Civic Intelligence

Ubi Charitable Inc.

990 • Fiscal year 2022 • EIN 84-4621271

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization ProfileN/A
1960 Bryant StSan Francisco, CA 94110

(415) 421-7555

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

37th percentile

0.03x

Higher debt load relative to revenue than 37% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

1st percentile

-12584%

Higher net margin than 1% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

1st percentile

-89%

Faster asset growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$1,693,258

Down $13,124,432 (-89%) from 2021

Net Assets

Down

$1,689,658

Down $13,128,032 (-89%) from 2021

Liabilities

Up

$3,600

Up $3,600 from 2021

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin1st percentile

Revenue

Down

$104,327

Down $5,220,799 (-98%) from 2021

Expenses

Up

$13,232,359

Up $23,334 (+0.2%) from 2021

Net Income

Down

-$13,128,032

Down $5,244,133 (-67%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2022

Assets$1,693,258
Liabilities$3,600
Net Assets$1,689,658
Open 2022 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

2022

Revenue$104,327
Expenses$13,232,359
Net Income-$13,128,032
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$104,327
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
Savings and Temporary Cash Investments-$1,682,646-
Cash and Non-Interest-Bearing Accounts$14,812,467$5,389▼ $14,807,078
Prepaid Expenses and Deferred Charges$5,223$5,223→ $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$14,817,690$1,693,258▼ $13,124,432
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$3,600-
Total Liabilities$0$3,600▲ $3,600
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,817,690$1,689,658▼ $13,128,032
Total Net Assets Fund Balance$14,817,690$1,689,658▼ $13,128,032
Total Liabilities and Net Assets / Fund Balance$14,817,690$1,693,258▼ $13,124,432
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$100,000
Program Service Revenue
$0
Investment Income
$4,327
Other Revenue
$0
All Other Contributions
$100,000
Change in Net Assets
$-13,128,032
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,200,000
Other Expenses$32,359
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-$24,741-$24,741
Insurance-$3,090-$3,090
Information Technology-$720-$720
Fees for Services Legal-$183-$183
Other Expenses-$25-$25
Total Functional Expenses$13,200,000$32,359$0$13,232,359
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, Section B, Line 11B

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

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

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

Form 990, Part VI, Section B, Line 15A

“Determined by a committee using comparability data.”

Form 990, Part VI, Section B, Line 15B

“Determined by a committee using comparability data.”

Form 990, Part VI, Section C, Line 19

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
UBI Charitable Inc
EIN
84-4621271
Phone
4154217555
Address
1960 Bryant St, San Francisco, CA 94110

Signing Officer

Name
Chris Clark
Title
President/Treas
Signed
2023-11-15
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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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, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
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IRS990/TotalProgramServiceExpensesAmt013200000
IRS990/TotalProgramServiceRevenueAmt00
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IRS990/USAddress/AddressLine1Txt01960 Bryant St
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IRS990/USAddress/ZIPCd094110
IRS990/VotingMembersGoverningBodyCnt03
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Chris Clark
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UBI Charitable Inc
ReturnHeader/Filer/BusinessNameControlTxt0UBIC
ReturnHeader/Filer/EIN0844621271
ReturnHeader/Filer/PhoneNum04154217555
ReturnHeader/Filer/USAddress/AddressLine1Txt01960 Bryant St
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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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/ReturnTs02023-11-15T19:37:14-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Chris
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Clark
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,693,258
Liabilities
$3,600
Net assets
$1,689,658
Revenue
$104,327
Expenses
$13,232,359
Net income
-$13,128,032
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
2022Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.10$13.2$13.1
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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