Civic Intelligence

International Workers Compensation Foundation Inc.

990 • Fiscal year 2018 • EIN 35-1737364

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 07, 2018

Organization ProfileWWW.IWCF.US
570 Memorial CircleOrmond Beach, FL 32174-5060

(386) 677-0041

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.05x

Higher debt load relative to assets than 43% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.12x

Higher debt load relative to revenue than 54% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

48th percentile

2.5%

Higher net margin than 48% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

89th percentile

$191,020

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

45th percentile

-0.1%

Faster asset growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$4,367,105

Down $2,358 (-0.1%) from 2017

Net Assets

Up

$4,130,433

Up $49,799 (+1.2%) from 2017

Liabilities

Down

$236,672

Down $52,157 (-18%) from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin48th percentile

Revenue

Up

$2,010,126

Up $225,320 (+13%) from 2017

Expenses

Up

$1,960,327

Up $338,038 (+21%) from 2017

Net Income

Down

$49,799

Down $112,718 (-69%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $3,552,298Liabilities 2014: $323,564Net Assets 2014: $3,228,7342014Assets 2015: $3,843,057Liabilities 2015: $222,457Net Assets 2015: $3,620,6002015Assets 2016: $4,142,023Liabilities 2016: $223,906Net Assets 2016: $3,918,1172016Assets 2017: $4,369,463Liabilities 2017: $288,829Net Assets 2017: $4,080,6342017Assets 2018: $4,367,105Liabilities 2018: $236,672Net Assets 2018: $4,130,4332018Assets 2019: $4,631,843Liabilities 2019: $440,886Net Assets 2019: $4,190,9572019Assets 2020: $3,905,461Liabilities 2020: $19,910Net Assets 2020: $3,885,5512020Assets 2021: $3,991,097Liabilities 2021: $33,746Net Assets 2021: $3,957,3512021Assets 2022: $3,988,404Liabilities 2022: $442,869Net Assets 2022: $3,545,5352022Assets 2023: $3,880,296Liabilities 2023: $465,434Net Assets 2023: $3,414,8622023Assets 2024: $3,093,609Liabilities 2024: $46,487Net Assets 2024: $3,047,1222024Assets 2025: $2,957,977Liabilities 2025: $220,470Net Assets 2025: $2,737,5072025

Highlighted filing

2018

Assets$4,367,105
Liabilities$236,672
Net Assets$4,130,433
Open 2018 Filing

Operations Trend

Revenue Growth67th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $1,701,989Expenses 2014: $1,359,670Net Income 2014: $342,3192014Revenue 2015: $1,973,700Expenses 2015: $1,581,834Net Income 2015: $391,8662015Revenue 2016: $1,908,213Expenses 2016: $1,610,696Net Income 2016: $297,5172016Revenue 2017: $1,784,806Expenses 2017: $1,622,289Net Income 2017: $162,5172017Revenue 2018: $2,010,126Expenses 2018: $1,960,327Net Income 2018: $49,7992018Revenue 2019: $1,908,824Expenses 2019: $1,848,300Net Income 2019: $60,5242019Revenue 2020: $962,767Expenses 2020: $1,268,173Net Income 2020: -$305,4062020Revenue 2021: $584,046Expenses 2021: $512,246Net Income 2021: $71,8002021Revenue 2022: $897,418Expenses 2022: $1,309,234Net Income 2022: -$411,8162022Revenue 2023: $1,401,930Expenses 2023: $1,532,603Net Income 2023: -$130,6732023Revenue 2024: $1,549,414Expenses 2024: $1,917,154Net Income 2024: -$367,7402024Revenue 2025: $1,327,802Expenses 2025: $1,637,417Net Income 2025: -$309,6152025

Highlighted filing

2018

Revenue$2,010,126
Expenses$1,960,327
Net Income$49,799
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.2
Gross Receipts
$2,010,126
Mission and Program Overview

Mission

Continuing professional education the foundation sponsors workers compensation educational conferences and promotes dialogue among, and outreach to, participants in the workers compensation community.

Continuing professional education the foundation sponsors workers' compensation educational conferences and promotes dialogue among, and outreach to, participants in the workers' compensation community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,677,004$3,885,001▲ $207,997
Cash and Non-Interest-Bearing Accounts$638,882$424,122▼ $214,760
Prepaid Expenses and Deferred Charges$48,754$46,258▼ $2,496
Accounts Receivable$2,338$9,576▲ $7,238
Land, Buildings, and Equipment, Net$1,233$896▼ $337
Total Assets$4,369,463$4,367,105▼ $2,358
Other Assets Total$1,252$1,252→ $0
Liabilities
Accounts Payable and Accrued Expenses$143,854$119,836▼ $24,018
Deferred Revenue$144,975$116,836▼ $28,139
Total Liabilities$288,829$236,672▼ $52,157
Net Assets / Fund Balance
Unrestricted Net Assets$4,080,634$4,130,433▲ $49,799
Total Net Assets Fund Balance$4,080,634$4,130,433▲ $49,799
Total Liabilities and Net Assets / Fund Balance$4,369,463$4,367,105▼ $2,358

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$896$43,480-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric J Oxfeld--$181,020$15,500$196,520
Eric J OxfeldSecretary/treasurerFT$191,020-$191,020

Board Members and Trustees

NameTitle
Bruce Q MorinPresident
Allyn C TatumTrustee
Bruce C WoodTrustee
Christine BakerTrustee
Sean McnallyTrustee
Theresa MuirTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,914,030
Investment Income
$61,847
Other Revenue
$34,249
Change in Net Assets
$49,799

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,010,126
Total Revenue per Audited Statements
$2,010,126
Total Revenue per Form 990
$2,010,126
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,606,529
Salaries, Compensation, and Employee Benefits$273,797
Grants and Similar Amounts Paid$80,001
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$1,351,074$46,118$0$1,397,192
Current Officers, Directors, Trustees, and Key Employees$0$191,020$0$191,020
Grants to Domestic Orgs$80,001--$80,001
Other Expenses$60,055$193$0$60,248
Other Salaries and Wages$0$60,000$0$60,000
Insurance$0$46,702$0$46,702
Travel$0$32,672$0$32,672
Office Expenses$0$17,452$0$17,452
Payroll Taxes$0$15,246$0$15,246
Occupancy$0$14,571$0$14,571
Other Employee Benefits$0$7,531$0$7,531
Fees for Services Accounting$0$7,000$0$7,000
Depreciation Depletion$0$337$0$337
Total Functional Expenses$1,518,601$441,726$0$1,960,327

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,960,327
Total Expenses per Audited Statements$1,960,327
Total Expenses per Form 990$1,960,327
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CAL DIVWORKERS'COMPOakland, CA-Continued Support$53,575
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
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
INTERNATIONAL WORKERS' COMPENSATION FOUNDATION INC
EIN
35-1737364
Phone
3866770041
Address
570 MEMORIAL CIRCLE, ORMOND BEACH, FL 32174-5060

Signing Officer

Name
Eric J Oxfeld
Title
Secretary/treasurer
Phone
3866770041
Signed
2018-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
2
Volunteers
0

Preparer

Firm
Ronald W Smith CPA
Address
1326 S RIDGEWOOD AVE STE 2, DAYTONA BEACH, FL 32114
Preparer
Ronald W Smith CPA
Phone
3862552474
Supplemental Narrative

Additional Explanations

Pt VI, Line 15A

“Compensation increases are reviewed by the board of trustees at a scheduled meeting. The executive director”

Pt VI, Line 15A

“Presents an annual review of any employee on staff. The”

Pt VI, Line 15A

“Executive director renders his opinions and recommendations to the board of trustees for their approval of the salary increase.”

Pt VI, Line 15A

“The executive director also has an annual review at a”

Pt VI, Line 15A

“Scheduled board meeting. The board of trustees render”

Pt VI, Line 15A

“Their opinions and concerns and vote approval or denial”

Pt VI, Line 15A

“Of a annual salary increase.”

Pt VI, Line 15B

“The executive director who also is the secretary/treasurer of the foundation abstains from the vote on his annual salary increase, decrease or status quo.”

Pt VI, Line 19

“A copy of the form 990 is available for review to the public at the foundation's office at all times. Copies can be obtained upon request and are subject to a copying charge to offset costs.”

Pt VI, Line 11B

“Due to the limited number of trustees, the executive director who is also the secretary/treasurer,reviews the completed form 990 for accuracy and completness. This officer presents the form 990 at the next scheduled meeting of the board of trustees.”

Form 990, Part III, Line 4D

“Institute for labor studies & research grant. 6096. 0. 0.”

Raw XML AppendixShowing 400 of 485 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0143854
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0119836
IRS990/AccountsReceivableGrp/BOYAmt02338
IRS990/AccountsReceivableGrp/EOYAmt09576
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0CONTINUING PROFESSIONAL EDUCATION THE FOUNDATION SPONSORS WORKERS' COMPENSATION EDUCATIONAL CONFERENCES AND PROMOTES DIALOGUE AMONG, AND OUTREACH TO, PARTICIPANTS IN THE WORKERS' COMPENSATION COMMUNITY.
IRS990/AuditCommitteeInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ERIC OXFELD
IRS990/BooksInCareOfDetail/PhoneNum03866770041
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0570 MEMORIAL CIR STE 320
IRS990/BooksInCareOfDetail/USAddress/CityNm0ORMOND BEACH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032174
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0638882
IRS990/CashNonInterestBearingGrp/EOYAmt0424122
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0191020
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0191020
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt046118
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01351074
IRS990/ConferencesMeetingsGrp/TotalAmt01397192
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt080001
IRS990/CYInvestmentIncomeAmt061847
IRS990/CYOtherExpensesAmt01606529
IRS990/CYOtherRevenueAmt034249
IRS990/CYProgramServiceRevenueAmt01914030
IRS990/CYRevenuesLessExpensesAmt049799
IRS990/CYSalariesCompEmpBnftPaidAmt0273797
IRS990/CYTotalExpensesAmt01960327
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02010126
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0144975
IRS990/DeferredRevenueGrp/EOYAmt0116836
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0337
IRS990/DepreciationDepletionGrp/ProgramServicesAmt00
IRS990/DepreciationDepletionGrp/TotalAmt0337
IRS990/Desc0THE FOUNDATION DEVELOPS AND DISTRIBUTES EDUCATIONAL MATERIALS, SPONSORS CONTINUING EDUCATION SEMINARS PROVIDING EDUCATIONAL CREDIT HOURS TO THE ATTENDEES. DURING THIS FISCAL YEAR THERE WERE 3,977 ATTENDEES AT THE VARIOUS CONFERENCES AND WORKSHOPS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01438600
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07000
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt07000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0BRUCE Q MORIN
IRS990/Form990PartVIISectionAGrp/PersonNm1ERIC J OXFELD
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRISTINE BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm3THERESA MUIR
IRS990/Form990PartVIISectionAGrp/PersonNm4ALLYN C TATUM
IRS990/Form990PartVIISectionAGrp/PersonNm5BRUCE C WOOD
IRS990/Form990PartVIISectionAGrp/PersonNm6SEAN MCNALLY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1191020
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt080001
IRS990/GrantsToDomesticOrgsGrp/TotalAmt080001
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02010126
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt046702
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt046702
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt061847
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt043480
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01233
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0896
IRS990/LandBldgEquipCostOrOtherBssAmt044376
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0CONTINUING PROFESSIONAL EDUCATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04080634
IRS990/NetAssetsOrFundBalancesEOYAmt04130433
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt014571
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt014571
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017452
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt017452
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01252
IRS990/OtherAssetsTotalGrp/EOYAmt01252
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07531
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07531
IRS990/OtherExpensesGrp/Desc0POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/Desc1OFFICE PRINTING
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02884
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1193
IRS990/OtherExpensesGrp/ProgramServicesAmt027471
IRS990/OtherExpensesGrp/ProgramServicesAmt160055
IRS990/OtherExpensesGrp/TotalAmt030355
IRS990/OtherExpensesGrp/TotalAmt160248
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/Desc0CONFERENCE COMMISSIONS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt034249
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt034249
IRS990/OtherRevenueTotalAmt034249
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt060000
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt060000
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015246
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt015246
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt048754
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt046258
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0ERIC J OXFELD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/BusinessCd3611600
IRS990/ProgramServiceRevenueGrp/BusinessCd4611600
IRS990/ProgramServiceRevenueGrp/Desc0CALIFORNIA ED. CONF.
IRS990/ProgramServiceRevenueGrp/Desc1TEXAS ED. CONFS. 2
IRS990/ProgramServiceRevenueGrp/Desc2NORTH CAROLINA ED. CONF.
IRS990/ProgramServiceRevenueGrp/Desc3TENNESSEE ED. CONF.
IRS990/ProgramServiceRevenueGrp/Desc4TENNESSEE PHYSICIANS ED. CONFERENCE
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0644805
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1434500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2186800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3219400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt417850
IRS990/ProgSrvcAccomActy2Grp/Desc0CALIFORNIA DEPARTMENT OF INDUSTRIAL RELATIONS & DIVISION OF WORKERS' COMPENSATION GRANT. GRANT WAS GIVEN TO PROVIDE SUPPORT FOR A TWO DAY DIVISION OF WORKERS' COMPENSATION JUDGES' TRAINING SESSIONS. ADDITIONAL CONSIDERATION WAS GRANTED TO JESF & LETF TRAINING MEETING SESSIONS AND YEAR END AWARDS AND ACCOMPLISHMENTS THIS FICAL YEAR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt053575
IRS990/ProgSrvcAccomActy3Grp/Desc0KIDS' CHANCE, INC. OF TENNESSEE, A 501(C)(3)ENTITY. DONATION GOES TOWARDS FUNDING SCHOLARSHIPS FOR CHILDREN OF WORKERS WHO HAVE LOST THEIR LIVES OR BECAME PERMANENTLY DISABLED BY A JOB RELATED INJURY OR ILLNESS THAT IS COVERED BY WORKERS' COMPENSATION LAWS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt020330
IRS990/ProgSrvcAccomActyOtherGrp/Desc0INSTITUTE FOR LABOR STUDIES & RESEARCH GRANT. ALIVE HOSPICE INC. OF MIDDLE TENNESSEE. ALIVE HOSPICE INC. OF MIDDLE TENNESSEE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt06096
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt057121
IRS990/PYInvestmentIncomeAmt047384
IRS990/PYOtherExpensesAmt01282298
IRS990/PYOtherRevenueAmt032352
IRS990/PYProgramServiceRevenueAmt01705070
IRS990/PYRevenuesLessExpensesAmt0162517
IRS990/PYSalariesCompEmpBnftPaidAmt0282870
IRS990/PYTotalExpensesAmt01622289
IRS990/PYTotalRevenueAmt01784806
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt049799
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01914030
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03677004
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03885001
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt061847
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt047384
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt030386
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt023374
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt016188
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0179179
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01914030
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01705070
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01839404
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01882830
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01655550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08996884
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt034249
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt032352
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt038423
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt067496
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt030251
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0202771
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt061847
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt047384
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt030386
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt023374
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016188
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0179179
IRS990ScheduleA/InvestmentIncomeCYPct00.01910
IRS990ScheduleA/InvestmentIncomePYPct00.01450
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.98090
IRS990ScheduleA/PublicSupportPY509Pct00.98550
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt09199655
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01948279
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01737422
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01877827
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01950326
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01685801
IRS990ScheduleA/Total509Grp/TotalAmt09199655
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09378834
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0896
IRS990ScheduleD/EquipmentGrp/DepreciationAmt043480
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt044376
IRS990ScheduleD/ExpensesSubtotalAmt01960327
IRS990ScheduleD/RevenueSubtotalAmt02010126
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0896
IRS990ScheduleD/TotalExpensesPerForm990Amt01960327
IRS990ScheduleD/TotalRevenuePerForm990Amt02010126
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02010126
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01960327
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt053575
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CONTINUED SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CAL DIVWORKERS'COMP
IRS990ScheduleI/RecipientTable/RecipientEIN0943160882
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01515 CLAY STREET 18TH FL
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OAKLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094612
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0UPON REQUEST FOR GRANT ASSISTANCE, THE BOARD OF TRUSTEES INSURES THAT THE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1REQUEST IS CONSISTANT WITH THE FOUNDATION'S MISSION OF PROMOTING EDUCATION
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt2AND COMMUNICATIONS IN THE WORKERS' COMPENSATION SYSTEM WITHOUT TAKING
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt3SIDES WITH ANY INTEREST GROUP. A SIMPLE MAJORITY VOTE FOR OR AGAINST IS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt4MADE. THE EXECUTIVE DIRECTOR INSURES THAT THE DONEE UNDERSTANDS ALL
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt5PROVISIONS OF THE APPROVED GRANT AND MONITORS ITS COMPLIANCE.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt6WRITTEN ACKNOWLEDGEMENTS ARE OBTAINED AND ON FILE AT THE FOUNDATION'S
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt7OFFICE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt I Line 2
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0181020
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt010000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt015500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt015500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ERIC J OXFELD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0196520
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt010000
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 4a
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMPENSATION INCREASES ARE REVIEWED BY THE BOARD OF TRUSTEES AT A SCHEDULED MEETING. THE EXECUTIVE DIRECTOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRESENTS AN ANNUAL REVIEW OF ANY EMPLOYEE ON STAFF. THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE DIRECTOR RENDERS HIS OPINIONS AND RECOMMENDATIONS TO THE BOARD OF TRUSTEES FOR THEIR APPROVAL OF THE SALARY INCREASE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR ALSO HAS AN ANNUAL REVIEW AT A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHEDULED BOARD MEETING. THE BOARD OF TRUSTEES RENDER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THEIR OPINIONS AND CONCERNS AND VOTE APPROVAL OR DENIAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OF A ANNUAL SALARY INCREASE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE EXECUTIVE DIRECTOR WHO ALSO IS THE SECRETARY/TREASURER OF THE FOUNDATION ABSTAINS FROM THE VOTE ON HIS ANNUAL SALARY INCREASE, DECREASE OR STATUS QUO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8A COPY OF THE FORM 990 IS AVAILABLE FOR REVIEW TO THE PUBLIC AT THE FOUNDATION'S OFFICE AT ALL TIMES. COPIES CAN BE OBTAINED UPON REQUEST AND ARE SUBJECT TO A COPYING CHARGE TO OFFSET COSTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DUE TO THE LIMITED NUMBER OF TRUSTEES, THE EXECUTIVE DIRECTOR WHO IS ALSO THE SECRETARY/TREASURER,REVIEWS THE COMPLETED FORM 990 FOR ACCURACY AND COMPLETNESS. THIS OFFICER PRESENTS THE FORM 990 AT THE NEXT SCHEDULED MEETING OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10INSTITUTE FOR LABOR STUDIES & RESEARCH GRANT. 6096. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part III, Line 4d
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,367,105
Liabilities
$236,672
Net assets
$4,130,433
Revenue
$2,010,126
Expenses
$1,960,327
Net income
$49,799
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.96$0.22$2.74$1.33$1.64$0.31
2024Detailed filing. Detailed filing data is available for this year.$3.09$0.05$3.05$1.55$1.92$0.37
2023Detailed filing. Detailed filing data is available for this year.$3.88$0.47$3.41$1.40$1.53$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.99$0.44$3.55$0.90$1.31$0.41
2021Detailed filing. Detailed filing data is available for this year.$3.99$0.03$3.96$0.58$0.51$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.91$0.02$3.89$0.96$1.27$0.31
2019Detailed filing. Detailed filing data is available for this year.$4.63$0.44$4.19$1.91$1.85$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.37$0.24$4.13$2.01$1.96$0.05
2017Detailed filing. Detailed filing data is available for this year.$4.37$0.29$4.08$1.78$1.62$0.16
2016Detailed filing. Detailed filing data is available for this year.$4.14$0.22$3.92$1.91$1.61$0.30
2015Detailed filing. Detailed filing data is available for this year.$3.84$0.22$3.62$1.97$1.58$0.39
2014Detailed filing. Detailed filing data is available for this year.$3.55$0.32$3.23$1.70$1.36$0.34