Civic Intelligence

Cfa Society San Francisco

990 • Fiscal year 2013 • EIN 94-6078576

Jul 01, 2012 to Jun 30, 2013 • Filed on Apr 03, 2014

Organization ProfileWWW.CFA-SF.ORG
300 Montgomery Street No 113094104
Siviq Scores

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

Liabilities / Assets

41st percentile

0.13x

Higher debt load relative to assets than 41% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

45th percentile

3.3%

Faster asset growth than 45% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$1,067,233

Up $34,169 (+3.3%) from 2012

Net Assets

Down

$927,493

Down $3,598 (-0.4%) from 2012

Liabilities

Up

$139,740

Up $37,767 (+37%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,167,063

Up $65,308 (+5.9%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $940,370Liabilities 2010: $89,605Net Assets 2010: $850,7652010Assets 2011: $1,170,123Liabilities 2011: $134,758Net Assets 2011: $1,035,3652011Assets 2012: $1,033,064Liabilities 2012: $101,973Net Assets 2012: $931,0912012Assets 2013: $1,067,233Liabilities 2013: $139,740Net Assets 2013: $927,4932013Assets 2014: $1,085,952Liabilities 2014: $146,783Net Assets 2014: $939,1692014Assets 2015: $1,169,911Liabilities 2015: $263,441Net Assets 2015: $906,4702015Assets 2016: $1,183,492Liabilities 2016: $271,056Net Assets 2016: $912,4362016Assets 2017: $1,153,777Liabilities 2017: $308,871Net Assets 2017: $844,9062017Assets 2018: $1,131,629Liabilities 2018: $455,969Net Assets 2018: $675,6602018Assets 2019: $1,245,181Liabilities 2019: $392,232Net Assets 2019: $852,9492019Assets 2020: $1,105,643Liabilities 2020: $145,881Net Assets 2020: $959,7622020Assets 2021: $1,365,996Liabilities 2021: $241,288Net Assets 2021: $1,124,7082021Assets 2022: $1,272,591Liabilities 2022: $231,393Net Assets 2022: $1,041,1982022Assets 2023: $1,324,069Liabilities 2023: $239,389Net Assets 2023: $1,084,6802023Assets 2024: $1,323,304Liabilities 2024: $249,619Net Assets 2024: $1,073,6852024Assets 2025: $1,342,184Liabilities 2025: $255,044Net Assets 2025: $1,087,1402025

Highlighted filing

2013

Assets$1,067,233
Liabilities$139,740
Net Assets$927,493
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $970,7042010Revenue 2011: $1,070,121Expenses 2011: $973,592Net Income 2011: $96,5292011Revenue 2012: $1,005,333Expenses 2012: $1,101,755Net Income 2012: -$96,4222012Expenses 2013: $1,167,0632013Revenue 2014: $1,144,567Expenses 2014: $1,177,620Net Income 2014: -$33,0532014Revenue 2015: $1,208,721Expenses 2015: $1,219,616Net Income 2015: -$10,8952015Revenue 2016: $1,234,259Expenses 2016: $1,230,411Net Income 2016: $3,8482016Revenue 2017: $1,232,092Expenses 2017: $1,304,730Net Income 2017: -$72,6382017Revenue 2018: $1,571,213Expenses 2018: $1,743,334Net Income 2018: -$172,1212018Revenue 2019: $1,395,515Expenses 2019: $1,234,769Net Income 2019: $160,7462019Revenue 2020: $1,209,561Expenses 2020: $1,112,984Net Income 2020: $96,5772020Revenue 2021: $853,165Expenses 2021: $790,679Net Income 2021: $62,4862021Revenue 2022: $948,273Expenses 2022: $926,420Net Income 2022: $21,8532022Revenue 2023: $978,014Expenses 2023: $915,539Net Income 2023: $62,4752023Revenue 2024: $978,760Expenses 2024: $1,076,439Net Income 2024: -$97,6792024Revenue 2025: $770,346Expenses 2025: $890,982Net Income 2025: -$120,6362025

Highlighted filing

2013

Revenue-
Expenses$1,167,063
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Apr 3, 2014
Return Version
2012v2.1
Gross Receipts
$1,159,792
Mission and Program Overview

Mission

Cfa society san francisco's mission is to advance bay area investment professionals through education, career development, and community building.

Filing and Contact Details

Filer

EIN
94-6078576
Raw XML AppendixShowing 400 of 421 raw XML fields

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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE SOCIETY IS A NONPROFIT ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND SECTION 23701(E) OF THE STATE OF CALIFORNIA REVENUE AND TAXATION CODE AND GENERALLY IS NOT SUBJECT TO STATE OR FEDERAL INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) HAS ISSUED GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND MANAGEMENT HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2013 AND 2012.
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IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/GeneralExplanation/Explanation1THE MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERS OF THE SOCIETY AT THE ANNUAL MEETINGS.
IRS990ScheduleO/GeneralExplanation/Explanation2THE PRESIDENT AND/OR THE TREASURER OF THE BOARD ARE IN CHARGE OF REVIEWING FORM 990 PRIOR TO FILING. ONLY ONE SIGNATURE IS REQUIRED. A COPY OF THE TAX FILING IS AVAILABLE TO ALL BOARD MEMBERS.
IRS990ScheduleO/GeneralExplanation/Explanation3INTERESTED PERSONS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS BEFORE ENTERING INTO THE TRANSACTION, OR IMMEDIATELY UPON LEARNING OF THE CONFLICT.
IRS990ScheduleO/GeneralExplanation/Explanation4ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS ARE PROVIDED UPON WRITTEN REQUEST.
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IRS990/TheBooksAreInCareOf/TelephoneNumber04152590765
IRS990/TotalAssets/BOY01033064
IRS990/TotalAssetsBOY01033064
IRS990/TotalAssets/EOY01067233
IRS990/TotalAssetsEOY01067233
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear01167063
IRS990/TotalExpensesPriorYear01101755
IRS990/TotalFunctionalExpenses/Total01167063
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY0101973
IRS990/TotalLiabilitiesBOY0101973
IRS990/TotalLiabilities/EOY0139740
IRS990/TotalLiabilitiesEOY0139740
IRS990/TotalLiabNetAssetsFundBalances/BOY01033064
IRS990/TotalLiabNetAssetsFundBalances/EOY01067233
IRS990/TotalNbrEmployees06
IRS990/TotalNbrVolunteers0127
IRS990/TotalNetAssetsFundBalances/BOY0931091
IRS990/TotalNetAssetsFundBalances/EOY0927493
IRS990/TotalOtherCompensation04393
IRS990/TotalOthProgramServiceRevenue/RelatedOrExemptFunctionIncome014700
IRS990/TotalOthProgramServiceRevenue/TotalRevenueColumn014700
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceRevenue01044923
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg087308
IRS990/TotalRevenueCurrentYear01101658
IRS990/TotalRevenue/ExclusionAmount056735
IRS990/TotalRevenuePriorYear01005333
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome01044923
IRS990/TotalRevenue/TotalRevenueColumn01101658
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/Travel/Total09273
IRS990/TypeOfOrganizationOther0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY0931091
IRS990/UnrestrictedNetAssets/EOY0914675
IRS990/UponRequest0X
IRS990/WebSite0WWW.CFASANFRANCISCO.ORG
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01929
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0946078576
ReturnHeader/Filer/Name/BusinessNameLine10CFA SOCIETY SAN FRANCISCO
ReturnHeader/Filer/NameControl0CFAS
ReturnHeader/Filer/Phone04152590765
ReturnHeader/Filer/USAddress/AddressLine10300 MONTGOMERY STREET NO 1130

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,067,233
Liabilities
$139,740
Net assets
$927,493
Revenue
-
Expenses
$1,167,063
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.26$1.09$0.77$0.89$0.12
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.25$1.07$0.98$1.08$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.24$1.08$0.98$0.92$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.23$1.04$0.95$0.93$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.24$1.12$0.85$0.79$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.15$0.96$1.21$1.11$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.39$0.85$1.40$1.23$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.46$0.68$1.57$1.74$0.17
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.31$0.84$1.23$1.30$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.27$0.91$1.23$1.23$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.26$0.91$1.21$1.22$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.15$0.94$1.14$1.18$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.14$0.93$1.17
2012Summary only. Only limited summary data is available for this year.$1.03$0.10$0.93$1.01$1.10$0.10
2011Summary only. Only limited summary data is available for this year.$1.17$0.13$1.04$1.07$0.97$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.09$0.85$0.97