Civic Intelligence

Model Transitions Foundation C/O East Bay Community Foundation

990 • Fiscal year 2017 • EIN 91-2168651

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 14, 2018

Organization ProfileN/A
200 Frank H Ogawa PlazaOakland, CA 94612

(510) 836-3223

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

70th percentile

0.14x

Higher debt load relative to revenue than 70% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$578,910

Up $53,886 (+10%) from 2016

Net Assets

Up

$576,775

Up $51,751 (+9.9%) from 2016

Liabilities

Up

$2,135

Up $2,135 from 2016

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin70th percentile

Revenue

Down

$15,025

Down $356,498 (-96%) from 2016

Expenses

Down

$13,031

Down $1,001,624 (-99%) from 2016

Net Income

Up

$1,994

Up $645,126 (+100%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $263,616Liabilities 2011: $227,1852011Assets 2012: $4,918,485Liabilities 2012: $0Net Assets 2012: $4,918,4852012Assets 2013: $3,563,135Liabilities 2013: $5,000Net Assets 2013: $3,558,1352013Assets 2014: $2,317,889Liabilities 2014: $0Net Assets 2014: $2,317,8892014Assets 2015: $1,139,171Liabilities 2015: $0Net Assets 2015: $1,139,1712015Assets 2016: $525,024Liabilities 2016: $0Net Assets 2016: $525,0242016Assets 2017: $578,910Liabilities 2017: $2,135Net Assets 2017: $576,7752017Assets 2018: $580,399Liabilities 2018: $2,194Net Assets 2018: $578,2052018Assets 2019: $557,169Liabilities 2019: $2,037Net Assets 2019: $555,1322019Assets 2020: $535,153Liabilities 2020: $1,971Net Assets 2020: $533,1822020Assets 2021: $654,695Liabilities 2021: $0Net Assets 2021: $654,6952021Assets 2022: $426,273Liabilities 2022: $0Net Assets 2022: $426,2732022Assets 2023: $305,284Liabilities 2023: $0Net Assets 2023: $305,2842023Assets 2024: $332,451Liabilities 2024: $3,142Net Assets 2024: $329,3092024

Highlighted filing

2017

Assets$578,910
Liabilities$2,135
Net Assets$576,775
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $73,344Expenses 2011: $75,157Net Income 2011: -$1,8132011Revenue 2012: $10,000,360Expenses 2012: $5,118,306Net Income 2012: $4,882,0542012Revenue 2013: $46,828Expenses 2013: $1,407,178Net Income 2013: -$1,360,3502013Revenue 2014: $179,673Expenses 2014: $1,419,919Net Income 2014: -$1,240,2462014Revenue 2015: $266,758Expenses 2015: $1,422,727Net Income 2015: -$1,155,9692015Revenue 2016: $371,523Expenses 2016: $1,014,655Net Income 2016: -$643,1322016Revenue 2017: $15,025Expenses 2017: $13,031Net Income 2017: $1,9942017Revenue 2018: $62,568Expenses 2018: $33,688Net Income 2018: $28,8802018Revenue 2019: -$2,596Expenses 2019: $33,435Net Income 2019: -$36,0312019Revenue 2020: $5,250Expenses 2020: $33,993Net Income 2020: -$28,7432020Revenue 2021: $40,134Expenses 2021: $34,663Net Income 2021: $5,4712021Revenue 2022: $48,682Expenses 2022: $165,336Net Income 2022: -$116,6542022Revenue 2023: $8,273Expenses 2023: $161,757Net Income 2023: -$153,4842023Revenue 2024: $13,668Expenses 2024: $10,593Net Income 2024: $3,0752024

Highlighted filing

2017

Revenue$15,025
Expenses$13,031
Net Income$1,994
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 14, 2018
Return Version
2016v3.0
Gross Receipts
$15,025
Mission and Program Overview

Mission

None. The unadopted mission is to conduct and support activities for the benefit of the east bay community foundation.

To conduct and support activities for the benefit of the east bay community foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$497,368$578,910▲ $81,542
Cash and Non-Interest-Bearing Accounts$22,119$0▼ $22,119
Savings and Temporary Cash Investments$5,537$0▼ $5,537
Total Assets$525,024$578,910▲ $53,886
Liabilities
Other Liabilities$0$2,135▲ $2,135
Total Liabilities$0$2,135▲ $2,135
Net Assets / Fund Balance
Unrestricted Net Assets$525,024$576,775▲ $51,751
Total Net Assets Fund Balance$525,024$576,775▲ $51,751
Total Liabilities and Net Assets / Fund Balance$525,024$578,910▲ $53,886
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Edward LiebstSecretary & Treasurer (thru 3/31/17)$121,031$121,031

Board Members and Trustees

NameTitle
Timothy SmallsreedDirector/president
Amy SlaterDirector
Don ReinkeDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$11
Program Service Revenue
$0
Investment Income
$15,014
Other Revenue
$0
All Other Contributions
$11
Change in Net Assets
$1,994
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,031
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$8,235-$8,235
Fees for Services Accounting-$3,500-$3,500
Fees for Service Investment Mgmnt Fees-$1,081-$1,081
Office Expenses-$125-$125
Other Expenses-$90-$90
Total Functional Expenses$0$13,031$0$13,031
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Interfund Payable$2,135
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The taxpayer's accounting firm forwarded the form 990 to the treasurer. The treasurer reviewed the return and forwarded the form 990 to the other board members prior to filing. If the board members had questions, the treasurer or the accounting firm addressed the questions before submitting the form 990 to the irs.”

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

“The organization's board members and officers complete an annual conflict of interest questionnaire.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request for the same period of time set forth in sec. 6104(d).”

Filing and Contact Details

Filer

Filer Name
Model Transitions Foundation
EIN
91-2168651
Phone
5108363223
Address
200 FRANK H OGAWA PLAZA, OAKLAND, CA 94612

Signing Officer

Name
Edward Liebst
Title
Treasurer
Phone
5108363223
Signed
2018-03-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Head
Formed
2001
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Hood & Strong Llp
Address
275 BATTERY ST STE 900, SAN FRANCISCO, CA 94111
Preparer
Maga E Kisriev
Phone
4157810793
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Model transitions foundation is included in a consolidated audit with the east bay community foundation (ebcf). The organization utilizes the ebcf audit as its own. The audit committee of the ebcf has oversight of all entities included in the consolidated audit.”

Financial Statement Notes

PART X, LINE 2:

“The foundation and its consolidated supporting organizations are exempt from federal income tax on related income under section 501(c)(3) of the internal revenue code, and california revenue and taxation code section 23701d. In addition, they have each, received a determination from the irs that they are not private foundations. As of june 30, 2017 and 2016, management evaluated the foundation and its consolidated supporting organization's tax positions and concluded that they had maintained their tax exempt status and had taken no uncertain tax positions that require adjustment to the financial statements. Therefore, no provision or liability for income taxes has been included in the financial statements.”

Raw XML AppendixShowing 400 of 411 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION AND ITS CONSOLIDATED SUPPORTING ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAX ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. IN ADDITION, THEY HAVE EACH, RECEIVED A DETERMINATION FROM THE IRS THAT THEY ARE NOT PRIVATE FOUNDATIONS. AS OF JUNE 30, 2017 AND 2016, MANAGEMENT EVALUATED THE FOUNDATION AND ITS CONSOLIDATED SUPPORTING ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THEY HAD MAINTAINED THEIR TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAXPAYER'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE TREASURER. THE TREASURER REVIEWED THE RETURN AND FORWARDED THE FORM 990 TO THE OTHER BOARD MEMBERS PRIOR TO FILING. IF THE BOARD MEMBERS HAD QUESTIONS, THE TREASURER OR THE ACCOUNTING FIRM ADDRESSED THE QUESTIONS BEFORE SUBMITTING THE FORM 990 TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S BOARD MEMBERS AND OFFICERS COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MODEL TRANSITIONS FOUNDATION IS INCLUDED IN A CONSOLIDATED AUDIT WITH THE EAST BAY COMMUNITY FOUNDATION (EBCF). THE ORGANIZATION UTILIZES THE EBCF AUDIT AS ITS OWN. THE AUDIT COMMITTEE OF THE EBCF HAS OVERSIGHT OF ALL ENTITIES INCLUDED IN THE CONSOLIDATED AUDIT.
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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1EBCF PROPERTIES
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOOD & STRONG LLP

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$578,910
Liabilities
$2,135
Net assets
$576,775
Revenue
$15,025
Expenses
$13,031
Net income
$1,994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$0.01$0.01$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.01$0.16$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.05$0.17$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.04$0.03$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.53$0.01$0.03$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.00$0.03$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.06$0.03$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.02$0.01$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.37$1.01$0.64
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.27$1.42$1.16
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$0.18$1.42$1.24
2013Summary only. Only limited summary data is available for this year.$3.56$0.01$3.56$0.05$1.41$1.36
2012Summary only. Only limited summary data is available for this year.$4.92$0.00$4.92$10.0$5.12$4.88
2011Summary only. Only limited summary data is available for this year.$0.26$0.23$0.07$0.08$0.00