Civic Intelligence

San Francisco Region Social Security Management Association

EIN 23-7134524 • 501(c)5 • San Marcos, CA

Profile

Education and Information Services

367 Via Vera CruzSan Marcos, CA 92078
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

7th percentile

-49%

Higher net margin than 7% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2025

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)5 • <$500k nonprofits • Source year 2025

Asset Growth

19th percentile

-16%

Faster asset growth than 19% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

17th percentile

-18%

Faster revenue growth than 17% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$109,580

Down $21,280 (-16%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$109,580

Down $21,280 (-16%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$43,233

Down $9,522 (-18%) from 2024

Expenses

Up

$64,513

Up $1,367 (+2.2%) from 2024

Net Income

Down

-$21,280

Down $10,889 (-105%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$200K$150K$100K$50K$0Assets 2021: $154,914Net Assets 2021: $154,9142021Assets 2022: $142,904Net Assets 2022: $142,9042022Assets 2023: $141,251Net Assets 2023: $141,2512023Assets 2024: $130,860Net Assets 2024: $130,8602024Assets 2025: $109,580Net Assets 2025: $109,5802025

Highlighted filing

2025

Assets$109,580
Liabilities-
Net Assets$109,580
Open 2025 Filing

Operations Trend

Revenue Growth17th percentile

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

$100K$50K$0-$50KRevenue 2021: $53,772Expenses 2021: $30,525Net Income 2021: $23,2472021Revenue 2022: $52,155Expenses 2022: $59,672Net Income 2022: -$7,5172022Revenue 2023: $51,894Expenses 2023: $56,997Net Income 2023: -$5,1032023Revenue 2024: $52,755Expenses 2024: $63,146Net Income 2024: -$10,3912024Revenue 2025: $43,233Expenses 2025: $64,513Net Income 2025: -$21,2802025

Highlighted filing

2025

Revenue$43,233
Expenses$64,513
Net Income-$21,280
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,580
Liabilities
-
Net assets
$109,580
Revenue
$43,233
Expenses
$64,513
Net income
-$21,280
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.10$1.10$0.43$0.65$0.21
2024Detailed filing. Detailed filing data is available for this year.$1.31$1.31$0.53$0.63$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.41$1.41$0.52$0.57$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.43$1.43$0.52$0.60$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.55$1.55$0.54$0.31$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 2, 2026
Return Version
2024v5.1
Gross Receipts
$43,233
Mission and Program Overview

Mission

Education and Information Services

Program Services

DescriptionGrantsExpenses
Area and Regional Meetings 500 regional members$0$29,565
National Membership Dues$0$22,475
National membership meetings approximately 4000 members$0$10,473
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA PEREZ TOLBERTPresidentPT$0--
TERESA KALBAKLIANVice PresidentPT$0--
FATIMAH WILLIAMSSecretaryPT$0--
SAE KIMTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
San Francisco Region Management Association
EIN
23-7134524
Address
367 VIA VERA CRUZ, SAN MARCOS, CA 92078

Signing Officer

Name
Sae Kim
Title
Treasurer
Phone
2137032009
Signed
2026-02-02
Supplemental Narrative

Additional Explanations

Part I, line 10

“| Grants And Similar Amounts Paid:, Amount:| Scholarship, $2000|”

Part I, line 16

“| Other Expenses:, Amount:| National Council of Social Security Management Association NCSSMA Dues, $22475| SFRMA Regional Meeting, $28736| Area Mixers, $829| NCSSMA National Meeting, $10473|”

Raw XML Appendix107 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0SAE KIM
IRS990EZ/BooksInCareOfDetail/PhoneNum02137032009
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0367 VIA VERA CRUZ
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN MARCOS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092078
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0130860
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0109580
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02700
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21280
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0130860
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0109580
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt043233
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0122
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt040411
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0130860
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0109580
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0130860
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0109580
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIA PEREZ TOLBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERESA KALBAKLIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FATIMAH WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SAE KIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt062513
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0Education and Information Services
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Area and Regional Meetings 500 regional members
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1National Membership Dues
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2National membership meetings approximately 4000 members
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029565
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122475
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210473
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064513
IRS990EZ/TotalProgramServiceExpensesAmt062513
IRS990EZ/TotalRevenueAmt043233
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Grants And Similar Amounts Paid:, Amount:| Scholarship, $2000|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| National Council of Social Security Management Association NCSSMA Dues, $22475| SFRMA Regional Meeting, $28736| Area Mixers, $829| NCSSMA National Meeting, $10473|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SAE KIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02137032009
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN FRANCISCO REGION MANAGEMENT ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SANF
ReturnHeader/Filer/EIN0237134524
ReturnHeader/Filer/ForeignPhoneNum02137032009
ReturnHeader/Filer/USAddress/AddressLine1Txt0367 VIA VERA CRUZ
ReturnHeader/Filer/USAddress/CityNm0SAN MARCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092078
ReturnHeader/ReturnTs02026-01-30T10:11:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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