Civic Intelligence

Education Training and Research Associates

990 • Fiscal year 2015 • EIN 94-2760764

Jul 01, 2014 to Jun 30, 2015 • Filed on May 13, 2016

Organization ProfileWWW.ETR.ORG

View Organization Page

100 Enterprise Way No G300Scotts Valley, CA 95066

(831) 438-4060

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.09x

Higher debt load relative to assets than 32% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

27th percentile

0.10x

Higher debt load relative to revenue than 27% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

76th percentile

16%

Higher net margin than 76% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

80th percentile

$312,409

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

58th percentile

3.0%

Faster asset growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

76th percentile

16%

Faster revenue growth than 76% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$14,107,612

Up $411,253 (+3.0%) from 2014

Net Assets

Up

$12,844,733

Up $1,072,694 (+9.1%) from 2014

Liabilities

Down

$1,262,879

Down $661,441 (-34%) from 2014

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin76th percentile

Revenue

Up

$12,973,797

Up $1,775,201 (+16%) from 2014

Expenses

Up

$10,938,852

Up $3,001 (+0.0%) from 2014

Net Income

Up

$2,034,945

Up $1,772,200 (+674%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$30M$20M$10M$0Assets 2010: $14,014,928Liabilities 2010: $1,897,954Net Assets 2010: $12,116,9742010Assets 2011: $13,416,253Liabilities 2011: $1,043,355Net Assets 2011: $12,372,8982011Assets 2012: $13,803,221Liabilities 2012: $1,719,821Net Assets 2012: $12,083,4002012Assets 2013: $12,446,358Liabilities 2013: $1,716,566Net Assets 2013: $10,729,7922013Assets 2014: $13,696,359Liabilities 2014: $1,924,320Net Assets 2014: $11,772,0392014Assets 2015: $14,107,612Liabilities 2015: $1,262,879Net Assets 2015: $12,844,7332015Assets 2016: $15,471,915Liabilities 2016: $2,235,566Net Assets 2016: $13,236,3492016Assets 2017: $18,336,260Liabilities 2017: $2,804,176Net Assets 2017: $15,532,0842017Assets 2018: $18,015,744Liabilities 2018: $2,688,412Net Assets 2018: $15,327,3322018Assets 2019: $18,396,994Liabilities 2019: $4,331,683Net Assets 2019: $14,065,3112019Assets 2020: $16,164,503Liabilities 2020: $4,487,467Net Assets 2020: $11,677,0362020Assets 2021: $15,485,603Liabilities 2021: $3,600,456Net Assets 2021: $11,885,1472021Assets 2022: $15,903,158Liabilities 2022: $6,388,415Net Assets 2022: $9,514,7432022Assets 2023: $18,861,813Liabilities 2023: $9,913,277Net Assets 2023: $8,948,5362023Assets 2024: $27,997,214Liabilities 2024: $16,176,765Net Assets 2024: $11,820,4492024

Highlighted filing

2015

Assets$14,107,612
Liabilities$1,262,879
Net Assets$12,844,733
Open 2015 Filing

Operations Trend

Revenue Growth76th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $14,972,5522010Revenue 2011: $13,309,914Expenses 2011: $13,433,977Net Income 2011: -$124,0632011Revenue 2012: $10,928,278Expenses 2012: $11,381,481Net Income 2012: -$453,2032012Expenses 2013: $14,176,5312013Revenue 2014: $11,198,596Expenses 2014: $10,935,851Net Income 2014: $262,7452014Revenue 2015: $12,973,797Expenses 2015: $10,938,852Net Income 2015: $2,034,9452015Revenue 2016: $11,851,249Expenses 2016: $11,288,937Net Income 2016: $562,3122016Revenue 2017: $14,271,995Expenses 2017: $12,507,565Net Income 2017: $1,764,4302017Revenue 2018: $15,597,969Expenses 2018: $15,442,959Net Income 2018: $155,0102018Revenue 2019: $14,564,060Expenses 2019: $16,232,529Net Income 2019: -$1,668,4692019Revenue 2020: $17,109,083Expenses 2020: $19,532,609Net Income 2020: -$2,423,5262020Revenue 2021: $19,032,847Expenses 2021: $19,940,970Net Income 2021: -$908,1232021Revenue 2022: $19,349,341Expenses 2022: $20,789,030Net Income 2022: -$1,439,6892022Revenue 2023: $20,803,353Expenses 2023: $21,609,773Net Income 2023: -$806,4202023Revenue 2024: $24,814,845Expenses 2024: $22,338,997Net Income 2024: $2,475,8482024

Highlighted filing

2015

Revenue$12,973,797
Expenses$10,938,852
Net Income$2,034,945
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$20,028,306
Mission and Program Overview

Mission

Education, training and research associates ("etr") is a nonprofit corporation whose purpose is to provide family life and health education materials, training and related research. A significant portion of etr's product sales are to public agencies and nonprofit organizations throughout the united states.

To provide family life and health education materials, training and related research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,451,658$7,192,527▼ $259,131
Accounts Receivable$2,389,349$2,440,721▲ $51,372
Cash and Non-Interest-Bearing Accounts$667,814$1,602,816▲ $935,002
Savings and Temporary Cash Investments$324,120$899,004▲ $574,884
Inventories for Sale or Use$504,118$591,668▲ $87,550
Receivable From Disqualified Prsn$66,549$314,462▲ $247,913
Receivables From Officers Etc$81,667$75,000▼ $6,667
Land, Buildings, and Equipment, Net$786,389$67,309▼ $719,080
Prepaid Expenses and Deferred Charges$116,726$66,853▼ $49,873
Total Assets$13,696,359$14,107,612▲ $411,253
Other Assets Total$1,307,969$857,252▼ $450,717
Liabilities
Accounts Payable and Accrued Expenses$1,222,221$988,892▼ $233,329
Mortgage Notes Payable Secured by Investment Property$350,000$0▼ $350,000
Deferred Revenue$340,399$268,137▼ $72,262
Other Liabilities$11,700$5,850▼ $5,850
Total Liabilities$1,924,320$1,262,879▼ $661,441
Net Assets / Fund Balance
Unrestricted Net Assets$11,772,039$12,844,733▲ $1,072,694
Total Net Assets Fund Balance$11,772,039$12,844,733▲ $1,072,694
Total Liabilities and Net Assets / Fund Balance$13,696,359$14,107,612▲ $411,253

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$67,309$209,196$276,505
Other Assets Org$-163,550--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel MccormickChief Executive OfficerFT$288,327$24,082$312,409
David KitchenChief Financial OfficerFT$160,978$30,410$191,388
Karin CoyleSenior Research Scientist IiFT$146,997$29,165$176,162
Eric BlankeChief Information OfficerFT$130,514$26,965$157,479
Erin Cassidy-eagleDirector of Research/scienceFT$128,327$25,126$153,453
Coleen CantwellDirector of Business DevelopmentFT$121,938$25,812$147,750
Jill DennerSenior Research Scientist IFT$121,809$25,941$147,750
Pamela DrakeSenior Research Scientist IFT$110,579$22,723$133,302
Greg WeaverDirector of OperationsFT$109,706$19,041$128,747
Debra ChristopherDirector of Learning SystemsFT$105,024$23,335$128,359

Board Members and Trustees

NameTitle
Robert Keet MdBoard Chair
John Casken Mph PhdBoard Vice Chair
Jay Bernhardt Phd MphDirector
Kim Wiese MbaDirector
Michael Prelip PhdDirector
Mim Dixon PhdDirector
Nicole Ellen Jones JdDirector
Puaalaokalani D Aiu PhdDirector
Vincent Lafronza EddDirector
Rosalind Alexander-kasparik MaSecretary
Robert L Christensen MbaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,857,000
Investment Income
$2,006,020
Other Revenue
$3,110,777
Change in Net Assets
$2,034,945

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,072,980
Revenue Not Reported on Financial Statements
$-1,099,182
Revenue Not Reported on Form 990
$-962,252
Other Revenue Adjustments
$-1,099,182
Total Revenue per Audited Statements
$13,110,728
Total Revenue per Form 990
$12,973,798
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,109,927
Other Expenses$3,822,725
Grants and Similar Amounts Paid$6,200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,801,795$252,199-$5,053,994
Fees for Services Other$1,096,496$30,680-$1,127,176
Office Expenses$898,554$8,540-$907,094
Other Employee Benefits$592,500$57,438-$649,938
Pension Plan Contributions$475,117$80,978-$556,095
Payroll Taxes$350,013$77,267-$427,280
Current Officers, Directors, Trustees, and Key Employees-$422,620-$422,620
Travel$330,342$56,066-$386,408
Occupancy$324,848$59,657-$384,505
Fees for Services Accounting$15,851$230,849-$246,700
Information Technology$161,047$39,187-$200,234
Insurance$84,053$56,834-$140,887
Fees for Services Legal-$71,403-$71,403
Depreciation Depletion$64,288--$64,288
Royalties$37,821--$37,821
Advertising$31,933--$31,933
Conferences and Meetings$25,291--$25,291
Other Expenses$14,933$5,313-$14,933
Grants to Domestic Orgs$6,200--$6,200
Interest-$1,906-$1,906
All Other Expenses$-24,223$4,419-$-19,804
Total Functional Expenses$9,483,496$1,455,356$0$10,938,852

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,038,034
Total Expenses per Form 990$10,938,852
Expenses per Audited Statements$10,933,678
Expenses Not Reported on Form 990$1,104,356
Expenses Not Reported on Financial Statements$5,174
Other Expense Adjustments$5,174
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$66,549$314,462▲ $247,913
Receivables from Officers, Directors, Trustees, and Key Employees$81,667$75,000▼ $6,667
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$5,850
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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 B, Line 11

“The draft copy of the 990 is posted on the internal secure intranet board of directors site for review by members of the board. In addition, electronic copies of the draft 990 are sent directly to each member of the finance committee of the board of directors for review.”

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

“The organization's conflict of interest policy covers all staff and board members and covers their duty of care, duty of loyalty and the propert handling of potential conflicts. Potential conflicts include matters of income/compensation, investment, gifts gratutites and entertainment, and professional services. Board members re-affirm their commitments to their duties and disclose any potential conflicts through the organization's board member affirmation and board member conflict of interest disclosure statement. Failure to comply will result in displinary/corrective action by the remaining board members.”

Form 990, Part VI, Section B, Line 15

“The compensation of the ceo is reviewed on an annual basis at the end of the fiscal year. The board of directors reviews salary survey information provided by the director of human resources. In addition, the board reviews/evaluates the ceo's performance in relation to identified goals and the approved 5 year strategic plan.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Education Training and Research Associates
EIN
94-2760764
Phone
8314384060
Address
100 ENTERPRISE WAY NO G300, SCOTTS VALLEY, CA 95066

Signing Officer

Name
Kathy Pedersen
Title
CFO
Phone
8314384060
Signed
2016-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Pedersen
Formed
1981
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
112
Volunteers
0

Preparer

Firm
Burr Pilger Mayer Inc
Address
2000 UNIVERSITY AVE 201, EAST PALO ALTO, CA 94303
Preparer
Carolyn R Amster
Phone
6508556800
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other fees for services: program service expenses 1,096,496. Management and general expenses 30,680. Fundraising expenses 0. Total expenses 1,127,176.”

FORM 990, PART XI, LINE 9:

“Investment losses treated as loan reduction for book purposes -163,550.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Cost of good sold -1,104,356. Miscellaneous interest dfusion line of credit 5,174.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of good sold 1,104,356. Miscellaneous”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Interest dfusion line of credit 5,174.”

Raw XML AppendixShowing 400 of 729 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/PersonNm8PUAALAOKALANI D AIU PHD
IRS990/Form990PartVIISectionAGrp/PersonNm9MIM DIXON PHD
IRS990/Form990PartVIISectionAGrp/PersonNm10KIM WIESE MBA
IRS990/Form990PartVIISectionAGrp/PersonNm11ERIC BLANKE
IRS990/Form990PartVIISectionAGrp/PersonNm12DANIEL MCCORMICK
IRS990/Form990PartVIISectionAGrp/PersonNm13COLEEN CANTWELL
IRS990/Form990PartVIISectionAGrp/PersonNm14DEBRA CHRISTOPHER
IRS990/Form990PartVIISectionAGrp/PersonNm15KARIN COYLE
IRS990/Form990PartVIISectionAGrp/PersonNm16JILL DENNER
IRS990/Form990PartVIISectionAGrp/PersonNm17PAMELA DRAKE
IRS990/Form990PartVIISectionAGrp/PersonNm18DAVID KITCHEN
IRS990/Form990PartVIISectionAGrp/PersonNm19GREG WEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm20ERIN CASSIDY-EAGLE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16121809
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF BUSINESS DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF LEARNING SYSTEMS
IRS990/Form990PartVIISectionAGrp/TitleTxt15SENIOR RESEARCH SCIENTIST II
IRS990/Form990PartVIISectionAGrp/TitleTxt16SENIOR RESEARCH SCIENTIST I
IRS990/Form990PartVIISectionAGrp/TitleTxt17SENIOR RESEARCH SCIENTIST I
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR OF RESEARCH/SCIENCE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd01
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
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IRS990/GainOrLossGrp/SecuritiesAmt0147494
IRS990/GamingActivitiesInd00
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt06200
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt02075000
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05392339
IRS990/GrossReceiptsAmt020028306
IRS990/GrossSalesOfInventoryAmt04215132
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt010
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt039187
IRS990/InformationTechnologyGrp/ProgramServicesAmt0161047
IRS990/InformationTechnologyGrp/TotalAmt0200234
IRS990/InsuranceGrp/ManagementAndGeneralAmt056834
IRS990/InsuranceGrp/ProgramServicesAmt084053
IRS990/InsuranceGrp/TotalAmt0140887
IRS990/InterestGrp/ManagementAndGeneralAmt01906
IRS990/InterestGrp/TotalAmt01906
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0504118
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0591668
IRS990/InvestmentIncomeGrp/ExclusionAmt0488835
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0488835
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07451658
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07192527
IRS990/IRPDocumentCnt0124
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0209196
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0786389
IRS990/LandBldgEquipBasisNetGrp/EOYAmt067309
IRS990/LandBldgEquipCostOrOtherBssAmt0276505
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0705309
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05244845
IRS990/LoanOutstandingInd01
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EDUCATION, TRAINING AND RESEARCH ASSOCIATES ("ETR") IS A NONPROFIT CORPORATION WHOSE PURPOSE IS TO PROVIDE FAMILY LIFE AND HEALTH EDUCATION MATERIALS, TRAINING AND RELATED RESEARCH. A SIGNIFICANT PORTION OF ETR'S PRODUCT SALES ARE TO PUBLIC AGENCIES AND NONPROFIT ORGANIZATIONS THROUGHOUT THE UNITED STATES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0350000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt011772039
IRS990/NetAssetsOrFundBalancesEOYAmt012844733
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01517185
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01517185
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt03110777
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt03110777
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-798702
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt059657
IRS990/OccupancyGrp/ProgramServicesAmt0324848
IRS990/OccupancyGrp/TotalAmt0384505
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08540
IRS990/OfficeExpensesGrp/ProgramServicesAmt0898554
IRS990/OfficeExpensesGrp/TotalAmt0907094
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01307969
IRS990/OtherAssetsTotalGrp/EOYAmt0857252
IRS990/OtherChangesInNetAssetsAmt0-163550
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt057438
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0592500
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0649938
IRS990/OtherExpensesGrp/Desc0PARTICIPANT REIMB/STIPE
IRS990/OtherExpensesGrp/Desc1EDUCATION MATERIALS
IRS990/OtherExpensesGrp/Desc2OPERATION OF FACILITIES
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05313
IRS990/OtherExpensesGrp/ProgramServicesAmt0124665
IRS990/OtherExpensesGrp/ProgramServicesAmt146011
IRS990/OtherExpensesGrp/ProgramServicesAmt225961
IRS990/OtherExpensesGrp/ProgramServicesAmt314933
IRS990/OtherExpensesGrp/TotalAmt0124665
IRS990/OtherExpensesGrp/TotalAmt151324
IRS990/OtherExpensesGrp/TotalAmt225961
IRS990/OtherExpensesGrp/TotalAmt314933
IRS990/OtherLiabilitiesGrp/BOYAmt011700
IRS990/OtherLiabilitiesGrp/EOYAmt05850
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0252199
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04801795
IRS990/OtherSalariesAndWagesGrp/TotalAmt05053994
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt077267
IRS990/PayrollTaxesGrp/ProgramServicesAmt0350013
IRS990/PayrollTaxesGrp/TotalAmt0427280
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt080978
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0475117
IRS990/PensionPlanContributionsGrp/TotalAmt0556095
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0116726
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt066853
IRS990/PrincipalOfficerNm0KATHY PEDERSEN
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1519100
IRS990/ProgramServiceRevenueGrp/BusinessCd2519100
IRS990/ProgramServiceRevenueGrp/Desc0FEDERAL AND STSATE GOVERNMENT GRA
IRS990/ProgramServiceRevenueGrp/Desc1TRAINING, CONSULTING AND OTHER IN
IRS990/ProgramServiceRevenueGrp/Desc2FOUNDATION GRANTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06551338
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1705792
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2599870
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06551338
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1705792
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2599870
IRS990/ProgSrvcAccomActy2Grp/Desc0CENTERS FOR DISEASE CONTROL AND PREVENTION - ETR PROVIDES CAPACITY BUILDING SERVICES AND TRAINING THROUGH-OUT THE UNITED STATES TO HUNDREDS OF HEALTH SERVICE PROVIDERS, INCLUDING STATE AND LOCAL AGENCIES AND COMMUNITY BASED ORGANIZATIONS. IN ADDITION, ETR CONDUCTS RIGOROUS EVALUATION SERVICES TO ENSURE PROGRAMS ARE EFFECTIVE AND ARE BEING CONDUCTED WITH FIDELITY TO PROGRAM REQUIREMENTS. EVALUATIONS SERVICES PROVIDED TO TEEN PREGNANCY PREVENTION INITIATIVE PROGRAMS IN SOUTH CAROLINA, TEXAS, AND CALIFORNIA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02838285
IRS990/ProgSrvcAccomActy2Grp/GrantAmt06200
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt03127240
IRS990/ProgSrvcAccomActy3Grp/Desc0CALIFORNIA DEPARTMENT OF HEALTH - CALIFORNIA DEPARTMENT OF PUBLIC HEALTH FUNDS TWO PROJECTS AT ETR RELATED TO REDUCING AND ELIMINATING TOBACCO USE AND ITS EFFECTS. SUCCESSFULLY RECOMPETED BOTH PROJECTS WORTH A TOTAL OF $4,450,000. DISTRIBUTED OVER ONE MILLION PIECES OF INFORMATION AND HELD SEVERAL HUNDRED TRAININGS OR TECHNICAL ASSISTANCE SESSIONS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0966981
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01045061
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02339750
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt04095758
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0218596
IRS990/PYOtherExpensesAmt03280290
IRS990/PYOtherRevenueAmt02853903
IRS990/PYProgramServiceRevenueAmt08126097
IRS990/PYRevenuesLessExpensesAmt0262745
IRS990/PYSalariesCompEmpBnftPaidAmt07655561
IRS990/PYTotalExpensesAmt010935851
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011198596
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt066549
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt0314462
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt081667

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,107,612
Liabilities
$1,262,879
Net assets
$12,844,733
Revenue
$12,973,797
Expenses
$10,938,852
Net income
$2,034,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.0$16.2$11.8$24.8$22.3$2.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.9$9.91$8.95$20.8$21.6$0.81
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$6.39$9.51$19.3$20.8$1.44
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$3.60$11.9$19.0$19.9$0.91
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$4.49$11.7$17.1$19.5$2.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$4.33$14.1$14.6$16.2$1.67
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$2.69$15.3$15.6$15.4$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.3$2.80$15.5$14.3$12.5$1.76
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$2.24$13.2$11.9$11.3$0.56
2015Detailed filing. Detailed filing data is available for this year.$14.1$1.26$12.8$13.0$10.9$2.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$1.92$11.8$11.2$10.9$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.4$1.72$10.7$14.2
2012Summary only. Only limited summary data is available for this year.$13.8$1.72$12.1$10.9$11.4$0.45
2011Summary only. Only limited summary data is available for this year.$13.4$1.04$12.4$13.3$13.4$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$1.90$12.1$15.0