Civic Intelligence

Cfa Society San Francisco

990 • Fiscal year 2015 • EIN 94-6078576

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 26, 2016

Organization ProfileWWW.CFA-SF.ORG
235 Montgomery Street No 725San Francisco, CA 94104

(415) 259-0765

Siviq Scores

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

Liabilities / Assets

55th percentile

0.23x

Higher debt load relative to assets than 55% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.22x

Higher debt load relative to revenue than 55% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Net Margin

29th percentile

-0.9%

Higher net margin than 29% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

61st percentile

$167,877

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2015

Asset Growth

66th percentile

7.7%

Faster asset growth than 66% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

58th percentile

5.6%

Faster revenue growth than 58% of similar nonprofits.

2015 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$1,169,911

Up $83,959 (+7.7%) from 2014

Net Assets

Down

$906,470

Down $32,699 (-3.5%) from 2014

Liabilities

Up

$263,441

Up $116,658 (+79%) from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin29th percentile

Revenue

Up

$1,208,721

Up $64,154 (+5.6%) from 2014

Expenses

Up

$1,219,616

Up $41,996 (+3.6%) from 2014

Net Income

Up

-$10,895

Up $22,158 (+67%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2015

Assets$1,169,911
Liabilities$263,441
Net Assets$906,470
Open 2015 Filing

Operations Trend

Revenue Growth58th percentile

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

2015

Revenue$1,208,721
Expenses$1,219,616
Net Income-$10,895
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 26, 2016
Return Version
2014v6.0
Gross Receipts
$1,251,841
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.

Providing educational, networking career development and other related programs for investment management professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$828,335$857,750▲ $29,415
Savings and Temporary Cash Investments$120,002$131,447▲ $11,445
Accounts Receivable$38,781$120,256▲ $81,475
Prepaid Expenses and Deferred Charges$23,562$37,351▲ $13,789
Land, Buildings, and Equipment, Net$52,223$9,106▼ $43,117
Total Assets$1,085,952$1,169,911▲ $83,959
Other Assets Total$23,049$14,001▼ $9,048
Liabilities
Deferred Revenue$96,405$158,650▲ $62,245
Other Liabilities$23,142$84,574▲ $61,432
Accounts Payable and Accrued Expenses$27,236$20,217▼ $7,019
Total Liabilities$146,783$263,441▲ $116,658
Net Assets / Fund Balance
Unrestricted Net Assets$926,351$827,485▼ $98,866
Temporarily Rstr Net Assets$12,818$78,985▲ $66,167
Total Net Assets Fund Balance$939,169$906,470▼ $32,699
Total Liabilities and Net Assets / Fund Balance$1,085,952$1,169,911▲ $83,959

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,418$82,864$90,282
Equipment$1,688$1,749$3,437
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maren AmdalExecutive DirectorFT$126,875$41,002$167,877

Board Members and Trustees

NameTitle
Stephen PerkinsPast President
Elsie FletcherPresident
MATTHEW O'HARAVice President
Alan WongDirector
Baie NetzerDirector
Bob GilloolyDirector
Joseph S LeungDirector
Melissa WedelDirector
Purav JhaveriDirector
Jessica MannSecretary
Chris GilletteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,180,582
Investment Income
$-38,086
Other Revenue
$66,225
Change in Net Assets
$-10,895

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,208,721
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$24,381
Total Revenue per Audited Statements
$1,233,102
Total Revenue per Form 990
$1,208,721
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$710,932
Salaries, Compensation, and Employee Benefits$508,684
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$272,350
Current Officers, Directors, Trustees, and Key Employees---$170,400
Occupancy---$162,552
Fees for Services Accounting---$52,162
All Other Expenses---$50,189
Payroll Taxes---$37,990
Other Employee Benefits---$27,944
Other Expenses---$16,620
Information Technology---$12,508
Fees for Services Other---$9,607
Travel---$9,239
Office Expenses---$6,467
Advertising---$5,854
Insurance---$3,493
Depreciation Depletion---$2,444
Total Functional Expenses$0$0$0$1,219,616

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,219,616
Total Expenses per Audited Statements$1,219,616
Total Expenses per Form 990$1,219,616
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Liabilities$84,574
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members.”

Form 990, Part VI, Section A, Line 7A

“The members of the board of directors are elected by the members of the society at the annual meetings.”

Form 990, Part VI, Section B, Line 11

“The 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.”

Form 990, Part VI, Section B, Line 12C

“Interested persons are required to disclose potential conflicts before entering into the transaction, or immediately upon learning of the conflict.”

Form 990, Part VI, Section C, Line 19

“All governing documents, financial statements and tax returns are provided upon written request.”

Filing and Contact Details

Filer

Filer Name
Cfa Society San Francisco
EIN
94-6078576
Phone
4152590765
Address
235 MONTGOMERY STREET NO 725, SAN FRANCISCO, CA 94104

Signing Officer

Name
Chris Gillette
Title
Treasurer
Phone
4152590765
Signed
2016-02-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Gillette
Formed
1929
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
6
Volunteers
16

Preparer

Firm
Burr Pilger Mayer Inc
Address
110 STONY POINT ROAD SUITE 210, SANTA ROSA, CA 95401
Preparer
James Petray
Phone
7075444078
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Restatement of reviewed financial statements -46,185.”

Financial Statement Notes

PART X, LINE 2:

“The 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. Following the accounting guidance for uncertain tax positions, management has concluded that there are no uncertain tax positions at june 30, 2015.”

Raw XML AppendixShowing 400 of 429 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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IRS990/MissionDesc0THE CFA SOCIETY OF SAN FRANCISCO IS A CALIFORNIA NON-PROFIT WHICH PROMOTES HIGH STANDARDS OF COMPETENCE AND ETHICS AS EMBODIED IN THE CHARTERED FINANCIAL ANALYST (CFA) DESIGNATION. CFASF ENCOURAGES THE PROFESSIONAL DEVELOPMENT OF ITS MEMBERS THROUGH CONTINUING EDUCATION, SOCIAL INTERACTION AND THE EXCHANGE OF INVESTMENT IDEAS AND INFORMATION. CFASF SEEKS TO ENHANCE AWARENESS OF THE INVESTMENT PROFESSION AND CFA DESIGNATION WITHIN THE COMMUNITY.
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IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt023049
IRS990/OtherAssetsTotalGrp/EOYAmt014001
IRS990/OtherChangesInNetAssetsAmt0-46185
IRS990/OtherEmployeeBenefitsGrp/TotalAmt027944
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL DEV.PROG.
IRS990/OtherExpensesGrp/Desc1CFA REVIEW PROGRAMS
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3BANK FEES
IRS990/OtherExpensesGrp/TotalAmt0227371
IRS990/OtherExpensesGrp/TotalAmt1133021
IRS990/OtherExpensesGrp/TotalAmt219405
IRS990/OtherExpensesGrp/TotalAmt316620
IRS990/OtherLiabilitiesGrp/BOYAmt023142
IRS990/OtherLiabilitiesGrp/EOYAmt084574
IRS990/OtherSalariesAndWagesGrp/TotalAmt0272350
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt037990
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023562
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037351
IRS990/PrincipalOfficerNm0CHRIS GILLETTE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0813920
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1CFA REVIEW PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2CONTINUING EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc3SPONSORSHIP REVENUE
IRS990/ProgramServiceRevenueGrp/Desc4CFA INSTITUTE SUBSIDY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0477900
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1256018
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2222116
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3103214
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt487289
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0477900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1256018
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2222116
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3103214
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt487289
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt09800
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt097097
IRS990/PYOtherExpensesAmt0654500
IRS990/PYOtherRevenueAmt067225
IRS990/PYProgramServiceRevenueAmt0980245
IRS990/PYRevenuesLessExpensesAmt0-33053
IRS990/PYSalariesCompEmpBnftPaidAmt0510290
IRS990/PYTotalExpensesAmt01177620
IRS990/PYTotalProfFndrsngExpnsAmt03030
IRS990/PYTotalRevenueAmt01144567
IRS990/ReconcilationRevenueExpnssAmt0-10895
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt066225
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0120002
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0131447
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01688
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01749
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03437
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01219616
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt024381
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07418
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt082864
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt090282
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt084574
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt024381
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01208721
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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. FOLLOWING THE ACCOUNTING GUIDANCE FOR UNCERTAIN TAX POSITIONS, MANAGEMENT HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09106
IRS990ScheduleD/TotalExpensesPerForm990Amt01219616
IRS990ScheduleD/TotalLiabilityAmt084574
IRS990ScheduleD/TotalRevenuePerForm990Amt01208721
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01233102
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01219616
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0126875
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount020000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt021002
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MAREN AMDAL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0167877
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERS OF THE SOCIETY AT THE ANNUAL MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/SupplementalInformationDetail/ExplanationTxt3INTERESTED PERSONS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS BEFORE ENTERING INTO THE TRANSACTION, OR IMMEDIATELY UPON LEARNING OF THE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS ARE PROVIDED UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RESTATEMENT OF REVIEWED FINANCIAL STATEMENTS -46,185.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt012818
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt078985
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01085952
IRS990/TotalAssetsEOYAmt01169911
IRS990/TotalAssetsGrp/BOYAmt01085952
IRS990/TotalAssetsGrp/EOYAmt01169911
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/TotalAmt01219616
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0146783
IRS990/TotalLiabilitiesEOYAmt0263441
IRS990/TotalLiabilitiesGrp/BOYAmt0146783
IRS990/TotalLiabilitiesGrp/EOYAmt0263441
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0939169
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0906470
IRS990/TotalOtherCompensationAmt021002
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt034045
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt034045
IRS990/TotalProgramServiceRevenueAmt01180582
IRS990/TotalReportableCompFromOrgAmt0146875
IRS990/TotalRevenueGrp/ExclusionAmt028139
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01180582
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01208721
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01085952
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01169911
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt09239
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0926351
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0827485
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0235 MONTGOMERY STREET NO 725
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094104
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,169,911
Liabilities
$263,441
Net assets
$906,470
Revenue
$1,208,721
Expenses
$1,219,616
Net income
-$10,895
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