Civic Intelligence

Small Property Owners of San Francisco Institute

990EZ • Fiscal year 2019 • EIN 20-0873208

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 06, 2020

PO Box 170669San Francisco, CA 94117-0669

(415) 647-2419

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

78th percentile

23%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

90th percentile

$41,400

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 26.1% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$277,309

Up $38,426 (+16%) from 2018

Net Assets

Up

$277,309

Up $38,426 (+16%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$158,488

Up $22,896 (+17%) from 2018

Expenses

Down

$122,081

Down $15,588 (-11%) from 2018

Net Income

Up

$36,407

Up $38,484 (+1853%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $145,688Liabilities 2010: $0Net Assets 2010: $145,6882010Assets 2011: $141,309Net Assets 2011: $141,3092011Assets 2012: $147,844Net Assets 2012: $147,8442012Assets 2013: $157,906Net Assets 2013: $157,9062013Assets 2014: $171,417Net Assets 2014: $171,4172014Assets 2015: $194,154Net Assets 2015: $194,1542015Assets 2016: $209,469Net Assets 2016: $209,4692016Assets 2017: $240,960Net Assets 2017: $240,9602017Assets 2018: $238,883Net Assets 2018: $238,8832018Assets 2019: $277,309Net Assets 2019: $277,3092019Assets 2020: $295,958Net Assets 2020: $295,9582020Assets 2021: $321,628Net Assets 2021: $321,6282021Assets 2022: $307,190Net Assets 2022: $307,1902022Assets 2023: $301,965Net Assets 2023: $301,9652023Assets 2024: $325,667Net Assets 2024: $325,6672024

Highlighted filing

2019

Assets$277,309
Liabilities-
Net Assets$277,309

Operations Trend

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

$200K$150K$100K$50K$0-$50KExpenses 2010: $82,6752010Revenue 2011: $89,424Expenses 2011: $93,805Net Income 2011: -$4,3812011Revenue 2012: $104,038Expenses 2012: $97,502Net Income 2012: $6,5362012Revenue 2013: $101,801Expenses 2013: $91,739Net Income 2013: $10,0622013Revenue 2014: $105,435Expenses 2014: $103,923Net Income 2014: $1,5122014Revenue 2015: $125,380Expenses 2015: $106,595Net Income 2015: $18,7852015Revenue 2016: $136,301Expenses 2016: $111,338Net Income 2016: $24,9632016Revenue 2017: $145,030Expenses 2017: $113,539Net Income 2017: $31,4912017Revenue 2018: $135,592Expenses 2018: $137,669Net Income 2018: -$2,0772018Revenue 2019: $158,488Expenses 2019: $122,081Net Income 2019: $36,4072019Revenue 2020: $150,804Expenses 2020: $132,155Net Income 2020: $18,6492020Revenue 2021: $154,932Expenses 2021: $129,263Net Income 2021: $25,6692021Revenue 2022: $136,241Expenses 2022: $153,996Net Income 2022: -$17,7552022Revenue 2023: $147,601Expenses 2023: $152,826Net Income 2023: -$5,2252023Revenue 2024: $162,778Expenses 2024: $139,076Net Income 2024: $23,7022024

Highlighted filing

2019

Revenue$158,488
Expenses$122,081
Net Income$36,407
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 6, 2020
Return Version
2019v5.0
Gross Receipts
$158,488
Mission and Program Overview

Mission

Outreach and education of property rights of small property owners in sf.

Program Services

DescriptionGrantsExpenses
PRODUCTION OF THE MONTHLY MEMBERSHIP NEWSLETTER. THE NEWSLETTER IS THE MAIN EDUCATIONAL CONDUIT TO THE ORGANIZATION'S MEMBERS. APPROXIMATELY 2,000 INDIVIDUALS READ THE NEWSLETTER EACH MONTH. IT PROVIDES PROPERTY OWNERS OF ONE TO SIX UNITS WITH GUIDANCE IN MEETING ALL OF THE CITY'S REQUIREMENTS. THESE INCLUDE AMONG OTHERS, REQUIREMENT FOR PERMITS, HEALTH INSPECTIONS, HANDLING OF DEPOSITS, RENTAL INCREASES, CERTIFICATION OF CAPITAL IMPROVEMENTS, REHABILITATION AND ENERGY CONSERVATIONS, ARBITRATION OF RENTAL INCREASES, CALCULATING ALLOWABLE EXPENSES TO PASS THROUGH TO TENANTS, AND MANY OTHER REGULATIONS CONTAINED WITHIN THE HUNDREDS OF PAGES OF THE SAN FRANCISCO RENT ORDINANCE.-$53,509
MEMBERSHIP AND DEVELOPMENT AND MAINTENANCE OF WEBSITE AND DATABASE.$1,000$25,289
MONTHLY EDUCATIONAL MEETINGS-$20,375
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER REITZActing SecrePT$41,400-$41,400
PAUL UTRECHTTreasurer-$0--
HOWARD EPSTEINVice Preside-$0--
ROBERT NOELKEBoard Member-$0--
NONI RICHENPresidentPT$0--
SHERMAN KINGBoard Member-$0--
RAIMONDO FORLINBoard Member-$0--
TERRENCE JONESBoard Member-$0--
KATHY WUBoard Member-$0--
JUSTIN GOODMANBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Small Property Owners of
EIN
20-0873208
Phone
4156472419
Address
PO BOX 170669, SAN FRANCISCO, CA 94117-0669

Signing Officer

Name
Peter Reitz
Title
Acting Secretary
Phone
4156472419
Signed
2020-02-06

Preparer

Firm
The Henry Levy Group
Address
5940 COLLEGE AVE STE F, OAKLAND, CA 94618-1385
Preparer
Beth Attebery
Phone
5106521000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Reimbursement of legal fees 5,215 total 5,215

Form 990-ez, Part I, Line 16

Expenses office supplies 481 membership expense 5,242 paypal fees 1,323 postage 398 board meetings 90 insurance 1,528 registration fees 70 newsletter 31,120 payroll services 1,493 naa dues 3,225 website 2,092 calrha dues 1,000 miscellaneous 821 non-investment depreciation 151 total 49,034

Form 990-ez, Part I, Line 20

Prior period adjustment 2,022

Form 990-ez, Part II, Line 24

4,584 4,584 less accumulated depreciation 4,206 4,357 7,414 7,414 less accumulated amortization 7,414 7,414 total 378 227

Form 990-ez, Part III, Line 28

Production of the monthly membership newsletter. The newsletter is the main educational conduit to the organization's members. Approximately 2,000 individuals read the newsletter each month. It provides property owners of one to six units with guidance in meeting all of the city's requirements. These include among others, requirement for permits, health inspections, handling of deposits, rental increases, certification of capital improvements, rehabilitation and energy conservations, arbitration of rental increases, calculating allowable expenses to pass through to tenants, and many other regulations contained within the hundreds of pages of the san francisco rent ordinance.

Raw XML Appendix197 raw XML fields

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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT NOELKE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHERMAN KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RAIMONDO FORLIN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JUSTIN GOODMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ACTING SECRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUTREACH AND EDUCATION OF PROPERTY RIGHTS OF SMALL PROPERTY OWNERS IN SF.
IRS990EZ/ProgramServiceRevenueAmt015299
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRODUCTION OF THE MONTHLY MEMBERSHIP NEWSLETTER. THE NEWSLETTER IS THE MAIN EDUCATIONAL CONDUIT TO THE ORGANIZATION'S MEMBERS. APPROXIMATELY 2,000 INDIVIDUALS READ THE NEWSLETTER EACH MONTH. IT PROVIDES PROPERTY OWNERS OF ONE TO SIX UNITS WITH GUIDANCE IN MEETING ALL OF THE CITY'S REQUIREMENTS. THESE INCLUDE AMONG OTHERS, REQUIREMENT FOR PERMITS, HEALTH INSPECTIONS, HANDLING OF DEPOSITS, RENTAL INCREASES, CERTIFICATION OF CAPITAL IMPROVEMENTS, REHABILITATION AND ENERGY CONSERVATIONS, ARBITRATION OF RENTAL INCREASES, CALCULATING ALLOWABLE EXPENSES TO PASS THROUGH TO TENANTS, AND MANY OTHER REGULATIONS CONTAINED WITHIN THE HUNDREDS OF PAGES OF THE SAN FRANCISCO RENT ORDINANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MONTHLY EDUCATIONAL MEETINGS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MEMBERSHIP AND DEVELOPMENT AND MAINTENANCE OF WEBSITE AND DATABASE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120375
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt225289
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SMALLPROP.ORG
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0130784
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0124127
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0125063
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0638825
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IRS990ScheduleA/InvestmentIncomePYPct00.03000
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt010467
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0707745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REIMBURSEMENT OF LEGAL FEES 5,215 TOTAL 5,215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES 481 MEMBERSHIP EXPENSE 5,242 PAYPAL FEES 1,323 POSTAGE 398 BOARD MEETINGS 90 INSURANCE 1,528 REGISTRATION FEES 70 NEWSLETTER 31,120 PAYROLL SERVICES 1,493 NAA DUES 3,225 WEBSITE 2,092 CALRHA DUES 1,000 MISCELLANEOUS 821 NON-INVESTMENT DEPRECIATION 151 TOTAL 49,034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIOD ADJUSTMENT 2,022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34,584 4,584 LESS ACCUMULATED DEPRECIATION 4,206 4,357 7,414 7,414 LESS ACCUMULATED AMORTIZATION 7,414 7,414 TOTAL 378 227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRODUCTION OF THE MONTHLY MEMBERSHIP NEWSLETTER. THE NEWSLETTER IS THE MAIN EDUCATIONAL CONDUIT TO THE ORGANIZATION'S MEMBERS. APPROXIMATELY 2,000 INDIVIDUALS READ THE NEWSLETTER EACH MONTH. IT PROVIDES PROPERTY OWNERS OF ONE TO SIX UNITS WITH GUIDANCE IN MEETING ALL OF THE CITY'S REQUIREMENTS. THESE INCLUDE AMONG OTHERS, REQUIREMENT FOR PERMITS, HEALTH INSPECTIONS, HANDLING OF DEPOSITS, RENTAL INCREASES, CERTIFICATION OF CAPITAL IMPROVEMENTS, REHABILITATION AND ENERGY CONSERVATIONS, ARBITRATION OF RENTAL INCREASES, CALCULATING ALLOWABLE EXPENSES TO PASS THROUGH TO TENANTS, AND MANY OTHER REGULATIONS CONTAINED WITHIN THE HUNDREDS OF PAGES OF THE SAN FRANCISCO RENT ORDINANCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER REITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ACTING SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04156472419
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMALL PROPERTY OWNERS OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SAN FRANCISCO INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0SMAL
ReturnHeader/Filer/EIN0200873208
ReturnHeader/Filer/PhoneNum04156472419
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 170669
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0941170669
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB2031A3BF654BDBB982F72C61EB6658472BDB5C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EB2031A3BF654BDBB982F72C61EB6658472BDB5C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-02-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:00:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943194056
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE HENRY LEVY GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05940 COLLEGE AVE STE F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0946181385
ReturnHeader/PreparerPersonGrp/PhoneNum05106521000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BETH ATTEBERY
ReturnHeader/ReturnTs02020-02-07T15:00:23-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.26$3.26$1.63$1.39$0.24
2023Detailed filing. Detailed filing data is available for this year.$3.02$3.02$1.48$1.53$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.07$3.07$1.36$1.54$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.22$3.22$1.55$1.29$0.26
2020Detailed filing. Detailed filing data is available for this year.$2.96$2.96$1.51$1.32$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.77$2.77$1.58$1.22$0.36
2018Detailed filing. Detailed filing data is available for this year.$2.39$2.39$1.36$1.38$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.41$2.41$1.45$1.14$0.31
2016Detailed filing. Detailed filing data is available for this year.$2.09$2.09$1.36$1.11$0.25
2015Detailed filing. Detailed filing data is available for this year.$1.94$1.94$1.25$1.07$0.19
2014Detailed filing. Detailed filing data is available for this year.$1.71$1.71$1.05$1.04$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.58$1.58$1.02$0.92$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$1.48$1.04$0.98$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$1.41$0.89$0.94$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.00$1.46$0.83