Civic Intelligence

Customs Brokers & Forwarders Association of Northern California

990EZ • Fiscal year 2019 • EIN 51-0176203

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 30, 2019

Organization ProfileCBFANC.ORG
PO Box 26269San Francisco, CA 94126

(510) 864-2233

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Higher debt load relative to assets than 49% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

50th percentile

0.00x

Higher debt load relative to revenue than 50% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

34th percentile

-3.1%

Higher net margin than 34% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

36th percentile

-3.7%

Faster asset growth than 36% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

42nd percentile

-2.3%

Faster revenue growth than 42% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$165,321

Down $6,272 (-3.7%) from 2018

Net Assets

Down

$165,103

Down $3,312 (-2.0%) from 2018

Liabilities

Down

$218

Down $2,960 (-93%) from 2018

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin34th percentile

Revenue

Down

$106,980

Down $2,474 (-2.3%) from 2018

Expenses

Down

$110,292

Down $55,908 (-34%) from 2018

Net Income

Up

-$3,312

Up $53,434 (+94%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$300K$200K$100K$0Assets 2010: $136,667Net Assets 2010: $136,6672010Assets 2011: $149,477Liabilities 2011: $0Net Assets 2011: $149,4772011Assets 2012: $194,460Liabilities 2012: $0Net Assets 2012: $194,4602012Assets 2013: $223,291Liabilities 2013: $0Net Assets 2013: $223,2912013Assets 2014: $257,373Liabilities 2014: $0Net Assets 2014: $257,3732014Assets 2015: $263,739Liabilities 2015: $0Net Assets 2015: $263,7392015Assets 2016: $262,741Liabilities 2016: $0Net Assets 2016: $262,7412016Assets 2017: $228,324Liabilities 2017: $3,163Net Assets 2017: $225,1612017Assets 2018: $171,593Liabilities 2018: $3,178Net Assets 2018: $168,4152018Assets 2019: $165,321Liabilities 2019: $218Net Assets 2019: $165,1032019Assets 2020: $175,175Net Assets 2020: $175,1752020Assets 2021: $187,591Net Assets 2021: $187,5912021Assets 2022: $184,185Net Assets 2022: $184,1852022Assets 2023: $162,437Net Assets 2023: $162,4372023Assets 2024: $143,081Liabilities 2024: $3,703Net Assets 2024: $139,3782024Assets 2025: $160,050Liabilities 2025: $809Net Assets 2025: $159,2412025

Highlighted filing

2019

Assets$165,321
Liabilities$218
Net Assets$165,103
Open 2019 Filing

Operations Trend

Revenue Growth42nd percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $246,813Expenses 2010: $181,920Net Income 2010: $64,8932010Expenses 2011: $185,1692011Expenses 2012: $174,9862012Expenses 2013: $165,9332013Revenue 2014: $262,853Expenses 2014: $228,771Net Income 2014: $34,0822014Revenue 2015: $221,986Expenses 2015: $215,620Net Income 2015: $6,3662015Revenue 2016: $176,712Expenses 2016: $177,710Net Income 2016: -$9982016Revenue 2017: $135,250Expenses 2017: $172,830Net Income 2017: -$37,5802017Revenue 2018: $109,454Expenses 2018: $166,200Net Income 2018: -$56,7462018Revenue 2019: $106,980Expenses 2019: $110,292Net Income 2019: -$3,3122019Revenue 2020: $92,081Expenses 2020: $82,009Net Income 2020: $10,0722020Revenue 2021: $36,872Expenses 2021: $24,456Net Income 2021: $12,4162021Revenue 2022: $27,627Expenses 2022: $31,033Net Income 2022: -$3,4062022Revenue 2023: $53,296Expenses 2023: $75,044Net Income 2023: -$21,7482023Revenue 2024: $58,364Expenses 2024: $81,423Net Income 2024: -$23,0592024Revenue 2025: $89,148Expenses 2025: $69,285Net Income 2025: $19,8632025

Highlighted filing

2019

Revenue$106,980
Expenses$110,292
Net Income-$3,312
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 30, 2019
Return Version
2018v3.1
Gross Receipts
$106,980
Mission and Program Overview

Mission

The association conducts programs, provides educational and professional enhancement in the international trade community and ensures that goods and services flow seamlessly across borders.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDED SELECT SERVICES AND EDUCATIONAL MEETINGS AND PROGRAMS FOR MEMBERS.$86,009-
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FELICIA ADDISONDirector-$0--
CHRIS GARCEZTreas/Director-$0--
CHRIS KAMMER1st VP/Director-$0--
CHRIS RAMOSPresident-$0--
JACK HUBBARDChairman-$0--
RAYMOND HONG3rd VP-$0--
PETER GONGDirector-$0--
SW LEEDirector-$0--
DEBBIE EDWARDSSecretary-$0--
DANNY ANGDirector-$0--
EVEY HWANGDirector-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Customs Brokers & Forwarders
EIN
51-0176203
Address
PO BOX 26269, SAN FRANCISCO, CA 94126

Signing Officer

Name
Chris Garcez
Title
Treasurer
Signed
2019-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Bregante Company LLP CPAs
Address
301 Battery St 2 Mezzanine, San Francisco, CA 94111
Preparer
Jennifer L Ruth
Phone
4157771001
Supplemental Narrative

Additional Explanations

Other Expenses.1005

“Travel $11874”

Other Expenses.1007

“Conferences, Conventions, and Meetings $59997”

Other Expenses.1012

“Insurance $7461”

Other Expenses.1

“DUES & MEMBERSHIPS $7650”

Other Expenses.2

“Web hosting services $4044”

Other Expenses.3

“CHARITY EVENTS $3825”

Other Expenses.4

“Credit card processing $3562”

Other Expenses.6

“TELEPHONE $217”

Total Liabilities.1

“CREDIT CARD PAYABLE - Beginning $3178 CREDIT CARD PAYABLE - Ending $218”

Raw XML Appendix156 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRIAN CHRISTOPHER
IRS990EZ/BooksInCareOfDetail/PhoneNum05108642233
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 26269
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0941266269
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0171593
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0165321
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3312
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011247
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0171593
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0165321
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0106980
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0495
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt030235
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0168415
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0165103
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0168415
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0165103
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
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/PersonNm0FELICIA ADDISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS GARCEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS KAMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS RAMOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACK HUBBARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RAYMOND HONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PETER GONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SW LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DEBBIE EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DANNY ANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10EVEY HWANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREAS/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST VP/Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt53RD VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt098630
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ASSOCIATION CONDUCTS PROGRAMS, PROVIDES EDUCATIONAL AND PROFESSIONAL ENHANCEMENT IN THE INTERNATIONAL TRADE COMMUNITY AND ENSURES THAT GOODS AND SERVICES FLOW SEAMLESSLY ACROSS BORDERS.
IRS990EZ/PrintingPublicationsPostageAmt0415
IRS990EZ/ProgramServiceRevenueAmt076250
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDED SELECT SERVICES AND EDUCATIONAL MEETINGS AND PROGRAMS FOR MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt086009
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03178
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0218
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0110292
IRS990EZ/TotalProgramServiceExpensesAmt086009
IRS990EZ/TotalRevenueAmt0106980
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CBFANC.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt030235
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $11874
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $59997
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $7461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES & MEMBERSHIPS $7650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEB HOSTING SERVICES $4044
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHARITY EVENTS $3825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CREDIT CARD PROCESSING $3562
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TELEPHONE $217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CREDIT CARD PAYABLE - Beginning $3178 CREDIT CARD PAYABLE - Ending $218
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS GARCEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CUSTOMS BROKERS & FORWARDERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION OF NORTHERN CALIFORNIA
ReturnHeader/Filer/BusinessNameControlTxt0CUST
ReturnHeader/Filer/EIN0510176203
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 26269
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094126
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942861940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bregante Company LLP CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 Battery St 2 Mezzanine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04157771001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer L Ruth
ReturnHeader/ReturnTs02019-09-30T11:20:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$165,321
Liabilities
$218
Net assets
$165,103
Revenue
$106,980
Expenses
$110,292
Net income
-$3,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.60$0.01$1.59$0.89$0.69$0.20
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.04$1.39$0.58$0.81$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.62$1.62$0.53$0.75$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.84$1.84$0.28$0.31$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.88$1.88$0.37$0.24$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.75$1.75$0.92$0.82$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$1.07$1.10$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.03$1.68$1.09$1.66$0.57
2017Detailed filing. Detailed filing data is available for this year.$2.28$0.03$2.25$1.35$1.73$0.38
2016Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$1.77$1.78$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$2.22$2.16$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$2.63$2.29$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.00$2.23$1.66
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.00$1.94$1.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.00$1.49$1.85
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$1.37$2.47$1.82$0.65