Civic Intelligence

Alameda Education Association

990EZ • Fiscal year 2017 • EIN 23-7046784

Sep 01, 2016 to Aug 31, 2017 • Filed on Dec 19, 2017

2027 Clement AvenueAlameda, CA 94501

(510) 521-3034

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

19th percentile

-7.9%

Higher net margin than 19% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

24th percentile

-5.2%

Faster asset growth than 24% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-9.0%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$196,138

Down $10,739 (-5.2%) from 2016

Net Assets

Down

$196,138

Down $10,739 (-5.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$135,164

Down $13,415 (-9.0%) from 2016

Expenses

Down

$145,903

Down $6,793 (-4.4%) from 2016

Net Income

Down

-$10,739

Down $6,622 (-161%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $204,166Liabilities 2014: $0Net Assets 2014: $204,1662014Assets 2015: $210,994Liabilities 2015: $0Net Assets 2015: $210,9942015Assets 2016: $206,877Liabilities 2016: $0Net Assets 2016: $206,8772016Assets 2017: $196,138Liabilities 2017: $0Net Assets 2017: $196,1382017Assets 2018: $163,879Liabilities 2018: $0Net Assets 2018: $163,8792018Assets 2019: $131,023Liabilities 2019: $0Net Assets 2019: $131,0232019Assets 2020: $89,986Liabilities 2020: $0Net Assets 2020: $89,9862020Assets 2021: $89,982Liabilities 2021: $0Net Assets 2021: $89,9822021Assets 2022: $134,312Liabilities 2022: $0Net Assets 2022: $134,3122022Assets 2023: $143,659Liabilities 2023: $0Net Assets 2023: $143,6592023Assets 2024: $90,826Liabilities 2024: $0Net Assets 2024: $90,8262024

Highlighted filing

2017

Assets$196,138
Liabilities$0
Net Assets$196,138

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2014: $141,863Expenses 2014: $145,325Net Income 2014: -$3,4622014Revenue 2015: $143,950Expenses 2015: $137,122Net Income 2015: $6,8282015Revenue 2016: $148,579Expenses 2016: $152,696Net Income 2016: -$4,1172016Revenue 2017: $135,164Expenses 2017: $145,903Net Income 2017: -$10,7392017Revenue 2018: $147,437Expenses 2018: $179,696Net Income 2018: -$32,2592018Revenue 2019: $138,752Expenses 2019: $171,608Net Income 2019: -$32,8562019Revenue 2020: $135,514Expenses 2020: $176,551Net Income 2020: -$41,0372020Revenue 2021: $151,481Expenses 2021: $151,485Net Income 2021: -$42021Revenue 2022: $170,397Expenses 2022: $126,227Net Income 2022: $44,1702022Revenue 2023: $158,758Expenses 2023: $150,419Net Income 2023: $8,3392023Revenue 2024: $172,713Expenses 2024: $225,546Net Income 2024: -$52,8332024

Highlighted filing

2017

Revenue$135,164
Expenses$145,903
Net Income-$10,739
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Dec 19, 2017
Return Version
2016v3.0
Gross Receipts
$135,164
Mission and Program Overview

Mission

Labor Organization

Program Services

DescriptionGrantsExpenses
The association acts as exclusive representative for the teachers in their district in labor and management issues of the Alameda Unified School District--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AUDREY HYMANPresidentFT$0--
JOHN DALTONVice President-$0--
ROXANNE CLEMENTSecretary-$0--
MICHELLE THOMASTreasurer-$0--
JENNIFER HOWELLPrek-5 Director-$0--
RON PARODI6-8 Director-$0--
CARMEL ZIMMERMAN9-Adult Director-$0--
MARC JAEGERGrievance Chair-$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Alameda Education Association
EIN
23-7046784
Address
2027 CLEMENT AVENUE, ALAMEDA, CA 94501

Signing Officer

Name
Michelle Thomas
Title
Treasurer
Phone
5105213034
Signed
2017-12-19
Discuss with paid preparer
Yes

Preparer

Firm
Joe T Stevenson Jr CPA
Address
14895 E 14th Street Suite 410, San Leandro, CA 94578
Preparer
Joe T Stevenson Jr CPA
Phone
5108958889
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountother 1,105

List of grants and similar amounts paid Part I line 10

Activity scholarships grantee various students street co 2027 clement avenue suite b city, state, zip alameda, ca 94501relationship students amount 1,000

Description of other expenses Part I line 16

Description amountpresident release time 61,310professional relations 2,153office expenses 11,843conferences, conventions, etc. 8,727political action fund 13,897social events costs 396insurance 1,012equipment 1,001membership outreach 386public relations 500

Raw XML Appendix159 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum05105213034
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALAMEDA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0206877
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IRS990EZ/GrossReceiptsAmt0135164
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN DALTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROXANNE CLEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHELLE THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER HOWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RON PARODI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CARMEL ZIMMERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARC JAEGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PREK-5 DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt56-8 DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt69-ADULT DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7GRIEVANCE CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0101225
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0145903
IRS990EZ/TotalRevenueAmt0135164
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0GOOGLE.COM/SITE/ALAMEDAEA/HOME
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
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IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0300615022
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IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY SCHOLARSHIPS GRANTEE VARIOUS STUDENTS STREET CO 2027 CLEMENT AVENUE SUITE B CITY, STATE, ZIP ALAMEDA, CA 94501RELATIONSHIP STUDENTS AMOUNT 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTPRESIDENT RELEASE TIME 61,310PROFESSIONAL RELATIONS 2,153OFFICE EXPENSES 11,843CONFERENCES, CONVENTIONS, ETC. 8,727POLITICAL ACTION FUND 13,897SOCIAL EVENTS COSTS 396INSURANCE 1,012EQUIPMENT 1,001MEMBERSHIP OUTREACH 386PUBLIC RELATIONS 500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05105213034
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-19
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ReturnHeader/Filer/EIN0237046784
ReturnHeader/Filer/USAddress/AddressLine1Txt02027 CLEMENT AVENUE
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-12-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.4.211.78
ReturnHeader/FilingSecurityInformation/IPDt02017-12-20
ReturnHeader/FilingSecurityInformation/IPTm019:36:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943063016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joe T Stevenson Jr CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014895 E 14th Street Suite 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Leandro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094578
ReturnHeader/PreparerPersonGrp/PhoneNum05108958889
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joe T Stevenson Jr CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-12-20T19:34:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

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Filings