Civic Intelligence

American Federation of Teachers

990EZ • Fiscal year 2021 • EIN 23-7126052

Sep 01, 2020 to Aug 31, 2021 • Filed on Oct 28, 2021

Organization Profile
800 East BroadwayMonticello, MN 55362-9335

(763) 272-2182

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.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

53rd percentile

0.00x

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

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Net Margin

17th percentile

-8.9%

Higher net margin than 17% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Top Officer Pay

63rd percentile

$4,450

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets53rd percentile

Assets

$49,993

No earlier filing loaded for comparison.

Net Assets

$49,993

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin17th percentile

Revenue

$48,161

No earlier filing loaded for comparison.

Expenses

$52,459

No earlier filing loaded for comparison.

Net Income

-$4,298

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2021: $49,993Liabilities 2021: $0Net Assets 2021: $49,9932021Assets 2022: $64,310Liabilities 2022: $0Net Assets 2022: $64,3102022Assets 2023: $83,494Liabilities 2023: $0Net Assets 2023: $83,4942023Assets 2024: $80,080Liabilities 2024: $0Net Assets 2024: $80,0802024Assets 2025: $86,686Liabilities 2025: $0Net Assets 2025: $86,6862025

Highlighted filing

2021

Assets$49,993
Liabilities$0
Net Assets$49,993
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2021: $48,161Expenses 2021: $52,459Net Income 2021: -$4,2982021Revenue 2022: $50,304Expenses 2022: $35,987Net Income 2022: $14,3172022Revenue 2023: $55,105Expenses 2023: $35,921Net Income 2023: $19,1842023Revenue 2024: $67,120Expenses 2024: $70,534Net Income 2024: -$3,4142024Revenue 2025: $86,443Expenses 2025: $79,837Net Income 2025: $6,6062025

Highlighted filing

2021

Revenue$48,161
Expenses$52,459
Net Income-$4,298
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Oct 28, 2021
Return Version
2020v4.0
Gross Receipts
$48,161
Mission and Program Overview

Mission

Represents members of labor organizations

Program Services

DescriptionGrantsExpenses
Attend and participate in contract negotiations. Our total membership (360) derives benefit from this service$0$17,000
Attend and participate in member rights hearings. 18 members benefited from this activity.$0$7,599
Provide teacher support. Approximately 30% of our members take advantage of the offered support activities.$0$4,171
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joe RoshPresident-$4,000$450$4,450
Peter BergquistVice President-$2,000$450$2,450
Amy ClarkSecretary-$2,000-$2,000
Brooke ZiwickiMembership Chair-$2,000-$2,000
Kari GreenTreasurer-$2,000-$2,000
Tanya SchmitzGovernment Relations Officer And Insurance Comm-$870-$870
Filing and Contact Details

Filer

Filer Name
Education Minnesota - Monticello
EIN
23-7126052
Phone
7632722182
Address
800 East Broadway, Monticello, MN 55362-9335

Signing Officer

Name
James Landt
Title
Tax Preparer
Phone
7632800074
Signed
2021-10-28
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Association dues;400|School board expenses;30|Communications;50|Scholarships;1600|Public relations;4914|Grants;559|SOS activity expenses;736|Memorials and retirement thank you;841^Total;9130^”

Raw XML Appendix140 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Kari Green
IRS990EZ/BooksInCareOfDetail/PhoneNum07632722182
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 East Broadway
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monticello
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0553629335
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054291
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049993
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-4298
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054291
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049993
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt048161
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt043
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt048118
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054291
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049993
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054291
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049993
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt22000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt5870
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt0450
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt4450
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Joe Rosh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amy Clark
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brooke Ziwicki
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kari Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Peter Bergquist
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tanya Schmitz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Membership Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Government Relations Officer and Insurance Comm
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt09130
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Represents members of labor organizations
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Attend and participate in contract negotiations. Our total membership (360) derives benefit from this service
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide teacher support. Approximately 30% of our members take advantage of the offered support activities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Attend and participate in member rights hearings. 18 members benefited from this activity.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14171
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27599
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt042829
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt052459
IRS990EZ/TotalProgramServiceExpensesAmt028770
IRS990EZ/TotalRevenueAmt048161
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Association dues;400|School board expenses;30|Communications;50|Scholarships;1600|Public relations;4914|Grants;559|SOS activity expenses;736|Memorials and retirement thank you;841^Total;9130^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0James Landt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Tax Preparer
ReturnHeader/BusinessOfficerGrp/PhoneNum07632800074
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Education Minnesota - Monticello
ReturnHeader/Filer/BusinessNameControlTxt0EDUC
ReturnHeader/Filer/EIN0237126052
ReturnHeader/Filer/PhoneNum07632722182
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 East Broadway
ReturnHeader/Filer/USAddress/CityNm0Monticello
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0553629335
ReturnHeader/ReturnTs02021-10-29T11:35:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,993
Liabilities
$0
Net assets
$49,993
Revenue
$48,161
Expenses
$52,459
Net income
-$4,298
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$86.7$0.00$86.7$86.4$79.8$6.61
2024Detailed filing. Detailed filing data is available for this year.$80.1$0.00$80.1$67.1$70.5$3.41
2023Detailed filing. Detailed filing data is available for this year.$83.5$0.00$83.5$55.1$35.9$19.2
2022Detailed filing. Detailed filing data is available for this year.$64.3$0.00$64.3$50.3$36.0$14.3
2021Detailed filing. Detailed filing data is available for this year.$50.0$0.00$50.0$48.2$52.5$4.30