Civic Intelligence

Alice M R Griffin Fund

990 • Fiscal year 2018 • EIN 94-6080967

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileN/A
44 Montgomery StreetSan Francisco, CA 94104

(415) 776-4580

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.02x

Higher debt load relative to revenue than 27% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

36th percentile

-2.1%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

345%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$1,083,510

Down $23,765 (-2.1%) from 2017

Net Assets

Down

$1,080,190

Down $23,860 (-2.2%) from 2017

Liabilities

Up

$3,320

Up $95 (+2.9%) from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin96th percentile

Revenue

Up

$157,614

Up $122,213 (+345%) from 2017

Expenses

Up

$39,957

Up $894 (+2.3%) from 2017

Net Income

Up

$117,657

Up $121,319 (+3313%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $559,693Liabilities 2011: $0Net Assets 2011: $559,6932011Assets 2012: $566,212Liabilities 2012: $0Net Assets 2012: $566,2122012Assets 2013: $922,705Liabilities 2013: $0Net Assets 2013: $922,7052013Assets 2014: $974,508Liabilities 2014: $0Net Assets 2014: $974,5082014Assets 2015: $952,338Liabilities 2015: $0Net Assets 2015: $952,3382015Assets 2016: $1,000,645Liabilities 2016: $0Net Assets 2016: $1,000,6452016Assets 2017: $1,107,275Liabilities 2017: $3,225Net Assets 2017: $1,104,0502017Assets 2018: $1,083,510Liabilities 2018: $3,320Net Assets 2018: $1,080,1902018Assets 2019: $1,279,895Liabilities 2019: $0Net Assets 2019: $1,279,8952019Assets 2020: $1,347,460Liabilities 2020: $0Net Assets 2020: $1,347,4602020Assets 2021: $1,565,497Liabilities 2021: $0Net Assets 2021: $1,565,4972021Assets 2022: $1,342,851Liabilities 2022: $0Net Assets 2022: $1,342,8512022Assets 2023: $1,416,768Liabilities 2023: $0Net Assets 2023: $1,416,7682023Assets 2024: $1,560,094Liabilities 2024: $0Net Assets 2024: $1,560,0942024

Highlighted filing

2018

Assets$1,083,510
Liabilities$3,320
Net Assets$1,080,190
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $38,190Expenses 2011: $28,413Net Income 2011: $9,7772011Revenue 2012: $45,089Expenses 2012: $38,570Net Income 2012: $6,5192012Revenue 2013: $36,520Expenses 2013: $36,349Net Income 2013: $1712013Revenue 2014: $42,225Expenses 2014: $32,499Net Income 2014: $9,7262014Revenue 2015: $79,584Expenses 2015: $36,154Net Income 2015: $43,4302015Revenue 2016: $49,854Expenses 2016: $37,175Net Income 2016: $12,6792016Revenue 2017: $35,401Expenses 2017: $39,063Net Income 2017: -$3,6622017Revenue 2018: $157,614Expenses 2018: $39,957Net Income 2018: $117,6572018Revenue 2019: $116,267Expenses 2019: $52,886Net Income 2019: $63,3812019Revenue 2020: $34,247Expenses 2020: $60,953Net Income 2020: -$26,7062020Revenue 2021: $67,319Expenses 2021: $61,453Net Income 2021: $5,8662021Revenue 2022: $117,836Expenses 2022: $59,971Net Income 2022: $57,8652022Revenue 2023: $125,774Expenses 2023: $64,073Net Income 2023: $61,7012023Revenue 2024: $107,990Expenses 2024: $70,806Net Income 2024: $37,1842024

Highlighted filing

2018

Revenue$157,614
Expenses$39,957
Net Income$117,657
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$381,630
Mission and Program Overview

Mission

Supporting the First Unitarian Universalist Society of San Francisco.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,065,410$998,184▼ $67,226
Savings and Temporary Cash Investments$41,865$85,326▲ $43,461
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,107,275$1,083,510▼ $23,765
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$3,225$3,320▲ $95
Total Liabilities$3,225$3,320▲ $95
Net Assets / Fund Balance
Unrestricted Net Assets$1,104,050$1,080,190▼ $23,860
Total Net Assets Fund Balance$1,104,050$1,080,190▼ $23,860
Total Liabilities and Net Assets / Fund Balance$1,107,275$1,083,510▼ $23,765
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Linda EngerPresident
Galen WorkmanVice President
David JonesTrustee
Howard OringerTrustee
Kathleen QuennevilleTrustee
Lucy SmithTrustee
Reverend Vanessa Rush SouthernTrustee
Shirley GibsonSecretary
Matthew AndersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$157,614
Other Revenue
$0
Change in Net Assets
$117,657
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$29,328
Other Expenses$10,629
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$29,328--$29,328
Fees for Service Investment Mgmnt Fees-$6,893-$6,893
Fees for Services Accounting-$3,645-$3,645
Other Expenses-$13-$13
Total Functional Expenses$29,328$10,629$0$39,957
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First UU Society of SFSan Francisco, CA-General Support$29,328
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Line 11B: Form 990 Review Process

“The return will be reviewed by the Finance Committee prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Returns are available through online access as mandated by California State governing law. The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Its funding guidelines are likewise available upon request.”

Filing and Contact Details

Filer

Filer Name
Alice M R Griffin Fund
EIN
94-6080967
Phone
4157764580
Address
44 Montgomery Street, San Francisco, CA 94104

Signing Officer

Name
Matthew Anderson
Title
Trustee
Signed
2019-11-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Linda Enger
Formed
1963
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
0

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt041865
IRS990/SavingsAndTempCashInvstGrp/EOYAmt085326
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Alice M.R. Griffin Fund distributed $29,328 in grants during the 2018 tax year, solely to First Unitarian Universalist Society of San Francisco, the supported organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Alice M.R. Griffin Fund distributed $29,328 in grants during the 2018 tax year, solely to First Unitarian Universalist Society of San Francisco, funds that the supported organization would have had to raise but for the organization's involvement.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section E, Line 2b: Reasons For The Organization's Position
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0941186221
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt029328
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0First UU Society of SF
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt029328
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt029328
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0First UU Society of SF
IRS990ScheduleI/RecipientTable/RecipientEIN0941186221
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01187 Franklin Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Francisco
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094109
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Cash
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Systematic-Review to ensure all income is disbursed to the church.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The return will be reviewed by the Finance Committee prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Returns are available through online access as mandated by California State governing law. The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Its funding guidelines are likewise available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The William and Alice Hinckley Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0946080975
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Fostering Religion, Learing & Charity
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Private Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt044 Montgomery Street Suite 1305
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0San Francisco
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094109
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01107275
IRS990/TotalAssetsEOYAmt01083510
IRS990/TotalAssetsGrp/BOYAmt01107275
IRS990/TotalAssetsGrp/EOYAmt01083510
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010629
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029328

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
$1,083,510
Liabilities
$3,320
Net assets
$1,080,190
Revenue
$157,614
Expenses
$39,957
Net income
$117,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.00$1.56$0.11$0.07$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.13$0.06$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.12$0.06$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.07$0.06$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.03$0.06$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.12$0.05$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.16$0.04$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.10$0.04$0.04$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.05$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.08$0.04$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.04$0.03$0.01
2013Summary only. Only limited summary data is available for this year.$0.92$0.00$0.92$0.04$0.04$0.00
2012Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$0.05$0.04$0.01
2011Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.04$0.03$0.01