Civic Intelligence

Joseph L Barbonchielli And

EIN 94-3343590 • San Francisco, CA

1 Sansome Street 3500San Francisco, CA 94104
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-144%

Higher net margin than 4% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$37,500

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 23.2% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

22nd percentile

-4.8%

Faster asset growth than 22% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

0.4%

Faster revenue growth than 35% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$4,637,337

Down $232,752 (-4.8%) from 2023

Liabilities

Down

$0

Down $23 (-100%) from 2023

Net Assets

Down

$4,637,337

Down $232,729 (-4.8%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin4th percentile

Revenue

Up

$161,953

Up $595 (+0.4%) from 2023

Expenses

Up

$394,682

Up $5,243 (+1.3%) from 2023

Net Income

Down

-$232,729

Down $4,648 (-2.0%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,170,801Liabilities 2011: $0Net Assets 2011: $6,170,8012011Assets 2012: $5,860,441Liabilities 2012: $0Net Assets 2012: $5,860,4412012Assets 2013: $5,549,273Liabilities 2013: $0Net Assets 2013: $5,549,2732013Assets 2014: $5,646,519Liabilities 2014: $0Net Assets 2014: $5,646,5192014Assets 2015: $5,518,224Liabilities 2015: $3Net Assets 2015: $5,518,2212015Assets 2016: $5,407,805Liabilities 2016: $0Net Assets 2016: $5,407,8052016Assets 2017: $5,154,649Liabilities 2017: $0Net Assets 2017: $5,154,6492017Assets 2018: $5,366,670Liabilities 2018: $0Net Assets 2018: $5,366,6702018Assets 2019: $5,224,776Liabilities 2019: $0Net Assets 2019: $5,224,7762019Assets 2020: $5,509,112Liabilities 2020: $0Net Assets 2020: $5,509,1122020Assets 2021: $5,366,112Liabilities 2021: $0Net Assets 2021: $5,366,1122021Assets 2022: $5,098,147Liabilities 2022: $0Net Assets 2022: $5,098,1472022Assets 2023: $4,870,089Liabilities 2023: $23Net Assets 2023: $4,870,0662023Assets 2024: $4,637,337Liabilities 2024: $0Net Assets 2024: $4,637,3372024

Highlighted filing

2024

Assets$4,637,337
Liabilities$0
Net Assets$4,637,337
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $365,7892011Expenses 2012: $371,3352012Expenses 2013: $375,9112013Revenue 2014: $469,366Expenses 2014: $372,120Net Income 2014: $97,2462014Revenue 2015: $247,140Expenses 2015: $375,438Net Income 2015: -$128,2982015Revenue 2016: $261,792Expenses 2016: $372,211Net Income 2016: -$110,4192016Revenue 2017: $82,911Expenses 2017: $336,067Net Income 2017: -$253,1562017Revenue 2018: $577,844Expenses 2018: $365,823Net Income 2018: $212,0212018Revenue 2019: $244,478Expenses 2019: $386,372Net Income 2019: -$141,8942019Revenue 2020: $664,799Expenses 2020: $380,463Net Income 2020: $284,3362020Revenue 2021: $229,927Expenses 2021: $372,927Net Income 2021: -$143,0002021Revenue 2022: $97,208Expenses 2022: $365,173Net Income 2022: -$267,9652022Revenue 2023: $161,358Expenses 2023: $389,439Net Income 2023: -$228,0812023Revenue 2024: $161,953Expenses 2024: $394,682Net Income 2024: -$232,7292024

Highlighted filing

2024

Revenue$161,953
Expenses$394,682
Net Income-$232,729
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,637,337
Liabilities
$0
Net assets
$4,637,337
Revenue
$161,953
Expenses
$394,682
Net income
-$232,729
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.16$0.39$0.23
2023Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.16$0.39$0.23
2022Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.10$0.37$0.27
2021Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.23$0.37$0.14
2020Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.66$0.38$0.28
2019Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.24$0.39$0.14
2018Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.58$0.37$0.21
2017Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.08$0.34$0.25
2016Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.26$0.37$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.25$0.38$0.13
2014Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.47$0.37$0.10
2013Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.38
2012Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.37
2011Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 13, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLIFTON W OHMANPresident & CEOPT$37,500-$37,500
MARY K LOPEZTrustee\CFOPT$10,000-$10,000
JOANNA ROBERTSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph L Barbonchielli and
EIN
94-3343590
Phone
4154335446
Address
1 SANSOME STREET 3500, SAN FRANCISCO, CA 94104

Signing Officer

Name
Clifton W Ohman
Title
President
Signed
2025-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Clifton W Ohman
Address
1 Sansome St Ste 3500, San Francisco, CA 94104
Preparer
Clifton W Ohman
Phone
4154335446
Raw XML Appendix328 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.

Path#Value
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY K LOPEZ
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee\CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01 SAN SOME STREET SUITE 3500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11701 EUCALYPTUS DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21755 JACKSON STREET 609
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ReturnHeader/ReturnTs02025-02-13T16:38:59-08:00
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ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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