Civic Intelligence

Metta Fund

990PF • Fiscal year 2020 • EIN 94-2992640

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 19, 2021

Organization Profile

View Organization Page

101 Montgomery St No 2200San Francisco, CA 94104

(415) 660-7361

Siviq Scores

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

Liabilities / Assets

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.20x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

45th percentile

2.9%

Higher net margin than 45% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$286,969

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

57th percentile

8.3%

Faster asset growth than 57% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

34%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$78,325,664

Up $5,972,993 (+8.3%) from 2019

Net Assets

Up

$77,344,710

Up $6,168,606 (+8.7%) from 2019

Liabilities

Down

$980,954

Down $195,613 (-17%) from 2019

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin45th percentile

Revenue

Up

$4,825,520

Up $1,232,303 (+34%) from 2019

Expenses

Down

$4,683,366

Down $386,842 (-7.6%) from 2019

Net Income

Up

$142,154

Up $1,619,145 (+110%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$100M$50M$0Assets 2011: $69,165,936Liabilities 2011: $60,7122011Assets 2012: $67,371,404Liabilities 2012: $92,0872012Assets 2013: $77,250,496Liabilities 2013: $86,6872013Assets 2014: $74,399,208Liabilities 2014: $85,1862014Assets 2015: $66,350,852Liabilities 2015: $155,1762015Assets 2016: $64,656,771Liabilities 2016: $217,567Net Assets 2016: $64,439,2042016Assets 2017: $73,356,828Liabilities 2017: $886,837Net Assets 2017: $72,469,9912017Assets 2018: $63,369,575Liabilities 2018: $1,357,689Net Assets 2018: $62,011,8862018Assets 2019: $72,352,671Liabilities 2019: $1,176,567Net Assets 2019: $71,176,1042019Assets 2020: $78,325,664Liabilities 2020: $980,954Net Assets 2020: $77,344,7102020Assets 2021: $84,416,735Liabilities 2021: $994,746Net Assets 2021: $83,421,9892021Assets 2022: $67,495,499Liabilities 2022: $3,314,033Net Assets 2022: $64,181,4662022Assets 2023: $71,673,019Liabilities 2023: $3,360,0032023Assets 2024: $72,278,914Liabilities 2024: $4,408,587Net Assets 2024: $67,870,3272024

Highlighted filing

2020

Assets$78,325,664
Liabilities$980,954
Net Assets$77,344,710
Open 2020 Filing

Operations Trend

Revenue Growth85th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $7,546,642Expenses 2011: $7,963,137Net Income 2011: -$416,4952011Revenue 2012: $6,029,950Expenses 2012: $7,861,513Net Income 2012: -$1,831,5632012Revenue 2013: $7,390,269Expenses 2013: $7,572,288Net Income 2013: -$182,0192013Revenue 2014: $8,414,417Expenses 2014: $6,033,353Net Income 2014: $2,381,0642014Revenue 2015: $3,460,238Expenses 2015: $6,876,265Net Income 2015: -$3,416,0272015Revenue 2016: $2,334,243Expenses 2016: $5,217,790Net Income 2016: -$2,883,5472016Revenue 2017: $3,011,337Expenses 2017: $5,207,763Net Income 2017: -$2,196,4262017Revenue 2018: $4,089,499Expenses 2018: $5,452,036Net Income 2018: -$1,362,5372018Revenue 2019: $3,593,217Expenses 2019: $5,070,208Net Income 2019: -$1,476,9912019Revenue 2020: $4,825,520Expenses 2020: $4,683,366Net Income 2020: $142,1542020Revenue 2021: $6,997,012Expenses 2021: $4,738,091Net Income 2021: $2,258,9212021Revenue 2022: $3,735,271Expenses 2022: $5,935,085Net Income 2022: -$2,199,8142022Revenue 2023: $3,765,530Expenses 2023: $6,111,824Net Income 2023: -$2,346,2942023Revenue 2024: $4,517,908Expenses 2024: $7,246,787Net Income 2024: -$2,728,8792024

Highlighted filing

2020

Revenue$4,825,520
Expenses$4,683,366
Net Income$142,154
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 19, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET Y SPEARSCEOFT$270,624$16,345$286,969
JOE HAFEYVice Chair & Director-$36,000-$36,000
KIMBERLY BRANDONChair & DirectorPT$34,500-$34,500
SONIA MELARADirector-$34,500-$34,500
JOHN WOODWARDTreasurer & Director-$34,500-$34,500
ROMA GUYSecretary & Director-$33,000-$33,000
JARMIN YEHDirector-$33,000-$33,000
JAMES LOYCEDirector-$33,000-$33,000
Filing and Contact Details

Filer

Filer Name
Metta Fund
EIN
94-2992640
Phone
4156607361
Address
101 MONTGOMERY ST NO 2200, SAN FRANCISCO, CA 94104

Signing Officer

Name
Janet Y Spears
Title
CEO
Phone
4156607361
Signed
2021-07-19
Discuss with paid preparer
Yes

Preparer

Firm
Rgp Llp
Address
3478 BUSKIRK AVE STE 308, PLEASANT HILL, CA 94523
Preparer
Ward S Pynn
Phone
9259540100
Raw XML AppendixShowing 400 of 1,524 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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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt072352671
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt078325664
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt068429293
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03395275
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4DIRECTOR OF PROGRAM
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3101 MONTGOMERY ST STE 2200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt4101 MONTGOMERY ST STE 2200
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt740.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt034500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt133000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt236000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt333000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt433000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt534500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt634500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt7270624
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt716345
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KIMBERLY BRANDON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROMA GUY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOE HAFEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JARMIN YEH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JAMES LOYCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5SONIA MELARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JOHN WOODWARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7JANET Y SPEARS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIR & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE CHAIR & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TREASURER & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7CEO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1101 MONTGOMERY ST STE 2200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2101 MONTGOMERY ST STE 2200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3101 MONTGOMERY ST STE 2200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4101 MONTGOMERY ST STE 2200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5101 MONTGOMERY ST STE 2200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6101 MONTGOMERY ST STE 2200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7101 MONTGOMERY ST STE 2200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd594104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd694104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd794104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03741303
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03741303
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03741303
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,325,664
Liabilities
$980,954
Net assets
$77,344,710
Revenue
$4,825,520
Expenses
$4,683,366
Net income
$142,154
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$72.3$4.41$67.9$4.52$7.25$2.73
2023Summary only. Only limited summary data is available for this year.$71.7$3.36$3.77$6.11$2.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.5$3.31$64.2$3.74$5.94$2.20
2021Detailed filing. Detailed filing data is available for this year.$84.4$0.99$83.4$7.00$4.74$2.26
2020Detailed filing. Detailed filing data is available for this year.$78.3$0.98$77.3$4.83$4.68$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.4$1.18$71.2$3.59$5.07$1.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.4$1.36$62.0$4.09$5.45$1.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.4$0.89$72.5$3.01$5.21$2.20
2016Detailed filing. Detailed filing data is available for this year.$64.7$0.22$64.4$2.33$5.22$2.88
2015Summary only. Only limited summary data is available for this year.$66.4$0.16$3.46$6.88$3.42
2014Summary only. Only limited summary data is available for this year.$74.4$0.09$8.41$6.03$2.38
2013Summary only. Only limited summary data is available for this year.$77.3$0.09$7.39$7.57$0.18
2012Summary only. Only limited summary data is available for this year.$67.4$0.09$6.03$7.86$1.83
2011Summary only. Only limited summary data is available for this year.$69.2$0.06$7.55$7.96$0.42
Peer Organizations

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