Civic Intelligence

Fishermans Wharf Association

990 • Fiscal year 2018 • EIN 94-2317456

Nov 01, 2017 to Oct 31, 2018 • Filed on Jul 16, 2019

Organization Profilewww.montereywharf.com
PO Box 465Monterey, CA 93942

(831) 373-3337

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

40th percentile

-1.0%

Higher net margin than 40% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

73rd percentile

$9,000

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

24th percentile

-13%

Faster asset growth than 24% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

31%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$14,451

Down $2,097 (-13%) from 2017

Net Assets

Down

$14,451

Down $2,097 (-13%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin40th percentile

Revenue

Up

$206,946

Up $48,833 (+31%) from 2017

Expenses

Up

$209,043

Up $43,621 (+26%) from 2017

Net Income

Up

-$2,097

Up $5,212 (+71%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$150K$100K$50K$0Assets 2011: $102,148Liabilities 2011: $02011Assets 2012: $116,047Net Assets 2012: $116,0472012Assets 2013: $85,205Net Assets 2013: $85,2052013Assets 2014: $110,773Net Assets 2014: $110,7732014Assets 2015: $137,810Net Assets 2015: $137,8102015Assets 2016: $23,857Net Assets 2016: $23,8572016Assets 2017: $16,548Net Assets 2017: $16,5482017Assets 2018: $14,451Liabilities 2018: $0Net Assets 2018: $14,4512018Assets 2019: $10,830Liabilities 2019: $0Net Assets 2019: $10,8302019Assets 2020: $33,140Liabilities 2020: $0Net Assets 2020: $33,1402020Assets 2021: $20,677Net Assets 2021: $20,6772021Assets 2022: $20,959Net Assets 2022: $20,9592022Assets 2023: $16,516Liabilities 2023: $0Net Assets 2023: $16,5162023Assets 2024: $9,235Liabilities 2024: $0Net Assets 2024: $9,2352024Assets 2025: $9,257Liabilities 2025: $0Net Assets 2025: $9,2572025

Highlighted filing

2018

Assets$14,451
Liabilities$0
Net Assets$14,451
Open 2018 Filing

Operations Trend

Revenue Growth86th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $115,155Expenses 2011: $106,773Net Income 2011: $8,3822011Revenue 2012: $136,927Expenses 2012: $123,028Net Income 2012: $13,8992012Revenue 2013: $99,933Expenses 2013: $130,775Net Income 2013: -$30,8422013Revenue 2014: $188,166Expenses 2014: $162,598Net Income 2014: $25,5682014Revenue 2015: $122,156Expenses 2015: $95,119Net Income 2015: $27,0372015Revenue 2016: $37,078Expenses 2016: $151,031Net Income 2016: -$113,9532016Revenue 2017: $158,113Expenses 2017: $165,422Net Income 2017: -$7,3092017Revenue 2018: $206,946Expenses 2018: $209,043Net Income 2018: -$2,0972018Revenue 2019: $226,680Expenses 2019: $230,301Net Income 2019: -$3,6212019Revenue 2020: $250,393Expenses 2020: $228,083Net Income 2020: $22,3102020Revenue 2021: $194,054Expenses 2021: $206,517Net Income 2021: -$12,4632021Revenue 2022: $151,333Expenses 2022: $151,051Net Income 2022: $2822022Revenue 2023: $225,373Expenses 2023: $229,816Net Income 2023: -$4,4432023Revenue 2024: $206,829Expenses 2024: $214,110Net Income 2024: -$7,2812024Revenue 2025: $249,010Expenses 2025: $248,988Net Income 2025: $222025

Highlighted filing

2018

Revenue$206,946
Expenses$209,043
Net Income-$2,097
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Jul 16, 2019
Return Version
2017v2.2
Gross Receipts
$206,946
Mission and Program Overview

Mission

Fisherman's Wharf Association is comprised of Wharf Merchants whose primary goal is to keep the Wharf clean and safe, and to promote the Wharf as a viable tourist attraction for both visitors and locals alike.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$9,280$9,294▲ $14
Cash and Non-Interest-Bearing Accounts$7,268$5,157▼ $2,111
Accounts Receivable-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$16,548$14,451▼ $2,097
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$16,548$14,451▼ $2,097
Total Net Assets Fund Balance$16,548$14,451▼ $2,097
Total Liabilities and Net Assets / Fund Balance$16,548$14,451▼ $2,097

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,750-
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Wendy BrickmanExecutive DirectorPT$9,000$9,000

Board Members and Trustees

NameTitle
Gina AldretePresident
Chris ShakeVice President
Joe De LecceDirector
Kevin PhillipsDirector
Mary Alice Cerrito FettisDirector
Michael ZaoukDirector
Sabu Shake JrDirector
Sherri TuiotiSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$206,932
Investment Income
$14
Other Revenue
$0
Change in Net Assets
$-2,097
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$209,043
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising---$130,580
Fees for Services Accounting---$26,400
Fees for Services Management---$9,000
Insurance---$2,764
All Other Expenses---$1,288
Other Expenses---$662
Total Functional Expenses$0$0$0$209,043
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
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
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Chris Shake, vice president, and Sabu Shake Jr., director, are brothers.”

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

“The 990 is distributed to the BOD and approved at board meeting, prior to filing.”

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

“Information available upon inquiry.”

990 Part VI, B 12.A, 12.B, 12.C, 13, 14

“The Organization is reviewing their policies and expect to present the new policies for approval by the board of directors at the next annual meeting. These policies include a conflict of interest policy, whistleblower policy, compensation policy and document retention policy.”

Filing and Contact Details

Filer

Filer Name
Fishermans Wharf Association
EIN
94-2317456
Phone
8313733337
Address
PO Box 465, Monterey, CA 93942

Signing Officer

Name
Gina Aldrete
Title
President
Signed
2019-07-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gina Aldrete
Formed
1984
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
McGilloway Ray Brown & Kaufman
Address
2511 Garden Road Suite A-180, Monterey, CA 93940-5381
Preparer
Smriti Shrestha CPA
Phone
8313733337
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Chris Shake, vice president, and Sabu Shake Jr., director, are brothers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 990 is distributed to the BOD and approved at board meeting, prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information available upon inquiry.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization is reviewing their policies and expect to present the new policies for approval by the board of directors at the next annual meeting. These policies include a conflict of interest policy, whistleblower policy, compensation policy and document retention policy.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990 Part VI, B 12.a, 12.b, 12.c, 13, 14
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt016548
IRS990/TotalAssetsEOYAmt014451
IRS990/TotalAssetsGrp/BOYAmt016548
IRS990/TotalAssetsGrp/EOYAmt014451
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0209043
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016548
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014451
IRS990/TotalProgramServiceRevenueAmt0206932
IRS990/TotalReportableCompFromOrgAmt09000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0206946
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0206946
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016548
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014451
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt016548
IRS990/UnrestrictedNetAssetsGrp/EOYAmt014451
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt048 Fishermans Wharf
IRS990/USAddress/CityNm0Monterey
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093940
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.montereywharf.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gina Aldrete
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fishermans Wharf Association
ReturnHeader/Filer/BusinessNameControlTxt0FISH
ReturnHeader/Filer/EIN0942317456
ReturnHeader/Filer/PhoneNum08313733337
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 465
ReturnHeader/Filer/USAddress/CityNm0Monterey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093942
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770460195
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McGilloway Ray Brown & Kaufman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02511 Garden Road Suite A-180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0939405381
ReturnHeader/PreparerPersonGrp/PhoneNum08313733337
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Smriti Shrestha CPA
ReturnHeader/ReturnTs02019-07-23T09:43:33-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-11-01
ReturnHeader/TaxPeriodEndDt02018-10-31
ReturnHeader/TaxYr02017

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
$14,451
Liabilities
$0
Net assets
$14,451
Revenue
$206,946
Expenses
$209,043
Net income
-$2,097
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$2.49$2.49$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$2.07$2.14$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$2.25$2.30$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.21$0.21$1.51$1.51$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.21$1.94$2.07$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$2.50$2.28$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$2.27$2.30$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$2.07$2.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.17$0.17$1.58$1.65$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.37$1.51$1.14
2015Detailed filing. Detailed filing data is available for this year.$1.38$1.38$1.22$0.95$0.27
2014Detailed filing. Detailed filing data is available for this year.$1.11$1.11$1.88$1.63$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.85$1.00$1.31$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$1.16$1.37$1.23$0.14
2011Summary only. Only limited summary data is available for this year.$1.02$0.00$1.15$1.07$0.08