Civic Intelligence

St Francis Homes Association Co Firstservice Residential

990 • Fiscal year 2018 • EIN 94-0830595

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 29, 2019

Organization ProfileN/A
1800 Gateway Drive 100San Mateo, CA 94404

(650) 637-1616

Siviq Scores

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

Liabilities / Assets

51st percentile

0.07x

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

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

52nd percentile

0.11x

Higher debt load relative to revenue than 52% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Net Margin

75th percentile

24%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Asset Growth

78th percentile

12%

Faster asset growth than 78% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

26th percentile

-5.5%

Faster revenue growth than 26% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$2,358,826

Up $248,573 (+12%) from 2017

Net Assets

Up

$2,202,822

Up $308,931 (+16%) from 2017

Liabilities

Down

$156,004

Down $60,358 (-28%) from 2017

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin75th percentile

Revenue

Down

$1,420,105

Down $82,963 (-5.5%) from 2017

Expenses

Down

$1,073,376

Down $307,577 (-22%) from 2017

Net Income

Up

$346,729

Up $224,614 (+184%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $995,926Liabilities 2010: $128Net Assets 2010: $995,7982010Assets 2011: $1,179,350Liabilities 2011: $5,150Net Assets 2011: $1,174,2002011Assets 2012: $1,269,234Liabilities 2012: $5,067Net Assets 2012: $1,264,1672012Assets 2013: $1,430,955Liabilities 2013: $0Net Assets 2013: $1,430,9552013Assets 2014: $1,573,713Liabilities 2014: $29,016Net Assets 2014: $1,544,6972014Assets 2015: $1,804,851Liabilities 2015: $169,298Net Assets 2015: $1,635,5532015Assets 2016: $1,909,112Liabilities 2016: $137,336Net Assets 2016: $1,771,7762016Assets 2017: $2,110,253Liabilities 2017: $216,362Net Assets 2017: $1,893,8912017Assets 2018: $2,358,826Liabilities 2018: $156,004Net Assets 2018: $2,202,8222018Assets 2019: $2,675,608Liabilities 2019: $2,669,932Net Assets 2019: $5,6762019Assets 2020: $1,668,099Liabilities 2020: $1,753,346Net Assets 2020: -$85,2472020Assets 2021: $1,613,351Liabilities 2021: $1,631,549Net Assets 2021: -$18,1982021Assets 2022: $1,526,138Liabilities 2022: $1,365,903Net Assets 2022: $160,2352022Assets 2023: $1,685,431Liabilities 2023: $1,456,973Net Assets 2023: $228,4582023Assets 2024: $1,943,331Liabilities 2024: $1,572,090Net Assets 2024: $371,2412024

Highlighted filing

2018

Assets$2,358,826
Liabilities$156,004
Net Assets$2,202,822
Open 2018 Filing

Operations Trend

Revenue Growth26th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $1,196,650Expenses 2010: $754,516Net Income 2010: $442,1342010Expenses 2011: $1,131,3142011Expenses 2012: $1,165,1162012Revenue 2013: $1,451,422Expenses 2013: $1,284,634Net Income 2013: $166,7882013Revenue 2014: $1,350,550Expenses 2014: $1,333,742Net Income 2014: $16,8082014Revenue 2015: $1,368,057Expenses 2015: $1,277,201Net Income 2015: $90,8562015Revenue 2016: $1,358,384Expenses 2016: $1,222,008Net Income 2016: $136,3762016Revenue 2017: $1,503,068Expenses 2017: $1,380,953Net Income 2017: $122,1152017Revenue 2018: $1,420,105Expenses 2018: $1,073,376Net Income 2018: $346,7292018Revenue 2019: $1,861,962Expenses 2019: $1,867,488Net Income 2019: -$5,5262019Revenue 2020: $2,337,961Expenses 2020: $2,443,126Net Income 2020: -$105,1652020Revenue 2021: $1,431,926Expenses 2021: $1,364,877Net Income 2021: $67,0492021Revenue 2022: $1,603,263Expenses 2022: $1,424,830Net Income 2022: $178,4332022Revenue 2023: $1,909,336Expenses 2023: $2,098,619Net Income 2023: -$189,2832023Revenue 2024: $2,130,584Expenses 2024: $1,725,839Net Income 2024: $404,7452024

Highlighted filing

2018

Revenue$1,420,105
Expenses$1,073,376
Net Income$346,729
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 29, 2019
Return Version
2018v3.1
Gross Receipts
$1,420,105
Mission and Program Overview

Mission

Long standing program (since 1912) as homeowners association that maintains playgrounds, parks, fountains, and sidewalks. Maintains planting and pruning of trees. Publishes newsletter.

The association was organized to maintain, repair and replace the common area property of a 561 single family home subdivision in San Francisco.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,094,282$2,335,730▲ $241,448
Prepaid Expenses and Deferred Charges$10,489$18,096▲ $7,607
Land, Buildings, and Equipment, Net$5,000$5,000→ $0
Accounts Receivable$482$0▼ $482
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,110,253$2,358,826▲ $248,573
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$242,347$140,399▼ $101,948
Deferred Revenue$11,813$15,605▲ $3,792
Total Liabilities$254,160$156,004▼ $98,156
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,839,387$2,199,125▲ $359,738
Unrestricted Net Assets$16,706$3,697▼ $13,009
Total Net Assets Fund Balance$1,856,093$2,202,822▲ $346,729
Total Liabilities and Net Assets / Fund Balance$2,110,253$2,358,826▲ $248,573

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$9,995$9,995
Land$5,000-$5,000
Compensation and Service Providers
Top Officer Pay58th percentile

Board Members and Trustees

NameTitle
Denis ShanagherPresident
Susan HempsteadDirector
Victoria GreyDirector
Vincent O'GaraSec and VP
Jenny ButtimerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,377,502
Program Service Revenue
$0
Investment Income
$20,479
Other Revenue
$22,124
Change in Net Assets
$346,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,012,644
Salaries, Compensation, and Employee Benefits$60,732
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$130,066--$130,066
All Other Expenses$48,623$54,793-$103,416
Other Salaries and Wages$60,732--$60,732
Fees for Services Management-$37,080-$37,080
Office Expenses-$32,546-$32,546
Insurance-$21,198-$21,198
Total Functional Expenses$927,759$145,617$0$1,073,376
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
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
Annual disclosure for covered persons
No
Audit committee
No
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
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 outside management company provides monthly accounting, transcribes board meeting minutes, initiates collection proceedings against delinquent members and coordinates the maintenance, repair and replacement of the common area property.”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“As a California community association, when a person purchases a home within the association, they automatically become a member of the association subject to the association's governing documents and are required to make annual payments for the maintenance, repair and replacement of common area property.”

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

“The board reviews the Form 990 before signing and filing with the taxing authorities.”

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

“Upon written request.”

Filing and Contact Details

Filer

Filer Name
St Francis Homes Association
EIN
94-0830595
Phone
6506371616
Address
1800 Gateway Drive 100, San Mateo, CA 94404

Signing Officer

Name
Jenny Buttimer
Title
Treasurer
Signed
2019-08-29
Discuss with paid preparer
Yes

Organization Details

Formed
1912
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Levy Erlanger & Company Llp
Address
290 KING STREET SUITE 12, SAN FRANCISCO, CA 94107
Preparer
William S Erlanger
Phone
4159819350
Raw XML Appendix355 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.

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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The outside management company provides monthly accounting, transcribes board meeting minutes, initiates collection proceedings against delinquent members and coordinates the maintenance, repair and replacement of the common area property.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1As a California community association, when a person purchases a home within the association, they automatically become a member of the association subject to the association's governing documents and are required to make annual payments for the maintenance, repair and replacement of common area property.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board reviews the Form 990 before signing and filing with the taxing authorities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Upon written request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02110253
IRS990/TotalAssetsEOYAmt02358826
IRS990/TotalAssetsGrp/BOYAmt02110253
IRS990/TotalAssetsGrp/EOYAmt02358826
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01377502
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0145617
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0927759
IRS990/TotalFunctionalExpensesGrp/TotalAmt01073376
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0254160
IRS990/TotalLiabilitiesEOYAmt0156004
IRS990/TotalLiabilitiesGrp/BOYAmt0254160
IRS990/TotalLiabilitiesGrp/EOYAmt0156004
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01856093
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02202822
IRS990/TotalProgramServiceExpensesAmt0927759
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt020479
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022124
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01420105
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02110253
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02358826
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt016706
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03697
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01800 Gateway Drive 100
IRS990/USAddress/CityNm0San Mateo
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094404
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jenny Buttimer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0St Francis Homes Association
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co The Manor Association
ReturnHeader/Filer/BusinessNameControlTxt0STFR
ReturnHeader/Filer/EIN0940830595
ReturnHeader/Filer/PhoneNum06506371616
ReturnHeader/Filer/USAddress/AddressLine1Txt01800 Gateway Drive 100
ReturnHeader/Filer/USAddress/CityNm0San Mateo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094404
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943305207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEVY ERLANGER & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0290 KING STREET SUITE 12
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094107
ReturnHeader/PreparerPersonGrp/PhoneNum04159819350
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William S Erlanger
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-08-29T10:25:56-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,358,826
Liabilities
$156,004
Net assets
$2,202,822
Revenue
$1,420,105
Expenses
$1,073,376
Net income
$346,729
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.94$1.57$0.37$2.13$1.73$0.40
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$1.46$0.23$1.91$2.10$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.53$1.37$0.16$1.60$1.42$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.61$1.63$0.02$1.43$1.36$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.67$1.75$0.09$2.34$2.44$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.68$2.67$0.01$1.86$1.87$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.36$0.16$2.20$1.42$1.07$0.35
2017Summary only. Only limited summary data is available for this year.$2.11$0.22$1.89$1.50$1.38$0.12
2016Summary only. Only limited summary data is available for this year.$1.91$0.14$1.77$1.36$1.22$0.14
2015Summary only. Only limited summary data is available for this year.$1.80$0.17$1.64$1.37$1.28$0.09
2014Summary only. Only limited summary data is available for this year.$1.57$0.03$1.54$1.35$1.33$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$1.45$1.28$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.01$1.26$1.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.01$1.17$1.13
2010Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$1.20$0.75$0.44