Civic Intelligence

Homeownership San Francisco DBA Home Sf

990 • Fiscal year 2022 • EIN 26-4226218

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 31, 2023

Organization Profilehomeownershipsf.org
275 5th Street 314San Francisco, CA 94103

(415) 202-5462

Siviq Scores

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

Liabilities / Assets

81st percentile

0.32x

Higher debt load relative to assets than 81% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

84th percentile

0.39x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

52nd percentile

7.5%

Higher net margin than 52% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

90th percentile

$110,060

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

23rd percentile

-8.8%

Faster asset growth than 23% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

47th percentile

5.5%

Faster revenue growth than 47% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$912,704

Down $88,246 (-8.8%) from 2021

Net Assets

Up

$622,954

Up $55,664 (+9.8%) from 2021

Liabilities

Down

$289,750

Down $143,910 (-33%) from 2021

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin52nd percentile

Revenue

Up

$741,971

Up $38,724 (+5.5%) from 2021

Expenses

Up

$686,307

Up $93,525 (+16%) from 2021

Net Income

Down

$55,664

Down $54,801 (-50%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$1.5M$1.0M$500K$0Assets 2015: $207,273Liabilities 2015: $43,337Net Assets 2015: $163,9362015Assets 2016: $376,547Liabilities 2016: $104,521Net Assets 2016: $272,0262016Assets 2017: $466,224Liabilities 2017: $93,588Net Assets 2017: $372,6362017Assets 2018: $593,577Liabilities 2018: $145,374Net Assets 2018: $448,2032018Assets 2019: $660,851Liabilities 2019: $172,371Net Assets 2019: $488,4802019Assets 2020: $856,378Liabilities 2020: $399,553Net Assets 2020: $456,8252020Assets 2021: $1,000,950Liabilities 2021: $433,660Net Assets 2021: $567,2902021Assets 2022: $912,704Liabilities 2022: $289,750Net Assets 2022: $622,9542022Assets 2023: $965,492Liabilities 2023: $246,124Net Assets 2023: $719,3682023Assets 2024: $1,289,232Liabilities 2024: $369,562Net Assets 2024: $919,6702024Assets 2025: $1,333,582Liabilities 2025: $528,866Net Assets 2025: $804,7162025

Highlighted filing

2022

Assets$912,704
Liabilities$289,750
Net Assets$622,954
Open 2022 Filing

Operations Trend

Revenue Growth47th percentile

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

$1.0M$500K$0-$500KRevenue 2015: $329,068Expenses 2015: $322,373Net Income 2015: $6,6952015Revenue 2016: $431,177Expenses 2016: $323,087Net Income 2016: $108,0902016Revenue 2017: $421,981Expenses 2017: $321,371Net Income 2017: $100,6102017Revenue 2018: $537,379Expenses 2018: $461,812Net Income 2018: $75,5672018Revenue 2019: $534,751Expenses 2019: $494,474Net Income 2019: $40,2772019Revenue 2020: $549,424Expenses 2020: $581,079Net Income 2020: -$31,6552020Revenue 2021: $703,247Expenses 2021: $592,782Net Income 2021: $110,4652021Revenue 2022: $741,971Expenses 2022: $686,307Net Income 2022: $55,6642022Revenue 2023: $826,380Expenses 2023: $729,966Net Income 2023: $96,4142023Revenue 2024: $975,579Expenses 2024: $775,277Net Income 2024: $200,3022024Revenue 2025: $656,894Expenses 2025: $771,848Net Income 2025: -$114,9542025

Highlighted filing

2022

Revenue$741,971
Expenses$686,307
Net Income$55,664
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 31, 2023
Return Version
2021v4.1
Gross Receipts
$741,971
Mission and Program Overview

Mission

The Organization is a citywide collaborative of housing counseling agencies that helps diverse and underserved households achieve and sustain homeownership in San Francisco.

Homeownership SF provides housing information, resources and referrals for affordable rental housing, first time homebuyers, and current homeowners in San Francisco.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$861,206$554,896▼ $306,310
Savings and Temporary Cash Investments$72,396$185,914▲ $113,518
Accounts Receivable$45,353$151,732▲ $106,379
Prepaid Expenses and Deferred Charges$13,735$14,912▲ $1,177
Pledges and Grants Receivable$8,260$5,250▼ $3,010
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,000,950$912,704▼ $88,246
Other Assets Total-$0-
Liabilities
Deferred Revenue$54,576$122,800▲ $68,224
Accounts Payable and Accrued Expenses$28,871$94,547▲ $65,676
Grants Payable$350,213$72,403▼ $277,810
Total Liabilities$433,660$289,750▼ $143,910
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$561,831$614,204▲ $52,373
Net Assets With Donor Restrictions$5,459$8,750▲ $3,291
Total Net Assets Fund Balance$567,290$622,954▲ $55,664
Total Liabilities and Net Assets / Fund Balance$1,000,950$912,704▼ $88,246
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon WayExecutive DirectorFT$100,584$9,476$110,060

Board Members and Trustees

NameTitle
Christi BakerBoard Chair
Joel LuebkemaVice Chair
Daniel LauBoard member
Elmar AslamiBoard member
Ernesto MartinezBoard member
Jewlee GardnerBoard member
Katy FitzsimmonsBoard member
Keith RockmaelBoard member
Macy LeungBoard member
Matthew RizzieBoard member
Nobby ChengBoard member
Rico DelgadilloBoard member
Nicole McCray-DickersonCo-Secty
Rick HarperCo-Secty
Sheri PowersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$699,217
Program Service Revenue
$42,732
Investment Income
$0
Other Revenue
$22
All Other Contributions
$57,380
Change in Net Assets
$55,664

Audited Revenue Reconciliation

Revenue per Audited Statements
$741,971
Total Revenue per Audited Statements
$741,971
Total Revenue per Form 990
$741,971
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$560,354
Other Expenses$125,953
Total Fundraising Expense$7,007
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$345,015$9,566-$354,581
Current Officers, Directors, Trustees, and Key Employees$101,003$8,965$5,768$115,736
Other Employee Benefits$40,894$1,119$208$42,221
Payroll Taxes$35,210$1,501$289$37,000
Fees for Services Accounting-$36,899-$36,899
Occupancy$26,067$1,387$277$27,731
Fees for Services Other$24,548$100-$24,648
Office Expenses$16,578$829$92$17,499
Pension Plan Contributions$10,239$526$51$10,816
Information Technology$8,369$2,091$71$10,531
Advertising$3,890-$210$4,100
Insurance$3,307$176$35$3,518
Travel$990$31$6$1,027
Total Functional Expenses$616,110$63,190$7,007$686,307

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$686,307
Total Expenses per Audited Statements$686,307
Total Expenses per Form 990$686,307
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Balance Rep on BoardMember agencyBMR Svcs OnlyNo$186,332
Asian inc Rep on BoardMember agencyBMR Svcs & Pass ThroughNo$179,360
SFHDC Rep on BoardMember agencyBMR Svcs OnlyNo$132,667
MEDA Rep on BoardMember agencyBMR Svcs & Pass ThroughNo$87,464
SFLGBT Rep on BoardMember agencyBMR Svcs OnlyNo$43,917

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
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 Board reviews the tax return prior to filing.”

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

“Board members review the conflict of interest policy and sign a statement with disclosures at the annual board meeting.”

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

“The Board Members review the Executive Director's salary and determine and approve any increases on an annual basis.”

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

“Upon written request the entity will provide information to the public.”

Filing and Contact Details

Filer

Filer Name
Homeownership San Francisco
EIN
26-4226218
Phone
4152025462
Address
275 5th Street 314, San Francisco, CA 94103

Signing Officer

Name
Shannon Way
Title
Executive Director
Signed
2023-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shannon Way
Formed
2009
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
8
Volunteers
19

Preparer

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

Additional Explanations

Pass-Through Activity

“In addition to the activity reflected in the financial statements the Organization had pass-through activity related to collaborative work with other nonprofit agencies. Total payments as a result of pass-through activity was $755,725 to the following nonprofits: Asian Inc.Consumer Credit Counseling Svc SFFilipino American Development FoundationMission Economic Development AgencyOpenhouseSan Francisco Study Ctr, Inc.Self-Help for the ElderlySF Housing Development CorporationSF LGBT Community Center”

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 June 30, 2022 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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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$912,704
Liabilities
$289,750
Net assets
$622,954
Revenue
$741,971
Expenses
$686,307
Net income
$55,664
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.33$0.53$0.80$0.66$0.77$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.37$0.92$0.98$0.78$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.25$0.72$0.83$0.73$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.29$0.62$0.74$0.69$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.43$0.57$0.70$0.59$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.40$0.46$0.55$0.58$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.17$0.49$0.53$0.49$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.15$0.45$0.54$0.46$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.47$0.09$0.37$0.42$0.32$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.10$0.27$0.43$0.32$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.04$0.16$0.33$0.32$0.01