Civic Intelligence

Customs Brokers & Forwarders Association of Northern California

990EZ • Fiscal year 2023 • EIN 51-0176203

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 07, 2023

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

9th percentile

-41%

Higher net margin than 9% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

93%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$162,437

Down $21,748 (-12%) from 2022

Net Assets

Down

$162,437

Down $21,748 (-12%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Up

$53,296

Up $25,669 (+93%) from 2022

Expenses

Up

$75,044

Up $44,011 (+142%) from 2022

Net Income

Down

-$21,748

Down $18,342 (-539%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2023

Assets$162,437
Liabilities-
Net Assets$162,437
Open 2023 Filing

Operations Trend

Revenue Growth93rd 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

2023

Revenue$53,296
Expenses$75,044
Net Income-$21,748
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$53,296
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.-$56,060
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FELICIA ADDISON1st VP/Director-$0--
CHRIS GARCEZTreas/Director-$0--
CHRIS KAMMER3rd VP/Director-$0--
CHRIS RAMOSSr. Advisor-$0--
JACK HUBBARDSr. Advisor-$0--
LIZ CHAPMANDirector-$0--
PETER GONGDirector-$0--
SW LEEPresident-$0--
EVEY HWANGChairman/Sec.-$0--
JAMES MCNAMEE JRDirector-$0--
LORI AZZOPAARDI2nd VP/Director-$0--
MINDY LIDirector-$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
2023-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Bregante Company Llp Cpas
Address
315 MONTGOMERY ST STE 1029, SAN FRANCISCO, CA 94104
Preparer
Jennifer L Ruth
Phone
4157771001
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $42190”

Other Expenses.1012

“Insurance $10159”

Other Expenses.1

“Credit card processing $4471”

Other Expenses.2

“DUES & MEMBERSHIPS $3360”

Other Expenses.3

“Web hosting services $2740”

Other Expenses.4

“TELEPHONE $95”

Raw XML Appendix157 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/PersonNm0DEBBIE EDWARDS
IRS990EZ/BooksInCareOfDetail/PhoneNum05108642233
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 26269
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0941266269
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0184185
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0162437
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21748
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012029
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0184185
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0162437
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt053296
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017950
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0184185
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0162437
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0184185
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0162437
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/AverageHrsPerWkDevotedToPosRt111.00
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/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FELICIA ADDISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS GARCEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS KAMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS RAMOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACK HUBBARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LIZ CHAPMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PETER GONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SW LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8EVEY HWANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JAMES MCNAMEE JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10LORI AZZOPAARDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MINDY LI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt01ST VP/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREAS/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt23RD VP/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SR. ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SR. ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Chairman/Sec.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt102ND VP/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt063015
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/ProgramServiceRevenueAmt035346
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDED SELECT SERVICES AND EDUCATIONAL MEETINGS AND PROGRAMS FOR MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056060
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt075044
IRS990EZ/TotalProgramServiceExpensesAmt056060
IRS990EZ/TotalRevenueAmt053296
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CBFANC.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt017950
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $42190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $10159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARD PROCESSING $4471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES & MEMBERSHIPS $3360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEB HOSTING SERVICES $2740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TELEPHONE $95
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS GARCEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942861940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BREGANTE COMPANY LLP CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0315 MONTGOMERY ST STE 1029
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04157771001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer L Ruth
ReturnHeader/ReturnTs02023-11-08T06:30:22-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARCEZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$162,437
Liabilities
-
Net assets
$162,437
Revenue
$53,296
Expenses
$75,044
Net income
-$21,748
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