Liabilities / Assets
83rd percentile
Higher debt load relative to assets than 83% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.17x
Liabilities / Revenue
79th percentile
Higher debt load relative to revenue than 79% of similar nonprofits.
Net Margin
52nd percentile
Higher net margin than 52% of similar nonprofits.
Top Officer Pay
97th percentile
Higher top officer pay than 97% of similar nonprofits.
Top officer pay equals 41.1% of source-year revenue.
Asset Growth
75th percentile
Faster asset growth than 75% of similar nonprofits.
Revenue Growth
84th percentile
Faster revenue growth than 84% of similar nonprofits.
Balance Sheet
Assets
Up$76,539
Up $15,394 (+25%) from 2018
Net Assets
Up$63,323
Up $9,149 (+17%) from 2018
Liabilities
Up$13,216
Up $6,246 (+90%) from 2018
Revenue And Expenses
Revenue
Up$216,251
Up $66,655 (+45%) from 2018
Expenses
Up$207,064
Up $108,055 (+109%) from 2018
Net Income
Down$9,187
Down $41,400 (-82%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2018 to Jun 30, 2019
- Signed
- Jun 10, 2020
- Return Version
- 2018v3.1
- Gross Receipts
- $216,251
Mission and Program Overview
Mission
The mission of the Excelsior Action Group isto increase the safety, attractiveness and viability of the Outer Mission, Excelsior and Broad/Randolph commercial districts.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $39,510 | $48,184 | ▲ $8,674 |
| Accounts Receivable | $21,635 | $28,355 | ▲ $6,720 |
| Savings and Temporary Cash Investments | - | $0 | - |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Pledges and Grants Receivable | - | $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 | - |
| Prepaid Expenses and Deferred Charges | - | $0 | - |
| Total Assets | $61,145 | $76,539 | ▲ $15,394 |
| Other Assets Total | - | $0 | - |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $6,970 | $13,216 | ▲ $6,246 |
| Total Liabilities | $6,970 | $13,216 | ▲ $6,246 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $54,175 | $63,323 | ▲ $9,148 |
| Total Net Assets Fund Balance | $54,175 | $63,323 | ▲ $9,148 |
| Total Liabilities and Net Assets / Fund Balance | $61,145 | $76,539 | ▲ $15,394 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Stephanie Cajina | Executive Director | FT | $85,000 | $3,829 | $88,829 |
Board Members and Trustees
| Name | Title |
|---|---|
| Joe Litehiser | Board Chair |
| Al Harris | Board Member |
| Claire Zvanski | Board Member |
| Mary Harris | Board Member |
| Mel Flores | Board Member |
| Rubie Navarro | Board Member |
| Summer Koide | Board Member |
| Linda D'Avirro | Secretary |
| Grace d'Anca | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $207,750
- Program Service Revenue
- $8,200
- Investment Income
- $0
- Other Revenue
- $301
- All Other Contributions
- $6,088
- Change in Net Assets
- $9,187
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $114,409 |
| Other Expenses | $92,655 |
| Total Fundraising Expense | $1,645 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | $88,173 | $17,162 | $1,064 | $106,399 |
| Fees for Services Other | $38,205 | $523 | - | $38,728 |
| Occupancy | $16,458 | $1,452 | $90 | $18,000 |
| Office Expenses | $8,617 | $2,172 | $411 | $11,200 |
| Fees for Services Accounting | - | $10,456 | - | $10,456 |
| Payroll Taxes | $5,989 | $1,167 | $72 | $7,228 |
| Other Expenses | - | $7,200 | - | $7,200 |
| Insurance | - | $4,211 | - | $4,211 |
| Information Technology | $2,503 | - | - | $2,503 |
| Other Employee Benefits | $648 | $126 | $8 | $782 |
| Travel | - | $357 | - | $357 |
| Total Functional Expenses | $160,593 | $44,826 | $1,645 | $207,064 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Insider Transactions and Loans
Loans and Receivables
| Line Item | Beginning | End | Change |
|---|---|---|---|
| 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
- Yes
- Annual disclosure for covered persons
- Yes
- Audit committee
- Yes
- Backup withholding compliance
- Yes
- 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 2: Description of Business or Family Relationship of Officers, Directors, Et
“Board members Al Harris and Mary Harris are in a family relationship.”
Form 990, Part VI, Line 11B: Form 990 Review Process
“After the 990 is prepared, the board of directors reviews the 990 prior to submitting to the IRS.”
Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts
“Excelsior Action Group (EAG) follows a Conflict of Interest Policy (the policy) designed to foster public confidence in our integrity and to protect our interest when we are contemplating entering a transaction or arrangement that might benefit the private interest of a Board of Directors member, any of our key employees, or any person with substantial influence over EAG, including certain persons who were in such a position at EAG within 5 years prior to a current transaction. Each insider shall disclose to the Board of Directors all material facts regarding his, her, or its interest (including relevant affiliations) in the transaction. The transactions or interests are those that could give rise to a potential conflict of interest with EAG's mission or potential transactions. The insider shall make that disclosure promptly upon learning of the proposed transaction. The Board of Directors shall ascertain that all material facts regarding the transaction and the insider's conflict of interest have been disclosed to the Board of Directors, and shall compile appropriate data to ascertain whether the proposed transaction is fair and reasonable to EAG. After exercising due diligence, the Board of Directors shall determine if a conflict of interest exists.”
Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management
“The Board reviews the Executive Director's compensation annually.”
Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees
“The Board uses salary surveys from similar organizations.”
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
“No governing documents, policies or financial statements are made public.”
Filing and Contact Details
Filer
- Filer Name
- Excelsior Action Group
- EIN
- 30-0347418
- Phone
- 4157695115
- Address
- 35 San Juan Avenue, San Francisco, CA 94112
Signing Officer
- Name
- Mel Flores
- Title
- Interim Exec. Director
- Signed
- 2020-06-10
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Joe Litehiser
- Formed
- 2017
- Legal Domicile
- CA
- Voting Board Members
- 9
- Independent Board Members
- 9
- Employees
- 1
- Volunteers
- 50
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 June 30, 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.”
Raw XML AppendixShowing 400 of 442 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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| IRS990/MissionDesc | 0 | The mission of the Excelsior Action Group isto increase the safety, attractiveness and viability of the Outer Mission, Excelsior and Broad/Randolph commercial districts. |
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| IRS990/OtherExpensesGrp/Desc | 0 | Payroll service and other |
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| IRS990/OtherRevenueMiscGrp/Desc | 0 | Other |
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| IRS990/PartialLiquidationInd | 0 | false |
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| IRS990/PoliticalCampaignActyInd | 0 | false |
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| IRS990/PrincipalOfficerNm | 0 | Joe Litehiser |
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| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
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| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
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| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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, 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. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part X : FIN48 Footnote |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Board members Al Harris and Mary Harris are in a family relationship. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | After the 990 is prepared, the board of directors reviews the 990 prior to submitting to the IRS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Excelsior Action Group (EAG) follows a Conflict of Interest Policy (the policy) designed to foster public confidence in our integrity and to protect our interest when we are contemplating entering a transaction or arrangement that might benefit the private interest of a Board of Directors member, any of our key employees, or any person with substantial influence over EAG, including certain persons who were in such a position at EAG within 5 years prior to a current transaction. Each insider shall disclose to the Board of Directors all material facts regarding his, her, or its interest (including relevant affiliations) in the transaction. The transactions or interests are those that could give rise to a potential conflict of interest with EAG's mission or potential transactions. The insider shall make that disclosure promptly upon learning of the proposed transaction. The Board of Directors shall ascertain that all material facts regarding the transaction and the insider's conflict of interest have been disclosed to the Board of Directors, and shall compile appropriate data to ascertain whether the proposed transaction is fair and reasonable to EAG. After exercising due diligence, the Board of Directors shall determine if a conflict of interest exists. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | The Board reviews the Executive Director's compensation annually. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | The Board uses salary surveys from similar organizations. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | No governing documents, policies or financial statements are made public. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Line 11b: Form 990 Review Process |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available |
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| IRS990/TaxableDistributionsInd | 0 | false |
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| IRS990/TaxExemptBondsInd | 0 | false |
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| IRS990/TerminateOperationsInd | 0 | false |
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| IRS990/TotalCompGreaterThan150KInd | 0 | false |
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| IRS990/TotalEmployeeCnt | 0 | 1 |
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| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 13216 |
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| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 63323 |
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| IRS990/TotalProgramServiceRevenueAmt | 0 | 8200 |
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| IRS990/TotalVolunteersCnt | 0 | 50 |
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Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $76,539
- Liabilities
- $13,216
- Net assets
- $63,323
- Revenue
- $216,251
- Expenses
- $207,064
- Net income
- $9,187