Civic Intelligence

In Spirit

990 • Fiscal year 2018 • EIN 94-3032391

Jul 01, 2017 to Jun 30, 2018 • Filed on May 07, 2019

PO Box 383Woodacre, CA 94973

(415) 488-0477

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

87th percentile

63%

Faster asset growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

91%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$258,045

Up $100,004 (+63%) from 2017

Net Assets

Up

$258,045

Up $100,004 (+63%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$171,134

Up $81,601 (+91%) from 2017

Expenses

Down

$73,393

Down $7,430 (-9.2%) from 2017

Net Income

Up

$97,741

Up $89,031 (+1022%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $99,278Liabilities 2010: $0Net Assets 2010: $99,2782010Assets 2011: $94,663Liabilities 2011: $0Net Assets 2011: $94,6632011Assets 2012: $156,323Liabilities 2012: $0Net Assets 2012: $156,3232012Assets 2013: $173,145Liabilities 2013: $0Net Assets 2013: $173,1452013Assets 2014: $157,216Liabilities 2014: $0Net Assets 2014: $157,2162014Assets 2015: $148,650Liabilities 2015: $0Net Assets 2015: $148,6502015Assets 2016: $141,746Liabilities 2016: $0Net Assets 2016: $141,7462016Assets 2017: $158,041Liabilities 2017: $0Net Assets 2017: $158,0412017Assets 2018: $258,045Liabilities 2018: $0Net Assets 2018: $258,0452018Assets 2019: $230,911Liabilities 2019: $0Net Assets 2019: $230,9112019Assets 2020: $435,936Liabilities 2020: $0Net Assets 2020: $435,9362020Assets 2021: $408,646Liabilities 2021: $0Net Assets 2021: $408,6462021Assets 2022: $324,260Liabilities 2022: $1,048Net Assets 2022: $323,2122022Assets 2023: $300,972Liabilities 2023: $587Net Assets 2023: $300,3852023Assets 2024: $235,278Liabilities 2024: $198Net Assets 2024: $235,0802024Assets 2025: $204,290Liabilities 2025: $2,969Net Assets 2025: $201,3212025

Highlighted filing

2018

Assets$258,045
Liabilities$0
Net Assets$258,045

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $94,4332010Revenue 2011: $90,634Expenses 2011: $95,249Net Income 2011: -$4,6152011Expenses 2012: $86,8022012Expenses 2013: $94,1242013Revenue 2014: $72,374Expenses 2014: $90,891Net Income 2014: -$18,5172014Revenue 2015: $78,973Expenses 2015: $89,032Net Income 2015: -$10,0592015Revenue 2016: $73,964Expenses 2016: $80,803Net Income 2016: -$6,8392016Revenue 2017: $89,533Expenses 2017: $80,823Net Income 2017: $8,7102017Revenue 2018: $171,134Expenses 2018: $73,393Net Income 2018: $97,7412018Revenue 2019: $68,486Expenses 2019: $103,298Net Income 2019: -$34,8122019Revenue 2020: $290,288Expenses 2020: $87,870Net Income 2020: $202,4182020Revenue 2021: $251,707Expenses 2021: $109,910Net Income 2021: $141,7972021Revenue 2022: $94,248Expenses 2022: $173,585Net Income 2022: -$79,3372022Revenue 2023: $167,784Expenses 2023: $192,007Net Income 2023: -$24,2232023Revenue 2024: $146,815Expenses 2024: $218,174Net Income 2024: -$71,3592024Revenue 2025: $170,435Expenses 2025: $210,310Net Income 2025: -$39,8752025

Highlighted filing

2018

Revenue$171,134
Expenses$73,393
Net Income$97,741
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 7, 2019
Return Version
2017v2.3
Gross Receipts
$171,134
Mission and Program Overview

Mission

Financial assistance for attendant care

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$80,407$150,503▲ $70,096
Cash and Non-Interest-Bearing Accounts$20,888$60,986▲ $40,098
Investments in Publicly Traded Securities$56,746$46,556▼ $10,190
Total Assets$158,041$258,045▲ $100,004
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$158,041$258,045▲ $100,004
Total Net Assets Fund Balance$158,041$258,045▲ $100,004
Total Liabilities and Net Assets / Fund Balance$158,041$258,045▲ $100,004

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$3,840$3,840
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jonathan FriemanPresident
Ben Kinney JrDirector
Brian JacobsonDirector
Marie MccarthyDirector
Marilyn MilosDirector
Aneice TaylorExecutive Di
Marty MeadeSecretary Tr
Revenue and Support

Revenue Composition

Contributions and Grants
$171,033
Program Service Revenue
$0
Investment Income
$101
Other Revenue
$0
All Other Contributions
$160,675
Change in Net Assets
$97,741
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$49,629
Other Expenses$14,931
Salaries, Compensation, and Employee Benefits$8,833
Total Fundraising Expense$892
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$49,629--$49,629
Other Salaries and Wages$5,159$1,720-$6,879
Occupancy$2,112$4,425-$6,537
Fees for Services Other$1,721--$1,721
Office Expenses$1,591$109-$1,700
Insurance$1,232$308-$1,540
Payroll Taxes$1,102$367-$1,469
Fees for Services Accounting$853$284-$1,137
Other Employee Benefits$364$121-$485
Information Technology$286$72-$358
Other Expenses$800$95$892$95
All Other Expenses$47--$47
Total Functional Expenses$64,896$7,605$892$73,393
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Lincoln TaylorSon/directorRentNo$4,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Executive director reviews return before filing.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
In Spirit
EIN
94-3032391
Phone
4154880477
Address
PO BOX 383, WOODACRE, CA 94973

Signing Officer

Name
Aneice Taylor
Title
Executive Director
Phone
4154880477
Signed
2019-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Aneice Taylor
Formed
1987
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
2
Volunteers
50

Preparer

Firm
Penelope K Chambers
Address
PO BOX 118, FAIRFAX, CA 94978
Preparer
Penelope K Chambers
Phone
4154595688
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Annual fundraising plant sales approximately 36 volunteers pick up plants, setup, make signs, post signs, work the sale and clean up. Approximately 8 volunteers keep the greenhouse maintenance free. Approximately 6 community service volunteers preform home maintenance,help with mailings and office work. The 8 member board of directors all serve as volunteers and do any necessary needed work.

Form 990, Page 2, Part III, Line 4D

Interest earned used for program expenses

Form 990, Part XI, Line 9

SCHWAB FMV ADJ. 2,263

Raw XML Appendix360 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANNUAL FUNDRAISING PLANT SALES APPROXIMATELY 36 VOLUNTEERS PICK UP PLANTS, SETUP, MAKE SIGNS, POST SIGNS, WORK THE SALE AND CLEAN UP. APPROXIMATELY 8 VOLUNTEERS KEEP THE GREENHOUSE MAINTENANCE FREE. APPROXIMATELY 6 COMMUNITY SERVICE VOLUNTEERS PREFORM HOME MAINTENANCE,HELP WITH MAILINGS AND OFFICE WORK. THE 8 MEMBER BOARD OF DIRECTORS ALL SERVE AS VOLUNTEERS AND DO ANY NECESSARY NEEDED WORK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTEREST EARNED USED FOR PROGRAM EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE DIRECTOR REVIEWS RETURN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHWAB FMV ADJ. 2,263
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07605
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt064896
IRS990/TotalFunctionalExpensesGrp/TotalAmt073393
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0158041
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0258045
IRS990/TotalProgramServiceExpensesAmt064896
IRS990/TotalRevenueGrp/ExclusionAmt0101
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0171134
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0158041
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0258045
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0158041
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0258045
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 383
IRS990/USAddress/CityNm0WOODACRE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094973
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0INSPIRIT-MARIN.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANEICE TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04154880477
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IN SPIRIT
ReturnHeader/Filer/BusinessNameControlTxt0INSP
ReturnHeader/Filer/EIN0943032391
ReturnHeader/Filer/PhoneNum04154880477
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 383
ReturnHeader/Filer/USAddress/CityNm0WOODACRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094973
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E4635650DC3B77C36142785528F39CB60328A58B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E4635650DC3B77C36142785528F39CB60328A58B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.235.141.61
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:30:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680106410
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PENELOPE K CHAMBERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 118
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094978
ReturnHeader/PreparerPersonGrp/PhoneNum04154595688
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PENELOPE K CHAMBERS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-14T13:30:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.04$0.03$2.01$1.70$2.10$0.40
2024Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$1.47$2.18$0.71
2023Summary only. Only limited summary data is available for this year.$3.01$0.01$3.00$1.68$1.92$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.01$3.23$0.94$1.74$0.79
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.09$0.00$4.09$2.52$1.10$1.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.00$4.36$2.90$0.88$2.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.00$2.31$0.68$1.03$0.35
2018Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$1.71$0.73$0.98
2017Summary only. Only limited summary data is available for this year.$1.58$0.00$1.58$0.90$0.81$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.74$0.81$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.79$0.89$0.10
2014Summary only. Only limited summary data is available for this year.$1.57$0.00$1.57$0.72$0.91$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.00$1.73$0.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.00$1.56$0.87
2011Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.91$0.95$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.94