Civic Intelligence

Sosmentor

990 • Fiscal year 2016 • EIN 95-4722980

Jul 01, 2015 to Jun 30, 2016 • Filed on May 12, 2017

23622 Calabasas Road No 146Calabasas, CA 91302

(818) 222-4243

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.01x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

47th percentile

2.0%

Higher net margin than 47% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

93rd percentile

$53,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 19.4% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

42nd percentile

-1.4%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

26%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$152,481

Down $2,240 (-1.4%) from 2015

Net Assets

Down

$149,038

Down $2,240 (-1.5%) from 2015

Liabilities

Flat

$3,443

Flat from 2015

Revenue

Up

$272,615

Up $56,853 (+26%) from 2015

Expenses

Down

$267,095

Down $24,326 (-8.3%) from 2015

Net Income

Up

$5,520

Up $81,179 (+107%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $113,063Liabilities 2011: $9,082Net Assets 2011: $103,9812011Assets 2012: $128,898Liabilities 2012: $13,099Net Assets 2012: $115,7992012Assets 2013: $185,894Liabilities 2013: $14,833Net Assets 2013: $171,0612013Assets 2014: $246,782Liabilities 2014: $14,900Net Assets 2014: $231,8822014Assets 2015: $154,721Liabilities 2015: $3,443Net Assets 2015: $151,2782015Assets 2016: $152,481Liabilities 2016: $3,443Net Assets 2016: $149,0382016Assets 2017: $156,760Liabilities 2017: $3,464Net Assets 2017: $153,2962017Assets 2018: $100,582Liabilities 2018: $3,682Net Assets 2018: $96,9002018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2016

Assets$152,481
Liabilities$3,443
Net Assets$149,038

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $274,855Expenses 2011: $260,242Net Income 2011: $14,6132011Revenue 2012: $228,459Expenses 2012: $216,641Net Income 2012: $11,8182012Expenses 2013: $198,6762013Revenue 2014: $283,525Expenses 2014: $237,101Net Income 2014: $46,4242014Revenue 2015: $215,762Expenses 2015: $291,421Net Income 2015: -$75,6592015Revenue 2016: $272,615Expenses 2016: $267,095Net Income 2016: $5,5202016Revenue 2017: $241,081Expenses 2017: $236,823Net Income 2017: $4,2582017Revenue 2018: $119,189Expenses 2018: $175,585Net Income 2018: -$56,3962018Revenue 2019: $52,446Expenses 2019: $149,346Net Income 2019: -$96,9002019

Highlighted filing

2016

Revenue$272,615
Expenses$267,095
Net Income$5,520
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Gross Receipts
$294,104
Mission and Program Overview

Mission

Sosmentor's mission is to decrease the alarming rates of childhood obesity and related illnesses by educating underserved youth in health, nutrition and fitness and by motivating them to make healthy lifestyle choices and become health advocates in their schools, their families, and their communities.

To educate and motivate underserved youth through after school mentoring programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$153,168$76,909▼ $76,259
Savings and Temporary Cash Investments$1,000$75,019▲ $74,019
Prepaid Expenses and Deferred Charges$553$553→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$154,721$152,481▼ $2,240
Liabilities
Accounts Payable and Accrued Expenses$3,443$3,443→ $0
Total Liabilities$3,443$3,443→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$151,278$149,038▼ $2,240
Total Net Assets Fund Balance$151,278$149,038▼ $2,240
Total Liabilities and Net Assets / Fund Balance$154,721$152,481▼ $2,240

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$5,378$5,378
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Robert DonahueExecutive DirectorFT$53,000$53,000

Board Members and Trustees

NameTitle
Hilarie MuradPresident
Jan SteinVice President
Alan BernsteinBoard Member
Barrie SegallBoard Member
Carole DonahueBoard Member
Carole Shandler JdBoard Member
David KohnBoard Member
Dr Anu PakanatiBoard Member
Dr Sumi KawarataniBoard Member
Lisa TollmanBoard Member
Michael ArlenBoard Member
Michael T GreenBoard Member
Patti BehrBoard Member
Paula KendrickBoard Member
Rita HendersonBoard Member
Sarah FarnhamBoard Member
Tk PillanBoard Member
Todd JohnsonBoard Member
Tuan DoBoard Member
Emily NorensbergSecretary
Margarent KarrenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$273,305
Program Service Revenue
$8,750
Investment Income
$25
Other Revenue
$-9,465
All Other Contributions
$241,218
Change in Net Assets
$5,520
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$151,547
Other Expenses$87,820
Total Fundraising Expense$37,208
Professional Fundraising Fees$27,728
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$67,927$11,740$4,193$83,860
Current Officers, Directors, Trustees, and Key Employees$43,546$7,526$2,688$53,760
Fees for Services Professional Fundraising--$27,728$27,728
Fees for Services Other$16,819--$16,819
Occupancy$12,336$2,106$602$15,044
Insurance$8,983$1,534$438$10,955
Payroll Taxes$8,886$1,517$433$10,836
Fees for Services Accounting-$7,333-$7,333
Office Expenses$5,007$865$309$6,181
Travel$4,733$808$231$5,772
Other Employee Benefits$2,534$433$124$3,091
Other Expenses$1,567$268$76$1,911
All Other Expenses$1,485$253$71$1,809
Conferences and Meetings$1,035$177$50$1,262
Information Technology$393-$131$524
Total Functional Expenses$194,859$35,028$37,208$267,095
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$27,728
Gaming Direct Expenses$15,783
Gaming Gross Income$10,149
Fundraising Direct Expenses$5,706
Fundraising Gross Income$1,815

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Healthy Kids Honoree Luncheon$33,902$1,815$840$975
Total Events$33,902$1,815$5,706$-3,891
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Robert DonahueRobert Donahue Is the Family Member of Board Member Carol Donahue.ROBERT DONAHUE EXECUTIVE DIRECTOR WAS COMPENSATED $53,000 FOR SERVICES RENDERED TO THE ORGANIZATION.No$53,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
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
No
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 A, Line 2

Board member carole donahue and executive director robert donahue have a family relationship.

Form 990, Part VI, Section B, Line 11

A copy of the draft form 990 is distributed to all members of the board of directors several days prior to a board meeting. Board members are instructed to review it and make any comments they have, prior to or at the meeting. All comments are discussed at the board meeting and all board members acknowledge their review.

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

A conflict of interest questionnaire is provided to all members of the board of directors several days prior to its annual board meeting. They are required to disclose any previously undisclosed conflicts of interests. The executive director and the executive secretary are responsible for monitoring the compliance of the policy.

Form 990, Part VI, Section B, Line 15A

Members of the executive committee review and determine the compensation of the executive director by using comparability data independently, without the participation of interested persons.

Form 990, Part VI, Section C, Line 19

The bylaws and conflict of interest policy are available upon request. The form 990 serves as the financial statement available to the public.

Filing and Contact Details

Filer

Filer Name
Sosmentor
EIN
95-4722980
Phone
8182224243
Address
23622 CALABASAS ROAD NO 146, CALABASAS, CA 91302

Signing Officer

Name
Robert Donahue
Title
Executive Director
Phone
8182224243
Signed
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Donahue
Formed
2000
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
20
Employees
4
Volunteers
640

Preparer

Firm
Green Hasson & Janks Llp
Address
10990 WILSHIRE BLVD 16TH FLOOR, LOS ANGELES, CA 90024-3929
Preparer
Lauren a Haverlock
Phone
3108731600
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
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