Civic Intelligence

Yimby Action

990 • Fiscal year 2018 • EIN 81-5140915

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

1260 Mission StreetSan Francisco, CA 94103

(415) 489-0197

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$59,678

Flat from 2018

Net Assets

Flat

$59,678

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$316,445

Flat from 2018

Expenses

Flat

$611,893

Flat from 2018

Net Income

Flat

-$295,448

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2017: $355,078Liabilities 2017: $0Net Assets 2017: $355,0782017Assets 2018: $59,678Liabilities 2018: $0Net Assets 2018: $59,6782018Assets 2018: $59,678Liabilities 2018: $0Net Assets 2018: $59,6782018Assets 2019: $282,783Liabilities 2019: $277Net Assets 2019: $282,5062019Assets 2020: $379,417Liabilities 2020: $31,864Net Assets 2020: $347,5532020Assets 2021: $559,098Liabilities 2021: $13,390Net Assets 2021: $545,7082021Assets 2022: $832,914Liabilities 2022: $4,311Net Assets 2022: $828,6032022Assets 2023: $1,051,324Liabilities 2023: $28,628Net Assets 2023: $1,022,6962023Assets 2024: $1,468,960Liabilities 2024: $28,585Net Assets 2024: $1,440,3752024

Highlighted filing

2018

Assets$59,678
Liabilities$0
Net Assets$59,678

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $809,849Expenses 2017: $455,214Net Income 2017: $354,6352017Revenue 2018: $316,445Expenses 2018: $611,893Net Income 2018: -$295,4482018Revenue 2018: $316,445Expenses 2018: $611,893Net Income 2018: -$295,4482018Revenue 2019: $419,181Expenses 2019: $193,866Net Income 2019: $225,3152019Revenue 2020: $644,237Expenses 2020: $542,631Net Income 2020: $101,6062020Revenue 2021: $1,009,693Expenses 2021: $821,235Net Income 2021: $188,4582021Revenue 2022: $1,377,797Expenses 2022: $1,094,902Net Income 2022: $282,8952022Revenue 2023: $1,592,988Expenses 2023: $1,399,677Net Income 2023: $193,3112023Revenue 2024: $2,162,308Expenses 2024: $1,750,703Net Income 2024: $411,6052024

Highlighted filing

2018

Revenue$316,445
Expenses$611,893
Net Income-$295,448
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$316,445
Mission and Program Overview

Mission

Yimby action is a non-profit policy advocacy organization that seeks to promote social welfare by educating about and advocating for the construction of new housing and empowering others in the formation of similiar organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$354,315$49,992▼ $304,323
Land, Buildings, and Equipment, Net$763$683▼ $80
Total Assets$355,078$59,678▼ $295,400
Other Assets Total-$9,003-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$355,078$59,678▼ $295,400
Total Net Assets Fund Balance$355,078$59,678▼ $295,400
Total Liabilities and Net Assets / Fund Balance$355,078$59,678▼ $295,400

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$683$120$803
Other Assets Org$3--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Laura Foote ClarkExecutive DiFT$70,192$70,192

Board Members and Trustees

NameTitle
Ernest BrownDirector
Sam MossDirector
Torrie FisherDirector
Jane NatoliDirector/sec
Laura Fingal-surmaCFO/incoming
Tim ColenOutgoing Pre
Vincent WooSecretary/di
Revenue and Support

Revenue Composition

Contributions and Grants
$308,573
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$7,872
All Other Contributions
$308,573
Change in Net Assets
$-295,448
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$308,020
Other Expenses$301,623
Total Fundraising Expense$65,833
Grants and Similar Amounts Paid$2,250
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$116,472$77,648$21,569$215,689
Advertising$63,662$42,441$11,789$117,892
Current Officers, Directors, Trustees, and Key Employees$37,904$25,269$7,019$70,192
Information Technology$12,803$8,535$2,371$23,709
Occupancy$11,959$7,973$2,214$22,146
Payroll Taxes$11,955$7,970$2,214$22,139
Fees for Services Legal$11,170$7,447$2,068$20,685
Travel$7,760$5,173$1,437$14,370
Office Expenses$6,734$3,156$875$10,765
Other Expenses$4,449$2,966$7,474$7,474
Insurance$3,784$2,523$700$7,007
Fees for Services Accounting$2,809$1,873$520$5,202
Fees for Services Management$1,353$902$250$2,505
All Other Expenses$381$1,777$96$2,254
Grants to Domestic Orgs$2,250--$2,250
Fees for Services Other$-1,360$-906$4,277$2,011
Conferences and Meetings$733$489$136$1,358
Depreciation Depletion$128--$128
Fees for Services Lobbying$128--$128
Total Functional Expenses$350,824$195,236$65,833$611,893
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
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 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, Page 6, Part VI, Line 11B

The executive director distributes a draft copy of the 990 to the board via email. Feedback from the board is encouraged.

Form 990, Page 6, Part VI, Line 12C

No member of the board of directors or officer of the corporation, nor any corporation, firm, association or other entity in which one or more of the corporation's officers or directors have a material financial interest, shall have a material financial interest in any transaction entered into by the corporation, unless the transaction is approved in accordance with section 5233 of the corporations code.

Form 990, Page 6, Part VI, Line 15A

The organization conducts such due diligence and negotiation necessary to ensure that the compensation to be paid to all employees and independent contractors is determined in an arm's length transaction based upon consideration of compensation paid by other organizations for comparable positions.

Form 990, Page 6, Part VI, Line 15B

The organization conducts such due diligence and negotiation necessary to ensure that the compensation to be paid to all employees and independent contractors is determined in an arm's length transaction based upon consideration of compensation paid by other organizations for comparable positions.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Yimby Action
EIN
81-5140915
Phone
4154890197
Address
1260 MISSION STREET, SAN FRANCISCO, CA 94103

Signing Officer

Name
Laura Fingal-surma
Title
CFO/incoming Preside
Phone
4154890197
Signed
2019-11-15

Organization Details

Principal Officer
Laura Fingal-surma
Formed
2017
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
1,816

Preparer

Firm
The Henry Levy Group
Address
5940 COLLEGE AVE STE F, OAKLAND, CA 94618-1385
Preparer
Beth Attebery
Phone
5106521000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Yimby action is a non-profit policy advocacy organization that seeks to promote social welfare by educating about and advocating for the construction of new housing and empowering others in the formation of similiar organizations.

Form 990, Page 2, Part III, Line 4C

Coalition building: in order to facilitate its public education and grassroots and direct lobbying efforts, yimby action connects with community members, recruits housing advocates, and organizes coalitions of housing activists together with community leaders. It also works with others in the formation of similar organizations. Yimby action coordinates numerous collaborative events with community groups around the bay area and the state of california more generally to build a strong coalition to further its mission. Yimby action researches the scale of the problem and potential solutions to the housing crisis in and around san francisco and reviews legislative and administrative proposals and actions that impact that crisis. Yimby action anticipates that its research activities may decrease over time. Yimby action also conducts activities to organize and engage voters who care about housing issues to help build support for strong policies to address the housing shortage, including building lasting relationships with voters to help keep these citizens engaged. Yimby action has worked to draft and support local ballot measures that address the housing crisis in san francisco and has made endorsements of candidates.

Form 990, Part XI, Line 9

Book / tax depreciation difference 48

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IRS990/ProgSrvcAccomActy2Grp/Desc0DIRECT AND GRASSROOTS ADVOCACY TO INFLUENCE POLICYMAKING AND GOVERNMENTAL DECISIONS: YIMBY ACTION LOBBIES STATE AND LOCAL APPOINTED AND ELECTED OFFICIALS ON HOUSING ISSUES, INCLUDING PROPOSED HOUSING LEGISLATION AND THE APPROVAL OF HOUSING DEVELOPMENT, PRIMARILY THROUGH PARTICIPATION IN PUBLIC COMMENT AT THE PUBLIC MEETINGS OF LOCAL AND STATE GOVERNMENTAL OFFICIALS. YIMBY ACTION ALSO ORGANIZES VOLUNTEER HOUSING ADVOCATES TO ATTEND SUCH PUBLIC MEETINGS TO LOBBY LOCAL AND STATE OFFICIALS ON HOUSING ISSUES, CONDUCTS RELATED LETTER/EMAIL-WRITING CAMPAIGNS, SOCIAL MEDIA CAMPAIGNS, AND OTHERWISE ATTEMPTS TO BRING ABOUT SOLUTIONS TO THE SHORTAGE OF HOUSING NEAR JOBS THROUGH A CHANGE IN THE PUBLIC DISCOURSE AROUND HOUSING.
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IRS990/ProgSrvcAccomActy3Grp/Desc0COALITION BUILDING: IN ORDER TO FACILITATE ITS PUBLIC EDUCATION AND GRASSROOTS AND DIRECT LOBBYING EFFORTS, YIMBY ACTION CONNECTS WITH COMMUNITY MEMBERS, RECRUITS HOUSING ADVOCATES, AND ORGANIZES COALITIONS OF HOUSING ACTIVISTS TOGETHER WITH COMMUNITY LEADERS. IT ALSO WORKS WITH OTHERS IN THE FORMATION OF SIMILAR ORGANIZATIONS. YIMBY ACTION COORDINATES NUMEROUS COLLABORATIVE EVENTS WITH COMMUNITY GROUPS AROUND THE BAY AREA AND THE STATE OF CALIFORNIA MORE GENERALLY TO BUILD A STRONG COALITION TO FURTHER ITS MISSION. YIMBY ACTION RESEARCHES THE SCALE OF THE PROBLEM AND POTENTIAL SOLUTIONS TO THE HOUSING CRISIS IN AND AROUND SAN FRANCISCO AND REVIEWS LEGISLATIVE AND ADMINISTRATIVE PROPOSALS AND ACTIONS THAT IMPACT THAT CRISIS. YIMBY ACTION ANTICIPATES THAT ITS RESEARCH ACTIVITIES MAY DECREASE OVER TIME. YIMBY ACTION ALSO CONDUCTS ACTIVITIES TO ORGANIZE AND ENGAGE VOTERS WHO CARE ABOUT HOUSING ISSUES TO HELP BUILD SUPPORT FOR STRONG POLICIES TO ADDRESS THE HOUSING SHORTAGE, INCLUDING BUILDING LASTING RELATIONSHIPS WITH VOTERS TO HELP KEEP THESE CITIZENS ENGAGED. YIMBY ACTION HAS WORKED TO DRAFT AND SUPPORT LOCAL BALLOT MEASURES THAT ADDRESS THE HOUSING CRISIS IN SAN FRANCISCO AND HAS MADE ENDORSEMENTS OF CANDIDATES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YIMBY ACTION IS A NON-PROFIT POLICY ADVOCACY ORGANIZATION THAT SEEKS TO PROMOTE SOCIAL WELFARE BY EDUCATING ABOUT AND ADVOCATING FOR THE CONSTRUCTION OF NEW HOUSING AND EMPOWERING OTHERS IN THE FORMATION OF SIMILIAR ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COALITION BUILDING: IN ORDER TO FACILITATE ITS PUBLIC EDUCATION AND GRASSROOTS AND DIRECT LOBBYING EFFORTS, YIMBY ACTION CONNECTS WITH COMMUNITY MEMBERS, RECRUITS HOUSING ADVOCATES, AND ORGANIZES COALITIONS OF HOUSING ACTIVISTS TOGETHER WITH COMMUNITY LEADERS. IT ALSO WORKS WITH OTHERS IN THE FORMATION OF SIMILAR ORGANIZATIONS. YIMBY ACTION COORDINATES NUMEROUS COLLABORATIVE EVENTS WITH COMMUNITY GROUPS AROUND THE BAY AREA AND THE STATE OF CALIFORNIA MORE GENERALLY TO BUILD A STRONG COALITION TO FURTHER ITS MISSION. YIMBY ACTION RESEARCHES THE SCALE OF THE PROBLEM AND POTENTIAL SOLUTIONS TO THE HOUSING CRISIS IN AND AROUND SAN FRANCISCO AND REVIEWS LEGISLATIVE AND ADMINISTRATIVE PROPOSALS AND ACTIONS THAT IMPACT THAT CRISIS. YIMBY ACTION ANTICIPATES THAT ITS RESEARCH ACTIVITIES MAY DECREASE OVER TIME. YIMBY ACTION ALSO CONDUCTS ACTIVITIES TO ORGANIZE AND ENGAGE VOTERS WHO CARE ABOUT HOUSING ISSUES TO HELP BUILD SUPPORT FOR STRONG POLICIES TO ADDRESS THE HOUSING SHORTAGE, INCLUDING BUILDING LASTING RELATIONSHIPS WITH VOTERS TO HELP KEEP THESE CITIZENS ENGAGED. YIMBY ACTION HAS WORKED TO DRAFT AND SUPPORT LOCAL BALLOT MEASURES THAT ADDRESS THE HOUSING CRISIS IN SAN FRANCISCO AND HAS MADE ENDORSEMENTS OF CANDIDATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR DISTRIBUTES A DRAFT COPY OF THE 990 TO THE BOARD VIA EMAIL. FEEDBACK FROM THE BOARD IS ENCOURAGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO MEMBER OF THE BOARD OF DIRECTORS OR OFFICER OF THE CORPORATION, NOR ANY CORPORATION, FIRM, ASSOCIATION OR OTHER ENTITY IN WHICH ONE OR MORE OF THE CORPORATION'S OFFICERS OR DIRECTORS HAVE A MATERIAL FINANCIAL INTEREST, SHALL HAVE A MATERIAL FINANCIAL INTEREST IN ANY TRANSACTION ENTERED INTO BY THE CORPORATION, UNLESS THE TRANSACTION IS APPROVED IN ACCORDANCE WITH SECTION 5233 OF THE CORPORATIONS CODE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION CONDUCTS SUCH DUE DILIGENCE AND NEGOTIATION NECESSARY TO ENSURE THAT THE COMPENSATION TO BE PAID TO ALL EMPLOYEES AND INDEPENDENT CONTRACTORS IS DETERMINED IN AN ARM'S LENGTH TRANSACTION BASED UPON CONSIDERATION OF COMPENSATION PAID BY OTHER ORGANIZATIONS FOR COMPARABLE POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION CONDUCTS SUCH DUE DILIGENCE AND NEGOTIATION NECESSARY TO ENSURE THAT THE COMPENSATION TO BE PAID TO ALL EMPLOYEES AND INDEPENDENT CONTRACTORS IS DETERMINED IN AN ARM'S LENGTH TRANSACTION BASED UPON CONSIDERATION OF COMPENSATION PAID BY OTHER ORGANIZATIONS FOR COMPARABLE POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BOOK / TAX DEPRECIATION DIFFERENCE 48
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
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IRS990/TravelGrp/FundraisingAmt01437
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IRS990/USAddress/AddressLine1Txt01260 MISSION STREET
IRS990/USAddress/CityNm0SAN FRANCISCO
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA FINGAL-SURMA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO/INCOMING PRESIDE
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YIMBY ACTION
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ReturnHeader/FilingSecurityInformation/IPTm014:09:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943194056
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE HENRY LEVY GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05940 COLLEGE AVE STE F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BETH ATTEBERY
ReturnHeader/ReturnTs02019-11-15T14:09:48-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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