Civic Intelligence

Huntington Beach Union High School District Educators

990 • Fiscal year 2019 • EIN 23-7337467

Sep 01, 2018 to Aug 31, 2019 • Filed on Jan 18, 2020

20800 Beach BlvdHuntington Beach, CA 92648-5288

(714) 536-6166

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

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

Liabilities / Revenue

35th percentile

0.00x

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

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

Net Margin

38th percentile

2.1%

Higher net margin than 38% of similar nonprofits.

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

Top Officer Pay

44th percentile

$8,000

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

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

Asset Growth

52nd percentile

5.0%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

32nd percentile

-2.3%

Faster revenue growth than 32% of similar nonprofits.

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

Assets

Up

$346,734

Up $16,446 (+5.0%) from 2018

Net Assets

Up

$346,734

Up $16,446 (+5.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$782,539

Down $18,463 (-2.3%) from 2018

Expenses

Up

$766,093

Up $8,076 (+1.1%) from 2018

Net Income

Down

$16,446

Down $26,539 (-62%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $248,682Liabilities 2014: $4,520Net Assets 2014: $244,1622014Assets 2015: $251,510Liabilities 2015: $2,694Net Assets 2015: $248,8162015Assets 2017: $287,303Liabilities 2017: $0Net Assets 2017: $287,3032017Assets 2018: $330,288Liabilities 2018: $0Net Assets 2018: $330,2882018Assets 2019: $346,734Liabilities 2019: $0Net Assets 2019: $346,7342019Assets 2020: $375,997Liabilities 2020: $0Net Assets 2020: $375,9972020Assets 2021: $414,736Liabilities 2021: $0Net Assets 2021: $414,7362021Assets 2022: $440,782Liabilities 2022: $0Net Assets 2022: $440,7822022Assets 2023: $468,814Liabilities 2023: $0Net Assets 2023: $468,8142023Assets 2024: $508,936Liabilities 2024: $0Net Assets 2024: $508,9362024

Highlighted filing

2019

Assets$346,734
Liabilities$0
Net Assets$346,734

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2014: $655,363Expenses 2014: $672,654Net Income 2014: -$17,2912014Revenue 2015: $715,955Expenses 2015: $711,301Net Income 2015: $4,6542015Revenue 2017: $772,079Expenses 2017: $731,512Net Income 2017: $40,5672017Revenue 2018: $801,002Expenses 2018: $758,017Net Income 2018: $42,9852018Revenue 2019: $782,539Expenses 2019: $766,093Net Income 2019: $16,4462019Revenue 2020: $792,385Expenses 2020: $763,122Net Income 2020: $29,2632020Revenue 2021: $835,197Expenses 2021: $796,458Net Income 2021: $38,7392021Revenue 2022: $841,650Expenses 2022: $815,600Net Income 2022: $26,0502022Revenue 2023: $866,813Expenses 2023: $838,781Net Income 2023: $28,0322023Revenue 2024: $902,897Expenses 2024: $862,775Net Income 2024: $40,1222024

Highlighted filing

2019

Revenue$782,539
Expenses$766,093
Net Income$16,446
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jan 18, 2020
Return Version
2018v3.1
Gross Receipts
$782,539
Mission and Program Overview

Mission

To serve its teacher members

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$221,234$225,549▲ $4,315
Cash and Non-Interest-Bearing Accounts$109,054$121,185▲ $12,131
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$330,288$346,734▲ $16,446
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$330,288$346,734▲ $16,446
Total Net Assets Fund Balance$330,288$346,734▲ $16,446
Total Liabilities and Net Assets / Fund Balance$330,288$346,734▲ $16,446

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$1,780$1,780
Land$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Shawn WernerPresidentPT$8,000$8,000
Darla MerrillVice President-$5,000$5,000
Betty TranTreasurer-$3,200$3,200
Allison JubySecretary-$2,500$2,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$778,081
Investment Income
$4,458
Other Revenue
$0
Change in Net Assets
$16,446

Audited Revenue Reconciliation

Revenue per Audited Statements
$782,539
Revenue Not Reported on Form 990
$45,529
Total Revenue per Audited Statements
$828,068
Total Revenue per Form 990
$782,539
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$725,986
Salaries, Compensation, and Employee Benefits$40,107
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$0$0$0$25,831
Current Officers, Directors, Trustees, and Key Employees$0$0$0$25,275
Conferences and Meetings$0$0$0$10,589
Other Salaries and Wages$0$0$0$10,500
Payroll Taxes$0$0$0$4,332
Other Expenses$0$0$0$617
Fees for Services Other$0$0$0$429
Total Functional Expenses$0$0$0$766,093

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$804,437
Expenses per Audited Statements$766,093
Total Expenses per Form 990$766,093
Expenses Not Reported on Form 990$38,344
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Huntington Beach Union High School District Educators
EIN
23-7337467
Phone
7145366166
Address
20800 BEACH BLVD, HUNTINGTON BEACH, CA 92648-5288

Signing Officer

Name
Shawn Werner
Title
President
Phone
7145366166
Signed
2020-01-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Drew Bueno-potts
Formed
1976
Legal Domicile
CA
Voting Board Members
30
Independent Board Members
30
Employees
15
Volunteers
0

Preparer

Firm
Troy Yoshida CPA Inc
Address
5836 CORPORATE AVE STE 100, CYPRESS, CA 90630
Preparer
Troy Yoshida CPA
Phone
7148928003
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

The association has teacher members

Pt VI, Line 7A

The association has teacher members who may elect officers

Pt VI, Line 11B

The association does not provide a copy of the 990 to all its members before filing. However, the treasurer reviews the 990 before sending to the irs.

Pt VI, Line 8B

The association has no committees that act on behalf of the governing body

Form 990, Part IX, Line 24E

LEADERSHIP 9101.

Form 990, Part IX, Line 24E

NEGOTIATIONS 1624.

Form 990, Part IX, Line 24E

SOCIAL ACTIVITIES 12941.

Form 990, Part IX, Line 24E

MISCELLANEOUS 1665.

Form 990, Part IX, Line 24E

COMMUNICATIONS 500.

Financial Statement Notes

Pt XI, Line 2D

POLITICAL ACTION INCOME

Pt XII, Line 2D

Political action expenses

Raw XML Appendix338 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
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt025275
IRS990/CompensationFromOtherSrcsInd0false
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IRS990/Form990PartVIISectionAGrp/PersonNm3BETTY TRAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt08000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22500
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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IRS990/Form990ProvidedToGvrnBodyInd0false
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt030
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0782539
IRS990/GroupExemptionNum04003
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt030
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt04458
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04458
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01780
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt01780
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SERVE ITS TEACHER MEMBERS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0330288
IRS990/NetAssetsOrFundBalancesEOYAmt0346734
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0CTA & NEA DUES
IRS990/OtherExpensesGrp/Desc1WOCUT DUES
IRS990/OtherExpensesGrp/Desc2BOARD OF DIRECTORS
IRS990/OtherExpensesGrp/FundraisingAmt00
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IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
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IRS990/PartialLiquidationInd0false
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IRS990/PoliticalCampaignActyInd0false
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0POLITICAL ACTION INCOME
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1POLITICAL ACTION EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XI, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XII, Line 2d
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HAS TEACHER MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION HAS TEACHER MEMBERS WHO MAY ELECT OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ASSOCIATION DOES NOT PROVIDE A COPY OF THE 990 TO ALL ITS MEMBERS BEFORE FILING. HOWEVER, THE TREASURER REVIEWS THE 990 BEFORE SENDING TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ASSOCIATION HAS NO COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LEADERSHIP 9101.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NEGOTIATIONS 1624.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SOCIAL ACTIVITIES 12941.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS 1665.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COMMUNICATIONS 500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0346734
IRS990/TotalAssetsGrp/BOYAmt0330288
IRS990/TotalAssetsGrp/EOYAmt0346734
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IRS990/TotalEmployeeCnt015
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0346734
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt018700
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0782539
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0346734
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0330288
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0346734
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt020800 BEACH BLVD STE 200
IRS990/USAddress/CityNm0HUNTINGTON BEACH
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092648
IRS990/VotingMembersGoverningBodyCnt030
IRS990/VotingMembersIndependentCnt030
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWN WERNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07145366166
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUNTINGTON BEACH UNION HIGH SCHOOL DISTRICT EDUCATORS
ReturnHeader/Filer/BusinessNameControlTxt0HUNT
ReturnHeader/Filer/EIN0237337467
ReturnHeader/Filer/PhoneNum07145366166
ReturnHeader/Filer/USAddress/AddressLine1Txt020800 BEACH BLVD
ReturnHeader/Filer/USAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0926485288
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E789197E8D1E9D0F8EA38125E579130C5E006DDD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E789197E8D1E9D0F8EA38125E579130C5E006DDD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.50.66.147
ReturnHeader/FilingSecurityInformation/IPDt02020-02-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm022:20:06
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TROY YOSHIDA CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05836 CORPORATE AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CYPRESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090630
ReturnHeader/PreparerPersonGrp/PhoneNum07148928003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY YOSHIDA CPA
ReturnHeader/ReturnTs02020-02-10T22:20:16-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

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