Civic Intelligence

Community Health Worker Coalition for Migrants and Refugees

990 • Fiscal year 2021 • EIN 83-2266657

Nov 01, 2020 to Oct 31, 2021 • Filed on Feb 22, 2022

24315 89th PL WEdmonds, WA 98026

(425) 678-8011

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

72nd percentile

28%

Higher net margin than 72% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

68th percentile

$95,861

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

96th percentile

152%

Faster asset growth than 96% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

170%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$682,904

Up $412,055 (+152%) from 2020

Net Assets

Up

$682,517

Up $412,018 (+152%) from 2020

Liabilities

Up

$387

Up $37 (+11%) from 2020

Revenue

Up

$1,461,228

Up $920,988 (+170%) from 2020

Expenses

Up

$1,049,210

Up $727,319 (+226%) from 2020

Net Income

Up

$412,018

Up $193,669 (+89%) from 2020

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2019: $52,500Liabilities 2019: $350Net Assets 2019: $52,1502019Assets 2020: $270,849Liabilities 2020: $350Net Assets 2020: $270,4992020Assets 2021: $682,904Liabilities 2021: $387Net Assets 2021: $682,5172021Assets 2022: $994,264Liabilities 2022: $0Net Assets 2022: $994,2642022Assets 2023: $2,009,218Liabilities 2023: $41,585Net Assets 2023: $1,967,6332023Assets 2024: $2,121,694Liabilities 2024: $24,791Net Assets 2024: $2,096,9032024

Highlighted filing

2021

Assets$682,904
Liabilities$387
Net Assets$682,517

Operations Trend

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

$1.5M$1.0M$500K$0Revenue 2019: $135,542Expenses 2019: $83,392Net Income 2019: $52,1502019Revenue 2020: $540,240Expenses 2020: $321,891Net Income 2020: $218,3492020Revenue 2021: $1,461,228Expenses 2021: $1,049,210Net Income 2021: $412,0182021Revenue 2022: $878,587Expenses 2022: $566,840Net Income 2022: $311,7472022Revenue 2023: $917,741Expenses 2023: $500,782Net Income 2023: $416,9592023Revenue 2024: $732,806Expenses 2024: $689,037Net Income 2024: $43,7692024

Highlighted filing

2021

Revenue$1,461,228
Expenses$1,049,210
Net Income$412,018
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Feb 22, 2022
Return Version
2020v4.1
Gross Receipts
$1,461,228
Mission and Program Overview

Mission

To promote and encourage health equity, social and environmental justice for migrant and refugee communities.

To achieve health equity, social and environmental justice for migrant and refugee communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$270,849$438,304▲ $167,455
Savings and Temporary Cash Investments-$244,600-
Total Assets$270,849$682,904▲ $412,055
Liabilities
Accounts Payable and Accrued Expenses-$387-
Other Liabilities$350--
Total Liabilities$350$387▲ $37
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$270,499$682,517▲ $412,018
Total Net Assets Fund Balance$270,499$682,517▲ $412,018
Total Liabilities and Net Assets / Fund Balance$270,849$682,904▲ $412,055
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Ileana Ponce-GonzalezExecutive DirectorFT$95,861$95,861
Maria ChoqueruntaMember- BoD Program CoordinaFT$27,332$27,332
Silvia L MacedaMember- BoD Head Community WPT$9,992$9,992

Board Members and Trustees

NameTitle
Michael ParchmanBoard Chair
Elizabeth TorresMember- Board of Directors
Janet RomeroMember- Board of Directors
Jeanna L DelForeitMember- Board of Directors
Jeff HummelMember- Board of Directors
Peggy M Chin-EvansMember- Board of Directors
Revenue and Support

Revenue Composition

Contributions and Grants
$1,461,170
Program Service Revenue
$0
Investment Income
$58
Other Revenue
$0
All Other Contributions
$1,245,458
Change in Net Assets
$412,018
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$926,769
Salaries, Compensation, and Employee Benefits$122,441
Total Fundraising Expense$562
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$414,593$900-$415,493
All Other Expenses$138,239$479$562$139,280
Current Officers, Directors, Trustees, and Key Employees-$95,000-$95,000
Other Salaries and Wages-$19,329-$19,329
Advertising$14,072--$14,072
Other Expenses$6,895$2,784-$9,679
Office Expenses$2,518$5,999-$8,517
Payroll Taxes-$8,112-$8,112
Fees for Services Accounting-$6,941-$6,941
Travel$5,319$48-$5,367
Insurance-$2,211-$2,211
Information Technology-$1,815-$1,815
Total Functional Expenses$905,030$143,618$562$1,049,210
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
12421Event-$-35,600-$-35,600
Total Events-$-35,600$562$-36,162
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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

Officer directors etc family relationship Part VI line 2

Ileana Ponce, Executive Director, is married to Michael Parchman, Board Chair.

Organizational document changes Part VI line 4

The three most important updates to the bylaws were:1. Removal of a Director from the Board requires a majority vote of the Directors during a regularly scheduled Board meeting.2. Participation in meetings fo the Board may be held by other electronic means.3. No loans or advances may be made to any member of Board by the corporation.

Form 990 governing body review Part VI line 11

The organization provides complete tax return to all board members to review before filing.

Conflict of interest policy compliance Part VI line 12C

Conflict of Interest Policy is reviewed annually by board and staff. Each board and staff member are required to sign a statement that they have reviewed and understand the policy.

CEO executive director top management comp Part VI line 15A

The board of directors determines Dr. Ponces salary based on her job responsibilities, qualifications, and comparison of ED salaries at similar sized organizations. The board chair reclused to participate in this decision.

Other officer or key employee compensation Part VI line 15B

Process for determining salary for key employee consisted of online search for comparable job descriptions and salaries. A written presentation of the survey was presented to the board and the board voted and approved the salary.

Governing documents etc available to public Part VI line 19

Tax return 990 will be published on website. Governing documents will be available upon request.

Filing and Contact Details

Filer

Filer Name
Community Health Workers Coalition
EIN
83-2266657
Address
24315 89th PL W, Edmonds, WA 98026

Signing Officer

Name
Ileana Ponce-Gonzalez
Title
Executive Direc
Phone
4256788011
Signed
2022-02-22
Discuss with paid preparer
No

Organization Details

Principal Officer
Ileana Ponce-Gonzalez
Formed
2018
Legal Domicile
Wa
Voting Board Members
5
Independent Board Members
0
Employees
2

Preparer

Firm
Will Chen CPA Pllc
Address
22322 76th Ave W, Edmonds, WA 98026
Preparer
Janine Urbanek
Phone
4253617392
Supplemental Narrative

Additional Explanations

Significant program services not listed on prior year return Part III line 2

Oral Health and Social Determinants Program:This program provides information and resources on oral health to rural and low-income communities in Washington state.Cancer Program:This program promotes the early detection of cancer.

List of other fees for services expenses Part IX line 11G

Contract Services $ 900Program Administrative Support $ 18,791Program Coordinators $176,051Director $ 7,333CHW workshops $ 57,850Translation Services $ 36,410Program Materials Distribution $ 550Gift Cards for Program Participants $108,735Patient Assistance $117,607

List of other expenses Part IX line 24E

Registration/Tax/License $ 189Meals $ 423Event Space Rental $ 500Bank Fees $ 68Miscellaneous $ 100Program Equipment $ 6,032Program Indirect Costs $19,634Program Workshop Training $ 200Program Evaluation $ 3,400

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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0475
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0-35600
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Ileana Ponce, Executive Director, is married to Michael Parchman, Board Chair.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The three most important updates to the bylaws were:1. Removal of a Director from the Board requires a majority vote of the Directors during a regularly scheduled Board meeting.2. Participation in meetings fo the Board may be held by other electronic means.3. No loans or advances may be made to any member of Board by the corporation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization provides complete tax return to all board members to review before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conflict of Interest Policy is reviewed annually by board and staff. Each board and staff member are required to sign a statement that they have reviewed and understand the policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The board of directors determines Dr. Ponces salary based on her job responsibilities, qualifications, and comparison of ED salaries at similar sized organizations. The board chair reclused to participate in this decision.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Process for determining salary for key employee consisted of online search for comparable job descriptions and salaries. A written presentation of the survey was presented to the board and the board voted and approved the salary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Tax return 990 will be published on website. Governing documents will be available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Oral Health and Social Determinants Program:This program provides information and resources on oral health to rural and low-income communities in Washington state.Cancer Program:This program promotes the early detection of cancer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Contract Services $ 900Program Administrative Support $ 18,791Program Coordinators $176,051Director $ 7,333CHW workshops $ 57,850Translation Services $ 36,410Program Materials Distribution $ 550Gift Cards for Program Participants $108,735Patient Assistance $117,607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Registration/Tax/License $ 189Meals $ 423Event Space Rental $ 500Bank Fees $ 68Miscellaneous $ 100Program Equipment $ 6,032Program Indirect Costs $19,634Program Workshop Training $ 200Program Evaluation $ 3,400
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Organizational document changes Part VI line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Significant program services not listed on prior year return Part III line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9List of other expenses Part IX line 24e
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0905030
IRS990/TotalFunctionalExpensesGrp/TotalAmt01049210
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IRS990/TotalLiabilitiesGrp/EOYAmt0387
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0270499
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0682517
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalProgramServiceExpensesAmt0905030
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IRS990/TravelGrp/TotalAmt05367
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IRS990/USAddress/AddressLine1Txt02713 Boylston Ave E Apt 301
IRS990/USAddress/CityNm0Seattle
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098102
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.chwcoalition.org
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Ileana Ponce-Gonzalez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/PhoneNum04256788011
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Community Health Workers Coalition
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0832266657
ReturnHeader/Filer/USAddress/AddressLine1Txt024315 89th PL W
ReturnHeader/Filer/USAddress/CityNm0Edmonds
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098026
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455122312
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILL CHEN CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt022322 76th Ave W

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