Civic Intelligence

The Community Service Education and Research Fund Cserf of The

990 • Fiscal year 2015 • EIN 23-7003581

Jan 01, 2015 to Dec 31, 2015 • Filed on May 05, 2016

Organization Profilewww.ssvms.org
5380 Elvas AvenueSacramento, CA 95819

(916) 451-5235

Siviq Scores

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

Liabilities / Assets

39th percentile

0.05x

Higher debt load relative to assets than 39% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

38th percentile

0.06x

Higher debt load relative to revenue than 38% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

99th percentile

96%

Higher net margin than 99% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$244,417

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

99th percentile

425%

Faster asset growth than 99% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

100th percentile

1767%

Faster revenue growth than 100% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$3,787,380

Up $3,065,582 (+425%) from 2014

Net Assets

Up

$3,606,168

Up $3,006,082 (+501%) from 2014

Liabilities

Up

$181,212

Up $59,500 (+49%) from 2014

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin99th percentile

Revenue

Up

$3,143,477

Up $2,975,092 (+1767%) from 2014

Expenses

Down

$130,277

Down $49,722 (-28%) from 2014

Net Income

Up

$3,013,200

Up $3,024,814 (+26045%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $721,798Liabilities 2014: $121,712Net Assets 2014: $600,0862014Assets 2015: $3,787,380Liabilities 2015: $181,212Net Assets 2015: $3,606,1682015Assets 2016: $3,917,620Liabilities 2016: $147,861Net Assets 2016: $3,769,7592016Assets 2017: $4,265,738Liabilities 2017: $103,929Net Assets 2017: $4,161,8092017Assets 2018: $4,409,589Liabilities 2018: $308,603Net Assets 2018: $4,100,9862018Assets 2019: $4,677,371Liabilities 2019: $176,655Net Assets 2019: $4,500,7162019Assets 2020: $5,041,487Liabilities 2020: $183,774Net Assets 2020: $4,857,7132020Assets 2021: $5,433,769Liabilities 2021: $289,766Net Assets 2021: $5,144,0032021Assets 2022: $4,932,708Liabilities 2022: $191,706Net Assets 2022: $4,741,0022022Assets 2023: $5,170,769Liabilities 2023: $144,957Net Assets 2023: $5,025,8122023Assets 2024: $5,439,884Liabilities 2024: $213,550Net Assets 2024: $5,226,3342024

Highlighted filing

2015

Assets$3,787,380
Liabilities$181,212
Net Assets$3,606,168
Open 2015 Filing

Operations Trend

Revenue Growth100th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $168,385Expenses 2014: $179,999Net Income 2014: -$11,6142014Revenue 2015: $3,143,477Expenses 2015: $130,277Net Income 2015: $3,013,2002015Revenue 2016: $405,843Expenses 2016: $248,292Net Income 2016: $157,5512016Revenue 2017: $658,027Expenses 2017: $380,331Net Income 2017: $277,6962017Revenue 2018: $614,765Expenses 2018: $511,814Net Income 2018: $102,9512018Revenue 2019: $614,081Expenses 2019: $493,551Net Income 2019: $120,5302019Revenue 2020: $749,508Expenses 2020: $549,563Net Income 2020: $199,9452020Revenue 2021: $902,793Expenses 2021: $572,852Net Income 2021: $329,9412021Revenue 2022: $982,783Expenses 2022: $830,662Net Income 2022: $152,1212022Revenue 2023: $647,314Expenses 2023: $766,152Net Income 2023: -$118,8382023Revenue 2024: $950,442Expenses 2024: $845,601Net Income 2024: $104,8412024

Highlighted filing

2015

Revenue$3,143,477
Expenses$130,277
Net Income$3,013,200
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 5, 2016
Return Version
2015v2.0
Gross Receipts
$3,143,477
Mission and Program Overview

Mission

Cserf's original mission to provide scholarships to deserving medical students was expanded in 1997 to include other community programs that further the protection to public health by the promotion of ethical and professional medical care.

CSERF provides scholarships to medical students and conducts the Sacramento Physician's Initiative to Reach-Out, Innovate and Teach (SPIRIT) program which provides medical care to the under-served, uninsured, and indigent population through volunteer efforts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$168,677$1,680,699▲ $1,512,022
Accounts Receivable$11,915$1,542,262▲ $1,530,347
Investments in Publicly Traded Securities$317,612$320,791▲ $3,179
Cash and Non-Interest-Bearing Accounts$9,348$9,983▲ $635
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$721,798$3,787,380▲ $3,065,582
Other Assets Total$214,246$233,645▲ $19,399
Liabilities
Deferred Revenue$110,000$170,000▲ $60,000
Accounts Payable and Accrued Expenses$11,100$11,212▲ $112
Other Liabilities$612--
Total Liabilities$121,712$181,212▲ $59,500
Net Assets / Fund Balance
Temporarily Rstr Net Assets$297,939$3,295,235▲ $2,997,296
Permanently Rstr Net Assets$302,147$310,933▲ $8,786
Total Net Assets Fund Balance$600,086$3,606,168▲ $3,006,082
Total Liabilities and Net Assets / Fund Balance$721,798$3,787,380▲ $3,065,582

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1,894$1,894
Other Assets Org$3,890--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$314,810$8,786▲ $8,790-$315,886
2014$309,903$9,086▲ $13,427-$314,810
2013$304,190$6,684▲ $9,031-$309,903
2012$287,338$8,377▲ $15,475-$304,190
2011$278,962$3,695▲ $8,784-$287,338
Compensation and Service Providers
Top Officer Pay92nd percentile

Board Members and Trustees

NameTitle
Jos Alberto Arvalo MDPast President
Jason P Bynum MDPresident
Thomas W Ormiston MDPresident Elect
Christian L Serdahl MDDirector
Darin A Latimore MDDirector
Eric Williams MDDirector
John WiesenfarthMDDirector
Kieu-Loan Luc DODirector
Russell F Jacoby MDDirector
Sadha Tivakaran MDDirector
Seth C Thomas MDDirector
Steven Kelly-Reif MDDirector
Vijay Khatri MDDirector
Aileen WetzelExecutive Director
Rajiv Misquitta MDSecretary
Ruenell Adams Jacobs MDTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,132,801
Program Service Revenue
$0
Investment Income
$10,676
Other Revenue
$0
All Other Contributions
$3,132,801
Change in Net Assets
$3,013,200
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$103,932
Grants and Similar Amounts Paid$16,500
Other Expenses$9,845
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$65,003$3,772-$68,775
Other Employee Benefits$19,373$1,124-$20,497
Grants to Domestic Individuals$16,500--$16,500
Pension Plan Contributions$8,615$500-$9,115
Payroll Taxes$5,241$304-$5,545
Insurance$2,298$255-$2,553
Fees for Service Investment Mgmnt Fees-$1,735-$1,735
Fees for Services Accounting-$1,500-$1,500
Office Expenses$1,178$104-$1,282
Conferences and Meetings$1,152--$1,152
Travel$449--$449
Other Expenses$60--$60
All Other Expenses$10$6-$16
Total Functional Expenses$120,977$9,300$0$130,277
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Society's Executive Committee as defined in the Society's Bylaws, review the 990 before it is finalized for submission to the Internal Revenue Service. Questions generated during this review process are answered by the Society's bookkeeper or the Executive Director, or are referred to the paid preparer. The paid preparer reviews the return with the Executive Director and the bookkeeper prior to submission to the Executive Committee. The Executive Committee reports on this activity to the Board in entirety at the first available regularly scheduled Board meeting.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All Board members complete an annual conflict of interest statement. Ongoing monitoring is achieved by requiring all board members to disclose any conflicts of interest at each and every board meeting and to recuse themselves from voting on identified conflicts.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Requests for access to the organization's governing documents, conflict of interest policy and financial statements are processed by the Society's Associate Director upon request. The public may either come to the Society's offices or can also request copies.”

Filing and Contact Details

Filer

Filer Name
Community Service Education
EIN
23-7003581
Phone
9164515235
Address
5380 Elvas Avenue, Sacramento, CA 95819

Signing Officer

Name
Aileen Wetzel
Title
Executive Director
Signed
2016-05-05
Discuss with paid preparer
Yes

Organization Details

Formed
1966
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
3
Volunteers
131

Preparer

Firm
James Marta & Co Llp
Address
701 HOWE AVE STE E3, SACRAMENTO, CA 95825-4688
Preparer
Alana N Theiss
Phone
9169939494
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: All other program services, including operation of museum.”

Financial Statement Notes

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“The entity manages the Sierra Sacramento Valley Medical History Museum which holds many items of historical significance to the field of medicine. The Museum sponsors local area public schools to take tours of the museum as part of their curriculum and to promote interest int he field of medicine among young people. The Museum is open to the public and receives many visitors during the year. The Museum promotes the organization's mission which is dedicated to the promotion of public health through these educational endeavors and by providing a regional history of public health.”

Part X : FIN48 Footnote

“The Society holds a number of tax positions relative to its status as an exempt organization and to the stream of revenues that would otherwise be taxable. The Society has also developed positions relative to the deductions taken against Unrelated Business Income that result in a tax benefit. Finally, the Society has developed positions relative to certain transactions between the Society, a 501(c)(6) organization, and the Community Service Education and Research Fund, a specialized fund with exempt 501(c)(3) status governed by the Society's Board. No provision for unrecognized tax benefits have been made as management believes it is more likely than not that the Society will prevail in its positions.”

Raw XML AppendixShowing 400 of 614 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt2President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt14Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Dir.
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IRS990/InsuranceGrp/TotalAmt02553
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0320791
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt01894
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0CSERF's original mission to provide scholarships to deserving medical students was expanded in 1997 to include other community programs that further the protection to public health by the promotion of ethical and professional medical care.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt03606168
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/TotalAmt00
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IRS990/OfficeExpensesGrp/ProgramServicesAmt01178
IRS990/OfficeExpensesGrp/TotalAmt01282
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt0233645
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01124
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019373
IRS990/OtherEmployeeBenefitsGrp/TotalAmt020497
IRS990/OtherExpensesGrp/Desc0Program Supplies
IRS990/OtherExpensesGrp/Desc1Donations and awards
IRS990/OtherExpensesGrp/Desc2Miscellaneous
IRS990/OtherExpensesGrp/Desc3Taxes and Licenses
IRS990/OtherExpensesGrp/ProgramServicesAmt0870
IRS990/OtherExpensesGrp/ProgramServicesAmt1125
IRS990/OtherExpensesGrp/ProgramServicesAmt2103
IRS990/OtherExpensesGrp/ProgramServicesAmt360
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IRS990/OtherExpensesGrp/TotalAmt1125
IRS990/OtherExpensesGrp/TotalAmt2103
IRS990/OtherExpensesGrp/TotalAmt360
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt065003
IRS990/OtherSalariesAndWagesGrp/TotalAmt068775
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0304
IRS990/PayrollTaxesGrp/ProgramServicesAmt05241
IRS990/PayrollTaxesGrp/TotalAmt05545
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0500
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08615
IRS990/PensionPlanContributionsGrp/TotalAmt09115
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0302147
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0310933
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0The William E. Dochterman Medical Student Scholarship Fund provides scholarships to deserving students to pursue their medical education. During the 2015 year, the Fund provided seven scholarships for a total of $16,500.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt016500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt016500
IRS990/ProgSrvcAccomActy3Grp/Desc0The CSERF was the recipient of a $20,000 donation from Bloodsource to sponsor the expansion of the SPIRIT program. In addition, the Walk With a Doc program encouraging healthy lifestyles was continued in 2015.
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0151125
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt017500
IRS990/PYInvestmentIncomeAmt017260
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt013155
IRS990/PYRevenuesLessExpensesAmt0-11614
IRS990/PYSalariesCompEmpBnftPaidAmt0149344
IRS990/PYTotalExpensesAmt0179999
IRS990/PYTotalRevenueAmt0168385
IRS990/QuidProQuoContributionsInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CSERF and its supported organization share governance and management personnel. Accordingly, CSERF has knowledge of the supported organization's activities which appear to meet the public support test under section 509(a)(2).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1CSERF and its supported organization share governance and management personnel. Accordingly, CSERF has knowledge of the supported organization's activities which appear to be consistent with section 170(c)(2)(B) purposes.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The directors, trustees, or membership of the supported organization have the power to regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the tax year.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 3b: Description Of When and How Organization Made The Determination
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section A, Line 3c: Explain What Controls The Organization Put In Place
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section B, Line 1: Explanation Of How Supported Orgs. Managed Actvities

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,787,380
Liabilities
$181,212
Net assets
$3,606,168
Revenue
$3,143,477
Expenses
$130,277
Net income
$3,013,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.44$0.21$5.23$0.95$0.85$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.17$0.14$5.03$0.65$0.77$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.93$0.19$4.74$0.98$0.83$0.15
2021Detailed filing. Detailed filing data is available for this year.$5.43$0.29$5.14$0.90$0.57$0.33
2020Detailed filing. Detailed filing data is available for this year.$5.04$0.18$4.86$0.75$0.55$0.20
2019Detailed filing. Detailed filing data is available for this year.$4.68$0.18$4.50$0.61$0.49$0.12
2018Detailed filing. Detailed filing data is available for this year.$4.41$0.31$4.10$0.61$0.51$0.10
2017Detailed filing. Detailed filing data is available for this year.$4.27$0.10$4.16$0.66$0.38$0.28
2016Detailed filing. Detailed filing data is available for this year.$3.92$0.15$3.77$0.41$0.25$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.79$0.18$3.61$3.14$0.13$3.01
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.12$0.60$0.17$0.18$0.01