Nonprofit · EIN 85-0498939
SF NEW DEAL
Tax-exempt · SAN FRANCISCO, CA 94105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $10,162,219 | $9,232,472 | $929,747 | $7,670,092 | $231,457 | $7,438,635 |
| December 31, 2023 | 990 (amended) | $9,662,132 | $10,137,818 | -$475,686 | $6,748,731 | $239,843 | $6,508,888 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $9,952,253
- of which government grants
- $7,858,524
- Program service revenue
- -$5,409
- Investment income
- $208,014
- Other revenue
- $7,361
Expenses
- Grants and similar amounts paid
- $5,467,214
- Compensation of officers, directors and key employees
- $647,941
- Other salaries and wages
- $1,841,877
- Salaries, compensation and benefits (total)
- $2,907,009
- Professional fundraising fees
- $0
- Travel
- $14,436
- Program services (functional)
- $8,108,069
- Management and general (functional)
- $766,217
- Fundraising (functional)
- $358,186
Balance sheet and other
- Total assets, start of year
- $6,748,731
- Total assets, end of year
- $7,670,092
- Total liabilities, end of year
- $231,457
- Net assets, end of year
- $7,438,635
- Net assets without donor restrictions
- $6,663,635
- Net assets with donor restrictions
- $775,000
- Gross receipts
- $10,162,219
- Employees
- 29
- Year formed
- 2020
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Simon Bertrang | Executive Dir. Officer | 40 | $178,823 | $23,458 |
| Jenais Zarlin | Chief Impact Off. | 40 | $171,556 | $14,995 |
| Jacob Bindman | Chief Program Off. | 40 | $168,122 | $12,987 |
| Lenore Estrada | President Trustee or director, Officer | 2 | $0 | $0 |
| Jonathan Bass | Treasurer Trustee or director, Officer | 0.5 | $0 | $0 |
| Paul Burns | Secretary Trustee or director, Officer | 0.5 | $0 | $0 |
| Maggie Chao | Director Trustee or director | 0.5 | $0 | $0 |
| Katherine Lee | Director Trustee or director | 0.5 | $0 | $0 |
| Jenny Wong | Director Trustee or director | 0.5 | $0 | $0 |
| Sujata Srivastava | Director Trustee or director | 0.5 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Simon Bertrang | Executive Dir. Officer | 40 | $167,682 | $45,113 |
| Jenais Zarlin | Chief Impact Off. | 40 | $167,634 | $26,340 |
| Jacob Bindman | Chief Program Off. | 40 | $161,228 | $32,189 |
| Lenore Estrada | Chairman Trustee or director, Officer | 2 | $0 | $0 |
| Maggie Chao | Director Trustee or director | 0.5 | $0 | $0 |
| Katherine Lee | Director Trustee or director | 0.5 | $0 | $0 |
| Paul Burns | Secretary Trustee or director, Officer | 0.5 | $0 | $0 |
| Jonathan Bass | Treasurer Trustee or director, Officer | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 654 MISSION ST, SAN FRANCISCO, CA 94105-4015
- Signed the 990
- Simon Bertrang, Executive Director
- Phone
- (415) 480-1185
- Website
- www.sfnewdeal.org
- Return prepared by
- OConnor & Company
California records
California keeps its own records of charities and corporations. Search them by EIN 85-0498939 or by the name SF NEW DEAL.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
SF New Deal (the Organization) is a California nonprofit organization operating in the city and county of San Francisco. The mission of the organization is to strengthen neighborhoods by making it easier for under-resourced small business owners to succeed.
Program accomplishments
- SF New Deal (the Organization) is a California non-profit corporation tax-exempt under section 501(c)(3) of the Internal Revenue Code. The Organization was founded in March 2020 and is based in and operates throughout San Francisco, strengthening neighborhoods by making it easier for under-resourced small business owners to succeed. SF New Deal creates responsive programs providing funding and hands-on support to meet both the urgent and long-term needs of San Franciscos small businesses, always shaped by the culture and character of each unique neighborhood. Programs and services are free to access and accessible in person, over the phone, or by email in many languages. They advance two impact priorities: Supporting Small Business Success and Increasing Neighborhood Vibrancy.SF New Deal advances two impact priorities supporting small business success and increasing neighborhood vibrancy by focusing on the following activities:Downtown Revitalization: Creating a holistic and sustainable model for Downtown revitalization making it a vibrant and thriving community once again.Cityside Critical Response: Staying proactive and ready to respond when urgent needs arise for small businesses in any neighborhood. And because we work closely with diverse communities, our support is culturally informed, always mindful, and respectful of each communitys needs.Innovation and Advocacy: Piloting innovative solutions that respond to the unique needs of different neighborhoods and advocating for smart, effective policy reforms.The success and impact of SF New Deals work relies on trusted relationships with small businesses, the city, major corporations, and communities who share a vision for a vibrant San Francisco with diverse and thriving small businesses.Over the life of SF New Deal, it has disbursed over $50.3 million to 1,686 local businesses citywide in all eleven districts of San Francisco.Expenses $8,108,069 · grants $5,467,214
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 85-0498939
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $7,670,092
- Income (IRS master file)
- $10,162,219
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $10,162,219 | $9,232,472 | $7,670,092 | XML |
| 990 | December 2023 | $9,662,132 | $10,137,818 | $6,748,731 | XML |
| 990 | December 2022 | $1,202,730 | $1,892,299 | $7,285,835 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-0498939).
Questions about SF NEW DEAL
- What is the EIN of SF NEW DEAL?
- The employer identification number (EIN) of SF NEW DEAL is 85-0498939.
- Is SF NEW DEAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to SF NEW DEAL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SF NEW DEAL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SF NEW DEAL due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SF NEW DEAL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of SF NEW DEAL?
- The 990 for the year ended December 31, 2024 lists 10 people; 3 received compensation from the organization, the highest $178,823 (Simon Bertrang, Executive Dir.).
- How much revenue does SF NEW DEAL have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $10,162,219, expenses of $9,232,472 and total assets of $7,670,092 at year end.
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