Civic Intelligence

Head Strong & Ready

990 • Fiscal year 2023 • EIN 83-1403843

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

5755 Oberlin Drive 203San Diego, CA 92121

(858) 362-5331

Siviq Scores

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

Liabilities / Assets

75th percentile

0.05x

Higher debt load relative to assets than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

26th percentile

-12%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

86th percentile

$25,259

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-44%

Faster asset growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

65%

Faster revenue growth than 84% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$27,792

Down $21,994 (-44%) from 2022

Net Assets

Down

$26,471

Down $23,315 (-47%) from 2022

Liabilities

$1,321

No earlier filing loaded for comparison.

Revenue

Up

$165,551

Up $64,962 (+65%) from 2022

Expenses

Up

$185,074

Up $101,039 (+120%) from 2022

Net Income

Down

-$19,523

Down $36,077 (-218%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2021: $33,232Net Assets 2021: $33,2322021Assets 2022: $49,786Net Assets 2022: $49,7862022Assets 2023: $27,792Liabilities 2023: $1,321Net Assets 2023: $26,4712023Assets 2024: $35,763Liabilities 2024: $1,336Net Assets 2024: $34,4272024

Highlighted filing

2023

Assets$27,792
Liabilities$1,321
Net Assets$26,471

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2021: $59,146Expenses 2021: $27,114Net Income 2021: $32,0322021Revenue 2022: $100,589Expenses 2022: $84,035Net Income 2022: $16,5542022Revenue 2023: $165,551Expenses 2023: $185,074Net Income 2023: -$19,5232023Revenue 2024: $207,887Expenses 2024: $208,420Net Income 2024: -$5332024

Highlighted filing

2023

Revenue$165,551
Expenses$185,074
Net Income-$19,523
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$165,551
Mission and Program Overview

Mission

Improve awareness about psychological issues to the broader community. In addition we advocate for service members and their families.

Head strong & ready improves awareness about psychological issues to the broader community. In addition, we advocate for service members and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$49,786$27,792▼ $21,994
Total Assets$49,786$27,792▼ $21,994
Liabilities
Accounts Payable and Accrued Expenses$0$1,321▲ $1,321
Total Liabilities$0$1,321▲ $1,321
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$49,786$26,471▼ $23,315
Total Net Assets Fund Balance$49,786$26,471▼ $23,315
Total Liabilities and Net Assets / Fund Balance$49,786$27,792▼ $21,994
Compensation and Service Providers

Employees

NameTitleBaseTotal
Judy LambTreasurer$25,259$25,259

Board Members and Trustees

NameTitle
Julio GonzalezPresident
David DixonDirector
Michael ChanDirector
Jon TsuiSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$165,551
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-19,523
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$155,867
Other Expenses$29,207
Total Fundraising Expense$6,179
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$77,084$33,036-$110,120
Current Officers, Directors, Trustees, and Key Employees$17,681$7,578-$25,259
Payroll Taxes$14,007$6,003-$20,010
Advertising-$4,264$4,991$9,255
Fees for Services Other-$7,033-$7,033
Occupancy-$4,312-$4,312
Information Technology-$3,170-$3,170
Office Expenses-$1,502-$1,502
Insurance-$1,156-$1,156
Other Employee Benefits-$478-$478
Conferences and Meetings-$417-$417
Fees for Services Accounting-$152-$152
Other Expenses-$75$1,188$75
Total Functional Expenses$108,772$70,123$6,179$185,074
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
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
Yes
Other officer compensation reviewed
Yes
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 A, line 2

Julio gonzalez, president, is married to the treasurer of the organization, judy lamb.

Form 990, Part VI, Section B, line 11B

Hsr board members received a copy of this form and were provided with one week to respond with any questions, comments, or concerns.

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

Each director, principal officer and member of a committee with governing board delegated powers annually signs a statement which affirms such person (a) has received a copy of the conflicts of interest policy (b) has read and understands the policy. Hsr only has three sources of revenue (tricare, medicare, blue cross & blue shield), and none of our members are affiliated with those sources or conduct any business with them. Directors, officers, and members are well aware of each other's business dealings through frequent communication. Compliance is enforced through the annual statement described above.

Form 990, Part VI, Section B, line 15

A voting member of the governing board who receives compensation, directly or indirectly, from the organization for services is precluded from voting on matters pertaining to that member's compensation. A voting member of any committee whose jurisdiction includes compensation matters and who receives compensation, directly or indirectly, from the organization for services is precluded from voting on matters pertaining to that member's compensation. No voting member of the governing board or any committee whose jurisdiction includes compensation matters and who receives compensation, directly or indirectly, from the organization, either individually or collectively, is prohibited from providing information to any committee regarding compensation.

Form 990, Part VI, Section C, line 19

Head strong & ready makes its governing documents and financials statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Head Strong & Ready Aka Head Strong &
EIN
83-1403843
Phone
8583625331
Address
5755 OBERLIN DRIVE 203, SAN DIEGO, CA 92121

Signing Officer

Name
Judy Lamb
Title
Treasurer
Phone
8582086410
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judy Lamb
Formed
2018
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
3
Volunteers
3

Preparer

Firm
Haskell & White Llp
Address
300 SPECTRUM CENTER DR STE 300, IRVINE, CA 92618
Preparer
Rick Smetanka
Phone
9494506200
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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/ExplanationTxt0JULIO GONZALEZ, PRESIDENT, IS MARRIED TO THE TREASURER OF THE ORGANIZATION, JUDY LAMB.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HSR BOARD MEMBERS RECEIVED A COPY OF THIS FORM AND WERE PROVIDED WITH ONE WEEK TO RESPOND WITH ANY QUESTIONS, COMMENTS, OR CONCERNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS SUCH PERSON (A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY (B) HAS READ AND UNDERSTANDS THE POLICY. HSR ONLY HAS THREE SOURCES OF REVENUE (TRICARE, MEDICARE, BLUE CROSS & BLUE SHIELD), AND NONE OF OUR MEMBERS ARE AFFILIATED WITH THOSE SOURCES OR CONDUCT ANY BUSINESS WITH THEM. DIRECTORS, OFFICERS, AND MEMBERS ARE WELL AWARE OF EACH OTHER'S BUSINESS DEALINGS THROUGH FREQUENT COMMUNICATION. COMPLIANCE IS ENFORCED THROUGH THE ANNUAL STATEMENT DESCRIBED ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A VOTING MEMBER OF THE GOVERNING BOARD WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. A VOTING MEMBER OF ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. NO VOTING MEMBER OF THE GOVERNING BOARD OR ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION, EITHER INDIVIDUALLY OR COLLECTIVELY, IS PROHIBITED FROM PROVIDING INFORMATION TO ANY COMMITTEE REGARDING COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HEAD STRONG & READY MAKES ITS GOVERNING DOCUMENTS AND FINANCIALS STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt049786
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt026471
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0108772
IRS990/TotalProgramServiceRevenueAmt0165551
IRS990/TotalReportableCompFromOrgAmt025259
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0165551
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0165551
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt049786
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt027792
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02650 FM 407 E Ste 145 PMB 159
IRS990/USAddress/CityNm0Bartonville
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076226
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.headstrongready.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Judy Lamb
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08582086410
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEAD STRONG & READY AKA HEAD STRONG &
ReturnHeader/Filer/BusinessNameControlTxt0HEAD
ReturnHeader/Filer/EIN0831403843
ReturnHeader/Filer/PhoneNum08583625331
ReturnHeader/Filer/USAddress/AddressLine1Txt05755 OBERLIN DRIVE 203
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092121
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330310569
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HASKELL & WHITE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 SPECTRUM CENTER DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09494506200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rick Smetanka
ReturnHeader/ReturnTs02024-11-14T13:14:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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