Civic Intelligence

Nautilus Pacific Chapter Cpsp

990 • Fiscal year 2016 • EIN 47-1855434

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 17, 2017

555 Fiesta CtFairfield, CA 94533

(702) 738-0589

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

86th percentile

28%

Higher net margin than 86% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$59,584

No earlier filing loaded for comparison.

Net Assets

$59,584

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$210,836

No earlier filing loaded for comparison.

Expenses

$151,990

No earlier filing loaded for comparison.

Net Income

$58,846

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2016: $59,584Liabilities 2016: $0Net Assets 2016: $59,5842016Assets 2017: $50,088Liabilities 2017: $0Net Assets 2017: $50,0882017Assets 2018: $50,425Liabilities 2018: $0Net Assets 2018: $50,4252018Assets 2019: $47,574Liabilities 2019: $0Net Assets 2019: $47,5742019Assets 2020: $73,973Liabilities 2020: $0Net Assets 2020: $73,9732020Assets 2021: $87,134Net Assets 2021: $87,1342021

Highlighted filing

2016

Assets$59,584
Liabilities$0
Net Assets$59,584

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2016: $210,836Expenses 2016: $151,990Net Income 2016: $58,8462016Revenue 2017: $240,254Expenses 2017: $249,750Net Income 2017: -$9,4962017Revenue 2018: $241,063Expenses 2018: $240,726Net Income 2018: $3372018Revenue 2019: $230,630Expenses 2019: $233,481Net Income 2019: -$2,8512019Revenue 2020: $251,248Expenses 2020: $230,456Net Income 2020: $20,7922020Revenue 2021: $152,626Expenses 2021: $139,465Net Income 2021: $13,1612021

Highlighted filing

2016

Revenue$210,836
Expenses$151,990
Net Income$58,846
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 17, 2017
Return Version
2016v3.0
Gross Receipts
$210,836
Mission and Program Overview

Mission

Support of professional activities of clinical chaplains including training.

Fulfill the functions of a chapter, according to The Standards of the College of Pastoral Supervision and Psychotherapy (CPSP); oversee training programs conducted by members of the chapter, in preparation for or to maintain accreditation; provide ongoing peer review and support for chapter members, leading to recommendation for renewal of certifications (annually). Administer a grant provided by Kaiser Permanente for the training of chaplain residents in clinical chaplaincy at sites in the Napa Solano service area. Encourage participation in CPSP national and regional events; provide leadership for planning these events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$738$59,584▲ $58,846
Cap Stk Tr Prin Current Funds$738$59,584▲ $58,846
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$738$59,584▲ $58,846
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$738$59,584▲ $58,846
Total Liabilities and Net Assets / Fund Balance$738$59,584▲ $58,846
Compensation and Service Providers

Board Members and Trustees

NameTitle
Byron E Luckett JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$203,636
Program Service Revenue
$7,200
Investment Income
$0
Other Revenue
$0
All Other Contributions
$203,321
Change in Net Assets
$58,846
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$144,684
Other Expenses$7,306
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$0--$144,684
Advertising$2,050$0$0$2,050
Office Expenses$1,300$25$0$1,325
Conferences and Meetings$1,216$0$0$1,216
Payments to Affiliates$925$0$0$925
Fees for Services Other$850$0$0$850
Travel$767$0$0$767
Information Technology$130$0$0$130
Other Expenses$0$43$0$43
Total Functional Expenses$7,238$68$0$151,990
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Part VI, Section A, Line 7B

| Class of the Person:, Decisions that require their approval:, Nature of their rights:| All members of the chapter., All decisions require approval of the chapter, as authorized by The Standards of the College of Pastoral Supervision and Psychotherapy., Decisions are made by consensus of the members present (either physically, or participating via Zoom) at stated meetings;|

Part VI, Section A, Line 8B

Decisions are made by consensus during stated meetings of the chapter, or, between meetings, through an exchange of e-mails which develop and document a consensus. There are no committees. Following each meeting, the Convener (the presiding officer) e-mails a summary of activity and any decisions to all chapter members.

Part VI, Section B, Line 11A

The governing body consists of the entirety of the chapter's membership; filing reflects actions already approved, individually, as expenses are submitted for reimbursement. Geographic range of the chapter (Italy-Philippines-Utah-SOuth Carolina-California) makes preview of the form, before submission, impractical.

Part VI, Section B, Line 11B

Form 990 filing will be reviewed at the next stated meeting (May 2017) of the Nautilus Pacific Chapter, CPSP.

Part VI, Section C, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Nautilus Pacific Chapter Cpsp
EIN
47-1855434
In Care Of
% Byron E Luckett Jr
Phone
7027380589
Address
555 Fiesta Ct, Fairfield, CA 94533

Signing Officer

Name
Byron E Luckett Jr
Title
Treasurer
Phone
7027380589
Signed
2017-04-17

Organization Details

Principal Officer
Byron E Luckett Jr
Formed
1994
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
3
Supplemental Narrative

Additional Explanations

Part III, line 2

In March 20216, Kaiser Permanente funded a grant, administered by Nautilus Pacific Chapter, CPSP, to allow one chaplain fellow (who had completed four units of clinical pastoral education) and four chaplain residents (trainees having completed three or fewer units) to train in Napa Solano facilities under a CPSP-certified clinical supervisor. The commitment between KP and Nautilus Pacific provides that these funds be used to provide stipends to trainees, to allow for the development of a more diverse pool of chaplains, reflecting the demographics of the community. Stipended training began 28 Mar 16.

Part III, line 3

Addition of chaplain residents to the existing program in clinical pastoral education (CPE) allowed for expansion of the training cohort to six (from the previous year's low of three, while all trainees worked in a non-paid status); four represented ethnic minorities, while two acknowledged disability status. Announcement of the Kaiser Foundation Hospital at Vallejo as an Innovation Pilot Project (Aug 16) opens the way for these innovations to be implemented region-wide, at the end of May 17.

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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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IRS990/ProgSrvcAccomActy2Grp/Desc0Administer grant funds provided by Kaiser Permanente to facilitate participation in training by a more diverse group (age, gender, ethnicity) that could participate on a volunteer basis.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0130
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Nautilus Pacific Chapter birthed a new chapter in July 16, assuming a "sponsoring" or consulting role, as provided by The Standards; ongoing support for this chapter, which includes former members of Nautilus Pacific, will continue on a formal basis until the chapter meets requirements for certification.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Members of the training groups in Napa Solano and the three Sacramento-area KP service areas signaled an interest, following participation in a regional event, in training in group relations theory. The Chapter responded, authorizing one member to explore with Grex (the west coast affiliate of the A.K. Rice Institute for the Study of Social Systems) offering a group for clinical chaplains (including trainees) and other disciplines in the Northern California area; tentative dates are 11-13 Aug 17.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0356
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IRS990/PYGrantsAndSimilarPaidAmt0823
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt0-101
IRS990/PYProgramServiceRevenueAmt01050
IRS990/PYRevenuesLessExpensesAmt0482
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0823
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01305
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt058846
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RelatedOrganizationsAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ReservesMaintainedAmt00
IRS990/RevenueAmt07200
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0144684
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Clinical pastoral training
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Admission criteria and records maintenance policies for the clinical pastoral training program comply with The Standards of the College of Pastoral Supervision and Psychotherapy (CPSP, and are published; amounts provided to each trainee are reported on IRS Form 1099 to both the individual and the IRS.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1| Type of grant or assistance:, Number of recipients:, How number of recipients was estimated?:| Clinical pastoral training, 7, Per review of personnel or accounting records|
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Part III Column (b)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0In March 20216, Kaiser Permanente funded a grant, administered by Nautilus Pacific Chapter, CPSP, to allow one chaplain fellow (who had completed four units of clinical pastoral education) and four chaplain residents (trainees having completed three or fewer units) to train in Napa Solano facilities under a CPSP-certified clinical supervisor. The commitment between KP and Nautilus Pacific provides that these funds be used to provide stipends to trainees, to allow for the development of a more diverse pool of chaplains, reflecting the demographics of the community. Stipended training began 28 Mar 16.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Addition of chaplain residents to the existing program in clinical pastoral education (CPE) allowed for expansion of the training cohort to six (from the previous year's low of three, while all trainees worked in a non-paid status); four represented ethnic minorities, while two acknowledged disability status. Announcement of the Kaiser Foundation Hospital at Vallejo as an Innovation Pilot Project (Aug 16) opens the way for these innovations to be implemented region-wide, at the end of May 17.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Class of the Person:, Decisions that require their approval:, Nature of their rights:| All members of the chapter., All decisions require approval of the chapter, as authorized by The Standards of the College of Pastoral Supervision and Psychotherapy., Decisions are made by consensus of the members present (either physically, or participating via Zoom) at stated meetings;|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Decisions are made by consensus during stated meetings of the chapter, or, between meetings, through an exchange of e-mails which develop and document a consensus. There are no committees. Following each meeting, the Convener (the presiding officer) e-mails a summary of activity and any decisions to all chapter members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The governing body consists of the entirety of the chapter's membership; filing reflects actions already approved, individually, as expenses are submitted for reimbursement. Geographic range of the chapter (Italy-Philippines-Utah-SOuth Carolina-California) makes preview of the form, before submission, impractical.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Form 990 filing will be reviewed at the next stated meeting (May 2017) of the Nautilus Pacific Chapter, CPSP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6No documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part III, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part VI, Section B, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CPSP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0742920954
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Accrediting training programs; credentialing pastoral supervisors, psychotherapists, and chaplains.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 162 Times Square Station
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0New York
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd010108
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0true
IRS990/SignificantNewProgramSrvcInd0true
IRS990/StateRequiredReservesAmt00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA

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