Civic Intelligence

Irvine Teachers Association

990 • Fiscal year 2019 • EIN 23-7329458

Sep 01, 2018 to Aug 31, 2019 • Filed on Jan 10, 2020

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

73rd percentile

0.05x

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

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

0.08x

Higher debt load relative to revenue than 78% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

45th percentile

$9,000

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

29th percentile

-3.4%

Faster revenue growth than 29% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$614,933

Up $60,905 (+11%) from 2018

Net Assets

Up

$586,333

Up $40,605 (+7.4%) from 2018

Liabilities

Up

$28,600

Up $20,300 (+245%) from 2018

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin65th percentile

Revenue

Down

$357,465

Down $12,691 (-3.4%) from 2018

Expenses

Up

$316,860

Up $22,604 (+7.7%) from 2018

Net Income

Down

$40,605

Down $35,295 (-47%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2019

Assets$614,933
Liabilities$28,600
Net Assets$586,333
Open 2019 Filing

Operations Trend

Revenue Growth29th 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

2019

Revenue$357,465
Expenses$316,860
Net Income$40,605
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jan 10, 2020
Return Version
2018v3.2
Gross Receipts
$357,465
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$241,880$314,452▲ $72,572
Savings and Temporary Cash Investments$268,748$272,576▲ $3,828
Accounts Receivable$43,400$25,910▼ $17,490
Land, Buildings, and Equipment, Net-$1,995-
Total Assets$554,028$614,933▲ $60,905
Liabilities
Grants Payable$8,300$28,600▲ $20,300
Total Liabilities$8,300$28,600▲ $20,300
Net Assets / Fund Balance
Unrestricted Net Assets$545,728$586,333▲ $40,605
Total Net Assets Fund Balance$545,728$586,333▲ $40,605
Total Liabilities and Net Assets / Fund Balance$554,028$614,933▲ $60,905

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,995$5,732$7,727
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Therese SoreyPresidentPT$9,000$9,000
Sonia KearneyVice PresidePT$7,000$7,000
John ValerieState CounciPT$5,400$5,400
Kelli SeydewitzState Counci-$3,575$3,575
Alan SimsovicNegotiation-$3,075$3,075
Mari PeriniState Counci-$2,713$2,713
Daniella GormanTreasurerPT$2,650$2,650
Jessica BrackenRep at Large-$2,338$2,338
Tricia GilpinNegotiation-$2,250$2,250
Kim HowellSecretary-$1,650$1,650
Jon PangM.s. Rep-$1,375$1,375
Nora SeagerH.s. Rep-$963$963
Carol LucasElem Rep-$688$688
Casey GongElem Rep-$688$688
Freddi SiegelElem Rep-$688$688
Heidi MartasianH.s. Rep-$688$688
Nicole DiazElem Rep-$688$688
Lauren BelcherSite Rep-$650$650
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$321,847
Investment Income
$3,828
Other Revenue
$31,790
Change in Net Assets
$40,605

Audited Revenue Reconciliation

Revenue per Audited Statements
$357,465
Total Revenue per Audited Statements
$357,465
Total Revenue per Form 990
$357,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$304,463
Grants and Similar Amounts Paid$8,200
Salaries, Compensation, and Employee Benefits$4,197
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$153,340--$153,340
Conferences and Meetings$33,245--$33,245
All Other Expenses$23,969--$23,969
Other Expenses$11,175--$11,175
Grants to Domestic Individuals$8,200--$8,200
Fees for Services Accounting$6,450--$6,450
Payroll Taxes$4,197--$4,197
Office Expenses$970--$970
Depreciation Depletion$181--$181
Total Functional Expenses$316,860$0$0$316,860

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$316,860
Total Expenses per Audited Statements$316,860
Total Expenses per Form 990$316,860
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
Backup withholding compliance
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“YES”

Form 990, Page 6, Part VI, Line 7A

“YES”

Form 990, Page 6, Part VI, Line 7B

“YES”

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
2020-01-10

Organization Details

Principal Officer
Therese Sorey
Formed
1973
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
0
Employees
4

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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990/OtherExpensesGrp/TotalAmt037044
IRS990/OtherExpensesGrp/TotalAmt126345
IRS990/OtherExpensesGrp/TotalAmt211744
IRS990/OtherExpensesGrp/TotalAmt311175
IRS990/OtherRevenueMiscGrp/Desc0IRVINE TUSTIN UNISERV REBATE
IRS990/OtherRevenueMiscGrp/Desc1VENDOR PAYMENTS
IRS990/OtherRevenueMiscGrp/Desc2OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt025910
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt15200
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2680
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt025910
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15200
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2680
IRS990/OtherRevenueTotalAmt031790
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0153340
IRS990/PaymentsToAffiliatesGrp/TotalAmt0153340
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt04197
IRS990/PayrollTaxesGrp/TotalAmt04197
IRS990/PoliticalCampaignActyInd0true
IRS990/PrincipalOfficerNm0THERESE SOREY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0321847
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0321847
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIP PROGRAM
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt08200
IRS990/ProgSrvcAccomActy2Grp/GrantAmt08200
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt05200
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt08100
IRS990/PYInvestmentIncomeAmt02476
IRS990/PYOtherExpensesAmt0244676
IRS990/PYOtherRevenueAmt050434
IRS990/PYProgramServiceRevenueAmt0317246
IRS990/PYRevenuesLessExpensesAmt075900
IRS990/PYSalariesCompEmpBnftPaidAmt041480
IRS990/PYTotalExpensesAmt0294256
IRS990/PYTotalRevenueAmt0370156
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt040605
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0352265
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0268748
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0272576
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
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/ExpensesSubtotalAmt0316860
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01995
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05732
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07727
IRS990ScheduleD/RevenueSubtotalAmt0357465
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01995
IRS990ScheduleD/TotalExpensesPerForm990Amt0316860
IRS990ScheduleD/TotalRevenuePerForm990Amt0357465
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0357465
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0316860
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt08200
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED IN THE EXECUTIVE BOARD AND REP COUNCIL MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REVIEWED IN THE INITIAL EXECUTIVE BOARD AND REP COUNCIL MONTHLY MEETING FOR THE FISCAL YEAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REVIEWED IN THE EXECUTIVE BOARD AND REP COUNCIL MONTHLY MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REVIEWED IN THE EXECUTIVE BOARD AND REP COUNCIL MONTHLY MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MADE AVAILABLE ON THE CHAPTER, NEA AND CTA WEBSITES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0554028
IRS990/TotalAssetsEOYAmt0614933
IRS990/TotalAssetsGrp/BOYAmt0554028
IRS990/TotalAssetsGrp/EOYAmt0614933
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0316860
IRS990/TotalFunctionalExpensesGrp/TotalAmt0316860
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08300
IRS990/TotalLiabilitiesEOYAmt028600
IRS990/TotalLiabilitiesGrp/BOYAmt08300
IRS990/TotalLiabilitiesGrp/EOYAmt028600
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0545728
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0586333
IRS990/TotalProgramServiceExpensesAmt0316860
IRS990/TotalProgramServiceRevenueAmt0321847
IRS990/TotalReportableCompFromOrgAmt046079
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0357465
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0357465
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0554028
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0614933
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0545728
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0586333
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04940 IRVINE BLVD SUITE 205
IRS990/USAddress/CityNm0IRVINE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092620
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.IRVINETA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESE SOREY

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$614,933
Liabilities
$28,600
Net assets
$586,333
Revenue
$357,465
Expenses
$316,860
Net income
$40,605
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
2019Detailed filing. Detailed filing data is available for this year.$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