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Bay Area Integral FY2021 filing

Tax-deductible

San Rafael, CA501(c)(3)EducationEIN 46-3005777Revenue $224K in FY2021

On file with the IRS2450 5th Ave, 94901-1071 · San Rafael, CATax-exempt since Jul 2014Publicly supported — 509(a)(2)

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Bay Area Integral DBA a new republic of the heart, is dedicated to the transformation of human culture, from our current crisis of fragmentation to the practice of unity and wholeness. Its services empower spiritual practitioners and change agents to practice wholeness by combining the "inner work" of personal growth, the "interpersonal work" of compassionate relating and the "outer work" of beneficial action in society. By integrating key insights from the world's wisdom traditions, modern science, sociology, and ecology, the organization offers educational media, training events, an online community and strategic alliances between organizations to help to catalyze participatory, collective citizenship in our world.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
$50K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$50K
to officers and key staff · 27% of spending
Worth a look: pay to officers and key staff is 27% of spending; over 20%.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 4 voting members
Concern: none of 4 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$224K
+39% vs prior year
Spent
$184K
To programs
100%
Net assets
$66K
By yearFY2020–FY2024
Revenue
$224K
FY2021▲ +39%
Tap a bar for its year
Revenue by fiscal year
FY2020$162K
FY2021$224K
FY2022$66K
FY2023$82K
FY2024$20K
Net assets
$66K
FY2021▲ +233%
Tap a bar for its year
Net assets by fiscal year
FY2020−$50K
FY2021$66K
FY2022$41K
FY2023$31K
FY2024$26K

From the FY2021 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2014.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $184K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990; $50K paid to officers and key staff.

Part VII, Section A · reportable compensation
Terry Patten
President
$50,000Pt VII · Sec A
Brad Brown
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Masen Ewald
Executive Di
$0Pt VII · Sec A

Terry Patten’s $50K as President is at the 90th percentile of top reported officer pay among 146 <$100K education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2021FY2020
Terry Patten$50,000$54,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Bay Area Integral executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowers individuals and groups to foster unity and wholeness through integrated personal, relational, and societal growth.

Questions for Bay Area Integral

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Provided by the organization

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3 programs · $184K · in their own filed words · FY2021
01

New republic of the heart course

$103Kprogram expense
02

Bai event revenue

$81Kprogram expense
03

Book sales

Pt IX · col B

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$224K
Ln 12
Fees for servicesLn 2g$164K
Gifts and grantsLn 1h$60K
Money outPt IX
$184K
Ln 25
Programscol B$184K
Owns and owesPt X
$66K
net assets · Ln 32
Cash and savingsLn 1–2$66K
Total assetsLn 16$66K
LiabilitiesLn 26$0
PeoplePt VI, VII
4
listed · VII A
PaidVII A1
Voting boardVI 1a4
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$60K
Fees for servicesLn 2g$164K
Total revenueLn 12$224K
Assets in detailPt X, end of year
CashLn 1$66K
Cash and savings togetherLn 1–2$66K
Total assetsLn 16$66K
LiabilitiesLn 26$0
Net assetsLn 32$66K
OperationsPt I, VI
EmployeesI 51
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$26K$66K
Total assetsLn 16$26K$66K
LiabilitiesLn 26$0$0
Net assetsLn 32$26K$66K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$50K$50K
Payroll taxesLn 10$4K$4K
Other fees for servicesLn 11g$117K$117K
Advertising and promotionLn 12$5K$5K
Other expenses (24a–d)Ln 24$7K$7K
All other expensesLn 24e$383$383
Total functional expensesLn 25$184K$184K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $20K$26K 990 PDF
FY2023 $82K$31K 990 PDF
FY2022 $66K$41K 990 PDF
FY2021 Viewing $224K$184K$40K$66K 990 PDF
FY2020 $162K−$50K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $223,852 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $54,865$60,190
I-9 Program service revenuePrior year $106,676$163,662
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $161,541$223,852
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $112,376$54,161
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $100,191$130,183
I-18 Total expensesPrior year $212,567$184,344
I-19 Revenue less expensesPrior year −$51,026$39,508
Part VI · Governance 0 of 4 board members independent, 3 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $223,852 across 4 lines filed
VIII-1f All other contributions, gifts and grants$60,190
VIII-1h Total contributions, gifts and grants$60,190
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $163,662$163,662
VIII-12 Total revenueRelated to mission $163,662$223,852
Part IX · Statement of functional expenses $184,344 across 6 lines filed
IX-7 Other salaries and wagesPrograms $50,000$50,000
IX-10 Payroll taxesPrograms $4,161$4,161
IX-11g Other fees for servicesPrograms $117,321$117,321
IX-12 Advertising and promotionPrograms $5,233$5,233
IX-24 Other expenses (24a–d)Programs $7,246$7,246
IX-24e All other expensesPrograms $383$383
IX-25 Total functional expensesPrograms $184,344 · Management $0 · Fundraising $0$184,344
Part X · Balance sheet $65,781 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $26,273$65,781
X-16 Total assetsStart of year $26,273$65,781
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $26,273$65,781
X-32 Total net assets or fund balancesStart of year $26,273$65,781
X-33 Total liabilities and net assetsStart of year $26,273$65,781
Part XI · Reconciliation of net assets $65,781 net assets at year end
XI-1 Total revenue$223,852
XI-2 Total expenses$184,344
XI-3 Revenue less expenses$39,508
XI-4 Net assets at start of year$26,273
XI-10 Net assets at end of year$65,781

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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