Civic Intelligence

San Joaquin Human Resource Assoc

990EZ • Fiscal year 2017 • EIN 68-0590384

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileWWW.SJHRA.ORG
2972 W Swain Rd Pmb 115Stockton, CA 95219

(844) 788-6882

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

87th percentile

23%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

87th percentile

37%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-2.9%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$55,015

Up $14,866 (+37%) from 2016

Net Assets

Up

$55,015

Up $14,866 (+37%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin87th percentile

Revenue

Down

$63,988

Down $1,905 (-2.9%) from 2016

Expenses

Down

$49,122

Down $46,662 (-49%) from 2016

Net Income

Up

$14,866

Up $44,757 (+150%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$200K$150K$100K$50K$0Assets 2011: $45,989Liabilities 2011: $0Net Assets 2011: $45,9892011Assets 2012: $67,469Liabilities 2012: $0Net Assets 2012: $67,4692012Assets 2013: $55,941Liabilities 2013: $0Net Assets 2013: $55,9412013Assets 2014: $66,549Liabilities 2014: $0Net Assets 2014: $66,5492014Assets 2015: $63,669Liabilities 2015: $0Net Assets 2015: $63,6692015Assets 2016: $40,149Liabilities 2016: $0Net Assets 2016: $40,1492016Assets 2017: $55,015Liabilities 2017: $0Net Assets 2017: $55,0152017Assets 2018: $95,619Liabilities 2018: $0Net Assets 2018: $95,6192018Assets 2019: $127,590Liabilities 2019: $0Net Assets 2019: $127,5902019Assets 2021: $151,963Liabilities 2021: $0Net Assets 2021: $151,9632021Assets 2023: $164,055Liabilities 2023: $0Net Assets 2023: $164,0552023Assets 2024: $163,870Liabilities 2024: $0Net Assets 2024: $163,8702024

Highlighted filing

2017

Assets$55,015
Liabilities$0
Net Assets$55,015
Open 2017 Filing

Operations Trend

Revenue Growth41st percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $69,943Expenses 2011: $74,032Net Income 2011: -$4,0892011Revenue 2012: $69,021Expenses 2012: $47,541Net Income 2012: $21,4802012Revenue 2013: $65,208Expenses 2013: $76,736Net Income 2013: -$11,5282013Revenue 2014: $69,383Expenses 2014: $58,775Net Income 2014: $10,6082014Revenue 2015: $65,735Expenses 2015: $68,615Net Income 2015: -$2,8802015Revenue 2016: $65,893Expenses 2016: $95,784Net Income 2016: -$29,8912016Revenue 2017: $63,988Expenses 2017: $49,122Net Income 2017: $14,8662017Revenue 2018: $84,084Expenses 2018: $44,114Net Income 2018: $39,9702018Revenue 2019: $75,746Expenses 2019: $44,688Net Income 2019: $31,0582019Revenue 2021: $55,734Expenses 2021: $18,575Net Income 2021: $37,1592021Revenue 2023: $78,386Expenses 2023: $59,707Net Income 2023: $18,6792023Revenue 2024: $100,706Expenses 2024: $100,891Net Income 2024: -$1852024

Highlighted filing

2017

Revenue$63,988
Expenses$49,122
Net Income$14,866
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$63,988
Mission and Program Overview

Mission

Provide education for hr professionals

Program Services

DescriptionGrantsExpenses
EDUCATION AND PROFESSIONAL DEVELOPMENT FOR MEMBERS--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRISH SMITHPresident-$0--
PATTI BLOSSERVP Finance-$0--
DESIRAE MATISONVP Communications-$0--
Filing and Contact Details

Filer

Filer Name
San Joaquin Human Resource Assoc
EIN
68-0590384
Address
2972 W SWAIN RD PMB 115, STOCKTON, CA 95219

Signing Officer

Name
Patti Blosser
Title
VP Finance
Phone
8447886882
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Michael E Ridgway Tax Consultant
Address
PO Box 1320, Selma, CA 93662
Preparer
Michael Ridgway EA
Phone
5598910907
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountprograms 20,454special event member preregister 24,595other program income 9,734”

List of grants and similar amounts paid Part I line 10

“Activity student grants and scholarships grantee various street various city, state, zip stockton, ca 95201relationship non related amount 833”

Description of other expenses Part I line 16

“Description amountconference,convention,meetings 6,458general and admin 10,702shrm learning system 2,749facilitator stipend 2,400outside services 1,950advertising/marketing 6,311insurance 73staff development 5,846travel and meetings 11,800”

Description of other assets Part II line 24

“Category beginning of year end of yeardesignated fund-scholarships 8,335 8,335”

Raw XML Appendix124 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0TRISH SMITH
CompensationExplanation/CompensationExplanationGrp/PersonNm1PATTI BLOSSER
CompensationExplanation/CompensationExplanationGrp/PersonNm2DESIRAE MATISON
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0NO COMPENSATION RECEIVED
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1NO COMPENSATION RECEIVED
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2NO COMPENSATION RECEIVED
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PATTI BLOSSER
IRS990EZ/BooksInCareOfDetail/PhoneNum08447886882
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02972 W SWAIN RD PMB 115
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095219
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031814
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046680
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06815
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014866
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040149
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055015
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0833
IRS990EZ/GrossReceiptsAmt063988
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt015
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02375
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040149
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055015
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040149
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRISH SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATTI BLOSSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DESIRAE MATISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP COMMUNICATIONS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08335
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08335
IRS990EZ/OtherExpensesTotalAmt048289
IRS990EZ/OtherRevenueTotalAmt054783
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATION FOR HR PROFESSIONALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION AND PROFESSIONAL DEVELOPMENT FOR MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049122
IRS990EZ/TotalRevenueAmt063988
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SJHRA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPROGRAMS 20,454SPECIAL EVENT MEMBER PREREGISTER 24,595OTHER PROGRAM INCOME 9,734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY STUDENT GRANTS AND SCHOLARSHIPS GRANTEE VARIOUS STREET VARIOUS CITY, STATE, ZIP STOCKTON, CA 95201RELATIONSHIP NON RELATED AMOUNT 833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTCONFERENCE,CONVENTION,MEETINGS 6,458GENERAL AND ADMIN 10,702SHRM LEARNING SYSTEM 2,749FACILITATOR STIPEND 2,400OUTSIDE SERVICES 1,950ADVERTISING/MARKETING 6,311INSURANCE 73STAFF DEVELOPMENT 5,846TRAVEL AND MEETINGS 11,800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARDESIGNATED FUND-SCHOLARSHIPS 8,335 8,335
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATTI BLOSSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum08447886882
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN JOAQUIN HUMAN RESOURCE ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0680590384
ReturnHeader/Filer/USAddress/AddressLine1Txt02972 W SWAIN RD PMB 115
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095219
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EC933CD15603D56977B8AA6CDB0DB60AEB7C2E3D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EC933CD15603D56977B8AA6CDB0DB60AEB7C2E3D
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07763022018319oi1a2vn
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.122.245.132
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTm017:02:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770415857
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael E Ridgway Tax Consultant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Selma
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093662
ReturnHeader/PreparerPersonGrp/PhoneNum05598910907
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Ridgway EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T17:01:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,015
Liabilities
$0
Net assets
$55,015
Revenue
$63,988
Expenses
$49,122
Net income
$14,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$1.01$1.01$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.78$0.60$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.56$0.19$0.37
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.76$0.45$0.31
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.84$0.44$0.40
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.64$0.49$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.66$0.96$0.30
2015Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.66$0.69$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.69$0.59$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.65$0.77$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.69$0.48$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$0.70$0.74$0.04