Civic Intelligence

Heathcare Information and Management Systems Society - No California Chapter

990EZ • Fiscal year 2020 • EIN 36-4432103

Jul 01, 2019 to Jun 30, 2020 • Filed on May 06, 2021

Organization ProfileN/A
19131 Crest AvenueCastro Valley, CA 94546

(510) 701-5212

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

9th percentile

-61%

Higher net margin than 9% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

17th percentile

-20%

Faster asset growth than 17% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-47%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$142,693

Down $36,724 (-20%) from 2019

Net Assets

Down

$142,693

Down $36,724 (-20%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin9th percentile

Revenue

Down

$60,429

Down $53,973 (-47%) from 2019

Expenses

Up

$97,153

Up $11,830 (+14%) from 2019

Net Income

Down

-$36,724

Down $65,803 (-226%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$200K$150K$100K$50K$0Assets 2012: $172,490Liabilities 2012: $0Net Assets 2012: $172,4902012Assets 2019: $179,417Liabilities 2019: $0Net Assets 2019: $179,4172019Assets 2020: $142,693Liabilities 2020: $0Net Assets 2020: $142,6932020Assets 2021: $146,306Liabilities 2021: $0Net Assets 2021: $146,3062021Assets 2022: $170,287Liabilities 2022: $0Net Assets 2022: $170,2872022Assets 2023: $153,077Liabilities 2023: $0Net Assets 2023: $153,0772023Assets 2025: $171,648Liabilities 2025: $0Net Assets 2025: $171,6482025

Highlighted filing

2020

Assets$142,693
Liabilities$0
Net Assets$142,693
Open 2020 Filing

Operations Trend

Revenue Growth23rd percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $88,846Expenses 2012: $61,433Net Income 2012: $27,4132012Revenue 2019: $114,402Expenses 2019: $85,323Net Income 2019: $29,0792019Revenue 2020: $60,429Expenses 2020: $97,153Net Income 2020: -$36,7242020Revenue 2021: $18,078Expenses 2021: $14,465Net Income 2021: $3,6132021Revenue 2022: $51,163Expenses 2022: $27,182Net Income 2022: $23,9812022Revenue 2023: $13,966Expenses 2023: $31,176Net Income 2023: -$17,2102023Revenue 2025: $52,380Expenses 2025: $47,675Net Income 2025: $4,7052025

Highlighted filing

2020

Revenue$60,429
Expenses$97,153
Net Income-$36,724
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 6, 2021
Return Version
2019v5.2
Gross Receipts
$60,429
Mission and Program Overview

Mission

Bringing healthcare professionals together in meetings and educational conferences to promote the exchange of ideas and information.

Program Services

DescriptionGrantsExpenses
OUR PURPOSE IS TO BRING HEALTH CARE PROFESSIONALS TOGETHER TO PROMOTE THE EXCHANGE OF EXPERIENCES AND KNOWLEDGE AMOUNG COLLEAGUES, AND TO ASSIST MEMBERS IN THEIR PROFESSIONAL GROWTH TO IMPROVE PATIENT CARE.$0$78,778
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER BENDFELDTPresident-$0--
JEFF HAWLEYTreasurer-$0--
LAUREN MOCKSecretary-$0--
BRIDGET BURKEPresident - Elect-$0--
SOFIA CHANCEYEducation Chair-$0--
MICHELLE HEIMANNSponsorship Chair-$0--
NANCY HALLAdvocacy Chair-$0--
CHARMYDEVINE BEANEMembership Chair-$0--
NIK TEHRANIMember-$0--
LIZ KEARNEYPrograms Chair-$0--
LORI SCHULMANMarketing Chair-$0--
JASON JOHNSONPast President-$0--
Filing and Contact Details

Filer

Filer Name
Heathcare Information and Management
EIN
36-4432103
Phone
5107015212
Address
19131 CREST AVENUE, CASTRO VALLEY, CA 94546

Signing Officer

Name
Jeff Hawley
Title
Treasurer
Phone
5107015212
Signed
2021-05-06
Discuss with paid preparer
Yes

Preparer

Firm
HENSIEK & CARON CPA'S
Address
650 SIERRA MADRE VILLA 303, PASADENA, CA 91107
Preparer
Susan Caron
Phone
6267929988
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest income. Amount: 37.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: program expenses. Amount: 78,778. Description: office. Amount: 5,321. Description: merchant fees. Amount: 2,279. Description: insurance. Amount: 1,475. Total to form 990-ez, line 16: 87,853.”

Raw XML Appendix162 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JEFF HAWLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum05107015212
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt019131 CREST AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CASTRO VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094546
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0179417
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0142693
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt035500
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-36724
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09300
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0179417
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0142693
IRS990EZ/GrossReceiptsAmt060429
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt015597
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0179417
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0142693
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0179417
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0142693
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER BENDFELDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFF HAWLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAUREN MOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIDGET BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SOFIA CHANCEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELLE HEIMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NANCY HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHARMYDEVINE BEANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NIK TEHRANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LIZ KEARNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10LORI SCHULMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JASON JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT - ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EDUCATION CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SPONSORSHIP CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ADVOCACY CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBERSHIP CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PROGRAMS CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10MARKETING CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PAST PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt087853
IRS990EZ/OtherRevenueTotalAmt037
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0BRINGING HEALTHCARE PROFESSIONALS TOGETHER IN MEETINGS AND EDUCATIONAL CONFERENCES TO PROMOTE THE EXCHANGE OF IDEAS AND INFORMATION.
IRS990EZ/ProgramServiceRevenueAmt09295
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OUR PURPOSE IS TO BRING HEALTH CARE PROFESSIONALS TOGETHER TO PROMOTE THE EXCHANGE OF EXPERIENCES AND KNOWLEDGE AMOUNG COLLEAGUES, AND TO ASSIST MEMBERS IN THEIR PROFESSIONAL GROWTH TO IMPROVE PATIENT CARE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt078778
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt097153
IRS990EZ/TotalProgramServiceExpensesAmt078778
IRS990EZ/TotalRevenueAmt060429
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 37.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 78,778. DESCRIPTION: OFFICE. AMOUNT: 5,321. DESCRIPTION: MERCHANT FEES. AMOUNT: 2,279. DESCRIPTION: INSURANCE. AMOUNT: 1,475. TOTAL TO FORM 990-EZ, LINE 16: 87,853.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF HAWLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05107015212
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEATHCARE INFORMATION AND MANAGEMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SYSTEMS SOCIETY - NO CALIFORNIA CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0HEAT
ReturnHeader/Filer/EIN0364432103
ReturnHeader/Filer/PhoneNum05107015212
ReturnHeader/Filer/USAddress/AddressLine1Txt019131 CREST AVENUE
ReturnHeader/Filer/USAddress/CityNm0CASTRO VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094546
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954611603
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENSIEK & CARON CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0650 SIERRA MADRE VILLA 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091107
ReturnHeader/PreparerPersonGrp/PhoneNum06267929988
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN CARON
ReturnHeader/ReturnTs02021-05-06T09:31:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$142,693
Liabilities
$0
Net assets
$142,693
Revenue
$60,429
Expenses
$97,153
Net income
-$36,724
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.52$0.48$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.14$0.31$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.51$0.27$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.18$0.14$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.60$0.97$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$1.14$0.85$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.00$1.72$0.89$0.61$0.27