Civic Intelligence

California State Association of Occupational Health Nurses Inc

990EZ • Fiscal year 2016 • EIN 95-2875672

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 22, 2017

2312 Dana CourtCarlsbad, CA 92008

(858) 449-9156

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

79th percentile

16%

Higher net margin than 79% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

57th percentile

5.8%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-15%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$160,432

Up $8,841 (+5.8%) from 2015

Net Assets

Up

$160,432

Up $8,841 (+5.8%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$40,393

Down $7,186 (-15%) from 2015

Expenses

Up

$33,951

Up $2,302 (+7.3%) from 2015

Net Income

Down

$6,442

Down $9,488 (-60%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $123,236Liabilities 2010: $02010Assets 2011: $128,614Liabilities 2011: $02011Assets 2012: $144,454Liabilities 2012: $02012Assets 2013: $139,272Net Assets 2013: $139,2722013Assets 2014: $135,661Net Assets 2014: $135,6612014Assets 2015: $151,591Net Assets 2015: $151,5912015Assets 2016: $160,432Net Assets 2016: $160,4322016Assets 2017: $177,380Net Assets 2017: $177,3802017Assets 2018: $172,569Net Assets 2018: $172,5692018Assets 2019: $187,440Net Assets 2019: $187,4402019Assets 2020: $193,972Net Assets 2020: $193,9722020Assets 2021: $193,194Net Assets 2021: $193,1942021Assets 2022: $182,876Net Assets 2022: $182,8762022Assets 2023: $181,349Net Assets 2023: $181,3492023Assets 2024: $183,088Net Assets 2024: $183,0882024

Highlighted filing

2016

Assets$160,432
Liabilities-
Net Assets$160,432

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2010: $13,965Expenses 2010: $12,625Net Income 2010: $1,3402010Revenue 2011: $30,968Expenses 2011: $24,105Net Income 2011: $6,8632011Revenue 2012: $41,892Expenses 2012: $28,283Net Income 2012: $13,6092012Revenue 2013: $21,513Expenses 2013: $26,635Net Income 2013: -$5,1222013Revenue 2014: $41,593Expenses 2014: $45,204Net Income 2014: -$3,6112014Revenue 2015: $47,579Expenses 2015: $31,649Net Income 2015: $15,9302015Revenue 2016: $40,393Expenses 2016: $33,951Net Income 2016: $6,4422016Revenue 2017: $44,004Expenses 2017: $35,918Net Income 2017: $8,0862017Revenue 2018: $17,882Expenses 2018: $11,725Net Income 2018: $6,1572018Revenue 2019: $32,562Expenses 2019: $33,731Net Income 2019: -$1,1692019Revenue 2020: $11,955Expenses 2020: $3,874Net Income 2020: $8,0812020Revenue 2021: $5,365Expenses 2021: $4,035Net Income 2021: $1,3302021Revenue 2022: $15,339Expenses 2022: $5,280Net Income 2022: $10,0592022Revenue 2023: $6,544Expenses 2023: $3,700Net Income 2023: $2,8442023Revenue 2024: $8,810Expenses 2024: $7,070Net Income 2024: $1,7402024

Highlighted filing

2016

Revenue$40,393
Expenses$33,951
Net Income$6,442
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 22, 2017
Return Version
2016v3.0
Gross Receipts
$40,393
Mission and Program Overview

Mission

To promote the specialty practice of occupational health nursing in california, maintaining its professional integrity and to enhance its professional status.

Program Services

DescriptionGrantsExpenses
CSAOHN ANNUAL CONFERENCE PROVIDES INFORMATION TO MEMBERSHIP AND DEVELOPS LEADERSHIP AND ADVOCACY.$29,883-
Participation in the Board of Directors meetings to keep members abreast of changes and communicate concerns of members$1,759-
Annual awards are given for outstanding leadership and achievement in occupational health nursing.$1,335-
COMMUNICATION WITH MEMBERS AND THE PUBLIC THROUGH WEBSITE AND NEWSLETTER$220-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathy GrodMember-$0--
Julie RochefortPresident-$0--
Mary Gene RyanPast President-$0--
Wendy RobbinsPresident Elect-$0--
Denise SouzaGov Affairs-$0--
Susan HaradaSecretary-$0--
Margie MatsuiAwards-$0--
Anna ReillyCo-Membership-$0--
Mary HalePast President-$0--
Linda CampbellCo-Nominations-$0--
Brenda HellerudMember-$0--
Suzanne DelahoydeDirector-$0--
Ellen PetersenTreasurer-$0--
Gail KingNews/Web-$0--
Catherine AyersCo-Nominations-$0--
Leslie ThompsonEvents-$0--
Vicky Varela LucioNominations-$0--
Greg DyroWebmaster-$0--
Filing and Contact Details

Filer

Filer Name
California State Association of
EIN
95-2875672
Address
2312 Dana Court, Carlsbad, CA 92008

Signing Officer

Name
Ellen Petersen
Title
Treasurer
Signed
2017-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Dina Britten CPA CFP
Address
5293 Calatrana Drive, Woodland Hills, CA 91364
Preparer
Dina Britten CPA Cfp
Phone
8184000271
Supplemental Narrative

Additional Explanations

Other Expenses.1003

Information Technology $220

Other Expenses.1

Conference Hotel fees $20435

Other Expenses.2

Conference Consulting $4706

Other Expenses.3

Conference Merchant fees $2394

Other Expenses.4

Board of Directors Meetings $1759

Other Expenses.5

Conference Speaker $768

Other Expenses.6

Conference Vendor fees $744

Other Expenses.7

Conference Supplies $474

Other Expenses.9

Banking fees $258

Other Expenses.10

Taxes & licenses $20

Raw XML Appendix187 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt160
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Wendy Robbins
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Greg Dyro
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16Nominations
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17Webmaster
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt02399
IRS990EZ/OtherExpensesTotalAmt031778
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CSAOHN ANNUAL CONFERENCE PROVIDES INFORMATION TO MEMBERSHIP AND DEVELOPS LEADERSHIP AND ADVOCACY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNICATION WITH MEMBERS AND THE PUBLIC THROUGH WEBSITE AND NEWSLETTER
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Annual awards are given for outstanding leadership and achievement in occupational health nursing.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029883
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1220
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21759
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt31335
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IRS990EZ/WebsiteAddressTxt0www.csaohn.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conference Hotel fees $20435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conference Consulting $4706
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conference Merchant fees $2394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board of Directors Meetings $1759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conference Speaker $768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Conference Vendor fees $744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Conference Supplies $474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Banking fees $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Taxes & licenses $20
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ellen Petersen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0California State Association of
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Occupational Health Nurses Inc
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0952875672
ReturnHeader/Filer/USAddress/AddressLine1Txt02312 Dana Court
ReturnHeader/Filer/USAddress/CityNm0Carlsbad
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dina Britten CPA CFP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05293 Calatrana Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodland Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091364
ReturnHeader/PreparerPersonGrp/PhoneNum08184000271
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DINA BRITTEN CPA CFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-03T10:16:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$1.83$0.09$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.81$1.81$0.07$0.04$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.83$1.83$0.15$0.05$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.93$1.93$0.05$0.04$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.94$1.94$0.12$0.04$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.87$1.87$0.33$0.34$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.73$1.73$0.18$0.12$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.77$1.77$0.44$0.36$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.60$1.60$0.40$0.34$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.52$1.52$0.48$0.32$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.36$1.36$0.42$0.45$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.39$1.39$0.22$0.27$0.05
2012Summary only. Only limited summary data is available for this year.$1.44$0.00$0.42$0.28$0.14
2011Summary only. Only limited summary data is available for this year.$1.29$0.00$0.31$0.24$0.07
2010Summary only. Only limited summary data is available for this year.$1.23$0.00$0.14$0.13$0.01