Civic Intelligence

San Francisco Culinary Bartenders & Service Employees Legal Services Fund

990 • Fiscal year 2023 • EIN 94-6625180

Apr 01, 2022 to Mar 31, 2023 • Filed on Feb 07, 2024

Organization ProfileN/A

View Organization Page

7180 Koll Center Pkwy Ste 200Pleasanton, CA 94566

(925) 398-7060

Siviq Scores

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

Liabilities / Assets

68th percentile

0.10x

Higher debt load relative to assets than 68% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

0.34x

Higher debt load relative to revenue than 84% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

97%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$6,922,597

Up $731,845 (+12%) from 2022

Net Assets

Up

$6,243,886

Up $678,442 (+12%) from 2022

Liabilities

Up

$678,711

Up $53,403 (+8.5%) from 2022

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin90th percentile

Revenue

Up

$1,968,513

Up $969,470 (+97%) from 2022

Expenses

Up

$1,106,802

Up $740 (+0.1%) from 2022

Net Income

Up

$861,711

Up $968,730 (+905%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$10M$5.0M$0Assets 2011: $393,455Liabilities 2011: $291,757Net Assets 2011: $101,6982011Assets 2012: $1,360,524Liabilities 2012: $321,646Net Assets 2012: $1,038,8782012Assets 2013: $2,327,215Liabilities 2013: $252,263Net Assets 2013: $2,074,9522013Assets 2014: $3,595,367Liabilities 2014: $221,662Net Assets 2014: $3,373,7052014Assets 2015: $4,551,481Liabilities 2015: $285,348Net Assets 2015: $4,266,1332015Assets 2016: $5,216,289Liabilities 2016: $317,989Net Assets 2016: $4,898,3002016Assets 2017: $5,800,903Liabilities 2017: $424,320Net Assets 2017: $5,376,5832017Assets 2018: $6,517,698Liabilities 2018: $352,718Net Assets 2018: $6,164,9802018Assets 2019: $7,079,200Liabilities 2019: $335,250Net Assets 2019: $6,743,9502019Assets 2020: $7,390,627Liabilities 2020: $446,821Net Assets 2020: $6,943,8062020Assets 2021: $6,424,821Liabilities 2021: $509,982Net Assets 2021: $5,914,8392021Assets 2022: $6,190,752Liabilities 2022: $625,308Net Assets 2022: $5,565,4442022Assets 2023: $6,922,597Liabilities 2023: $678,711Net Assets 2023: $6,243,8862023Assets 2024: $7,742,398Liabilities 2024: $899,885Net Assets 2024: $6,842,5132024Assets 2025: $8,377,426Liabilities 2025: $785,941Net Assets 2025: $7,591,4852025

Highlighted filing

2023

Assets$6,922,597
Liabilities$678,711
Net Assets$6,243,886
Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $1,250,777Expenses 2011: $1,411,002Net Income 2011: -$160,2252011Revenue 2012: $2,213,215Expenses 2012: $1,276,035Net Income 2012: $937,1802012Revenue 2013: $2,107,349Expenses 2013: $1,071,275Net Income 2013: $1,036,0742013Revenue 2014: $2,437,272Expenses 2014: $1,138,519Net Income 2014: $1,298,7532014Revenue 2015: $2,349,243Expenses 2015: $1,395,724Net Income 2015: $953,5192015Revenue 2016: $2,342,479Expenses 2016: $1,635,498Net Income 2016: $706,9812016Revenue 2017: $2,273,659Expenses 2017: $1,786,453Net Income 2017: $487,2062017Revenue 2018: $2,284,428Expenses 2018: $1,474,483Net Income 2018: $809,9452018Revenue 2019: $2,359,241Expenses 2019: $1,763,033Net Income 2019: $596,2082019Revenue 2020: $2,266,607Expenses 2020: $2,053,822Net Income 2020: $212,7852020Revenue 2021: $356,450Expenses 2021: $1,600,340Net Income 2021: -$1,243,8902021Revenue 2022: $999,043Expenses 2022: $1,106,062Net Income 2022: -$107,0192022Revenue 2023: $1,968,513Expenses 2023: $1,106,802Net Income 2023: $861,7112023Revenue 2024: $1,761,320Expenses 2024: $1,691,426Net Income 2024: $69,8942024Revenue 2025: $2,210,885Expenses 2025: $1,541,972Net Income 2025: $668,9132025

Highlighted filing

2023

Revenue$1,968,513
Expenses$1,106,802
Net Income$861,711
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Feb 7, 2024
Return Version
2022v5.0
Gross Receipts
$2,608,515
Mission and Program Overview

Mission

To provide group legal services benefit to eligible employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,565,444$6,243,886▲ $678,442
Investments in Publicly Traded Securities$5,302,322$6,040,220▲ $737,898
Prepaid Expenses and Deferred Charges$352,853$391,089▲ $38,236
Cash and Non-Interest-Bearing Accounts$266,130$325,413▲ $59,283
Accounts Receivable$124,216$145,901▲ $21,685
Savings and Temporary Cash Investments$137,078$0▼ $137,078
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$6,190,752$6,922,597▲ $731,845
Other Assets Total$8,153$19,974▲ $11,821
Liabilities
Other Liabilities$617,615$600,108▼ $17,507
Accounts Payable and Accrued Expenses$7,693$78,603▲ $70,910
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$625,308$678,711▲ $53,403
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,565,444$6,243,886▲ $678,442
Total Liabilities and Net Assets / Fund Balance$6,190,752$6,922,597▲ $731,845
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Michael CaseyChairman
Anand SinghTrustee
Dean LehrTrustee
Ian LewisTrustee
Kim WirshingTrustee
Robert BergerTrustee
Russell MelarganiTrustee
Douglas CornfordSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Exemplar Legal Benefit Admin ServProfessional Service1255 TREAT BLVD STE 300, Walnut Creek, CA 94597$981,301
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,811,152
Investment Income
$157,361
Other Revenue
$0
Change in Net Assets
$861,711

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,966,030
Revenue Not Reported on Financial Statements
$2,483
Revenue Not Reported on Form 990
$-183,269
Total Revenue per Audited Statements
$1,782,761
Total Revenue per Form 990
$1,968,513
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$390,822
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$715,980
Fees for Services Management---$320,653
Fees for Services Other---$22,650
Fees for Services Accounting---$20,035
Fees for Services Legal---$9,248
Insurance---$2,674
Fees for Service Investment Mgmnt Fees---$2,483
Other Expenses---$389
Total Functional Expenses$0$0$0$1,106,802

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,120,319
Total Expenses per Audited Statements$1,120,319
Total Expenses per Form 990$1,106,802
Expenses Not Reported on Financial Statements$-13,517
Other Expense Adjustments$-16,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Legal Benefits Payable$597,000
Due to Other Funds$3,108
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 3:

“The organization delegates control of management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to the contract administrator.”

FORM 990, PART VI, SECTION A, LINE 8B:

“The organization does not have any committees with the authority to act on behalf of the governing body.”

FORM 990, PART VI, SECTION B, LINE 11B:

“The chair and co-chair are provided a copy of the form 990 to review prior to signing.”

FORM 990, PART VI, SECTION C, LINE 19:

“The organization makes its governing documents and financial statements available to the public upon request.”

FORM 990, PART VII, SECTION A, COLUMNS E AND F:

“Trustees are not compensated by the plan. Compensation paid to trustees employed by other related organizations is reported on the tax forms filed with the irs by the related organizations.”

Filing and Contact Details

Filer

Filer Name
San Francisco Culinary Bartenders &
EIN
94-6625180
In Care Of
% BENESYS INC
Phone
9253987060
Address
7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA 94566

Signing Officer

Name
Michael Casey
Title
Chairman
Phone
9253987060
Signed
2024-02-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Casey
Formed
1990
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Miller Kaplan Arase Llp
Address
275 BATTERY ST STE 1800, SAN FRANCISCO, CA 94111-3346
Preparer
Mark E Flanagan
Phone
4159563600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsiblity for the oversight of the organization's financial statements and for selecting the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in net benefit obligations: ($16,000)”

Raw XML AppendixShowing 400 of 487 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/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0640002
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE GROUP LEGAL SERVICES BENEFIT TO ELIGIBLE EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt05565444
IRS990/NetAssetsOrFundBalancesEOYAmt06243886
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-183269
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt08153
IRS990/OtherAssetsTotalGrp/EOYAmt019974
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0POSTAGE & PRINTING
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2TRANSLATION SERVICES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/TotalAmt010225
IRS990/OtherExpensesGrp/TotalAmt12410
IRS990/OtherExpensesGrp/TotalAmt255
IRS990/OtherExpensesGrp/TotalAmt3389
IRS990/OtherLiabilitiesGrp/BOYAmt0617615
IRS990/OtherLiabilitiesGrp/EOYAmt0600108
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0352853
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0391089
IRS990/PrincipalOfficerNm0MICHAEL CASEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01811152
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01811152
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0737654
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt042964
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0368408
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0956079
IRS990/PYRevenuesLessExpensesAmt0-107019
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01106062
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0999043
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0861711
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05565444
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06243886
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0137078
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-13517
IRS990ScheduleD/ExpensesSubtotalAmt01120319
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt02483
IRS990ScheduleD/InvestmentExpensesNotIncldAmt02483
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-183269
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-16000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03108
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1597000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OTHER FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LEGAL BENEFITS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0-183269
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02483
IRS990ScheduleD/RevenueSubtotalAmt01966030
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN NET BENEFIT OBLIGATIONS: ($16,000)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalExpensesPerForm990Amt01106802
IRS990ScheduleD/TotalLiabilityAmt0600108
IRS990ScheduleD/TotalRevenuePerForm990Amt01968513
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01782761
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01120319
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATES CONTROL OF MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CHAIR AND CO-CHAIR ARE PROVIDED A COPY OF THE FORM 990 TO REVIEW PRIOR TO SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRUSTEES ARE NOT COMPENSATED BY THE PLAN. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE TAX FORMS FILED WITH THE IRS BY THE RELATED ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES ASSUMES RESPONSIBLITY FOR THE OVERSIGHT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A, COLUMNS E AND F:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL PAGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SF CULINARY BARTENDERS & SVC ES PENS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SF HOTEL RESTAURANT LM EDU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SF CULINARY BARTENDERS & SVC EES WLF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0946118925
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1237103043
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2941645611
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501 (C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501 (C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SEE PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SEE PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2SEE PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01182 MARKET ST STE 320
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11182 MARKET ST STE 320
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21182 MARKET ST STE 320
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SAN FRANCISCO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2SAN FRANCISCO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094102
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd194102
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd294102
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,922,597
Liabilities
$678,711
Net assets
$6,243,886
Revenue
$1,968,513
Expenses
$1,106,802
Net income
$861,711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.38$0.79$7.59$2.21$1.54$0.67
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.74$0.90$6.84$1.76$1.69$0.07
2023Detailed filing. Detailed filing data is available for this year.$6.92$0.68$6.24$1.97$1.11$0.86
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.19$0.63$5.57$1.00$1.11$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.42$0.51$5.91$0.36$1.60$1.24
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.39$0.45$6.94$2.27$2.05$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.08$0.34$6.74$2.36$1.76$0.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.52$0.35$6.16$2.28$1.47$0.81
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.80$0.42$5.38$2.27$1.79$0.49
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.22$0.32$4.90$2.34$1.64$0.71
2015Detailed filing. Detailed filing data is available for this year.$4.55$0.29$4.27$2.35$1.40$0.95
2014Summary only. Only limited summary data is available for this year.$3.60$0.22$3.37$2.44$1.14$1.30
2013Summary only. Only limited summary data is available for this year.$2.33$0.25$2.07$2.11$1.07$1.04
2012Summary only. Only limited summary data is available for this year.$1.36$0.32$1.04$2.21$1.28$0.94
2011Summary only. Only limited summary data is available for this year.$0.39$0.29$0.10$1.25$1.41$0.16