Civic Intelligence

San Francisco Retina Foundation

EIN 20-5175062 • 501(c)3 • San Francisco, CA

Profile

Educate the public and physicians about retina health

1445 Bush StreetSan Francisco, CA 94109

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

14th percentile

-49%

Higher net margin than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

28th percentile

-24%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-54%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$94,218

Down $29,289 (-24%) from 2017

Liabilities

Down

$0

Down $20,975 (-100%) from 2017

Net Assets

Down

$94,218

Down $8,314 (-8.1%) from 2017

Revenue

Down

$55,808

Down $65,866 (-54%) from 2017

Expenses

Up

$82,904

Up $7,100 (+9.4%) from 2017

Net Income

Down

-$27,096

Down $72,966 (-159%) from 2017

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $144,462Liabilities 2012: $18,5372012Assets 2013: $137,204Liabilities 2013: $19,1962013Assets 2014: $120,863Liabilities 2014: $18,7852014Assets 2015: $81,909Liabilities 2015: $20,514Net Assets 2015: $61,3952015Assets 2016: $76,480Liabilities 2016: $19,818Net Assets 2016: $56,6622016Assets 2017: $123,507Liabilities 2017: $20,975Net Assets 2017: $102,5322017Assets 2018: $94,218Liabilities 2018: $0Net Assets 2018: $94,2182018

Highlighted filing

2018

Assets$94,218
Liabilities$0
Net Assets$94,218

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $78,679Expenses 2012: $58,677Net Income 2012: $20,0022012Revenue 2013: $45,092Expenses 2013: $53,009Net Income 2013: -$7,9172013Revenue 2014: $56,723Expenses 2014: $72,653Net Income 2014: -$15,9302014Revenue 2015: $22,607Expenses 2015: $63,290Net Income 2015: -$40,6832015Revenue 2016: $50,337Expenses 2016: $55,070Net Income 2016: -$4,7332016Revenue 2017: $121,674Expenses 2017: $75,804Net Income 2017: $45,8702017Revenue 2018: $55,808Expenses 2018: $82,904Net Income 2018: -$27,0962018

Highlighted filing

2018

Revenue$55,808
Expenses$82,904
Net Income-$27,096

Filings

Latest Detailed Filing

The latest 2018 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 7, 2015
Return Version
2014v5.0
Gross Receipts
$80,117
Mission and Program Overview

Mission

Educate the public and physicians about retina health

Program Services

DescriptionGrantsExpenses
RETINA UPDATE COURSE COVERING MAJOR ADVANCES IN RETINAL DISEASE$0$47,015
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
H RICHARD MCDONALDPresident & CEOPT$0--
J MICHAEL JUMPERTreasurerPT$0--
ROBERT N JOHNSONSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
San Francisco Retina Foundation
EIN
20-5175062
Phone
4159724614
Address
1445 BUSH STREET, SAN FRANCISCO, CA 94109

Signing Officer

Name
J Michael Jumper
Title
Treasurer
Phone
4159724614
Signed
2015-12-07
Discuss with paid preparer
Yes

Preparer

Firm
Shea Labagh Dobberstein Pc
Address
505 MONTGOMERY STREET FIFTH FLOOR, SAN FRANCISCO, CA 94111
Preparer
Robert P Dittman
Phone
4153974444
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 44,232. Returns and allowances: 0. Less cost of goods sold: 57,510. Gross profit: -13,278. Cost of goods sold: inventory at beginning of year: 71,544. Merchandise purchased: 0. Cost of labor: 0. Materials and supplies: 11,608. Other costs: 0. Inventory at end of year: 25,642. Cost of goods sold: 57,510.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: exhibit space . Amount: 13,300.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 1,239.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: conference, conventions, and meetings. Amount: 30,839. Description: education program. Amount: 16,176. Description: bank charge. Amount: 2,258. Description: licenses. Amount: 25. Description: office expense. Amount: 1,752. Description: payroll tax . Amount: 737. Description: sales tax. Amount: 369. Total to form 990-ez, line 16: 52,156.

Form 990-ez, Part II, Line 24 - Other Assets

Description: inventories. Beg. Of year amount: 71,544. End of year amount: 25,642. Description: prepaid expense and deferred charges. Beg. Of year amount: 2,194. End of year amount: 2,194. Description: other depreciable assets. Beg. Of year amount: 3,247. End of year amount: 2,945.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable and accrued expenses. Beg. Of year amount: 1,297. End of year amount: 2,944. Description: deferred revenue. Beg. Of year amount: 17,200. End of year amount: 17,200. Description: sales tax payable. Beg. Of year amount: 288. End of year amount: 370.

Raw XML Appendix168 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LORRAINE GEARY
IRS990EZ/BooksInCareOfDetail/PhoneNum04159724614
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01445 BUSH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043878
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IRS990EZ/ContributionsGiftsGrantsEtcAmt016585
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IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/FiledScheduleAInd01
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt080117
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt061395
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0102078
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt061395
IRS990EZ/OccupancyRentUtltsAndMaintAmt01239
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0H RICHARD MCDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1J MICHAEL JUMPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT N JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt076985
IRS990EZ/OtherAssetsTotalDetail/EOYAmt030781
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt052156
IRS990EZ/OtherRevenueTotalAmt013300
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE THE PUBLIC AND PHYSICIANS ABOUT RETINA HEALTH
IRS990EZ/ProgramServiceRevenueAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RETINA UPDATE COURSE COVERING MAJOR ADVANCES IN RETINAL DISEASE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047015
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt06500
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt018785
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt020514
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt063290
IRS990EZ/TotalProgramServiceExpensesAmt047015
IRS990EZ/TotalRevenueAmt022607
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt038355
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0137950
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0137950
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016585
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt024050
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IRS990ScheduleA/Total509Grp/TotalAmt0137950
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016585
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt024050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt026010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt038355
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032950
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0137950
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 44,232. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 57,510. GROSS PROFIT: -13,278. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 71,544. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 11,608. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 25,642. COST OF GOODS SOLD: 57,510.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: EXHIBIT SPACE . AMOUNT: 13,300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPRECIATION. AMOUNT: 1,239.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CONFERENCE, CONVENTIONS, AND MEETINGS. AMOUNT: 30,839. DESCRIPTION: EDUCATION PROGRAM. AMOUNT: 16,176. DESCRIPTION: BANK CHARGE. AMOUNT: 2,258. DESCRIPTION: LICENSES. AMOUNT: 25. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,752. DESCRIPTION: PAYROLL TAX . AMOUNT: 737. DESCRIPTION: SALES TAX. AMOUNT: 369. TOTAL TO FORM 990-EZ, LINE 16: 52,156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: INVENTORIES. BEG. OF YEAR AMOUNT: 71,544. END OF YEAR AMOUNT: 25,642. DESCRIPTION: PREPAID EXPENSE AND DEFERRED CHARGES. BEG. OF YEAR AMOUNT: 2,194. END OF YEAR AMOUNT: 2,194. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 3,247. END OF YEAR AMOUNT: 2,945.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 1,297. END OF YEAR AMOUNT: 2,944. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 17,200. END OF YEAR AMOUNT: 17,200. DESCRIPTION: SALES TAX PAYABLE. BEG. OF YEAR AMOUNT: 288. END OF YEAR AMOUNT: 370.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0J MICHAEL JUMPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04159724614
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN FRANCISCO RETINA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANF
ReturnHeader/Filer/EIN0205175062
ReturnHeader/Filer/PhoneNum04159724614
ReturnHeader/Filer/USAddress/AddressLine1Txt01445 BUSH STREET
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094109
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942290202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHEA LABAGH DOBBERSTEIN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0505 MONTGOMERY STREET FIFTH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04153974444
ReturnHeader/PreparerPersonGrp/PreparationDt02015-12-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT P DITTMAN
ReturnHeader/ReturnTs02015-12-11T10:19:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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No mirrored PDF or thumbnail assets are attached yet.