Civic Intelligence

Howard C Naffziger Surgical Society

EIN 94-2778852 • 501(c)3 • San Francisco, CA

Profile

Promote awareness in the surgical field

3838 California StSan Francisco, CA 94121

naffzigersociety.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

48th percentile

-2.9%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

78th percentile

32%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$391,852

Down $23,897 (-5.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$391,852

Down $23,897 (-5.7%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin86th percentile

Revenue

Up

$87,894

Up $37,724 (+75%) from 2021

Expenses

Up

$53,856

Up $25,686 (+91%) from 2021

Net Income

Up

$34,038

Up $12,038 (+55%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $274,181Liabilities 2010: $0Net Assets 2010: $274,1812010Assets 2011: $283,347Liabilities 2011: $0Net Assets 2011: $283,3472011Assets 2012: $270,245Liabilities 2012: $02012Assets 2013: $281,041Liabilities 2013: $02013Assets 2014: $289,256Net Assets 2014: $289,2562014Assets 2015: $301,725Net Assets 2015: $301,7252015Assets 2016: $296,233Liabilities 2016: $02016Assets 2017: $293,099Net Assets 2017: $293,0992017Assets 2018: $301,584Net Assets 2018: $301,5842018Assets 2019: $352,296Net Assets 2019: $352,2962019Assets 2021: $415,749Liabilities 2021: $0Net Assets 2021: $415,7492021Assets 2023: $391,852Liabilities 2023: $0Net Assets 2023: $391,8522023

Highlighted filing

2023

Assets$391,852
Liabilities$0
Net Assets$391,852
Open 2023 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2010: $39,3922010Expenses 2011: $31,6962011Revenue 2012: $22,843Expenses 2012: $35,945Net Income 2012: -$13,1022012Revenue 2013: $49,934Expenses 2013: $39,138Net Income 2013: $10,7962013Revenue 2014: $59,571Expenses 2014: $51,356Net Income 2014: $8,2152014Revenue 2015: $51,304Expenses 2015: $38,835Net Income 2015: $12,4692015Revenue 2016: $40,884Expenses 2016: $46,376Net Income 2016: -$5,4922016Revenue 2017: $42,319Expenses 2017: $45,453Net Income 2017: -$3,1342017Revenue 2018: $43,554Expenses 2018: $35,069Net Income 2018: $8,4852018Revenue 2019: $38,902Expenses 2019: $41,388Net Income 2019: -$2,4862019Revenue 2021: $50,170Expenses 2021: $28,170Net Income 2021: $22,0002021Revenue 2023: $87,894Expenses 2023: $53,856Net Income 2023: $34,0382023

Highlighted filing

2023

Revenue$87,894
Expenses$53,856
Net Income$34,038
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$391,852
Liabilities
$0
Net assets
$391,852
Revenue
$87,894
Expenses
$53,856
Net income
$34,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.00$3.92$0.88$0.54$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$0.00$4.16$0.50$0.28$0.22
2019Detailed filing. Detailed filing data is available for this year.$3.52$3.52$0.39$0.41$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$3.02$0.44$0.35$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.93$2.93$0.42$0.45$0.03
2016Summary only. Only limited summary data is available for this year.$2.96$0.00$0.41$0.46$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.02$3.02$0.51$0.39$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.89$2.89$0.60$0.51$0.08
2013Summary only. Only limited summary data is available for this year.$2.81$0.00$0.50$0.39$0.11
2012Summary only. Only limited summary data is available for this year.$2.70$0.00$0.23$0.36$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.83$0.00$2.83$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.00$2.74$0.39
Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 30, 2020
Return Version
2019v5.1
Gross Receipts
$38,902
Mission and Program Overview

Mission

Promote awareness in the surgical field

Program Services

DescriptionGrantsExpenses
N/A$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES CONSTANTTrustee-$0--
LAWRENCE YEETrustee-$0--
WEN T SHENTrustee-$0--
JONATHAN CARTEREditor-$0--
MICHELLE LISecretary-Treasurer-$0--
MADHULIKA VARMAPresident Elect-$0--
SHELLY MARKSPresident-$0--
Filing and Contact Details

Filer

Filer Name
Howard C Naffziger Surgical Society
EIN
94-2778852
Phone
4153503436
Address
3838 CALIFORNIA ST, SAN FRANCISCO, CA 94121

Signing Officer

Name
Michelle Li
Title
Secretary-treasurer
Phone
4153503436
Signed
2020-07-30
Discuss with paid preparer
Yes

Preparer

Firm
Clement Tax Service
Address
912 Clement Street, San Francisco, CA 94118
Preparer
Tony J Gu EA
Phone
4156681682
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“EVENT 11420.”

Form 990EZ, Part I, Line 16

“Various association related expenses 29968.”

Form 990EZ, Part I, Line 20

“Reconciliation/adjustments between 2018 & 2019 bank balances 53198.”

Raw XML Appendix176 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHELLE LI
IRS990EZ/BooksInCareOfDetail/PhoneNum04153503436
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03838 CALIFORNIA ST STE 616
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094121
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0301584
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0352296
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2486
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0301584
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0352296
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt038902
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt013502
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt025400
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0301584
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0352296
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0301584
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0352296
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES CONSTANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAWRENCE YEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WEN T SHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JONATHAN CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELLE LI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MADHULIKA VARMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHELLY MARKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt053198
IRS990EZ/OtherExpensesTotalAmt041388
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE AWARENESS IN THE SURGICAL FIELD
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041388
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt038902
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP:/NAFFZIGERSOCIETY.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt031907
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030615
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035733
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt031508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0155163
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0155163
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031907
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt030615
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035733
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt031508
IRS990ScheduleA/Total509Grp/TotalAmt0155163
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0155163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EVENT 11420.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VARIOUS ASSOCIATION RELATED EXPENSES 29968.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECONCILIATION/ADJUSTMENTS BETWEEN 2018 & 2019 BANK BALANCES 53198.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE LI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04153503436
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOWARD C NAFFZIGER SURGICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0HOWA
ReturnHeader/Filer/EIN0942778852
ReturnHeader/Filer/PhoneNum04153503436
ReturnHeader/Filer/USAddress/AddressLine1Txt03838 CALIFORNIA ST
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094121
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B426676DEDEAF04490E13ABB2A976BA69DBCAA74
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B426676DEDEAF04490E13ABB2A976BA69DBCAA74
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.8.160.139
ReturnHeader/FilingSecurityInformation/IPDt02020-08-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:21:17
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLEMENT TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0912 Clement Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094118
ReturnHeader/PreparerPersonGrp/PhoneNum04156681682
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tony J Gu EA
ReturnHeader/ReturnTs02020-08-18T10:21:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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