Civic Intelligence

Expandability

990 • Fiscal year 2020 • EIN 94-2687057

Jan 01, 2020 to Dec 31, 2020 • Filed on May 02, 2022

1080 North 7th StreetSan Jose, CA 95112

(408) 869-9230

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

91st percentile

58%

Higher net margin than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

100th percentile

$413,720

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 267.8% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-66%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $158,869 (-100%) from 2019

Net Assets

Up

$0

Up $89,248 (+100%) from 2019

Liabilities

Down

$0

Down $248,117 (-100%) from 2019

Revenue

Down

$154,501

Down $293,457 (-66%) from 2019

Expenses

Down

$65,253

Down $443,683 (-87%) from 2019

Net Income

Up

$89,248

Up $150,226 (+246%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $2,468,676Liabilities 2010: $91,811Net Assets 2010: $2,376,8652010Assets 2011: $2,429,591Liabilities 2011: $77,935Net Assets 2011: $2,351,6562011Assets 2012: $2,160,698Liabilities 2012: $83,839Net Assets 2012: $2,076,8592012Assets 2013: $1,735,934Liabilities 2013: $109,606Net Assets 2013: $1,626,3282013Assets 2014: $1,267,505Liabilities 2014: $143,173Net Assets 2014: $1,124,3322014Assets 2015: $836,379Liabilities 2015: $143,476Net Assets 2015: $692,9032015Assets 2016: $350,989Liabilities 2016: $47,093Net Assets 2016: $303,8962016Assets 2017: $229,063Liabilities 2017: $206,986Net Assets 2017: $22,0772017Assets 2018: $206,406Liabilities 2018: $234,676Net Assets 2018: -$28,2702018Assets 2019: $158,869Liabilities 2019: $248,117Net Assets 2019: -$89,2482019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $1,135,9172010Expenses 2011: $1,131,8972011Expenses 2012: $1,129,9742012Revenue 2013: $168,008Expenses 2013: $584,373Net Income 2013: -$416,3652013Revenue 2014: $765,459Expenses 2014: $1,296,949Net Income 2014: -$531,4902014Revenue 2015: $779,276Expenses 2015: $1,141,912Net Income 2015: -$362,6362015Revenue 2016: $620,201Expenses 2016: $937,062Net Income 2016: -$316,8612016Revenue 2017: $390,886Expenses 2017: $547,136Net Income 2017: -$156,2502017Revenue 2018: $409,731Expenses 2018: $448,435Net Income 2018: -$38,7042018Revenue 2019: $447,958Expenses 2019: $508,936Net Income 2019: -$60,9782019Revenue 2020: $154,501Expenses 2020: $65,253Net Income 2020: $89,2482020

Highlighted filing

2020

Revenue$154,501
Expenses$65,253
Net Income$89,248
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 2, 2022
Return Version
2020v4.2
Gross Receipts
$154,501
Mission and Program Overview

Mission

To provide persons with disabilities access to adaptive technology and career transition services so that they can achieve their desired education and employment, and improve their quality of life

To provide individuals with disabilities vocational training and career transition.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$102,309$0▼ $102,309
Cash and Non-Interest-Bearing Accounts$56,560$0▼ $56,560
Savings and Temporary Cash Investments-$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-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$158,869$0▼ $158,869
Other Assets Total-$0-
Liabilities
Other Liabilities$190,000$0▼ $190,000
Accounts Payable and Accrued Expenses$58,117$0▼ $58,117
Total Liabilities$248,117$0▼ $248,117
Net Assets / Fund Balance
Total Net Assets Fund Balance$-89,248$0▲ $89,248
Total Liabilities and Net Assets / Fund Balance$158,869$0▼ $158,869
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael FoxCEO
Christopher BakerCFO
Trish DorseyVP of Mission Services
Revenue and Support

Revenue Composition

Contributions and Grants
$122,022
Program Service Revenue
$32,479
Investment Income
$0
Other Revenue
$0
All Other Contributions
$83,262
Change in Net Assets
$89,248
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$36,065
Other Expenses$29,188
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$31,279--$31,279
Other Employee Benefits$2,504--$2,504
Payroll Taxes$2,282--$2,282
Other Expenses-$-74-$-74
Total Functional Expenses$36,065$29,188$0$65,253
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
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 is reviewed by the board and approved before filing.

Form 990, Part VI, Section B, Line 15

The organization uses industry comparability data to review and determine compensation.

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.

Part VI 1A

Expandability transitioned programs over to goodwill of silicon valley during 2020. Board voted to dissolve organization and merge with goodwill of valley in may 2019 with timeline aligned to completion of grants.

Filing and Contact Details

Filer

Filer Name
Expandability
EIN
94-2687057
Phone
4088699230
Address
1080 NORTH 7TH STREET, SAN JOSE, CA 95112

Signing Officer

Name
Trish Dorsey
Title
VP Mission Services
Phone
4088699230
Signed
2022-05-02

Organization Details

Principal Officer
Trish Dorsey
Formed
1980
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
1
Volunteers
0
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2VP OF MISSION SERVICES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0413720
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1298793
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2188092
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0NONE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0GOODWILL OF SILICON VALLEY INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02020-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0941212132
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01080 N SEVENTH ST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0SAN JOSE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd0951124425
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0EXPANDABILITY WOUND DOWN DURING 2020. ALL ACCOUNTS PAYABLE INVOICES WERE PAID AND ACCOUNTS RECEIVABLE INVOICES PAYMENTS WERE RECEIVED WITH EXCEPTION OF PRIOR 2016 INVOICES WRITTEN OFF DURING THE YEAR OF $29K.EXPANDABILITY HAD NO OTHER ASSETS ON THE BOOKS AS OF DEC 31ST 2020.OUTSTANDING LOAN OF 190,000 TO GOODWILL OF SILCION VALLEY WAS PAID WITH BALANCE OF $83,246 TREATED AS CONTRIBUTION TO EXPANDABILITY IN 2020 RESULTING IN NET ZERO ASSETS AND LIABILITITES AS OF 31ST DECEMBER 2020.PART 1 - LIQUIDATION, TERMINATION OR DISSOLUTIONEXPANDABILITY WOUND DOWN DURING THE YEAR AND PAID ALL PAYABLES. ALL RECEIVABLES WERE RECEIVED OTHER THAN THOSE THAT WERE DEEMED BAD DEBTS AND WRITTEN OFF AT YEAR END. THE COMPANY HELD NO OTHER ASSETS AND ANY CASH ON HAND WAS USED TO PAY OFF BALANCE OF OUTSTANDING LOAN TO GOODWILL OF SILICON VALLEY WITH A LOAN BALANCE REMAINING OF $83,246 WHICH WAS OFFSET AS CONTRIBUTION BY GOODWILL OF SILICON VALLEY. THEREFORE NO ASSETS WERE ON HAND AT YEAR END.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 SCHEDULE N
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE BOARD AND APPROVED BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION USES INDUSTRY COMPARABILITY DATA TO REVIEW AND DETERMINE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPANDABILITY TRANSITIONED PROGRAMS OVER TO GOODWILL OF SILICON VALLEY DURING 2020. BOARD VOTED TO DISSOLVE ORGANIZATION AND MERGE WITH GOODWILL OF VALLEY IN MAY 2019 WITH TIMELINE ALIGNED TO COMPLETION OF GRANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI 1A
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0GOODWIL OF SILICON VALLEY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0941212132
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COMMUNITY NON PROFIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01080 NORTH 7TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN JOSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095112
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt01B-EXPANDABILITY PROGRAMS WERE MERGED INTO GOODWILL OF SILICON VALLEY IN 2020. OUTSTANDING LOAN BALANCE OF $83,246 WAS FORGIVEN AND THEREFORE TREATED AS A CONTRIBUTION TO EXPANDABILITY IN 2020. 1E-AT THE BEGINNING OF 2020 EXPANDABILITY HAD A LOAN BALANCE OUTSTANDING TO GOODWILL OF SILICON VALLEY OF $190,000.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 SCHEDULE R
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt083246
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1190000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CONTRIBUTION/WRITE OFF LAON BALAN
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ORIGINAL LOAN
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0GOODWILL OF SILICON VALLEY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1GOODWILL OF SILICON VALLEY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1E
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0158869
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0158869
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0122022
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029188
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt036065
IRS990/TotalFunctionalExpensesGrp/TotalAmt065253
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0248117
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0248117
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-89248
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt056649
IRS990/TotalProgramServiceExpensesAmt036065
IRS990/TotalProgramServiceRevenueAmt032479
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt032479
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0154501
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0158869
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt0843956
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01080 NORTH 7TH STREET

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