Civic Intelligence

Cfa Society San Francisco

990 • Fiscal year 2020 • EIN 94-6078576

Jul 01, 2019 to Jun 30, 2020 • Filed on May 13, 2021

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

(415) 814-7900

Siviq Scores

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

Liabilities / Assets

46th percentile

0.13x

Higher debt load relative to assets than 46% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.12x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Net Margin

57th percentile

8.0%

Higher net margin than 57% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

82nd percentile

$262,323

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 21.7% of source-year revenue.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Asset Growth

12th percentile

-11%

Faster asset growth than 12% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-13%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$1,105,643

Down $139,538 (-11%) from 2019

Net Assets

Up

$959,762

Up $106,813 (+13%) from 2019

Liabilities

Down

$145,881

Down $246,351 (-63%) from 2019

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin57th percentile

Revenue

Down

$1,209,561

Down $185,954 (-13%) from 2019

Expenses

Down

$1,112,984

Down $121,785 (-9.9%) from 2019

Net Income

Down

$96,577

Down $64,169 (-40%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2020

Assets$1,105,643
Liabilities$145,881
Net Assets$959,762
Open 2020 Filing

Operations Trend

Revenue Growth39th 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

2020

Revenue$1,209,561
Expenses$1,112,984
Net Income$96,577
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 13, 2021
Return Version
2019v5.2
Gross Receipts
$1,209,561
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$869,229$890,140▲ $20,911
Accounts Receivable$3,999$87,000▲ $83,001
Savings and Temporary Cash Investments$250,673$45,119▼ $205,554
Prepaid Expenses and Deferred Charges$72,087$35,883▼ $36,204
Land, Buildings, and Equipment, Net$28,818$31,000▲ $2,182
Cash and Non-Interest-Bearing Accounts$6,374$2,500▼ $3,874
Total Assets$1,245,181$1,105,643▼ $139,538
Other Assets Total$14,001$14,001→ $0
Liabilities
Deferred Revenue$235,234$112,005▼ $123,229
Other Liabilities$113,050$29,788▼ $83,262
Accounts Payable and Accrued Expenses$43,948$4,088▼ $39,860
Total Liabilities$392,232$145,881▼ $246,351
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$832,449$959,762▲ $127,313
Net Assets With Donor Restrictions$20,500$0▼ $20,500
Total Net Assets Fund Balance$852,949$959,762▲ $106,813
Total Liabilities and Net Assets / Fund Balance$1,245,181$1,105,643▼ $139,538

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$13,404$84,017$97,421
Equipment$17,596$20,636$38,232
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE O'BRIENCEOFT$229,321$33,002$262,323

Board Members and Trustees

NameTitle
Baie NetzerPast President
Melissa WedelPresident
Alan WongVice President
Al GodutiDirector
Anjie KallasDirector
Jane LeungDirector
Jeffrey HamrickDirector
Margaret ReidDirector
Purav JhaveriDirector
Sami MesrourDirector
John JordanSecretary
Joyce LiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,112,730
Investment Income
$14,149
Other Revenue
$82,682
Change in Net Assets
$96,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$573,931
Other Expenses$539,053
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$321,463
Other Salaries and Wages---$183,471
Occupancy---$74,235
Advertising---$41,100
Fees for Services Accounting---$40,170
Payroll Taxes---$34,582
Other Employee Benefits---$26,621
Other Expenses---$21,966
Office Expenses---$19,272
Travel---$12,149
Fees for Services Other---$10,619
Depreciation Depletion---$8,152
Insurance---$8,112
Pension Plan Contributions---$7,794
Information Technology---$6,526
Fees for Services Legal---$711
All Other Expenses---$428
Total Functional Expenses$0$0$0$1,112,984
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$24,416
Capital Lease Liability$5,372
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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 ceo/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
4158147900
Address
235 MONTGOMERY STREET NO 725, SAN FRANCISCO, CA 94104

Signing Officer

Name
ANNE O'BRIEN
Title
CEO
Phone
4158147900
Signed
2021-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
ANNE O'BRIEN
Formed
1929
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
0

Preparer

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

Additional Explanations

Form 990, Part III, Line 3

“The final cfa exam program exam preparation classes ended may 2020. They will not be offered in the future. Starting in march 2020, due to the covid-19 pandemic, we offered all programming online and not in-person.”

Raw XML AppendixShowing 400 of 432 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/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014001
IRS990/OtherAssetsTotalGrp/EOYAmt014001
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt026621
IRS990/OtherExpensesGrp/Desc0UBI TAX
IRS990/OtherExpensesGrp/Desc1EVENT VENUE & CONTENT
IRS990/OtherExpensesGrp/Desc2CFA REVIEW PROGRAMS
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt013117
IRS990/OtherExpensesGrp/TotalAmt1251933
IRS990/OtherExpensesGrp/TotalAmt230563
IRS990/OtherExpensesGrp/TotalAmt321966
IRS990/OtherLiabilitiesGrp/BOYAmt0113050
IRS990/OtherLiabilitiesGrp/EOYAmt029788
IRS990/OtherRevenueMiscGrp/BusinessCd0541800
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0ADVERTISING
IRS990/OtherRevenueMiscGrp/Desc1OTHER
IRS990/OtherRevenueMiscGrp/ExclusionAmt07682
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt075000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17682
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt075000
IRS990/OtherRevenueTotalAmt082682
IRS990/OtherSalariesAndWagesGrp/TotalAmt0183471
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt034582
IRS990/PensionPlanContributionsGrp/TotalAmt07794
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt072087
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt035883
IRS990/PrincipalOfficerNm0ANNE O'BRIEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3561300
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1CONTINUING EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc2CFA INSTITUTE SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc3CAREER DEVELOPMENT
IRS990/ProgramServiceRevenueGrp/Desc4CFA REVIEW PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0505150
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1284008
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2235785
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt349787
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt438000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0505150
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1284008
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2235785
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt349787
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt438000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt019528
IRS990/PYOtherExpensesAmt0706489
IRS990/PYOtherRevenueAmt0112112
IRS990/PYProgramServiceRevenueAmt01263875
IRS990/PYRevenuesLessExpensesAmt0160746
IRS990/PYSalariesCompEmpBnftPaidAmt0528280
IRS990/PYTotalExpensesAmt01234769
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01395515
IRS990/ReconcilationRevenueExpnssAmt096577
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0250673
IRS990/SavingsAndTempCashInvstGrp/EOYAmt045119
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt017596
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020636
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt038232
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013404
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt084017
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt097421
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt024416
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15372
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CAPITAL LEASE LIABILITY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt031000
IRS990ScheduleD/TotalLiabilityAmt029788
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0229321
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt06930
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt026072
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANNE O'BRIEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0262323
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FINAL CFA EXAM PROGRAM EXAM PREPARATION CLASSES ENDED MAY 2020. THEY WILL NOT BE OFFERED IN THE FUTURE. STARTING IN MARCH 2020, DUE TO THE COVID-19 PANDEMIC, WE OFFERED ALL PROGRAMMING ONLINE AND NOT IN-PERSON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERS OF THE SOCIETY AT THE ANNUAL MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4INTERESTED PERSONS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS BEFORE ENTERING INTO THE TRANSACTION, OR IMMEDIATELY UPON LEARNING OF THE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS REVIEWS THE CEO/EXECUTIVE DIRECTORS' SALARIES ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS ARE PROVIDED UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01245181
IRS990/TotalAssetsEOYAmt01105643
IRS990/TotalAssetsGrp/BOYAmt01245181
IRS990/TotalAssetsGrp/EOYAmt01105643
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt01112984
IRS990/TotalGrossUBIAmt075000
IRS990/TotalLiabilitiesBOYAmt0392232
IRS990/TotalLiabilitiesEOYAmt0145881
IRS990/TotalLiabilitiesGrp/BOYAmt0392232
IRS990/TotalLiabilitiesGrp/EOYAmt0145881
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0852949
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0959762
IRS990/TotalOtherCompensationAmt033002
IRS990/TotalProgramServiceRevenueAmt01112730
IRS990/TotalReportableCompFromOrgAmt0229321
IRS990/TotalRevenueGrp/ExclusionAmt021831
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01112730
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01209561
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt075000
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01245181
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01105643
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt012149
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0235 MONTGOMERY STREET NO 725
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094104

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,105,643
Liabilities
$145,881
Net assets
$959,762
Revenue
$1,209,561
Expenses
$1,112,984
Net income
$96,577
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
2020Detailed filing. Detailed filing data is available for this year.$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