Civic Intelligence

Education Training and Research Associates

990 • Fiscal year 2019 • EIN 94-2760764

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 13, 2020

5619 Scotts Valley Drive No 140Scotts Valley, CA 95066

(831) 438-4060

Siviq Scores

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

Liabilities / Assets

54th percentile

0.24x

Higher debt load relative to assets than 54% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.30x

Higher debt load relative to revenue than 57% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

15th percentile

-11%

Higher net margin than 15% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

79th percentile

$307,643

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

44th percentile

2.1%

Faster asset growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-6.6%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$18,396,994

Up $381,250 (+2.1%) from 2018

Net Assets

Down

$14,065,311

Down $1,262,021 (-8.2%) from 2018

Liabilities

Up

$4,331,683

Up $1,643,271 (+61%) from 2018

Revenue

Down

$14,564,060

Down $1,033,909 (-6.6%) from 2018

Expenses

Up

$16,232,529

Up $789,570 (+5.1%) from 2018

Net Income

Down

-$1,668,469

Down $1,823,479 (-1176%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$18,396,994
Liabilities$4,331,683
Net Assets$14,065,311

Operations Trend

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

2019

Revenue$14,564,060
Expenses$16,232,529
Net Income-$1,668,469
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 13, 2020
Return Version
2018v3.2
Gross Receipts
$16,065,204
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.

Etr is driven by our mission to improve health and increase opportunities for youth, families and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,846,051$9,387,293▲ $541,242
Accounts Receivable$2,760,444$4,006,427▲ $1,245,983
Intangible Assets$1,075,000$1,075,000→ $0
Land, Buildings, and Equipment, Net$833,358$1,048,937▲ $215,579
Savings and Temporary Cash Investments$1,724,295$803,207▼ $921,088
Inventories for Sale or Use$592,569$639,471▲ $46,902
Receivable From Disqualified Prsn$238,546$296,031▲ $57,485
Prepaid Expenses and Deferred Charges$169,196$226,510▲ $57,314
Cash and Non-Interest-Bearing Accounts$424,528$53,804▼ $370,724
Receivables From Officers Etc$64,285$53,571▼ $10,714
Total Assets$18,015,744$18,396,994▲ $381,250
Other Assets Total$1,287,472$806,743▼ $480,729
Liabilities
Accounts Payable and Accrued Expenses$1,494,558$1,756,197▲ $261,639
Deferred Revenue$760,497$1,350,486▲ $589,989
Unsecured Notes Loans Payable$375,000$1,225,000▲ $850,000
Other Liabilities$58,357$0▼ $58,357
Total Liabilities$2,688,412$4,331,683▲ $1,643,271
Net Assets / Fund Balance
Unrestricted Net Assets$15,327,332$14,065,311▼ $1,262,021
Total Net Assets Fund Balance$15,327,332$14,065,311▼ $1,262,021
Total Liabilities and Net Assets / Fund Balance$18,015,744$18,396,994▲ $381,250

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$941,231$572,122$1,513,353
Leasehold Improvements$107,706$17,336$125,042
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vignetta CharlesChief Executive OfficerFT$238,868$68,775$307,643
Karin CoyleChief Science OfficerFT$182,662$29,329$211,991
Coleen CantwellVice President, Business DevelopmentFT$166,697$40,681$207,378
Eric BlankeChief Operating OfficerFT$179,975$20,031$200,006
Jill DennerSenior Research Scientist IlFT$154,623$26,245$180,868
David YeungChief Financial OfficerFT$151,127$25,787$176,914
Mathew McdowellDirector of Product Development & DisseminationFT$127,803$36,817$164,620
Mathew McdowellDirector of Product Development & Di-$127,803$36,817$164,620
Pamela DrakeSenior Research Scientist IFT$116,810$40,248$157,058
Debra ChristopherAmbassador for Health and LearningFT$116,294$30,339$146,633
John ShieldsSenior Research Scientist LFT$115,919$20,430$136,349

Board Members and Trustees

NameTitle
Cynthia GomezBoard Chair
Kim WieseBoard Vice Chair
Bhupendra SheoranVice President of Global Development
John CaskenBoard Member
Kim De SerpaBoard Member
Leslie KantorBoard Member
Mike PrelipBoard Member
Nancy Wongvipat KalevBoard Member
Nicole Ellen JonesBoard Member
Sarah MunsonBoard Member
Shawn MooreBoard Member
Vincent LafronzaBoard Member
Mim DixonBoard Secretary
Larry AtkinsBoard Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
David CrouchSlatwall24 Managed Hosting & Support20 FRANKLIN STSUITE 400, Worcester, MA 01608$1,265,329
Bpm LLPAudit, Tax & Consulting60 SOUTH MARKET STREET SUITE 800, San Jose, CA 95113$218,251
Revenue and Support

Revenue Composition

Contributions and Grants
$5,625
Program Service Revenue
$10,249,145
Investment Income
$442,353
Other Revenue
$3,866,937
All Other Contributions
$5,625
Change in Net Assets
$-1,668,469

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,065,204
Revenue Not Reported on Financial Statements
$-1,501,144
Revenue Not Reported on Form 990
$406,449
Other Revenue Adjustments
$-1,501,144
Total Revenue per Audited Statements
$16,471,653
Total Revenue per Form 990
$14,564,060
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,563,338
Other Expenses$6,658,691
Grants and Similar Amounts Paid$10,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,937,386$1,365,149-$6,302,535
Fees for Services Other$1,487,778$289,966-$1,777,744
Current Officers, Directors, Trustees, and Key Employees$915,167$253,037-$1,168,204
Other Employee Benefits$845,765$233,847-$1,079,612
Travel$675,536$243,539-$919,075
Occupancy$654,173$163,362-$817,535
Payroll Taxes$433,680$119,909-$553,589
Pension Plan Contributions$359,891$99,507-$459,398
Depreciation Depletion$272,964$41,812-$314,776
Fees for Service Investment Mgmnt Fees$60,217$119,433-$179,650
Other Expenses$8,729$81,129-$89,858
Advertising$64,436$24,097-$88,533
Fees for Services Accounting-$52,960-$52,960
Grants to Domestic Orgs$10,500--$10,500
Fees for Services Legal$3,384$4,841-$8,225
All Other Expenses$-159,814--$-159,814
Total Functional Expenses$12,920,866$3,311,663$0$16,232,529

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$17,733,673
Expenses per Audited Statements$16,232,529
Total Expenses per Form 990$16,232,529
Expenses Not Reported on Form 990$1,501,144
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Black Emotional and Mental Health CollectiveLos Angeles, CA501(c)(3)General Purpose$5,000

International Summary

Offices
0
Employees
4
Spending
$12,526

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanProgram ExpensesMedical Research04$12,526
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$238,546$296,031▲ $57,485
Receivables from Officers, Directors, Trustees, and Key Employees$64,285$53,571▼ $10,714
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 proper 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 3-year goals and approved annual performance metrics.

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
5619 SCOTTS VALLEY DRIVE NO 140, SCOTTS VALLEY, CA 95066

Signing Officer

Name
David Yeung
Title
CFO
Phone
8314384060
Signed
2020-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Yeung
Formed
1981
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
125
Volunteers
0

Preparer

Firm
Bpm Llp
Address
4200 BOHANNON DRIVE SUITE 250, MENLO PARK, CA 94025-1021
Preparer
Carolyn R Amster
Phone
6508556800
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other fees for services: program service expenses 1,487,778. Management and general expenses 289,966. Fundraising expenses 0. Total expenses 1,777,744.

FORM 990, PART XI, LINE 9:

Equity method gain 268,067.

Part XII, Line 2C

The process has not changed from the prior year.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Equity method gain 268,068.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Cost of good sold -1,501,144.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of good sold 1,501,144.

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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/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
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IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1320031
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1440681
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1568775
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1629329
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1725787
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1926245
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2040248
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2136817
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2220430
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2330339
IRS990/Form990PartVIISectionAGrp/PersonNm0CYNTHIA GOMEZ
IRS990/Form990PartVIISectionAGrp/PersonNm1KIM WIESE
IRS990/Form990PartVIISectionAGrp/PersonNm2LARRY ATKINS
IRS990/Form990PartVIISectionAGrp/PersonNm3MIM DIXON
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN CASKEN
IRS990/Form990PartVIISectionAGrp/PersonNm5KIM DE SERPA
IRS990/Form990PartVIISectionAGrp/PersonNm6NICOLE ELLEN JONES
IRS990/Form990PartVIISectionAGrp/PersonNm7LESLIE KANTOR
IRS990/Form990PartVIISectionAGrp/PersonNm8VINCENT LAFRONZA
IRS990/Form990PartVIISectionAGrp/PersonNm9SHAWN MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm10SARAH MUNSON
IRS990/Form990PartVIISectionAGrp/PersonNm11MIKE PRELIP
IRS990/Form990PartVIISectionAGrp/PersonNm12NANCY WONGVIPAT KALEV
IRS990/Form990PartVIISectionAGrp/PersonNm13ERIC BLANKE
IRS990/Form990PartVIISectionAGrp/PersonNm14COLEEN CANTWELL
IRS990/Form990PartVIISectionAGrp/PersonNm15VIGNETTA CHARLES
IRS990/Form990PartVIISectionAGrp/PersonNm16KARIN COYLE
IRS990/Form990PartVIISectionAGrp/PersonNm17DAVID YEUNG
IRS990/Form990PartVIISectionAGrp/PersonNm18BHUPENDRA SHEORAN
IRS990/Form990PartVIISectionAGrp/PersonNm19JILL DENNER
IRS990/Form990PartVIISectionAGrp/PersonNm20PAMELA DRAKE
IRS990/Form990PartVIISectionAGrp/PersonNm21MATHEW MCDOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm22JOHN SHIELDS
IRS990/Form990PartVIISectionAGrp/PersonNm23DEBRA CHRISTOPHER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13179975
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14166697
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15238868
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16182662
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17151127
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19154623
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20116810
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21127803
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22115919
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23116294
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT, BUSINESS DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF SCIENCE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE PRESIDENT OF GLOBAL DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19SENIOR RESEARCH SCIENTIST IL
IRS990/Form990PartVIISectionAGrp/TitleTxt20SENIOR RESEARCH SCIENTIST I
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR OF PRODUCT DEVELOPMENT & DISSEMINATION
IRS990/Form990PartVIISectionAGrp/TitleTxt22SENIOR RESEARCH SCIENTIST L
IRS990/Form990PartVIISectionAGrp/TitleTxt23AMBASSADOR FOR HEALTH AND LEARNING
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt016065204
IRS990/GrossSalesOfInventoryAmt05368081
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt014
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/IntangibleAssetsGrp/BOYAmt01075000
IRS990/IntangibleAssetsGrp/EOYAmt01075000
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0592569
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0639471
IRS990/InvestmentIncomeGrp/ExclusionAmt0442353
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0442353
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08846051
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09387293
IRS990/IRPDocumentCnt0101
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0589458
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0833358
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01048937
IRS990/LandBldgEquipCostOrOtherBssAmt01638395
IRS990/LegalDomicileStateCd0CA
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 THAT ENVISIONS A WORLD WHERE ALL PEOPLE HAVE THE INFORMATION, SKILLS, AND OPPORTUNITIES TO LEAD HEALTHY LIVES. WE ARE DRIVEN BY OUR MISSION TO IMPROVE HEALTH AND INCREASE OPPORTUNITIES FOR YOUTH, FAMILIES, AND COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt015327332
IRS990/NetAssetsOrFundBalancesEOYAmt014065311
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt03866937
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt03866937
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0138381
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0163362
IRS990/OccupancyGrp/ProgramServicesAmt0654173
IRS990/OccupancyGrp/TotalAmt0817535
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01287472
IRS990/OtherAssetsTotalGrp/EOYAmt0806743
IRS990/OtherChangesInNetAssetsAmt0268067
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0233847
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0845765
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01079612
IRS990/OtherExpensesGrp/Desc0OPERATION OF FACILITIES
IRS990/OtherExpensesGrp/Desc1PRINTING, DUPLICATION,
IRS990/OtherExpensesGrp/Desc2SUPPLIES & EDUCATIONAL
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0191235
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110157
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt217683
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt381129
IRS990/OtherExpensesGrp/ProgramServicesAmt01609377
IRS990/OtherExpensesGrp/ProgramServicesAmt1640234
IRS990/OtherExpensesGrp/ProgramServicesAmt2101463
IRS990/OtherExpensesGrp/ProgramServicesAmt38729
IRS990/OtherExpensesGrp/TotalAmt01800612
IRS990/OtherExpensesGrp/TotalAmt1650391
IRS990/OtherExpensesGrp/TotalAmt2119146
IRS990/OtherExpensesGrp/TotalAmt389858
IRS990/OtherLiabilitiesGrp/BOYAmt058357
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01365149
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04937386
IRS990/OtherSalariesAndWagesGrp/TotalAmt06302535
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0119909
IRS990/PayrollTaxesGrp/ProgramServicesAmt0433680
IRS990/PayrollTaxesGrp/TotalAmt0553589
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt099507
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0359891
IRS990/PensionPlanContributionsGrp/TotalAmt0459398
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0169196
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0226510
IRS990/PrincipalOfficerNm0DAVID YEUNG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0519100
IRS990/ProgramServiceRevenueGrp/BusinessCd1519100
IRS990/ProgramServiceRevenueGrp/Desc0FEDERAL AND STATE GOVERNMENT GRAN
IRS990/ProgramServiceRevenueGrp/Desc1CONSULTING AND OTHER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010206468
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt142677
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010206468
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt142677
IRS990/ProgSrvcAccomActy2Grp/Desc0CALIFORNIA DEPARTMENT OF HEALTH - CALIFORNIA DEPARTMENT OF PUBLIC HEALTH FUNDS THREE PROJECTS AT ETR RELATED TO REDUCING AND ELIMINATING TOBACCO USE AND ITS EFFECTS. DISTRIBUTED OVER ONE MILLION PIECES OF INFORMATION AND HELD SEVERAL HUNDRED TRAININGS OR TECHNICAL ASSISTANCE SESSIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03605449
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt03271665
IRS990/ProgSrvcAccomActy3Grp/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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01153979
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0965683
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03290531
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt010500

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2019Detailed filing. Detailed filing data is available for this year.$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