Civic Intelligence

Mission Asset Fund

990 • Fiscal year 2019 • EIN 20-8993652

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 24, 2020

Organization Profilemissionassetfund.org
3269 Mission StreetSan Francisco, CA 94110

(888) 274-4808

Siviq Scores

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

Liabilities / Assets

38th percentile

0.07x

Higher debt load relative to assets than 38% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

39th percentile

0.10x

Higher debt load relative to revenue than 39% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

74th percentile

$193,311

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

83rd percentile

20%

Faster asset growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

44th percentile

1.9%

Faster revenue growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$8,409,942

Up $1,427,513 (+20%) from 2018

Net Assets

Up

$7,812,851

Up $1,547,282 (+25%) from 2018

Liabilities

Down

$597,091

Down $119,769 (-17%) from 2018

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin82nd percentile

Revenue

Up

$5,786,910

Up $105,972 (+1.9%) from 2018

Expenses

Down

$4,239,628

Down $232,323 (-5.2%) from 2018

Net Income

Up

$1,547,282

Up $338,295 (+28%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$60M$40M$20M$0Assets 2010: $1,167,294Liabilities 2010: $79,038Net Assets 2010: $1,088,2562010Assets 2011: $1,349,255Liabilities 2011: $58,930Net Assets 2011: $1,290,3252011Assets 2012: $1,390,856Liabilities 2012: $207,029Net Assets 2012: $1,183,8272012Assets 2013: $3,377,803Liabilities 2013: $380,387Net Assets 2013: $2,997,4162013Assets 2014: $2,793,468Liabilities 2014: $402,476Net Assets 2014: $2,390,9922014Assets 2015: $4,370,836Liabilities 2015: $542,903Net Assets 2015: $3,827,9332015Assets 2016: $3,627,611Liabilities 2016: $728,531Net Assets 2016: $2,899,0802016Assets 2017: $5,737,465Liabilities 2017: $680,883Net Assets 2017: $5,056,5822017Assets 2018: $6,982,429Liabilities 2018: $716,860Net Assets 2018: $6,265,5692018Assets 2019: $8,409,942Liabilities 2019: $597,091Net Assets 2019: $7,812,8512019Assets 2020: $17,787,866Liabilities 2020: $1,787,355Net Assets 2020: $16,000,5112020Assets 2021: $54,523,090Liabilities 2021: $3,043,791Net Assets 2021: $51,479,2992021Assets 2022: $43,085,680Liabilities 2022: $4,321,761Net Assets 2022: $38,763,9192022Assets 2023: $31,396,965Liabilities 2023: $3,633,682Net Assets 2023: $27,763,2832023Assets 2024: $26,969,177Liabilities 2024: $1,816,178Net Assets 2024: $25,152,9992024

Highlighted filing

2019

Assets$8,409,942
Liabilities$597,091
Net Assets$7,812,851
Open 2019 Filing

Operations Trend

Revenue Growth44th percentile

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

$60M$40M$20M$0-$20MRevenue 2010: $495,788Expenses 2010: $600,220Net Income 2010: -$104,4322010Revenue 2011: $1,194,343Expenses 2011: $992,274Net Income 2011: $202,0692011Revenue 2012: $1,239,299Expenses 2012: $1,345,797Net Income 2012: -$106,4982012Revenue 2013: $3,424,628Expenses 2013: $1,611,039Net Income 2013: $1,813,5892013Revenue 2014: $1,512,367Expenses 2014: $2,118,791Net Income 2014: -$606,4242014Revenue 2015: $3,225,243Expenses 2015: $2,006,267Net Income 2015: $1,218,9762015Revenue 2016: $1,679,614Expenses 2016: $2,608,467Net Income 2016: -$928,8532016Revenue 2017: $7,394,427Expenses 2017: $5,236,925Net Income 2017: $2,157,5022017Revenue 2018: $5,680,938Expenses 2018: $4,471,951Net Income 2018: $1,208,9872018Revenue 2019: $5,786,910Expenses 2019: $4,239,628Net Income 2019: $1,547,2822019Revenue 2020: $41,604,479Expenses 2020: $33,416,819Net Income 2020: $8,187,6602020Revenue 2021: $57,826,731Expenses 2021: $21,709,114Net Income 2021: $36,117,6172021Revenue 2022: $9,021,043Expenses 2022: $20,000,045Net Income 2022: -$10,979,0022022Revenue 2023: $8,886,025Expenses 2023: $20,173,222Net Income 2023: -$11,287,1972023Revenue 2024: $9,705,660Expenses 2024: $12,709,815Net Income 2024: -$3,004,1552024

Highlighted filing

2019

Revenue$5,786,910
Expenses$4,239,628
Net Income$1,547,282
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 24, 2020
Return Version
2019v5.0
Gross Receipts
$5,786,910
Mission and Program Overview

Mission

To help people become visible, active, and successful in their financial lives.

Mission Asset Fund helps immigrants and low income individuals to improve their financial capabilities across the United States.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,351,202$4,725,991▼ $625,211
Investments in Publicly Traded Securities-$2,063,442-
Savings and Temporary Cash Investments$693,326$688,773▼ $4,553
Investments Program Related$333,326$353,263▲ $19,937
Intangible Assets$275,822$279,468▲ $3,646
Prepaid Expenses and Deferred Charges$112,759$153,403▲ $40,644
Accounts Receivable$148,722$79,674▼ $69,048
Pledges and Grants Receivable$30,715$36,446▲ $5,731
Land, Buildings, and Equipment, Net$21,557$29,482▲ $7,925
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$6,982,429$8,409,942▲ $1,427,513
Other Assets Total$15,000$0▼ $15,000
Liabilities
Accounts Payable and Accrued Expenses$318,124$307,673▼ $10,451
Other Liabilities$198,485$187,398▼ $11,087
Unsecured Notes Loans Payable$112,500--
Deferred Revenue$87,751$102,020▲ $14,269
Total Liabilities$716,860$597,091▼ $119,769
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,634,320$4,095,907▲ $461,587
Net Assets With Donor Restrictions$2,631,249$3,716,944▲ $1,085,695
Total Net Assets Fund Balance$6,265,569$7,812,851▲ $1,547,282
Total Liabilities and Net Assets / Fund Balance$6,982,429$8,409,942▲ $1,427,513

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$29,482$87,644$117,126
Investment Program Related Org$353,263--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jose QuinonezCEOFT$160,500$32,811$193,311
Daniela SalasCOOFT$146,926$32,162$179,088
Ramya GopalLab DirectorFT$109,977$10,366$120,343
Biniam HaileFinance DirectorFT$109,515$10,519$120,034

Board Members and Trustees

NameTitle
David KrimmPresident
Aquilina Soriano VersozaDirector
Cara AngelmarDirector
Elizabeth SeemDirector
Gabriela SandovalDirector
Jessica LeggettDirector
Sagar ShahDirector
Salvador TorresDirector
Stephan WaldstromDirector
Manuel SantamariaSecretary
Haydee MorenoTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Meginfo IncPlatform maintenance1630 Ridgetree Way, San Jose, CA 95131$306,310
Revenue and Support

Revenue Composition

Contributions and Grants
$5,511,225
Program Service Revenue
$266,796
Investment Income
$8,889
Other Revenue
$0
All Other Contributions
$5,149,313
Change in Net Assets
$1,547,282

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,786,910
Total Revenue per Audited Statements
$5,786,910
Total Revenue per Form 990
$5,786,910
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,567,329
Other Expenses$1,493,744
Total Fundraising Expense$246,835
Grants and Similar Amounts Paid$149,455
Professional Fundraising Fees$29,100

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,583,543$149,481$75,005$1,808,029
Current Officers, Directors, Trustees, and Key Employees$202,686$102,054$67,659$372,399
Information Technology$258,591$4,266$2,372$265,229
Conferences and Meetings$237,812$4,849$2,427$245,088
Occupancy$156,902$14,552$8,251$179,705
Payroll Taxes$139,782$17,908$10,080$167,770
Other Employee Benefits$146,593$12,259$8,268$167,120
Depreciation Depletion$154,117$1,763$1,013$156,893
Grants to Domestic Individuals$149,455--$149,455
Office Expenses$117,807$17,127$8,710$143,644
Fees for Services Other$75,487$6,499$9,712$91,698
Travel$53,585$6,042$2,939$62,566
Pension Plan Contributions$46,252$4,404$1,355$52,011
Fees for Services Professional Fundraising--$29,100$29,100
Fees for Services Accounting-$25,100-$25,100
Insurance$2,057$8,546$170$10,773
Other Expenses$4,192$4,072$797$9,061
Fees for Services Legal-$717-$717
Total Functional Expenses$3,591,589$401,204$246,835$4,239,628

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,239,628
Total Expenses per Audited Statements$4,239,628
Total Expenses per Form 990$4,239,628
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$29,100
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
Partner funds held$187,398
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 35% controlled entity
No
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
Yes
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 11B: Form 990 Review Process

“The CEO and COO initially review the draft Form 990 and then all members of the Board review the Form 990 before it is filed.”

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

“Employees, board members and volunteers update declaration of interest annually by signing MAF's Conflict of Interest Disclosure Statement.”

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

“Reviewed and approved by the board.”

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

“Reviewed by the CEO and COO.”

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

“Governing documents, policies and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Mission Asset Fund
EIN
20-8993652
Phone
8882744808
Address
3269 Mission Street, San Francisco, CA 94110

Signing Officer

Name
Jose Quinonez
Title
CEO
Signed
2020-06-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jose Quinonez
Formed
2007
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
36
Volunteers
46

Preparer

Firm
Crosby & Kaneda CPAs LLP
Address
1970 Broadway STE 930, Oakland, CA 94612
Preparer
August Zajonc CPA
Phone
5108352727
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Internal Revenue Service and the California Franchise Tax Board have determined that the Organization is exempt from federal and state income taxes under IRC 501(c)(3) and California RTC 23701(d). The Organization has evaluated its current tax positions as of December 31, 2019 and is not aware of any significant uncertain tax positions for which a reserve would be necessary. The Organizations tax returns are generally subject to examination by federal and state taxing authorities for three and four years, respectively, after they are filed.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,409,942
Liabilities
$597,091
Net assets
$7,812,851
Revenue
$5,786,910
Expenses
$4,239,628
Net income
$1,547,282
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$27.0$1.82$25.2$9.71$12.7$3.00
2023Detailed filing. Detailed filing data is available for this year.$31.4$3.63$27.8$8.89$20.2$11.3
2022Detailed filing. Detailed filing data is available for this year.$43.1$4.32$38.8$9.02$20.0$11.0
2021Detailed filing. Detailed filing data is available for this year.$54.5$3.04$51.5$57.8$21.7$36.1
2020Detailed filing. Detailed filing data is available for this year.$17.8$1.79$16.0$41.6$33.4$8.19
2019Detailed filing. Detailed filing data is available for this year.$8.41$0.60$7.81$5.79$4.24$1.55
2018Detailed filing. Detailed filing data is available for this year.$6.98$0.72$6.27$5.68$4.47$1.21
2017Detailed filing. Detailed filing data is available for this year.$5.74$0.68$5.06$7.39$5.24$2.16
2016Detailed filing. Detailed filing data is available for this year.$3.63$0.73$2.90$1.68$2.61$0.93
2015Detailed filing. Detailed filing data is available for this year.$4.37$0.54$3.83$3.23$2.01$1.22
2014Summary only. Only limited summary data is available for this year.$2.79$0.40$2.39$1.51$2.12$0.61
2013Summary only. Only limited summary data is available for this year.$3.38$0.38$3.00$3.42$1.61$1.81
2012Summary only. Only limited summary data is available for this year.$1.39$0.21$1.18$1.24$1.35$0.11
2011Summary only. Only limited summary data is available for this year.$1.35$0.06$1.29$1.19$0.99$0.20
2010Summary only. Only limited summary data is available for this year.$1.17$0.08$1.09$0.50$0.60$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $5M-$10M nonprofits