Civic Intelligence

The Center for Workforce Health and Performance

EIN 46-3505278 • 501(c)3 • Walnut Creek, CA

Profile

Organization's primary exempt purpose: the specific and primary purpose of thiscorporation is to investigate, understand, and support workforce health and performance, and to carry on other charitable, educational and scientific activities associated with this purpose.

1990 N California Blvd Suite 830Walnut Creek, CA 94596-7261

www.tcwhp.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 2020

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

6th percentile

-238%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

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 2014

Asset Growth

10th percentile

-96%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-92%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $12,658 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $12,658 (-100%) from 2022

Revenue

Down

$50

Down $250 (-83%) from 2022

Expenses

Down

$50

Down $3,250 (-98%) from 2022

Net Income

Up

$0

Up $3,000 (+100%) from 2022

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2014: $9,413Net Assets 2014: $9,4132014Assets 2015: $2,719Net Assets 2015: $2,7192015Assets 2016: $68,157Net Assets 2016: $68,1572016Assets 2017: $42,634Net Assets 2017: $42,6342017Assets 2018: $3,736Net Assets 2018: $3,7362018Assets 2019: $17,940Liabilities 2019: $02019Assets 2020: $718Liabilities 2020: $02020Assets 2021: $15,658Liabilities 2021: $0Net Assets 2021: $15,6582021Assets 2022: $12,658Liabilities 2022: $0Net Assets 2022: $12,6582022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$200K$100K$0-$100KRevenue 2014: $21,224Expenses 2014: $11,911Net Income 2014: $9,3132014Revenue 2015: $66,200Expenses 2015: $72,894Net Income 2015: -$6,6942015Revenue 2016: $179,899Expenses 2016: $114,461Net Income 2016: $65,4382016Revenue 2017: $78,957Expenses 2017: $104,480Net Income 2017: -$25,5232017Revenue 2018: $123,174Expenses 2018: $162,072Net Income 2018: -$38,8982018Revenue 2019: $86,970Expenses 2019: $72,766Net Income 2019: $14,2042019Revenue 2020: $7,248Expenses 2020: $24,470Net Income 2020: -$17,2222020Revenue 2021: $30,076Expenses 2021: $15,136Net Income 2021: $14,9402021Revenue 2022: $300Expenses 2022: $3,300Net Income 2022: -$3,0002022Revenue 2023: $50Expenses 2023: $50Net Income 2023: $02023

Highlighted filing

2023

Revenue$50
Expenses$50
Net Income$0

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 15, 2024
Return Version
2023v5.0
Gross Receipts
$50
Mission and Program Overview

Mission

The specific and primary purpose of this corporation is to investigate, understand and support workforce health and performance, and to carry on other charitable, educational and scientific activities associated with this purpose.

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH ALLERTreasurerPT$0--
DEBRA LERNERBoard Chair-$0--
WAYNE BURTONDirector-$0--
JODI JACOBSON FREYDirector-$0--
KEVIN MEADDirector-$0--
THOMAS PARRYDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Center for Workforce Health and Performance
EIN
46-3505278
Address
1990 N CALIFORNIA BLVD SUITE 830, WALNUT CREEK, CA 94596-7261

Signing Officer

Name
Joseph Aller
Title
Treasurer
Phone
5102700205
Signed
2024-02-15
Discuss with paid preparer
No

Preparer

Firm
Rosso Accountancy Corporation
Address
817 Villa Lane Apt 3, Moraga, CA 94556-1139
Preparer
Randolph J Rosso
Phone
9252862063
Supplemental Narrative

Additional Explanations

General explanation attachment

Form 990-ez, part iii - organizations primary exempt purposeorganizations primary exempt purpose: the specific and primary purpose of this corporation is to investigate, understand and support workforce health and performance. It also carries on other charitable, educational and scientific activities associated with this purpose.form 990-ez, part iii, line 28 - statement of program service accomplishmentsthe center provides research, analysis, commentary and educational opportunities to the public generally, including stakeholders interested in supporting improved workforce health and performance such as community organizations, employers, labor unions, local and state governments, health/wellness including related providers and other interested entities. Form 990-ez, part v - regarding transfers associated with personal benefit contracts(a) did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract no(b) did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract no

Description of other revenue Part I line 8

Description amountreimbursements 50

Description of other expenses Part I line 16

Description amountbank charges 50

Other changes in net assets or fund balances Part I line 20

Description amountcash distribution (12,658)

Raw XML Appendix174 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/TitleTxt1BOARD CHAIR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt0-12658
IRS990EZ/OtherExpensesTotalAmt050
IRS990EZ/OtherRevenueTotalAmt050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE SCHEDULE O
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt050
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TCWHP.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050
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IRS990ScheduleN/AssetsDistributedInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ, PART III - ORGANIZATIONS PRIMARY EXEMPT PURPOSEORGANIZATIONS PRIMARY EXEMPT PURPOSE: THE SPECIFIC AND PRIMARY PURPOSE OF THIS CORPORATION IS TO INVESTIGATE, UNDERSTAND AND SUPPORT WORKFORCE HEALTH AND PERFORMANCE. IT ALSO CARRIES ON OTHER CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES ASSOCIATED WITH THIS PURPOSE.FORM 990-EZ, PART III, LINE 28 - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSTHE CENTER PROVIDES RESEARCH, ANALYSIS, COMMENTARY AND EDUCATIONAL OPPORTUNITIES TO THE PUBLIC GENERALLY, INCLUDING STAKEHOLDERS INTERESTED IN SUPPORTING IMPROVED WORKFORCE HEALTH AND PERFORMANCE SUCH AS COMMUNITY ORGANIZATIONS, EMPLOYERS, LABOR UNIONS, LOCAL AND STATE GOVERNMENTS, HEALTH/WELLNESS INCLUDING RELATED PROVIDERS AND OTHER INTERESTED ENTITIES. FORM 990-EZ, PART V - REGARDING TRANSFERS ASSOCIATED WITH PERSONAL BENEFIT CONTRACTS(A) DID THE ORGANIZATION, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT NO(B) DID THE ORGANIZATION, DURING THE YEAR, PAY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT NO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTREIMBURSEMENTS 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTBANK CHARGES 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION AMOUNTCASH DISTRIBUTION (12,658)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
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ReturnHeader/TaxPeriodBeginDt02023-01-01
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ReturnHeader/TaxYr02023

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