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Cal-Sara FY2021 filing

San Francisco, CAUnknown exempt organization EIN 85-3892431Revenue $146K in FY2021

On file with the IRScal-sara.org1559 Sloat Blvd Unit B 183 · San Francisco, CA

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Promotes legal and regulatory compliance in sale of workers compensation and advocates for common business interests for the elimination of worker compensation fraud

$109K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Pay to officers and key staff
$109K
to officers and key staff · 64% of spending
Concern: pay to officers and key staff is 64% of spending; over 30%.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.3 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$38
0.9% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$146K
Spent
$171K
Net assets
$4K
By yearFY2021–FY2022
Revenue
$146K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$146K
FY2022$82K
Net assets
$4K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$4K
FY2022$0

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2022) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

7 people listed on the 990; $109K paid to officers and key staff.

Part VII, Section A · reportable compensation
Mark J Bertler
Executive Director
$109,231Pt VII · Sec A
Mike Dimanno
Chairman
$0Pt VII · Sec A
George Knowles
Vice-Chair
$0Pt VII · Sec A
Zack Leland
Secretary
$0Pt VII · Sec A
Charles Spinelli
At-Large Director
$0Pt VII · Sec A
Michael Lobue
Executive Director
$0Pt VII · Sec A
Joey Sanchez
Treasurer
$0Pt VII · Sec A
See Cal-Sara executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Promotes legal compliance and advocates for business interests to eliminate workers' compensation fraud.

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Provided by the organization

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1 program · in their own filed words · FY2021
01

Promotes legal and regulatory compliance in sale of workers compensation and advocates for common business interests for the elimination of worker compensation fraud

Pt IX · col B

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$146K
Ln 12
Gifts and grantsLn 1h$110K
Fees for servicesLn 2g$35K
Money outPt IX
$171K
Ln 25
Owns and owesPt X
$4K
net assets · Ln 32
Cash and savingsLn 1–2$4K
Total assetsLn 16$4K
LiabilitiesLn 26$38
PeoplePt VI, VII
7
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$110K
Fees for servicesLn 2g$35K
Total revenueLn 12$146K
Assets in detailPt X, end of year
CashLn 1$4K
Cash and savings togetherLn 1–2$4K
Total assetsLn 16$4K
LiabilitiesLn 26$38
Net assetsLn 32$4K
OperationsPt I, VI
EmployeesI 51
VolunteersI 68
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$30K$4K
Total assetsLn 16$30K$4K
LiabilitiesLn 26$0$38
Net assetsLn 32$30K$4K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$109K
Payroll taxesLn 10$9K
Management feesLn 11a$18K
Legal feesLn 11b$9K
Other fees for servicesLn 11g$600
Office expensesLn 13$785
InsuranceLn 23$9K
Other expenses (24a–d)Ln 24$15K
All other expensesLn 24e$309
Total functional expensesLn 25$171K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest $82K$0 990 PDF
FY2021 Viewing $146K$171K−$25K$4K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $145,500 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $90,000$110,500
I-9 Program service revenuePrior year $0$35,000
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $90,000$145,500
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$117,874
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $50,320$52,963
I-18 Total expensesPrior year $50,320$170,837
I-19 Revenue less expensesPrior year $39,680−$25,337
Part VI · Governance 5 of 5 board members independent, 2 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $145,500 across 5 lines filed
VIII-1b Membership dues$105,500
VIII-1f All other contributions, gifts and grants$5,000
VIII-1h Total contributions, gifts and grants$110,500
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $35,000$35,000
VIII-12 Total revenueRelated to mission $35,000 · Unrelated business $0 · Excluded from tax $0$145,500
Part IX · Statement of functional expenses $170,837 across 9 lines filed
IX-5 Pay of current officers, directors and key staff$109,231
IX-10 Payroll taxes$8,643
IX-11a Management fees$18,002
IX-11b Legal fees$9,259
IX-11g Other fees for services$600
IX-13 Office expenses$785
IX-23 Insurance$8,614
IX-24 Other expenses (24a–d)$15,394
IX-24e All other expenses$309
IX-25 Total functional expenses$170,837
Part X · Balance sheet $4,406 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $29,680$4,406
X-16 Total assetsStart of year $29,705$4,406
X-17 Accounts payable and accrued expenses$38
X-26 Total liabilitiesStart of year $0$38
X-32 Total net assets or fund balancesStart of year $29,705$4,368
X-33 Total liabilities and net assetsStart of year $29,705$4,406
Part XI · Reconciliation of net assets $4,368 net assets at year end
XI-1 Total revenue$145,500
XI-2 Total expenses$170,837
XI-3 Revenue less expenses−$25,337
XI-4 Net assets at start of year$29,705
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,368

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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