Civic Intelligence

California Society of Health-System Pharmacists Research & Education

990EZ • Fiscal year 2014 • EIN 20-5586349

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 30, 2014

Organization ProfileWWW.CSHPFOUNDATION.ORG
1314 H Street95814

(916) 447-1033

Siviq Scores

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

Liabilities / Assets

96th percentile

1.55x

Higher debt load relative to assets than 96% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

98th percentile

3.86x

Higher debt load relative to revenue than 98% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

10th percentile

-37%

Higher net margin than 10% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

33rd percentile

-6.0%

Faster asset growth than 33% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

27th percentile

-15%

Faster revenue growth than 27% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$42,889

Down $2,759 (-6.0%) from 2013

Net Assets

Down

-$23,778

Down $6,451 (-37%) from 2013

Liabilities

Up

$66,667

Up $3,692 (+5.9%) from 2013

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin10th percentile

Revenue

Down

$17,284

Down $3,057 (-15%) from 2013

Expenses

Up

$23,735

Up $2,352 (+11%) from 2013

Net Income

Down

-$6,451

Down $5,409 (-519%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$300K$200K$100K$0-$100KAssets 2011: $35,520Liabilities 2011: $48,3942011Assets 2012: $47,559Liabilities 2012: $63,844Net Assets 2012: -$16,2852012Assets 2013: $45,648Liabilities 2013: $62,975Net Assets 2013: -$17,3272013Assets 2014: $42,889Liabilities 2014: $66,667Net Assets 2014: -$23,7782014Assets 2015: $58,361Liabilities 2015: $82,411Net Assets 2015: -$24,0502015Assets 2016: $71,609Liabilities 2016: $70,046Net Assets 2016: $1,5632016Assets 2017: $85,516Liabilities 2017: $69,310Net Assets 2017: $16,2062017Assets 2018: $90,190Liabilities 2018: $956Net Assets 2018: $89,2342018Assets 2019: $96,657Liabilities 2019: $556Net Assets 2019: $96,1012019Assets 2020: $103,932Liabilities 2020: $1,613Net Assets 2020: $102,3192020Assets 2021: $126,785Liabilities 2021: $133Net Assets 2021: $126,6522021Assets 2022: $117,398Liabilities 2022: $56Net Assets 2022: $117,3422022Assets 2023: $159,223Liabilities 2023: $1,063Net Assets 2023: $158,1602023Assets 2024: $180,327Liabilities 2024: $2,004Net Assets 2024: $178,3232024Assets 2025: $228,303Liabilities 2025: $600Net Assets 2025: $227,7032025

Highlighted filing

2014

Assets$42,889
Liabilities$66,667
Net Assets-$23,778
Open 2014 Filing

Operations Trend

Revenue Growth27th percentile

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

$100K$50K$0-$50KRevenue 2011: $20,247Expenses 2011: $23,068Net Income 2011: -$2,8212011Revenue 2012: $23,080Expenses 2012: $26,491Net Income 2012: -$3,4112012Revenue 2013: $20,341Expenses 2013: $21,383Net Income 2013: -$1,0422013Revenue 2014: $17,284Expenses 2014: $23,735Net Income 2014: -$6,4512014Revenue 2015: $65,126Expenses 2015: $82,123Net Income 2015: -$16,9972015Revenue 2016: $21,133Expenses 2016: $22,255Net Income 2016: -$1,1222016Revenue 2017: $22,249Expenses 2017: $7,606Net Income 2017: $14,6432017Revenue 2018: $81,131Expenses 2018: $8,102Net Income 2018: $73,0292018Revenue 2019: $20,332Expenses 2019: $13,465Net Income 2019: $6,8672019Revenue 2020: $19,626Expenses 2020: $13,408Net Income 2020: $6,2182020Revenue 2021: $42,867Expenses 2021: $18,534Net Income 2021: $24,3332021Revenue 2022: $24,423Expenses 2022: $14,427Net Income 2022: $9,9962022Revenue 2023: $49,726Expenses 2023: $12,245Net Income 2023: $37,4812023Revenue 2024: $30,333Expenses 2024: $16,896Net Income 2024: $13,4372024Revenue 2025: $65,636Expenses 2025: $16,256Net Income 2025: $49,3802025

Highlighted filing

2014

Revenue$17,284
Expenses$23,735
Net Income-$6,451
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 30, 2014
Return Version
2013v4.0
Gross Receipts
$17,284
Mission and Program Overview

Mission

To promote public welfare, awareness, knowledge and understanding of pharmacy practice. To increase competence in, quality and availability of health-

To promote public welfare, awareness, knowledge and understanding of pharmacy practice. To increase compentence in, quality and availability of health-system pharmacists.

Program Services

DescriptionGrantsExpenses
TO PROMOTE PUBLIC WELFARE, AWARENESS, KNOWLEDGE AND UNDERSTANDING OF PHARMACY PRACTICE. TO INCREASE COMPENTENCE IN, QUALITY AND AVAILABILITY OF HEALTH-SYSTEMPHARMACISTS.$23,735-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY KORMANPresident-$0--
DAWN BENTONSecretary-$0--
JOHN CARBONEDirector-$0--
TOBY HERFINDALDirector-$0--
MARIA SERPADirector-$0--
SAM SHIMOMURADirector-$0--
Filing and Contact Details

Filer

EIN
20-5586349
Phone
9164471033

Signing Officer

Name
Dawn Benton
Title
Secretary
Signed
2014-11-30
Discuss with paid preparer
Yes

Preparer

Preparer
Paul Stroub
Phone
9168225128
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Silent auction expenses $2600”

Other Expenses.2

“AWARDS $1000”

Other Expenses.3

“WEBSITE $162”

Other Expenses.4

“TELEPHONE $151”

Other Expenses.5

“Food and Beverage $92”

Other Expenses.6

“TAXES $10”

Other Assets.1005

“Accounts Receivable - Beginning $5070 Accounts Receivable - Ending $0”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $160 Prepaid Expenses and Deferred Charges - Ending $0”

Total Liabilities.1

“DUE TO RELATED PARTY - Beginning $62975 DUE TO RELATED PARTY - Ending $66667”

Raw XML Appendix166 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum09164471033
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101314 H STREET SUITE 200
IRS990EZ/BooksInCareOfDetail/USAddress/City0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095814
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040418
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042889
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015489
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6451
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01360
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01795
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-17327
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-23778
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-17327
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-23778
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NANCY KORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAWN BENTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN CARBONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOBY HERFINDAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARIA SERPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SAM SHIMOMURA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05230
IRS990EZ/OtherExpensesTotalAmt04015
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE PUBLIC WELFARE, AWARENESS, KNOWLEDGE AND UNDERSTANDING OF PHARMACY PRACTICE. TO INCREASE COMPENTENCE IN, QUALITY AND AVAILABILITY OF HEALTH-SYSTEM PHARMACISTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE PUBLIC WELFARE, AWARENESS, KNOWLEDGE AND UNDERSTANDING OF PHARMACY PRACTICE. TO INCREASE COMPENTENCE IN, QUALITY AND AVAILABILITY OF HEALTH-SYSTEMPHARMACISTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023735
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt018360
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt062975
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt066667
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023735
IRS990EZ/TotalProgramServiceExpensesAmt023735
IRS990EZ/TotalRevenueAmt017284
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CSHPFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015489
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011601
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012446
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt069385
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01253
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01069
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01078
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01031
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04431
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0542
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0542
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93310
IRS990ScheduleA/PublicSupportPY170Pct00.95050
IRS990ScheduleA/PublicSupportTotal170Amt069385
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015489
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013344
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt011601
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012446
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016505
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt069385
IRS990ScheduleA/TotalSupportAmt074358
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SILENT AUCTION EXPENSES $2600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AWARDS $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WEBSITE $162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TELEPHONE $151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Food and Beverage $92
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TAXES $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Receivable - Beginning $5070 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Prepaid Expenses and Deferred Charges - Beginning $160 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DUE TO RELATED PARTY - Beginning $62975 DUE TO RELATED PARTY - Ending $66667
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAWN BENTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10CSHP RESEARCH & EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CSHP
ReturnHeader/Filer/EIN0205586349
ReturnHeader/Filer/PhoneNum09164471033
ReturnHeader/Filer/USAddress/AddressLine101314 H STREET
ReturnHeader/Filer/USAddress/City0SACRAMENTO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10STROUB & COMPANY CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101555 RIVER PARK DR 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095815
ReturnHeader/PreparerPersonGrp/PhoneNum09168225128
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL STROUB
ReturnHeader/ReturnTs02015-01-19T14:14:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,889
Liabilities
$66,667
Net assets
-$23,778
Revenue
$17,284
Expenses
$23,735
Net income
-$6,451
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.28$0.01$2.28$0.66$0.16$0.49
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.02$1.78$0.30$0.17$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.01$1.58$0.50$0.12$0.37
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.24$0.14$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.43$0.19$0.24
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.02$1.02$0.20$0.13$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.01$0.96$0.20$0.13$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.89$0.81$0.08$0.73
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.69$0.16$0.22$0.08$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.70$0.02$0.21$0.22$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.82$0.24$0.65$0.82$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.67$0.24$0.17$0.24$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.63$0.17$0.20$0.21$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.64$0.16$0.23$0.26$0.03
2011Summary only. Only limited summary data is available for this year.$0.36$0.48$0.20$0.23$0.03