Cshrp INC FY2020 filing

Not tax-deductible

Half Moon Bay, CA501(c)(6)EIN 94-3219522

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Specific purposes for this corporation 1 serve as a benchmarking and action-learning network among member companies on strategic human resource issues 2 help member companies add value to customers 3 networking

24¢ of each $1 spent went to programs.
$168K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $7K a year · 3% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
24%
of spending
Concern: 24% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$168K
to officers and key staff · 64% of spending
Concern: pay to officers and key staff is 64% of spending; over 30%.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 5.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$159K
129% of total assets
Concern: liabilities are 129% of assets; over 80%.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$216K
Spent
$263K
To programs
24%
Net assets
−$36K
By yearFY2020–FY2025
Revenue
$216K
FY2020
Revenue by fiscal year
FY2020$216K
FY2021$259K
FY2022$236K
FY2023$283K
FY2024$238K
FY2025$292K
Expenses
$263K
FY2020
Expenses by fiscal year
FY2020$263K
FY2021$212K
FY2022$213K
FY2023$272K
FY2024$263K
FY2025$259K
Net assets
−$36K
FY2020
Net assets by fiscal year
FY2020−$36K
FY2021$12K
FY2022$34K
FY2023$46K
FY2024$20K
FY2025$53K

From the FY2020 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1997.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

24 cents of each dollar spent went to programs.

Program services 24% · $63K Management & general 76% · $200K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990; $168K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$90,000Pt VII · Sec A
Emeritus Exec. Director
$78,400Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Robert David$138,330$143,406$139,743$139,500$132,200—
Robert David—————$90,000
Patricia Woolcock—————$78,400

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Cshrp INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Connects companies to share best practices in human resources and customer value.

Provided by the organization

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2 program services account for $63K of program spending, described in the organization's own filed words · FY2020.
01

Executive Development Program

9 participants.

$59Kprogram expense
02

Membership Programs. Executive Forums 2/5/20 Mental Health

30 participants.Workshops 3/25/20 COVID Panel 1 - 22 participants, 4/16/20 i4cp - 17 participants, 5/15/20 COVID Panel 2 - 21 participants, 7/17/20 Wellbeing - 15 participants, 8/21/20 DEI - 30 participants, 9/25/20 Talent Acquisition - 28 participants, 10/30/20 Total Rewards - 33 participants, 12/4/20 Flexible Work - 35 participants.

$4Kprogram expense

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By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$216K
Ln 12
Gifts and grantsLn 1h$157K
Fees for servicesLn 2g$59K
Other incomeLn 4–11$215
Money outPt IX
$263K
Ln 25
Programscol B$63K
Managementcol C$200K
Owns and owesPt X
−$36K
net assets · Ln 32
Cash and savingsLn 1–2$111K
Total assetsLn 16$123K
LiabilitiesLn 26$159K
PeoplePt VI, VII
9
listed · VII A
PaidVII A2
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$157K
Fees for servicesLn 2g$59K
Investment incomeLn 3$3
Other incomeLn 4–11$215
Total revenueLn 12$216K
Assets in detailPt X, end of year
CashLn 1$111K
Cash and savings togetherLn 1–2$111K
Total assetsLn 16$123K
LiabilitiesLn 26$159K
Net assetsLn 32−$36K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$41K$111K
Total assetsLn 16$217K$123K
LiabilitiesLn 26$206K$159K
Net assetsLn 32$11K−$36K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$168K$168K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$52K$52K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$2K$2K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$3K$3K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$36K$11K$25K
All other expensesLn 24e$0
Total functional expensesLn 25$263K$63K$200K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $292K$259K$33K$53K 990 PDF
FY2024 $238K$263K−$25K$20K 990 PDF
FY2023 $283K$272K$11K$46K 990 PDF
FY2022 $236K$213K$23K$34K 990 PDF
FY2021 $259K$212K$47K$12K 990 PDF
FY2020 Viewing $216K$263K−$47K−$36K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $216,266 across 7 lines filed
VIII-1b Membership dues$147,496
VIII-1f All other contributions, gifts and grants$10,000
VIII-1h Total contributions, gifts and grants$157,496
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $58,552$58,552
VIII-3 Investment incomeExcluded from tax $3$3
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $215$215
VIII-12 Total revenueRelated to mission $58,767 · Excluded from tax $3$216,266
Part IX · Statement of functional expenses $263,493 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $168,400$168,400
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $52,007$52,007
IX-12 Advertising and promotionManagement $1,546$1,546
IX-13 Office expensesManagement $2,470$2,470
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyManagement $3,065$3,065
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Programs $11,138 · Management $24,867$36,005
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $63,145 · Management $200,348$263,493
Part X · Balance sheet $123,446 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $40,938$111,312
X-4 Accounts receivableStart of year $79,052$10,800
X-9 Prepaid expenses and deferred chargesStart of year $3,026$1,334
X-16 Total assetsStart of year $216,984$123,446
X-17 Accounts payable and accrued expensesStart of year $6,665$24,247
X-19 Deferred revenueStart of year $198,893$135,000
X-26 Total liabilitiesStart of year $205,558$159,247
X-32 Total net assets or fund balancesStart of year $11,426−$35,801
X-33 Total liabilities and net assetsStart of year $216,984$123,446
Part XI · Reconciliation of net assets −$35,801 net assets at year end
XI-1 Total revenue$216,266
XI-2 Total expenses$263,493
XI-3 Revenue less expenses−$47,227
XI-4 Net assets at start of year$11,426
XI-10 Net assets at end of year−$35,801

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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