Civic Intelligence

Western Occupational Health Conference Inc.

990 • Fiscal year 2013 • EIN 77-0053453

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 07, 2014

575 MARKET STREET Room 212594105

(415) 764-4918

Siviq Scores

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

Liabilities / Assets

68th percentile

0.04x

Higher debt load relative to assets than 68% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

73rd percentile

0.04x

Higher debt load relative to revenue than 73% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

71st percentile

18%

Faster asset growth than 71% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

55th percentile

4.9%

Faster revenue growth than 55% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2013

Assets

Up

$263,359

Up $40,983 (+18%) from 2012

Net Assets

Up

$254,139

Up $37,463 (+17%) from 2012

Liabilities

Up

$9,220

Up $3,520 (+62%) from 2012

Revenue

$254,064

No earlier filing loaded for comparison.

Expenses

Down

$216,601

Down $8,380 (-3.7%) from 2012

Net Income

$37,463

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.

$300K$200K$100K$0-$100KAssets 2011: $212,921Liabilities 2011: $5,320Net Assets 2011: $207,6012011Assets 2012: $222,376Liabilities 2012: $5,700Net Assets 2012: $216,6762012Assets 2013: $263,359Liabilities 2013: $9,220Net Assets 2013: $254,1392013Assets 2014: $258,079Liabilities 2014: $2,900Net Assets 2014: $255,1792014Assets 2015: $258,313Liabilities 2015: $3,008Net Assets 2015: $255,3052015Assets 2016: $224,365Liabilities 2016: $750Net Assets 2016: $223,6152016Assets 2017: $200,166Liabilities 2017: $0Net Assets 2017: $200,1662017Assets 2018: $235,311Liabilities 2018: $0Net Assets 2018: $235,3112018Assets 2019: $193,896Net Assets 2019: $193,8962019Assets 2020: $135,629Liabilities 2020: $1,500Net Assets 2020: $134,1292020Assets 2021: $117,547Liabilities 2021: $6,120Net Assets 2021: $111,4272021Assets 2022: $210,204Liabilities 2022: $102,031Net Assets 2022: $108,1732022Assets 2023: $99,805Liabilities 2023: $33,469Net Assets 2023: $66,3362023Assets 2024: $173,628Liabilities 2024: $175,694Net Assets 2024: -$2,0662024

Highlighted filing

2013

Assets$263,359
Liabilities$9,220
Net Assets$254,139

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $230,723Expenses 2011: $205,196Net Income 2011: $25,5272011Expenses 2012: $224,9812012Revenue 2013: $254,064Expenses 2013: $216,601Net Income 2013: $37,4632013Revenue 2014: $260,239Expenses 2014: $259,199Net Income 2014: $1,0402014Revenue 2015: $191,582Expenses 2015: $191,456Net Income 2015: $1262015Revenue 2016: $198,039Expenses 2016: $229,729Net Income 2016: -$31,6902016Revenue 2017: $247,789Expenses 2017: $271,238Net Income 2017: -$23,4492017Revenue 2018: $322,841Expenses 2018: $287,696Net Income 2018: $35,1452018Revenue 2019: $196,255Expenses 2019: $237,670Net Income 2019: -$41,4152019Revenue 2020: $63,265Expenses 2020: $98,157Net Income 2020: -$34,8922020Revenue 2021: $162,740Expenses 2021: $180,442Net Income 2021: -$17,7022021Revenue 2022: $236,169Expenses 2022: $239,423Net Income 2022: -$3,2542022Revenue 2023: $235,742Expenses 2023: $268,123Net Income 2023: -$32,3812023Revenue 2024: $182,752Expenses 2024: $251,154Net Income 2024: -$68,4022024

Highlighted filing

2013

Revenue$254,064
Expenses$216,601
Net Income$37,463
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 7, 2014
Return Version
2013v3.1
Gross Receipts
$254,064
Mission and Program Overview

Mission

The mission of wohc is to promote and protect the health of people at work and in their environment through preventive service, clinical care, research and evaluation.

See attached Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$132,989$165,698▲ $32,709
Savings and Temporary Cash Investments$80,913$83,278▲ $2,365
Prepaid Expenses and Deferred Charges$8,474$14,383▲ $5,909
Total Assets$222,376$263,359▲ $40,983
Liabilities
Deferred Revenue-$8,012-
Accounts Payable and Accrued Expenses$5,700$1,208▼ $4,492
Total Liabilities$5,700$9,220▲ $3,520
Net Assets / Fund Balance
Unrestricted Net Assets$216,676$254,139▲ $37,463
Total Net Assets Fund Balance$216,676$254,139▲ $37,463
Total Liabilities and Net Assets / Fund Balance$222,376$263,359▲ $40,983
Compensation and Service Providers

Board Members and Trustees

NameTitle
Walter S Newman Jr MdBoard Chair
Bernyce M Peplowski DoConference Chair
Leslie Israel DoPresident
Shannon JamiesonExec. Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$249,920
Investment Income
$4,144
Other Revenue
$0
Change in Net Assets
$37,463
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$216,601
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$93,771--$93,771
Fees for Services Management$64,258--$64,258
Office Expenses$18,719--$18,719
Travel$7,507--$7,507
Fees for Services Accounting$7,376--$7,376
Other Expenses$4,318--$4,318
Information Technology$1,000--$1,000
Total Functional Expenses$216,601$0$0$216,601
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
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 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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11A

The organization provides notice to the board of directors that the form 990 has been prepared and is available for review should any member of the board wish to review.

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

The organization has a conflict of interest policy and disclosure form that it requires all elected leaders and those serving in a governance capacity to sign signifying any conflicts. Accordingly, the board has a procedure in place for addressing any conflicts that may come to its attention through this disclosure process or through other means.

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

The organization has no employees, per se, and contracts for services through a management services company. The board reviewed and approved the management compensation which includes providing a ceo as part of the management agreement with the organization.

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

No officers of the organization receive compensation nor are there any key employees.

Form 990, Part VI, Section C, Line 19

All minutes, financial records, conflict of interest disclosures, and governance documents are maintained on file within the management office and it is included within the management agreement that all association files and key documents are open for review upon request.

Filing and Contact Details

Filer

EIN
77-0053453
Phone
4157644918

Signing Officer

Name
Shannon Jamison
Title
Exec Director
Signed
2014-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Walter S Newman Jr Md
Formed
2000
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Preparer
Cheryl Hicks
Phone
4154544969
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

Wohc is an annual educational conference of the western occupational and environmental medical association a related tax-exempt organization that offers continuing medical education cme for physicians and other healthcare providers who are engaged in the practice of occupational medicine. The conference aims to educate on changes in clinical practice and other conditions affecting medical practice.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WOHC IS AN ANNUAL EDUCATIONAL CONFERENCE OF THE WESTERN OCCUPATIONAL AND ENVIRONMENTAL MEDICAL ASSOCIATION A RELATED TAX-EXEMPT ORGANIZATION THAT OFFERS CONTINUING MEDICAL EDUCATION CME FOR PHYSICIANS AND OTHER HEALTHCARE PROVIDERS WHO ARE ENGAGED IN THE PRACTICE OF OCCUPATIONAL MEDICINE. THE CONFERENCE AIMS TO EDUCATE ON CHANGES IN CLINICAL PRACTICE AND OTHER CONDITIONS AFFECTING MEDICAL PRACTICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION PROVIDES NOTICE TO THE BOARD OF DIRECTORS THAT THE FORM 990 HAS BEEN PREPARED AND IS AVAILABLE FOR REVIEW SHOULD ANY MEMBER OF THE BOARD WISH TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM THAT IT REQUIRES ALL ELECTED LEADERS AND THOSE SERVING IN A GOVERNANCE CAPACITY TO SIGN SIGNIFYING ANY CONFLICTS. ACCORDINGLY, THE BOARD HAS A PROCEDURE IN PLACE FOR ADDRESSING ANY CONFLICTS THAT MAY COME TO ITS ATTENTION THROUGH THIS DISCLOSURE PROCESS OR THROUGH OTHER MEANS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NO EMPLOYEES, PER SE, AND CONTRACTS FOR SERVICES THROUGH A MANAGEMENT SERVICES COMPANY. THE BOARD REVIEWED AND APPROVED THE MANAGEMENT COMPENSATION WHICH INCLUDES PROVIDING A CEO AS PART OF THE MANAGEMENT AGREEMENT WITH THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO OFFICERS OF THE ORGANIZATION RECEIVE COMPENSATION NOR ARE THERE ANY KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL MINUTES, FINANCIAL RECORDS, CONFLICT OF INTEREST DISCLOSURES, AND GOVERNANCE DOCUMENTS ARE MAINTAINED ON FILE WITHIN THE MANAGEMENT OFFICE AND IT IS INCLUDED WITHIN THE MANAGEMENT AGREEMENT THAT ALL ASSOCIATION FILES AND KEY DOCUMENTS ARE OPEN FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part I, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0222376
IRS990/TotalAssetsEOYAmt0263359
IRS990/TotalAssetsGrp/BOYAmt0222376
IRS990/TotalAssetsGrp/EOYAmt0263359
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0216601
IRS990/TotalFunctionalExpensesGrp/TotalAmt0216601
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05700
IRS990/TotalLiabilitiesEOYAmt09220
IRS990/TotalLiabilitiesGrp/BOYAmt05700
IRS990/TotalLiabilitiesGrp/EOYAmt09220
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0216676
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0254139
IRS990/TotalProgramServiceExpensesAmt0216601
IRS990/TotalProgramServiceRevenueAmt0249920
IRS990/TotalRevenueGrp/ExclusionAmt04144
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0249920
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0254064
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0222376
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0263359
IRS990/TravelGrp/ProgramServicesAmt07507
IRS990/TravelGrp/TotalAmt07507
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0216676
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0254139
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10575 MARKET ST STE 2125
IRS990/USAddress/City0SAN FRANCISCO
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode094105
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.woema.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON JAMISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10WESTERN OCCUPATIONAL HEALTH CONFERENCE
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0770053453
ReturnHeader/Filer/PhoneNum04157644918
ReturnHeader/Filer/USAddress/AddressLine10575 MARKET STREET Room 2125
ReturnHeader/Filer/USAddress/City0SAN FRANCISCO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094105
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CHERYL R HICKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10115 OAK SPRINGS DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN ANSELMO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094960
ReturnHeader/PreparerPersonGrp/PhoneNum04154544969
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERYL HICKS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-08-07T08:17:16-00:00
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
2024Detailed filing. Detailed filing data is available for this year.$1.74$1.76$0.02$1.83$2.51$0.68
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.33$0.66$2.36$2.68$0.32
2022Detailed filing. Detailed filing data is available for this year.$2.10$1.02$1.08$2.36$2.39$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.06$1.11$1.63$1.80$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.36$0.02$1.34$0.63$0.98$0.35
2019Detailed filing. Detailed filing data is available for this year.$1.94$1.94$1.96$2.38$0.41
2018Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$3.23$2.88$0.35
2017Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$2.48$2.71$0.23
2016Detailed filing. Detailed filing data is available for this year.$2.24$0.01$2.24$1.98$2.30$0.32
2015Detailed filing. Detailed filing data is available for this year.$2.58$0.03$2.55$1.92$1.91$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.58$0.03$2.55$2.60$2.59$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.63$0.09$2.54$2.54$2.17$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.06$2.17$2.25
2011Summary only. Only limited summary data is available for this year.$2.13$0.05$2.08$2.31$2.05$0.26