Civic Intelligence

Catalyst California

990 • Fiscal year 2015 • EIN 95-4835230

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 08, 2016

1910 West Sunset Blvd SteLos Angeles, CA 90026

(213) 989-1300

Siviq Scores

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

Liabilities / Assets

29th percentile

0.07x

Higher debt load relative to assets than 29% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

19th percentile

0.07x

Higher debt load relative to revenue than 19% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

48th percentile

2.6%

Higher net margin than 48% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

64th percentile

$216,026

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

57th percentile

2.9%

Faster asset growth than 57% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

66th percentile

9.4%

Faster revenue growth than 66% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Up

$11,759,634

Up $332,696 (+2.9%) from 2014

Net Assets

Up

$10,960,810

Up $183,745 (+1.7%) from 2014

Liabilities

Up

$798,824

Up $148,951 (+23%) from 2014

Revenue

Up

$12,232,213

Up $1,053,257 (+9.4%) from 2014

Expenses

Down

$11,916,647

Down $119,673 (-1.0%) from 2014

Net Income

Up

$315,566

Up $1,172,930 (+137%) from 2014

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $8,748,289Liabilities 2010: $402,760Net Assets 2010: $8,345,5292010Assets 2011: $8,529,131Liabilities 2011: $491,686Net Assets 2011: $8,037,4452011Assets 2012: $12,847,333Liabilities 2012: $463,315Net Assets 2012: $12,384,0182012Assets 2013: $11,799,293Liabilities 2013: $381,862Net Assets 2013: $11,417,4312013Assets 2014: $11,426,938Liabilities 2014: $649,873Net Assets 2014: $10,777,0652014Assets 2015: $11,759,634Liabilities 2015: $798,824Net Assets 2015: $10,960,8102015Assets 2016: $13,151,567Liabilities 2016: $1,478,401Net Assets 2016: $11,673,1662016Assets 2017: $16,006,197Liabilities 2017: $1,029,434Net Assets 2017: $14,976,7632017Assets 2018: $18,497,730Liabilities 2018: $1,925,592Net Assets 2018: $16,572,1382018Assets 2019: $20,809,589Liabilities 2019: $1,308,497Net Assets 2019: $19,501,0922019Assets 2020: $30,300,325Liabilities 2020: $1,167,485Net Assets 2020: $29,132,8402020Assets 2021: $28,800,664Liabilities 2021: $1,286,030Net Assets 2021: $27,514,6342021Assets 2022: $12,728,275Liabilities 2022: $1,479,508Net Assets 2022: $11,248,7672022Assets 2023: $9,584,913Liabilities 2023: $2,786,304Net Assets 2023: $6,798,6092023Assets 2024: $11,229,272Liabilities 2024: $2,585,698Net Assets 2024: $8,643,5742024

Highlighted filing

2015

Assets$11,759,634
Liabilities$798,824
Net Assets$10,960,810

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2010: $12,376,023Expenses 2010: $7,092,275Net Income 2010: $5,283,7482010Revenue 2011: $8,061,915Expenses 2011: $8,355,214Net Income 2011: -$293,2992011Revenue 2012: $14,833,605Expenses 2012: $10,567,405Net Income 2012: $4,266,2002012Revenue 2013: $11,337,590Expenses 2013: $12,484,067Net Income 2013: -$1,146,4772013Revenue 2014: $11,178,956Expenses 2014: $12,036,320Net Income 2014: -$857,3642014Revenue 2015: $12,232,213Expenses 2015: $11,916,647Net Income 2015: $315,5662015Revenue 2016: $11,829,993Expenses 2016: $11,346,188Net Income 2016: $483,8052016Revenue 2017: $13,986,369Expenses 2017: $10,944,058Net Income 2017: $3,042,3112017Revenue 2018: $14,252,815Expenses 2018: $12,698,971Net Income 2018: $1,553,8442018Revenue 2019: $15,807,115Expenses 2019: $13,047,555Net Income 2019: $2,759,5602019Revenue 2020: $24,548,157Expenses 2020: $15,145,308Net Income 2020: $9,402,8492020Revenue 2021: $13,680,173Expenses 2021: $15,766,142Net Income 2021: -$2,085,9692021Revenue 2022: $16,322,929Expenses 2022: $14,293,438Net Income 2022: $2,029,4912022Revenue 2023: $6,436,201Expenses 2023: $11,161,797Net Income 2023: -$4,725,5962023Revenue 2024: $13,315,716Expenses 2024: $11,239,371Net Income 2024: $2,076,3452024

Highlighted filing

2015

Revenue$12,232,213
Expenses$11,916,647
Net Income$315,566
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 8, 2016
Return Version
2015v2.0
Gross Receipts
$12,256,401
Mission and Program Overview

Mission

Advancement project is a next generation, multi-racial civil rights organization. Rooted in the great human rights struggles for equality and justice, we exist to fulfill america's promise of a caring, inclusive and just democracy. We use innovative tools and strategies to strengthen social movements and achieve high impact policy change.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$7,103,807$6,246,890▼ $856,917
Pledges and Grants Receivable$1,788,550$3,236,354▲ $1,447,804
Investments in Publicly Traded Securities$1,052,588$970,740▼ $81,848
Cash and Non-Interest-Bearing Accounts$520,048$409,655▼ $110,393
Land, Buildings, and Equipment, Net$190,871$382,734▲ $191,863
Prepaid Expenses and Deferred Charges$252,494$313,316▲ $60,822
Accounts Receivable$518,580$199,945▼ $318,635
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$11,426,938$11,759,634▲ $332,696
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$649,873$437,506▼ $212,367
Other Liabilities-$361,318-
Total Liabilities$649,873$798,824▲ $148,951
Net Assets / Fund Balance
Temporarily Rstr Net Assets$4,576,819$5,038,698▲ $461,879
Unrestricted Net Assets$5,000,246$4,722,112▼ $278,134
Permanently Rstr Net Assets$1,200,000$1,200,000→ $0
Total Net Assets Fund Balance$10,777,065$10,960,810▲ $183,745
Total Liabilities and Net Assets / Fund Balance$11,426,938$11,759,634▲ $332,696

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$376,720$472,543$849,263
Other Land Buildings$6,014$154,111$160,125
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judith DianisCo-director DcFT$198,416$15,542$216,026
Penda HairBd Mem/co-DirectorFT$206,417$1,268$213,000
John KimCo-director CAFT$169,474$17,523$181,104
Edward HailesSenior AttorneyFT$168,848$10,210$179,058
Giovanni CozzarelliCFOFT$145,578$15,873$161,451
Kimberly PattilloDirector Educ EquityFT$137,500$22,148$158,458
Jennifer FarmerDirector CommunicationsFT$140,867$11,642$152,209
Angela GloverDirector DevelopmentFT$113,471$8,838$122,309
Jorge JimenezDirector Hr, Fin&adminFT$112,000$9,438$121,438
Constance RiceBd Mem/co-DirectorFT$109,883$9,815$119,698

Board Members and Trustees

NameTitle
Bill Lann LeeBoard Chair
Arlene Holt BakerBoard Member
Barry LittBoard Member
Bonifacio GarciaBoard Member
Gerald TorresBoard Member
Gerry HudsonBoard Member
Harry BelafonteBoard Member
Jesse WilliamsBoard Member
Joe AlvarezBoard Member
Katherine PeckBoard Member
Pam MartinezBoard Member
Sheila ThomasBoard Member
Tom UntermanBoard Member
Molly MungerPres/co-Director
Stephen EnglishSec/trs/co-Director

Highest Paid Contractors

ContractorServicesLocationCompensation
In Partnership ConsultingProfessional Service6114 LA SALLE AVENUE 413, Oakland, CA 94611$131,151
Revenue and Support

Revenue Composition

Contributions and Grants
$11,059,569
Program Service Revenue
$1,043,604
Investment Income
$20,448
Other Revenue
$108,592
All Other Contributions
$10,877,177
Change in Net Assets
$315,566

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$49,973Market Value
Total Noncash Contributions1$49,973-

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,232,213
Revenue Not Reported on Form 990
$223,059
Total Revenue per Audited Statements
$12,455,272
Total Revenue per Form 990
$12,232,213
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,198,197
Other Expenses$4,531,301
Total Fundraising Expense$812,659
Grants and Similar Amounts Paid$187,149
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,576,773$171,984$281,711$5,030,468
Fees for Services Other$1,122,200$45,797$110,448$1,278,445
Travel$827,374$33,313$47,522$908,209
Current Officers, Directors, Trustees, and Key Employees$557,648$228,019$105,612$891,279
Occupancy$698,133$48,142$50,453$796,728
Other Employee Benefits$656,098$40,504$44,630$741,232
Office Expenses$485,039$37,183$37,844$560,066
Payroll Taxes$397,414$29,680$29,846$456,940
Conferences and Meetings$328,165$1,969$21,667$351,801
Grants to Domestic Orgs$187,149--$187,149
Depreciation Depletion$74,172$3,337$3,924$81,433
Pension Plan Contributions$72,065$1,708$4,505$78,278
Fees for Services Accounting-$52,974-$52,974
Other Expenses$36,205$2,546$1,562$40,313
All Other Expenses--$13,471$13,471
Insurance$12,120$335$762$13,217
Interest$1,866$533$56$2,455
Total Functional Expenses$10,405,297$698,691$812,659$11,916,647

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,271,527
Expenses per Audited Statements$11,916,647
Total Expenses per Form 990$11,916,647
Expenses Not Reported on Form 990$354,880
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tides CenterSan Francisco, CA501(c)(3)Criminal Youth & Policing Program$38,800
Power U Center for Social ChgMiami, FL501(c)(3)Policing$33,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$24,188
Fundraising Gross Income$24,188
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Advancement Project Justice Awards Lunch$206,580$24,188-$24,188
Total Events$206,580$24,188$24,188-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
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
Deferred rent liability$361,318
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Board secretary/treasurer steve english and bod president molly munger are married.

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

The form 990 is reviewed by members of the finance committee prior to making it available to the full board for review upon request.

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

The disclosure of conflicts is called for at each board meeting. Directors who have a personal interest in a matter such that it is a conflict of interest under the organization's conflicts of interest policy, disclose such interest and do not vote on the matter.

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

The organization purchased salary surveys and the cfo and the treasurer used them to analyze the compensation being awarded for directors of organizations of similar size and purposes. The co-directors who are not compensated proposed compensation for compensated co-directors. This recommendation is presented to the audit committee which after deliberating makes its compensation determination. The audit commitee deliberated on those recommendations and then made its compensation determinations for the salaries of the co-directors.

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

The compensation for other employees is first based on a 3% cost of living increase which is incorporated into the budget, but the organization's co-directors have been given the authority to grant additional increases as they see fit. During 2015, the organiation granted additional compensation increases for some employees to bring their salaries up to comparable market rates.

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

Conflict of interest policy and financial statements are available upon written request.

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

The compensation for other employees is first based on a 3% cost of living increase which is incorporated into the budget, but the organization's co-directors have been given the authority to grant additional increases as they see fit. During 2015, the organiation granted additional compensation increases for some employees to bring their salaries up to comparable market rates.

Filing and Contact Details

Filer

Filer Name
Advancement Project
EIN
95-4835230
Phone
2139891300
Address
1910 WEST SUNSET BLVD STE, LOS ANGELES, CA 90026

Signing Officer

Name
Giovanni Cozzarelli
Title
CFO
Signed
2016-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen English
Formed
2001
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
15
Employees
114
Volunteers
15

Preparer

Firm
Armanino Llp
Address
11766 WILSHIRE BLVD NINTH FL, LOS ANGELES, CA 90025
Preparer
Thomas J Schulte
Phone
3104784148
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: OTHER PROGRAM SERVICES 5: OTHER PROGRAM SERVICES 6: Schoolhouse-to-Jailhouse: Advancement Projects Ending-the-Schoolhouse-to-Jailhouse Track Project focused on ending harsh discipline and the criminalization of children of color; greatly improved education outcomes in 2015, and continues to do so in several school districts, including in Colorado, New York, Mississippi, and Florida. Additionally, we support the national movement to end the school-to-prison pipeline by working alongside national stakeholders; as well as on the ground with local partners by offering communications, legal, policy, and organizing support to grassroots groups in states across the country; which includes bringing the issues that affect young LGBTQ people of color into the school-to-prison pipeline discussion. OTHER PROGRAM SERVICES 7: OTHER PROGRAM SERVICES 8: Educational Equity: The Educational Equity program expands educational opportunities and ensures appropriate school facilities for low income and disadvantaged children from birth through high school graduation. The Birth to Five Water Cooler, a statewide network of 500 early care and education advocates and providers ensures more coordinated and successful policy interventions with the state legislature. We are also working to ensure the newly implemented state school funding plan the Local Control Funding Formula helps improve the educational outcomes of students throughout California. In just 2014, Advancement Project was an integral part of securing more than $1 billion in school funding for Californias highest-need students, including English Learners, foster youth, and children 0-5. OTHER PROGRAM SERVICES 9: OTHER PROGRAM SERVICES 10: Right to Vote: The goals of Advancement Projects Right to Vote campaign are to: strengthen legal protection for voters; implement national standards for voting; and to rebuild the voting rights movement, utilizing the lofty goal of an affirmative right to vote; creating a stimulus of constant vigilance on voting rights. Last year, AP worked with Promise AZ in Phoenix, AZ, and the MO Voter Protection Coalition to advance a voting rights agenda rooted in movement building. In both states, AP worked to galvanize statewide coalition of grassroots partners to respond to hostile attacks against the right to vote by building a pro-active organizing infrastructure. AP is now spearheading a public opinion research project in Missouri, and exploring advocacy strategies to implement a community oversight board over election administration in Maricopa County, AZ. OTHER PROGRAM SERVICES 11: Strategic Communications: Advancement Projects strategic communications program adds capacity to state and local groups working to confront and dismantle structural racism. To create a more just democracy, Advancement Project combines carefully crafted legal, policy and communications strategies in support of grassroots movements. Since our inception, we have employed strategic communications to promote local reform efforts and to influence the national discourse on issues of structural exclusion. Through public opinion research, crafting winning narratives and messages, spokesperson identification and development, rapid response and pitching grassroots leaders to national media, we have positioned ourselves as a public relations firm for the racial justice movement. Our work includes the development of strategic communications plans, which incorporate both paid and earned media. We communicate with our audience through traditional and social media. The goal of our communications program is to empower local leaders and move the dial on the most pressing racial justice and civil rights issues of our times. We routinely develop echo chambers to capture hearts and minds, creating demand for change in policy and the law. We support our organizations work in voting rights, rights restoration for persons with prior felony convictions, immigrant justice, ensuring a

Form 990, Part X, Line 29 - Permanently Restricted Net Assets

The organization received $1,200,000 from the ford foundation to establish an operating reserve. The terms of grant require that the funds are managed according to the guidelines and policies determined by the organization's board of directors and should incorporate the following principles: (1) a policy outlining the governance and use of the reserve fund, including specifying the nature of the intended uses specifying criteria justifying usage or borrowing of the reserve funds as well as procedures for board of directors review and approval of borrowing from the reserve fund, shall be developed and adopted, and this policy shall be submitted to the ford foundation (2) the policy described in '(1)' shall provide that any borrowings from the reserve are subject to approval by the organization's board of dirctors (3) the organization shall monitor compliance with the reserve fund policy through regular audited financial statements (4) the reserve fund shall be physically segregated from all other assets and is to be reflected separately on the statement of financial position and shown as permanently restricted net assets (5) the policy for the reserve fund shall specify the organization's investment strategy and should be reviewed periodically and modified based on economic and market conditions at the time. The investment strategy should require that the funds be conservatively invested so as not to lose opportunities for growing the reserve, but not in any way that puts the funds at risk or prevents liquidity and (6) the reserve fund's managers are required to exercise ordinary business care and prudence with respect to the reserve fund under the facts and circumstances prevailing at the time of making an investment, in providing for the long- and short-term financial needs of the organization to carry out its exempt purposes.

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IRS990/Desc0Educational Equity: The Educational Equity program expands educational opportunities and ensures appropriate school facilities for low income and disadvantaged children from birth through high school graduation. The Birth to Five Water Cooler, a statewide network of 500 early care and education advocates and providers ensures more coordinated and successful policy interventions with the state legislature. We are also working to ensure the newly implemented state school funding plan the Local Control Funding Formula helps improve the educational outcomes of students throughout California. In just 2014, Advancement Project was an integral part of securing more than $1 billion in school funding for Californias highest-need students, including English Learners, foster youth, and children 0-5.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$2.59$8.64$13.3$11.2$2.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.58$2.79$6.80$6.44$11.2$4.73
2022Detailed filing. Detailed filing data is available for this year.$12.7$1.48$11.2$16.3$14.3$2.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$1.29$27.5$13.7$15.8$2.09
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.3$1.17$29.1$24.5$15.1$9.40
2019Detailed filing. Detailed filing data is available for this year.$20.8$1.31$19.5$15.8$13.0$2.76
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.5$1.93$16.6$14.3$12.7$1.55
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$1.03$15.0$14.0$10.9$3.04
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$1.48$11.7$11.8$11.3$0.48
2015Detailed filing. Detailed filing data is available for this year.$11.8$0.80$11.0$12.2$11.9$0.32
2014Detailed filing. Detailed filing data is available for this year.$11.4$0.65$10.8$11.2$12.0$0.86
2013Detailed filing. Detailed filing data is available for this year.$11.8$0.38$11.4$11.3$12.5$1.15
2012Summary only. Only limited summary data is available for this year.$12.8$0.46$12.4$14.8$10.6$4.27
2011Summary only. Only limited summary data is available for this year.$8.53$0.49$8.04$8.06$8.36$0.29
2010Summary only. Only limited summary data is available for this year.$8.75$0.40$8.35$12.4$7.09$5.28