Civic Intelligence

California Society of Health-System Pharmacists Research & Education

990EZ • Fiscal year 2017 • EIN 20-5586349

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 15, 2017

Organization ProfileWWW.CSHPFOUNDATION.ORG
1314 H Street Suite 200Sacramento, CA 95814

(916) 447-1033

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.81x

Higher debt load relative to assets than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

3.12x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

95th percentile

66%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

5.3%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$85,516

Up $13,907 (+19%) from 2016

Net Assets

Up

$16,206

Up $14,643 (+937%) from 2016

Liabilities

Down

$69,310

Down $736 (-1.1%) from 2016

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin95th percentile

Revenue

Up

$22,249

Up $1,116 (+5.3%) from 2016

Expenses

Down

$7,606

Down $14,649 (-66%) from 2016

Net Income

Up

$14,643

Up $15,765 (+1405%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2017

Assets$85,516
Liabilities$69,310
Net Assets$16,206
Open 2017 Filing

Operations Trend

Revenue Growth56th 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

2017

Revenue$22,249
Expenses$7,606
Net Income$14,643
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 15, 2017
Return Version
2016v3.0
Gross Receipts
$22,249
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-SYSTEM PHARMACISTS.-$7,606
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA SERPAPresident-$0--
LORIANN DEMARTINISecretary-$0--
CHRISTINE ANTCZAKDirector-$0--
CYNTHIA ODEGARDDirector-$0--
LISA GUNTHER-LUMDirector-$0--
JERIKA LAMDirector-$0--
ERIC T HERFINDALDirector-$0--
Filing and Contact Details

Filer

Filer Name
Cshp Research & Education
EIN
20-5586349
Phone
9164471033
Address
1314 H STREET SUITE 200, SACRAMENTO, CA 95814

Signing Officer

Name
Loriann Demartini
Title
Secretary
Phone
9164471033
Signed
2017-12-15
Discuss with paid preparer
Yes

Preparer

Firm
FECHTER & COMPANY CPA'S
Address
3445 AMERICAN RIVER DRIVE SUITE A, SACRAMENTO, CA 95864
Preparer
Craig R Fechter CPA
Phone
9163335360
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 534 awards 3,000 telephone & internet 474 website 190 filing fees 100 food & beverage 98 service charges 253 total 4,649”

Form 990-ez, Part II, Line 26

“Due to related party 70,046 69,310”

Form 990-ez, Part III

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

Raw XML Appendix151 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/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095814
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071609
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01563
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIA SERPA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ERIC T HERFINDAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04649
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/PrintingPublicationsPostageAmt031
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07606
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt070046
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07606
IRS990EZ/TotalProgramServiceExpensesAmt07606
IRS990EZ/TotalRevenueAmt022249
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CSHPFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020404
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt019936
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015489
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013344
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01347
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01845
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97010
IRS990ScheduleA/PublicSupportPY170Pct00.97010
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013344
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0119173
IRS990ScheduleA/TotalSupportAmt0122845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 534 AWARDS 3,000 TELEPHONE & INTERNET 474 WEBSITE 190 FILING FEES 100 FOOD & BEVERAGE 98 SERVICE CHARGES 253 TOTAL 4,649
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUE TO RELATED PARTY 70,046 69,310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROMOTE PUBLIC WELFARE, AWARENESS, KNOWLEDGE AND UNDERSTANDING OF PHARMACY PRACTICE. TO INCREASE COMPENTENCE IN, QUALITY AND AVAILABILITY OF HEALTH-SYSTEM PHARMACISTS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-15
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
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ReturnHeader/PreparerPersonGrp/PhoneNum09163335360
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG R FECHTER CPA
ReturnHeader/ReturnTs02018-01-11T11:09:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,516
Liabilities
$69,310
Net assets
$16,206
Revenue
$22,249
Expenses
$7,606
Net income
$14,643
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