Civic Intelligence

California Association for Health

EIN 94-1310705 • 501(c)3 • Sacramento, CA

Profile

The organization provides and disseminated information regarding: research programs, state regulation, new techniques and other general information in the areas of health, physical education, recreation and dance.

1501 El Camino Avenue 3Sacramento, CA 95815

www.cahperd.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.17x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

82nd percentile

0.31x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

49th percentile

4.0%

Higher net margin than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

63rd percentile

$34,912

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

58th percentile

6.4%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

5.8%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$620,973

Up $69,620 (+13%) from 2022

Liabilities

Down

$109,923

Down $6,261 (-5.4%) from 2022

Net Assets

Up

$511,050

Up $75,881 (+17%) from 2022

Revenue

Up

$405,346

Up $179,871 (+80%) from 2022

Expenses

Up

$332,051

Up $42,362 (+15%) from 2022

Net Income

Up

$73,295

Up $137,509 (+214%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0-$500KAssets 2011: $206,205Liabilities 2011: $204,340Net Assets 2011: $1,8652011Assets 2012: $203,666Liabilities 2012: $525,207Net Assets 2012: -$321,5412012Assets 2013: $212,049Liabilities 2013: $420,442Net Assets 2013: -$208,3932013Assets 2014: $256,732Liabilities 2014: $266,883Net Assets 2014: -$10,1512014Assets 2015: $295,687Liabilities 2015: $197,305Net Assets 2015: $98,3822015Assets 2016: $475,588Liabilities 2016: $199,197Net Assets 2016: $276,3912016Assets 2017: $439,695Liabilities 2017: $9,739Net Assets 2017: $429,9562017Assets 2018: $464,601Liabilities 2018: $35,829Net Assets 2018: $428,7722018Assets 2019: $557,543Liabilities 2019: $14,451Net Assets 2019: $543,0922019Assets 2020: $588,223Liabilities 2020: $12,317Net Assets 2020: $575,9062020Assets 2021: $609,991Liabilities 2021: $110,608Net Assets 2021: $499,3832021Assets 2022: $551,353Liabilities 2022: $116,184Net Assets 2022: $435,1692022Assets 2023: $620,973Liabilities 2023: $109,923Net Assets 2023: $511,0502023

Highlighted filing

2023

Assets$620,973
Liabilities$109,923
Net Assets$511,050

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $726,038Expenses 2011: $860,143Net Income 2011: -$134,1052011Revenue 2012: $599,420Expenses 2012: $783,983Net Income 2012: -$184,5632012Revenue 2013: $487,645Expenses 2013: $374,497Net Income 2013: $113,1482013Revenue 2014: $526,890Expenses 2014: $328,648Net Income 2014: $198,2422014Revenue 2015: $459,683Expenses 2015: $311,413Net Income 2015: $148,2702015Revenue 2016: $512,298Expenses 2016: $334,289Net Income 2016: $178,0092016Revenue 2017: $602,921Expenses 2017: $449,356Net Income 2017: $153,5652017Revenue 2018: $463,731Expenses 2018: $464,915Net Income 2018: -$1,1842018Revenue 2019: $516,661Expenses 2019: $402,341Net Income 2019: $114,3202019Revenue 2020: $396,294Expenses 2020: $363,480Net Income 2020: $32,8142020Revenue 2021: $142,176Expenses 2021: $218,699Net Income 2021: -$76,5232021Revenue 2022: $225,475Expenses 2022: $289,689Net Income 2022: -$64,2142022Revenue 2023: $405,346Expenses 2023: $332,051Net Income 2023: $73,2952023

Highlighted filing

2023

Revenue$405,346
Expenses$332,051
Net Income$73,295

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$6.21$1.10$5.11$4.05$3.32$0.73
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.51$1.16$4.35$2.25$2.90$0.64
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.10$1.11$4.99$1.42$2.19$0.77
2020Summary only. Only limited summary data is available for this year.$5.88$0.12$5.76$3.96$3.63$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.58$0.14$5.43$5.17$4.02$1.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.65$0.36$4.29$4.64$4.65$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.40$0.10$4.30$6.03$4.49$1.54
2016Detailed filing. Detailed filing data is available for this year.$4.76$1.99$2.76$5.12$3.34$1.78
2015Detailed filing. Detailed filing data is available for this year.$2.96$1.97$0.98$4.60$3.11$1.48
2014Summary only. Only limited summary data is available for this year.$2.57$2.67$0.10$5.27$3.29$1.98
2013Summary only. Only limited summary data is available for this year.$2.12$4.20$2.08$4.88$3.74$1.13
2012Summary only. Only limited summary data is available for this year.$2.04$5.25$3.22$5.99$7.84$1.85
2011Summary only. Only limited summary data is available for this year.$2.06$2.04$0.02$7.26$8.60$1.34
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Feb 3, 2022
Return Version
2020v4.0
Gross Receipts
$142,176
Mission and Program Overview

Mission

The organization provides and disseminated information regarding: research programs, state regulation, new techniques and other general information in the areas of health, physical education, recreation and dance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$255,627$476,099▲ $220,472
Cash and Non-Interest-Bearing Accounts$310,695$114,389▼ $196,306
Accounts Receivable$5,534$1,939▼ $3,595
Land, Buildings, and Equipment, Net$1,112$809▼ $303
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$588,223$609,991▲ $21,768
Other Assets Total$15,255$16,755▲ $1,500
Liabilities
Other Liabilities-$100,001-
Accounts Payable and Accrued Expenses$12,317$10,607▼ $1,710
Total Liabilities$12,317$110,608▲ $98,291
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$538,906$440,136▼ $98,770
Net Assets With Donor Restrictions$37,000$59,247▲ $22,247
Total Net Assets Fund Balance$575,906$499,383▼ $76,523
Total Liabilities and Net Assets / Fund Balance$588,223$609,991▲ $21,768

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$809$47,214$48,023
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Barbara Ann BuckalewExecutive DirecFT$73,604$73,604

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$44,308
Program Service Revenue
$92,329
Investment Income
$4,353
Other Revenue
$1,186
All Other Contributions
$391
Change in Net Assets
$-76,523
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,001
Salaries, Compensation, and Employee Benefits$104,698
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$54,800$13,701-$68,501
Other Salaries and Wages$29,061--$29,061
Conferences and Meetings$26,149--$26,149
All Other Expenses$2,534$9,399-$11,933
Insurance-$10,625-$10,625
Other Expenses-$8,920-$8,920
Occupancy-$8,400-$8,400
Payroll Taxes$7,136--$7,136
Fees for Services Accounting-$3,000-$3,000
Office Expenses-$1,444-$1,444
Fees for Services Legal-$400-$400
Depreciation Depletion-$303-$303
Total Functional Expenses$119,680$99,019$0$218,699
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
Yes
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$100,000
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Other officer compensation reviewed
No
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, Line 4: Description of Significant Changes to Organizational Documents

Summary of Organizational RestructuringThe Board of Directors and General Membership recently approved revisions to the CAHPERD Bylaws that reflect a new organizational structure. The new structure ensures:Empowerment of CAHPERD Members the General Membership elects ALL voting members of the Board and the CabinetStability the new Board structure promotes stability in addressing legal, fiscal and personnel issuesEqual Representation all CAHPERD interest areas and geographic regions have equal representation on the Councils and the CabinetSimplicity the proposed structure of the organization is much easier for members and non-members to understand, thereby promoting active participationFiscal Effectiveness cost savings for face-to face meetings with the reduction of voting members on the Board of Directors and the CabinetSignificant revisions include:The language from the Constitution has been incorporated into the Bylaws. The current governing document is known as Bylaws, rather than Constitution and Bylaws.The number of voting positions on the Board of Directors has been reduced. The previous structure allowed for seventeen (17) voting members. The current configuration is comprised of nine (9) voting members, including the President, Past President, President-Elect and six (6) Members-at-Large.The former House of Regions (comprised of District Coordinators and Regional Representatives) has been dissolved and replaced by the Council of Regions. In addition, geographic Districts were eliminated, with an expectation for more local governance and activity at the Region level.The former House of Representatives (comprised of Division Vice Presidents and Section Chairs) has been dissolved.The former House of Delegates (comprised of the two Houses named above) has been replaced by the Cabinet.Subgroups, representing various interest areas, were previously designated as Divisions and Sections. In an effort to maintain equity among these groups, they are each now designated as Councils. All Council Chairs are elected by the General Membership.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

MEMBERS (ABOUT 1500)

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

Members vote for board members. Board members pass motions and provide governance. Minutes of the meetings reflect related actions and discussions.

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

Executive director reviews form 990

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

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
California Association for Health
EIN
94-1310705
Phone
9169223596
Address
1501 EL CAMINO AVENUE 3, SACRAMENTO, CA 95815

Signing Officer

Name
Barbara Ann Buckalew
Title
Executive Direc
Signed
2022-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patti Suppe
Formed
1930
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
12
Employees
3
Volunteers
225

Preparer

Firm
Nicholson & Olson CPAs
Address
729 Sunrise Avenue Suite 303, Roseville, CA 95661
Preparer
Charles A Nicholson
Phone
9167867997
Supplemental Narrative

Additional Explanations

Statement 1

The California Association for Health, Physical Education, Recreation and Dance, voluntary membership corporation formed exclusively to promote the organizing and progress of school, community and statewide programs of health, physical education, recreation and dance which will embody such opportunities and which will insure the inclusion of such programs within the most appropriate philosophical and social context of life in California.

Raw XML AppendixShowing 400 of 540 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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