Civic Intelligence

Local 39 Educational Scholarship Fund

990 • Fiscal year 2020 • EIN 25-1918535

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 22, 2021

Organization ProfileN/A
337 Valencia StreetSan Francisco, CA 94103

(415) 861-1135

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

4th percentile

-103%

Higher net margin than 4% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

12th percentile

-10%

Faster asset growth than 12% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-62%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$692,183

Down $79,020 (-10%) from 2019

Net Assets

Down

$692,183

Down $79,020 (-10%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin4th percentile

Revenue

Down

$76,497

Down $122,502 (-62%) from 2019

Expenses

Up

$155,517

Up $17,463 (+13%) from 2019

Net Income

Down

-$79,020

Down $139,965 (-230%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$1.0M$500K$0Assets 2014: $421,176Liabilities 2014: $0Net Assets 2014: $421,1762014Assets 2015: $449,848Liabilities 2015: $0Net Assets 2015: $449,8482015Assets 2016: $549,640Liabilities 2016: $0Net Assets 2016: $549,6402016Assets 2017: $670,846Liabilities 2017: $0Net Assets 2017: $670,8462017Assets 2018: $715,341Liabilities 2018: $0Net Assets 2018: $715,3412018Assets 2019: $771,203Liabilities 2019: $0Net Assets 2019: $771,2032019Assets 2020: $692,183Liabilities 2020: $0Net Assets 2020: $692,1832020Assets 2021: $603,788Liabilities 2021: $0Net Assets 2021: $603,7882021Assets 2022: $733,111Liabilities 2022: $0Net Assets 2022: $733,1112022Assets 2023: $819,950Liabilities 2023: $0Net Assets 2023: $819,9502023Assets 2024: $896,037Liabilities 2024: $0Net Assets 2024: $896,0372024

Highlighted filing

2020

Assets$692,183
Liabilities$0
Net Assets$692,183
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $143,254Expenses 2014: $156,019Net Income 2014: -$12,7652014Revenue 2015: $152,416Expenses 2015: $123,744Net Income 2015: $28,6722015Revenue 2016: $238,773Expenses 2016: $138,981Net Income 2016: $99,7922016Revenue 2017: $266,737Expenses 2017: $145,531Net Income 2017: $121,2062017Revenue 2018: $206,371Expenses 2018: $161,876Net Income 2018: $44,4952018Revenue 2019: $198,999Expenses 2019: $138,054Net Income 2019: $60,9452019Revenue 2020: $76,497Expenses 2020: $155,517Net Income 2020: -$79,0202020Revenue 2021: $12,729Expenses 2021: $101,124Net Income 2021: -$88,3952021Revenue 2022: $233,078Expenses 2022: $103,755Net Income 2022: $129,3232022Revenue 2023: $219,909Expenses 2023: $133,070Net Income 2023: $86,8392023Revenue 2024: $183,736Expenses 2024: $107,649Net Income 2024: $76,0872024

Highlighted filing

2020

Revenue$76,497
Expenses$155,517
Net Income-$79,020
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 22, 2021
Return Version
2020v4.1
Gross Receipts
$76,786
Mission and Program Overview

Mission

PROVIDE SCHOLARSHIPS

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$521,203$442,183▼ $79,020
Other Notes and Loans Receivable, Net$250,000$250,000→ $0
Total Assets$771,203$692,183▼ $79,020
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$771,203$692,183▼ $79,020
Total Net Assets Fund Balance$771,203$692,183▼ $79,020
Total Liabilities and Net Assets / Fund Balance$771,203$692,183▼ $79,020
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Jerry KalmarPresident
Joe KleinSecretary
Charlie SoltTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$67,747
Program Service Revenue
$0
Investment Income
$8,750
Other Revenue
$0
Change in Net Assets
$-79,020
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$153,887
Other Expenses$1,630
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$153,887--$153,887
Office Expenses-$1,630-$1,630
Total Functional Expenses$153,887$1,630$0$155,517
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$289
Fundraising Gross Income$289
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$68,036$289$289$0
Total Events$68,036$289$289$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 was provided to the organization's governing body for review before it was filed.”

Form 990, Part VI, Section C, Line 19

“The organization doesn't make its governing documents and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Local 39 Educational Scholarship Fund
EIN
25-1918535
Phone
4158611135
Address
337 VALENCIA STREET, SAN FRANCISCO, CA 94103

Signing Officer

Name
Jerry Kalmar
Title
President
Phone
4158611135
Signed
2021-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry Kalmar
Formed
2005
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Michelle L Mccann
Phone
9252779100
Raw XML Appendix341 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOESN'T MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
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IRS990/TotalProgramServiceExpensesAmt0153887
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt08750
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt076497
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0771203
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0692183
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0337 VALENCIA STREET
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094103
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY KALMAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04158611135
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 39 EDUCATIONAL SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0251918535
ReturnHeader/Filer/PhoneNum04158611135
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PARKWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE L MCCANN
ReturnHeader/ReturnTs02021-10-22T13:20:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KALMAR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$692,183
Liabilities
$0
Net assets
$692,183
Revenue
$76,497
Expenses
$155,517
Net income
-$79,020
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.96$0.00$8.96$1.84$1.08$0.76
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.20$0.00$8.20$2.20$1.33$0.87
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.33$0.00$7.33$2.33$1.04$1.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.04$0.00$6.04$0.13$1.01$0.88
2020Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.76$1.56$0.79
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.71$0.00$7.71$1.99$1.38$0.61
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.15$0.00$7.15$2.06$1.62$0.44
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.71$0.00$6.71$2.67$1.46$1.21
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.50$0.00$5.50$2.39$1.39$1.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.50$0.00$4.50$1.52$1.24$0.29
2014Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$1.43$1.56$0.13