Sf Partnership FY2021 filing

Not tax-deductible

San Francisco, CA501(c)(6)EIN 94-3135337Revenue $694K in FY2021

On file with the IRSadvancesf.org235 Montgomery St Ste 965, 94104-3016 · San Francisco, CATax-exempt since Jan 1992

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SF Partnership is an organization comprised of SF's leading employers dedicated to supporting an equitable, resilient, and vibrant economy shared by all people working and living in San Francisco. Through education, advocacy, and research, the organization is a meaningful partner in efforts to transform San Francisco into an affordable, thriving city with a good quality of life for all.

$208K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $104K a year · 13% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$208K
to officers and key staff · 28% of spending
Worth a look: pay to officers and key staff is 28% of spending; over 20%.
Pt VII · Sec A
Cash reserves
10 mo
of spending, in cash
Looks good: 9.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$91K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
28
of 28 voting members
Looks good: 28 of 28 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$694K
-34% vs prior year
Spent
$748K
To programs
0%
Net assets
$1.4M
By yearFY2020–FY2025
Revenue
$694K
FY2021▼ -34%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.1M
FY2021$694K
FY2022$652K
FY2023$734K
FY2024$830K
FY2025$941K
Expenses
$748K
FY2021▼ -41%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$748K
FY2022$883K
FY2023$940K
FY2024$865K
FY2025$829K
Net assets
$1.4M
FY2021▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.3M
FY2021$1.4M
FY2022$1.1M
FY2023$901K
FY2024$866K
FY2025$980K

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 (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1992.

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

Who runs it and what they're paid

28 people listed on the 990; $208K paid to officers and key staff.

Part VII, Section A · reportable compensation
Snr. Vice Pres.
$208,389Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Chairman
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Christopher Wright$196,020$194,149$198,849$204,507$208,389$200,718
Katharine Cutting$120,824—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Sf Partnership 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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Unites business and civic leaders to advocate for local government reform and public policies that foster a resilient, equitable economy in San Francisco.

Provided by the organization

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1 program · in their own filed words · FY2021
01

Worked to promote a public policy agenda to foster an equitable, resilient, and vibrant economy shared by all people working and living in San Francisco, engaging the full range of business, government, and community stakeholders with regular meetings, and advocated for local government efficiency and reform.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$10K
Grants paid · 5 grants · $375K · 2020–2022
Oversight Done RightCA · FY2022$10,000
Edwin Lee Asian Pac Dem ClubFY2022$10,000
Fed Up San Francisco Co Deane & CompanyFY2020$345,000
Yes on J More Funding for Sf Public Schools NowFY2020$5,000
San Francisco Women's Political CommitteeFY2020$5,000

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$694K
Ln 12
Gifts and grantsLn 1h$660K
Investment incomeLn 3$34K
Money outPt IX
$748K
Ln 25
Owns and owesPt X
$1.4M
net assets · Ln 32
Cash and savingsLn 1–2$608K
Total assetsLn 16$1.5M
LiabilitiesLn 26$91K
PeoplePt VI, VII
28
listed · VII A
PaidVII A1
Voting boardVI 1a28
IndependentVI 1b28
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$660K
Investment incomeLn 3$34K
Gains on assetsLn 7$0
Total revenueLn 12$694K
Assets in detailPt X, end of year
CashLn 1$66K
SavingsLn 2$542K
Cash and savings togetherLn 1–2$608K
InvestmentsLn 11–13$775K
Land, buildings, equipmentLn 10c$6K
Other assetsLn 15$0
Total assetsLn 16$1.5M
LiabilitiesLn 26$91K
Net assetsLn 32$1.4M
OperationsPt I, VI
EmployeesI 52
VolunteersI 630
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$1.2M$608K
InvestmentsLn 11–13$208K$775K
Land, buildings, equipmentLn 10c$5K$6K
Total assetsLn 16$1.5M$1.5M
LiabilitiesLn 26$158K$91K
Net assetsLn 32$1.3M$1.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$208K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$118K
Pension plan contributionsLn 8$39K
Other employee benefitsLn 9$68K
Payroll taxesLn 10$17K
Management feesLn 11a$0
Legal feesLn 11b$55K
Accounting feesLn 11c$8K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$6K
Other fees for servicesLn 11g$63K
Advertising and promotionLn 12$0
Office expensesLn 13$11K
Information technologyLn 14$9K
RoyaltiesLn 15$0
OccupancyLn 16$47K
TravelLn 17$189
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$657
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$5K
Other expenses (24a–d)Ln 24$93K
All other expensesLn 24e$0
Total functional expensesLn 25$748K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $941K$829K$112K$980K 990 PDF
FY2024 $830K$865K−$36K$866K 990 PDF
FY2023 $734K$940K−$207K$901K 990 PDF
FY2022 $652K$883K−$231K$1.1M 990 PDF
FY2021 Viewing $694K$748K−$54K$1.4M 990 PDF
FY2020 $1.1M$1.3M−$208K$1.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $693,718 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,000,500$660,000
I-9 Program service revenue$0
I-10 Investment incomePrior year $51,970$33,718
I-11 Other revenue$0
I-12 Total revenuePrior year $1,052,470$693,718
I-13 Grants and similar amounts paidPrior year $355,000$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $413,931$450,386
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $491,221$297,116
I-18 Total expensesPrior year $1,260,152$747,502
I-19 Revenue less expensesPrior year −$207,682−$53,784
Part VI · Governance 28 of 28 board members independent, 1 to look at
VI-1a Voting members of the governing body28
VI-1b Independent voting members28
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $693,718 across 9 lines filed
VIII-1b Membership dues$625,000
VIII-1f All other contributions, gifts and grants$35,000
VIII-1h Total contributions, gifts and grants$660,000
VIII-3 Investment incomeExcluded from tax $33,718$33,718
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueExcluded from tax $33,718$693,718
Part IX · Statement of functional expenses $747,502 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$208,389
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$118,065
IX-8 Pension plan contributions$39,000
IX-9 Other employee benefits$68,278
IX-10 Payroll taxes$16,654
IX-11a Management fees$0
IX-11b Legal fees$54,938
IX-11c Accounting fees$7,697
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$5,762
IX-11g Other fees for services$63,138
IX-12 Advertising and promotion$0
IX-13 Office expenses$11,380
IX-14 Information technology$8,654
IX-15 Royalties$0
IX-16 Occupancy$46,503
IX-17 Travel$189
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$657
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$4,928
IX-24 Other expenses (24a–d)$93,270
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$747,502
Part X · Balance sheet $1,464,807 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $41,363$65,809
X-2 Savings and temporary cash investmentsStart of year $1,194,171$542,149
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $30,000$75,000
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $1,687$1,687
X-10c Land, buildings and equipment, netStart of year $4,829$5,580
X-11 Publicly traded securitiesStart of year $208,350$774,582
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $1,480,400$1,464,807
X-17 Accounts payable and accrued expensesStart of year $87,529$40,722
X-24 Unsecured notes and loans payable$50,050
X-26 Total liabilitiesStart of year $157,529$90,772
X-27 Net assets without donor restrictionsStart of year $1,322,871$1,374,035
X-32 Total net assets or fund balancesStart of year $1,322,871$1,374,035
X-33 Total liabilities and net assetsStart of year $1,480,400$1,464,807
Part XI · Reconciliation of net assets $1,374,035 net assets at year end
XI-1 Total revenue$693,718
XI-2 Total expenses$747,502
XI-3 Revenue less expenses−$53,784
XI-4 Net assets at start of year$1,322,871
XI-5 Net unrealized gains (losses) on investments$55,715
XI-8 Prior period adjustments$49,233
XI-10 Net assets at end of year$1,374,035

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

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