Civic Intelligence

Fishermans Wharf Association

990EZ • Fiscal year 2021 • EIN 94-2317456

Nov 01, 2020 to Oct 31, 2021 • Filed on Sep 14, 2022

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

27th percentile

-6.4%

Higher net margin than 27% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

75th percentile

$12,000

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

7th percentile

-38%

Faster asset growth than 7% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

24th percentile

-23%

Faster revenue growth than 24% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$20,677

Down $12,463 (-38%) from 2020

Net Assets

Down

$20,677

Down $12,463 (-38%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Down

$194,054

Down $56,339 (-23%) from 2020

Expenses

Down

$206,517

Down $21,566 (-9.5%) from 2020

Net Income

Down

-$12,463

Down $34,773 (-156%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2021

Assets$20,677
Liabilities-
Net Assets$20,677
Open 2021 Filing

Operations Trend

Revenue Growth24th 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

2021

Revenue$194,054
Expenses$206,517
Net Income-$12,463
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Sep 14, 2022
Return Version
2020v4.0
Gross Receipts
$194,054
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.

Program Services

DescriptionGrantsExpenses
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. The purpose has been met since inception.-$130,628
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wendy BrickmanPresident & CEOPT$12,000-$12,000
Mary Alice Cerrito FettisMember Emeritus-$0--
Rodney RiggsDirector-$0--
Sherri TuiotiSecretary/Treas-$0--
Gina AldreteDirector-$0--
Kevin PhillipsDirector-$0--
Chris ShakeDirector-$0--
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
Wendy Brickman
Title
President & CEO
Signed
2022-09-14
Discuss with paid preparer
Yes

Preparer

Firm
McGilloway Ray Brown & Kaufman
Address
379 WEST MARKET STREET, SALINAS, CA 93901
Preparer
Smriti Shrestha CPA
Phone
8314242737
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $112102”

Other Expenses.1012

“Insurance $2764”

Other Expenses.1

“Pest Control $5060”

Other Expenses.2

“Dues and Memberships $824”

Other Expenses.3

“Supplies $611”

Other Expenses.4

“Postage $225”

Other Expenses.5

“Bank Service Charge $10”

Raw XML Appendix143 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monterey
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093940
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033140
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt612000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mary Alice Cerrito Fettis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rodney Riggs
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Gina Aldrete
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kevin Phillips
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Chris Shake
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Wendy Brickman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Member Emeritus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary/Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President & CEO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0121596
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Fisherman'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.
IRS990EZ/ProgramServiceRevenueAmt0179462
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fisherman'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. The purpose has been met since inception.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0130628
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt012000
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt0130628
IRS990EZ/TotalRevenueAmt0194054
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.montereywharf.com
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $112102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $2764
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Pest Control $5060
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues and Memberships $824
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Postage $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Service Charge $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Wendy Brickman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-14
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ReturnHeader/Filer/BusinessNameControlTxt0FISH
ReturnHeader/Filer/EIN0942317456
ReturnHeader/Filer/PhoneNum08313733337
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 465
ReturnHeader/Filer/USAddress/CityNm0Monterey
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ReturnHeader/Filer/USAddress/ZIPCd093942
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McGilloway Ray Brown & Kaufman
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALINAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093901
ReturnHeader/PreparerPersonGrp/PhoneNum08314242737
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Smriti Shrestha CPA
ReturnHeader/ReturnTs02022-09-15T13:21:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Wendy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Brickman
ReturnHeader/TaxPeriodBeginDt02020-11-01
ReturnHeader/TaxPeriodEndDt02021-10-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,677
Liabilities
-
Net assets
$20,677
Revenue
$194,054
Expenses
$206,517
Net income
-$12,463
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