Civic Intelligence

San Francisco Retina Foundation

990EZ • Fiscal year 2016 • EIN 20-5175062

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 03, 2016

1445 Bush StreetSan Francisco, CA 94109

(415) 972-4614

Siviq Scores

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

Liabilities / Assets

84th percentile

0.26x

Higher debt load relative to assets than 84% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.39x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

24th percentile

-9.4%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

33rd percentile

-6.6%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

94th percentile

123%

Faster revenue growth than 94% of similar nonprofits.

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

Assets

Down

$76,480

Down $5,429 (-6.6%) from 2015

Net Assets

Down

$56,662

Down $4,733 (-7.7%) from 2015

Liabilities

Down

$19,818

Down $696 (-3.4%) from 2015

Revenue

Up

$50,337

Up $27,730 (+123%) from 2015

Expenses

Down

$55,070

Down $8,220 (-13%) from 2015

Net Income

Up

-$4,733

Up $35,950 (+88%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$76,480
Liabilities$19,818
Net Assets$56,662

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$50,337
Expenses$55,070
Net Income-$4,733
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 3, 2016
Return Version
2015v2.1
Gross Receipts
$64,742
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$39,956
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
2016-11-03
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: 24,132. Returns and allowances: 0. Less cost of goods sold: 14,405. Gross profit: 9,727. Cost of goods sold: inventory at beginning of year: 25,642. Merchandise purchased: 0. Cost of labor: 0. Materials and supplies: 14,405. Other costs: 0. Inventory at end of year: 25,642. Cost of goods sold: 14,405.

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

Description: exhibit space. Amount: 14,300.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 1,281.

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

Description: conference, conventions, and meetings. Amount: 26,524. Description: education program. Amount: 13,430. Description: bank charge. Amount: 1,765. Description: filing fees. Amount: 20. Description: office expense. Amount: 1,564. Description: payroll tax. Amount: 511. Description: sales tax. Amount: 370. Total to form 990-ez, line 16: 44,184.

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

Description: inventories. Beg. Of year amount: 25,642. 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: 2,945. End of year amount: 1,664.

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

Description: accounts payable and accrued expenses. Beg. Of year amount: 2,944. End of year amount: 2,248. Description: deferred revenue. Beg. Of year amount: 17,200. End of year amount: 17,200. Description: sales tax payable. Beg. Of year amount: 370. End of year amount: 370.

Raw XML Appendix169 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
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/BOYAmt051128
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046980
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt022310
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt081909
IRS990EZ/Form990TotalAssetsGrp/EOYAmt076480
IRS990EZ/GrossProfitLossSlsOfInvntryAmt09727
IRS990EZ/GrossReceiptsAmt064742
IRS990EZ/GrossSalesOfInventoryAmt024132
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061395
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056662
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061395
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056662
IRS990EZ/OccupancyRentUtltsAndMaintAmt01281
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/BOYAmt030781
IRS990EZ/OtherAssetsTotalDetail/EOYAmt029500
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt044184
IRS990EZ/OtherRevenueTotalAmt014300
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE THE PUBLIC AND PHYSICIANS ABOUT RETINA HEALTH
IRS990EZ/ProgramServiceRevenueAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RETINA UPDATE COURSE COVERING MAJOR ADVANCES IN RETINAL DISEASE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039956
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt04500
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt020514
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt019818
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt055070
IRS990EZ/TotalProgramServiceExpensesAmt039956
IRS990EZ/TotalRevenueAmt050337
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021660
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt024050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt038355
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0126660
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0126660
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt021660
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt016585
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt024050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt026010
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt038355
IRS990ScheduleA/Total509Grp/TotalAmt0126660
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt021660
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt016585
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt024050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt026010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt038355
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0126660
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: 24,132. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 14,405. GROSS PROFIT: 9,727. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 25,642. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 14,405. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 25,642. COST OF GOODS SOLD: 14,405.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: EXHIBIT SPACE. AMOUNT: 14,300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPRECIATION. AMOUNT: 1,281.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CONFERENCE, CONVENTIONS, AND MEETINGS. AMOUNT: 26,524. DESCRIPTION: EDUCATION PROGRAM. AMOUNT: 13,430. DESCRIPTION: BANK CHARGE. AMOUNT: 1,765. DESCRIPTION: FILING FEES. AMOUNT: 20. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,564. DESCRIPTION: PAYROLL TAX. AMOUNT: 511. DESCRIPTION: SALES TAX. AMOUNT: 370. TOTAL TO FORM 990-EZ, LINE 16: 44,184.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: INVENTORIES. BEG. OF YEAR AMOUNT: 25,642. 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: 2,945. END OF YEAR AMOUNT: 1,664.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 2,944. END OF YEAR AMOUNT: 2,248. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 17,200. END OF YEAR AMOUNT: 17,200. DESCRIPTION: SALES TAX PAYABLE. BEG. OF YEAR AMOUNT: 370. 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0J MICHAEL JUMPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04159724614
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-03
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/PreparationDt02016-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT P DITTMAN
ReturnHeader/ReturnTs02016-11-11T15:42:32-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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