Civic Intelligence

Coastal Bend Shrm

990EZ • Fiscal year 2016 • EIN 74-2774677

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization ProfileCBSHRM.WILDAPRICOT.ORG
PO Box 9064Corpus Christi, TX 78469

(361) 563-3288

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

78th percentile

15%

Higher net margin than 78% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

52nd percentile

3.3%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$66,833

Up $2,143 (+3.3%) from 2015

Net Assets

Up

$66,833

Up $2,143 (+3.3%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Down

$14,158

Down $6,322 (-31%) from 2015

Expenses

Up

$12,015

Up $1,249 (+12%) from 2015

Net Income

Down

$2,143

Down $7,571 (-78%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$80K$60K$40K$20K$0Assets 2011: $35,972Liabilities 2011: $0Net Assets 2011: $35,9722011Assets 2012: $42,284Liabilities 2012: $1,126Net Assets 2012: $41,1582012Assets 2013: $48,455Liabilities 2013: $2,155Net Assets 2013: $46,3002013Assets 2014: $54,976Liabilities 2014: $02014Assets 2015: $64,690Liabilities 2015: $0Net Assets 2015: $64,6902015Assets 2016: $66,833Net Assets 2016: $66,8332016Assets 2017: $60,534Net Assets 2017: $60,5342017Assets 2018: $37,131Net Assets 2018: $37,1312018Assets 2019: $24,365Net Assets 2019: $24,3652019Assets 2020: $26,427Net Assets 2020: $26,4272020Assets 2021: $27,942Net Assets 2021: $27,9422021Assets 2022: $18,606Net Assets 2022: $18,6062022Assets 2023: $16,532Net Assets 2023: $16,5322023Assets 2024: $31,524Net Assets 2024: $31,5242024

Highlighted filing

2016

Assets$66,833
Liabilities-
Net Assets$66,833
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $22,057Expenses 2011: $22,293Net Income 2011: -$2362011Revenue 2012: $33,512Expenses 2012: $28,326Net Income 2012: $5,1862012Revenue 2013: $22,393Expenses 2013: $17,251Net Income 2013: $5,1422013Revenue 2014: $25,766Expenses 2014: $17,090Net Income 2014: $8,6762014Revenue 2015: $20,480Expenses 2015: $10,766Net Income 2015: $9,7142015Revenue 2016: $14,158Expenses 2016: $12,015Net Income 2016: $2,1432016Revenue 2017: $19,397Expenses 2017: $25,696Net Income 2017: -$6,2992017Revenue 2018: $13,685Expenses 2018: $37,088Net Income 2018: -$23,4032018Revenue 2019: $13,328Expenses 2019: $26,094Net Income 2019: -$12,7662019Revenue 2020: $11,574Expenses 2020: $9,512Net Income 2020: $2,0622020Revenue 2021: $7,157Expenses 2021: $5,642Net Income 2021: $1,5152021Revenue 2022: $8,698Expenses 2022: $18,033Net Income 2022: -$9,3352022Revenue 2023: $12,785Expenses 2023: $14,860Net Income 2023: -$2,0752023Revenue 2024: $27,625Expenses 2024: $12,633Net Income 2024: $14,9922024

Highlighted filing

2016

Revenue$14,158
Expenses$12,015
Net Income$2,143
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Gross Receipts
$67,803
Mission and Program Overview

Mission

Committed to the human resource profession and taking a leadership role in providing information, programs nad services in support of its membership to develop personally and professionally.

Program Services

DescriptionGrantsExpenses
SUPPORT PROVIDED TO THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT TO FUND OPERATIONS$1,542$1,542
SUPPORT WAS PROVIDED TO DEL MAR COLLEGE FOR SCHOLARSHIPS FOR STUDENTS INTERESTED IN THE HUMAN RESOURCE FIELD.$1,000$1,000
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VICKI DANIELSPresidentPT$0--
TONI NERRENPresident ElPT$0--
JERRY HENRYPast Preside-$0--
SANDRA GARCIATreasurer-$0--
CHRISTINA CANALESSecretary-$0--
MEGAN FOYTVP Of Member-$0--
LUIS CABRERAVP Of Market-$0--
KIWANA DENSONVP Of Commun-$0--
ADRIANA STOVALLVP Of Prof.-$0--
AMY GRANBERRYVP Of Legisl-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Monthly Luncheo$26,792$26,792$46,690$-19,898
Career Expo$15,552$15,552$5,341$10,211
Total Events$55,539$55,539$53,645$1,894
Filing and Contact Details

Filer

Filer Name
Coastal Bend Shrm
EIN
74-2774677
Address
PO BOX 9064, CORPUS CHRISTI, TX 78469

Signing Officer

Name
Vicki Daniels
Title
President
Signed
2017-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Swank Salch & Henderson Pc
Address
802 N CARANCAHUA SUITE 1100, CORPUS CHRISTI, TX 78401-0053
Preparer
John Henderson
Phone
3618838151
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses supplies 734 shrm dues 1,717 marketing & website 1,897 membership development 600 certifications 2,560 bank & credit card fees 1,165 total 8,673”

Form 990-ez, Part III

“Committed to the human resource profession and taking a leadership role in providing information, programs nad services in support of its membership to develop personally and professionally.”

Raw XML Appendix145 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SANDRA GARCIA
IRS990EZ/BooksInCareOfDetail/PhoneNum03615633288
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 9064
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORPUS CHRISTI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078469
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt064690
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066833
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02143
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0800
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt064690
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066833
IRS990EZ/FundraisingGrossIncomeAmt055539
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02542
IRS990EZ/GrossReceiptsAmt067803
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0274
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011990
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064690
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066833
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064690
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066833
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VICKI DANIELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TONI NERREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JERRY HENRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SANDRA GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTINA CANALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MEGAN FOYT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LUIS CABRERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KIWANA DENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ADRIANA STOVALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9AMY GRANBERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF MARKET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OF COMMUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP OF PROF.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP OF LEGISL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08673
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMITTED TO THE HUMAN RESOURCE PROFESSION AND TAKING A LEADERSHIP ROLE IN PROVIDING INFORMATION, PROGRAMS NAD SERVICES IN SUPPORT OF ITS MEMBERSHIP TO DEVELOP PERSONALLY AND PROFESSIONALLY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT PROVIDED TO THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT TO FUND OPERATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT WAS PROVIDED TO DEL MAR COLLEGE FOR SCHOLARSHIPS FOR STUDENTS INTERESTED IN THE HUMAN RESOURCE FIELD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01542
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01542
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt053645
IRS990EZ/SpecialEventsNetIncomeLossAmt01894
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012015
IRS990EZ/TotalProgramServiceExpensesAmt02542
IRS990EZ/TotalRevenueAmt014158
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0CBSHRM.WILDAPRICOT.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt053645
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MONTHLY LUNCHEO
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CAREER EXPO
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026792
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015552
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013195
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055539
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026792
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015552
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013195
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055539
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01894
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01614
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt053645
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt046690
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 734 SHRM DUES 1,717 MARKETING & WEBSITE 1,897 MEMBERSHIP DEVELOPMENT 600 CERTIFICATIONS 2,560 BANK & CREDIT CARD FEES 1,165 TOTAL 8,673
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMITTED TO THE HUMAN RESOURCE PROFESSION AND TAKING A LEADERSHIP ROLE IN PROVIDING INFORMATION, PROGRAMS NAD SERVICES IN SUPPORT OF ITS MEMBERSHIP TO DEVELOP PERSONALLY AND PROFESSIONALLY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VICKI DANIELS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COASTAL BEND SHRM
ReturnHeader/Filer/BusinessNameControlTxt0COAS
ReturnHeader/Filer/EIN0742774677
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 9064
ReturnHeader/Filer/USAddress/CityNm0CORPUS CHRISTI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078469
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId095A0BF36CA836EC3047ACCC7EFE5B9E510BE23F5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D6929D8E8E192D2C593AD5B15318D07AB2254EE3
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742727608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWANK SALCH & HENDERSON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0802 N CARANCAHUA SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORPUS CHRISTI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0784010053
ReturnHeader/PreparerPersonGrp/PhoneNum03618838151
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN HENDERSON
ReturnHeader/ReturnTs02017-05-11T17:15:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,833
Liabilities
-
Net assets
$66,833
Revenue
$14,158
Expenses
$12,015
Net income
$2,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.5$31.5$27.6$12.6$15.0
2023Detailed filing. Detailed filing data is available for this year.$16.5$16.5$12.8$14.9$2.08
2022Detailed filing. Detailed filing data is available for this year.$18.6$18.6$8.70$18.0$9.34
2021Detailed filing. Detailed filing data is available for this year.$27.9$27.9$7.16$5.64$1.52
2020Detailed filing. Detailed filing data is available for this year.$26.4$26.4$11.6$9.51$2.06
2019Detailed filing. Detailed filing data is available for this year.$24.4$24.4$13.3$26.1$12.8
2018Detailed filing. Detailed filing data is available for this year.$37.1$37.1$13.7$37.1$23.4
2017Detailed filing. Detailed filing data is available for this year.$60.5$60.5$19.4$25.7$6.30
2016Detailed filing. Detailed filing data is available for this year.$66.8$66.8$14.2$12.0$2.14
2015Detailed filing. Detailed filing data is available for this year.$64.7$0.00$64.7$20.5$10.8$9.71
2014Summary only. Only limited summary data is available for this year.$55.0$0.00$25.8$17.1$8.68
2013Detailed filing. Detailed filing data is available for this year.$48.5$2.16$46.3$22.4$17.3$5.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.3$1.13$41.2$33.5$28.3$5.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.0$0.00$36.0$22.1$22.3$0.24