Civic Intelligence

The Workers Compensation Forum Of

EIN 33-0604073 • 501(c)3 • Carlsbad, CA

Profile

CONTINUING EDUCATION

5858 Dryden Place No 230Carlsbad, CA 92008

workerscompforum.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

54th percentile

3.8%

Higher net margin than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

65th percentile

7.4%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

85th percentile

51%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$33,649

Up $5,173 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$33,649

Up $5,173 (+18%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin54th percentile

Revenue

Down

$78,029

Down $5,852 (-7.0%) from 2023

Expenses

Up

$72,856

Up $6,431 (+9.7%) from 2023

Net Income

Down

$5,173

Down $12,283 (-70%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$40K$30K$20K$10K$0Assets 2015: $29,777Liabilities 2015: $0Net Assets 2015: $29,7772015Assets 2016: $22,309Liabilities 2016: $0Net Assets 2016: $22,3092016Assets 2017: $12,361Liabilities 2017: $0Net Assets 2017: $12,3612017Assets 2018: $7,770Liabilities 2018: $0Net Assets 2018: $7,7702018Assets 2019: $10,630Liabilities 2019: $0Net Assets 2019: $10,6302019Assets 2020: $18,969Liabilities 2020: $0Net Assets 2020: $18,9692020Assets 2021: $10,258Liabilities 2021: $0Net Assets 2021: $10,2582021Assets 2022: $11,020Liabilities 2022: $0Net Assets 2022: $11,0202022Assets 2023: $28,476Liabilities 2023: $0Net Assets 2023: $28,4762023Assets 2024: $33,649Liabilities 2024: $0Net Assets 2024: $33,6492024

Highlighted filing

2024

Assets$33,649
Liabilities$0
Net Assets$33,649
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$100K$50K$0-$50KRevenue 2015: $72,484Expenses 2015: $77,799Net Income 2015: -$5,3152015Revenue 2016: $72,479Expenses 2016: $79,947Net Income 2016: -$7,4682016Revenue 2017: $78,194Expenses 2017: $88,142Net Income 2017: -$9,9482017Revenue 2018: $72,483Expenses 2018: $77,074Net Income 2018: -$4,5912018Revenue 2019: $78,589Expenses 2019: $75,729Net Income 2019: $2,8602019Revenue 2020: $25,665Expenses 2020: $17,326Net Income 2020: $8,3392020Revenue 2021: $13,204Expenses 2021: $21,915Net Income 2021: -$8,7112021Revenue 2022: $19,909Expenses 2022: $19,147Net Income 2022: $7622022Revenue 2023: $83,881Expenses 2023: $66,425Net Income 2023: $17,4562023Revenue 2024: $78,029Expenses 2024: $72,856Net Income 2024: $5,1732024

Highlighted filing

2024

Revenue$78,029
Expenses$72,856
Net Income$5,173
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,649
Liabilities
$0
Net assets
$33,649
Revenue
$78,029
Expenses
$72,856
Net income
$5,173
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$78.0$72.9$5.17
2023Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$83.9$66.4$17.5
2022Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$19.9$19.1$0.76
2021Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$13.2$21.9$8.71
2020Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$25.7$17.3$8.34
2019Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$78.6$75.7$2.86
2018Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$72.5$77.1$4.59
2017Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$78.2$88.1$9.95
2016Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$72.5$79.9$7.47
2015Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$72.5$77.8$5.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 8, 2025
Return Version
2024v5.0
Gross Receipts
$78,029
Mission and Program Overview

Mission

CONTINUING EDUCATION

Program Services

DescriptionGrantsExpenses
PROVIDES CONTINUING EDUCATION FOR LEGAL INVESTIGATIVE AND CLAIMS PROCESSING-$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEANN FARLANDERTreasurer-$0--
NANCY STATERPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Workers Compensation Forum of
EIN
33-0604073
In Care Of
% NANCY STATER
Phone
9492963961
Address
5858 DRYDEN PLACE NO 230, Carlsbad, CA 92008

Signing Officer

Name
Nancy Stater
Title
President
Phone
9515671548
Signed
2025-03-08
Discuss with paid preparer
No

Preparer

Firm
Paramount Tax and Accounting
Address
14081 YORBA STREET 204, Tustin, CA 92780
Preparer
Lisa Pehrson
Phone
9493736377
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountADVERTISING 3,619BANK CHARGES 246CONTRACTORS 8,090JOB SUPPLIES 5,923MEALS & ENTERTAINMENT 675OFFICE SUPPLIES & SOFTWARE 1,156RENT & LEASE 31,778RENT OR LEASE OF BUILDINGS 2,566TRAVEL 18,803”

Raw XML Appendix108 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LEANN FARLANDER
IRS990EZ/BooksInCareOfDetail/PhoneNum09492335303
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05858 DRYDEN PLACE NO 230
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carlsbad
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028476
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033649
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05173
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028476
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033649
IRS990EZ/GrossReceiptsAmt078029
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05775
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028476
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033649
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028476
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033649
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEANN FARLANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY STATER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt072856
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CONTINUING EDUCATION
IRS990EZ/ProgramServiceRevenueAmt072254
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES CONTINUING EDUCATION FOR LEGAL INVESTIGATIVE AND CLAIMS PROCESSING
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072856
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt078029
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WORKERSCOMPFORUM.ORG
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountADVERTISING 3,619BANK CHARGES 246CONTRACTORS 8,090JOB SUPPLIES 5,923MEALS & ENTERTAINMENT 675OFFICE SUPPLIES & SOFTWARE 1,156RENT & LEASE 31,778RENT OR LEASE OF BUILDINGS 2,566TRAVEL 18,803
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY STATER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09515671548
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WORKERS COMPENSATION FORUM OF
ReturnHeader/Filer/BusinessNameControlTxt0WORK
ReturnHeader/Filer/EIN0330604073
ReturnHeader/Filer/InCareOfNm0% NANCY STATER
ReturnHeader/Filer/PhoneNum09492963961
ReturnHeader/Filer/USAddress/AddressLine1Txt05858 DRYDEN PLACE NO 230
ReturnHeader/Filer/USAddress/CityNm0Carlsbad
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092008
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PARAMOUNT TAX AND ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014081 YORBA STREET 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tustin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092780
ReturnHeader/PreparerPersonGrp/PhoneNum09493736377
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA PEHRSON
ReturnHeader/ReturnTs02025-03-19T14:18:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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