Civic Intelligence

National Human Resources Association Orange County Affiliate

990EZ • Fiscal year 2021 • EIN 33-0463374

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

2115 Via AguilaSan Clemente, CA 92673

(714) 228-5450

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

47th percentile

6.7%

Higher net margin than 47% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

40th percentile

1.6%

Faster asset growth than 40% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-85%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$145,969

Up $2,245 (+1.6%) from 2020

Net Assets

Up

$145,969

Up $2,245 (+1.6%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$33,296

Down $190,895 (-85%) from 2020

Expenses

Down

$31,051

Down $138,488 (-82%) from 2020

Net Income

Down

$2,245

Down $52,407 (-96%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2015: $109,184Liabilities 2015: $0Net Assets 2015: $109,1842015Assets 2016: $112,386Liabilities 2016: $0Net Assets 2016: $112,3862016Assets 2017: $109,455Liabilities 2017: $0Net Assets 2017: $109,4552017Assets 2018: $67,369Liabilities 2018: $0Net Assets 2018: $67,3692018Assets 2019: $89,072Liabilities 2019: $0Net Assets 2019: $89,0722019Assets 2020: $143,724Liabilities 2020: $0Net Assets 2020: $143,7242020Assets 2021: $145,969Net Assets 2021: $145,9692021Assets 2022: $144,899Net Assets 2022: $144,8992022Assets 2023: $87,882Net Assets 2023: $87,8822023Assets 2024: $128,267Liabilities 2024: $0Net Assets 2024: $128,2672024

Highlighted filing

2021

Assets$145,969
Liabilities-
Net Assets$145,969

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2015: $224,705Expenses 2015: $247,939Net Income 2015: -$23,2342015Revenue 2016: $280,043Expenses 2016: $276,841Net Income 2016: $3,2022016Revenue 2017: $281,965Expenses 2017: $284,896Net Income 2017: -$2,9312017Revenue 2018: $269,487Expenses 2018: $311,573Net Income 2018: -$42,0862018Revenue 2019: $293,038Expenses 2019: $271,335Net Income 2019: $21,7032019Revenue 2020: $224,191Expenses 2020: $169,539Net Income 2020: $54,6522020Revenue 2021: $33,296Expenses 2021: $31,051Net Income 2021: $2,2452021Revenue 2022: $78,922Expenses 2022: $79,992Net Income 2022: -$1,0702022Revenue 2023: $53,172Expenses 2023: $110,189Net Income 2023: -$57,0172023Revenue 2024: $227,285Expenses 2024: $186,900Net Income 2024: $40,3852024

Highlighted filing

2021

Revenue$33,296
Expenses$31,051
Net Income$2,245
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$33,296
Mission and Program Overview

Mission

To provide an active forum within a supportive environment for strengthening the role of human resource professionals as strategic business leaders and partners.

Program Services

DescriptionGrantsExpenses
THE AFFILIATE HOLDS PUBLIC FORUMS ON A MONTHLY BASIS THAT ENABLE THE ATTENDEES TO OBTAIN INFORMATION REGARDING THE HUMAN RESOURCE INDUSTRY AND TO HIGHLIGHT EXECUTIVES WITHIN THE COMMUNITY.--
THE AFFILIATE HOLDS YEARLY SPECIAL EVENTS, GATHERING AND HONORING HUMAN RESOURCE PROFESSIONALS GROWING IN THE GOALS OF THE ORGANIZATION.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN TACKABERRYPast President-$0--
MONICA PLEASANTMembership-$0--
JILLIAN LAPPETITOPresident-$0--
VALERIE REIFPresident-$0--
SHANNON ASHWORTHPrograms Chair-$0--
KRYSTA ROBERTOMember-$0--
JC CARRIONSummit Chair-$0--
THOAI HAComm Partners-$0--
MICHELLE GUTIERREZMember-$0--
SUZANNA WINSLOWBoard Member-$0--
KEVIN SHEARERSummit Chair-$0--
AUDREY GANEYBoard Member-$0--
JESSICA NOVAKPrograms Chair-$0--
DANIEL LEOFinance Chair-$0--
WENDY HAFER COXAssociation MgrPT$0--
Filing and Contact Details

Filer

Filer Name
National Human Resources Association
EIN
33-0463374
Phone
7142285450
Address
2115 VIA AGUILA, SAN CLEMENTE, CA 92673

Signing Officer

Name
Valerie Reif
Title
President
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Hoffman Short Rubin Dewinter Sanderson
Address
1037 PARK VIEW DR, COVINA, CA 91724
Preparer
Douglas G Rustenburg
Phone
6269320100
Supplemental Narrative

Additional Explanations

Other Revenue.1

SPONSORSHIPS $22127

Other Expenses.1002

Office Expenses $1788

Other Expenses.1

REFUNDS $20450

Other Expenses.2

MARKETING $5116

Other Expenses.3

BOARD DEVELOPMENT $2066

Other Expenses.4

Hr executive of the year $939

Other Expenses.5

Monthly meeting expense $321

Other Expenses.6

MEMBERSHIP EXPENSES $89

Other Assets.1005

Accounts Receivable - Beginning $500 Accounts Receivable - Ending $0

Raw XML Appendix173 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN TACKABERRY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VALERIE REIF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHANNON ASHWORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KRYSTA ROBERTO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SUZANNA WINSLOW
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBERSHIP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13FINANCE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14ASSOCIATION MGR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0500
IRS990EZ/OtherExpensesTotalAmt030769
IRS990EZ/OtherRevenueTotalAmt022127
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE AN ACTIVE FORUM WITHIN A SUPPORTIVE ENVIRONMENT FOR STRENGTHENING THE ROLE OF HUMAN RESOURCE PROFESSIONALS AS STRATEGIC BUSINESS LEADERS AND PARTNERS.
IRS990EZ/ProgramServiceRevenueAmt08830
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE AFFILIATE HOLDS PUBLIC FORUMS ON A MONTHLY BASIS THAT ENABLE THE ATTENDEES TO OBTAIN INFORMATION REGARDING THE HUMAN RESOURCE INDUSTRY AND TO HIGHLIGHT EXECUTIVES WITHIN THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE AFFILIATE HOLDS YEARLY SPECIAL EVENTS, GATHERING AND HONORING HUMAN RESOURCE PROFESSIONALS GROWING IN THE GOALS OF THE ORGANIZATION.
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IRS990EZ/TotalRevenueAmt033296
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HUMANRESOURCES.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPONSORSHIPS $22127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REFUNDS $20450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MARKETING $5116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD DEVELOPMENT $2066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HR EXECUTIVE OF THE YEAR $939
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MONTHLY MEETING EXPENSE $321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIP EXPENSES $89
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Receivable - Beginning $500 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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 Assets.1005
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE REIF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL HUMAN RESOURCES ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORANGE COUNTY AFFILIATE
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0330463374
ReturnHeader/Filer/PhoneNum07142285450
ReturnHeader/Filer/USAddress/AddressLine1Txt02115 VIA AGUILA
ReturnHeader/Filer/USAddress/CityNm0SAN CLEMENTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092673
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813709413
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOFFMAN SHORT RUBIN DEWINTER SANDERSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01037 PARK VIEW DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COVINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091724
ReturnHeader/PreparerPersonGrp/PhoneNum06269320100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas G Rustenburg
ReturnHeader/ReturnTs02022-05-16T07:33:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VALERIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REIF
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings