Civic Intelligence

San Diego Human Resources Association

990EZ • Fiscal year 2015 • EIN 33-0418989

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 29, 2015

Organization ProfileWWW.SDHRFORUM.COM
8030 LA Mesa Blvd Pmb 71LA Mesa, CA 91942

(866) 523-4417

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

47th percentile

1.7%

Higher net margin than 47% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$51,453

No earlier filing loaded for comparison.

Net Assets

$51,453

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin47th percentile

Revenue

$74,544

No earlier filing loaded for comparison.

Expenses

$73,301

No earlier filing loaded for comparison.

Net Income

$1,243

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2015: $51,453Net Assets 2015: $51,4532015Assets 2016: $96,034Liabilities 2016: $30,819Net Assets 2016: $65,2152016Assets 2017: $90,710Liabilities 2017: $22,828Net Assets 2017: $67,8822017Assets 2018: $119,541Liabilities 2018: $15,485Net Assets 2018: $104,0562018Assets 2019: $166,526Liabilities 2019: $46,056Net Assets 2019: $120,4702019Assets 2020: $189,375Liabilities 2020: $31,706Net Assets 2020: $157,6692020Assets 2021: $185,078Liabilities 2021: $18,778Net Assets 2021: $166,3002021Assets 2022: $164,575Liabilities 2022: $9,147Net Assets 2022: $155,4282022Assets 2023: $144,490Liabilities 2023: $5,490Net Assets 2023: $139,0002023Assets 2024: $125,708Liabilities 2024: $31,382Net Assets 2024: $94,3262024

Highlighted filing

2015

Assets$51,453
Liabilities-
Net Assets$51,453
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2015: $74,544Expenses 2015: $73,301Net Income 2015: $1,2432015Revenue 2016: $85,640Expenses 2016: $71,878Net Income 2016: $13,7622016Revenue 2017: $183,706Expenses 2017: $181,039Net Income 2017: $2,6672017Revenue 2018: $205,726Expenses 2018: $169,552Net Income 2018: $36,1742018Revenue 2019: $195,196Expenses 2019: $178,782Net Income 2019: $16,4142019Revenue 2020: $211,339Expenses 2020: $174,140Net Income 2020: $37,1992020Revenue 2021: $44,820Expenses 2021: $36,189Net Income 2021: $8,6312021Revenue 2022: $128,102Expenses 2022: $138,974Net Income 2022: -$10,8722022Revenue 2023: $192,318Expenses 2023: $208,746Net Income 2023: -$16,4282023Revenue 2024: $252,705Expenses 2024: $297,379Net Income 2024: -$44,6742024

Highlighted filing

2015

Revenue$74,544
Expenses$73,301
Net Income$1,243
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 29, 2015
Return Version
2014v5.0
Gross Receipts
$76,482
Mission and Program Overview

Mission

To provide support for members in the human resources industry.

Program Services

DescriptionGrantsExpenses
DURING FISCAL YEAR, THE AFFILIATE ORGANIZED MONTHLY MEETINGS TO ENCOURAGE INTERACTION OF THE COMMUNITY WITH THE ORGANIZATION, TO PROMOTE EDUCATION TOWARD THE HUMAN RESOURCE FIELD, AND TO OFFER CONTINUING EDUCATION FOR CURRENT AND FUTURE MEMBERS.$37,381-
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COLE WILLIAMSONDirector-$0--
KATHY KENNEYPresident Elect-$0--
GRACE LARSONMembership-$0--
CHRISTINE CHANGMember Services-$0--
DENA AYALAPres Elect-$0--
CATHERINE BOTELLOSponsorship-$0--
ANDREW JOHNSONPrograms-$0--
MONTY BELLFinance-$0--
Filing and Contact Details

Filer

Filer Name
San Diego Human Resources Association
EIN
33-0418989
Phone
8665234417
Address
8030 LA MESA BLVD PMB 71, LA MESA, CA 91942

Signing Officer

Name
Monty Bell
Title
Finance
Signed
2015-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Montgomery Niemeyer & Co Llp
Address
1037 PARK VIEW DR, COVINA, CA 91724-3750
Preparer
Joann G Sanderson
Phone
6269320100
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $204”

Other Expenses.1012

“Insurance $2416”

Other Expenses.1

“MEETING EXPENSES $37381”

Other Expenses.2

“Membership expenses $9242”

Other Expenses.3

“SOCIAL EVENTS $8190”

Other Expenses.4

“OUTSIDE SERVICES $5966”

Other Expenses.5

“BANK CHARGES $4012”

Other Expenses.6

“WEBSITE $1679”

Other Expenses.7

“BOARD DEVELOPMENT $900”

Raw XML Appendix135 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/PersonNm0STEVE POTTER
IRS990EZ/BooksInCareOfDetail/PhoneNum08665234417
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08030 LA MESA BLVD PMB 71
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA MESA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091942
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050210
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051453
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01243
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03311
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050210
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051453
IRS990EZ/FundraisingGrossIncomeAmt02965
IRS990EZ/GrossReceiptsAmt076482
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt022
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020625
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050210
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051453
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050210
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051453
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0COLE WILLIAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHY KENNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GRACE LARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTINE CHANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DENA AYALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CATHERINE BOTELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANDREW JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MONTY BELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER SERVICES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRES ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SPONSORSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FINANCE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt069990
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT FOR MEMBERS IN THE HUMAN RESOURCES INDUSTRY.
IRS990EZ/ProgramServiceRevenueAmt052870
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DURING FISCAL YEAR, THE AFFILIATE ORGANIZED MONTHLY MEETINGS TO ENCOURAGE INTERACTION OF THE COMMUNITY WITH THE ORGANIZATION, TO PROMOTE EDUCATION TOWARD THE HUMAN RESOURCE FIELD, AND TO OFFER CONTINUING EDUCATION FOR CURRENT AND FUTURE MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037381
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01938
IRS990EZ/SpecialEventsNetIncomeLossAmt01027
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073301
IRS990EZ/TotalProgramServiceExpensesAmt037381
IRS990EZ/TotalRevenueAmt074544
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WWW.SDHRFORUM.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $2416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEETING EXPENSES $37381
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP EXPENSES $9242
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SOCIAL EVENTS $8190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OUTSIDE SERVICES $5966
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $4012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE $1679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BOARD DEVELOPMENT $900
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MONTY BELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN DIEGO HUMAN RESOURCES ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0330418989
ReturnHeader/Filer/PhoneNum08665234417
ReturnHeader/Filer/USAddress/AddressLine1Txt08030 LA MESA BLVD PMB 71
ReturnHeader/Filer/USAddress/CityNm0LA MESA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONTGOMERY NIEMEYER & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01037 PARK VIEW DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COVINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917243750
ReturnHeader/PreparerPersonGrp/PhoneNum06269320100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joann G Sanderson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-03T08:38:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$51,453
Liabilities
-
Net assets
$51,453
Revenue
$74,544
Expenses
$73,301
Net income
$1,243
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.31$0.94$2.53$2.97$0.45
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.05$1.39$1.92$2.09$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.65$0.09$1.55$1.28$1.39$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.19$1.66$0.45$0.36$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.32$1.58$2.11$1.74$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.46$1.20$1.95$1.79$0.16
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.15$1.04$2.06$1.70$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.23$0.68$1.84$1.81$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.31$0.65$0.86$0.72$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.75$0.73$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)6 • <$500k nonprofits