Civic Intelligence

Eisb Inc

990 • Fiscal year 2018 • EIN 94-1541240

Jan 01, 2018 to Dec 31, 2018 • Filed on May 07, 2019

Organization ProfileN/A
720 Market St Ste 700San Francisco, CA 94102

(415) 263-3670

Siviq Scores

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

Liabilities / Assets

75th percentile

0.16x

Higher debt load relative to assets than 75% of similar nonprofits.

2018 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

92nd percentile

0.56x

Higher debt load relative to revenue than 92% of similar nonprofits.

2018 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2018

Net Margin

92nd percentile

38%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

66th percentile

$214,562

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2018 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2018

Asset Growth

67th percentile

9.6%

Faster asset growth than 67% of similar nonprofits.

2018 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

25%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$8,144,953

Up $710,905 (+9.6%) from 2017

Net Assets

Up

$6,869,230

Up $437,339 (+6.8%) from 2017

Liabilities

Up

$1,275,723

Up $273,566 (+27%) from 2017

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin92nd percentile

Revenue

Up

$2,259,346

Up $447,546 (+25%) from 2017

Expenses

Up

$1,407,247

Up $352,323 (+33%) from 2017

Net Income

Up

$852,099

Up $95,223 (+13%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$15M$10M$5.0M$0Assets 2011: $2,274,997Liabilities 2011: $447,686Net Assets 2011: $1,827,3112011Assets 2012: $2,886,224Liabilities 2012: $527,156Net Assets 2012: $2,359,0682012Assets 2013: $3,706,146Liabilities 2013: $653,219Net Assets 2013: $3,052,9272013Assets 2014: $4,499,339Liabilities 2014: $808,453Net Assets 2014: $3,690,8862014Assets 2015: $5,604,317Liabilities 2015: $1,189,172Net Assets 2015: $4,415,1452015Assets 2016: $6,616,441Liabilities 2016: $1,397,801Net Assets 2016: $5,218,6402016Assets 2017: $7,434,048Liabilities 2017: $1,002,157Net Assets 2017: $6,431,8912017Assets 2018: $8,144,953Liabilities 2018: $1,275,723Net Assets 2018: $6,869,2302018Assets 2019: $9,934,617Liabilities 2019: $1,159,438Net Assets 2019: $8,775,1792019Assets 2020: $11,174,737Liabilities 2020: $1,409,128Net Assets 2020: $9,765,6092020Assets 2021: $11,691,741Liabilities 2021: $1,421,493Net Assets 2021: $10,270,2482021Assets 2022: $9,665,588Liabilities 2022: $1,587,734Net Assets 2022: $8,077,8542022Assets 2023: $11,264,305Liabilities 2023: $2,905,513Net Assets 2023: $8,358,7922023Assets 2024: $11,557,188Liabilities 2024: $3,022,451Net Assets 2024: $8,534,7372024

Highlighted filing

2018

Assets$8,144,953
Liabilities$1,275,723
Net Assets$6,869,230
Open 2018 Filing

Operations Trend

Revenue Growth88th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $701,835Expenses 2011: $549,386Net Income 2011: $152,4492011Revenue 2012: $927,365Expenses 2012: $518,674Net Income 2012: $408,6912012Revenue 2013: $1,164,683Expenses 2013: $639,036Net Income 2013: $525,6472013Revenue 2014: $1,307,203Expenses 2014: $715,125Net Income 2014: $592,0782014Revenue 2015: $1,467,822Expenses 2015: $646,910Net Income 2015: $820,9122015Revenue 2016: $1,486,552Expenses 2016: $785,989Net Income 2016: $700,5632016Revenue 2017: $1,811,800Expenses 2017: $1,054,924Net Income 2017: $756,8762017Revenue 2018: $2,259,346Expenses 2018: $1,407,247Net Income 2018: $852,0992018Revenue 2019: $2,321,153Expenses 2019: $1,190,399Net Income 2019: $1,130,7542019Revenue 2020: $1,648,239Expenses 2020: $1,204,121Net Income 2020: $444,1182020Revenue 2021: $1,327,591Expenses 2021: $1,484,852Net Income 2021: -$157,2612021Revenue 2022: $1,259,771Expenses 2022: $1,723,983Net Income 2022: -$464,2122022Revenue 2023: $1,467,375Expenses 2023: $1,540,535Net Income 2023: -$73,1602023Revenue 2024: $1,567,463Expenses 2024: $1,545,045Net Income 2024: $22,4182024

Highlighted filing

2018

Revenue$2,259,346
Expenses$1,407,247
Net Income$852,099
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 7, 2019
Return Version
2018v3.1
Gross Receipts
$2,259,346
Mission and Program Overview

Mission

Central record keeping agency for certain electrical industry organizations and employer trusts operating in san francisco.

Central record keeping agency for certain electrical industry electrical industry organizations and employer trusts operating in san francisco.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,030,943$6,356,799▲ $325,856
Cash and Non-Interest-Bearing Accounts$542,665$767,064▲ $224,399
Savings and Temporary Cash Investments$203,385$393,278▲ $189,893
Accounts Receivable$387,394$387,245▼ $149
Prepaid Expenses and Deferred Charges$131,197$129,675▼ $1,522
Land, Buildings, and Equipment, Net$138,464$110,892▼ $27,572
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$7,434,048$8,144,953▲ $710,905
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$639,978$874,709▲ $234,731
Other Liabilities$362,179$401,014▲ $38,835
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,002,157$1,275,723▲ $273,566
Net Assets / Fund Balance
Unrestricted Net Assets$6,431,891$6,869,230▲ $437,339
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$6,431,891$6,869,230▲ $437,339
Total Liabilities and Net Assets / Fund Balance$7,434,048$8,144,953▲ $710,905

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$72,230$674,854$747,084
Leasehold Improvements$38,662$53,005$91,667
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy FineganSecretaryFT$176,595$37,967$214,562
Gina DavisControllerFT$140,041$37,967$178,008

Board Members and Trustees

NameTitle
Jim YoungDirector
John DohertyDirector
Leonard LynchDirector
Mike MckennaDirector
Thomas ColemanDirector
matt bambergerdirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,837,391
Investment Income
$151,526
Other Revenue
$270,429
Change in Net Assets
$852,099

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,259,346
Revenue Not Reported on Form 990
$-414,760
Total Revenue per Audited Statements
$1,844,586
Total Revenue per Form 990
$2,259,346
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$688,722
Other Expenses$525,027
Grants and Similar Amounts Paid$193,498
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$267,317
Current Officers, Directors, Trustees, and Key Employees---$214,562
Pension Plan Contributions---$107,648
Grants to Domestic Individuals---$100,575
Grants to Domestic Orgs---$92,923
Other Employee Benefits---$77,952
Occupancy---$60,873
Advertising---$50,017
Office Expenses---$37,763
Conferences and Meetings---$28,078
Payroll Taxes---$21,243
Insurance---$8,837
Depreciation Depletion---$5,116
Other Expenses---$2,606
Total Functional Expenses$0$0$0$1,407,247

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,407,247
Total Expenses per Audited Statements$1,407,247
Total Expenses per Form 990$1,407,247
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Heart AssociationDallas, TX501(c)(3)sponsorship$30,000
Sacramento NECAIBEW LMCCSacramento, CA501(c)(5)fire victims$30,000
San Francisco Inaugural FundSan francisco, CA501(c)(4)inauguration$10,000
rebuilding together sfsan francisco, CA501(c)(3)comm service-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advances From Related Trusts$192,800
Bond Deposits$150,000
Vacation Funds$58,214
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

part VI, line 8B:

“THE CORPORATION DOES NOT HAVE COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. PART VI, LINE 11B: THE SECRETARY AND CORPORATE CONTROLLER REVIEW THE 990 AND NOTIFY THE DIRECTORS OF ANY UNUSUAL ITEMS NOTED. THE 990 IS MADE AVAILABLE FOR THE OFFICERS TO REVIEW. PART VI, LINE 12C: THE CORPORATION notifies all OFFICERS AND SERVICE PROVIDERS that ANY TRANSACTION(S) THAT COULD RESULT IN A CONFLICT OF INTEREST must be brought to the board. PART VI, LINE 15A: DESIGNATED OFFICERS REVIEW THE SECRETARY'S JOB PERFORMANCE AND DETERMINE AN APPROPRIATE COMPENSATION PACKAGE. THE FULL BOARD REVIEWS ANY CHANGES PRIOR TO IMPLEMENTATION. PART VI, LINE 19: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE CORPORATION'S OFFICE AND ARE AVAILABLE UPON REQUEST. PART VII, LINE 1A: CERTAIN DIRECTORS LISTED IN PART VII MAY ALSO SERVE AS OFFICERS OF AFFILIATED ORGANIZATIONS. THESE DIRECTORS MAY RECEIVE COMPENSATION FROM SUCH AFFILIATED ORGANIZATIONS.”

Filing and Contact Details

Filer

Filer Name
Eisb Inc
EIN
94-1541240
In Care Of
% NANCY FINEGAN
Phone
4152633670
Address
720 MARKET ST STE 700, SAN FRANCISCO, CA 94102

Signing Officer

Name
Nancy Finegan
Title
administrator
Phone
4152633670
Signed
2019-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Finegan
Formed
1962
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
10
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Jeffrey Goss
Phone
8187692010
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Corporation and recognize a tax liability if the Corporation has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Corporation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 548 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0639978
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0874709
IRS990/AccountsReceivableGrp/BOYAmt0387394
IRS990/AccountsReceivableGrp/EOYAmt0387245
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0CENTRAL RECORD KEEPING AGENCY FOR CERTAIN ELECTRICAL INDUSTRY ELECTRICAL INDUSTRY ORGANIZATIONS AND EMPLOYER TRUSTS OPERATING IN SAN FRANCISCO.
IRS990/AdvertisingGrp/TotalAmt050017
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0NANCY FINEGAN
IRS990/BooksInCareOfDetail/PhoneNum04152633670
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0720 MARKET ST STE 700
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094102
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0542665
IRS990/CashNonInterestBearingGrp/EOYAmt0767064
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0214562
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt028078
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0193498
IRS990/CYInvestmentIncomeAmt0151526
IRS990/CYOtherExpensesAmt0525027
IRS990/CYOtherRevenueAmt0270429
IRS990/CYProgramServiceRevenueAmt01837391
IRS990/CYRevenuesLessExpensesAmt0852099
IRS990/CYSalariesCompEmpBnftPaidAmt0688722
IRS990/CYTotalExpensesAmt01407247
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02259346
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt05116
IRS990/Desc0CENTRAL RECORD KEEPING AGENCY FOR CERTAIN ELECTRICAL INDUSTRY ORGANIZATIONS AND EMPLOYER TRUSTS OPERATING IN SAN FRANCISCO.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt010
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.0
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt637967
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt737967
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS COLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN DOHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm2JIM YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm3LEONARD LYNCH
IRS990/Form990PartVIISectionAGrp/PersonNm4matt bamberger
IRS990/Form990PartVIISectionAGrp/PersonNm5MIKE MCKENNA
IRS990/Form990PartVIISectionAGrp/PersonNm6NANCY FINEGAN
IRS990/Form990PartVIISectionAGrp/PersonNm7GINA DAVIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6176595
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7140041
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4director
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7CONTROLLER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0100575
IRS990/GrantsToDomesticOrgsGrp/TotalAmt092923
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02259346
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt08837
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0151526
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0151526
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06030943
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06356799
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0727859
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0138464
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0110892
IRS990/LandBldgEquipCostOrOtherBssAmt0838751
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0CENTRAL RECORD KEEPING AGENCY FOR CERTAIN ELECTRICAL INDUSTRY ORGANIZATIONS AND EMPLOYER TRUSTS OPERATING IN SAN FRANCISCO.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt06431891
IRS990/NetAssetsOrFundBalancesEOYAmt06869230
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-414760
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt060873
IRS990/OfficeExpensesGrp/TotalAmt037763
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt077952
IRS990/OtherExpensesGrp/Desc0AUTOMOBILE EXPENSES
IRS990/OtherExpensesGrp/Desc1BUSINESS DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/TotalAmt027334
IRS990/OtherExpensesGrp/TotalAmt1270429
IRS990/OtherExpensesGrp/TotalAmt233974
IRS990/OtherExpensesGrp/TotalAmt32606
IRS990/OtherLiabilitiesGrp/BOYAmt0362179
IRS990/OtherLiabilitiesGrp/EOYAmt0401014
IRS990/OtherOrganizationDsc0non-profit
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0BUSINESS DEVELOPMENT REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0270429
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0270429
IRS990/OtherRevenueTotalAmt0270429
IRS990/OtherSalariesAndWagesGrp/TotalAmt0267317
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt021243
IRS990/PensionPlanContributionsGrp/TotalAmt0107648
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0131197
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0129675
IRS990/PrincipalOfficerNm0NANCY FINEGAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01837391
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01837391
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0130031
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0513125
IRS990/PYOtherRevenueAmt0130220
IRS990/PYProgramServiceRevenueAmt01551549
IRS990/PYRevenuesLessExpensesAmt0756876
IRS990/PYSalariesCompEmpBnftPaidAmt0541799
IRS990/PYTotalExpensesAmt01054924
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01811800
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0852099
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0203385
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0393278
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt072230
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0674854
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0747084
IRS990ScheduleD/ExpensesSubtotalAmt01407247
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt038662
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt053005
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt091667
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-414760
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0150000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt158214
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2192800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BOND DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1VACATION FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ADVANCES FROM RELATED TRUSTS
IRS990ScheduleD/RevenueNotReportedAmt0-414760
IRS990ScheduleD/RevenueSubtotalAmt02259346
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Corporation and recognize a tax liability if the Corporation has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Corporation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0110892
IRS990ScheduleD/TotalExpensesPerForm990Amt01407247
IRS990ScheduleD/TotalLiabilityAmt0401014
IRS990ScheduleD/TotalRevenuePerForm990Amt02259346
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01844586
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01407247
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt012000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt19000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt29000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt36000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt46000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Alyssa Schimm
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Isheba Smith
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2Samantha Flaherty
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3Elaine Mangini
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4Brooke Borghello
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt31
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt41
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt130000
IRS990ScheduleI/RecipientTable/CashGrantAmt230000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(4)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(5)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt017676
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0supplies
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0inauguration
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1sponsorship
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2fire victims
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3comm service
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAN FRANCISCO INAUGURAL FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1American Heart Association
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Sacramento NECAIBEW LMCC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3rebuilding together sf
IRS990ScheduleI/RecipientTable/RecipientEIN0830941393
IRS990ScheduleI/RecipientTable/RecipientEIN1135613797
IRS990ScheduleI/RecipientTable/RecipientEIN2686052645
IRS990ScheduleI/RecipientTable/RecipientEIN3943107808
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02352 Market Street Ste B
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt17272 Greenville Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21129 D Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3pier 28 the embarcadero
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San francisco
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Dallas
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Sacramento
IRS990ScheduleI/RecipientTable/USAddress/CityNm3san francisco
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094114
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd175231
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd295814
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd394105
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0cost
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/FirstClassOrCharterTravelInd0X
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0176595
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1140041
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt018549
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt118549
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt019418
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt119418
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0NANCY FINEGAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1GINA DAVIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CONTROLLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0214562
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1178008
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$8,144,953
Liabilities
$1,275,723
Net assets
$6,869,230
Revenue
$2,259,346
Expenses
$1,407,247
Net income
$852,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.6$3.02$8.53$1.57$1.55$0.02
2023Detailed filing. Detailed filing data is available for this year.$11.3$2.91$8.36$1.47$1.54$0.07
2022Detailed filing. Detailed filing data is available for this year.$9.67$1.59$8.08$1.26$1.72$0.46
2021Detailed filing. Detailed filing data is available for this year.$11.7$1.42$10.3$1.33$1.48$0.16
2020Detailed filing. Detailed filing data is available for this year.$11.2$1.41$9.77$1.65$1.20$0.44
2019Detailed filing. Detailed filing data is available for this year.$9.93$1.16$8.78$2.32$1.19$1.13
2018Detailed filing. Detailed filing data is available for this year.$8.14$1.28$6.87$2.26$1.41$0.85
2017Detailed filing. Detailed filing data is available for this year.$7.43$1.00$6.43$1.81$1.05$0.76
2016Detailed filing. Detailed filing data is available for this year.$6.62$1.40$5.22$1.49$0.79$0.70
2015Detailed filing. Detailed filing data is available for this year.$5.60$1.19$4.42$1.47$0.65$0.82
2014Detailed filing. Detailed filing data is available for this year.$4.50$0.81$3.69$1.31$0.72$0.59
2013Summary only. Only limited summary data is available for this year.$3.71$0.65$3.05$1.16$0.64$0.53
2012Summary only. Only limited summary data is available for this year.$2.89$0.53$2.36$0.93$0.52$0.41
2011Summary only. Only limited summary data is available for this year.$2.27$0.45$1.83$0.70$0.55$0.15