:58-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$938,394
Liabilities
$8,206
Net assets
$930,188
Revenue
$1,545,628
Expenses
$612,062
Net income
$933,566
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.50$1.11$1.04$2.11$1.07
2023Detailed filing. Detailed filing data is available for this year.$2.38$0.20$2.17$3.41$1.73$1.67
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.26$0.50$0.58$1.53$0.95
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.09$1.45$0.58$1.13$0.55
2020Detailed filing. Detailed filing data is available for this year.$2.06$0.06$2.00$2.10$0.82$1.28
2019Detailed filing. Detailed filing data is available for this year.$0.78$0.06$0.72$1.03$0.80$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.03$0.49$0.25$0.68$0.43
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.01$0.93$1.55$0.61$0.93