Civic Intelligence

California Tax and Budget Research Project

EIN 83-0567645 • 501(c)4 • San Rafael, CA

Profile

To combat community deterioration, defend human and civil rights secured by law, and promote the common good and social welfare of the people by educating the public and advocating on sensible tax policies which promote economic development and job growth.

2350 Kerner Blvd 250San Rafael, CA 94901
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

17th percentile

-45%

Faster asset growth than 17% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$82,283

Down $67,600 (-45%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2022

Expenses

Up

$67,600

Up $60,983 (+922%) from 2022

Net Income

Down

-$67,600

Down $60,983 (-922%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$200K$150K$100K$50K$0Assets 2018: $87,299Net Assets 2018: $87,2992018Assets 2019: $79,839Net Assets 2019: $79,8392019Assets 2020: $163,138Liabilities 2020: $0Net Assets 2020: $163,1382020Assets 2021: $156,500Net Assets 2021: $156,5002021Assets 2022: $149,883Net Assets 2022: $149,8832022Assets 2023: $82,283Liabilities 2023: $02023

Highlighted filing

2023

Assets$82,283
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KRevenue 2018: $125,000Expenses 2018: $37,701Net Income 2018: $87,2992018Revenue 2019: $175,000Expenses 2019: $182,460Net Income 2019: -$7,4602019Revenue 2020: $315,000Expenses 2020: $231,701Net Income 2020: $83,2992020Revenue 2021: $185,000Expenses 2021: $191,638Net Income 2021: -$6,6382021Revenue 2022: $0Expenses 2022: $6,617Net Income 2022: -$6,6172022Revenue 2023: $0Expenses 2023: $67,600Net Income 2023: -$67,6002023

Highlighted filing

2023

Revenue$0
Expenses$67,600
Net Income-$67,600
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$82,283
Liabilities
$0
Net assets
-
Revenue
$0
Expenses
$67,600
Net income
-$67,600
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.82$0.00$0.00$0.68$0.68
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$1.50$0.00$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.57$1.57$1.85$1.92$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$3.15$2.32$0.83
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.80$1.75$1.82$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.87$1.25$0.38$0.87
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 3, 2022
Return Version
2021v4.0
Gross Receipts
$185,000
Mission and Program Overview

Mission

To combat community deterioration, defend human and civil rights secured by law, and promote the common good and social welfare of the people by educating the public and advocating on sensible tax policies which promote economic development and job growth.

Program Services

DescriptionGrantsExpenses
Worked to combat community deterioration, defend human and civil rights secured by law, and promote the common good and social welfare of the people by educating the public and advocating on sensible tax policies which promote economic development and job growth.$159,960-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dean AndalPresident & Director-$0--
Steven S LucasSecretary & CFO-$0--
Political and Lobbying Activity
In-house lobbying only
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
See Part VBusinessLegal ServicesNo$45,000
Filing and Contact Details

Filer

Filer Name
California Tax and Budget Research
EIN
83-0567645
Phone
4153896800
Address
2350 Kerner Blvd 250, San Rafael, CA 94901

Signing Officer

Name
Steven S Lucas
Title
Secretary & CFO
Signed
2022-03-03
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $24138”

Other Expenses.1

“Consulting $122500”

Raw XML Appendix113 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Steven S Lucas
IRS990EZ/BooksInCareOfDetail/PhoneNum04153896800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02350 Kerner Blvd Suite 250
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Rafael
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0163138
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0156500
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Spectrum Campaigns LLC
IRS990EZ/CompensationOfHghstPdCntrctGrp/CompensationAmt0146638
IRS990EZ/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Consulting/Advertising
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01201 K Street Suite 950
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Sacramento
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd095814
IRS990EZ/ContributionsGiftsGrantsEtcAmt0185000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6638
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt045000
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0163138
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0156500
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0185000
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0163138
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0156500
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0163138
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0156500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dean Andal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Steven S Lucas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & Dir
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary & CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0146638
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To combat community deterioration, defend human and civil rights secured by law, and promote the common good and social welfare of the people by educating the public and advocating on sensible tax policies which promote economic development and job growth.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Worked to combat community deterioration, defend human and civil rights secured by law, and promote the common good and social welfare of the people by educating the public and advocating on sensible tax policies which promote economic development and job growth.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0159960
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0191638
IRS990EZ/TotalProgramServiceExpensesAmt0159960
IRS990EZ/TotalRevenueAmt0185000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0See Part V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Business
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt045000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Legal Services
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0Steven S. Lucas, Secretary and CFO, is a partner with the law firm that provides legal and administrative services to the Corporation and bills the Corporation on an hourly basis.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $24138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Consulting $122500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven S Lucas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary & CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0California Tax and Budget Research
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Project
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0830567645
ReturnHeader/Filer/PhoneNum04153896800
ReturnHeader/Filer/USAddress/AddressLine1Txt02350 Kerner Blvd 250
ReturnHeader/Filer/USAddress/CityNm0San Rafael
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094901
ReturnHeader/ReturnTs02022-03-03T08:53:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Steven S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lucas
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits