Civic Intelligence

Health Occupations Students Of

EIN 20-8367768 • 501(c)3 • Plain City, OH

Profile

EDUCATION SERVICES

10228 Hyland RunPlain City, OH 43064

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

58th percentile

8.5%

Higher net margin than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

86th percentile

$98,081

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

82nd percentile

30%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

20%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$254,372

Up $58,422 (+30%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$254,372

Up $58,422 (+30%) from 2024

Revenue

Up

$689,727

Up $112,627 (+20%) from 2024

Expenses

Up

$631,305

Up $88,404 (+16%) from 2024

Net Income

Up

$58,422

Up $24,223 (+71%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2013: $52,450Net Assets 2013: $52,4502013Assets 2014: $87,475Net Assets 2014: $87,4752014Assets 2015: $70,791Net Assets 2015: $70,7912015Assets 2016: $113,284Net Assets 2016: $113,2842016Assets 2017: $154,443Liabilities 2017: $0Net Assets 2017: $154,4432017Assets 2019: $129,987Liabilities 2019: $0Net Assets 2019: $129,9872019Assets 2020: $79,336Liabilities 2020: $0Net Assets 2020: $79,3362020Assets 2021: $96,257Liabilities 2021: $0Net Assets 2021: $96,2572021Assets 2022: $84,133Liabilities 2022: $0Net Assets 2022: $84,1332022Assets 2023: $161,751Liabilities 2023: $0Net Assets 2023: $161,7512023Assets 2024: $195,950Liabilities 2024: $0Net Assets 2024: $195,9502024Assets 2025: $254,372Liabilities 2025: $0Net Assets 2025: $254,3722025

Highlighted filing

2025

Assets$254,372
Liabilities$0
Net Assets$254,372

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2013: $67,998Expenses 2013: $65,192Net Income 2013: $2,8062013Revenue 2014: $110,280Expenses 2014: $75,255Net Income 2014: $35,0252014Revenue 2015: $101,409Expenses 2015: $118,093Net Income 2015: -$16,6842015Revenue 2016: $168,107Expenses 2016: $125,614Net Income 2016: $42,4932016Revenue 2017: $203,306Expenses 2017: $162,147Net Income 2017: $41,1592017Revenue 2019: $291,995Expenses 2019: $327,165Net Income 2019: -$35,1702019Revenue 2020: $258,777Expenses 2020: $309,428Net Income 2020: -$50,6512020Revenue 2021: $254,821Expenses 2021: $237,900Net Income 2021: $16,9212021Revenue 2022: $350,187Expenses 2022: $360,936Net Income 2022: -$10,7492022Revenue 2023: $444,459Expenses 2023: $366,841Net Income 2023: $77,6182023Revenue 2024: $577,100Expenses 2024: $542,901Net Income 2024: $34,1992024Revenue 2025: $689,727Expenses 2025: $631,305Net Income 2025: $58,4222025

Highlighted filing

2025

Revenue$689,727
Expenses$631,305
Net Income$58,422

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$6.90$6.31$0.58
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$5.77$5.43$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$4.44$3.67$0.78
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$3.50$3.61$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$2.55$2.38$0.17
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.00$0.79$2.59$3.09$0.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$2.92$3.27$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$2.03$1.62$0.41
2016Detailed filing. Detailed filing data is available for this year.$1.13$1.13$1.68$1.26$0.42
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.71$1.01$1.18$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.87$1.10$0.75$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.52$0.68$0.65$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Feb 26, 2025
Return Version
2024v5.0
Gross Receipts
$689,727
Mission and Program Overview

Mission

The mission of hosa is to empower future health professionals to become leaders in the global health community through education, collaboration, and experience.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$103,140$155,435▲ $52,295
Savings and Temporary Cash Investments$92,810$98,937▲ $6,127
Total Assets$195,950$254,372▲ $58,422
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$195,950$254,372▲ $58,422
Total Net Assets Fund Balance$195,950$254,372▲ $58,422
Total Liabilities and Net Assets / Fund Balance$195,950$254,372▲ $58,422
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim ScottExecutive DiFT$94,125$3,956$98,081
Sharon BerryTreasurer/sePT$5,320-$5,320

Board Members and Trustees

NameTitle
Malia PryorPresident
Amanda MosleyAppointee
Jennifer MillerBusiness/ind
Pam SniderCentral Rep
Korin MarshMideast Rep
Lisa TheodoreNortheast Re
Laura RettigNorthwest Re
Jacob HainOhio Dept of
Jim WilliamsSouthwest Re
Owen KnappStudent Offi
Parthav GaviniStudent Offi
Revenue and Support

Revenue Composition

Contributions and Grants
$23,916
Program Service Revenue
$655,331
Investment Income
$5,130
Other Revenue
$5,350
Change in Net Assets
$58,422
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$527,904
Salaries, Compensation, and Employee Benefits$103,401
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$285,251--$285,251
Current Officers, Directors, Trustees, and Key Employees$103,401--$103,401
Payments to Affiliates$85,110--$85,110
Travel$45,195--$45,195
Fees for Services Management$21,593--$21,593
Fees for Services Other$17,750--$17,750
Office Expenses$6,529--$6,529
Insurance$6,108--$6,108
Other Expenses$3,956--$3,956
All Other Expenses$3,434--$3,434
Occupancy$2,602--$2,602
Information Technology$2,064--$2,064
Fees for Services Accounting$1,850--$1,850
Total Functional Expenses$631,305$0$0$631,305
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The treasurer prepares the financial information for the cpa who prepares the return. The treasurer validates the return and the cpa files the federal return.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy is reviewed and signed annually by all individuals subject to it

Form 990, Page 6, Part VI, Line 15A

The board discusses and 2/3 majority vote to determine compensation for the treasurer and state advisor and consultant.

Form 990, Page 6, Part VI, Line 15B

The board discusses and 2/3 majority vote to determine compensation for the treasurer and state advisor and consultant.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Health Occupations Students of
EIN
20-8367768
Phone
6143542512
Address
10228 HYLAND RUN, PLAIN CITY, OH 43064

Signing Officer

Name
Sharon Berry
Title
Treasurer/secretary
Phone
6143542512
Signed
2025-02-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon Berry
Formed
2009
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
270

Preparer

Firm
Blankenship CPA Group Pllc
Address
101 WINNERS CIRCLE, BRENTWOOD, TN 37027-2304
Preparer
Scott a Felts CPA
Phone
6153733771
Raw XML Appendix388 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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IRS990/AllOtherExpensesGrp/ProgramServicesAmt03434
IRS990/AllOtherExpensesGrp/TotalAmt03434
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0SHARON BERRY
IRS990/BooksInCareOfDetail/PhoneNum06143542512
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010228 HYLAND RUN
IRS990/BooksInCareOfDetail/USAddress/CityNm0PLAIN CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043064
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
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IRS990/Form990PartVIISectionAGrp/TitleTxt6APPOINTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7NORTHEAST RE
IRS990/Form990PartVIISectionAGrp/TitleTxt8BUSINESS/IND
IRS990/Form990PartVIISectionAGrp/TitleTxt9STUDENT OFFI
IRS990/Form990PartVIISectionAGrp/TitleTxt10SOUTHWEST RE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER PREPARES THE FINANCIAL INFORMATION FOR THE CPA WHO PREPARES THE RETURN. THE TREASURER VALIDATES THE RETURN AND THE CPA FILES THE FEDERAL RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED ANNUALLY BY ALL INDIVIDUALS SUBJECT TO IT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD DISCUSSES AND 2/3 MAJORITY VOTE TO DETERMINE COMPENSATION FOR THE TREASURER AND STATE ADVISOR AND CONSULTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD DISCUSSES AND 2/3 MAJORITY VOTE TO DETERMINE COMPENSATION FOR THE TREASURER AND STATE ADVISOR AND CONSULTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARON BERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06143542512
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALTH OCCUPATIONS STUDENTS OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AMERICA
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0208367768
ReturnHeader/Filer/PhoneNum06143542512
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ReturnHeader/Filer/USAddress/CityNm0PLAIN CITY
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450491842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLANKENSHIP CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 WINNERS CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRENTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0370272304
ReturnHeader/PreparerPersonGrp/PhoneNum06153733771
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT A FELTS CPA
ReturnHeader/ReturnTs02026-03-02T15:31:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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