Civic Intelligence

Education Training and Research Associates

990 • Fiscal year 2017 • EIN 94-2760764

Jul 01, 2016 to Jun 30, 2017 • Filed on May 10, 2018

Organization Profilewww.etr.org

View Organization Page

100 Enterprise Way Suite 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

43rd percentile

0.15x

Higher debt load relative to assets than 43% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

46th percentile

0.20x

Higher debt load relative to revenue than 46% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

61st percentile

$208,582

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

82nd percentile

19%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

20%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$18,336,260

Up $2,864,345 (+19%) from 2016

Net Assets

Up

$15,532,084

Up $2,295,735 (+17%) from 2016

Liabilities

Up

$2,804,176

Up $568,610 (+25%) from 2016

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin71st percentile

Revenue

Up

$14,271,995

Up $2,420,746 (+20%) from 2016

Expenses

Up

$12,507,565

Up $1,218,628 (+11%) from 2016

Net Income

Up

$1,764,430

Up $1,202,118 (+214%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2017

Assets$18,336,260
Liabilities$2,804,176
Net Assets$15,532,084
Open 2017 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

2017

Revenue$14,271,995
Expenses$12,507,565
Net Income$1,764,430
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 10, 2018
Return Version
2016v3.0
Gross Receipts
$24,190,111
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$6,948,779$7,884,538▲ $935,759
Accounts Receivable$2,498,219$3,024,748▲ $526,529
Savings and Temporary Cash Investments$898,628$2,812,142▲ $1,913,514
Intangible Assets$1,116,667$1,083,333▼ $33,334
Cash and Non-Interest-Bearing Accounts$1,724,422$976,229▼ $748,193
Inventories for Sale or Use$540,708$570,771▲ $30,063
Land, Buildings, and Equipment, Net$172,564$377,116▲ $204,552
Receivable From Disqualified Prsn$633,968$365,884▼ $268,084
Prepaid Expenses and Deferred Charges$135,560$148,712▲ $13,152
Receivables From Officers Etc$75,000$75,000→ $0
Total Assets$15,471,915$18,336,260▲ $2,864,345
Other Assets Total$727,400$1,017,787▲ $290,387
Liabilities
Accounts Payable and Accrued Expenses$1,084,486$1,174,789▲ $90,303
Deferred Revenue$350,524$980,025▲ $629,501
Unsecured Notes Loans Payable$675,000$525,000▼ $150,000
Other Liabilities$125,556$124,362▼ $1,194
Total Liabilities$2,235,566$2,804,176▲ $568,610
Net Assets / Fund Balance
Unrestricted Net Assets$13,236,349$15,532,084▲ $2,295,735
Total Net Assets Fund Balance$13,236,349$15,532,084▲ $2,295,735
Total Liabilities and Net Assets / Fund Balance$15,471,915$18,336,260▲ $2,864,345

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$152,851$251,742$404,593
Other Land Buildings$224,265-$224,265
Other Assets Org$487,200--
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel McCormickChief Executive OfficerFT$190,162$18,420$208,582
Karin CoyleSenior Research Scientist IIFT$165,197$19,824$185,021
Eric BlankeChief Information OfficerFT$162,850$19,836$182,686
David YeungInterim Chief Executive OfficerFT$159,789$19,313$179,102
Jill DennerSenior Research Scientist IFT$145,846$17,502$163,348
Vignetta CharlesChief Science OfficerFT$143,044$19,792$162,836
Coleen CantwellDirector of Business DevelopmentFT$142,407$18,408$160,815
Mathew McDowellDirector of MarketingFT$133,198$16,380$149,578
Debra ChristopherDirector of Learning SystemsFT$134,719$13,430$148,149
Pamela DrakeSenior Research Scientist IFT$123,818$15,522$139,340
Kathy PedersenChief Financial OfficerFT$134,009$2,960$136,969

Board Members and Trustees

NameTitle
Vincent Lafronza MS EdDBoard Chair
Kim Wiese MBABoard Vice Chair
Cynthia A Gomez PhDDirector
John Casken RN PMH PHDDirector
Kim De Serpa MSWDirector
Leslie Kantor PhD MPHDirector
Mike Prelip MPH DPADirector
Nancy Wongvipat Kalev MPHDirector
Nicole Ellen Jones JDDirector
Puaalaokalani D Aiu PHDDirector
Sarah Munson MBADirector
Shawn Moore MBADirector
Mim Dixon PHDSecretary
Larry AtkinsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
David CrouchSlatwall24 Managed Hosting & Support20 Franklin StSuite 400, Worcester, MA 01608$507,872
Revenue and Support

Revenue Composition

Contributions and Grants
$11,621
Program Service Revenue
$8,313,532
Investment Income
$376,440
Other Revenue
$5,570,402
All Other Contributions
$11,621
Change in Net Assets
$1,764,430

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,429,453
Revenue Not Reported on Financial Statements
$-1,157,458
Revenue Not Reported on Form 990
$549,162
Other Revenue Adjustments
$-1,157,458
Total Revenue per Audited Statements
$15,978,615
Total Revenue per Form 990
$14,271,995
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,570,080
Other Expenses$4,937,285
Grants and Similar Amounts Paid$200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,918,291$424,526-$5,342,817
Fees for Services Other$1,140,623$80,495-$1,221,118
Office Expenses$896,097$5,736-$901,833
Other Employee Benefits$540,332$182,286-$722,618
Information Technology$573,630$87,756-$661,386
Pension Plan Contributions$510,959$97,439-$608,398
Occupancy$498,802$83,213-$582,015
Travel$451,424$124,638-$576,062
Payroll Taxes$352,065$99,522-$451,587
Current Officers, Directors, Trustees, and Key Employees-$444,660-$444,660
Fees for Services Accounting$97,119$160,839-$257,958
Insurance$46,557$56,241-$102,798
Royalties$85,087--$85,087
Advertising$36,071$26,714-$62,785
Depreciation Depletion$54,841--$54,841
Other Expenses$42,921$740-$43,661
Fees for Services Legal$13,485$16,828-$30,313
Conferences and Meetings$27,827$1,935-$29,762
All Other Expenses$12,590$9,007-$21,597
Interest-$11,621-$11,621
Grants to Domestic Orgs$200--$200
Total Functional Expenses$10,528,874$1,978,691$0$12,507,565

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$13,682,881
Expenses per Audited Statements$12,507,565
Total Expenses per Form 990$12,507,565
Expenses Not Reported on Form 990$1,175,316
Expenses Not Reported on Financial Statements$0
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$633,968$365,884▼ $268,084
Receivables from Officers, Directors, Trustees, and Key Employees$75,000$75,000→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Investment in dfusion$118,512
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 11B

“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
EIN
94-2760764
Phone
8314384060
Address
100 Enterprise Way Suite G300, Scotts Valley, CA 95066

Signing Officer

Name
Kathy Pedersen
Title
CFO
Phone
8314384060
Signed
2018-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Pedersen
Formed
1981
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
113
Volunteers
0

Preparer

Firm
Bpm Llp
Address
2000 University Ave Ste 201, East Palo Alto, CA 94303
Preparer
Carolyn R Amster
Phone
6508556800
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Investment income -1,256. Dfusion LOC Interest Earned -17,857.”

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 -1,175,316. Interest dfusion line of credit 17,858.”

Part XII, Line 2D - Other Adjustments:

“Cost of Good Sold 1,175,316.”

Raw XML AppendixShowing 400 of 816 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/OtherCompensationAmt2017502
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IRS990/Form990PartVIISectionAGrp/PersonNm0Vincent Lafronza MS EdD
IRS990/Form990PartVIISectionAGrp/PersonNm1Kim Wiese MBA
IRS990/Form990PartVIISectionAGrp/PersonNm2Larry Atkins
IRS990/Form990PartVIISectionAGrp/PersonNm3Mim Dixon PHD
IRS990/Form990PartVIISectionAGrp/PersonNm4Puaalaokalani D Aiu PHD
IRS990/Form990PartVIISectionAGrp/PersonNm5John Casken RN PMH PHD
IRS990/Form990PartVIISectionAGrp/PersonNm6Kim De Serpa MSW
IRS990/Form990PartVIISectionAGrp/PersonNm7Cynthia A Gomez PhD
IRS990/Form990PartVIISectionAGrp/PersonNm8Nicole Ellen Jones JD
IRS990/Form990PartVIISectionAGrp/PersonNm9Leslie Kantor PhD MPH
IRS990/Form990PartVIISectionAGrp/PersonNm10Shawn Moore MBA
IRS990/Form990PartVIISectionAGrp/PersonNm11Sarah Munson MBA
IRS990/Form990PartVIISectionAGrp/PersonNm12Mike Prelip MPH DPA
IRS990/Form990PartVIISectionAGrp/PersonNm13Nancy Wongvipat Kalev MPH
IRS990/Form990PartVIISectionAGrp/PersonNm14Daniel McCormick
IRS990/Form990PartVIISectionAGrp/PersonNm15Eric Blanke
IRS990/Form990PartVIISectionAGrp/PersonNm16Vignetta Charles
IRS990/Form990PartVIISectionAGrp/PersonNm17David Yeung
IRS990/Form990PartVIISectionAGrp/PersonNm18Kathy Pedersen
IRS990/Form990PartVIISectionAGrp/PersonNm19Karin Coyle
IRS990/Form990PartVIISectionAGrp/PersonNm20Jill Denner
IRS990/Form990PartVIISectionAGrp/PersonNm21Coleen Cantwell
IRS990/Form990PartVIISectionAGrp/PersonNm22Mathew McDowell
IRS990/Form990PartVIISectionAGrp/PersonNm23Debra Christopher
IRS990/Form990PartVIISectionAGrp/PersonNm24Pamela Drake
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
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/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt15Chief Information Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt16Chief Science Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt17Interim Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt18Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt19Senior Research Scientist II
IRS990/Form990PartVIISectionAGrp/TitleTxt20Senior Research Scientist I
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director of Business Development
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director of Marketing
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director of Learning Systems
IRS990/Form990PartVIISectionAGrp/TitleTxt24Senior Research Scientist I
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-2064
IRS990/GainOrLossGrp/SecuritiesAmt0180344
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0200
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0200
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08921080
IRS990/GrossReceiptsAmt024190111
IRS990/GrossSalesOfInventoryAmt06745718
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt014
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt087756
IRS990/InformationTechnologyGrp/ProgramServicesAmt0573630
IRS990/InformationTechnologyGrp/TotalAmt0661386
IRS990/InsuranceGrp/ManagementAndGeneralAmt056241
IRS990/InsuranceGrp/ProgramServicesAmt046557
IRS990/InsuranceGrp/TotalAmt0102798
IRS990/IntangibleAssetsGrp/BOYAmt01116667
IRS990/IntangibleAssetsGrp/EOYAmt01083333
IRS990/InterestGrp/ManagementAndGeneralAmt011621
IRS990/InterestGrp/TotalAmt011621
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0540708
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0570771
IRS990/InvestmentIncomeGrp/ExclusionAmt0198160
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0198160
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06948779
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07884538
IRS990/IRPDocumentCnt0142
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0251742
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0172564
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0377116
IRS990/LandBldgEquipCostOrOtherBssAmt0628858
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt02064
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08740736
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
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IRS990/NetAssetsOrFundBalancesEOYAmt015532084
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0178280
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0178280
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt05570402
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt05570402
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IRS990/OtherExpensesGrp/Desc0Participant Reimb/Stipe
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IRS990/OtherExpensesGrp/Desc2Educational Materials
IRS990/OtherExpensesGrp/Desc3Equipment Rental & Main
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt156713
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27704
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3740
IRS990/OtherExpensesGrp/ProgramServicesAmt0148224
IRS990/OtherExpensesGrp/ProgramServicesAmt118542
IRS990/OtherExpensesGrp/ProgramServicesAmt263187
IRS990/OtherExpensesGrp/ProgramServicesAmt342921
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IRS990/OtherExpensesGrp/TotalAmt175255
IRS990/OtherExpensesGrp/TotalAmt270891
IRS990/OtherExpensesGrp/TotalAmt343661
IRS990/OtherLiabilitiesGrp/BOYAmt0125556
IRS990/OtherLiabilitiesGrp/EOYAmt0124362
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0424526
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04918291
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0352065
IRS990/PayrollTaxesGrp/TotalAmt0451587
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0510959
IRS990/PensionPlanContributionsGrp/TotalAmt0608398
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0148712

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,336,260
Liabilities
$2,804,176
Net assets
$15,532,084
Revenue
$14,271,995
Expenses
$12,507,565
Net income
$1,764,430
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
2017Detailed filing. Detailed filing data is available for this year.$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