Civic Intelligence

The Social Equity Initiative

EIN 85-2646109 • 501(c)3 • San Jose, CA

Profile

To rectify the systemic degradation of Black communities by increasing access to education, healthcare, technology, and financial literacy

111 N Market Street 300San Jose, CA 95113

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

36th percentile

-5.3%

Higher net margin than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

25th percentile

-30%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

412%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$2,745

Down $1,156 (-30%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$2,745

Down $1,156 (-30%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin36th percentile

Revenue

Up

$21,839

Up $17,577 (+412%) from 2021

Expenses

Up

$22,995

Up $22,634 (+6270%) from 2021

Net Income

Down

-$1,156

Down $5,057 (-130%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0K$3.0K$2.0K$1.0K$0Assets 2020: $0Net Assets 2020: $02020Assets 2021: $3,901Net Assets 2021: $3,9012021Assets 2022: $2,745Net Assets 2022: $2,7452022

Highlighted filing

2022

Assets$2,745
Liabilities-
Net Assets$2,745
Open 2022 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2020: $0Expenses 2020: $3,615Net Income 2020: -$3,6152020Revenue 2021: $4,262Expenses 2021: $361Net Income 2021: $3,9012021Revenue 2022: $21,839Expenses 2022: $22,995Net Income 2022: -$1,1562022

Highlighted filing

2022

Revenue$21,839
Expenses$22,995
Net Income-$1,156
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$2,745
Liabilities
-
Net assets
$2,745
Revenue
$21,839
Expenses
$22,995
Net income
-$1,156
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$2.75$2.75$21.8$23.0$1.16
2021Detailed filing. Detailed filing data is available for this year.$3.90$3.90$4.26$0.36$3.90
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.62$3.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 16, 2023
Return Version
2022v5.0
Gross Receipts
$21,839
Mission and Program Overview

Mission

To rectify the systemic degradation of Black communities by increasing access to education, healthcare, technology, and financial literacy

Program Services

DescriptionGrantsExpenses
Scholarships-$500
Work with Breathe CA--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tanya PattersonPresident-$0--
Aba ArmahSecretary-$0--
Christian DeanTreasurer-$0--
Thomas PattersonVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Social Equity Initiative
EIN
85-2646109
Phone
4086055103
Address
111 N Market Street 300, San Jose, CA 95113

Signing Officer

Name
Tanya Patterson
Title
President
Signed
2023-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Tax Relief USA
Address
20065 Stevens Creek Blvd B-1B, Cupertino, CA 95014
Preparer
Ronson Adams
Phone
4087372115
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $479”

Other Expenses.1005

“Travel $4”

Other Expenses.1007

“Conferences, Conventions, and Meetings $5675”

Other Expenses.1012

“Insurance $1407”

Other Expenses.1

“Reimbursements $13700”

Other Expenses.2

“Outside Services $1150”

Other Expenses.3

“Bank Charges $65”

Raw XML Appendix145 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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IRS990EZ/BooksInCareOfDetail/PhoneNum04087173170
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0111 N Market St Ste 300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Jose
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095113
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03901
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1156
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OccupancyRentUtltsAndMaintAmt0515
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Christian Dean
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Thomas Patterson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022480
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To rectify the systemic degradation of Black communities by increasing access to education, healthcare, technology, and financial literacy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Work with Breathe CA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt022995
IRS990EZ/TotalProgramServiceExpensesAmt0500
IRS990EZ/TotalRevenueAmt021839
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021839
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04262
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt026101
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt026101
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021839
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04262
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt026101
IRS990ScheduleA/TotalSupportAmt026101
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $5675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Reimbursements $13700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Outside Services $1150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Charges $65
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
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/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tanya Patterson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-16
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ReturnHeader/Filer/BusinessNameControlTxt0SOCI
ReturnHeader/Filer/EIN0852646109
ReturnHeader/Filer/PhoneNum04086055103
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 N Market Street 300
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095113
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465003030
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Relief USA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020065 Stevens Creek Blvd B-1B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cupertino
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095014
ReturnHeader/PreparerPersonGrp/PhoneNum04087372115
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronson Adams
ReturnHeader/ReturnTs02023-11-16T21:44:24-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tanya
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Patterson
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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