Nonprofit · EIN 68-0356628
CALIFORNIA SOCIETY FOR HEALTHCARE RISK MANAGEMENT
Tax-exempt · OAKLAND, CA 94609
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-EZ | $168,619 | $193,990 | -$25,371 | $146,350 | $0 | $146,350 |
| April 30, 2024 | 990-EZ | $92,389 | $25,317 | $67,072 | $171,721 | $0 | $171,721 |
| April 30, 2023 | 990-EZ | $155,204 | $159,117 | -$3,913 | $104,649 | $0 | $104,649 |
Financial details: 990-EZ for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $106,430
- Membership dues
- $6,745
- Program service revenue
- $55,436
- Investment income
- $8
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $11,415
- Printing, publications and postage
- $512
- Other expenses
- $182,063
- Program services (functional)
- $165,813
Balance sheet and other
- Total assets, start of year
- $171,721
- Total assets, end of year
- $146,350
- Total liabilities, end of year
- $0
- Net assets, end of year
- $146,350
- Cash, savings and investments
- $146,350
- Gross receipts
- $168,619
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN LOZANO | PAST-PRESIDENT | 3.37 | $0 |
| JONATHAN CORR | PRESIDENT | 3.56 | $0 |
| CHANDRA BEALEY | BOARD MEMBER/ASST. TREASURER | 3.37 | $0 |
| PAMELA BROTHERTON-SEDANO | TREASURER | 2.98 | $0 |
| TASCHA HAUT | BOARD SECRETARY | 0.77 | $0 |
| ERIN WEEDEN | PRESIDENT-ELECT | 1.54 | $0 |
| SONIA ALTILANO | BOARD MEMBER | 1.15 | $0 |
| BARBARA CAULFIELD | SPONSORSHIP CHAIR | 2.56 | $0 |
| MARK FIELD | BOARD MEMBER | 2.12 | $0 |
| KAREN FRISELLA | BOARD MEMBER | 1.06 | $0 |
| REBECCA LOWELL | BOARD MEMBER | 1.15 | $0 |
| KIRSTIN PADGETT | BOARD MEMBER | 1.15 | $0 |
990-EZ for the year ended April 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN LOZANO | PRESIDENT | 3.42 | $0 |
| KAREN FRISELLA | PAST PRESIDENT | 1.06 | $0 |
| JONATHAN CORR | PRESIDENT-ELECT | 3.56 | $0 |
| CHANDRA BEALEY | TREASURER-ELECT | 1.15 | $0 |
| PAMELA BROTHERTON-SEDANO | TREASURER | 2.98 | $0 |
| BARBARA CAULFIELD | BOARD MEMBER | 0.77 | $0 |
| MARK FIELD | BOARD MEMBER | 2.12 | $0 |
| LA SHONDA GRIFFIN | BOARD MEMBER/SPONSOR CHAIR | 2.12 | $0 |
| TASCHA HAUT | BOARD MEMBER | 1.15 | $0 |
| REBECCA LOWELL | BOARD MEMBER | 1.73 | $0 |
| KIRSTIN PADGETT | BOARD MEMBER | 1.54 | $0 |
| SHEETAL SHAH | BOARD MEMBER | 0.77 | $0 |
990-EZ for the year ended April 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN FRISELLA | PRESIDENT | 2.88 | $0 |
| CHANDRA BEALEY | PAST PRESIDENT | 1.54 | $0 |
| PAMELA BROTHERTON-SEDANO | TREASURER | 2.79 | $0 |
| MARK FIELD | PRESIDENT | 1.25 | $0 |
| MICHAEL BALL | MEMBERSHIP CHAIR | 1.35 | $0 |
| LA SHONDA GRIFFIN | SPONSORSHIP CHAIR | 1.92 | $0 |
| DANIEL WAINWRIGHT | MEMBER | 1.54 | $0 |
| TASCHA HAUT | BOARD MEMBER | 1.54 | $0 |
| JONATHAN CORR | COMMUNICATIONS CHAIR/MEMBE | 3.37 | $0 |
| SHEETAL SHAH | MEMBER | 0.77 | $0 |
| KIRSTIN PADGETT | MEMBER | 1.54 | $0 |
| ERIN WEEDEN | MEMBER | 1.35 | $0 |
Address and contacts
- Address (IRS master file)
- 4900 SHATTUCK AVE UNIT 22744, OAKLAND, CA 94609-7051
- In care of
- % PAMELA BROTHERTON-SEDANO
- Signed the 990-EZ
- CHANDRA BEALEY, TREASURER
- Phone
- (415) 844-0788
- Website
- WWW.CSHRMCA.ORG
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0356628 or by the name CALIFORNIA SOCIETY FOR HEALTHCARE RISK MANAGEMENT.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO ADVANCE THE DEVELOPMENT OF THE PROFESSIONAL PRACTICE OF HEALTHCARE RISK MANAGEMENT AND OF THE RISK MANAGER.TO RECRUIT NEW MEMBERS, RETAIN EXISTING MEMBERS AND PROVIDE SUPPORT AND SERVICES TO ALL MEMBERS.TO PROVIDE PERTINENT, TIMELY AND INFORMATIVE NEWS ON HEALTHCARE RISK MANAGEMENT TOPICS AND FEDERAL AND STATE LEGISLATION TO THE MEMBERSHIP.TO ENSURE ONGOING OPPORTUNITIES FOR PROFESSIONAL GROWTH AND DEVELOPMENT FOR SOCIETY MEMBERS THROUGH EDUCATIONAL ACTIVITIES.TO PROMOTE THE DISCIPLINE OF HEALTHCARE RISK MANAGEMENT TO PROFESSIONALS IN OTHER RELATED HEALTHCARE FIELDS.
Program accomplishments
- PROGRAM SERVICES PROVIDED INCLUDE ORGANIZATION AND SPONSORSHIP OF ANNUAL EDUCATION PROGRAM, BUSINESS MEETING, AND EDUCATIONAL WEBINARS. IN ADDITION TO OUR ANNUAL CONFERENCE HELD IN MARCH 2025, ON OCTOBER 7, 2024, CSHRM CO-HOSTED THE ASRHM WELCOME RECEPTION IN SAN DIEGO AND IN NOVEMBER OF 2024 AN IN PERSON SYMPOSIUM THE LIFE CYCLE OF A SENTINEL EVENT IN SAN LUIS OBISPO. APPROXIMATELY 200 MEMBERS WERE SERVED DURING THE YEAR.Expenses $165,813
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-EZ on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-EZ on file |
IRS record
- EIN
- 68-0356628
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $146,350
- Income (IRS master file)
- $168,619
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | April 2025 | $168,619 | $193,990 | $146,350 | XML |
| 990-EZ | April 2024 | $92,389 | $25,317 | $171,721 | XML |
| 990-EZ | April 2023 | $155,204 | $159,117 | $104,649 | XML |
| 990-EZ | April 2022 | – | – | – | IRS |
| 990-EZ | April 2021 | – | – | – | IRS |
| 990-EZ | April 2020 | – | – | – | IRS |
| 990-EZ | April 2019 | – | – | – | IRS |
| 990-EZ | April 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 68-0356628).
Questions about CALIFORNIA SOCIETY FOR HEALTHCARE RISK MANAGEMENT
- What is the EIN of CALIFORNIA SOCIETY FOR HEALTHCARE RISK MANAGEMENT?
- The employer identification number (EIN) of CALIFORNIA SOCIETY FOR HEALTHCARE RISK MANAGEMENT is 68-0356628.
- Is CALIFORNIA SOCIETY FOR HEALTHCARE RISK MANAGEMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1996.
- Are donations to CALIFORNIA SOCIETY FOR HEALTHCARE RISK MANAGEMENT tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA SOCIETY FOR HEALTHCARE RISK MANAGEMENT file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA SOCIETY FOR HEALTHCARE RISK MANAGEMENT due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA SOCIETY FOR HEALTHCARE RISK MANAGEMENT last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended April 2025.
- Who are the officers and directors of CALIFORNIA SOCIETY FOR HEALTHCARE RISK MANAGEMENT?
- The 990-EZ for the year ended April 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA SOCIETY FOR HEALTHCARE RISK MANAGEMENT have?
- On its 990-EZ for the year ended April 30, 2025 it reported revenue of $168,619, expenses of $193,990 and total assets of $146,350 at year end.
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