Civic Intelligence

The Greenlining Institute

990 • Fiscal year 2013 • EIN 94-3173571

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 08, 2014

1918 University Avenue 2nd Floor94704

(510) 841-4585

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

17th percentile

0.05x

Higher debt load relative to revenue than 17% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

32nd percentile

-0.7%

Higher net margin than 32% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

63rd percentile

$205,943

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

27th percentile

-1.7%

Faster asset growth than 27% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

63rd percentile

8.9%

Faster revenue growth than 63% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Assets

Down

$18,140,147

Down $304,826 (-1.7%) from 2012

Net Assets

Up

$17,892,409

Up $390,774 (+2.2%) from 2012

Liabilities

Down

$247,738

Down $695,600 (-74%) from 2012

Revenue

Up

$4,899,857

Up $400,457 (+8.9%) from 2012

Expenses

Up

$4,934,421

Up $353,061 (+7.7%) from 2012

Net Income

Up

-$34,564

Up $47,396 (+58%) from 2012

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $18,169,667Liabilities 2011: $1,033,547Net Assets 2011: $17,136,1202011Assets 2012: $18,444,973Liabilities 2012: $943,338Net Assets 2012: $17,501,6352012Assets 2013: $18,140,147Liabilities 2013: $247,738Net Assets 2013: $17,892,4092013Assets 2014: $19,809,367Liabilities 2014: $181,547Net Assets 2014: $19,627,8202014Assets 2015: $22,833,781Liabilities 2015: $4,249,075Net Assets 2015: $18,584,7062015Assets 2016: $22,777,046Liabilities 2016: $4,348,260Net Assets 2016: $18,428,7862016Assets 2017: $23,850,019Liabilities 2017: $4,288,492Net Assets 2017: $19,561,5272017Assets 2018: $22,945,313Liabilities 2018: $4,774,555Net Assets 2018: $18,170,7582018Assets 2019: $26,080,987Liabilities 2019: $5,267,834Net Assets 2019: $20,813,1532019Assets 2020: $32,889,652Liabilities 2020: $5,534,132Net Assets 2020: $27,355,5202020Assets 2021: $61,676,521Liabilities 2021: $5,602,371Net Assets 2021: $56,074,1502021Assets 2022: $36,442,433Liabilities 2022: $947,055Net Assets 2022: $35,495,3782022Assets 2023: $41,080,084Liabilities 2023: $1,080,780Net Assets 2023: $39,999,3042023Assets 2024: $44,360,212Liabilities 2024: $967,474Net Assets 2024: $43,392,7382024

Highlighted filing

2013

Assets$18,140,147
Liabilities$247,738
Net Assets$17,892,409

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $4,260,128Expenses 2011: $3,907,911Net Income 2011: $352,2172011Revenue 2012: $4,499,400Expenses 2012: $4,581,360Net Income 2012: -$81,9602012Revenue 2013: $4,899,857Expenses 2013: $4,934,421Net Income 2013: -$34,5642013Revenue 2014: $6,014,310Expenses 2014: $4,017,816Net Income 2014: $1,996,4942014Revenue 2015: $4,901,512Expenses 2015: $5,210,185Net Income 2015: -$308,6732015Revenue 2016: $4,364,106Expenses 2016: $4,854,425Net Income 2016: -$490,3192016Revenue 2017: $6,895,508Expenses 2017: $6,411,180Net Income 2017: $484,3282017Revenue 2018: $5,950,010Expenses 2018: $6,599,110Net Income 2018: -$649,1002018Revenue 2019: $8,334,324Expenses 2019: $6,893,178Net Income 2019: $1,441,1462019Revenue 2020: $12,360,565Expenses 2020: $6,353,744Net Income 2020: $6,006,8212020Revenue 2021: $35,210,905Expenses 2021: $6,988,298Net Income 2021: $28,222,6072021Revenue 2022: $9,488,422Expenses 2022: $12,227,148Net Income 2022: -$2,738,7262022Revenue 2023: $12,175,730Expenses 2023: $13,163,990Net Income 2023: -$988,2602023Revenue 2024: $11,953,661Expenses 2024: $11,648,858Net Income 2024: $304,8032024

Highlighted filing

2013

Revenue$4,899,857
Expenses$4,934,421
Net Income-$34,564
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 8, 2014
Return Version
2013v3.0
Gross Receipts
$10,536,089
Mission and Program Overview

Mission

The Greenlining Institute works to bring the American Dream within reach of all, regardless of race or income. In a nation where people of color will make up the majority of our population by 2043, America will prosper only if communities of color prosper.

The Greenlining Institute works to bring the American Dream within reach of all, regardless of race or income. In a nation where people of color will make up the majority of our population by 2043, we believe that America will prosper only if communities of color prosper.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$10,207,963$8,750,921▼ $1,457,042
Land, Buildings, and Equipment, Net$5,315,509$7,269,461▲ $1,953,952
Savings and Temporary Cash Investments$1,925,298$1,443,847▼ $481,451
Pledges and Grants Receivable$606,789$518,647▼ $88,142
Accounts Receivable$321,382$115,845▼ $205,537
Prepaid Expenses and Deferred Charges$53,708$36,360▼ $17,348
Cash and Non-Interest-Bearing Accounts$14,324$5,066▼ $9,258
Total Assets$18,444,973$18,140,147▼ $304,826
Liabilities
Mortgage Notes Payable Secured by Investment Property$749,598$0▼ $749,598
Accounts Payable and Accrued Expenses$193,740$247,738▲ $53,998
Total Liabilities$943,338$247,738▼ $695,600
Net Assets / Fund Balance
Unrestricted Net Assets$16,712,912$16,096,810▼ $616,102
Temporarily Rstr Net Assets$788,723$1,795,599▲ $1,006,876
Total Net Assets Fund Balance$17,501,635$17,892,409▲ $390,774
Total Liabilities and Net Assets / Fund Balance$18,444,973$18,140,147▼ $304,826

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,667,878$1,314,426$6,982,304
Land$1,492,000-$1,492,000
Equipment$109,583$479,186$588,769
Other Securities$8,750,921--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Orson AguilarExecutive DirectorFT$186,826$19,117$205,943

Board Members and Trustees

NameTitle
George DeanCo-Chairperson
Ortensia LopezCo-Chairperson
Alfred Fraijo JrDirector
Darlene MarDirector
Jessica BuendiaDirector
Olga TalamanteDirector
Robert ApodacaDirector
Rosario AnayaDirector
Tunua Thrash-NtukDirector
Yusef FreemanDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Briones International LLCAccounting Services-$128,400
Revenue and Support

Revenue Composition

Contributions and Grants
$2,653,389
Program Service Revenue
$1,164,873
Investment Income
$728,556
Other Revenue
$353,039
All Other Contributions
$2,653,389
Change in Net Assets
$-34,564

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,899,857
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$425,337
Total Revenue per Audited Statements
$5,325,194
Total Revenue per Form 990
$4,899,857
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,958,198
Other Expenses$1,881,140
Grants and Similar Amounts Paid$95,083
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,005,198$226,281-$2,231,479
Fees for Services Other$274,099$63,712-$337,811
Conferences and Meetings$289,011--$289,011
Other Employee Benefits$220,490$25,924-$246,414
Current Officers, Directors, Trustees, and Key Employees$168,873$37,070-$205,943
Payroll Taxes$183,574$22,037-$205,611
Travel$152,342$18,638-$170,980
Depreciation Depletion$155,596$13,903-$169,499
Fees for Services Accounting$117,524$49,613-$167,137
Advertising$106,330$40,166-$146,496
Office Expenses$83,646$37,197-$120,843
Fees for Service Investment Mgmnt Fees-$97,604-$97,604
Grants to Domestic Individuals$95,083--$95,083
Pension Plan Contributions$62,189$6,562-$68,751
Occupancy$22,567$35,936-$58,503
Other Expenses$40,235$4,647-$44,882
Insurance$23,990$20,468-$44,458
All Other Expenses$23,529$12,119-$35,648
Interest$150$17,320-$17,470
Fees for Services Legal$105$45-$150
Total Functional Expenses$4,131,204$803,217$0$4,934,421

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,934,420
Total Expenses per Audited Statements$4,934,420
Total Expenses per Form 990$4,934,420
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
John GamboaFormer Executive DirectorConsulting servicesNo$12,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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 11

Form 990 is reviewed at board meetings by the full board and is formally accepted by vote.

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

Board Members are required to fill out a conflict of interest checklist on an annual basis.

Form 990, Part VI, Section B, line 15

A review of non profit Executive Director's salaries in similar fields is conducted on an annual basis. The salary review for key employees is the same as the review of the Executive Director.

Form 990, Part VI, Section C, line 19

Information provided upon request.

Filing and Contact Details

Filer

EIN
94-3173571
Phone
5108414585

Signing Officer

Name
Orson Aguilar
Title
Executive Director
Phone
5108414585
Signed
2014-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Orson Aguilar
Formed
1993
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
59
Volunteers
0

Preparer

Preparer
Tonetta Conner CPA
Phone
6264036801
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

Greenlining is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d Generally accepted accounting principles accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by Greenlining in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Greelining's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed.

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IRS990/MissionDesc0The Greenlining Institute works to bring the American Dream within reach of all, regardless of race or income. In a nation where people of color will make up the majority of our population by 2043, we believe that America will prosper only if communities of color prosper.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Leadership Academy - The Greenlining Academy works to empower and develop the next generation of multi-ethnic leaders to advance racial and economic equity and create positive social change. We seek to develop a network of visionary leaders ready to work across racial and ethnic lines to address America's most pressing problems and develop sustainable solutions rooted in equity and justice.
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IRS990/ProgSrvcAccomActy3Grp/Desc0TCE Health Equity - Greenlining is placing six Health Equity Fellows within The California Endowments philanthropic programs to address community health disparities in California.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0Economic Equity (BIMP) - empowering communities of color through homeownership, minority-owned businesses, financial industry and regulatory accountability to ensure that public and private policies allow all communities to realize their full economic potential.Health - brings the voices of communities of color into critical decisions that effect all of our lives and health. Greenlining efforts in this area include health care reform, insurer accountability, and health industry diversity.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.4$0.97$43.4$12.0$11.6$0.30
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.1$1.08$40.0$12.2$13.2$0.99
2022Detailed filing. Detailed filing data is available for this year.$36.4$0.95$35.5$9.49$12.2$2.74
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.7$5.60$56.1$35.2$6.99$28.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.9$5.53$27.4$12.4$6.35$6.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.1$5.27$20.8$8.33$6.89$1.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.9$4.77$18.2$5.95$6.60$0.65
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.9$4.29$19.6$6.90$6.41$0.48
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.8$4.35$18.4$4.36$4.85$0.49
2015Detailed filing. Detailed filing data is available for this year.$22.8$4.25$18.6$4.90$5.21$0.31
2014Detailed filing. Detailed filing data is available for this year.$19.8$0.18$19.6$6.01$4.02$2.00
2013Detailed filing. Detailed filing data is available for this year.$18.1$0.25$17.9$4.90$4.93$0.03
2012Summary only. Only limited summary data is available for this year.$18.4$0.94$17.5$4.50$4.58$0.08
2011Summary only. Only limited summary data is available for this year.$18.2$1.03$17.1$4.26$3.91$0.35
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $10M-$25M nonprofits