Civic Intelligence

San Joaquin Human Resource Assoc

990EZ • Fiscal year 2019 • EIN 68-0590384

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

2972 W Swain Rd Pmb 115Stockton, CA 95219

(209) 609-5475

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.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

95th percentile

41%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

86th percentile

33%

Faster asset growth than 86% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

28th percentile

-9.9%

Faster revenue growth than 28% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$127,590

Up $31,971 (+33%) from 2018

Net Assets

Up

$127,590

Up $31,971 (+33%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$75,746

Down $8,338 (-9.9%) from 2018

Expenses

Up

$44,688

Up $574 (+1.3%) from 2018

Net Income

Down

$31,058

Down $8,912 (-22%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$127,590
Liabilities$0
Net Assets$127,590

Operations Trend

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

2019

Revenue$75,746
Expenses$44,688
Net Income$31,058
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$75,746
Mission and Program Overview

Mission

Provide education for hr professionals

Program Services

DescriptionGrantsExpenses
EDUCATION AND PROFESSIONAL DEVELOPMENT FOR MEMBERS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA FERMINPresident-$0--
PATTI BLOSSERVP Finance-$0--
DESIRAE MATISONPresident Elect-$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
Linda Fermin
Title
President
Phone
8447886882
Signed
2020-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Michael Ridgway Tax Consultant
Address
P O 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 27,241SPECIAL EVENT MEMBER PREREGISTER 23,529SPECIAL EVENTS SPONSORS EXHIBITORS 15,325OTHER INCOME 1,258SERVICES 2,212MEMBER WALK IN 349

List of grants and similar amounts paid Part I line 10

Activity SCHOLARSHIPS Grantee VARIOUS Street VARIOUS City, State, Zip Stockton, CA 95219Relationship STUDENTS Amount 1,100Activity GRANT Grantee SAN JOAQUIN COUNTY OFFICE OF ED Street 2922 TRANSWORLD DR City, State, Zip Stockton, CA 95206Amount 4,000

Description of other expenses Part I line 16

Description AmountCONFERENCE,CONVENTION,MEETINGS 13,879OTHER EXPENSES 160GENERAL AND ADMIN 2,093SHRM LEARNING SYSTEM 933BANK FEES 1,975ADVERTISING/MARKETING 3,838SHRM FOUNDATION AWARD 718STAFF DEVELOPMENT 5,716TRAVEL AND MEETINGS 10,276

Description of other assets Part II line 24

Category Beginning of Year End of YearDESIGNATED FUND-SCHOLARSHIPS 9,073 6,000F&M SAVINGS CORRECTION 913 0

Raw XML Appendix123 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/PersonNm0LINDA FERMIN
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/PhoneNum02096095475
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02972 W SWAIN RD PMB 115
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095219
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086546
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0121590
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05581
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt031058
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt096532
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0127590
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05100
IRS990EZ/GrossReceiptsAmt075746
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0251
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt096532
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0127590
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt096532
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0127590
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/PersonNm0LINDA FERMIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATTI BLOSSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DESIRAE MATISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT ELECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09986
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06000
IRS990EZ/OtherExpensesTotalAmt039588
IRS990EZ/OtherRevenueTotalAmt069914
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/TotalExpensesAmt044688
IRS990EZ/TotalRevenueAmt075746
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SJHRA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPROGRAMS 27,241SPECIAL EVENT MEMBER PREREGISTER 23,529SPECIAL EVENTS SPONSORS EXHIBITORS 15,325OTHER INCOME 1,258SERVICES 2,212MEMBER WALK IN 349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity SCHOLARSHIPS Grantee VARIOUS Street VARIOUS City, State, Zip Stockton, CA 95219Relationship STUDENTS Amount 1,100Activity GRANT Grantee SAN JOAQUIN COUNTY OFFICE OF ED Street 2922 TRANSWORLD DR City, State, Zip Stockton, CA 95206Amount 4,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountCONFERENCE,CONVENTION,MEETINGS 13,879OTHER EXPENSES 160GENERAL AND ADMIN 2,093SHRM LEARNING SYSTEM 933BANK FEES 1,975ADVERTISING/MARKETING 3,838SHRM FOUNDATION AWARD 718STAFF DEVELOPMENT 5,716TRAVEL AND MEETINGS 10,276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearDESIGNATED FUND-SCHOLARSHIPS 9,073 6,000F&M SAVINGS CORRECTION 913 0
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA FERMIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08447886882
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
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/FederalOriginalSubmissionId07763022020314sk5jsbe
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.121.80.88
ReturnHeader/FilingSecurityInformation/IPDt02020-11-09
ReturnHeader/FilingSecurityInformation/IPTm011:11:20
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael Ridgway Tax Consultant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 1320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Selma
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093662
ReturnHeader/PreparerPersonGrp/PhoneNum05598910907
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Ridgway EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-09T11:09:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings