Civic Intelligence

Bill Wilson Center

990 • Fiscal year 2020 • EIN 94-2221849

Jul 01, 2019 to Jun 30, 2020 • Filed on May 07, 2021

PO Box 210ASanta Clara, CA 95052

(408) 243-0222

Siviq Scores

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

Liabilities / Assets

60th percentile

0.38x

Higher debt load relative to assets than 60% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

50th percentile

0.35x

Higher debt load relative to revenue than 50% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

52nd percentile

4.5%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

65th percentile

$316,223

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

73rd percentile

19%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

27%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Assets

Up

$24,455,550

Up $3,925,817 (+19%) from 2019

Net Assets

Up

$15,257,862

Up $1,191,856 (+8.5%) from 2019

Liabilities

Up

$9,197,688

Up $2,733,961 (+42%) from 2019

Revenue

Up

$25,909,337

Up $5,504,975 (+27%) from 2019

Expenses

Up

$24,735,794

Up $4,703,526 (+23%) from 2019

Net Income

Up

$1,173,543

Up $801,449 (+215%) from 2019

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2012: $16,630,965Liabilities 2012: $3,801,491Net Assets 2012: $12,829,4742012Assets 2013: $18,058,309Liabilities 2013: $4,680,855Net Assets 2013: $13,377,4542013Assets 2014: $18,705,661Liabilities 2014: $5,517,968Net Assets 2014: $13,187,6932014Assets 2015: $19,509,739Liabilities 2015: $6,246,319Net Assets 2015: $13,263,4202015Assets 2016: $19,197,346Liabilities 2016: $6,134,567Net Assets 2016: $13,062,7792016Assets 2017: $19,727,203Liabilities 2017: $6,051,558Net Assets 2017: $13,675,6452017Assets 2018: $19,958,363Liabilities 2018: $6,287,413Net Assets 2018: $13,670,9502018Assets 2019: $20,529,733Liabilities 2019: $6,463,727Net Assets 2019: $14,066,0062019Assets 2020: $24,455,550Liabilities 2020: $9,197,688Net Assets 2020: $15,257,8622020Assets 2021: $25,476,020Liabilities 2021: $9,014,700Net Assets 2021: $16,461,3202021Assets 2022: $25,072,029Liabilities 2022: $8,590,065Net Assets 2022: $16,481,9642022Assets 2023: $25,915,424Liabilities 2023: $9,315,020Net Assets 2023: $16,600,4042023Assets 2024: $31,035,004Liabilities 2024: $29,271,939Net Assets 2024: $1,763,0652024

Highlighted filing

2020

Assets$24,455,550
Liabilities$9,197,688
Net Assets$15,257,862

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2012: $11,844,3952012Expenses 2013: $13,290,9402013Revenue 2014: $13,945,355Expenses 2014: $14,215,207Net Income 2014: -$269,8522014Revenue 2015: $15,921,709Expenses 2015: $15,786,827Net Income 2015: $134,8822015Revenue 2016: $16,106,460Expenses 2016: $16,305,937Net Income 2016: -$199,4772016Revenue 2017: $17,373,804Expenses 2017: $16,770,985Net Income 2017: $602,8192017Revenue 2018: $19,160,673Expenses 2018: $19,177,292Net Income 2018: -$16,6192018Revenue 2019: $20,404,362Expenses 2019: $20,032,268Net Income 2019: $372,0942019Revenue 2020: $25,909,337Expenses 2020: $24,735,794Net Income 2020: $1,173,5432020Revenue 2021: $28,835,250Expenses 2021: $27,779,251Net Income 2021: $1,055,9992021Revenue 2022: $27,394,642Expenses 2022: $27,229,674Net Income 2022: $164,9682022Revenue 2023: $26,847,693Expenses 2023: $26,797,990Net Income 2023: $49,7032023Revenue 2024: $31,999,128Expenses 2024: $32,635,249Net Income 2024: -$636,1212024

Highlighted filing

2020

Revenue$25,909,337
Expenses$24,735,794
Net Income$1,173,543
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 7, 2021
Return Version
2019v5.2
Gross Receipts
$26,030,337
Mission and Program Overview

Mission

Support and strengthen the community by serving youth and families through counseling, housing, education and advocacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$13,075,117$14,536,546▲ $1,461,429
Savings and Temporary Cash Investments$2,027,589$5,630,283▲ $3,602,694
Pledges and Grants Receivable$3,916,555$2,595,832▼ $1,320,723
Investments in Publicly Traded Securities$1,243,368$1,288,645▲ $45,277
Prepaid Expenses and Deferred Charges$228,956$281,546▲ $52,590
Cash and Non-Interest-Bearing Accounts$38,148$122,698▲ $84,550
Total Assets$20,529,733$24,455,550▲ $3,925,817
Liabilities
Other Liabilities$3,725,922$5,097,145▲ $1,371,223
Accounts Payable and Accrued Expenses$2,737,805$3,117,305▲ $379,500
Deferred Revenue-$983,238-
Total Liabilities$6,463,727$9,197,688▲ $2,733,961
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,361,168$8,531,914▲ $170,746
Net Assets Without Donor Restrictions$5,704,838$6,725,948▲ $1,021,110
Total Net Assets Fund Balance$14,066,006$15,257,862▲ $1,191,856
Total Liabilities and Net Assets / Fund Balance$20,529,733$24,455,550▲ $3,925,817

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,236,517$4,839,787$14,076,304
Land$5,240,556-$5,240,556
Other Land Buildings$59,473$494,583$554,056
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sparky HarlanCEO/CFOFT$292,790$23,433$316,223
Deborah PellChief Program OfficerFT$179,078$17,868$196,946
Pilar FurlongChief Community Resources OfficerFT$160,776$16,751$177,527
Ivis PenaChief Admintrative OfficerFT$138,173$15,953$154,126
Janet DolezalDirector of FinanceFT$122,399$14,813$137,212
Chen YuDirector of FinanceFT$120,996$14,695$135,691
Cheryl RouseDivision Director-residential ServicesFT$117,330$5,967$123,297
Rajan ChristianProgram Director - MhsFT$106,062$11,640$117,702

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,593,465
Program Service Revenue
$24,247,383
Investment Income
$39,860
Other Revenue
$28,629
All Other Contributions
$1,461,744
Change in Net Assets
$1,173,543

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded1$71,302
Food Inventory1$36,868
Total Noncash Contributions2$108,170

Audited Revenue Reconciliation

Revenue per Audited Statements
$25,909,337
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$549,321
Total Revenue per Audited Statements
$26,458,658
Total Revenue per Form 990
$25,909,337
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$13,958,582
Other Expenses$10,777,212
Total Fundraising Expense$305,115
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,074,472$1,226,498$84,915$10,385,885
Other Employee Benefits$1,762,252$224,449$25,997$2,012,698
All Other Expenses$1,814,186$153,178$27,657$1,995,021
Occupancy$1,038,640$4,797$166$1,043,603
Payroll Taxes$782,909$97,581$14,685$895,175
Fees for Services Other$692,469$34,064$3,222$729,755
Current Officers, Directors, Trustees, and Key Employees$175,981$368,538$120,305$664,824
Depreciation Depletion$397,581$24,863$18,314$440,758
Other Expenses$301,891$38,822$4,717$345,430
Travel$166,536$14,295$476$181,307
Insurance$122,247$46,960$1,124$170,331
Interest$138,233--$138,233
Fees for Services Legal$85,733$2,477$265$88,475
Fees for Services Accounting$70,301$2,031$218$72,550
Conferences and Meetings$9,157$205$1,222$10,584
Fees for Service Investment Mgmnt Fees$1,193$7,617$595$9,405
Total Functional Expenses$22,162,613$2,268,066$305,115$24,735,794

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$25,266,802
Total Expenses per Form 990$24,735,794
Expenses per Audited Statements$24,726,389
Expenses Not Reported on Form 990$540,413
Expenses Not Reported on Financial Statements$9,405
Other Expense Adjustments$9,405
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,845
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Building Dreams Fundraiser$131,721-$1,845-
Total Events$131,721-$1,845$-1,845
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable Non-current$4,842,073
Deposits$159,619
Note Payable Current$95,453
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 A, Line 4

The board of directors approved revised bylaws to show the termination of the merger into uplift. On november 18, 2019, both parties entered into a mutual agreement of termination. This agreement terminated the merger of bwc into uplift and removed uplift as bwc's sole member.

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

The audit committee reviews and approves the form 990. The form 990 approved by the audit committee is then provided to the board of directors prior to filing.

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

The center monitors all conflicts of interest by requiring an annual recertification. Immediate notification is required if circumstances change during the year.

Form 990, Part VI, Section B, Line 15

Compensation is reviewed and approved by the finance committee following research conducted via survey of similar organizations and analysis of professioanl publications.

Form 990, Part VI, Section C, Line 19

All governing documents and the conflict of interest code are available on request. The financials statements are avaialable on the center's website.

Filing and Contact Details

Filer

Filer Name
Bill Wilson Center
EIN
94-2221849
Phone
4082430222
Address
PO BOX 210A, SANTA CLARA, CA 95052

Signing Officer

Name
Sparky Harlan
Title
CEO
Phone
4082430222
Signed
2021-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sparky Harlan
Formed
1974
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
18
Employees
292
Volunteers
150

Preparer

Firm
Robert Lee & Associates Llp
Address
999 W TAYLOR STREET SUITE A, SAN JOSE, CA 95126
Preparer
Jessica Cassinelli
Phone
4088556770
Supplemental Narrative

Additional Explanations

Part XIII, Line 2C

The organization maintains an audit committee that is responsible for oversight of the audit and selection of the independent accountants. There were no changes to the selection process during the june 30, 2020 year end.

Financial Statement Notes

PART X, LINE 2:

The organization evaluates its uncertain tax positions and will recognize a loss contingency when it is probable that a liability has been incurred as of the date of the consolidated financial statements and the amount of the loss can be reasonably estimated. The amount recognized is subject to estimate and management judgment with respect to the likely outcome of each uncertain tax position. The amount that is ultimately sustained for an individual uncertain tax position or for all uncertain tax positions in the aggregate could differ from the amount recognized. As of june 30, 2020, management did not identify any uncertain tax positions.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

INVESTMENT FEES -9,405.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

INVESTMENT FEES 9,405.

Raw XML AppendixShowing 400 of 741 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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