Civic Intelligence

Mind Share Partners

990 • Fiscal year 2024 • EIN 81-5350598

Oct 01, 2023 to Sep 30, 2024 • Filed on Feb 11, 2025

201 Spear Street 1100San Francisco, CA 94105

(415) 949-1043

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$1,012,018

Down $16,848 (-1.6%) from 2023

Net Assets

Down

$749,375

Down $76,803 (-9.3%) from 2023

Liabilities

Up

$262,643

Up $59,955 (+30%) from 2023

Revenue And Expenses

Revenue

Up

$1,681,535

Up $363,970 (+28%) from 2023

Expenses

Up

$1,756,529

Up $35,213 (+2.0%) from 2023

Net Income

Up

-$74,994

Up $328,757 (+81%) from 2023

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2018: $151,866Liabilities 2018: $1,831Net Assets 2018: $150,0352018Assets 2019: $128,981Liabilities 2019: $4,685Net Assets 2019: $124,2962019Assets 2020: $156,335Liabilities 2020: $10,841Net Assets 2020: $145,4942020Assets 2021: $1,990,969Liabilities 2021: $772,601Net Assets 2021: $1,218,3682021Assets 2022: $1,634,483Liabilities 2022: $404,554Net Assets 2022: $1,229,9292022Assets 2023: $1,028,866Liabilities 2023: $202,688Net Assets 2023: $826,1782023Assets 2024: $1,012,018Liabilities 2024: $262,643Net Assets 2024: $749,3752024Assets 2025: $650,771Liabilities 2025: $183,216Net Assets 2025: $467,5552025

Highlighted filing

2024

Assets$1,012,018
Liabilities$262,643
Net Assets$749,375

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $342,841Expenses 2018: $190,980Net Income 2018: $151,8612018Revenue 2019: $341,367Expenses 2019: $367,106Net Income 2019: -$25,7392019Revenue 2020: $630,772Expenses 2020: $609,574Net Income 2020: $21,1982020Revenue 2021: $468,232Expenses 2021: $201,641Net Income 2021: $266,5912021Revenue 2022: $1,385,405Expenses 2022: $1,383,744Net Income 2022: $1,6612022Revenue 2023: $1,317,565Expenses 2023: $1,721,316Net Income 2023: -$403,7512023Revenue 2024: $1,681,535Expenses 2024: $1,756,529Net Income 2024: -$74,9942024Revenue 2025: $1,794,956Expenses 2025: $2,077,202Net Income 2025: -$282,2462025

Highlighted filing

2024

Revenue$1,681,535
Expenses$1,756,529
Net Income-$74,994
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 11, 2025
Return Version
2023v6.0
Gross Receipts
$1,681,535
Mission and Program Overview

Mission

The mission of mind share partners is to build awareness, support, and acceptance for people with mental health conditions.

To build awareness, support, and acceptance for people with mental health conditions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$838,018$632,990▼ $205,028
Accounts Receivable$70,270$169,940▲ $99,670
Pledges and Grants Receivable$75,000$162,031▲ $87,031
Prepaid Expenses and Deferred Charges$30,811$47,057▲ $16,246
Cash and Non-Interest-Bearing Accounts$14,767$0▼ $14,767
Total Assets$1,028,866$1,012,018▼ $16,848
Liabilities
Deferred Revenue$170,234$225,263▲ $55,029
Accounts Payable and Accrued Expenses$32,454$37,380▲ $4,926
Total Liabilities$202,688$262,643▲ $59,955
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$751,178$749,375▼ $1,803
Net Assets With Donor Restrictions$75,000$0▼ $75,000
Total Net Assets Fund Balance$826,178$749,375▼ $76,803
Total Liabilities and Net Assets / Fund Balance$1,028,866$1,012,018▼ $16,848
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer PorterManaging Director & COOPT$142,452$2,767$145,219
William GreenePrincipalFT$101,451$36,348$137,799
Bernie WongMovement Building & Research LeadFT$113,505$9,471$122,976
Michael DavisLead Principal, SalesFT$111,752$10,831$122,583
Carrie GroganLead Principal, Client ServicesFT$114,866$2,450$117,316

Board Members and Trustees

NameTitle
Jill MillerPresident
Kelly GreenwoodFounder & Director
Morey RiordanCEO (from July 2024)
Nina Kim SchultzSecretary
Saydeah HowardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$681,421
Program Service Revenue
$976,185
Investment Income
$23,923
Other Revenue
$6
All Other Contributions
$681,421
Change in Net Assets
$-74,994
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,357,449
Other Expenses$399,080
Total Fundraising Expense$72,915
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$740,281$123,670$40,726$904,677
Fees for Services Other$187,681$48,559$7,960$244,200
Current Officers, Directors, Trustees, and Key Employees$195,871$33,083$10,672$239,626
Pension Plan Contributions$80,361$20,606$2,356$103,323
Payroll Taxes$76,022$13,081$3,817$92,920
Conferences and Meetings$37,005$6,649$4,200$47,854
Travel$36,251$2,703-$38,954
Other Expenses$19,003$3,399$2,554$24,956
Fees for Services Accounting-$24,090-$24,090
Other Employee Benefits$13,147$3,371$385$16,903
Advertising$7,599--$7,599
Office Expenses$1,523$2,703$111$4,337
Fees for Services Legal$601$2,700-$3,301
Insurance-$2,465-$2,465
Information Technology$1,000$179$134$1,313
All Other Expenses-$11-$11
Total Functional Expenses$1,396,345$287,269$72,915$1,756,529
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Section B, Line 11B

The form will be emailed out to all board members asking for review and approval prior to it being filed. The board was given a few days to respond with their feedback.

Form 990, Part VI, Section B, Line 12C

An employee conflict of interest policy was implemented in november 2017 and included in the employee handbook, which is reviewed on a regular basis. A board conflict of interest policy was implemented on september 24, 2018. Board members are encouraged to disclose throughout the year and a specific request is sent out annually most recently in may 2024.

Form 990, Part VI, Section B, Line 15

Proposed compensation for each candidate is determined based on compensation comparable, internal benchmarks, and individual experience. Compensation comparables are determined through peer compensation studies and other publicly available data. Compensation is reviewed and approved by senior leadership of the organization (without external independent review).

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Mind Share Partners
EIN
81-5350598
Phone
4159491043
Address
201 SPEAR STREET 1100, SAN FRANCISCO, CA 94105

Signing Officer

Name
Jennifer Porter
Title
Managing Director & COO
Phone
4159491043
Signed
2025-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Morey Riordan
Formed
2017
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
12
Volunteers
20

Preparer

Firm
Wegner Cpas Llp
Address
230 PARK AVE FL 3, NEW YORK, NY 10169-0005
Preparer
Yigit Uctum CPA
Phone
2125511724
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Payroll fees: program service expenses 0. Management and general expenses 3,759. Fundraising expenses 0. Total expenses 3,759. Consultants: program service expenses 186,481. Management and general expenses 44,800. Fundraising expenses 7,960. Total expenses 239,241. Other professional fees: program service expenses 1,200. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,200.

FORM 990, PART XI:

The organization prepares its budget on a without donor restriction basis. The organization recognized a $150,000 gift in fy23, where $75,000 of cash was received in fy23 and the remaining $75,000 was received in fy24 and was included in net assets with donor restrictions at the end of fy23. The $75,000 was released from restrictions in fy24 and the organization had just above a breakeven year in its without donor restrictions activity.

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IRS990/ProgramServiceRevenueGrp/Desc0CLIENT SERVICES REVENU
IRS990/ProgramServiceRevenueGrp/Desc1ON-DEMAND TRAINING
IRS990/ProgramServiceRevenueGrp/Desc2PEER GROUP REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0884711
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt191224
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0884711
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt191224
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2250
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0549501
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01878
IRS990/PYOtherExpensesAmt0328226
IRS990/PYOtherRevenueAmt065
IRS990/PYProgramServiceRevenueAmt0766121
IRS990/PYRevenuesLessExpensesAmt0-403751
IRS990/PYSalariesCompEmpBnftPaidAmt01393090
IRS990/PYTotalExpensesAmt01721316
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01317565
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-74994
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0976185
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0838018
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0632990
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE 2020 COLUMN REPRESENTS THE SHORT YEAR JULY 1, 2021 TO SEPTEMBER 30, 2021.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0681421
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0549501
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0578611
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0129258
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0407206
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02345997
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023923
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01878
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt025801
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03921874
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.61170
IRS990ScheduleA/PublicSupportPY170Pct00.48780
IRS990ScheduleA/PublicSupportTotal170Amt01450741
IRS990ScheduleA/SubstantialContributorsTotAmt0895256
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0681421
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0549501
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0578611
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0129258
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0407206
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02345997
IRS990ScheduleA/TotalSupportAmt02371798
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
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM WILL BE EMAILED OUT TO ALL BOARD MEMBERS ASKING FOR REVIEW AND APPROVAL PRIOR TO IT BEING FILED. THE BOARD WAS GIVEN A FEW DAYS TO RESPOND WITH THEIR FEEDBACK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AN EMPLOYEE CONFLICT OF INTEREST POLICY WAS IMPLEMENTED IN NOVEMBER 2017 AND INCLUDED IN THE EMPLOYEE HANDBOOK, WHICH IS REVIEWED ON A REGULAR BASIS. A BOARD CONFLICT OF INTEREST POLICY WAS IMPLEMENTED ON SEPTEMBER 24, 2018. BOARD MEMBERS ARE ENCOURAGED TO DISCLOSE THROUGHOUT THE YEAR AND A SPECIFIC REQUEST IS SENT OUT ANNUALLY MOST RECENTLY IN MAY 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROPOSED COMPENSATION FOR EACH CANDIDATE IS DETERMINED BASED ON COMPENSATION COMPARABLE, INTERNAL BENCHMARKS, AND INDIVIDUAL EXPERIENCE. COMPENSATION COMPARABLES ARE DETERMINED THROUGH PEER COMPENSATION STUDIES AND OTHER PUBLICLY AVAILABLE DATA. COMPENSATION IS REVIEWED AND APPROVED BY SENIOR LEADERSHIP OF THE ORGANIZATION (WITHOUT EXTERNAL INDEPENDENT REVIEW).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYROLL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,759. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,759. CONSULTANTS: PROGRAM SERVICE EXPENSES 186,481. MANAGEMENT AND GENERAL EXPENSES 44,800. FUNDRAISING EXPENSES 7,960. TOTAL EXPENSES 239,241. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION PREPARES ITS BUDGET ON A WITHOUT DONOR RESTRICTION BASIS. THE ORGANIZATION RECOGNIZED A $150,000 GIFT IN FY23, WHERE $75,000 OF CASH WAS RECEIVED IN FY23 AND THE REMAINING $75,000 WAS RECEIVED IN FY24 AND WAS INCLUDED IN NET ASSETS WITH DONOR RESTRICTIONS AT THE END OF FY23. THE $75,000 WAS RELEASED FROM RESTRICTIONS IN FY24 AND THE ORGANIZATION HAD JUST ABOVE A BREAKEVEN YEAR IN ITS WITHOUT DONOR RESTRICTIONS ACTIVITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01028866
IRS990/TotalAssetsEOYAmt01012018
IRS990/TotalAssetsGrp/BOYAmt01028866
IRS990/TotalAssetsGrp/EOYAmt01012018
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0681421
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt072915
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0287269
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01396345
IRS990/TotalFunctionalExpensesGrp/TotalAmt01756529
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0202688
IRS990/TotalLiabilitiesEOYAmt0262643
IRS990/TotalLiabilitiesGrp/BOYAmt0202688
IRS990/TotalLiabilitiesGrp/EOYAmt0262643
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0826178
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0749375
IRS990/TotalOtherCompensationAmt061867
IRS990/TotalProgramServiceExpensesAmt01396345
IRS990/TotalProgramServiceRevenueAmt0976185
IRS990/TotalReportableCompFromOrgAmt0584026
IRS990/TotalRevenueGrp/ExclusionAmt023929
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0976185
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01681535
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01028866
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01012018
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02703
IRS990/TravelGrp/ProgramServicesAmt036251
IRS990/TravelGrp/TotalAmt038954
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0201 SPEAR STREET 1100
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094105
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0MINDSHAREPARTNERS.ORG
IRS990/WhistleblowerPolicyInd01
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