Civic Intelligence

Concern Employee Assistance Program

990 • Fiscal year 2021 • EIN 77-0528349

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

Organization ProfileN/A

View Organization Page

2500 Grant RdMountain View, CA 94040

(650) 940-7265

Siviq Scores

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

Liabilities / Assets

57th percentile

0.20x

Higher debt load relative to assets than 57% of similar nonprofits.

2021 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.34x

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

2021 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2021

Net Margin

46th percentile

11%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

10th percentile

-5.6%

Faster asset growth than 10% of similar nonprofits.

2021 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

68th percentile

24%

Faster revenue growth than 68% of similar nonprofits.

2021 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$18,911,914

Down $1,123,619 (-5.6%) from 2020

Net Assets

Down

$15,130,877

Down $231,673 (-1.5%) from 2020

Liabilities

Down

$3,781,037

Down $891,946 (-19%) from 2020

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin46th percentile

Revenue

Up

$11,122,823

Up $2,165,274 (+24%) from 2020

Expenses

Up

$9,912,506

Up $1,376,659 (+16%) from 2020

Net Income

Up

$1,210,317

Up $788,615 (+187%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$30M$20M$10M$0Assets 2011: $12,045,977Liabilities 2011: $2,226,911Net Assets 2011: $9,819,0662011Assets 2012: $13,414,452Liabilities 2012: $2,122,903Net Assets 2012: $11,291,5492012Assets 2013: $13,512,432Liabilities 2013: $1,850,325Net Assets 2013: $11,662,1072013Assets 2014: $13,052,931Liabilities 2014: $1,833,081Net Assets 2014: $11,219,8502014Assets 2015: $13,925,465Liabilities 2015: $2,324,737Net Assets 2015: $11,600,7282015Assets 2016: $15,012,123Liabilities 2016: $2,974,408Net Assets 2016: $12,037,7152016Assets 2017: $16,273,196Liabilities 2017: $2,679,451Net Assets 2017: $13,593,7452017Assets 2018: $16,490,464Liabilities 2018: $2,444,899Net Assets 2018: $14,045,5652018Assets 2020: $20,035,533Liabilities 2020: $4,672,983Net Assets 2020: $15,362,5502020Assets 2021: $18,911,914Liabilities 2021: $3,781,037Net Assets 2021: $15,130,8772021Assets 2022: $17,881,791Liabilities 2022: $3,488,612Net Assets 2022: $14,393,1792022Assets 2023: $18,315,720Liabilities 2023: $3,660,474Net Assets 2023: $14,655,2462023Assets 2024: $19,570,706Liabilities 2024: $3,662,813Net Assets 2024: $15,907,8932024

Highlighted filing

2021

Assets$18,911,914
Liabilities$3,781,037
Net Assets$15,130,877
Open 2021 Filing

Operations Trend

Revenue Growth68th percentile

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

$20M$15M$10M$5.0M$0Expenses 2011: $9,878,0042011Expenses 2012: $11,487,6712012Expenses 2013: $12,596,8792013Revenue 2014: $13,046,195Expenses 2014: $11,420,329Net Income 2014: $1,625,8662014Revenue 2015: $14,061,483Expenses 2015: $12,734,561Net Income 2015: $1,326,9222015Revenue 2016: $15,961,901Expenses 2016: $14,525,707Net Income 2016: $1,436,1942016Revenue 2017: $17,316,784Expenses 2017: $15,362,582Net Income 2017: $1,954,2022017Revenue 2018: $15,126,745Expenses 2018: $14,341,167Net Income 2018: $785,5782018Revenue 2020: $8,957,549Expenses 2020: $8,535,847Net Income 2020: $421,7022020Revenue 2021: $11,122,823Expenses 2021: $9,912,506Net Income 2021: $1,210,3172021Revenue 2022: $9,998,451Expenses 2022: $8,822,859Net Income 2022: $1,175,5922022Revenue 2023: $10,317,953Expenses 2023: $9,407,799Net Income 2023: $910,1542023Revenue 2024: $13,134,800Expenses 2024: $11,691,395Net Income 2024: $1,443,4052024

Highlighted filing

2021

Revenue$11,122,823
Expenses$9,912,506
Net Income$1,210,317
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$11,503,532
Mission and Program Overview

Mission

To provide and promote affordable health care to residents of California. CONCERN is licensed by the California Department of Managed Health Care and offers limited mental health care on a prepaid basis to employees of small, medium, and large employer groups.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,317,568$14,529,377▲ $211,809
Cash and Non-Interest-Bearing Accounts$1,170,331$1,583,230▲ $412,899
Land, Buildings, and Equipment, Net$1,568,437$1,487,432▼ $81,005
Accounts Receivable$588,473$661,491▲ $73,018
Prepaid Expenses and Deferred Charges$13,000$384▼ $12,616
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$20,035,533$18,911,914▼ $1,123,619
Other Assets Total$2,377,724$650,000▼ $1,727,724
Liabilities
Accounts Payable and Accrued Expenses$4,672,983$3,781,037▼ $891,946
Total Liabilities$4,672,983$3,781,037▼ $891,946
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,712,550$14,480,877▼ $231,673
Net Assets With Donor Restrictions$650,000$650,000→ $0
Total Net Assets Fund Balance$15,362,550$15,130,877▼ $231,673
Total Liabilities and Net Assets / Fund Balance$20,035,533$18,911,914▼ $1,123,619

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,487,432$1,322,574$2,810,006
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Cecile CurrierDirectorPT$132,333$132,333
Michael WalshCFOPT$10,077$10,077

Board Members and Trustees

NameTitle
Jodi BarnardDirector
Kathryn FiskDirector
Matt HarrisCFO

Highest Paid Contractors

ContractorServicesLocationCompensation
Mvg Capital LLCConsulting1065 ASBURY STREET, San Jose, CA 95126$228,135
Revenue and Support

Revenue Composition

Contributions and Grants
$945,312
Program Service Revenue
$9,232,577
Investment Income
$944,934
Other Revenue
$0
All Other Contributions
$945,312
Change in Net Assets
$1,210,317
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,382,016
Salaries, Compensation, and Employee Benefits$3,530,490
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,557,552$550,000-$2,107,552
Other Employee Benefits$755,957$188,989-$944,946
Payroll Taxes$158,517$39,630-$198,147
Current Officers, Directors, Trustees, and Key Employees-$144,235-$144,235
Depreciation Depletion$112,698$28,174-$140,872
Pension Plan Contributions$108,488$27,122-$135,610
Fees for Services Other$107,670$26,917-$134,587
Fees for Services Management$85,061$21,266-$106,327
Advertising$60,297$15,074-$75,371
Occupancy$47,753$11,939-$59,692
Insurance$33,006$8,252-$41,258
Office Expenses$14,394$3,598-$17,992
Fees for Services Legal$8,892$2,223-$11,115
Other Expenses$2,703$676-$3,379
Travel$444$111-$555
Total Functional Expenses$7,686,128$2,226,378$0$9,912,506
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Concern Employee Assistance Program
EIN
77-0528349
Phone
6509407265
Address
2500 GRANT RD, MOUNTAIN VIEW, CA 94040

Signing Officer

Name
Michael Walsh
Title
CFO
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Walsh
Formed
1999
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
35

Preparer

Firm
Briana & Company
Address
1799 Portola Ave Ste 3, Livermore, CA 94551
Preparer
Nicholas Briana
Phone
9259338900
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Transfer to affiliate = -$716983”

Raw XML Appendix379 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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IRS990/OtherExpensesGrp/ProgramServicesAmt32703
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IRS990/OtherExpensesGrp/TotalAmt1344924
IRS990/OtherExpensesGrp/TotalAmt29507
IRS990/OtherExpensesGrp/TotalAmt33379
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0108488
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0384
IRS990/PrincipalOfficerNm0MICHAEL WALSH
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IRS990/ProgramServiceRevenueGrp/Desc0COUNSELING SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09232577
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09232577
IRS990/ProgSrvcAccomActy2Grp/Desc0PROGRAM DESCRIPTIONS:IN ORDER TO PROVIDE OUT-PATIENT HEALTH CARE TO LOW INCOME FAMILIES IN THE SAN FRANCISCO BAY AREA, CONCERN HAS ASSUMED THE MANAGEMENT AND OEPRATION OF FOUR PROGRAMS FORMERLY ADMINISTERED BY EL CAMINO HOSPITAL, CONCERN'S SOLE MEMBER. THESE PROGRAMS ARE:1) HEALTH LIBRARY AND RESOURCE CENTER2) ROADRUNNERS TRANSPORTATION SERVICE3) SOUTH ASIAN HEART CENTER 4) CHINESE HEALTH INITIATIVE 1) HEALTH LIBRARY AND RESOURCE CENTER:THE HEALTH LIBRARY AND RESOURCE CENTER ESTABLISHED IN 1986 IS DEDICATED TO HELPING SENIORS, COMMUNITY MEMBERS, PATIENTS AND THEIR FAMILIES FIND THE RESOURCES AND INFORMATION THEY NEED TO MAKE INFORMED DECISIONS ABOUT THEIR HEALTH. THE CENTER IS AVAILABLE TO THE COMMUNITY 45 HOURS PER WEEK. IT PROVIDES A WIDE RANGE OF FREE PROGRAMS AND SERVICES INCLUDING ELDERCARE CONSULTATION SERVICES, MEDICARE COUNSELING, SUPPORT GROUPS, ASSISTANCE COMPLETING AN ADVANCE HEALTH CARE DIRECTIVE, DIETITIAN AND PHARMACY CONSULTATIONS, AND HEALTH SCREENINGS. INDIVIDUALS SERVED FY 17: 11,129 FY 18: 8,744 FY 19: 6,605 FY 20: 5,069THE LIBRARY IS DEDICATED TO HELPING PATIENTS, FAMILIES, PHYSICIANS, EMPLOYEES AND THE COMMUNITY TO FIND THE RESOURCES AND INFORMATION THEY NEED TO MAKE INFORMED DECISIONS ABOUT THEIR HEALTH. STAFFED BY A PROFESSIONAL MEDICAL LIBRARIAN, INFORMATION REQUESTS CAN BE CONDUCTED IN PERSON, ON THE PHONE, OR ONLINE. A FREE MEMBERSHIP PROGRAM IS OFFERED TO ANYONE WHO WANTS TO RECEIVE HOME ACCESS TO MEDICAL AND CONSUMER HEALTH JOURNALS AND MEDICAL TEXTBOOKS ONLINE, FREE ARTICLES, AND LIBRARY CHECKOUT PRIVILEGES. 2012 2013 2014 2015 2016 2017 2018 2019 2020VISITS 22,716 13,140 12,958 13,266 12,058 10,019 14,912 12,260 5,0692) ROADRUNNERS TRANSPORTATION SERVICE:THE ROADRUNNERS SENIOR TRANSPORTATION SERVICE, ESTABLISHED IN 1976, FILLS A CRITICAL GAP IN NORTHERN SANTA CLARA COUNTY'S SENIOR SERVICES BY PROVIDING PERSONALIZED, DOOR-TO-DOOR TRANSPORTATION TO MEDICAL AND OTHER ESSENTIAL APPOINTMENTS. RIDES PROVIDED FY17: 8,957 FY18: 9,724 FY19: 9,917 FY20: 8,590 FY21: 5,8983) SOUTH ASIAN HEART CENTER:THE SOUTH ASIAN HEART CENTER, ESTABLISHED IN JUNE 2006, IS A RESPONSE TO THE EPIDEMIC OF HEART DISEASE IN THE SOUTH ASIAN COMMUNITY. SOUTH ASIANS, OR PEOPLE WHO ORIGINATE FROM THE INDIAN SUB-CONTINENT, FROM COUNTRIES SUCH AS BANGLADESH, INDIA, NEPAL, PAKISTAN AND SRI-LANKA, FACE A FOUR-FOLD INCREASED RISK OF CORONARY ARTERY DISEASE (CAD), DESPITE BEING VEGETARIAN, NON-SMOKERS, AND NON-OBESE. 55% OF HEART ATTACKS IN THIS COMMUNITY OCCUR BEFORE THE AGE OF 55. THE CENTER SCREENS INDIVIDUAL PARTICIPANTS FOR THEIR RISK FACTORS, EDUCATES AND COUNSELS THEM ON THE IMPACT OF THOSE RISKS, AND CUSTOMIZES A PLAN TO HELP MITIGATE THESE RISKS. THE CENTER PROVIDES LIFESTYLE MANAGEMENT INCLUDING NUTRITION COUNSELING, AND ON-GOING HEART HEALTH COACHING. THE SOUTH ASIAN HEART CENTER ADDRESSES AN UNMET NEED TO MORE COMPREHENSIVELY AND AGGRESIVELY SCREENED SOUTH ASIANS FOR THIS INCREASED RISK OF CAD AND HELP PREVENT HEART ATTACKS IN A YOUNGER POPULATION. FY16: 3,109 PEOPLE SERVED. FY17: 1,827. FY18: 535. 2012 2013 2014 2015 2016 2017 2018 2019 2020PEOPLE SERVED 1,887 1,420 2,164 2,557 3,109 1,827 535 397 3434) CHINESE HEALTH INITIATIVE:THE CHINESE HEALTH INITIATIVE (CHI), ESTABLISHED AT EL CAMINO HOSPITAL IN MARCH 2010, PROVIDES SCREENING AND COMMUNITY EDUCATION TO ADDRESS THE HEALTH NEEDS OF THE CHINESE COMMUNITY, AND SEEKS TO PROVIDE A CULTURALLY APPROPRIATE EXPERIENCE FOR CHINESE PATIENTS AND THEIR FAMILY/CAREGIVERS. THE CHINESE HEALTH INITIATIVE ALSO WORKS WITH CHINESE PHYSICIANS AND THE CHINESE MEDIA TO PROMOTE HEALTH LITERACY IN THE CHINESE COMMUNITY. FY17: 945 PEOPLE SERVED; 2,333 SERVICES. FY18: 1,002 PEOPLE SERVED; 2,024 SERVICES. FY19: 2,865 PEOPLE SERVED; 1,253 SERVICES. FY20: 1,080 PEOPLE SERVED; 2,146 SERVICES FY21: 1,192 PEOPLE SERVED; 3,248 SERVICES 2013 2014 2015 2016 2017 2018 2019 2020 2021PATIENTS SERVED 1,183 881 890 1,080 945 1,002 1,253 1,080 1,192
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01487432
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01322574
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02810006
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01487432
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRANSFER TO AFFILIATE = -$716983
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Decreases
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL WALSH
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Briana & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01799 Portola Ave Ste 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Livermore
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094551
ReturnHeader/PreparerPersonGrp/PhoneNum09259338900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas Briana
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ReturnHeader/ReturnTs02022-05-16T11:40:28-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,911,914
Liabilities
$3,781,037
Net assets
$15,130,877
Revenue
$11,122,823
Expenses
$9,912,506
Net income
$1,210,317
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.6$3.66$15.9$13.1$11.7$1.44
2023Summary only. Only limited summary data is available for this year.$18.3$3.66$14.7$10.3$9.41$0.91
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$3.49$14.4$10.00$8.82$1.18
2021Detailed filing. Detailed filing data is available for this year.$18.9$3.78$15.1$11.1$9.91$1.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$4.67$15.4$8.96$8.54$0.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$2.44$14.0$15.1$14.3$0.79
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$2.68$13.6$17.3$15.4$1.95
2016Detailed filing. Detailed filing data is available for this year.$15.0$2.97$12.0$16.0$14.5$1.44
2015Detailed filing. Detailed filing data is available for this year.$13.9$2.32$11.6$14.1$12.7$1.33
2014Detailed filing. Detailed filing data is available for this year.$13.1$1.83$11.2$13.0$11.4$1.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$1.85$11.7$12.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$2.12$11.3$11.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$2.23$9.82$9.88