Civic Intelligence

Irvine Teachers Association

990 • Fiscal year 2017 • EIN 23-7329458

Sep 01, 2016 to Aug 31, 2017 • Filed on Jan 09, 2018

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

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

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

Liabilities / Revenue

71st percentile

0.01x

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

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

Net Margin

56th percentile

6.6%

Higher net margin than 56% of similar nonprofits.

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

Top Officer Pay

76th percentile

$9,906

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

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

Asset Growth

50th percentile

3.4%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

60th percentile

4.0%

Faster revenue growth than 60% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$474,578

Up $15,782 (+3.4%) from 2016

Net Assets

Up

$469,828

Up $18,432 (+4.1%) from 2016

Liabilities

Down

$4,750

Down $2,650 (-36%) from 2016

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin56th percentile

Revenue

Up

$356,194

Up $13,826 (+4.0%) from 2016

Expenses

Up

$332,678

Up $10,889 (+3.4%) from 2016

Net Income

Up

$23,516

Up $2,937 (+14%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2017

Assets$474,578
Liabilities$4,750
Net Assets$469,828
Open 2017 Filing

Operations Trend

Revenue Growth60th 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

2017

Revenue$356,194
Expenses$332,678
Net Income$23,516
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jan 9, 2018
Return Version
2016v3.0
Gross Receipts
$356,194
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$264,077$266,278▲ $2,201
Cash and Non-Interest-Bearing Accounts$150,635$165,349▲ $14,714
Accounts Receivable$43,800$42,951▼ $849
Total Assets$458,512$474,578▲ $16,066
Liabilities
Accounts Payable and Accrued Expenses$4,800--
Grants Payable$7,400$4,750▼ $2,650
Total Liabilities$12,200$4,750▼ $7,450
Net Assets / Fund Balance
Unrestricted Net Assets$446,312$469,828▲ $23,516
Total Net Assets Fund Balance$446,312$469,828▲ $23,516
Total Liabilities and Net Assets / Fund Balance$458,512$474,578▲ $16,066
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Therese SoreyPresidentPT$9,906$9,906
John ValerieState CounciPT$5,650$5,650
Kathy SekelyVice PresidePT$4,702$4,702
Kelli SeydewitzState Counci-$3,650$3,650
Mari PeriniState Counci-$3,400$3,400
Alan SimsovicBargaining C-$3,000$3,000
Sonia KearneyBargaining C-$3,000$3,000
Daniella GormanTreasurer-$2,715$2,715
Jon PangM.s. Rep-$1,788$1,788
Nora SeagerH.s. Rep-$1,713$1,713
Bill BrooksElem. Rep-$1,313$1,313
Dawn BurgessRep at Large-$1,313$1,313
Kim HowellElem. Rep-$998$998

Board Members and Trustees

NameTitle
Laurie AtkinsonCTA Executiv
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$306,103
Investment Income
$2,216
Other Revenue
$47,875
Change in Net Assets
$23,516

Audited Revenue Reconciliation

Revenue per Audited Statements
$356,194
Total Revenue per Audited Statements
$356,194
Total Revenue per Form 990
$356,194
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$283,331
Salaries, Compensation, and Employee Benefits$41,847
Grants and Similar Amounts Paid$7,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$154,978
Current Officers, Directors, Trustees, and Key Employees---$37,671
Conferences and Meetings---$33,237
All Other Expenses---$20,012
Fees for Services Accounting---$8,250
Grants to Domestic Individuals---$7,500
Other Expenses---$6,544
Payroll Taxes---$4,176
Office Expenses---$1,962
Total Functional Expenses$0$0$0$332,678

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$332,678
Total Expenses per Audited Statements$332,678
Total Expenses per Form 990$332,678
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
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
2018-01-09

Organization Details

Principal Officer
Therese Sorey
Formed
1973
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
0
Employees
5

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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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt07500
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/TotalAssetsBOYAmt0458512
IRS990/TotalAssetsEOYAmt0474578
IRS990/TotalAssetsGrp/BOYAmt0458512
IRS990/TotalAssetsGrp/EOYAmt0474578
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0332678
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012200
IRS990/TotalLiabilitiesEOYAmt04750
IRS990/TotalLiabilitiesGrp/BOYAmt012200
IRS990/TotalLiabilitiesGrp/EOYAmt04750
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0446312
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0469828
IRS990/TotalProgramServiceRevenueAmt0306103
IRS990/TotalReportableCompFromOrgAmt043148
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0356194
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0356194
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0458512
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0474578
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0446312
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0469828
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESE SOREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07145056365
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0D37513AD9C221B8B3E02408E10F7B58C338C608B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D37513AD9C221B8B3E02408E10F7B58C338C608B
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/PreparationDt02018-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL S JOO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-01-16T16:17:20-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$474,578
Liabilities
$4,750
Net assets
$469,828
Revenue
$356,194
Expenses
$332,678
Net income
$23,516
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
2017Detailed filing. Detailed filing data is available for this year.$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