Civic Intelligence

Healthy Relationships California

990 • Fiscal year 2019 • EIN 68-0606790

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

1045 Passiflora AvenueEncinitas, CA 92024

(760) 436-3960

Siviq Scores

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

Liabilities / Assets

84th percentile

0.57x

Higher debt load relative to assets than 84% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

46th percentile

0.07x

Higher debt load relative to revenue than 46% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

29th percentile

-4.0%

Higher net margin than 29% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

81st percentile

$137,434

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

4th percentile

-31%

Faster asset growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-25%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$159,894

Down $72,866 (-31%) from 2018

Net Assets

Down

$68,736

Down $50,782 (-42%) from 2018

Liabilities

Down

$91,158

Down $22,084 (-20%) from 2018

Revenue

Down

$1,269,420

Down $433,648 (-25%) from 2018

Expenses

Down

$1,320,202

Down $340,263 (-20%) from 2018

Net Income

Down

-$50,782

Down $93,385 (-219%) from 2018

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

2019

Assets$159,894
Liabilities$91,158
Net Assets$68,736

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

2019

Revenue$1,269,420
Expenses$1,320,202
Net Income-$50,782
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$1,269,420
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 works to improve the well-being of children by strengthening the relationship of parents by participating in marriage education and relationship skills classes

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$154,726$98,170▼ $56,556
Accounts Receivable$78,034$61,724▼ $16,310
Total Assets$232,760$159,894▼ $72,866
Liabilities
Accounts Payable and Accrued Expenses$113,242$91,158▼ $22,084
Total Liabilities$113,242$91,158▼ $22,084
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$119,518$68,736▼ $50,782
Total Net Assets Fund Balance$119,518$68,736▼ $50,782
Total Liabilities and Net Assets / Fund Balance$232,760$159,894▼ $72,866
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patty HowellPresidentFT$125,000$12,434$137,434

Board Members and Trustees

NameTitle
Dennis StoicaChair
Harville HendrixDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,267,531
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$1,889
All Other Contributions
$15,000
Change in Net Assets
$-50,782
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,009,777
Other Expenses$310,425
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$708,128$22,880-$731,008
Current Officers, Directors, Trustees, and Key Employees$68,717$68,717-$137,434
Fees for Services Other$78,312--$78,312
Payroll Taxes$65,270$7,231-$72,501
Other Employee Benefits$48,574$1,799-$50,373
Travel$41,141$3,583-$44,724
Fees for Services Accounting-$30,213-$30,213
Other Expenses$28,842--$28,842
Office Expenses$10,282$8,787-$19,069
Pension Plan Contributions$18,371$90-$18,461
Information Technology$10,048--$10,048
Occupancy$3,659$4,370-$8,029
Advertising$6,201--$6,201
Insurance-$3,547-$3,547
Conferences and Meetings$2,392--$2,392
Total Functional Expenses$1,168,985$151,217$0$1,320,202
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Patty HowellPresident and CEOPmt to vendor owned by CEONo$50,483
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
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, Section B, Line 11B

Electronic copy of Form 990 is provided to the governing board prior to filing

Form 990, Part VI, Section B, Line 12C

All board members required to report conflicts of interest

Form 990, Part VI, Section B, Line 15A

Compensation of Chief Executive Officer is approved by the board of directors annually

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are available upon request

Filing and Contact Details

Filer

Filer Name
Healthy Relationships California
EIN
68-0606790
Phone
7604363960
Address
1045 Passiflora Avenue, Encinitas, CA 92024

Signing Officer

Name
Patty Howell
Title
President
Signed
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patty Howell
Formed
2005
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
28

Preparer

Firm
Sonnenberg & Co CPAs
Address
5190 Governor Dr 201, San Diego, CA 92122
Preparer
Leonard C Sonnenberg
Phone
8584575252
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 3B

As of the date of filing form 990, the Organization is in the process of undergoing an audit as set forth in the Single Audit Act.

Raw XML Appendix358 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents, conflict of interest policy, and financial statements are available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4As of the date of filing form 990, the Organization is in the process of undergoing an audit as set forth in the Single Audit Act.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 3b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0232760
IRS990/TotalAssetsEOYAmt0159894
IRS990/TotalAssetsGrp/BOYAmt0232760
IRS990/TotalAssetsGrp/EOYAmt0159894
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01267531
IRS990/TotalEmployeeCnt028
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0151217
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01168985
IRS990/TotalFunctionalExpensesGrp/TotalAmt01320202
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0113242
IRS990/TotalLiabilitiesEOYAmt091158
IRS990/TotalLiabilitiesGrp/BOYAmt0113242
IRS990/TotalLiabilitiesGrp/EOYAmt091158
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0119518
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt068736
IRS990/TotalOtherCompensationAmt012434
IRS990/TotalProgramServiceExpensesAmt01168985
IRS990/TotalReportableCompFromOrgAmt0125000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01889
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01269420
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0232760
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0159894
IRS990/TravelGrp/ManagementAndGeneralAmt03583
IRS990/TravelGrp/ProgramServicesAmt041141
IRS990/TravelGrp/TotalAmt044724
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01045 Passiflora Avenue
IRS990/USAddress/CityNm0Encinitas
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092024
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0relationshipsca.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patty Howell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Healthy Relationships California
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0680606790
ReturnHeader/Filer/PhoneNum07604363960
ReturnHeader/Filer/USAddress/AddressLine1Txt01045 Passiflora Avenue
ReturnHeader/Filer/USAddress/CityNm0Encinitas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092024
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId034CBF65BD2343D5E101BE83D39B8E195B03650F9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07E1D8402603D3C6986976CFFFA0A6374FE0E3354
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.230.249.42
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:25:30
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sonnenberg & Co CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05190 Governor Dr 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092122
ReturnHeader/PreparerPersonGrp/PhoneNum08584575252
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leonard C Sonnenberg
ReturnHeader/ReturnTs02020-11-11T09:28:19-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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
2019Detailed filing. Detailed filing data is available for this year.$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