Civic Intelligence

Goals for Women

990 • Fiscal year 2015 • EIN 95-4605707

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 19, 2016

1331 Garden HwySacramento, CA 95833

(916) 993-7710

Siviq Scores

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

Liabilities / Assets

95th percentile

1.21x

Higher debt load relative to assets than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

0.19x

Higher debt load relative to revenue than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

57th percentile

6.4%

Higher net margin than 57% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

88th percentile

$36,642

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

58th percentile

6.2%

Faster asset growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-33%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$39,024

Up $2,269 (+6.2%) from 2014

Net Assets

Up

-$8,245

Up $19,091 (+70%) from 2014

Liabilities

Down

$47,269

Down $16,822 (-26%) from 2014

Revenue

Down

$243,125

Down $121,333 (-33%) from 2014

Expenses

Down

$227,458

Down $133,370 (-37%) from 2014

Net Income

Up

$15,667

Up $12,037 (+332%) from 2014

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2011: $41,480Liabilities 2011: $44,636Net Assets 2011: -$3,1562011Assets 2012: $92,285Liabilities 2012: $94,934Net Assets 2012: -$2,6492012Assets 2013: $53,684Liabilities 2013: $84,650Net Assets 2013: -$30,9662013Assets 2014: $36,755Liabilities 2014: $64,091Net Assets 2014: -$27,3362014Assets 2015: $39,024Liabilities 2015: $47,269Net Assets 2015: -$8,2452015Assets 2016: $29,770Liabilities 2016: $44,327Net Assets 2016: -$14,5572016Assets 2017: $36,973Liabilities 2017: $32,630Net Assets 2017: $4,3432017Assets 2018: $36,973Liabilities 2018: $32,630Net Assets 2018: $4,3432018Assets 2019: $30,477Liabilities 2019: $2,159Net Assets 2019: $28,3182019

Highlighted filing

2015

Assets$39,024
Liabilities$47,269
Net Assets-$8,245

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $515,134Expenses 2011: $563,297Net Income 2011: -$48,1632011Revenue 2012: $575,153Expenses 2012: $574,646Net Income 2012: $5072012Expenses 2013: $399,3272013Revenue 2014: $364,458Expenses 2014: $360,828Net Income 2014: $3,6302014Revenue 2015: $243,125Expenses 2015: $227,458Net Income 2015: $15,6672015Revenue 2016: $178,721Expenses 2016: $169,046Net Income 2016: $9,6752016Revenue 2017: $155,896Expenses 2017: $136,996Net Income 2017: $18,9002017Revenue 2018: $155,896Expenses 2018: $136,996Net Income 2018: $18,9002018Revenue 2019: $155,267Expenses 2019: $133,052Net Income 2019: $22,2152019

Highlighted filing

2015

Revenue$243,125
Expenses$227,458
Net Income$15,667
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 19, 2016
Return Version
2014v6.0
Gross Receipts
$243,125
Mission and Program Overview

Mission

To improve the health, well-being, and self-sufficiency of under severed women of color and their families living in the greater east bay area of California

GOALS is a specialty mental health and women's empowerment organization targeting African American/Black women of no and very low income and their children and families who identify with the African American/Black experience in American and face mental health challenges

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable-$30,524-
Savings and Temporary Cash Investments$25,366$0▼ $25,366
Land, Buildings, and Equipment, Net$8,971$5,592▼ $3,379
Prepaid Expenses and Deferred Charges$3,807$0▼ $3,807
Cash and Non-Interest-Bearing Accounts$3,455$0▼ $3,455
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$44,505$39,024▼ $5,481
Other Assets Total$2,906$2,908▲ $2
Liabilities
Other Liabilities$41,068$34,407▼ $6,661
Deferred Revenue$25,000--
Accounts Payable and Accrued Expenses$2,349$12,862▲ $10,513
Total Liabilities$68,417$47,269▼ $21,148
Net Assets / Fund Balance
Unrestricted Net Assets$-23,912$-8,245▲ $15,667
Total Net Assets Fund Balance$-23,912$-8,245▲ $15,667
Total Liabilities and Net Assets / Fund Balance$44,505$39,024▼ $5,481

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,592$18,757-
Other Assets Org$2,906--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Gwen WilsonExecutive DirecFT$36,642$36,642

Board Members and Trustees

NameTitle
Treina FabreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$65,000
Program Service Revenue
$178,125
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$15,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$138,104
Salaries, Compensation, and Employee Benefits$89,354
Total Fundraising Expense$23,525
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$51,191$6,023$3,011$60,225
Current Officers, Directors, Trustees, and Key Employees$23,891$5,936$6,815$36,642
Payroll Taxes$16,123$4,006$4,600$24,729
Other Salaries and Wages$15,038$3,737$4,290$23,065
Advertising$13,861$1,631$815$16,307
Fees for Services Accounting$8,664$1,019$510$10,193
Fees for Services Other$6,910$813$406$8,129
Travel$5,842$687$344$6,873
Insurance$5,202$612$306$6,120
Information Technology$4,878$574$287$5,739
Other Employee Benefits$3,206$797$915$4,918
Other Expenses$3,705$436$224$4,141
Depreciation Depletion$2,872$338$169$3,379
All Other Expenses$1,558$181$310$2,049
Fees for Services Legal$523$62$31$616
Total Functional Expenses$175,647$28,286$23,525$227,458
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$32,808
Due to Bank$1,599
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

T.Fabre and G.Wilson are related. Note - T. Fabres term on the board is temporary due to difficulty GOALS had in identifying and securing qualified Board members. The plan is to transition her out immediately as a replacement is identified.

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

Organization does not have committees that act on behalf of the governing body

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

No review was or will be conducted.

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

The Board members review and determine the executive director compensation by considering the organizations financial health fully recognizing that she is responsible for both all administrative and clinical operations (As the supervising licensed clinician).

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

The executive director researches and proposes compensation packages for all employees. The board of directors reviews and approves these packages as part of the annual budget review process.

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

All available upon request

Filing and Contact Details

Filer

Filer Name
GOALS For Women
EIN
95-4605707
Phone
9169937710
Address
1331 Garden Hwy, Sacramento, CA 95833

Signing Officer

Name
Gwen Wilson
Title
Executive Director
Signed
2016-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gwen Wilson
Formed
2002
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
2
Employees
9
Volunteers
2

Preparer

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

Financial Statement Notes

Part X : FIN48 Footnote

The organization files annual tax returns with the internal revenue services and California franchise tax board. Filed tax returns can be challenged by the above taxing authorities subjecting the organization to income tax, penalties and interest. Generally, the organizations tax returns remain open for federal income tax examination for three years from the date of filing and four years for the state of California. It is managements option that there are no activities that would subject the organization to income tax assessments. Accordingly, no Provision for taxes or penalties is included in these financial statements.

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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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IRS990/Desc0GOALS increased its capacity to provide services to more clients by hiring additional qualified staff who provided services to over 110 clients and 168 children for the BHCS program, 16 clients (parents and children) under Prescott Joseph M.O.U., and 34 clients under the City of Berkley contract. Demographics were 863% African American, 7% Caucasian, 6% (mixed race), 3% Latino and 1% Asian. Total Counseling and case management hours exceeded 201 with 81Z% rate of Engagement/retention and client treatment. Several clients completed high School SEG and 2 year college programs and vocation training and academic courses increasing their ability to transition from welfare to work. Some left the CALWORKS rolls. Some were ne to CALWORKS after losing jobs during the economic downturn, but are engaged in welfare to work plans to regain employment. Other measurable outcome included increased feelings of control, strengthened ability to cope, less severe and shorter depression terms, less worry and anxiety, increased sleep and concentration; greater feelings of empowerment, self-esteem, motivation and confidence in parenting skills and relationship with their children/families. Children's emotional needs were taken care of as we started to serve more teens and children.
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt044592
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010992
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02038612
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt132808
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Bank
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAXES PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization files annual tax returns with the internal revenue services and California franchise tax board. Filed tax returns can be challenged by the above taxing authorities subjecting the organization to income tax, penalties and interest. Generally, the organizations tax returns remain open for federal income tax examination for three years from the date of filing and four years for the state of California. It is managements option that there are no activities that would subject the organization to income tax assessments. Accordingly, no Provision for taxes or penalties is included in these financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt02908
IRS990ScheduleD/TotalLiabilityAmt034407
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0T.Fabre and G.Wilson are related. Note - T. Fabres term on the board is temporary due to difficulty GOALS had in identifying and securing qualified Board members. The plan is to transition her out immediately as a replacement is identified.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Organization does not have committees that act on behalf of the governing body
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Board members review and determine the executive director compensation by considering the organizations financial health fully recognizing that she is responsible for both all administrative and clinical operations (As the supervising licensed clinician).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The executive director researches and proposes compensation packages for all employees. The board of directors reviews and approves these packages as part of the annual budget review process.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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