Civic Intelligence

Excelsior Action Group

990 • Fiscal year 2020 • EIN 30-0347418

Jul 01, 2019 to Jun 30, 2020 • Filed on May 13, 2021

35 San Juan AvenueSan Francisco, CA 94112

(415) 769-5115

Siviq Scores

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

Liabilities / Assets

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

76th percentile

27%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$51,955

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 18.7% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

86th percentile

85%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

82nd percentile

28%

Faster revenue growth than 82% of similar nonprofits.

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

Assets

Up

$141,970

Up $65,431 (+85%) from 2019

Net Assets

Up

$137,259

Up $73,936 (+117%) from 2019

Liabilities

Down

$4,711

Down $8,505 (-64%) from 2019

Revenue

Up

$277,731

Up $61,480 (+28%) from 2019

Expenses

Down

$203,795

Down $3,269 (-1.6%) from 2019

Net Income

Up

$73,936

Up $64,749 (+705%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2018: $61,145Liabilities 2018: $6,970Net Assets 2018: $54,1742018Assets 2019: $76,539Liabilities 2019: $13,216Net Assets 2019: $63,3232019Assets 2020: $141,970Liabilities 2020: $4,711Net Assets 2020: $137,2592020Assets 2021: $46,069Liabilities 2021: $5,684Net Assets 2021: $40,3852021Assets 2022: $211,267Liabilities 2022: $44,829Net Assets 2022: $166,4382022Assets 2023: $211,643Liabilities 2023: $32,351Net Assets 2023: $179,2922023Assets 2024: $561,155Liabilities 2024: $16,923Net Assets 2024: $544,2322024

Highlighted filing

2020

Assets$141,970
Liabilities$4,711
Net Assets$137,259

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $149,596Expenses 2018: $99,009Net Income 2018: $50,5872018Revenue 2019: $216,251Expenses 2019: $207,064Net Income 2019: $9,1872019Revenue 2020: $277,731Expenses 2020: $203,795Net Income 2020: $73,9362020Revenue 2021: $252,356Expenses 2021: $349,230Net Income 2021: -$96,8742021Revenue 2022: $588,550Expenses 2022: $462,497Net Income 2022: $126,0532022Revenue 2023: $557,426Expenses 2023: $549,062Net Income 2023: $8,3642023Revenue 2024: $1,219,406Expenses 2024: $882,173Net Income 2024: $337,2332024

Highlighted filing

2020

Revenue$277,731
Expenses$203,795
Net Income$73,936
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 13, 2021
Return Version
2019v5.2
Gross Receipts
$277,731
Mission and Program Overview

Mission

The mission of excelsior action group is to increase the safety, attractiveness and viability of the outer mission, excelsior and broad/randolph commercial district.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$48,184$123,989▲ $75,805
Accounts Receivable$28,355$16,011▼ $12,344
Total Assets$76,539$141,970▲ $65,431
Other Assets Total$0$1,970▲ $1,970
Liabilities
Accounts Payable and Accrued Expenses$13,216$4,711▼ $8,505
Total Liabilities$13,216$4,711▼ $8,505
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$63,323$122,259▲ $58,936
Net Assets With Donor Restrictions-$15,000-
Total Net Assets Fund Balance$63,323$137,259▲ $73,936
Total Liabilities and Net Assets / Fund Balance$76,539$141,970▲ $65,431
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Stephanie CajinaExecutive DirectorFT$51,955$51,955

Board Members and Trustees

NameTitle
Cathy Mulkey-meyerBoard Chair
Al HarrisVice Chair
Claire ZvanskiBoard Member
Mary HarrisBoard Member
Rubie NavarroBoard Member
Bruce ColvilleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$277,730
Program Service Revenue
$0
Investment Income
$1
Other Revenue
$0
All Other Contributions
$20,522
Change in Net Assets
$73,936
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$148,331
Other Expenses$55,464
Total Fundraising Expense$1,690
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$66,817$13,006$806$80,629
Current Officers, Directors, Trustees, and Key Employees$43,055$8,380$520$51,955
Fees for Services Other$13,021$179-$13,200
Occupancy$11,770$1,038$64$12,872
Fees for Services Accounting-$12,048-$12,048
Payroll Taxes$9,387$1,829$113$11,329
Insurance-$5,622-$5,622
Other Employee Benefits$3,661$712$45$4,418
Office Expenses$2,967$748$142$3,857
Conferences and Meetings-$1,880-$1,880
Information Technology$736--$736
Other Expenses$2,000$315-$315
All Other Expenses-$314-$314
Total Functional Expenses$153,414$48,691$1,690$203,795
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Section A, Line 2

Board members al harris and mary harris are in a family relationship.

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

After the 990 is prepared, the board of directors reviews the 990 prior to submitting to the irs.

Form 990, Part VI, Section B, Line 12C

Excelsior action group (eag) follows a conflict of interst policy (the policy) designed to foster public confidence in our integrity 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 directos, and shall compile appropriate data to ascertain whether the proposed transaction is fair and reasonable to eag. After exercising due diligience, the board of directors shall determine if a conflict of interest exists.

Form 990, Part VI, Section B, Line 15

The board uses salary surveys from similar organizations. The board uses salary surveys from similar organizations.

Form 990, Part VI, Section C, Line 19

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
Maribel Ramirez
Title
Executive Director
Phone
4157695115
Signed
2021-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cathy Mulkey-meyer
Formed
2017
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
4
Volunteers
25

Preparer

Firm
Vasquez & Co Llp
Address
655 N CENTRAL AVE STE 1550, GLENDALE, CA 91203
Preparer
Lynn D Boster
Phone
2138731700
Supplemental Narrative

Additional Explanations

Form 990 Page 1, Part 1, Line 1

The mission of excelsior action group is to increase the safety, attractiveness and viability of the outer mission, excelsior and broad/randolph commercial districts.

Raw XML Appendix366 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/ExplanationTxt0THE MISSION OF EXCELSIOR ACTION GROUP IS TO INCREASE THE SAFETY, ATTRACTIVENESS AND VIABILITY OF THE OUTER MISSION, EXCELSIOR AND BROAD/RANDOLPH COMMERCIAL DISTRICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS AL HARRIS AND MARY HARRIS ARE IN A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFTER THE 990 IS PREPARED, THE BOARD OF DIRECTORS REVIEWS THE 990 PRIOR TO SUBMITTING TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXCELSIOR ACTION GROUP (EAG) FOLLOWS A CONFLICT OF INTERST POLICY (THE POLICY) DESIGNED TO FOSTER PUBLIC CONFIDENCE IN OUR INTEGRITY 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 DIRECTOS, AND SHALL COMPILE APPROPRIATE DATA TO ASCERTAIN WHETHER THE PROPOSED TRANSACTION IS FAIR AND REASONABLE TO EAG. AFTER EXERCISING DUE DILIGIENCE, THE BOARD OF DIRECTORS SHALL DETERMINE IF A CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD USES SALARY SURVEYS FROM SIMILAR ORGANIZATIONS. THE BOARD USES SALARY SURVEYS FROM SIMILAR ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO GOVERNING DOCUMENTS, POLICIES OR FINANCIAL STATEMENTS ARE MADE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PAGE 1, PART 1, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt076539
IRS990/TotalAssetsEOYAmt0141970
IRS990/TotalAssetsGrp/BOYAmt076539
IRS990/TotalAssetsGrp/EOYAmt0141970
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0277730
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01690
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt048691
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0153414
IRS990/TotalFunctionalExpensesGrp/TotalAmt0203795
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt013216
IRS990/TotalLiabilitiesEOYAmt04711
IRS990/TotalLiabilitiesGrp/BOYAmt013216
IRS990/TotalLiabilitiesGrp/EOYAmt04711
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt063323
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0137259
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0153414
IRS990/TotalReportableCompFromOrgAmt051955
IRS990/TotalRevenueGrp/ExclusionAmt01
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0277731
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt076539
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0141970
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt035 SAN JUAN AVENUE
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094112
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.EAGSF.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIBEL RAMIREZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04157695115
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXCELSIOR ACTION GROUP
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0300347418
ReturnHeader/Filer/PhoneNum04157695115
ReturnHeader/Filer/USAddress/AddressLine1Txt035 SAN JUAN AVENUE
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094112
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330700332
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VASQUEZ & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0655 N CENTRAL AVE STE 1550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091203
ReturnHeader/PreparerPersonGrp/PhoneNum02138731700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNN D BOSTER
ReturnHeader/ReturnTs02021-05-14T18:40:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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