Civic Intelligence

Elfun Society California North Inc

EIN 47-2444282 • 501(c)7 • San Jose, CA

Profile

Social support and communications of our members, primarily GE retirees

PO Box 41035San Jose, CA 95160

www.elfunnorcal.org

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

3rd percentile

-157%

Higher net margin than 3% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2023

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

31st percentile

-7.9%

Faster asset growth than 31% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-56%

Faster revenue growth than 7% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$53,872

Down $4,638 (-7.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$53,872

Down $4,638 (-7.9%) from 2022

Operations
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$2,949

Down $3,781 (-56%) from 2022

Expenses

Down

$7,587

Down $1,593 (-17%) from 2022

Net Income

Down

-$4,638

Down $2,188 (-89%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$80K$60K$40K$20K$0Assets 2014: $73,806Liabilities 2014: $02014Assets 2015: $66,918Liabilities 2015: $02015Assets 2016: $67,877Liabilities 2016: $02016Assets 2017: $62,126Liabilities 2017: $02017Assets 2018: $59,069Liabilities 2018: $02018Assets 2019: $54,842Liabilities 2019: $02019Assets 2020: $56,485Liabilities 2020: $02020Assets 2021: $60,960Liabilities 2021: $0Net Assets 2021: $60,9602021Assets 2022: $58,510Liabilities 2022: $0Net Assets 2022: $58,5102022Assets 2023: $53,872Liabilities 2023: $0Net Assets 2023: $53,8722023

Highlighted filing

2023

Assets$53,872
Liabilities$0
Net Assets$53,872
Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

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

$30K$20K$10K$0-$10KRevenue 2014: $11,073Expenses 2014: $5,579Net Income 2014: $5,4942014Revenue 2015: $13,909Expenses 2015: $20,797Net Income 2015: -$6,8882015Revenue 2016: $15,961Expenses 2016: $15,002Net Income 2016: $9592016Revenue 2017: $14,830Expenses 2017: $20,581Net Income 2017: -$5,7512017Revenue 2018: $20,888Expenses 2018: $23,945Net Income 2018: -$3,0572018Revenue 2019: $15,950Expenses 2019: $20,177Net Income 2019: -$4,2272019Revenue 2020: $12,552Expenses 2020: $10,909Net Income 2020: $1,6432020Revenue 2021: $14,466Expenses 2021: $9,991Net Income 2021: $4,4752021Revenue 2022: $6,730Expenses 2022: $9,180Net Income 2022: -$2,4502022Revenue 2023: $2,949Expenses 2023: $7,587Net Income 2023: -$4,6382023

Highlighted filing

2023

Revenue$2,949
Expenses$7,587
Net Income-$4,638
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,872
Liabilities
$0
Net assets
$53,872
Revenue
$2,949
Expenses
$7,587
Net income
-$4,638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$53.9$0.00$53.9$2.95$7.59$4.64
2022Detailed filing. Detailed filing data is available for this year.$58.5$0.00$58.5$6.73$9.18$2.45
2021Detailed filing. Detailed filing data is available for this year.$61.0$0.00$61.0$14.5$9.99$4.48
2020Summary only. Only limited summary data is available for this year.$56.5$0.00$12.6$10.9$1.64
2019Summary only. Only limited summary data is available for this year.$54.8$0.00$16.0$20.2$4.23
2018Summary only. Only limited summary data is available for this year.$59.1$0.00$20.9$23.9$3.06
2017Summary only. Only limited summary data is available for this year.$62.1$0.00$14.8$20.6$5.75
2016Summary only. Only limited summary data is available for this year.$67.9$0.00$16.0$15.0$0.96
2015Summary only. Only limited summary data is available for this year.$66.9$0.00$13.9$20.8$6.89
2014Summary only. Only limited summary data is available for this year.$73.8$0.00$11.1$5.58$5.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 8, 2024
Return Version
2023v5.0
Gross Receipts
$2,949
Mission and Program Overview

Mission

Social support and communications of our members, primarily GE retirees

Program Services

DescriptionGrantsExpenses
Supported AARP/IRS Taxaide Support Lion's Club Eyeglass donation Subsidized member monthly Luncheons with Technical Talks$0$0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Yogeshwar DayalChairperson-$0--
James LeonardVice President And TreasurerPT$0--
Judy ScallySecretaryPT$0--
John ArmentaBoard Member-$0--
Terry ChapmanBoard Member-$0--
Tim ChristmanBoard Member-$0--
Eugene NicholsBoard Member-$0--
Matthew PolomikBoard Member-$0--
Willard RoitBoard Member-$0--
Thomas RuffoBoard Member-$0--
Gretchen ZaneBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Elfun Society California North Inc
EIN
47-2444282
Phone
4087120704
Address
PO BOX 41035, SAN JOSE, CA 95160

Signing Officer

Name
James Leonard
Title
Vice President/treasurer
Phone
4087120704
Signed
2024-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Wrp Tax Services Inc
Address
1855 HAMILTON AVENUE SUITE 101, SAN JOSE, CA 95125
Preparer
Quynh L Ho CPA
Phone
4083717761
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: INTEREST INCOME. Amount: 1,036.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: Elfun Society Functions. Grantee Name: Various. Date of Gift: Various. Amount Given: 4,275.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: INSURANCE. Amount: 2,520. Description: ZOOM ACCOUNT. Amount: 157. Description: PO BOX. Amount: 212. Description: TAX SOFTWARE. Amount: 300. Description: FEDERAL TAX 2020 &2021. Amount: 61. Description: STATE TAX 2000 & 2021. Amount: 25. Description: EARLY PENTALTY CD WITHDRAWAL. Amount: 37. Total to Form 990-EZ, line 16: 3,312.”

Raw XML Appendix162 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAMES LEONARD
IRS990EZ/BooksInCareOfDetail/PhoneNum04087120704
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 41035
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095160
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058510
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053872
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-4638
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt053872
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04275
IRS990EZ/GrossReceiptsAmt02949
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01036
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt01913
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058510
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053872
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058510
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053872
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Yogeshwar Dayal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1James Leonard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Judy Scally
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3John Armenta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Terry Chapman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tim Christman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Eugene Nichols
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Matthew Polomik
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Willard Roit
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Thomas Ruffo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Gretchen Zane
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairperson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President and Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Board Member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03312
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Social support and communications of our members, primarily GE retirees
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Supported AARP/IRS Taxaide Support Lion's Club Eyeglass donation Subsidized member monthly Luncheons with Technical Talks
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt07587
IRS990EZ/TotalRevenueAmt02949
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ELFUNNORCAL.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST INCOME. Amount: 1,036.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Elfun Society Functions. Grantee Name: Various. Date of Gift: Various. Amount Given: 4,275.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: INSURANCE. Amount: 2,520. Description: ZOOM ACCOUNT. Amount: 157. Description: PO BOX. Amount: 212. Description: TAX SOFTWARE. Amount: 300. Description: FEDERAL TAX 2020 &2021. Amount: 61. Description: STATE TAX 2000 & 2021. Amount: 25. Description: EARLY PENTALTY CD WITHDRAWAL. Amount: 37. Total to Form 990-EZ, line 16: 3,312.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES LEONARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04087120704
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELFUN SOCIETY CALIFORNIA NORTH INC
ReturnHeader/Filer/BusinessNameControlTxt0ELFU
ReturnHeader/Filer/EIN0472444282
ReturnHeader/Filer/PhoneNum04087120704
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 41035
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095160
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831219903
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WRP TAX SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01855 HAMILTON AVENUE SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095125
ReturnHeader/PreparerPersonGrp/PhoneNum04083717761
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0QUYNH L HO CPA
ReturnHeader/ReturnTs02024-04-08T20:20:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEONARD
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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