Civic Intelligence

Commonwise Inc

990 • Fiscal year 2022 • EIN 83-1304692

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

Organization Profilecommonwise.org
38 Keyes Ave Suite 200San Francisco, CA 94129

(415) 851-1780

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

78th percentile

0.06x

Higher debt load relative to revenue than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

44th percentile

-1.5%

Faster asset growth than 44% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-70%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$377,062

Down $5,597 (-1.5%) from 2021

Net Assets

Up

$373,897

Up $83 (+0.0%) from 2021

Liabilities

Down

$3,165

Down $5,680 (-64%) from 2021

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin19th percentile

Revenue

Down

$54,000

Down $126,000 (-70%) from 2021

Expenses

Down

$64,829

Down $46,784 (-42%) from 2021

Net Income

Down

-$10,829

Down $79,216 (-116%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$400K$300K$200K$100K$0Assets 2019: $67,706Liabilities 2019: $7,853Net Assets 2019: $59,8532019Assets 2020: $310,080Liabilities 2020: $4,653Net Assets 2020: $305,4272020Assets 2021: $382,659Liabilities 2021: $8,845Net Assets 2021: $373,8142021Assets 2022: $377,062Liabilities 2022: $3,165Net Assets 2022: $373,8972022Assets 2023: $253,879Liabilities 2023: $4,469Net Assets 2023: $249,4102023Assets 2024: $131,028Liabilities 2024: $0Net Assets 2024: $131,0282024

Highlighted filing

2022

Assets$377,062
Liabilities$3,165
Net Assets$373,897
Open 2022 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.0M$500K$0-$500KRevenue 2019: $700,000Expenses 2019: $640,147Net Income 2019: $59,8532019Revenue 2020: $487,897Expenses 2020: $242,323Net Income 2020: $245,5742020Revenue 2021: $180,000Expenses 2021: $111,613Net Income 2021: $68,3872021Revenue 2022: $54,000Expenses 2022: $64,829Net Income 2022: -$10,8292022Revenue 2023: $40,000Expenses 2023: $159,497Net Income 2023: -$119,4972023Revenue 2024: $16,000Expenses 2024: $134,382Net Income 2024: -$118,3822024

Highlighted filing

2022

Revenue$54,000
Expenses$64,829
Net Income-$10,829
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$54,000
Mission and Program Overview

Mission

To combat environmental deterioration and to promote education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Intangible Assets$340,172$358,088▲ $17,916
Cash and Non-Interest-Bearing Accounts$42,049$17,471▼ $24,578
Prepaid Expenses and Deferred Charges$438$1,503▲ $1,065
Total Assets$382,659$377,062▼ $5,597
Liabilities
Accounts Payable and Accrued Expenses$8,193$3,165▼ $5,028
Other Liabilities$652$0▼ $652
Total Liabilities$8,845$3,165▼ $5,680
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$373,814$373,897▲ $83
Total Net Assets Fund Balance$373,814$373,897▲ $83
Total Liabilities and Net Assets / Fund Balance$382,659$377,062▼ $5,597
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Erik SwanPresident
Liana F RisDirector
Julie SwanSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$54,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$54,000
Change in Net Assets
$-10,829
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$64,829
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$26,485--$26,485
Information Technology$21,294--$21,294
Insurance$1,467$4,699-$6,166
Fees for Services Accounting-$4,000-$4,000
Office Expenses$3,737--$3,737
Fees for Services Management-$2,500-$2,500
Fees for Services Legal$617--$617
Other Expenses-$30-$30
Total Functional Expenses$53,600$11,229$0$64,829
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
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 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
No
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, Section A, line 2

“Erik Swan and Julie Swan are both directors and officers of the organization and are a married couple.”

Form 990, Part VI, Section B, line 11B

“The Form 990 is prepared by an outside CPA, it is reviewed by the internal Accounting Manager, reviewed by outside legal counsel and then reviewed again by the Board of Directors.”

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

“All directors, principal officers,and key employees are required to complete a conflict of interest policy acknowledgement and disclosure statement form annually.”

Form 990, Part VI, Section B, line 15

“When hiring a director or officer, the organization obtains comparability data from a third-party consultant. For all other employees, the compensation review includes a review and documentation of compensation paid by similarly situated organizations for similar positions to determine reasonable compensation. When the compensation involves a director, the disinterested directors review and approve the compensation.”

Form 990, Part VI, Section C, line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Commonwise Inc
EIN
83-1304692
Phone
4158511780
Address
38 Keyes Ave Suite 200, San Francisco, CA 94129

Signing Officer

Name
Julie Swan
Title
Secretary and Treasurer
Phone
4158511780
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Swan
Formed
2018
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Tandem Llp
Address
446 Old County Road Suite 100-140, Pacifica, CA 94044
Preparer
Lynn Henley
Phone
6503509805
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Consulting (Contractors): Program service expenses 26,485. Management and general expenses 0. Fundraising expenses 0. Total expenses 26,485.”

Form 990, Part XI, line 9:

“Prior Period Adjustment- To Capitalize Legal Expenses 10,912.”

Raw XML Appendix357 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Erik Swan and Julie Swan are both directors and officers of the organization and are a married couple.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is prepared by an outside CPA, it is reviewed by the internal Accounting Manager, reviewed by outside legal counsel and then reviewed again by the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All directors, principal officers,and key employees are required to complete a conflict of interest policy acknowledgement and disclosure statement form annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3When hiring a director or officer, the organization obtains comparability data from a third-party consultant. For all other employees, the compensation review includes a review and documentation of compensation paid by similarly situated organizations for similar positions to determine reasonable compensation. When the compensation involves a director, the disinterested directors review and approve the compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Consulting (Contractors): Program service expenses 26,485. Management and general expenses 0. Fundraising expenses 0. Total expenses 26,485.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Prior Period Adjustment- To Capitalize Legal Expenses 10,912.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XI, line 9:
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IRS990/TotalLiabilitiesEOYAmt03165
IRS990/TotalLiabilitiesGrp/BOYAmt08845
IRS990/TotalLiabilitiesGrp/EOYAmt03165
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0373814
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0373897
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt053600
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt054000
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0382659
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0377062
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt038 Keyes Ave Suite 200
IRS990/USAddress/CityNm0San Francisco
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094129
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0https://commonwise.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Swan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary and Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04158511780
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Commonwise Inc
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0831304692
ReturnHeader/Filer/PhoneNum04158511780
ReturnHeader/Filer/USAddress/AddressLine1Txt038 Keyes Ave Suite 200
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094129
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475525639
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TANDEM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0446 Old County Road Suite 100-140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pacifica
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094044
ReturnHeader/PreparerPersonGrp/PhoneNum06503509805
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynn Henley
ReturnHeader/ReturnTs02022-11-15T19:05:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Julie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Swan
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$377,062
Liabilities
$3,165
Net assets
$373,897
Revenue
$54,000
Expenses
$64,829
Net income
-$10,829
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.16$1.34$1.18
2023Detailed filing. Detailed filing data is available for this year.$2.54$0.04$2.49$0.40$1.59$1.19
2022Detailed filing. Detailed filing data is available for this year.$3.77$0.03$3.74$0.54$0.65$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.83$0.09$3.74$1.80$1.12$0.68
2020Detailed filing. Detailed filing data is available for this year.$3.10$0.05$3.05$4.88$2.42$2.46
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.08$0.60$7.00$6.40$0.60