Civic Intelligence

Cobiz Richmond Inc.

990 • Fiscal year 2024 • EIN 84-2956832

Jan 01, 2024 to Dec 31, 2024 • Filed on May 15, 2025

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

94th percentile

0.94x

Higher debt load relative to assets than 94% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.18x

Higher debt load relative to revenue than 77% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

49th percentile

4.0%

Higher net margin than 49% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

79th percentile

26%

Faster asset growth than 79% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

52%

Faster revenue growth than 82% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$180,718

Up $37,222 (+26%) from 2023

Net Assets

Up

$11,025

Up $37,582 (+142%) from 2023

Liabilities

Down

$169,693

Down $360 (-0.2%) from 2023

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin49th percentile

Revenue

Up

$928,989

Up $318,607 (+52%) from 2023

Expenses

Up

$891,407

Up $269,067 (+43%) from 2023

Net Income

Up

$37,582

Up $49,540 (+414%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2024

Assets$180,718
Liabilities$169,693
Net Assets$11,025
Open 2024 Filing

Operations Trend

Revenue Growth82nd 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

2024

Revenue$928,989
Expenses$891,407
Net Income$37,582
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$928,989
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
Accounts Receivable$79,434$101,529▲ $22,095
Cash and Non-Interest-Bearing Accounts$60,928$75,439▲ $14,511
Rtn Earn Endowment Incm Other Fnds$-26,557$11,025▲ $37,582
Total Assets$143,496$180,718▲ $37,222
Other Assets Total$3,134$3,750▲ $616
Liabilities
Unsecured Notes Loans Payable$132,952$132,550▼ $402
Grants Payable$37,092$37,134▲ $42
Accounts Payable and Accrued Expenses$9$9→ $0
Total Liabilities$170,053$169,693▼ $360
Net Assets / Fund Balance
Total Net Assets Fund Balance$-26,557$11,025▲ $37,582
Total Liabilities and Net Assets / Fund Balance$143,496$180,718▲ $37,222
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Bret SweetChairman
Chris HortonBoard of Director
Emmanual HyppoliteBoard of Director
Myisha RobertsonBoard of Director
Phaethon BrownBoard of Director
Wesley AlexanderCEO
Michael MartinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$483,957
Program Service Revenue
$430,409
Investment Income
$0
Other Revenue
$14,623
All Other Contributions
$483,957
Change in Net Assets
$37,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$745,813
Salaries, Compensation, and Employee Benefits$145,594
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$232,178$58,045-$290,223
Occupancy$196,939$49,235-$246,174
Current Officers, Directors, Trustees, and Key Employees$105,840$26,460-$132,300
Fees for Services Accounting$18,162$4,540-$22,702
Other Expenses$15,483$3,871-$19,354
Fees for Services Other$10,998$2,749-$13,747
Payroll Taxes$8,018$2,005-$10,023
All Other Expenses$7,913$1,978-$9,891
Interest$5,510$1,378-$6,888
Insurance$3,326$831-$4,157
Advertising$3,280$820-$4,100
Office Expenses$3,260$815-$4,075
Other Employee Benefits$2,617$654-$3,271
Information Technology$2,385$596-$2,981
Travel$3$1-$4
Total Functional Expenses$713,125$178,282$0$891,407
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
In Care Of
% WESLEY ALEXANDER
Phone
5103097107
Address
1503 MACDONALD AVE STE STE A, RICHMOND, CA 94801

Signing Officer

Name
Wesley Alexander
Title
Officer
Phone
5103097107
Signed
2025-05-15
Discuss with paid preparer
No

Organization Details

Formed
2019
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
1

Preparer

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

Additional Explanations

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.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON 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/ExplanationTxt2OTHER ORGANIZATIONAL DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
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ReturnHeader/Filer/EIN0842956832

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$180,718
Liabilities
$169,693
Net assets
$11,025
Revenue
$928,989
Expenses
$891,407
Net income
$37,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$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
Peer Organizations

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