Civic Intelligence

Healthy Relationships California

990 • Fiscal year 2016 • EIN 68-0606790

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 16, 2017

1045 Passiflora AvenueLeucadia, CA 92024

(303) 775-6565

Siviq Scores

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

Liabilities / Assets

58th percentile

0.16x

Higher debt load relative to assets than 58% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.02x

Higher debt load relative to revenue than 26% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

56th percentile

4.0%

Higher net margin than 56% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

72nd percentile

$108,075

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

10th percentile

-13%

Faster asset growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-43%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$141,190

Down $21,651 (-13%) from 2015

Net Assets

Down

$118,737

Down $35,297 (-23%) from 2015

Liabilities

Up

$22,453

Up $13,646 (+155%) from 2015

Revenue

Down

$1,031,447

Down $770,927 (-43%) from 2015

Expenses

Down

$989,884

Down $640,580 (-39%) from 2015

Net Income

Down

$41,563

Down $130,347 (-76%) from 2015

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

2016

Assets$141,190
Liabilities$22,453
Net Assets$118,737

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

2016

Revenue$1,031,447
Expenses$989,884
Net Income$41,563
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 16, 2017
Return Version
2016v3.0
Gross Receipts
$1,031,447
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$118,270$106,990▼ $11,280
Accounts Receivable$22,494$34,200▲ $11,706
Inventories for Sale or Use$4,571--
Total Assets$145,335$141,190▼ $4,145
Liabilities
Accounts Payable and Accrued Expenses$73,750$22,453▼ $51,297
Total Liabilities$73,750$22,453▼ $51,297
Net Assets / Fund Balance
Unrestricted Net Assets$71,585$118,737▲ $47,152
Total Net Assets Fund Balance$71,585$118,737▲ $47,152
Total Liabilities and Net Assets / Fund Balance$145,335$141,190▼ $4,145
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Patty HowellPresidentFT$108,075$108,075

Board Members and Trustees

NameTitle
Dennis StoicaChair
Harville HendrixDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$999,633
Program Service Revenue
$31,814
Investment Income
$0
Other Revenue
$0
All Other Contributions
$17,000
Change in Net Assets
$41,563
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$659,170
Other Expenses$330,714
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$293,006$32,556-$325,562
Current Officers, Directors, Trustees, and Key Employees$188,754$20,973-$209,727
Other Employee Benefits$49,995$5,555-$55,550
Payroll Taxes$47,276$5,253-$52,529
Other Expenses$11,784$9,839-$21,623
Travel$16,369$1,959-$18,328
Pension Plan Contributions$14,222$1,580-$15,802
Office Expenses$13,188$1,465-$14,653
Conferences and Meetings$9,679$1,076-$10,755
All Other Expenses$7,057--$7,057
Insurance-$3,159-$3,159
Fees for Services Accounting-$3,062-$3,062
Total Functional Expenses$888,754$101,130$0$989,884
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-
Misc-
Deposits-
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

Filer Name
Healthy Relationships California
EIN
68-0606790
Address
1045 PASSIFLORA AVENUE, LEUCADIA, CA 92024

Signing Officer

Name
Patty Howell
Title
President
Signed
2017-11-16
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
23

Preparer

Firm
Kagan and Associates CPAs
Address
10763 Woodside Ave Ste B, Santee, CA 92071
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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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt073750
IRS990/TotalLiabilitiesEOYAmt022453
IRS990/TotalLiabilitiesGrp/BOYAmt073750
IRS990/TotalLiabilitiesGrp/EOYAmt022453
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt071585
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0118737
IRS990/TotalProgramServiceExpensesAmt0888754
IRS990/TotalProgramServiceRevenueAmt031814
IRS990/TotalReportableCompFromOrgAmt0108075
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt031814
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01031447
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0145335
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0141190
IRS990/TravelGrp/ManagementAndGeneralAmt01959
IRS990/TravelGrp/ProgramServicesAmt016369
IRS990/TravelGrp/TotalAmt018328
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt071585
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0118737
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01045 Passiflora Ave
IRS990/USAddress/CityNm0Encinitas
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092024
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.RELATIONSHIPSCA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patty Howell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALTHY RELATIONSHIPS CALIFORNIA
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0680606790
ReturnHeader/Filer/USAddress/AddressLine1Txt01045 PASSIFLORA AVENUE
ReturnHeader/Filer/USAddress/CityNm0LEUCADIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092024
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09BC4B7EDD2F519C7AA67F4325586FEF699A13789
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09BC4B7EDD2F519C7AA67F4325586FEF699A13789
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.166.87.197
ReturnHeader/FilingSecurityInformation/IPDt02017-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:51:48
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kagan and Associates CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010763 Woodside Ave Ste B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092071
ReturnHeader/PreparerPersonGrp/PhoneNum06198785779
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ariel Kagan
ReturnHeader/ReturnTs02017-11-16T05:15:26-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
2016Detailed filing. Detailed filing data is available for this year.$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