Civic Intelligence

Cfa Society San Francisco

990 • Fiscal year 2018 • EIN 94-6078576

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

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

76th percentile

0.40x

Higher debt load relative to assets than 76% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

65th percentile

0.29x

Higher debt load relative to revenue than 65% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Net Margin

10th percentile

-11%

Higher net margin than 10% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

69th percentile

$194,684

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Asset Growth

34th percentile

-1.9%

Faster asset growth than 34% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

28%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$1,131,629

Down $22,148 (-1.9%) from 2017

Net Assets

Down

$675,660

Down $169,246 (-20%) from 2017

Liabilities

Up

$455,969

Up $147,098 (+48%) from 2017

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin10th percentile

Revenue

Up

$1,571,213

Up $339,121 (+28%) from 2017

Expenses

Up

$1,743,334

Up $438,604 (+34%) from 2017

Net Income

Down

-$172,121

Down $99,483 (-137%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2018

Assets$1,131,629
Liabilities$455,969
Net Assets$675,660
Open 2018 Filing

Operations Trend

Revenue Growth91st 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

2018

Revenue$1,571,213
Expenses$1,743,334
Net Income-$172,121
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$1,573,735
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$889,051$833,158▼ $55,893
Savings and Temporary Cash Investments$96,260$118,246▲ $21,986
Prepaid Expenses and Deferred Charges$64,519$71,616▲ $7,097
Accounts Receivable$66,265$59,114▼ $7,151
Land, Buildings, and Equipment, Net$23,681$35,494▲ $11,813
Total Assets$1,153,777$1,131,629▼ $22,148
Other Assets Total$14,001$14,001→ $0
Liabilities
Deferred Revenue$192,787$311,564▲ $118,777
Other Liabilities$108,333$131,227▲ $22,894
Accounts Payable and Accrued Expenses$7,751$13,178▲ $5,427
Total Liabilities$308,871$455,969▲ $147,098
Net Assets / Fund Balance
Unrestricted Net Assets$826,906$662,842▼ $164,064
Temporarily Rstr Net Assets$18,000$12,818▼ $5,182
Total Net Assets Fund Balance$844,906$675,660▼ $169,246
Total Liabilities and Net Assets / Fund Balance$1,153,777$1,131,629▼ $22,148

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$18,753$78,293$97,046
Equipment$16,741$10,364$27,105
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE O'BRIENExecutive DirectorFT$148,295$46,389$194,684

Board Members and Trustees

NameTitle
Chris GillettePast President
MATTHEW O'HARAPresident
Baie NetzerVice President
Alan WongDirector
Almond GodutiDirector
Anjanette KallasDirector
Jessica MannDirector
John JordanDirector
Joseph S LeungDirector
Joyce LiDirector
S Jane LeungDirector
Purav JhaveriSecretary
Melissa WedelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,455,241
Investment Income
$13,710
Other Revenue
$102,262
Change in Net Assets
$-172,121

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,571,213
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,875
Total Revenue per Audited Statements
$1,574,088
Total Revenue per Form 990
$1,571,213
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,163,484
Salaries, Compensation, and Employee Benefits$579,850
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$289,620
Occupancy---$202,862
Advertising---$201,337
Current Officers, Directors, Trustees, and Key Employees---$196,240
All Other Expenses---$61,564
Other Employee Benefits---$56,127
Payroll Taxes---$37,863
Travel---$27,163
Fees for Services Accounting---$21,240
Other Expenses---$20,139
Information Technology---$10,734
Fees for Services Other---$7,684
Depreciation Depletion---$7,240
Office Expenses---$6,789
Fees for Services Legal---$3,722
Insurance---$3,550
Total Functional Expenses$0$0$0$1,743,334

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,743,334
Total Expenses per Audited Statements$1,743,334
Total Expenses per Form 990$1,743,334
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$117,068
Capital Lease Liability$14,159
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
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 11B

“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 B, Line 15A

“The board of directors reviews the executive directors' salaries annually.”

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
ANNE O'BRIEN
Title
Executive Director
Phone
4152590765
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
ANNE O'BRIEN
Formed
1929
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
5
Volunteers
13

Preparer

Firm
Bpm Llp
Address
4200 BOHANNON DRIVE SUITE 250, MENLO PARK, CA 94025-1021
Preparer
Carolyn R Amster
Phone
6508556800
Supplemental Narrative

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, 2018.”

Raw XML AppendixShowing 400 of 465 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/TitleTxt4DIRECTOR
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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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt0675660
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2522
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2522
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt047855
IRS990/NetUnrelatedBusTxblIncmAmt010533
IRS990/NetUnrlzdGainsLossesInvstAmt02875
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0202862
IRS990/OfficeExpensesGrp/TotalAmt06789
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014001
IRS990/OtherAssetsTotalGrp/EOYAmt014001
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt056127
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL DEV. PROGR
IRS990/OtherExpensesGrp/Desc1CFA REVIEW PROGRAMS
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3REPAIR AND MAINTENANCE
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IRS990/OtherExpensesGrp/TotalAmt1104741
IRS990/OtherExpensesGrp/TotalAmt221565
IRS990/OtherExpensesGrp/TotalAmt320139
IRS990/OtherLiabilitiesGrp/BOYAmt0108333
IRS990/OtherLiabilitiesGrp/EOYAmt0131227
IRS990/OtherRevenueMiscGrp/BusinessCd0541800
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0ADVERTISING
IRS990/OtherRevenueMiscGrp/Desc1OTHER
IRS990/OtherRevenueMiscGrp/ExclusionAmt07648
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt046759
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17648
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt046759
IRS990/OtherRevenueTotalAmt054407
IRS990/OtherSalariesAndWagesGrp/TotalAmt0289620
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt037863
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt064519
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt071616
IRS990/PrincipalOfficerNm0ANNE O'BRIEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0813920
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4561300
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1CONTINUING EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc2CFA INSTITUTE SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc3CFA REVIEW PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc4CAREER DEVELOPMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0497046
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1384213
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2332235
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3137757
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt489805
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0497046
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1384213
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2332235
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3137757
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt489805
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015136
IRS990/PYOtherExpensesAmt0754676
IRS990/PYOtherRevenueAmt056855
IRS990/PYProgramServiceRevenueAmt01160101
IRS990/PYRevenuesLessExpensesAmt0-72638
IRS990/PYSalariesCompEmpBnftPaidAmt0550054
IRS990/PYTotalExpensesAmt01304730
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01232092
IRS990/ReconcilationRevenueExpnssAmt0-172121
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt047855
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt096260
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0118246
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt016741
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010364
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027105
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01743334
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02875
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt018753
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt078293
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt097046
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0117068
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt114159
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CAPITAL LEASE LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt02875
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01571213
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, 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt035494
IRS990ScheduleD/TotalExpensesPerForm990Amt01743334
IRS990ScheduleD/TotalLiabilityAmt0131227
IRS990ScheduleD/TotalRevenuePerForm990Amt01571213
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01574088
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01743334
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/ClubDuesOrFeesInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0148295
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount022500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt023889
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANNE O'BRIEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0194684
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd00
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/ExplanationTxt4THE BOARD OF DIRECTORS REVIEWS THE EXECUTIVE DIRECTORS' SALARIES ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS ARE PROVIDED UPON WRITTEN REQUEST.
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt018000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt012818
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01153777
IRS990/TotalAssetsEOYAmt01131629
IRS990/TotalAssetsGrp/BOYAmt01153777
IRS990/TotalAssetsGrp/EOYAmt01131629
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/TotalAmt01743334
IRS990/TotalGrossUBIAmt046759
IRS990/TotalLiabilitiesBOYAmt0308871
IRS990/TotalLiabilitiesEOYAmt0455969
IRS990/TotalLiabilitiesGrp/BOYAmt0308871

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,131,629
Liabilities
$455,969
Net assets
$675,660
Revenue
$1,571,213
Expenses
$1,743,334
Net income
-$172,121
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
2018Detailed filing. Detailed filing data is available for this year.$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