Civic Intelligence

Coastal Bend Shrm

990EZ • Fiscal year 2018 • EIN 74-2774677

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 15, 2019

PO Box 9064Corpus Christi, TX 78469

(361) 883-8151

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

2nd percentile

-171%

Higher net margin than 2% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

8th percentile

-39%

Faster asset growth than 8% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-29%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$37,131

Down $23,403 (-39%) from 2017

Net Assets

Down

$37,131

Down $23,403 (-39%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$13,685

Down $5,712 (-29%) from 2017

Expenses

Up

$37,088

Up $11,392 (+44%) from 2017

Net Income

Down

-$23,403

Down $17,104 (-272%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$37,131
Liabilities-
Net Assets$37,131

Operations Trend

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

2018

Revenue$13,685
Expenses$37,088
Net Income-$23,403
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 15, 2019
Return Version
2018v3.1
Gross Receipts
$62,597
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 WAS PROVIDED FOR SCHOLARSHIPS FOR STUDENTS INTERESTED IN THE HUMAN RESOURCE FIELD, AS WELL AS A COMMUNITY PROJECT TO DEVELOP INTERST IN THE FIELD-$7,193
SUPPORT PROVIDED TO THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT TO FUND OPERATIONS-$2,670
SUPPORT FOR ORGANIZATION'S PROGRAMS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
VICKI DANIELSPast Preside-$0--
TONI NERRENPresidentPT$0--
JERRY HENRYVP Finance-$0--
JACQUELINE DUENEZSecretary-$0--
MARY CANALESLegislation-$0--
MEGAN FOYTMembership-$0--
LUIS CABRERAPresident El-$0--
ELIZABETH SHOCKLEYProfessional-$0--
CHRISTINE MONTALVOMarketing &-$0--
VANESSA ADKINSCommunity Re-$0--
BILL HIBBSMember At La-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Monthly Luncheo$14,600$14,600$12,324$2,276
Labor Law Semin$14,085$14,085$13,329$756
Total Events$49,285$49,285$44,682$4,603
Filing and Contact Details

Filer

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

Signing Officer

Name
Jerry Henry
Title
VP Finance
Phone
3618838158
Signed
2019-10-15
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 10

CASH CONTRIBUTION: 7,193

Form 990-ez, Part I, Line 16

Expenses shrm dues 380 marketing & website 1,369 bank & credit card fees 1,854 board awards & gifts 1,090 subscriptions 1,622 supplies 931 board expenses 2,566 temp services 989 travel 13,324 d&o insurance 2,300 total 26,425

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.

Form 990-ez, Part III, Line 31

Support for organization's programs

Raw XML Appendix160 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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IRS990EZ/BooksInCareOfDetail/PhoneNum03618838151
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 9064
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORPUS CHRISTI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
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IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt09863
IRS990EZ/GrossReceiptsAmt062597
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InvestmentIncomeAmt0375
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09538
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060534
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037131
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060534
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VICKI DANIELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TONI NERREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JERRY HENRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACQUELINE DUENEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY CANALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MEGAN FOYT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LUIS CABRERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ELIZABETH SHOCKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CHRISTINE MONTALVO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9VANESSA ADKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BILL HIBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4LEGISLATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PROFESSIONAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MARKETING &
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9COMMUNITY RE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026425
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 FOR SCHOLARSHIPS FOR STUDENTS INTERESTED IN THE HUMAN RESOURCE FIELD, AS WELL AS A COMMUNITY PROJECT TO DEVELOP INTERST IN THE FIELD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT FOR ORGANIZATION'S PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02670
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17193
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt048912
IRS990EZ/SpecialEventsNetIncomeLossAmt02374
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037088
IRS990EZ/TotalProgramServiceExpensesAmt09863
IRS990EZ/TotalRevenueAmt013685
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0CBSHRM.WILDAPRICOT.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044682
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MONTHLY LUNCHEO
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LABOR LAW SEMIN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt020600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt049285
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt020600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt049285
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04603
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt019029
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt044682
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012324
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013329
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 7,193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SHRM DUES 380 MARKETING & WEBSITE 1,369 BANK & CREDIT CARD FEES 1,854 BOARD AWARDS & GIFTS 1,090 SUBSCRIPTIONS 1,622 SUPPLIES 931 BOARD EXPENSES 2,566 TEMP SERVICES 989 TRAVEL 13,324 D&O INSURANCE 2,300 TOTAL 26,425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMITTED 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/ExplanationTxt3SUPPORT FOR ORGANIZATION'S PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY HENRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum03618838158
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-15
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D6929D8E8E192D2C593AD5B15318D07AB2254EE3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.91.191.245
ReturnHeader/FilingSecurityInformation/IPDt02019-10-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:53:23
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/PreparationDt02019-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN HENDERSON
ReturnHeader/ReturnTs02019-10-15T16:53:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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