Civic Intelligence

Carpe Diem West

990EZ • Fiscal year 2019 • EIN 94-3373078

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 13, 2020

PO Box 3008Sausalito, CA 94966

(415) 332-2112

Siviq Scores

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

Liabilities / Assets

98th percentile

3.30x

Higher debt load relative to assets than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

5th percentile

-93%

Higher net margin than 5% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

98th percentile

$95,700

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 81.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

2nd percentile

-99%

Faster asset growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

15th percentile

-35%

Faster revenue growth than 15% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$2,278

Down $180,049 (-99%) from 2018

Net Assets

Down

-$5,238

Down $163,478 (-103%) from 2018

Liabilities

Down

$7,516

Down $16,571 (-69%) from 2018

Revenue

Down

$118,210

Down $63,443 (-35%) from 2018

Expenses

Down

$228,142

Down $58,376 (-20%) from 2018

Net Income

Down

-$109,932

Down $5,067 (-4.8%) from 2018

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2011: $309,874Liabilities 2011: $38,297Net Assets 2011: $271,5772011Assets 2012: $491,204Liabilities 2012: $262,347Net Assets 2012: $228,8572012Assets 2013: $529,617Liabilities 2013: $257,079Net Assets 2013: $272,5382013Assets 2014: $641,046Liabilities 2014: $8,005Net Assets 2014: $633,0412014Assets 2015: $310,941Liabilities 2015: $0Net Assets 2015: $310,9412015Assets 2016: $192,754Liabilities 2016: $25,747Net Assets 2016: $167,0072016Assets 2017: $279,886Liabilities 2017: $16,781Net Assets 2017: $263,1052017Assets 2018: $182,327Liabilities 2018: $24,087Net Assets 2018: $158,2402018Assets 2019: $2,278Liabilities 2019: $7,516Net Assets 2019: -$5,2382019Assets 2020: $1,658Liabilities 2020: $13,185Net Assets 2020: -$11,5272020

Highlighted filing

2019

Assets$2,278
Liabilities$7,516
Net Assets-$5,238

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $633,341Expenses 2011: $486,331Net Income 2011: $147,0102011Expenses 2012: $458,0832012Revenue 2013: $582,413Expenses 2013: $531,973Net Income 2013: $50,4402013Revenue 2014: $794,907Expenses 2014: $442,773Net Income 2014: $352,1342014Revenue 2015: $326,592Expenses 2015: $457,832Net Income 2015: -$131,2402015Revenue 2016: $316,527Expenses 2016: $443,150Net Income 2016: -$126,6232016Revenue 2017: $414,577Expenses 2017: $335,977Net Income 2017: $78,6002017Revenue 2018: $181,653Expenses 2018: $286,518Net Income 2018: -$104,8652018Revenue 2019: $118,210Expenses 2019: $228,142Net Income 2019: -$109,9322019Revenue 2020: $50,315Expenses 2020: $44,577Net Income 2020: $5,7382020

Highlighted filing

2019

Revenue$118,210
Expenses$228,142
Net Income-$109,932
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 13, 2020
Return Version
2019v5.0
Gross Receipts
$118,210
Mission and Program Overview

Mission

Carpe Diem West leads an innovation network of diverse western water leaders. Together, we develop new and sustainable responses to the impacts of climate change on water resources. Through this broad-based network, leaders access a collaborative framework, identify new approaches for addressing climate change impacts, share information quickly and integrate communication strategies and tools to promote success.

Program Services

DescriptionGrantsExpenses
Healthy Headwaters Program: The headwaters landscapes that provide most of the Wests water for cities, farms, businesses and ecosystems are fundamentally threatened by climate change. Downstream communities are concerned about their water security. These factors provide an opportunity to build the next generation of ecological protection and restoration.Carpe Diem Wests Healthy Headwaters Program supports an alliance of upstream land managers, downstream water utilities, scientists, economists, and conservation advocates whose goal is to increase the climate resiliency of the headwaters systems that provide water for the West. The Healthy Headwaters Program works to:Ensure clean abundant water for communities around the American WestConnect upstream and downstream communities in a shared mission to preserve water supplyBuild resilience for stressed watersheds as the climate changesSupport wise, multi-factored approaches to headwaters forest preservation and restoration$216,736-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kimery WiltshirePresident & CEOFT$95,700-$95,700
Holly HartmannDirector-$0--
Scott MillerPresident-$0--
Marguerite YoungDirector-$0--
Karl MorgensternDirector-$0--
Laura BrieferSecty & Compl-$0--
Filing and Contact Details

Filer

Filer Name
Carpe Diem West
EIN
94-3373078
Phone
4153322112
Address
PO Box 3008, Sausalito, CA 94966

Signing Officer

Name
Kimery Wiltshire
Title
President & CEO
Signed
2020-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Goranson and Associates Inc
Address
717 College Avenue First Floor, Santa Rosa, CA 95404
Preparer
Sally Westgate
Phone
7075421256
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $8075

Other Expenses.1007

Conferences, Conventions, and Meetings $683

Other Expenses.1012

Insurance $2549

Other Expenses.1

Program expenses $33389

Other Expenses.2

Convening Expenses $4279

Other Expenses.3

staff development $2450

Other Expenses.4

Payroll expenses $1655

Other Expenses.5

Other business expenses $885

Other Expenses.6

development expenses $832

Other Expenses.7

Travel and Mileage $126

Other Expenses.8

Subscriptions $126

Other Assets.1006

Pledges and Grants Receivable - Beginning $100000 Pledges and Grants Receivable - Ending $0

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $24087 Accounts Payable and Accrued Expenses - Ending $7516

Raw XML Appendix183 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Kimery Wiltshire
IRS990EZ/BooksInCareOfDetail/PhoneNum04153322112
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 3008
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sausalito
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094966
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt082327
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02278
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0118055
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-109932
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt018401
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0182327
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02278
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0118210
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0155
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0158240
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-5238
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0158240
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-5238
IRS990EZ/OccupancyRentUtltsAndMaintAmt012552
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt540.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt595700
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Holly Hartmann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Scott Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Marguerite Young
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Karl Morgenstern
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Laura Briefer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kimery Wiltshire
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secty & Compl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President & CEO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0100000
IRS990EZ/OtherChangesInNetAssetsAmt0-53546
IRS990EZ/OtherExpensesTotalAmt055049
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Carpe Diem West leads an innovation network of diverse western water leaders. Together, we develop new and sustainable responses to the impacts of climate change on water resources. Through this broad-based network, leaders access a collaborative framework, identify new approaches for addressing climate change impacts, share information quickly and integrate communication strategies and tools to promote success.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Healthy Headwaters Program: The headwaters landscapes that provide most of the Wests water for cities, farms, businesses and ecosystems are fundamentally threatened by climate change. Downstream communities are concerned about their water security. These factors provide an opportunity to build the next generation of ecological protection and restoration.Carpe Diem Wests Healthy Headwaters Program supports an alliance of upstream land managers, downstream water utilities, scientists, economists, and conservation advocates whose goal is to increase the climate resiliency of the headwaters systems that provide water for the West. The Healthy Headwaters Program works to:Ensure clean abundant water for communities around the American WestConnect upstream and downstream communities in a shared mission to preserve water supplyBuild resilience for stressed watersheds as the climate changesSupport wise, multi-factored approaches to headwaters forest preservation and restoration
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0216736
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0142140
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt024087
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07516
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0228142
IRS990EZ/TotalProgramServiceExpensesAmt0216736
IRS990EZ/TotalRevenueAmt0118210
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.carpediemwest.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0118055
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0179143
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0399564
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0297114
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0296075
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01289951
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0155
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0363
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0963
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013862
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt015343
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98820
IRS990ScheduleA/PublicSupportPY170Pct00.99190
IRS990ScheduleA/PublicSupportTotal170Amt01289951
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0118055
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0179143
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0399564
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0297114
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0296075
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01289951
IRS990ScheduleA/TotalSupportAmt01305294
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $8075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program expenses $33389
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Convening Expenses $4279
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5staff development $2450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Payroll expenses $1655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other business expenses $885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8development expenses $832
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Travel and Mileage $126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Subscriptions $126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Pledges and Grants Receivable - Beginning $100000 Pledges and Grants Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Payable and Accrued Expenses - Beginning $24087 Accounts Payable and Accrued Expenses - Ending $7516
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1001
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kimery Wiltshire
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carpe Diem West
ReturnHeader/Filer/BusinessNameControlTxt0CARP
ReturnHeader/Filer/EIN0943373078
ReturnHeader/Filer/PhoneNum04153322112
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3008
ReturnHeader/Filer/USAddress/CityNm0Sausalito
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094966
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455565460
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goranson and Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0717 College Avenue First Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Rosa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095404
ReturnHeader/PreparerPersonGrp/PhoneNum07075421256
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sally Westgate
ReturnHeader/ReturnTs02020-10-13T07:24:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings