Civic Intelligence

Sfmms Community Service Foundation

990EZ • Fiscal year 2014 • EIN 94-3230890

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 17, 2015

1003A OReilly AvenueSan Francisco, CA 94129

(415) 561-0864

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

0.09x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

7th percentile

-54%

Higher net margin than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

44th percentile

-0.4%

Faster asset growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

44th percentile

-1.9%

Faster revenue growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$135,920

Down $484 (-0.4%) from 2013

Net Assets

$135,355

No earlier filing loaded for comparison.

Liabilities

Down

$565

Down $36 (-6.0%) from 2013

Revenue

Down

$6,255

Down $121 (-1.9%) from 2013

Expenses

Down

$9,658

Down $1,283 (-12%) from 2013

Net Income

Up

-$3,403

Up $1,162 (+25%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $149,967Liabilities 2011: $6,4472011Assets 2012: $138,551Liabilities 2012: $3,7972012Assets 2013: $136,404Liabilities 2013: $6012013Assets 2014: $135,920Liabilities 2014: $565Net Assets 2014: $135,3552014Assets 2015: $132,476Net Assets 2015: $132,4762015Assets 2016: $164,803Net Assets 2016: $164,8032016Assets 2017: $169,278Liabilities 2017: $20Net Assets 2017: $169,2582017Assets 2018: $162,355Liabilities 2018: $217Net Assets 2018: $162,1382018Assets 2019: $173,318Liabilities 2019: $0Net Assets 2019: $173,3182019Assets 2020: $168,525Liabilities 2020: $0Net Assets 2020: $168,5252020Assets 2021: $163,512Liabilities 2021: $0Net Assets 2021: $163,5122021Assets 2022: $137,118Liabilities 2022: $5,072Net Assets 2022: $132,0462022Assets 2023: $110,539Liabilities 2023: $0Net Assets 2023: $110,5392023Assets 2024: $93,538Liabilities 2024: $0Net Assets 2024: $93,5382024

Highlighted filing

2014

Assets$135,920
Liabilities$565
Net Assets$135,355

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $54,499Expenses 2011: $85,484Net Income 2011: -$30,9852011Revenue 2012: $56,194Expenses 2012: $69,667Net Income 2012: -$13,4732012Revenue 2013: $6,376Expenses 2013: $10,941Net Income 2013: -$4,5652013Revenue 2014: $6,255Expenses 2014: $9,658Net Income 2014: -$3,4032014Revenue 2015: $6,214Expenses 2015: $4,325Net Income 2015: $1,8892015Revenue 2016: $31,798Expenses 2016: $3,129Net Income 2016: $28,6692016Revenue 2017: $4,310Expenses 2017: $5,579Net Income 2017: -$1,2692017Revenue 2018: $7,421Expenses 2018: $4,811Net Income 2018: $2,6102018Revenue 2019: $4,821Expenses 2019: $4,770Net Income 2019: $512019Revenue 2020: $54,774Expenses 2020: $63,463Net Income 2020: -$8,6892020Revenue 2021: $31,812Expenses 2021: $39,210Net Income 2021: -$7,3982021Revenue 2022: $12,341Expenses 2022: $26,493Net Income 2022: -$14,1522022Revenue 2023: $4,183Expenses 2023: $27,402Net Income 2023: -$23,2192023Revenue 2024: $5,066Expenses 2024: $21,515Net Income 2024: -$16,4492024

Highlighted filing

2014

Revenue$6,255
Expenses$9,658
Net Income-$3,403
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 17, 2015
Return Version
2014v5.0
Gross Receipts
$6,255
Mission and Program Overview

Mission

Educational & scientific health care studies.

Program Services

DescriptionGrantsExpenses
Palliative Care - Created to elicit and honor patient's wishes for treatment at the end of life in California by promoting adoption and monitoring uptake of Physician's Orders for Life Sustaining Treatment across care settings and geographic areas.$5,032-
Organs Donation_- Created to increase organ donations via development of new incentives for listing oneself as a donor.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William J BlackDirector-$0--
Gary L ChanDirector-$0--
John MaaDirector-$0--
Lawrence CheungPresident-$0--
Roger S EngPresident-Elect-$0--
Gordon L FungEditor-$0--
Man-Kit LeungTreasurer-$0--
Kimberly L NewellDirector-$0--
Richard A PodolinSecretary-$0--
Ryan PadrezDirector-$0--
Shannon Udovic-ConstantPast President-$0--
Filing and Contact Details

Filer

Filer Name
SFMS Community Service Foundation
EIN
94-3230890
Phone
4155610864
Address
1003A OReilly Avenue, San Francisco, CA 94129

Signing Officer

Name
Mary Lou Licwinko
Title
CEO
Signed
2015-07-17
Discuss with paid preparer
Yes

Preparer

Firm
AL Nella and Company LLP
Address
1390 Market St Suite 1004, San Francisco, CA 94102
Preparer
Kenneth R McCauley
Phone
4156212424
Supplemental Narrative

Additional Explanations

Other Revenue.1

Bank bonus $25

Other Expenses.1005

Travel $2093

Other Expenses.1007

Conferences, Conventions, and Meetings $1755

Other Expenses.1012

Insurance $1603

Other Expenses.2

Filing fee $10

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $1336 Prepaid Expenses and Deferred Charges - Ending $1336

Other Assets.1

Due from affiliate - Beginning $121 Due from affiliate - Ending $343

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $601 Accounts Payable and Accrued Expenses - Ending $565

Raw XML Appendix209 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank bonus $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $2093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $1755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Filing fee $10
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary Lou Licwinko
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SFMS Community Service Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SFMS
ReturnHeader/Filer/EIN0943230890
ReturnHeader/Filer/PhoneNum04155610864
ReturnHeader/Filer/USAddress/AddressLine1Txt01003A OReilly Avenue
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094129
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01390 Market St Suite 1004
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094102
ReturnHeader/PreparerPersonGrp/PhoneNum04156212424
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth R McCauley
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-07-17T17:43:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.05$0.22$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.04$0.27$0.23
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.05$1.32$0.12$0.26$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.32$0.39$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.55$0.63$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.05$0.05$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.07$0.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.04$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.65$1.65$0.32$0.03$0.29
2015Detailed filing. Detailed filing data is available for this year.$1.32$1.32$0.06$0.04$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.36$0.01$1.35$0.06$0.10$0.03
2013Summary only. Only limited summary data is available for this year.$1.36$0.01$0.06$0.11$0.05
2012Summary only. Only limited summary data is available for this year.$1.39$0.04$0.56$0.70$0.13
2011Summary only. Only limited summary data is available for this year.$1.50$0.06$0.54$0.85$0.31