Civic Intelligence

Csha Graduate Student Scholarship Foundation

990 • Fiscal year 2022 • EIN 45-3360913

Jul 01, 2021 to Jun 30, 2022 • Filed on May 13, 2023

825 University AvenueSacramento, CA 95825

(916) 921-1568

Siviq Scores

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

Liabilities / Assets

66th percentile

0.09x

Higher debt load relative to assets than 66% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

53rd percentile

0.03x

Higher debt load relative to revenue than 53% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

64th percentile

15%

Higher net margin than 64% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

95th percentile

$168,574

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 26.4% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

91st percentile

82%

Faster asset growth than 91% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

100th percentile

7745%

Faster revenue growth than 100% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Up

$200,522

Up $90,096 (+82%) from 2021

Net Assets

Up

$182,343

Up $94,985 (+109%) from 2021

Liabilities

Down

$18,179

Down $4,889 (-21%) from 2021

Revenue

Up

$639,328

Up $631,178 (+7745%) from 2021

Expenses

Up

$544,343

Up $543,941 (+135309%) from 2021

Net Income

Up

$94,985

Up $87,237 (+1126%) from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $0Liabilities 2012: $8,7392012Assets 2013: $3,094Liabilities 2013: $8,3002013Assets 2014: $2,215Liabilities 2014: $9,1252014Assets 2021: $110,426Liabilities 2021: $23,068Net Assets 2021: $87,3582021Assets 2022: $200,522Liabilities 2022: $18,179Net Assets 2022: $182,3432022Assets 2023: $162,099Liabilities 2023: $388Net Assets 2023: $161,7112023Assets 2024: $223,745Liabilities 2024: $79,097Net Assets 2024: $144,6482024

Highlighted filing

2022

Assets$200,522
Liabilities$18,179
Net Assets$182,343

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2012: $15,150Expenses 2012: $23,889Net Income 2012: -$8,7392012Revenue 2013: $13,042Expenses 2013: $9,509Net Income 2013: $3,5332013Revenue 2014: $12,068Expenses 2014: $13,772Net Income 2014: -$1,7042014Revenue 2021: $8,150Expenses 2021: $402Net Income 2021: $7,7482021Revenue 2022: $639,328Expenses 2022: $544,343Net Income 2022: $94,9852022Revenue 2023: $2,370Expenses 2023: $23,002Net Income 2023: -$20,6322023Revenue 2024: $2,183Expenses 2024: $19,246Net Income 2024: -$17,0632024

Highlighted filing

2022

Revenue$639,328
Expenses$544,343
Net Income$94,985
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 13, 2023
Return Version
2021v4.2
Gross Receipts
$639,328
Mission and Program Overview

Mission

Provide scholarship funds for qualifying csha student members who are pursuing a graduate degree in the fields of speech-language pathology, communication sciences and disorders, communicative disorders, and audiology.

To provide scholarship funds for qualifying csha student members who are pursuing a graduate degree in the fields of speech-language pathology, communication sciences and disorders, communicative disorders, and audiology. As well as hosting the annual convention also known as convergence which provides continuing professional development credits for speech-language pathologists and audiologists as required by the california speech-language pathology and audiology and hearing aid dispensers board.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$89,176$200,522▲ $111,346
Total Assets$110,426$200,522▲ $90,096
Other Assets Total$21,250$0▼ $21,250
Liabilities
Other Liabilities$22,750$17,313▼ $5,437
Accounts Payable and Accrued Expenses$318$866▲ $548
Total Liabilities$23,068$18,179▼ $4,889
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$87,358$126,606▲ $39,248
Net Assets With Donor Restrictions$0$55,737▲ $55,737
Total Net Assets Fund Balance$87,358$182,343▲ $94,985
Total Liabilities and Net Assets / Fund Balance$110,426$200,522▲ $90,096
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michele LinaresCshaf Chair
Raquel NarainPast Chair
Brian LewisExecutive Director
Anna GuerreroMember
Megan ChaisMember
Norma Lopez-riveraSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,097
Program Service Revenue
$628,231
Investment Income
$0
Other Revenue
$0
All Other Contributions
$11,097
Change in Net Assets
$94,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$540,343
Grants and Similar Amounts Paid$4,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$409,321--$409,321
Other Expenses$82,243$19,292-$101,535
Fees for Services Legal$365$7,297-$7,662
Fees for Services Accounting$5,430$1,274-$6,704
Travel$5,331--$5,331
Advertising$3,812$894-$4,706
Grants to Domestic Individuals$4,000--$4,000
Information Technology$2,516$590-$3,106
Office Expenses$1,603$375-$1,978
Total Functional Expenses$514,621$29,722$0$544,343
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Csha$17,313
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The governance committee has the authority to act on behalf of the board of directors between quarterly board meetings.

Form 990, Part VI, Section B, Line 11B

Form 990 is prepared by a firm of certified public accountants and reviewed by the ceo prior to distribution to the board of directors and filing of the form 990.

Form 990, Part VI, Section B, Line 12C

Board members are required to annually sign the board member/leadership conflict of interest policy (board governing policy 3.5), and conflict of interest is covered each june in our annual governance training for the board.

Form 990, Part VI, Section B, Line 15

The governance committee (board chair, chair-elect, secretary/treasurer and immediate past chair) is designated in board governing policy 4.2 as performing the ceo performance evaluation and compensation review. Last reviewed in 2019.

Form 990, Part VI, Section C, Line 18

AVAILABLE UPON REQUEST.

Form 990, Part VI, Section C, Line 19

These documents are housed at the administrative office and can be reviewed with a formal request made to the executive director.

Filing and Contact Details

Filer

Filer Name
Csha Foundation
EIN
45-3360913
Phone
9169211568
Address
825 UNIVERSITY AVENUE, SACRAMENTO, CA 95825

Signing Officer

Name
Marc Connerly
Title
Executive Advisor
Phone
9169211568
Signed
2023-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marc Connerly
Formed
2015
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
23

Preparer

Firm
Gilbert Cpas
Address
2880 GATEWAY OAKS DR STE 100, SACRAMENTO, CA 95833
Preparer
Amanda H Williams
Phone
9166466464
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

The annual convention was shifted from csha to csha foundation to disseminate current developments in profession, annual meeting of members, and continuing education programs to meet california state licensing board and asha certificate of clinical competence requirements.

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BRIAN LEWIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0168574
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE POLICIES TO ESTABLISH COMPENSATION ARE THE POLICIES PUT IN PLACE BY THE RELATED ORGANIZATION CSHA. THE CSHA FOUNDATION REIMBURSES CSHA FOR EMPLOYEE WAGES THROUGH A SHARED SERVICE COST AGREEMENT.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE J, PART 1, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ANNUAL CONVENTION WAS SHIFTED FROM CSHA TO CSHA FOUNDATION TO DISSEMINATE CURRENT DEVELOPMENTS IN PROFESSION, ANNUAL MEETING OF MEMBERS, AND CONTINUING EDUCATION PROGRAMS TO MEET CALIFORNIA STATE LICENSING BOARD AND ASHA CERTIFICATE OF CLINICAL COMPETENCE REQUIREMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNANCE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS BETWEEN QUARTERLY BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PREPARED BY A FIRM OF CERTIFIED PUBLIC ACCOUNTANTS AND REVIEWED BY THE CEO PRIOR TO DISTRIBUTION TO THE BOARD OF DIRECTORS AND FILING OF THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS ARE REQUIRED TO ANNUALLY SIGN THE BOARD MEMBER/LEADERSHIP CONFLICT OF INTEREST POLICY (BOARD GOVERNING POLICY 3.5), AND CONFLICT OF INTEREST IS COVERED EACH JUNE IN OUR ANNUAL GOVERNANCE TRAINING FOR THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNANCE COMMITTEE (BOARD CHAIR, CHAIR-ELECT, SECRETARY/TREASURER AND IMMEDIATE PAST CHAIR) IS DESIGNATED IN BOARD GOVERNING POLICY 4.2 AS PERFORMING THE CEO PERFORMANCE EVALUATION AND COMPENSATION REVIEW. LAST REVIEWED IN 2019.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THESE DOCUMENTS ARE HOUSED AT THE ADMINISTRATIVE OFFICE AND CAN BE REVIEWED WITH A FORMAL REQUEST MADE TO THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CSHA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CSHA - PAC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0946125447
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1527
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SERVE PROFESSION, MEMBERS, CLIENTS AND COMMUNITY CSHA SERVES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1POLITICAL CONTRIBUTIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0825 UNIVERSITY AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1825 UNIVERSITY AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SACRAMENTO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SACRAMENTO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095825
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd195825
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0101534
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CSHA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0110426
IRS990/TotalAssetsEOYAmt0200522
IRS990/TotalAssetsGrp/BOYAmt0110426
IRS990/TotalAssetsGrp/EOYAmt0200522
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt011097
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029722
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0514621
IRS990/TotalFunctionalExpensesGrp/TotalAmt0544343
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023068
IRS990/TotalLiabilitiesEOYAmt018179
IRS990/TotalLiabilitiesGrp/BOYAmt023068
IRS990/TotalLiabilitiesGrp/EOYAmt018179
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt087358
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0182343
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0514621
IRS990/TotalProgramServiceRevenueAmt0628231
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0628231
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0639328
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt023
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0110426
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0200522
IRS990/TotReportableCompRltdOrgAmt0168574
IRS990/TravelGrp/ProgramServicesAmt05331
IRS990/TravelGrp/TotalAmt05331
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0825 UNIVERSITY AVENUE
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095825
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.CSHA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC CONNERLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09169211568
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CSHA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CSHA

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