Civic Intelligence

Building Owners and Managers Association of San Francisco Foundation

990 • Fiscal year 2020 • EIN 80-0757877

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

233 Sansome Street 8th FloorSan Francisco, CA 94104

(415) 362-8567

Siviq Scores

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

Liabilities / Assets

51st percentile

0.05x

Higher debt load relative to assets than 51% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.38x

Higher debt load relative to revenue than 80% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

6th percentile

-71%

Higher net margin than 6% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

19th percentile

-4.8%

Faster asset growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-74%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Flat

$595,013

Flat from 2020

Net Assets

Flat

$564,332

Flat from 2020

Liabilities

Flat

$30,681

Flat from 2020

Revenue

Flat

$81,420

Flat from 2020

Expenses

Flat

$139,138

Flat from 2020

Net Income

Flat

-$57,718

Flat from 2020

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2011: $20,918Liabilities 2011: $02011Assets 2012: $76,587Liabilities 2012: $31,800Net Assets 2012: $44,7872012Assets 2013: $99,938Liabilities 2013: $76,502Net Assets 2013: $23,4362013Assets 2014: $54,169Liabilities 2014: $78,608Net Assets 2014: -$24,4392014Assets 2015: $123,549Liabilities 2015: $46,562Net Assets 2015: $76,9872015Assets 2016: $347,119Liabilities 2016: $27,102Net Assets 2016: $320,0172016Assets 2017: $369,795Liabilities 2017: $7,868Net Assets 2017: $361,9272017Assets 2018: $652,444Liabilities 2018: $54,895Net Assets 2018: $597,5492018Assets 2019: $624,889Liabilities 2019: $2,839Net Assets 2019: $622,0502019Assets 2020: $595,013Liabilities 2020: $30,681Net Assets 2020: $564,3322020Assets 2020: $595,013Liabilities 2020: $30,681Net Assets 2020: $564,3322020Assets 2021: $593,514Liabilities 2021: $6,550Net Assets 2021: $586,9642021Assets 2022: $526,660Liabilities 2022: $5,413Net Assets 2022: $521,2472022Assets 2023: $462,138Liabilities 2023: $12,8192023Assets 2024: $406,637Liabilities 2024: $21,350Net Assets 2024: $385,2872024

Highlighted filing

2020

Assets$595,013
Liabilities$30,681
Net Assets$564,332

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $20,918Expenses 2011: $0Net Income 2011: $20,9182011Revenue 2012: $78,855Expenses 2012: $54,986Net Income 2012: $23,8692012Revenue 2013: $101,998Expenses 2013: $123,349Net Income 2013: -$21,3512013Revenue 2014: $128,035Expenses 2014: $171,726Net Income 2014: -$43,6912014Revenue 2015: $216,347Expenses 2015: $123,251Net Income 2015: $93,0962015Revenue 2016: $356,408Expenses 2016: $113,376Net Income 2016: $243,0322016Revenue 2017: $292,561Expenses 2017: $250,575Net Income 2017: $41,9862017Revenue 2018: $393,159Expenses 2018: $102,147Net Income 2018: $291,0122018Revenue 2019: $315,861Expenses 2019: $288,860Net Income 2019: $27,0012019Revenue 2020: $81,420Expenses 2020: $139,138Net Income 2020: -$57,7182020Revenue 2020: $81,420Expenses 2020: $139,138Net Income 2020: -$57,7182020Revenue 2021: $161,982Expenses 2021: $139,350Net Income 2021: $22,6322021Revenue 2022: $104,659Expenses 2022: $170,376Net Income 2022: -$65,7172022Revenue 2023: $103,215Expenses 2023: $175,143Net Income 2023: -$71,9282023Revenue 2024: $97,820Expenses 2024: $161,852Net Income 2024: -$64,0322024

Highlighted filing

2020

Revenue$81,420
Expenses$139,138
Net Income-$57,718
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$95,000
Mission and Program Overview

Mission

Charitable and educational purposes

To lead commercial real estate companies and service firms to address the industry's growing workforce challenges throughout the San Francisco Bay Area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$591,871$584,390▼ $7,481
Pledges and Grants Receivable$25,000$0▼ $25,000
Accounts Receivable$1,513$9,882▲ $8,369
Prepaid Expenses and Deferred Charges$6,505$741▼ $5,764
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$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-
Total Assets$624,889$595,013▼ $29,876
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$289$26,381▲ $26,092
Deferred Revenue$2,550$4,300▲ $1,750
Total Liabilities$2,839$30,681▲ $27,842
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$597,050$564,332▼ $32,718
Net Assets With Donor Restrictions$25,000--
Total Net Assets Fund Balance$622,050$564,332▼ $57,718
Total Liabilities and Net Assets / Fund Balance$624,889$595,013▼ $29,876
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$14,950
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$66,470
All Other Contributions
$14,950
Change in Net Assets
$-57,718
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$120,002
Grants and Similar Amounts Paid$19,136
Total Fundraising Expense$17,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$50,000$7,500$17,500$75,000
Grants to Domestic Orgs$19,136--$19,136
Fees for Services Accounting-$16,965-$16,965
Fees for Services Other$12,150$1,500-$13,650
Information Technology$10,573--$10,573
Fees for Services Legal-$2,421-$2,421
Insurance-$794-$794
Office Expenses-$599-$599
Total Functional Expenses$91,859$29,779$17,500$139,138
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SF State University CorpSan Francisco, CA-CRE Fellows Program$19,136
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$80,050
Fundraising Direct Expenses$13,580
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
CREATE GALA 2020 Virtual$80,050$80,050$13,580$66,470
Total Events$80,050$80,050$13,580$66,470
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
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
No
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

The organization is managed by Building Owners and Managers of San Francisco under a shared services agreement.

Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents

Organization amended Articles of Incorporation and Bylaws to change the name and also changed the composition of the Board of Directors.

Form 990, Part VI, Line 11B: Form 990 Review Process

990 draft will be provided for review before filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents and Form 990 are available on the Attorney General's website. Other documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Commercial Real Estate Alliance
EIN
80-0757877
Phone
4153628567
Address
233 Sansome Street 8th Floor, San Francisco, CA 94104

Signing Officer

Name
John Bryant
Title
CEO
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Bryant
Formed
2011
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
30

Preparer

Firm
John Waddell & Co CPAs
Address
3416 American River Drive A, Sacramento, CA 95864
Preparer
Deborah F Ask CPA
Phone
9164882460
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt010573
IRS990/InformationTechnologyGrp/TotalAmt010573
IRS990/InsuranceGrp/ManagementAndGeneralAmt0794
IRS990/InsuranceGrp/TotalAmt0794
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt09
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To lead commercial real estate companies and service firms to address the industry's growing workforce challenges throughout the San Francisco Bay Area.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt0622050
IRS990/NetAssetsOrFundBalancesEOYAmt0564332
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt066470
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt066470
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0597050
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0564332
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0599
IRS990/OfficeExpensesGrp/TotalAmt0599
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt025000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06505
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0741
IRS990/PrincipalOfficerNm0John Bryant
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0357683
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0130000
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0158860
IRS990/PYOtherRevenueAmt0-41822
IRS990/PYRevenuesLessExpensesAmt027001
IRS990/PYTotalExpensesAmt0288860
IRS990/PYTotalRevenueAmt0315861
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-57718
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt039950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0357683
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0379263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0286747
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0260336
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01323979
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0107456
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86630
IRS990ScheduleA/PublicSupportPY170Pct00.85980
IRS990ScheduleA/PublicSupportTotal170Amt01146984
IRS990ScheduleA/SubstantialContributorsTotAmt0176995
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt039950
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0357683
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0379263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0286747
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0260336
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01323979
IRS990ScheduleA/TotalSupportAmt01323979
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013580
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CREATE GALA 2020 Virtual
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt080050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt080050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt080050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt080050
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt066470
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013580
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013580
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt019136
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CRE Fellows Program
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SF State University Corp
IRS990ScheduleI/RecipientTable/RecipientEIN0941384645
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01600 Holloway Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Francisco
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094132
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grants to SFSU are for our CRE Fellows Program.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization is managed by Building Owners and Managers of San Francisco under a shared services agreement.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.07$0.21$3.85$0.98$1.62$0.64
2023Summary only. Only limited summary data is available for this year.$4.62$0.13$1.03$1.75$0.72
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$0.05$5.21$1.05$1.70$0.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.94$0.07$5.87$1.62$1.39$0.23
2020Detailed filing. Detailed filing data is available for this year.$5.95$0.31$5.64$0.81$1.39$0.58
2020Summary only. Only limited summary data is available for this year.$5.95$0.31$5.64$0.81$1.39$0.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.25$0.03$6.22$3.16$2.89$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.52$0.55$5.98$3.93$1.02$2.91
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$0.08$3.62$2.93$2.51$0.42
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.47$0.27$3.20$3.56$1.13$2.43
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.47$0.77$2.16$1.23$0.93
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.79$0.24$1.28$1.72$0.44
2013Detailed filing. Detailed filing data is available for this year.$1.00$0.77$0.23$1.02$1.23$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.32$0.45$0.79$0.55$0.24
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$0.00$0.21