Civic Intelligence

Cal Society for Healthcare Engineer

EIN 94-1636736 • 501(c)6 • Leander, TX

Profile

To be the conduit for professional growth and opportunities for the health care environment in california.

PO Box 1027Leander, TX 78646

www.cshe.org

Siviq Scores

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

Liabilities / Assets

37th percentile

0.07x

Higher debt load relative to assets than 37% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.09x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-12%

Higher net margin than 12% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

15th percentile

-9.6%

Faster asset growth than 15% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

23%

Faster revenue growth than 81% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,021,512

Down $108,844 (-9.6%) from 2023

Liabilities

Down

$73,930

Down $20,159 (-21%) from 2023

Net Assets

Down

$947,582

Down $88,685 (-8.6%) from 2023

Revenue

Up

$836,645

Up $156,038 (+23%) from 2023

Expenses

Up

$934,067

Up $17,736 (+1.9%) from 2023

Net Income

Up

-$97,422

Up $138,302 (+59%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $743,880Liabilities 2011: $29,518Net Assets 2011: $714,3622011Assets 2012: $890,339Liabilities 2012: $21,315Net Assets 2012: $869,0242012Assets 2013: $1,019,514Liabilities 2013: $18,550Net Assets 2013: $1,000,9642013Assets 2014: $1,080,777Liabilities 2014: $9,947Net Assets 2014: $1,070,8302014Assets 2015: $1,153,945Liabilities 2015: $9,000Net Assets 2015: $1,144,9452015Assets 2016: $1,287,424Liabilities 2016: $54,759Net Assets 2016: $1,232,6652016Assets 2017: $1,308,653Liabilities 2017: $9,003Net Assets 2017: $1,299,6502017Assets 2018: $1,340,735Liabilities 2018: $0Net Assets 2018: $1,340,7352018Assets 2019: $1,420,716Liabilities 2019: $0Net Assets 2019: $1,420,7162019Assets 2020: $1,476,018Liabilities 2020: $81,975Net Assets 2020: $1,394,0432020Assets 2021: $1,422,693Liabilities 2021: $58,323Net Assets 2021: $1,364,3702021Assets 2022: $1,377,398Liabilities 2022: $105,407Net Assets 2022: $1,271,9912022Assets 2023: $1,130,356Liabilities 2023: $94,089Net Assets 2023: $1,036,2672023Assets 2024: $1,021,512Liabilities 2024: $73,930Net Assets 2024: $947,5822024

Highlighted filing

2024

Assets$1,021,512
Liabilities$73,930
Net Assets$947,582

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $540,634Expenses 2011: $386,662Net Income 2011: $153,9722011Revenue 2012: $549,588Expenses 2012: $398,510Net Income 2012: $151,0782012Revenue 2013: $603,499Expenses 2013: $471,559Net Income 2013: $131,9402013Revenue 2014: $566,925Expenses 2014: $497,059Net Income 2014: $69,8662014Revenue 2015: $597,027Expenses 2015: $522,912Net Income 2015: $74,1152015Revenue 2016: $600,277Expenses 2016: $512,557Net Income 2016: $87,7202016Revenue 2017: $684,690Expenses 2017: $617,705Net Income 2017: $66,9852017Revenue 2018: $632,995Expenses 2018: $591,910Net Income 2018: $41,0852018Revenue 2019: $718,984Expenses 2019: $639,003Net Income 2019: $79,9812019Revenue 2020: $208,518Expenses 2020: $235,191Net Income 2020: -$26,6732020Revenue 2021: $323,877Expenses 2021: $353,550Net Income 2021: -$29,6732021Revenue 2022: $650,878Expenses 2022: $743,263Net Income 2022: -$92,3852022Revenue 2023: $680,607Expenses 2023: $916,331Net Income 2023: -$235,7242023Revenue 2024: $836,645Expenses 2024: $934,067Net Income 2024: -$97,4222024

Highlighted filing

2024

Revenue$836,645
Expenses$934,067
Net Income-$97,422

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.07$0.95$0.84$0.93$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.09$1.04$0.68$0.92$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.11$1.27$0.65$0.74$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.06$1.36$0.32$0.35$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.08$1.39$0.21$0.24$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.72$0.64$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.63$0.59$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.01$1.30$0.68$0.62$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.05$1.23$0.60$0.51$0.09
2015Summary only. Only limited summary data is available for this year.$1.15$0.01$1.14$0.60$0.52$0.07
2014Summary only. Only limited summary data is available for this year.$1.08$0.01$1.07$0.57$0.50$0.07
2013Summary only. Only limited summary data is available for this year.$1.02$0.02$1.00$0.60$0.47$0.13
2012Summary only. Only limited summary data is available for this year.$0.89$0.02$0.87$0.55$0.40$0.15
2011Summary only. Only limited summary data is available for this year.$0.74$0.03$0.71$0.54$0.39$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$836,645
Mission and Program Overview

Mission

To be the conduit for professional growth and opportunities for the health care environment in california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$961,716$694,149▼ $267,567
Investments in Publicly Traded Securities-$277,039-
Cash and Non-Interest-Bearing Accounts$134,093$41,989▼ $92,104
Accounts Receivable$12,765$7,240▼ $5,525
Prepaid Expenses and Deferred Charges$21,782$1,095▼ $20,687
Total Assets$1,130,356$1,021,512▼ $108,844
Liabilities
Accounts Payable and Accrued Expenses$94,089$73,930▼ $20,159
Total Liabilities$94,089$73,930▼ $20,159
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,036,267$947,582▼ $88,685
Total Net Assets Fund Balance$1,036,267$947,582▼ $88,685
Total Liabilities and Net Assets / Fund Balance$1,130,356$1,021,512▼ $108,844
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mitchell GreerCentral Coastal Chapter President
Chuck PeekCentral Valley Chapter President
Narsimha IrrinkiImmediate Past President
Paul ManesseInland Chapter President
Philip HarriganLos Angeles Chapter President
Anthony CrawfordPresident
Charles ClayRedwood Chapter President
Kenneth GibsonSan Diego Chapter President
Rick BarkerSan Francisco Chapter President
Narsimha IrrinkiSilicon Valley Chapter President
Santiago ChambersVice President
Joseph BrothmanSecretary
Tom PetersonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Cmp ManagementManagement Services206 NW DR, Leander, TX 78641$260,750
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$836,170
Investment Income
$475
Other Revenue
$0
Change in Net Assets
$-97,422
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$932,770
Grants and Similar Amounts Paid$1,297
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$0$0$0$564,380
Fees for Services Management$0$0$0$260,750
Travel$0$0$0$44,103
Office Expenses$0$0$0$30,929
Information Technology$0$0$0$26,949
Occupancy$0$0$0$3,440
Insurance$0$0$0$2,219
Grants to Domestic Individuals$0--$1,297
Total Functional Expenses$0$0$0$934,067
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes
Filing and Contact Details

Filer

Filer Name
Cal Society for Healthcare Engineer
EIN
94-1636736
Phone
9166928961
Address
PO BOX 1027, LEANDER, TX 78646

Signing Officer

Name
Anthony Crawford
Title
President
Phone
9166928961
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony Crawford
Formed
1970
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Allman & Associates Inc
Address
9600 Great Hills Trail Suite 150W, Austin, TX 78759
Preparer
Peter L Allman CPA
Phone
5125023077
Supplemental Narrative

Additional Explanations

Pt VI, Line 3

The society hired cmp management, inc. To perform management services.

Pt VI, Line 6

The society has four types of memberships: facility membership, affiliate membership, retirement membership and student membership.

Pt VI, Line 11B

A copy of the form 990 is provided to the board prior to its filing.

Pt VI, Line 12C

Each individual shall disclose to the organization any personal interest which he/she may have in any matter pending before the organization and shall refrain from participation in any decision on such matter.

Pt VI, Line 19

The organizations governing documents and financial statements are available to members upon request.

Raw XML Appendix373 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/Form990PartVIISectionAGrp/TitleTxt4IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5CENTRAL COASTAL CHAPTER PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6CENTRAL VALLEY CHAPTER PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7INLAND CHAPTER PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8LOS ANGELES CHAPTER PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9REDWOOD CHAPTER PRESIDENT
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IRS990/OfficeExpensesGrp/TotalAmt030929
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021782
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01095
IRS990/PrincipalOfficerNm0ANTHONY CRAWFORD
IRS990/PriorPeriodAdjustmentsAmt08737
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1CHAPTER REVENUES
IRS990/ProgramServiceRevenueGrp/Desc2ANNUAL INSTITUTE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc3SEMINAR REVENUE
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0277200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1302530
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2236465
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt319975
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgSrvcAccomActy2Grp/Desc0CHAPTER ACTIVITIES: CHAPTER MEMBERS MEET PERIODICALLY AT MEETINGS FEATURING SPEAKERS ON TOPICS OF EDUCATIONAL VALUE TO THE HEALTH CARE FACILITY ENGINEERING FIELD AND CHAPTERS HOLD GOLF TOURNAMENTS AND OTHER SOCIAL EVENTS TO ENGAGE AND BUILD CONNECTION AMONG ITS MEMBERS.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt02290
IRS990/PYOtherExpensesAmt0916331
IRS990/PYOtherRevenueAmt0100
IRS990/PYProgramServiceRevenueAmt0678217
IRS990/PYRevenuesLessExpensesAmt0-235724
IRS990/PYTotalExpensesAmt0916331
IRS990/PYTotalRevenueAmt0680607
IRS990/ReconcilationRevenueExpnssAmt0-97422
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0961716
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0694149
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOCIETY HIRED CMP MANAGEMENT, INC. TO PERFORM MANAGEMENT SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOCIETY HAS FOUR TYPES OF MEMBERSHIPS: FACILITY MEMBERSHIP, AFFILIATE MEMBERSHIP, RETIREMENT MEMBERSHIP AND STUDENT MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH INDIVIDUAL SHALL DISCLOSE TO THE ORGANIZATION ANY PERSONAL INTEREST WHICH HE/SHE MAY HAVE IN ANY MATTER PENDING BEFORE THE ORGANIZATION AND SHALL REFRAIN FROM PARTICIPATION IN ANY DECISION ON SUCH MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATIONS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01130356
IRS990/TotalAssetsEOYAmt01021512
IRS990/TotalAssetsGrp/BOYAmt01130356
IRS990/TotalAssetsGrp/EOYAmt01021512
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0934067
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt094089
IRS990/TotalLiabilitiesEOYAmt073930
IRS990/TotalLiabilitiesGrp/BOYAmt094089
IRS990/TotalLiabilitiesGrp/EOYAmt073930
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01036267
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0947582
IRS990/TotalProgramServiceRevenueAmt0836170
IRS990/TotalRevenueGrp/ExclusionAmt0475
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0836170
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0836645
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01130356
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01021512
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt00
IRS990/TravelGrp/TotalAmt044103
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO BOX 1027
IRS990/USAddress/CityNm0LEANDER
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078646
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0www.cshe.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY CRAWFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09166928961
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAL SOCIETY FOR HEALTHCARE ENGINEER
ReturnHeader/Filer/BusinessNameControlTxt0CALS
ReturnHeader/Filer/EIN0941636736
ReturnHeader/Filer/PhoneNum09166928961
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1027
ReturnHeader/Filer/USAddress/CityNm0LEANDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078646
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462979080
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Allman & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09600 Great Hills Trail Suite 150W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078759
ReturnHeader/PreparerPersonGrp/PhoneNum05125023077
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peter L Allman CPA
ReturnHeader/ReturnTs02025-11-10T07:30:17-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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