Civic Intelligence

California Student Public Interest Research Group Inc

990 • Fiscal year 2017 • EIN 95-2809351

Sep 01, 2016 to Aug 31, 2017 • Filed on Jul 13, 2018

483 9th StreetOakland, CA 94607

(916) 448-4516

Siviq Scores

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

Liabilities / Assets

65th percentile

0.18x

Higher debt load relative to assets than 65% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.40x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Net Margin

74th percentile

23%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

74th percentile

$42,828

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Asset Growth

70th percentile

9.1%

Faster asset growth than 70% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

13%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,721,474

Up $143,131 (+9.1%) from 2016

Net Assets

Up

$1,412,039

Up $177,728 (+14%) from 2016

Liabilities

Down

$309,435

Down $34,597 (-10%) from 2016

Revenue

Up

$777,887

Up $89,632 (+13%) from 2016

Expenses

Down

$600,159

Down $72,081 (-11%) from 2016

Net Income

Up

$177,728

Up $161,713 (+1010%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,587,832Liabilities 2011: $248,798Net Assets 2011: $1,339,0342011Assets 2012: $1,463,080Liabilities 2012: $134,670Net Assets 2012: $1,328,4102012Assets 2013: $1,499,910Liabilities 2013: $198,208Net Assets 2013: $1,301,7022013Assets 2014: $1,403,239Liabilities 2014: $244,232Net Assets 2014: $1,159,0072014Assets 2015: $1,465,174Liabilities 2015: $246,878Net Assets 2015: $1,218,2962015Assets 2016: $1,578,343Liabilities 2016: $344,032Net Assets 2016: $1,234,3112016Assets 2017: $1,721,474Liabilities 2017: $309,435Net Assets 2017: $1,412,0392017Assets 2018: $1,793,315Liabilities 2018: $301,440Net Assets 2018: $1,491,8752018Assets 2019: $1,908,250Liabilities 2019: $310,382Net Assets 2019: $1,597,8682019Assets 2020: $2,130,440Liabilities 2020: $348,968Net Assets 2020: $1,781,4722020Assets 2021: $2,295,280Liabilities 2021: $400,688Net Assets 2021: $1,894,5922021Assets 2022: $2,985,047Liabilities 2022: $999,769Net Assets 2022: $1,985,2782022Assets 2023: $2,124,304Liabilities 2023: $124,895Net Assets 2023: $1,999,4092023Assets 2024: $2,507,743Liabilities 2024: $228,027Net Assets 2024: $2,279,7162024

Highlighted filing

2017

Assets$1,721,474
Liabilities$309,435
Net Assets$1,412,039

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $688,0252011Expenses 2012: $475,8932012Revenue 2013: $591,210Expenses 2013: $617,918Net Income 2013: -$26,7082013Revenue 2014: $501,797Expenses 2014: $644,492Net Income 2014: -$142,6952014Revenue 2015: $670,154Expenses 2015: $610,865Net Income 2015: $59,2892015Revenue 2016: $688,255Expenses 2016: $672,240Net Income 2016: $16,0152016Revenue 2017: $777,887Expenses 2017: $600,159Net Income 2017: $177,7282017Revenue 2018: $786,937Expenses 2018: $707,101Net Income 2018: $79,8362018Revenue 2019: $753,557Expenses 2019: $647,564Net Income 2019: $105,9932019Revenue 2020: $850,195Expenses 2020: $666,591Net Income 2020: $183,6042020Revenue 2021: $695,726Expenses 2021: $582,606Net Income 2021: $113,1202021Revenue 2022: $815,623Expenses 2022: $724,937Net Income 2022: $90,6862022Revenue 2023: $453,827Expenses 2023: $463,761Net Income 2023: -$9,9342023Revenue 2024: $765,022Expenses 2024: $537,114Net Income 2024: $227,9082024

Highlighted filing

2017

Revenue$777,887
Expenses$600,159
Net Income$177,728
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jul 13, 2018
Return Version
2016v3.0
Gross Receipts
$777,887
Mission and Program Overview

Mission

The specific and primary purposes for which this corporation is formed are to identify and evaluate issues involving public policy and the public interest; to coordinate effotrs of analysis and research between existing public interest groups and the academic sectors of society; to present active and responsible representation before legislative, administrative and regulatory bodies and agencies and when so deemed necessary, to pursue redress of grievances to the interest of the public through litigation and other legal means.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$462,756$631,735▲ $168,979
Accounts Receivable$382,802$582,125▲ $199,323
Savings and Temporary Cash Investments$731,415$506,461▼ $224,954
Land, Buildings, and Equipment, Net$870$653▼ $217
Prepaid Expenses and Deferred Charges$500$500→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,578,343$1,721,474▲ $143,131
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$344,032$309,435▼ $34,597
Total Liabilities$344,032$309,435▼ $34,597
Net Assets / Fund Balance
Unrestricted Net Assets$1,234,311$1,412,039▲ $177,728
Total Net Assets Fund Balance$1,234,311$1,412,039▲ $177,728
Total Liabilities and Net Assets / Fund Balance$1,578,343$1,721,474▲ $143,131

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$653$14,737-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer EngstromOrganizing DirectorPT$35,865$6,963$42,828

Board Members and Trustees

NameTitle
Jamie KennerkBoard Chair
Andrew GarciaVice Chair
Adrianna MunozDirector
Bayardo AlvarezDirector
Bridget PoiselDirector
Emily CastelazoDirector
Emma WhitsonDirector
Esther CarbodoDirector
Eustaquio AguilarDirector
Kalista WilsonDirector
Katie FilarDirector
Khrystal AlasDirector
Kol ChaikenDirector
Luis CancheDirector
Maddie ElliottDirector
Mary ZhangDirector
Miguel RamirezDirector
Moises DeliraDirector
Mya HoDirector
Nick PapazyanDirector
Nita MirzaDirector
Ron PachecoDirector
Rona BergerDirector
Shaela GormanDirector
Steven RussumDirector
Petra FavoriteAt-Large
Sophie HaddadAt-Large
Noa MillsSecretary
Jennifer ManningTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$599,597
Program Service Revenue
$176,504
Investment Income
$1,786
Other Revenue
$0
All Other Contributions
$599,597
Change in Net Assets
$177,728
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$319,074
Other Expenses$281,085
Total Fundraising Expense$39,549
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$186,521$23,315$23,318$233,154
Fees for Services Other$20,915$62,748-$83,663
Current Officers, Directors, Trustees, and Key Employees$28,693$3,586$3,586$35,865
Travel$23,430$2,929$2,929$29,288
Payroll Taxes$17,914$2,239$2,239$22,392
Occupancy$16,482$2,060$2,060$20,602
Pension Plan Contributions$11,258$1,407$1,407$14,072
Other Employee Benefits$10,873$1,359$1,359$13,591
Fees for Services Accounting-$8,766-$8,766
Office Expenses$5,448$1,475$619$7,542
Insurance-$6,396-$6,396
Conferences and Meetings$4,497--$4,497
Information Technology$1,910$239$239$2,388
Other Expenses$910$114$113$1,137
Depreciation Depletion$174$22$21$217
Total Functional Expenses$442,295$118,315$39,549$600,159
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
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, Line 8: Explanation of No Contemporaneously Documentation of Meetings

The organization's governing body had no committees.

Form 990, Part VI, Line 11B: Form 990 Review Process

The draft 990 is sent to all board members prior to the return being finalized.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

To monitor and enforce compliance with the conflict of interest policy, the organization requires all officers, directors and individuals with substantial influence over the organization to complete an annual statement disclosing to the board any business, contractual or financial relationships the person has with other corporations. In addition, said persons have an ongoing obligation to disclose to the board any financial interest, direct or indirect, that the person would gain from any particular transaction, contract or policy under consideration by the organization. The board must address potential conflicts on a case-by-case basis, conflicted persons must abstain from the deliberation of the transaction, and corporate records must be maintained.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The Compensation Committee will establish acceptable compensation packages after reviewing at least one of the following: 1) Information about compensation paid by similarly situated tax-exempt organizations for similar services; 2) current compensation surveys compiled by independent firms; or 3) actual written offers from similarly situated organizations. Documentation of the compensation deliberation and decision is kept on file.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The Compensation Committee will establish acceptable compensation packages after reviewing at least one of the following: 1) Information about compensation paid by similarly situated tax-exempt organizations for similar services; 2) current compensation surveys compiled by independent firms; or 3) actual written offers from similarly situated organizations. Documentation of the compensation deliberation and decision is kept on file.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization's governing documents, conflict of interest policy and financialstatements are kept in our office and are not available to the public.

Filing and Contact Details

Filer

Filer Name
California Student Public Interest
EIN
95-2809351
Phone
9164484516
Address
483 9th Street, Oakland, CA 94607

Signing Officer

Name
Jennifer Engstrom
Title
Organizing Director
Signed
2018-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jamie Kennerk
Formed
1972
Legal Domicile
CA
Voting Board Members
28
Independent Board Members
28
Employees
26
Volunteers
1,500

Preparer

Firm
Davis & Co CPAs PC
Address
9457 S University Blvd 410, Highlands Ranch, CO 80126
Preparer
James M Davis
Phone
3037916800
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

The Organization is exempt from federal and state income taxes under IRS Code Section 501(c)(4), has no items of unrelated business income, and believes it has complied with all requirements necessary to maintain its status.

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IRS990/Desc0Research: Staff engage in activities including research and education on the following issues:21st century transportationHealth care reformGetting to graduationNew voters projectHigher educationTextbooksHunger and homelessnessSave our oceans
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IRS990/Form990PartVIISectionAGrp/PersonNm6Katie Filar
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IRS990/Form990PartVIISectionAGrp/PersonNm9Rona Berger
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IRS990/Form990PartVIISectionAGrp/PersonNm13Bridget Poisel
IRS990/Form990PartVIISectionAGrp/PersonNm14Jamie Kennerk
IRS990/Form990PartVIISectionAGrp/PersonNm15Andrew Garcia
IRS990/Form990PartVIISectionAGrp/PersonNm16Emily Castelazo
IRS990/Form990PartVIISectionAGrp/PersonNm17Mary Zhang
IRS990/Form990PartVIISectionAGrp/PersonNm18Esther Carbodo
IRS990/Form990PartVIISectionAGrp/PersonNm19Mya Ho
IRS990/Form990PartVIISectionAGrp/PersonNm20Miguel Ramirez
IRS990/Form990PartVIISectionAGrp/PersonNm21Luis Canche
IRS990/Form990PartVIISectionAGrp/PersonNm22Khrystal Alas
IRS990/Form990PartVIISectionAGrp/PersonNm23Kol Chaiken
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IRS990/Form990PartVIISectionAGrp/PersonNm26Ron Pacheco
IRS990/Form990PartVIISectionAGrp/PersonNm27Bayardo Alvarez
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IRS990/Form990PartVIISectionAGrp/PersonNm29Jennifer Engstrom
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2At-Large
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt15Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24Director
IRS990/Form990PartVIISectionAGrp/TitleTxt25Director
IRS990/Form990PartVIISectionAGrp/TitleTxt26Director
IRS990/Form990PartVIISectionAGrp/TitleTxt27Director
IRS990/Form990PartVIISectionAGrp/TitleTxt28Director
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IRS990/MissionDesc0The specific and primary purposes for which this corporation is formed are to identify and evaluate issues involving public policy and the public interest; to coordinate effotrs of analysis and research between existing public interest groups and the academic sectors of society; to present active and responsible representation before legislative, administrative and regulatory bodies and agencies and when so deemed necessary, to pursue redress of grievances to the interest of the public through litigation and other legal means.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.23$2.28$0.77$0.54$0.23
2023Summary only. Only limited summary data is available for this year.$2.12$0.12$2.00$0.45$0.46$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$1.00$1.99$0.82$0.72$0.09
2021Summary only. Only limited summary data is available for this year.$2.30$0.40$1.89$0.70$0.58$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.35$1.78$0.85$0.67$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.31$1.60$0.75$0.65$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.30$1.49$0.79$0.71$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.72$0.31$1.41$0.78$0.60$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.34$1.23$0.69$0.67$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.47$0.25$1.22$0.67$0.61$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.40$0.24$1.16$0.50$0.64$0.14
2013Summary only. Only limited summary data is available for this year.$1.50$0.20$1.30$0.59$0.62$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.13$1.33$0.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.25$1.34$0.69
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • $1M-$5M nonprofits