Civic Intelligence

Healthy Relationships California

990 • Fiscal year 2013 • EIN 68-0606790

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 23, 2014

1045 Passiflora AvenueOrange, CA 92024

(303) 775-6565

Siviq Scores

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

Liabilities / Assets

90th percentile

0.93x

Higher debt load relative to assets than 90% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

42nd percentile

0.07x

Higher debt load relative to revenue than 42% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

38th percentile

-0.6%

Higher net margin than 38% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

77th percentile

$112,000

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

11th percentile

-11%

Faster asset growth than 11% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Down

$192,443

Down $23,800 (-11%) from 2012

Net Assets

Down

$13,549

Down $16,460 (-55%) from 2012

Liabilities

Down

$178,894

Down $7,340 (-3.9%) from 2012

Revenue

$2,542,443

No earlier filing loaded for comparison.

Expenses

Down

$2,558,259

Down $399,507 (-14%) from 2012

Net Income

-$15,816

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.

$800K$600K$400K$200K$0Assets 2010: $192,157Liabilities 2010: $188,534Net Assets 2010: $3,6232010Assets 2011: $174,936Liabilities 2011: $90,504Net Assets 2011: $84,4322011Assets 2012: $216,243Liabilities 2012: $186,234Net Assets 2012: $30,0092012Assets 2013: $192,443Liabilities 2013: $178,894Net Assets 2013: $13,5492013Assets 2014: $267,913Liabilities 2014: $196,085Net Assets 2014: $71,8282014Assets 2015: $162,841Liabilities 2015: $8,807Net Assets 2015: $154,0342015Assets 2016: $141,190Liabilities 2016: $22,453Net Assets 2016: $118,7372016Assets 2017: $170,177Liabilities 2017: $24,532Net Assets 2017: $145,6452017Assets 2018: $232,760Liabilities 2018: $113,242Net Assets 2018: $119,5182018Assets 2019: $159,894Liabilities 2019: $91,158Net Assets 2019: $68,7362019Assets 2020: $143,925Liabilities 2020: $125,756Net Assets 2020: $18,1692020Assets 2021: $220,888Liabilities 2021: $152,328Net Assets 2021: $68,5602021Assets 2022: $644,618Liabilities 2022: $326,213Net Assets 2022: $318,4052022Assets 2023: $266,942Liabilities 2023: $209,222Net Assets 2023: $57,7202023Assets 2024: $385,554Liabilities 2024: $210,980Net Assets 2024: $174,5742024

Highlighted filing

2013

Assets$192,443
Liabilities$178,894
Net Assets$13,549

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $3,167,0362010Expenses 2011: $2,897,5042011Expenses 2012: $2,957,7662012Revenue 2013: $2,542,443Expenses 2013: $2,558,259Net Income 2013: -$15,8162013Revenue 2014: $2,828,616Expenses 2014: $2,770,337Net Income 2014: $58,2792014Revenue 2015: $1,802,374Expenses 2015: $1,630,464Net Income 2015: $171,9102015Revenue 2016: $1,031,447Expenses 2016: $989,884Net Income 2016: $41,5632016Revenue 2017: $1,202,672Expenses 2017: $1,179,048Net Income 2017: $23,6242017Revenue 2018: $1,703,068Expenses 2018: $1,660,465Net Income 2018: $42,6032018Revenue 2019: $1,269,420Expenses 2019: $1,320,202Net Income 2019: -$50,7822019Revenue 2020: $1,028,282Expenses 2020: $1,105,731Net Income 2020: -$77,4492020Revenue 2021: $2,306,889Expenses 2021: $2,256,549Net Income 2021: $50,3402021Revenue 2022: $3,558,069Expenses 2022: $3,311,097Net Income 2022: $246,9722022Revenue 2023: $3,563,449Expenses 2023: $3,824,134Net Income 2023: -$260,6852023Revenue 2024: $3,253,008Expenses 2024: $3,136,110Net Income 2024: $116,8982024

Highlighted filing

2013

Revenue$2,542,443
Expenses$2,558,259
Net Income-$15,816
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 23, 2014
Return Version
2013v3.1
Gross Receipts
$2,542,443
Mission and Program Overview

Mission

Healthy relationships california works to improve the well-being of children by strengthening the relationship of parents by participating in marriage education and relationship skill classes.

Healthy relationships california operates a federally funded project to, through its network of partnering organizations, provide and promote marriage education classes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$66,655$88,238▲ $21,583
Investments Program Related$79,000$79,000→ $0
Prepaid Expenses and Deferred Charges$26,080$15,325▼ $10,755
Accounts Receivable$24,947$5,309▼ $19,638
Inventories for Sale or Use$4,561$4,571▲ $10
Total Assets$216,243$192,443▼ $23,800
Other Assets Total$15,000--
Liabilities
Accounts Payable and Accrued Expenses$171,515$170,779▼ $736
Other Liabilities$14,719$8,115▼ $6,604
Total Liabilities$186,234$178,894▼ $7,340
Net Assets / Fund Balance
Unrestricted Net Assets$30,009$13,549▼ $16,460
Total Net Assets Fund Balance$30,009$13,549▼ $16,460
Total Liabilities and Net Assets / Fund Balance$216,243$192,443▼ $23,800

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$79,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Patty HowellPresidentFT$112,000$112,000

Board Members and Trustees

NameTitle
Dennis StoicaChair
Harville HendrixDirector
Maggie RussellTreasurer/Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,536,511
Program Service Revenue
$549
Investment Income
$0
Other Revenue
$5,383
All Other Contributions
$17,286
Change in Net Assets
$-15,816
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,651,486
Salaries, Compensation, and Employee Benefits$906,773
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$426,427$219,674-$646,101
Current Officers, Directors, Trustees, and Key Employees$73,196$37,707-$110,903
Office Expenses$69,689$35,900-$105,589
Other Employee Benefits$48,226$24,844-$73,070
Payroll Taxes$39,164$20,175-$59,339
Travel$21,142$10,891-$32,033
Conferences and Meetings-$22,242-$22,242
Other Expenses$13,888$7,155-$21,043
Fees for Services Accounting-$20,895-$20,895
Pension Plan Contributions$11,458$5,902-$17,360
Insurance$2,813--$2,813
Total Functional Expenses$2,061,228$497,031$0$2,558,259
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
Federal income taxes$6,260
Wells Fargo Credit Line$1,294
Deposits$561
Payroll Taxes Due-
Credit Cards-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B

Electronic copies of all tax filings are provided to the governing board prior to filing

Form 990, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

EIN
68-0606790

Signing Officer

Name
Patty Howell
Title
President
Signed
2014-09-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patty Howell
Formed
2005
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
22

Preparer

Preparer
Ariel Kagan
Phone
6198785779
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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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IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueProgramRltdAmt079000
IRS990ScheduleD/TotalLiabilityAmt08115
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ELECTRONIC COPIES OF ALL TAX FILINGS ARE PROVIDED TO THE GOVERNING BOARD PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0216243
IRS990/TotalAssetsEOYAmt0192443
IRS990/TotalAssetsGrp/BOYAmt0216243
IRS990/TotalAssetsGrp/EOYAmt0192443
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02536511
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0497031
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02061228
IRS990/TotalFunctionalExpensesGrp/TotalAmt02558259
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0186234
IRS990/TotalLiabilitiesEOYAmt0178894
IRS990/TotalLiabilitiesGrp/BOYAmt0186234
IRS990/TotalLiabilitiesGrp/EOYAmt0178894
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt030009
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013549
IRS990/TotalProgramServiceExpensesAmt02061228
IRS990/TotalProgramServiceRevenueAmt0549
IRS990/TotalReportableCompFromOrgAmt0112000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0549
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02542443
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0216243
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0192443
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt010891
IRS990/TravelGrp/ProgramServicesAmt021142
IRS990/TravelGrp/TotalAmt032033
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt030009
IRS990/UnrestrictedNetAssetsGrp/EOYAmt013549
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101045 Passiflora Ave
IRS990/USAddress/City0Encinitas
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode092024
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.RELATIONSHIPSCA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patty Howell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10HEALTHY RELATIONSHIPS CALIFORNIA
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0680606790
ReturnHeader/Filer/USAddress/AddressLine101045 PASSIFLORA AVENUE
ReturnHeader/Filer/USAddress/City0LEUCADIA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092024
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Kagan and Associates CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1010763 Woodside Ave Ste B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Santee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092071
ReturnHeader/PreparerPersonGrp/PhoneNum06198785779
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ariel Kagan
ReturnHeader/ReturnTs02014-09-23T02:45:21-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.21$0.17$3.25$3.14$0.12
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.21$0.06$3.56$3.82$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.33$0.32$3.56$3.31$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.15$0.07$2.31$2.26$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.13$0.02$1.03$1.11$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.09$0.07$1.27$1.32$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.11$0.12$1.70$1.66$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.02$0.15$1.20$1.18$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.02$0.12$1.03$0.99$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.01$0.15$1.80$1.63$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.20$0.07$2.83$2.77$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.19$0.18$0.01$2.54$2.56$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.19$0.03$2.96
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.09$0.08$2.90
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.19$0.00$3.17
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits