Civic Intelligence

Unknown Organization

990 • Fiscal year 2012 • EIN 94-6121845

Jul 01, 2011 to Jun 30, 2012 • Filed on May 13, 2013

Organization ProfileN/A
225 Bush Street Suite 50094104
Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

59th percentile

3.5%

Faster asset growth than 59% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,277,398

Up $43,559 (+3.5%) from 2011

Net Assets

Up

$1,273,673

Up $42,841 (+3.5%) from 2011

Liabilities

Up

$3,725

Up $718 (+24%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$65,708

Down $582 (-0.9%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,233,839Liabilities 2011: $3,007Net Assets 2011: $1,230,8322011Assets 2012: $1,277,398Liabilities 2012: $3,725Net Assets 2012: $1,273,6732012Assets 2013: $82,350Liabilities 2013: $2,056Net Assets 2013: $80,2942013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2012

Assets$1,277,398
Liabilities$3,725
Net Assets$1,273,673
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $104,173Expenses 2011: $66,290Net Income 2011: $37,8832011Expenses 2012: $65,7082012Revenue 2013: $81,920Expenses 2013: $1,275,299Net Income 2013: -$1,193,3792013Revenue 2014: $0Expenses 2014: $80,294Net Income 2014: -$80,2942014

Highlighted filing

2012

Revenue-
Expenses$65,708
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 13, 2013
Return Version
2011v1.5
Gross Receipts
$128,583
Mission and Program Overview

Mission

To support the activities and purposes of the san francisco foundation.

Filing and Contact Details

Filer

EIN
94-6121845
Raw XML AppendixShowing 400 of 552 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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IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10THE SAN FRANCISCO FOUNDATION
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND HAS BEEN CLASSIFIED AS AN ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTIONS 509(A)(1) AND 170(B)(I)(A)(VI) OF THE CODE. IN ADDITION, THE FOUNDATION COULD BE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, IF ANY, GENERATED BY ITS INVESTMENTS. THE FOUNDATION FOLLOWS THE GUIDANCE OF FASB ASC TOPIC 740 - ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. AS OF JUNE 30, 2012, MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE INTERNAL REVENUE SERVICE FOR TAX YEARS ENDING JUNE 30, 2008 AND BEFORE. SIMILARLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE CALIFORNIA FRANCHISE TAX BOARD FOR TAX YEARS ENDING JUNE 30, 2007 AND BEFORE.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1BOOK/TAX DIFFERENCE ON DEPRECIATION 211.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2RENTAL EXPENSES -17,564. RECLASS OF TAX REFUND 1,789.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3RENTAL EXPENSES 17,564. RECLASS OF TAX REFUND -1,789.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation4BOOK/TAX DIFFERENCE ON DEPRECIATION 211.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1PART XI, LINE 8 - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier3PART XIII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier4PART XIII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART X:
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE ROSE T.Y. CHEN CHARITABLE FOUNDATION MEETS ANNUALLY TO DETERMINE WHICH GRANTS TO MAKE. THE GRANTS ARE REVIEWED BY THE SAN FRANCISCO FOUNDATION (TSFF) GRANTS DEPARTMENT FOR CURRENT STATUS OF THE GRANTEE AS A 501(C)(3) PUBLIC CHARITY. THE DATA IS MAINTAINED IN THE TSFF GRANTS DATABASE. GRANTEES ARE REQUIRED TO COMPLY WITH ANY GRANT RESTRICTIONS.
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation1ADDITIONAL CASH GRANTS MADE TO OTHER SECTION 501(C)(3) ORGANIZATIONS DURING THE YEAR THAT FALL BELOW THE REPORTING REQUIREMENT FOR PART II: AMERICAN RED CROSS, BAY AREA CHAPTER AMOUNT: $2,000 PURPOSE: FOR GENERAL SUPPORT ANGEL ISLAND IMMIGRATION STATION FOUNDATION AMOUNT: $1,000 PURPOSE: FOR GENERAL SUPPORT APA FAMILY SUPPORT SERVICES AMOUNT: $1,000 PURPOSE: FOR GENERAL SUPPORT ASIAN NEIGHBORHOOD DESIGN AMOUNT: $1,000 PURPOSE: FOR THE COMMUNITY PLANNING PROGRAM ASIAN WOMEN'S RESOURCE CENTER - GUM MOON WOMEN'S RESIDENCE AMOUNT: $1,000 PURPOSE: FOR GENERAL SUPPORT ASIAN WOMEN'S SHELTER AMOUNT: $1,000 PURPOSE: FOR GENERAL SUPPORT CHINATOWN COMMUNITY DEVELOPMENT CENTER AMOUNT: $1,000 PURPOSE: FOR GENERAL SUPPORT CHINATOWN YMCA AMOUNT: $1,000 PURPOSE: FOR GENERAL SUPPORT CHINATOWN YOUTH CENTER AMOUNT: $1,000 PURPOSE: FOR GENERAL SUPPORT CHINESE FOR AFFIRMATIVE ACTION AMOUNT: $1,000 PURPOSE: FOR GENERAL SUPPORT CHINESE HISTORICAL SOCIETY OF AMERICA AMOUNT: $1,000 PURPOSE: FOR GENERAL SUPPORT CHINESE HOSPITAL AMOUNT: $1,000 PURPOSE: FOR GENERAL SUPPORT CHINESE NEWCOMERS SERVICE CENTER AMOUNT: $1,000 PURPOSE: FOR GENERAL SUPPORT COVENANT PRESBYTERIAN CHURCH AMOUNT: $2,000 PURPOSE: FOR GENERAL SUPPORT FRIENDS OF THE SAN FRANCISCO PUBLIC LIBRARY AMOUNT: $1,000 PURPOSE: FOR GENERAL SUPPORT OF THE CHINATOWN BRANCH LIBRARY INTERNATIONAL MYELOMA FOUNDATION AMOUNT: $1,000 PURPOSE: FOR GENERAL SUPPORT OF THE NORTHERN CALIFORNIA CHAPTER MIDDLEBRIDGE SCHOOL AMOUNT: $2,000 PURPOSE: FOR GENERAL SUPPORT SAN FRANCISCO FOOD BANK AMOUNT: $5,000 PURPOSE: FOR GENERAL SUPPORT SAN FRANCISCO UNIFIED SCHOOL DISTRICT AMOUNT: $1,000 PURPOSE: FOR THE CHINESE EDUCATION CENTER, SCHOOL CODE 476 STERNE SCHOOL AMOUNT: $2,000 PURPOSE: FOR GENERAL SUPPORT WU YEE CHILDREN'S SERVICES AMOUNT: $2,000 PURPOSE: FOR GENERAL SUPPORT YWCA OF SAN FRANCISCO & MARIN AMOUNT: $2,000 PURPOSE: FOR THE SUPPORT OF THE CHINATOWN YOUTH PROGRAM CLINICAL TRIAL SELECT, INC. AMOUNT: $2,000 PURPOSE: FOR GENERAL SUPPORT
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10817 HARRISON STREET
IRS990ScheduleI/RecipientTable/AddressUS/City0OAKLAND
IRS990ScheduleI/RecipientTable/AddressUS/State0CA
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode094607
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IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0FUNDING A SCHOLARSHIP IN HONOR OF LESTER CHEN.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10CHINESE AMERICAN PHYSICIANS' SOCIETY
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IRS990ScheduleO/GeneralExplanation/Explanation0ROSE T.Y. CHEN CHARITABLE FOUNDATION IS RELATED TO THE SAN FRANCISCO FOUNDATION (TSFF) AND ALL OTHER SUPPORTING ORGANIZATIONS OF TSFF AND TO THE CALIFORNIA GRANT FAMILY LIMITED PARTNERSHIP. MONICA PRESSLEY AND JADE NELSON ARE EMPLOYEES OF TSFF. MONICA PRESSLEY IS ALSO AN OFFICER OF TSFF. TATWINA LEE IS A TRUSTEE OF TSFF. WALTER CHEN, JANET LEE CHEN AND MAUREEN CHEN ARE RELATED FAMILY MEMBERS.
IRS990ScheduleO/GeneralExplanation/Explanation1FOUR BOARD MEMBERS ARE APPOINTED BY THE SAN FRANCISCO FOUNDATION, AND THREE BOARD MEMBERS ARE APPOINTED BY THE CHEN FAMILY.
IRS990ScheduleO/GeneralExplanation/Explanation2THE PUBLIC ACCOUNTING FIRM HIRED TO PREPARE THE FORM 990 FORWARDED THE RETURN TO THE CONTROLLER OF THE SAN FRANCISCO FOUNDATION. THE CONTROLLER REVIEWED AND CONFIRMED ALL AMOUNTS WITH THE BOOKS AND RECORDS OF THE FOUNDATION. THE CONTROLLER REVIEWED IN PERSON WITH THE TREASURER. THE TREASURER REVIEWED AND SIGNED THE RETURN. THE TREASURER PRESENTED THE RETURN TO THE BOARD OF TRUSTEES AFTER SUBMITTAL AND ADDRESSED ANY QUESTIONS FROM THE BOARD.
IRS990ScheduleO/GeneralExplanation/Explanation3DISCLOSURES ARE MADE WHEN RECOMMENDING OR APPROVING GRANTS. MEMBERS WITH CONFLICTS ABSTAIN FROM DECISION-TAKING ACTIONS.
IRS990ScheduleO/GeneralExplanation/Explanation4REGARDING COMPENSATION PAID BY THE SAN FRANCISCO FOUNDATION (NO COMPENSATION IS PAID BY THE ROSE T.Y. CHEN CHARITABLE FOUNDATION): COMPENSATION AND BENEFITS FOR ALL STAFF, WITH THE EXCEPTION OF THE CEO, ARE DETERMINED AS PART OF TSFF'S ANNUAL BUDGETING AND MERIT REVIEW PROCESS. USING COMPETITIVE MARKET DATA, THE MANAGEMENT TEAM RECOMMENDS BENEFIT CHANGES AND A MERIT BUDGET TO THE HR COMMITTEE OF THE BOARD. THE HR COMMITTEE BRINGS FINAL RECOMMENDATIONS TO THE FULL BOARD FOR APPROVAL. COMPENSATION AND BENEFITS FOR THE CEO ARE DETERMINED USING SURVEY DATA AND/OR THE SERVICES OF A COMPENSATION CONSULTANT. COMPETITIVE MARKET DATA IS PROVIDED TO THE BOARD OF TRUSTEES, WHO MAKE THE FINAL DECISION ON CEO COMPENSATION AND BENEFITS.
IRS990ScheduleO/GeneralExplanation/Explanation5THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation6NAME HOURS ------------------------------ MONICA PRESSLEY 42 JADE NELSON 35
IRS990ScheduleO/GeneralExplanation/Explanation7NET UNREALIZED GAINS ON INVESTMENTS: 1,071. BOOK/TAX DIFFERENCE ON DEPRECIATION 211. TOTAL TO FORM 990, PART XI, LINE 5: 1,282.
IRS990ScheduleO/GeneralExplanation/Explanation8FORM 990, PART XII, LINE 2D: BECAUSE THE ROSE T.Y. CHEN CHARITABLE FOUNDATION IS INCLUDED IN A CONSOLIDATED AUDIT WITH TSFF, THE FOUNDATION UTILIZES THE TSFF AUDIT AS ITS OWN. THE AUDIT COMMITTEE OF TSFF HAS OVERSIGHT OF THE CONSOLIDATED AUDIT, WHICH INCLUDES THE ROSE T.Y. CHEN CHARITABLE FOUNDATION.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5HOURS DEVOTED TO RELATED ORGANIZATIONS PER WEEK
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART XI, LINE 5:
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10225 BUSH ST 500
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11225 BUSH ST 500
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12225 BUSH ST 500
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine13225 BUSH ST 500
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine14225 BUSH ST 500
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine15225 BUSH ST 500
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine16225 BUSH ST 500
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0SAN FRANCISCO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1SAN FRANCISCO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City2SAN FRANCISCO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City3SAN FRANCISCO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City4SAN FRANCISCO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City5SAN FRANCISCO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City6SAN FRANCISCO
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IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State2CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State3CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State4CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State5CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State6CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode094104
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode194104
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode294104
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode394104
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode494104
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode594104
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode694104
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
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IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg20
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IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg40
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg50
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg60
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10THE SAN FRANCISCO FOUNDATION
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine11THE SAN FRANCISCO FOUNDATION
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine12THE SAN FRANCISCO FOUNDATION
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine13THE SAN FRANCISCO FOUNDATION
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine14THE SAN FRANCISCO FOUNDATION
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine15THE SAN FRANCISCO FOUNDATION
IRS990ScheduleR/Form990ScheduleRPartII/EIN0010679337
IRS990ScheduleR/Form990ScheduleRPartII/EIN1943314820
IRS990ScheduleR/Form990ScheduleRPartII/EIN2810564387
IRS990ScheduleR/Form990ScheduleRPartII/EIN3311698776
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IRS990ScheduleR/Form990ScheduleRPartII/EIN5943395328
IRS990ScheduleR/Form990ScheduleRPartII/EIN6810564400
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection1501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection2501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection3501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection4501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection5501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection6501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState1CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState2CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState3CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState4CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState5CA

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,277,398
Liabilities
$3,725
Net assets
$1,273,673
Revenue
-
Expenses
$65,708
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.08$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.08$1.28$1.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.27$0.07
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$1.23$0.10$0.07$0.04