Civic Intelligence

Irvine Teachers Association

990 • Fiscal year 2016 • EIN 23-7329458

Sep 01, 2015 to Aug 31, 2016 • Filed on Jan 10, 2017

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

72nd percentile

0.02x

Higher debt load relative to assets than 72% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.02x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

57th percentile

6.0%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

67th percentile

$5,578

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

57th percentile

5.0%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

38th percentile

-1.7%

Faster revenue growth than 38% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$458,796

Up $21,729 (+5.0%) from 2015

Net Assets

Up

$451,396

Up $20,579 (+4.8%) from 2015

Liabilities

Up

$7,400

Up $1,150 (+18%) from 2015

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin57th percentile

Revenue

Down

$342,368

Down $6,026 (-1.7%) from 2015

Expenses

Up

$321,789

Up $47,781 (+17%) from 2015

Net Income

Down

$20,579

Down $53,807 (-72%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2016

Assets$458,796
Liabilities$7,400
Net Assets$451,396
Open 2016 Filing

Operations Trend

Revenue Growth38th 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

2016

Revenue$342,368
Expenses$321,789
Net Income$20,579
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jan 10, 2017
Return Version
2015v3.0
Gross Receipts
$342,368
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$262,183$264,077▲ $1,894
Cash and Non-Interest-Bearing Accounts$170,819$150,635▼ $20,184
Accounts Receivable$3,781$44,084▲ $40,303
Land, Buildings, and Equipment, Net$284--
Total Assets$437,067$458,796▲ $21,729
Liabilities
Grants Payable$6,250$7,400▲ $1,150
Total Liabilities$6,250$7,400▲ $1,150
Net Assets / Fund Balance
Unrestricted Net Assets$430,817$451,396▲ $20,579
Total Net Assets Fund Balance$430,817$451,396▲ $20,579
Total Liabilities and Net Assets / Fund Balance$437,067$458,796▲ $21,729
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Therese SoreyPresidentPT$5,578$5,578
John ValerieState CounciPT$5,150$5,150
Mari PeriniState CounciPT$4,550$4,550
Alan SimsovicBargain ChaiPT$3,500$3,500
Kelli SeydewitzState Counci-$3,225$3,225
Kathy SekelyVice Preside-$3,053$3,053
Sonia KearneyNegotiation-$2,500$2,500
Larisa HoodSecretary-$1,651$1,651
Jon PangRep at Large-$1,350$1,350
Daniella GormanTreasurer-$1,320$1,320
Dawn BurgessRep at Large-$1,250$1,250
Nora SeagerRep at Large-$775$775
Bill BrooksRep at Large-$725$725
Kim HowellRep at Large-$625$625
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$290,739
Investment Income
$2,045
Other Revenue
$49,584
Change in Net Assets
$20,579

Audited Revenue Reconciliation

Revenue per Audited Statements
$342,368
Total Revenue per Audited Statements
$342,368
Total Revenue per Form 990
$342,368
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$274,194
Salaries, Compensation, and Employee Benefits$39,195
Grants and Similar Amounts Paid$8,400
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$148,583
Conferences and Meetings---$47,862
Current Officers, Directors, Trustees, and Key Employees---$35,165
All Other Expenses---$14,126
Grants to Domestic Individuals---$8,400
Fees for Services Accounting---$5,890
Other Expenses---$5,174
Payroll Taxes---$4,030
Office Expenses---$1,193
Depreciation Depletion---$284
Total Functional Expenses$0$0$0$321,789

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$321,789
Total Expenses per Audited Statements$321,789
Total Expenses per Form 990$321,789
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$34,943
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
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
2017-01-10

Organization Details

Principal Officer
Therese Sorey
Formed
1973
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
0
Employees
7

Preparer

Firm
Paul S Joo CPA
Address
12966 EUCLID STREET SUITE 210, GARDEN GROVE, CA 92840
Preparer
Paul S Joo CPA
Phone
7145371200
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0321789
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt08400
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/TotalAssetsBOYAmt0437067
IRS990/TotalAssetsEOYAmt0458796
IRS990/TotalAssetsGrp/BOYAmt0437067
IRS990/TotalAssetsGrp/EOYAmt0458796
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0321789
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06250
IRS990/TotalLiabilitiesEOYAmt07400
IRS990/TotalLiabilitiesGrp/BOYAmt06250
IRS990/TotalLiabilitiesGrp/EOYAmt07400
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0430817
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0451396
IRS990/TotalProgramServiceRevenueAmt0290739
IRS990/TotalReportableCompFromOrgAmt035252
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0342368
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0342368
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0437067
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0458796
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0430817
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0451396
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04940 IRVINE BLVD SUITE 205
IRS990/USAddress/CityNm0IRVINE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092620
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.IRVINETA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESE SOREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07145056365
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-10
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/PreparationDt02017-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL S JOO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-01-15T12:43:05-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$458,796
Liabilities
$7,400
Net assets
$451,396
Revenue
$342,368
Expenses
$321,789
Net income
$20,579
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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)5 • <$500k nonprofits