Civic Intelligence

Ubi Charitable Inc.

990 • Fiscal year 2023 • EIN 84-4621271

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

100th percentile

9.19x

Higher debt load relative to assets than 100% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

93rd percentile

2.30x

Higher debt load relative to revenue than 93% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

1st percentile

-374%

Higher net margin than 1% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

1st percentile

-85%

Faster asset growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

859%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets100th percentile

Assets

Flat

$250,229

Flat from 2023

Net Assets

Flat

-$2,048,198

Flat from 2023

Liabilities

Flat

$2,298,427

Flat from 2023

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin1st percentile

Revenue

Flat

$1,000,035

Flat from 2023

Expenses

Flat

$4,737,891

Flat from 2023

Net Income

Flat

-$3,737,856

Flat from 2023

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 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

2023

Assets$250,229
Liabilities$2,298,427
Net Assets-$2,048,198
Open 2023 Filing

Operations Trend

Revenue Growth99th 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 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

2023

Revenue$1,000,035
Expenses$4,737,891
Net Income-$3,737,856
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$1,000,035
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$0▼ $1,682,646
Cash and Non-Interest-Bearing Accounts$5,389$244,875▲ $239,486
Prepaid Expenses and Deferred Charges$5,223$5,354▲ $131
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$1,693,258$250,229▼ $1,443,029
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable-$2,298,427-
Accounts Payable and Accrued Expenses$3,600--
Total Liabilities$3,600$2,298,427▲ $2,294,827
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,689,658$-2,048,198▼ $3,737,856
Total Net Assets Fund Balance$1,689,658$-2,048,198▼ $3,737,856
Total Liabilities and Net Assets / Fund Balance$1,693,258$250,229▼ $1,443,029
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
$1,000,000
Program Service Revenue
$0
Investment Income
$35
Other Revenue
$0
All Other Contributions
$1,000,000
Change in Net Assets
$-3,737,856
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,660,500
Other Expenses$77,391
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,660,500--$4,660,500
Interest$48,427--$48,427
Fees for Services Accounting-$21,388-$21,388
Fees for Services Legal-$3,691-$3,691
Insurance-$3,163-$3,163
Information Technology-$722-$722
Total Functional Expenses$4,708,927$28,964$0$4,737,891
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CitySquareDallas, TX-Program Support$2,396,900
Heartland AllianceChicago, IL-Program Support$2,263,600
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
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

“No other documents available to the public, except as may be required by applicable law.”

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
2024-11-15
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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The 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/ExplanationTxt4No other documents available to the public, except as may be required by applicable law.
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/TotalFunctionalExpensesGrp/TotalAmt04737891
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03600
IRS990/TotalLiabilitiesEOYAmt02298427
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IRS990/TotalLiabilitiesGrp/EOYAmt02298427
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0250229
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IRS990/USAddress/CityNm0San Francisco
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IRS990/USAddress/ZIPCd094110
IRS990/VotingMembersGoverningBodyCnt03
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Chris Clark
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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
ReturnHeader/Filer/USAddress/ZIPCd094110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-11-15T18:02:54-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$250,229
Liabilities
$2,298,427
Net assets
-$2,048,198
Revenue
$1,000,035
Expenses
$4,737,891
Net income
-$3,737,856
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
2023Detailed filing. Detailed filing data is available for this year.$0.25$2.30$2.05$1.00$4.74$3.74
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
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