Civic Intelligence

Ubi Charitable Inc.

990 • Fiscal year 2021 • EIN 84-4621271

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileN/A
469 9th St 2nd FlOakland, CA 94607

(415) 421-7555

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

5th percentile

0.00x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

2nd percentile

-148%

Higher net margin than 2% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

2nd percentile

-35%

Faster asset growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-80%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$14,817,690

Down $7,883,899 (-35%) from 2020

Net Assets

Down

$14,817,690

Down $7,883,899 (-35%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin2nd percentile

Revenue

Down

$5,325,126

Down $20,702,316 (-80%) from 2020

Expenses

Up

$13,209,025

Up $9,883,172 (+297%) from 2020

Net Income

Down

-$7,883,899

Down $30,585,488 (-135%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$30M$20M$10M$0-$10MAssets 2020: $22,701,589Liabilities 2020: $0Net Assets 2020: $22,701,5892020Assets 2021: $14,817,690Liabilities 2021: $0Net Assets 2021: $14,817,6902021Assets 2022: $1,693,258Liabilities 2022: $3,600Net Assets 2022: $1,689,6582022Assets 2023: $250,229Liabilities 2023: $2,298,427Net Assets 2023: -$2,048,1982023Assets 2024: $1,822,679Liabilities 2024: $2,386,419Net Assets 2024: -$563,7402024

Highlighted filing

2021

Assets$14,817,690
Liabilities$0
Net Assets$14,817,690
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

$30M$20M$10M$0-$10M-$20MRevenue 2020: $26,027,442Expenses 2020: $3,325,853Net Income 2020: $22,701,5892020Revenue 2021: $5,325,126Expenses 2021: $13,209,025Net Income 2021: -$7,883,8992021Revenue 2022: $104,327Expenses 2022: $13,232,359Net Income 2022: -$13,128,0322022Revenue 2023: $1,000,035Expenses 2023: $4,737,891Net Income 2023: -$3,737,8562023Revenue 2024: $1,611,269Expenses 2024: $106,467Net Income 2024: $1,504,8022024

Highlighted filing

2021

Revenue$5,325,126
Expenses$13,209,025
Net Income-$7,883,899
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.1
Gross Receipts
$5,325,126
Mission and Program Overview

Mission

UBI Charitable supports initiatives aimed at offsetting the societal impacts of technological advances in various fields, and distributing the benefits of such technology more equitably.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$22,698,646$14,812,467▼ $7,886,179
Prepaid Expenses and Deferred Charges$2,943$5,223▲ $2,280
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$22,701,589$14,817,690▼ $7,883,899
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,701,589$14,817,690▼ $7,883,899
Total Net Assets Fund Balance$22,701,589$14,817,690▼ $7,883,899
Total Liabilities and Net Assets / Fund Balance$22,701,589$14,817,690▼ $7,883,899
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Chris ClarkPresident/Treas
Alex NawarDirector
Jacob TrefethenSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,315,000
Program Service Revenue
$0
Investment Income
$10,126
Other Revenue
$0
All Other Contributions
$5,315,000
Change in Net Assets
$-7,883,899

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,325,126
Total Revenue per Audited Statements
$5,325,126
Total Revenue per Form 990
$5,325,126
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,200,000
Other Expenses$9,025
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,200,000--$13,200,000
Fees for Services Accounting-$5,788-$5,788
Insurance-$2,210-$2,210
Information Technology$721--$721
Fees for Services Legal-$281-$281
Other Expenses-$25-$25
Total Functional Expenses$13,200,721$8,304$0$13,209,025

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,209,025
Total Expenses per Audited Statements$13,209,025
Total Expenses per Form 990$13,209,025
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CitySquareDallas, TX501(c)(3)Program Support$6,613,200
Heartland AllianceChicago, IL501(c)(3)Program Support$6,586,800
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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, Line 11B: Form 990 Review Process

“The 990 will be reviewed by the President/Treasurer with the preparer and will present the 990 to the Board for approval.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Board meets and monitors any possible conflicts of interest on an annual basis.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Determined by a committee using comparability data.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Determined by a committee using comparability data.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
UBI Charitable Inc
EIN
84-4621271
Phone
4154217555
Address
469 9th St 2nd Fl, Oakland, CA 94607

Signing Officer

Name
Chris Clark
Title
President/Treas
Signed
2022-11-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Chris Clark
Formed
2020
Legal Domicile
De
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Antonio Tellez Jr
Phone
4159830200
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization has been granted tax-exempt status under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code, and contributions to it are tax deductible. Accordingly,no provision for income taxes is included in the financial statements. The Organization has been classified as a publicly supported organization, which is not a private foundation.”

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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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IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 will be reviewed by the President/Treasurer with the preparer and will present the 990 to the Board for approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board meets and monitors any possible conflicts of interest on an annual basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Determined by a committee using comparability data.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Determined by a committee using comparability data.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1DE
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt022701589
IRS990/TotalAssetsEOYAmt014817690
IRS990/TotalAssetsGrp/BOYAmt022701589
IRS990/TotalAssetsGrp/EOYAmt014817690
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IRS990/TotalContributionsAmt05315000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08304
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt013200721
IRS990/TotalFunctionalExpensesGrp/TotalAmt013209025
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt022701589
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014817690
IRS990/TotalProgramServiceExpensesAmt013200721
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010126
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05325126
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt022701589
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014817690
IRS990/TravelGrp/TotalAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0469 9th St 2nd Fl
IRS990/USAddress/CityNm0Oakland
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094607
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
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/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Chris Clark
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UBI Charitable Inc
ReturnHeader/Filer/BusinessNameControlTxt0UBIC
ReturnHeader/Filer/EIN0844621271
ReturnHeader/Filer/PhoneNum04154217555
ReturnHeader/Filer/USAddress/AddressLine1Txt0469 9th St 2nd Fl
ReturnHeader/Filer/USAddress/CityNm0Oakland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094607
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371420474
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fontanello Duffield & Otake LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt044 Montgomery Street Suite 1305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159830200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Antonio Tellez Jr
ReturnHeader/ReturnTs02022-11-15T13:18:28-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Chris
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Clark
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,817,690
Liabilities
$0
Net assets
$14,817,690
Revenue
$5,325,126
Expenses
$13,209,025
Net income
-$7,883,899
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.82$2.39$0.56$1.61$0.11$1.50
2023Summary only. Only limited summary data is available for this year.$0.25$2.30$2.05$1.00$4.74$3.74
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.00$1.69$0.10$13.2$13.1
2021Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$5.33$13.2$7.88
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$0.00$22.7$26.0$3.33$22.7