Civic Intelligence

Irvine Teachers Association

990 • Fiscal year 2015 • EIN 23-7329458

Sep 01, 2014 to Aug 31, 2015 • Filed on Jan 15, 2016

Organization ProfileWWW.IRVINETA.ORG
4940 Irvine Blvd Suite 205Irvine, CA 92620

(714) 505-6365

Siviq Scores

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

Liabilities / Assets

71st percentile

0.01x

Higher debt load relative to assets than 71% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

73rd percentile

0.02x

Higher debt load relative to revenue than 73% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Net Margin

84th percentile

21%

Higher net margin than 84% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

65th percentile

$5,000

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

91st percentile

27%

Faster revenue growth than 91% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$437,067

Up $74,136 (+20%) from 2014

Net Assets

Up

$430,817

Up $74,386 (+21%) from 2014

Liabilities

Down

$6,250

Down $250 (-3.8%) from 2014

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin84th percentile

Revenue

Up

$348,394

Up $74,669 (+27%) from 2014

Expenses

Up

$274,008

Up $13,885 (+5.3%) from 2014

Net Income

Up

$74,386

Up $60,784 (+447%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$800K$600K$400K$200K$0Assets 2013: $350,329Liabilities 2013: $7,500Net Assets 2013: $342,8292013Assets 2014: $362,931Liabilities 2014: $6,500Net Assets 2014: $356,4312014Assets 2015: $437,067Liabilities 2015: $6,250Net Assets 2015: $430,8172015Assets 2016: $458,796Liabilities 2016: $7,400Net Assets 2016: $451,3962016Assets 2017: $474,578Liabilities 2017: $4,750Net Assets 2017: $469,8282017Assets 2018: $554,028Liabilities 2018: $8,300Net Assets 2018: $545,7282018Assets 2019: $614,933Liabilities 2019: $28,600Net Assets 2019: $586,3332019Assets 2020: $637,530Liabilities 2020: $28,756Net Assets 2020: $608,7742020Assets 2021: $674,873Liabilities 2021: $23,291Net Assets 2021: $651,5822021Assets 2022: $668,777Liabilities 2022: $13,108Net Assets 2022: $655,6692022Assets 2023: $629,813Liabilities 2023: $6,500Net Assets 2023: $623,3132023Assets 2024: $490,199Liabilities 2024: $11,450Net Assets 2024: $478,7492024

Highlighted filing

2015

Assets$437,067
Liabilities$6,250
Net Assets$430,817
Open 2015 Filing

Operations Trend

Revenue Growth91st percentile

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

$600K$400K$200K$0-$200KExpenses 2013: $254,1682013Revenue 2014: $273,725Expenses 2014: $260,123Net Income 2014: $13,6022014Revenue 2015: $348,394Expenses 2015: $274,008Net Income 2015: $74,3862015Revenue 2016: $342,368Expenses 2016: $321,789Net Income 2016: $20,5792016Revenue 2017: $356,194Expenses 2017: $332,678Net Income 2017: $23,5162017Revenue 2018: $370,156Expenses 2018: $294,256Net Income 2018: $75,9002018Revenue 2019: $357,465Expenses 2019: $316,860Net Income 2019: $40,6052019Revenue 2020: $334,191Expenses 2020: $311,750Net Income 2020: $22,4412020Revenue 2021: $334,459Expenses 2021: $291,651Net Income 2021: $42,8082021Revenue 2022: $347,577Expenses 2022: $343,490Net Income 2022: $4,0872022Revenue 2023: $345,863Expenses 2023: $378,219Net Income 2023: -$32,3562023Revenue 2024: $367,357Expenses 2024: $509,613Net Income 2024: -$142,2562024

Highlighted filing

2015

Revenue$348,394
Expenses$274,008
Net Income$74,386
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jan 15, 2016
Return Version
2014v6.0
Gross Receipts
$348,394
Mission and Program Overview

Mission

To promote welfare and interests of teachers at the irvine school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$260,644$262,183▲ $1,539
Cash and Non-Interest-Bearing Accounts$101,720$170,819▲ $69,099
Accounts Receivable-$3,781-
Land, Buildings, and Equipment, Net$567$284▼ $283
Total Assets$362,931$437,067▲ $74,136
Liabilities
Grants Payable$6,500$6,250▼ $250
Total Liabilities$6,500$6,250▼ $250
Net Assets / Fund Balance
Unrestricted Net Assets$356,431$430,817▲ $74,386
Total Net Assets Fund Balance$356,431$430,817▲ $74,386
Total Liabilities and Net Assets / Fund Balance$362,931$437,067▲ $74,136

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$7,201$7,201
Other Land Buildings$284$819$1,103
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseTotal
John ValerieState Counci-$5,000$5,000
Alan SimsovicBargain Chai-$4,000$4,000
Kelli SeydewitzState Counci-$3,000$3,000
Sonia KearneyNegotiation-$2,000$2,000
Larisa HoodSecretary-$1,653$1,653
Mari PeriniState Counci-$1,500$1,500
Kathy SekelyVice Preside-$1,450$1,450
Therese SoreyPresidentPT$1,250$1,250
Dawn BurgessRep at Large-$1,250$1,250
Jon PangRep at Large-$1,250$1,250

Board Members and Trustees

NameTitle
Bill BrooksRep at Large
Kim HowellRep at Large
Nora SeagerRep at Large
Daniella GormanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$281,486
Investment Income
$1,964
Other Revenue
$64,944
Change in Net Assets
$74,386

Audited Revenue Reconciliation

Revenue per Audited Statements
$348,394
Total Revenue per Audited Statements
$348,394
Total Revenue per Form 990
$348,394
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$231,019
Salaries, Compensation, and Employee Benefits$35,739
Grants and Similar Amounts Paid$7,250
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$143,866
Conferences and Meetings---$40,869
Current Officers, Directors, Trustees, and Key Employees---$31,746
Grants to Domestic Individuals---$7,250
Fees for Services Accounting---$5,715
Payroll Taxes---$3,993
All Other Expenses---$2,672
Other Expenses---$1,600
Depreciation Depletion---$283
Total Functional Expenses$0$0$0$274,008

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$274,008
Total Expenses per Audited Statements$274,008
Total Expenses per Form 990$274,008
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$34,347
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Reviewed in the executive board and rep council meeting”

Form 990, Page 6, Part VI, Line 12C

“Reviewed in the initial executive board and rep council monthly meeting for the fiscal year”

Form 990, Page 6, Part VI, Line 15A

“Reviewed in the executive board and rep council monthly meetings”

Form 990, Page 6, Part VI, Line 15B

“Reviewed in the executive board and rep council monthly meetings”

Form 990, Page 6, Part VI, Line 19

“Made available on the chapter, nea and cta websites”

Filing and Contact Details

Filer

Filer Name
Irvine Teachers Association
EIN
23-7329458
Phone
7145056365
Address
4940 IRVINE BLVD SUITE 205, IRVINE, CA 92620

Signing Officer

Name
Therese Sorey
Title
President
Phone
7145056365
Signed
2016-01-15

Organization Details

Principal Officer
Therese Sorey
Formed
1973
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
0
Employees
4
Volunteers
20

Preparer

Firm
Paul S Joo CPA
Address
12966 EUCLID STREET SUITE 210, GARDEN GROVE, CA 92840
Preparer
Paul S Joo CPA
Phone
7145371200
Raw XML Appendix374 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt03781
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROMOTE WELFARE AND INTERESTS OF TEACHERS AT THE IRVINE SCHOOL DISTRICT
IRS990/AllOtherExpensesGrp/TotalAmt02672
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0THERESE SOREY
IRS990/BooksInCareOfDetail/PhoneNum07145056365
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04940 IRVINE BLVD STE 205
IRS990/BooksInCareOfDetail/USAddress/CityNm0IRVINE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092620
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0101720
IRS990/CashNonInterestBearingGrp/EOYAmt0170819
IRS990/ChangeToOrgDocumentsInd0true
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt031746
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt040869
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt07250
IRS990/CYInvestmentIncomeAmt01964
IRS990/CYOtherExpensesAmt0231019
IRS990/CYOtherRevenueAmt064944
IRS990/CYProgramServiceRevenueAmt0281486
IRS990/CYRevenuesLessExpensesAmt074386
IRS990/CYSalariesCompEmpBnftPaidAmt035739
IRS990/CYTotalExpensesAmt0274008
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0348394
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt0283
IRS990/Desc0TO PROMOTE WELFARE AND INTERESTS OF TEACHERS AT THE IRVINE SCHOOL DISTRICT
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt05715
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt720.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt106.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt114.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt124.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt134.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd13X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN VALERIE
IRS990/Form990PartVIISectionAGrp/PersonNm1ALAN SIMSOVIC
IRS990/Form990PartVIISectionAGrp/PersonNm2KELLI SEYDEWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm3SONIA KEARNEY
IRS990/Form990PartVIISectionAGrp/PersonNm4LARISA HOOD
IRS990/Form990PartVIISectionAGrp/PersonNm5MARI PERINI
IRS990/Form990PartVIISectionAGrp/PersonNm6KATHY SEKELY
IRS990/Form990PartVIISectionAGrp/PersonNm7THERESE SOREY
IRS990/Form990PartVIISectionAGrp/PersonNm8JON PANG
IRS990/Form990PartVIISectionAGrp/PersonNm9DAWN BURGESS
IRS990/Form990PartVIISectionAGrp/PersonNm10DANIELLA GORMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11BILL BROOKS
IRS990/Form990PartVIISectionAGrp/PersonNm12KIM HOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm13NORA SEAGER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt05000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt32000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt41653
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt51500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt61450
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt71250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt81250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt91250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0STATE COUNCI
IRS990/Form990PartVIISectionAGrp/TitleTxt1BARGAIN CHAI
IRS990/Form990PartVIISectionAGrp/TitleTxt2STATE COUNCI
IRS990/Form990PartVIISectionAGrp/TitleTxt3NEGOTIATION
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5STATE COUNCI
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8REP AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt9REP AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11REP AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt12REP AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt13REP AT LARGE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsPayableGrp/BOYAmt06500
IRS990/GrantsPayableGrp/EOYAmt06250
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt07250
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0348394
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01964
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01964
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08020
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0567
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0284
IRS990/LandBldgEquipCostOrOtherBssAmt08304
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROMOTE WELFARE AND INTERESTS OF TEACHERS AT THE IRVINE SCHOOL DISTRICT
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0356431
IRS990/NetAssetsOrFundBalancesEOYAmt0430817
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0OFFICER STIPEND OTHERS
IRS990/OtherExpensesGrp/Desc1GRIEVANCE & BARGAINING
IRS990/OtherExpensesGrp/Desc2OTHER ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc3WEBSITE AND COMMUNICATION
IRS990/OtherExpensesGrp/TotalAmt026601
IRS990/OtherExpensesGrp/TotalAmt16421
IRS990/OtherExpensesGrp/TotalAmt22992
IRS990/OtherExpensesGrp/TotalAmt31600
IRS990/OtherRevenueMiscGrp/Desc0IRVINE TUSTIN UNISERV REBATE
IRS990/OtherRevenueMiscGrp/Desc1VENDOR PAYMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt059694
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt15250
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt059694
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15250
IRS990/OtherRevenueTotalAmt064944
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt0143866
IRS990/PayrollTaxesGrp/TotalAmt03993
IRS990/PoliticalCampaignActyInd0true
IRS990/PrincipalOfficerNm0THERESE SOREY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0DUES
IRS990/ProgramServiceRevenueGrp/Desc1REBATES PAID
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0282184
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1-698
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0282184
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1-698
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIP PROGRAM
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt07500
IRS990/PYInvestmentIncomeAmt01230
IRS990/PYOtherExpensesAmt0210630
IRS990/PYOtherRevenueAmt02750
IRS990/PYProgramServiceRevenueAmt0269745
IRS990/PYRevenuesLessExpensesAmt013602
IRS990/PYSalariesCompEmpBnftPaidAmt041993
IRS990/PYTotalExpensesAmt0260123
IRS990/PYTotalRevenueAmt0273725
IRS990/ReconcilationRevenueExpnssAmt074386
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0260644
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0262183
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/PoliticalExpendituresAmt034347
IRS990ScheduleC/Section527PoliticalOrgGrp/ContributionsRcvdDlvrAmt034347
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0IRVINE TEACHERS ASSOCIATION PAC
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt04940 IRVINE BLVD
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine2Txt0SUITE 205
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0IRVINE
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd092620
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0SUPPORT CANDIDATES DURING SCHOOL BOARD ELECTIONS VIA PASS THROUGH OF MEMBER CONTRIBUTIONS TO AFFILIATED PAC
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART I-A, LINE 1
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07201
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07201
IRS990ScheduleD/ExpensesSubtotalAmt0274008
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0284
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0819
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01103
IRS990ScheduleD/RevenueSubtotalAmt0348394
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0284
IRS990ScheduleD/TotalExpensesPerForm990Amt0274008
IRS990ScheduleD/TotalRevenuePerForm990Amt0348394
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0348394
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0274008
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt07250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED IN THE EXECUTIVE BOARD AND REP COUNCIL MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED IN THE INITIAL EXECUTIVE BOARD AND REP COUNCIL MONTHLY MEETING FOR THE FISCAL YEAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED IN THE EXECUTIVE BOARD AND REP COUNCIL MONTHLY MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED IN THE EXECUTIVE BOARD AND REP COUNCIL MONTHLY MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MADE AVAILABLE ON THE CHAPTER, NEA AND CTA WEBSITES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0362931
IRS990/TotalAssetsEOYAmt0437067
IRS990/TotalAssetsGrp/BOYAmt0362931
IRS990/TotalAssetsGrp/EOYAmt0437067
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0274008
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06500
IRS990/TotalLiabilitiesEOYAmt06250
IRS990/TotalLiabilitiesGrp/BOYAmt06500
IRS990/TotalLiabilitiesGrp/EOYAmt06250
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0356431
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0430817
IRS990/TotalProgramServiceRevenueAmt0281486
IRS990/TotalReportableCompFromOrgAmt022353
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0348394
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0348394
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0362931
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0437067
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0356431
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0430817
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04940 IRVINE BLVD SUITE 205
IRS990/USAddress/CityNm0IRVINE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092620
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.IRVINETA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESE SOREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07145056365
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRVINE TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0IRVI
ReturnHeader/Filer/EIN0237329458
ReturnHeader/Filer/PhoneNum07145056365
ReturnHeader/Filer/USAddress/AddressLine1Txt04940 IRVINE BLVD SUITE 205
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092620
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204259760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL S JOO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012966 EUCLID STREET SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDEN GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092840
ReturnHeader/PreparerPersonGrp/PhoneNum07145371200
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL S JOO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-01-25T17:38:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$437,067
Liabilities
$6,250
Net assets
$430,817
Revenue
$348,394
Expenses
$274,008
Net income
$74,386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.90$0.11$4.79$3.67$5.10$1.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.30$0.07$6.23$3.46$3.78$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.69$0.13$6.56$3.48$3.43$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.75$0.23$6.52$3.34$2.92$0.43
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.38$0.29$6.09$3.34$3.12$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.15$0.29$5.86$3.57$3.17$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$0.08$5.46$3.70$2.94$0.76
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.05$4.70$3.56$3.33$0.24
2016Detailed filing. Detailed filing data is available for this year.$4.59$0.07$4.51$3.42$3.22$0.21
2015Detailed filing. Detailed filing data is available for this year.$4.37$0.06$4.31$3.48$2.74$0.74
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.07$3.56$2.74$2.60$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.50$0.08$3.43$2.54