Civic Intelligence

Education Training and Research Associates

990 • Fiscal year 2020 • EIN 94-2760764

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

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

55th percentile

0.28x

Higher debt load relative to assets than 55% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

48th percentile

0.26x

Higher debt load relative to revenue than 48% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

16th percentile

-14%

Higher net margin than 16% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

83rd percentile

$342,835

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

5th percentile

-12%

Faster asset growth than 5% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

17%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Down

$16,164,503

Down $2,232,491 (-12%) from 2019

Net Assets

Down

$11,677,036

Down $2,388,275 (-17%) from 2019

Liabilities

Up

$4,487,467

Up $155,784 (+3.6%) from 2019

Revenue

Up

$17,109,083

Up $2,545,023 (+17%) from 2019

Expenses

Up

$19,532,609

Up $3,300,080 (+20%) from 2019

Net Income

Down

-$2,423,526

Down $755,057 (-45%) from 2019

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

2020

Assets$16,164,503
Liabilities$4,487,467
Net Assets$11,677,036

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

2020

Revenue$17,109,083
Expenses$19,532,609
Net Income-$2,423,526
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.2
Gross Receipts
$23,875,593
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's mission is to improve health and increase opportunities for youth, families, and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,387,293$6,769,550▼ $2,617,743
Accounts Receivable$4,006,427$2,932,391▼ $1,074,036
Savings and Temporary Cash Investments$803,207$2,774,216▲ $1,971,009
Intangible Assets$1,075,000$1,075,000→ $0
Inventories for Sale or Use$639,471$853,359▲ $213,888
Land, Buildings, and Equipment, Net$1,048,937$811,873▼ $237,064
Receivable From Disqualified Prsn$296,031$225,088▼ $70,943
Prepaid Expenses and Deferred Charges$226,510$180,984▼ $45,526
Receivables From Officers Etc$53,571$42,857▼ $10,714
Cash and Non-Interest-Bearing Accounts$53,804$2,016▼ $51,788
Total Assets$18,396,994$16,164,503▼ $2,232,491
Other Assets Total$806,743$497,169▼ $309,574
Liabilities
Unsecured Notes Loans Payable$1,225,000$1,792,874▲ $567,874
Accounts Payable and Accrued Expenses$1,756,197$1,393,757▼ $362,440
Deferred Revenue$1,350,486$1,219,742▼ $130,744
Other Liabilities$0$81,094▲ $81,094
Total Liabilities$4,331,683$4,487,467▲ $155,784
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,065,311$11,677,036▼ $2,388,275
Total Net Assets Fund Balance$14,065,311$11,677,036▼ $2,388,275
Total Liabilities and Net Assets / Fund Balance$18,396,994$16,164,503▼ $2,232,491

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$694,385$848,581$1,542,966
Leasehold Improvements$117,488$49,688$167,176
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vignetta CharlesChief Executive OfficerFT$268,783$74,052$342,835
Karin CoyleChief Science OfficerFT$168,783$50,098$218,881
Coleen CantwellVP Business DevelopmentFT$173,440$44,231$217,671
Eric BlankeChief Operating OfficerFT$185,257$22,396$207,653
Jill DennerSenior Research Scientist IiFT$146,254$49,354$195,608
David YeungChief Financial OfficerFT$144,833$48,344$193,177
Angela CesaroDirector of Digital ProductsFT$147,090$21,426$168,516
Pam DrakeSenior Research Scientist IFT$119,072$43,133$162,205
Bhupendra SheoranVP Global Developmt & Director YthFT$137,267$24,074$161,341
John ShieldsSenior Research Scientist IFT$122,190$32,303$154,493
Debra ChristopherAmbassador, Health & LearningFT$100,447$51,681$152,128

Board Members and Trustees

NameTitle
Cynthia a Gomez PhdBoard Chair
Miriam WarrenBoard Vice Chair
Anthony Sis MaBoard Member
Colleen GregersonBoard Member
Karen Rayne PhdBoard Member
Kim De Serpa MswBoard Member
Kim Wiese MbaBoard Member
Marguerita Lightfoot PhdBoard Member
Mike Prelip Mph DpaBoard Member
Nancy Wongvipat Kalev MphBoard Member
Nicole Ellen Jones JdBoard Member
Sarah Munson MbaBoard Member
Shawn Moore MbaBoard Member
Leslie Kantor Phd MphBoard Secretary
Larry AtkinsBoard Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ten24 LLCSlatwall24 Managed Hosting & Support20 FRANKLIN STSUITE 400, Worcester, MA 01608$844,820
Revenue and Support

Revenue Composition

Contributions and Grants
$1,866,526
Program Service Revenue
$11,314,227
Investment Income
$368,268
Other Revenue
$3,560,062
All Other Contributions
$1,866,526
Change in Net Assets
$-2,423,526

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,202,444
Revenue Not Reported on Financial Statements
$-1,093,361
Revenue Not Reported on Form 990
$35,251
Other Revenue Adjustments
$-1,093,361
Total Revenue per Audited Statements
$18,237,695
Total Revenue per Form 990
$17,109,083
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,691,841
Other Expenses$7,840,768
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,959,121$1,867,296-$7,826,417
Information Technology$1,370,328$172,034-$1,542,362
Current Officers, Directors, Trustees, and Key Employees$926,925$290,453-$1,217,378
Other Employee Benefits$840,517$263,377-$1,103,894
Occupancy$795,874$228,820-$1,024,694
Pension Plan Contributions$653,646$204,820-$858,466
Payroll Taxes$522,089$163,597-$685,686
Travel$541,372$120,855-$662,227
Depreciation Depletion$251,281$57,529-$308,810
Other Expenses$155,117$24,218-$179,335
Fees for Services Accounting$25,309$52,455-$77,764
Fees for Service Investment Mgmnt Fees$24,668$51,128-$75,796
All Other Expenses$24,485$35,325-$59,810
Interest$12,103$22,800-$34,903
Fees for Services Other$805$1,668-$2,473
Fees for Services Legal$697$1,446-$2,143
Total Functional Expenses$15,769,767$3,762,842$0$19,532,609

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$20,625,970
Expenses per Audited Statements$19,532,609
Total Expenses per Form 990$19,532,609
Expenses Not Reported on Form 990$1,093,361
Expenses Not Reported on Financial Statements$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$184,792

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 Caribbean - Antigua & Barbuda, Aruba, Bahamas,Program ExpensesEducation & Research00$165,632
Sub-saharan AfricaProgram ExpensesResearch00$19,160
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$296,031$225,088▼ $70,943
Receivables from Officers, Directors, Trustees, and Key Employees$53,571$42,857▼ $10,714
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$81,094
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
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
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Yeung
Formed
1981
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
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 XI, LINE 9:

Equity method gain -13,749.

Form 990, 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 -13,749.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Cost of good sold -1,093,361.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of good sold 1,093,361.

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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/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/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1522396
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1644231
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1774052
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1850098
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1924074
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2048344
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2121426
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2249354
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2351681
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2443133
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2532303
IRS990/Form990PartVIISectionAGrp/PersonNm0CYNTHIA A GOMEZ PHD
IRS990/Form990PartVIISectionAGrp/PersonNm1MIRIAM WARREN
IRS990/Form990PartVIISectionAGrp/PersonNm2LARRY ATKINS
IRS990/Form990PartVIISectionAGrp/PersonNm3LESLIE KANTOR PHD MPH
IRS990/Form990PartVIISectionAGrp/PersonNm4KIM DE SERPA MSW
IRS990/Form990PartVIISectionAGrp/PersonNm5COLLEEN GREGERSON
IRS990/Form990PartVIISectionAGrp/PersonNm6NICOLE ELLEN JONES JD
IRS990/Form990PartVIISectionAGrp/PersonNm7NANCY WONGVIPAT KALEV MPH
IRS990/Form990PartVIISectionAGrp/PersonNm8MARGUERITA LIGHTFOOT PHD
IRS990/Form990PartVIISectionAGrp/PersonNm9SHAWN MOORE MBA
IRS990/Form990PartVIISectionAGrp/PersonNm10SARAH MUNSON MBA
IRS990/Form990PartVIISectionAGrp/PersonNm11MIKE PRELIP MPH DPA
IRS990/Form990PartVIISectionAGrp/PersonNm12KAREN RAYNE PHD
IRS990/Form990PartVIISectionAGrp/PersonNm13ANTHONY SIS MA
IRS990/Form990PartVIISectionAGrp/PersonNm14KIM WIESE MBA
IRS990/Form990PartVIISectionAGrp/PersonNm15ERIC BLANKE
IRS990/Form990PartVIISectionAGrp/PersonNm16COLEEN CANTWELL
IRS990/Form990PartVIISectionAGrp/PersonNm17VIGNETTA CHARLES
IRS990/Form990PartVIISectionAGrp/PersonNm18KARIN COYLE
IRS990/Form990PartVIISectionAGrp/PersonNm19BHUPENDRA SHEORAN
IRS990/Form990PartVIISectionAGrp/PersonNm20DAVID YEUNG
IRS990/Form990PartVIISectionAGrp/PersonNm21ANGELA CESARO
IRS990/Form990PartVIISectionAGrp/PersonNm22JILL DENNER
IRS990/Form990PartVIISectionAGrp/PersonNm23DEBRA CHRISTOPHER
IRS990/Form990PartVIISectionAGrp/PersonNm24PAM DRAKE
IRS990/Form990PartVIISectionAGrp/PersonNm25JOHN SHIELDS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15185257
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16173440
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17268783
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18168783
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19137267
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20144833
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21147090
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22146254
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23100447
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24119072
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25122190
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/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
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/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP BUSINESS DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF SCIENCE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP GLOBAL DEVELOPMT & DIR YTH
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR OF DIGITAL PRODUCTS
IRS990/Form990PartVIISectionAGrp/TitleTxt22SENIOR RESEARCH SCIENTIST II
IRS990/Form990PartVIISectionAGrp/TitleTxt23AMBASSADOR, HEALTH & LEARNING
IRS990/Form990PartVIISectionAGrp/TitleTxt24SENIOR RESEARCH SCIENTIST I
IRS990/Form990PartVIISectionAGrp/TitleTxt25SENIOR RESEARCH SCIENTIST I
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0125586
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05798735
IRS990/GrossReceiptsAmt023875593
IRS990/GrossSalesOfInventoryAmt04653423
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt017
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0172034
IRS990/InformationTechnologyGrp/ProgramServicesAmt01370328
IRS990/InformationTechnologyGrp/TotalAmt01542362
IRS990/IntangibleAssetsGrp/BOYAmt01075000
IRS990/IntangibleAssetsGrp/EOYAmt01075000
IRS990/InterestGrp/ManagementAndGeneralAmt022800
IRS990/InterestGrp/ProgramServicesAmt012103
IRS990/InterestGrp/TotalAmt034903
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0639471
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0853359
IRS990/InvestmentIncomeGrp/ExclusionAmt0242682
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0242682
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09387293
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06769550
IRS990/IRPDocumentCnt094
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0898269
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01048937
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0811873
IRS990/LandBldgEquipCostOrOtherBssAmt01710142
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05673149
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 MISSION IS TO IMPROVE HEALTH AND INCREASE OPPORTUNITIES FOR YOUTH, FAMILIES AND COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt014065311
IRS990/NetAssetsOrFundBalancesEOYAmt011677036
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0125586
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0125586
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt03560062
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt03560062
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt049000
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt014065311
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt011677036
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0228820
IRS990/OccupancyGrp/ProgramServicesAmt0795874
IRS990/OccupancyGrp/TotalAmt01024694
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0806743
IRS990/OtherAssetsTotalGrp/EOYAmt0497169
IRS990/OtherChangesInNetAssetsAmt0-13749
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0263377
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0840517
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01103894
IRS990/OtherExpensesGrp/Desc0OUTSIDE LABOR
IRS990/OtherExpensesGrp/Desc1PRINTING, DUPLICATION,
IRS990/OtherExpensesGrp/Desc2OPERATION OF FACILITIES
IRS990/OtherExpensesGrp/Desc3SUPPLIES & EDUCATIONAL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0161196
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt112423
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt231402
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt324218
IRS990/OtherExpensesGrp/ProgramServicesAmt02891800
IRS990/OtherExpensesGrp/ProgramServicesAmt1523496
IRS990/OtherExpensesGrp/ProgramServicesAmt2250134
IRS990/OtherExpensesGrp/ProgramServicesAmt3155117
IRS990/OtherExpensesGrp/TotalAmt03052996
IRS990/OtherExpensesGrp/TotalAmt1535919
IRS990/OtherExpensesGrp/TotalAmt2281536
IRS990/OtherExpensesGrp/TotalAmt3179335
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt081094
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01867296
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05959121
IRS990/OtherSalariesAndWagesGrp/TotalAmt07826417
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0163597
IRS990/PayrollTaxesGrp/ProgramServicesAmt0522089
IRS990/PayrollTaxesGrp/TotalAmt0685686
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0204820
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0653646
IRS990/PensionPlanContributionsGrp/TotalAmt0858466
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0226510
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0180984
IRS990/PrincipalOfficerNm0DAVID YEUNG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0519100

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
2020Detailed filing. Detailed filing data is available for this year.$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