Civic Intelligence

Cobiz Richmond Inc.

990 • Fiscal year 2022 • EIN 84-2956832

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 28, 2023

Organization ProfileWWW.COBIZRICHMOND.COM
1503 Macdonald Ave Ste Ste ARichmond, CA 94801

(510) 309-7107

Siviq Scores

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

Liabilities / Assets

95th percentile

1.11x

Higher debt load relative to assets than 95% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

79th percentile

0.27x

Higher debt load relative to revenue than 79% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

2nd percentile

-69%

Faster asset growth than 2% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

15th percentile

-28%

Faster revenue growth than 15% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$136,740

Down $301,045 (-69%) from 2021

Net Assets

Down

-$14,599

Down $312,665 (-105%) from 2021

Liabilities

Up

$151,339

Up $11,620 (+8.3%) from 2021

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin22nd percentile

Revenue

Down

$563,616

Down $223,904 (-28%) from 2021

Expenses

Down

$622,803

Down $132,722 (-18%) from 2021

Net Income

Down

-$59,187

Down $91,182 (-285%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$1.0M$500K$0-$500KAssets 2019: $55,210Net Assets 2019: $55,2102019Assets 2020: $774,544Liabilities 2020: $508,268Net Assets 2020: $266,2762020Assets 2021: $437,785Liabilities 2021: $139,719Net Assets 2021: $298,0662021Assets 2022: $136,740Liabilities 2022: $151,339Net Assets 2022: -$14,5992022Assets 2023: $143,496Liabilities 2023: $170,053Net Assets 2023: -$26,5572023Assets 2024: $180,718Liabilities 2024: $169,693Net Assets 2024: $11,0252024

Highlighted filing

2022

Assets$136,740
Liabilities$151,339
Net Assets-$14,599
Open 2022 Filing

Operations Trend

Revenue Growth15th percentile

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

$1.0M$500K$0-$500KRevenue 2019: $109,061Expenses 2019: $53,851Net Income 2019: $55,2102019Revenue 2020: $696,966Expenses 2020: $494,167Net Income 2020: $202,7992020Revenue 2021: $787,520Expenses 2021: $755,525Net Income 2021: $31,9952021Revenue 2022: $563,616Expenses 2022: $622,803Net Income 2022: -$59,1872022Revenue 2023: $610,382Expenses 2023: $622,340Net Income 2023: -$11,9582023Revenue 2024: $928,989Expenses 2024: $891,407Net Income 2024: $37,5822024

Highlighted filing

2022

Revenue$563,616
Expenses$622,803
Net Income-$59,187
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 28, 2023
Return Version
2022v5.0
Gross Receipts
$563,616
Mission and Program Overview

Mission

To create an entrepreneurial hub to foster a culture of innovation, collaboration, and entrepreneurship between individuals and tri-sector stakeholders with the intent to drive sustainable economic development and revitalization of downtown and greater richmond, california

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$272,116$79,238▼ $192,878
Accounts Receivable$43,391$56,925▲ $13,534
Rtn Earn Endowment Incm Other Fnds$44,588$-14,599▼ $59,187
Total Assets$315,507$136,740▼ $178,767
Other Assets Total-$577-
Liabilities
Unsecured Notes Loans Payable$134,100$134,100→ $0
Other Liabilities$119,580--
Deferred Revenue$17,239$17,239→ $0
Total Liabilities$270,919$151,339▼ $119,580
Net Assets / Fund Balance
Total Net Assets Fund Balance$44,588$-14,599▼ $59,187
Total Liabilities and Net Assets / Fund Balance$315,507$136,740▼ $178,767

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$577--
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Bret SweetVice President
James LeeDirector
Wesley AlexanderCEO
Lily RahnemaSecretary
Michael MartinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$279,027
Program Service Revenue
$277,733
Investment Income
$0
Other Revenue
$6,856
All Other Contributions
$279,027
Change in Net Assets
$-59,187
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$386,061
Salaries, Compensation, and Employee Benefits$236,742
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$166,083$41,521-$207,604
Current Officers, Directors, Trustees, and Key Employees$96,000$24,000-$120,000
Other Salaries and Wages$93,394$23,348-$116,742
Other Expenses$20,534$5,134-$25,668
Information Technology$16,980$4,245-$21,225
Advertising$12,256$3,064-$15,320
Fees for Services Legal$8,360$2,090-$10,450
All Other Expenses$8,286$2,072-$10,358
Insurance$5,501$1,375-$6,876
Fees for Services Other$3,767$942-$4,709
Office Expenses$2,882$720-$3,602
Total Functional Expenses$498,243$124,560$0$622,803
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
No
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 governing body review Part VI line 11

“A copy of the form 990 was provided to the officers and directors for review and comment prior to filing.”

Conflict of interest policy compliance Part VI line 12C

“Upon engagement, election, or hiring, directors, officers, and key employees agree to comply with the conflict of interest policy and to disclose any conflicts of interest, which are then handled in accordance with the conflict of interest policy.”

Governing documents etc available to public Part VI line 19

“Other organizational documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Cobiz Richmond Inc
EIN
84-2956832
Address
1503 MACDONALD AVE STE STE A, RICHMOND, CA 94801

Signing Officer

Name
Wesley Alexander
Title
Officer
Phone
5103097107
Signed
2023-07-28
Discuss with paid preparer
No

Organization Details

Formed
2019
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
2

Preparer

Firm
Terence J Romney CPA PLLC
Address
6464 Savoy Dr Suite 470, Houston, TX 77036
Preparer
Terence Romney
Phone
7132780023
Supplemental Narrative

Additional Explanations

Amended return information

“Original return income was overstated which caused the rest of the financial information overstated”

Other or change in accounting method Part XII line 1

“2019 form 990ez indicated cash accounting method by mistake and should have indicated accrual. No material impact to revenue and expenses.”

Raw XML Appendix382 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/ExplanationTxt1A COPY OF THE FORM 990 WAS PROVIDED TO THE OFFICERS AND DIRECTORS FOR REVIEW AND COMMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON ENGAGEMENT, ELECTION, OR HIRING, DIRECTORS, OFFICERS, AND KEY EMPLOYEES AGREE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY AND TO DISCLOSE ANY CONFLICTS OF INTEREST, WHICH ARE THEN HANDLED IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER ORGANIZATIONAL DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42019 FORM 990EZ INDICATED CASH ACCOUNTING METHOD BY MISTAKE AND SHOULD HAVE INDICATED ACCRUAL. NO MATERIAL IMPACT TO REVENUE AND EXPENSES.
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$136,740
Liabilities
$151,339
Net assets
-$14,599
Revenue
$563,616
Expenses
$622,803
Net income
-$59,187
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$1.70$0.11$9.29$8.91$0.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$1.70$0.27$6.10$6.22$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.37$1.51$0.15$5.64$6.23$0.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$1.40$2.98$7.88$7.56$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.75$5.08$2.66$6.97$4.94$2.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.55$1.09$0.54$0.55