Civic Intelligence

California Teachers Association Hemet Teachers Association

990 • Fiscal year 2018 • EIN 33-0025331

Sep 01, 2017 to Aug 31, 2018 • Filed on Feb 14, 2019

Organization Profilewww.htaonline.org
2920 E Florida Ave No 101Hemet, CA 92544

(951) 925-8263

Siviq Scores

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

Liabilities / Assets

79th percentile

0.04x

Higher debt load relative to assets than 79% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

82nd percentile

0.05x

Higher debt load relative to revenue than 82% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

88th percentile

27%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

59th percentile

$3,000

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

87th percentile

27%

Faster asset growth than 87% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-3.8%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$309,533

Up $66,189 (+27%) from 2017

Net Assets

Up

$298,296

Up $62,134 (+26%) from 2017

Liabilities

Up

$11,237

Up $4,055 (+56%) from 2017

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin88th percentile

Revenue

Down

$243,649

Down $9,633 (-3.8%) from 2017

Expenses

Down

$178,963

Down $34,427 (-16%) from 2017

Net Income

Up

$64,686

Up $24,794 (+62%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$600K$400K$200K$0Assets 2010: $234,951Liabilities 2010: $110,007Net Assets 2010: $124,9442010Assets 2011: $116,516Liabilities 2011: $11,730Net Assets 2011: $104,7862011Assets 2012: $368,434Liabilities 2012: $332,992Net Assets 2012: $35,4422012Assets 2013: $121,766Liabilities 2013: $628Net Assets 2013: $121,1382013Assets 2015: $166,584Liabilities 2015: $1,720Net Assets 2015: $164,8642015Assets 2017: $243,344Liabilities 2017: $7,182Net Assets 2017: $236,1622017Assets 2018: $309,533Liabilities 2018: $11,237Net Assets 2018: $298,2962018Assets 2019: $373,618Liabilities 2019: $6,704Net Assets 2019: $366,9142019Assets 2020: $431,039Liabilities 2020: $2,242Net Assets 2020: $428,7972020Assets 2021: $460,743Liabilities 2021: $3,078Net Assets 2021: $457,6652021Assets 2022: $561,628Liabilities 2022: $64,828Net Assets 2022: $496,8002022

Highlighted filing

2018

Assets$309,533
Liabilities$11,237
Net Assets$298,296
Open 2018 Filing

Operations Trend

Revenue Growth32nd percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $212,324Expenses 2010: $212,714Net Income 2010: -$3902010Revenue 2011: $197,268Expenses 2011: $217,426Net Income 2011: -$20,1582011Expenses 2012: $256,6642012Expenses 2013: $245,7952013Revenue 2015: $264,130Expenses 2015: $197,867Net Income 2015: $66,2632015Revenue 2017: $253,282Expenses 2017: $213,390Net Income 2017: $39,8922017Revenue 2018: $243,649Expenses 2018: $178,963Net Income 2018: $64,6862018Revenue 2019: $278,970Expenses 2019: $210,352Net Income 2019: $68,6182019Revenue 2020: $255,449Expenses 2020: $193,566Net Income 2020: $61,8832020Revenue 2021: $228,677Expenses 2021: $199,809Net Income 2021: $28,8682021Revenue 2022: $254,641Expenses 2022: $215,506Net Income 2022: $39,1352022

Highlighted filing

2018

Revenue$243,649
Expenses$178,963
Net Income$64,686
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Feb 14, 2019
Return Version
2017v2.3
Gross Receipts
$243,649
Mission and Program Overview

Mission

To represent its members in employer-employee related matters including, but not limited to, wages, hours and other terms and conditions of employment and other specific purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$117,435$221,087▲ $103,652
Cash and Non-Interest-Bearing Accounts$121,180$83,717▼ $37,463
Land, Buildings, and Equipment, Net$3,682$3,682→ $0
Total Assets$243,344$309,533▲ $66,189
Other Assets Total$1,047$1,047→ $0
Liabilities
Accounts Payable and Accrued Expenses$7,182$11,237▲ $4,055
Total Liabilities$7,182$11,237▲ $4,055
Net Assets / Fund Balance
Unrestricted Net Assets$236,162$298,296▲ $62,134
Total Net Assets Fund Balance$236,162$298,296▲ $62,134
Total Liabilities and Net Assets / Fund Balance$243,344$309,533▲ $66,189

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,682$38,506$42,188
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseTotal
William ValenzulaPresidentFT$3,000$3,000
Denise NewberryTreasurer-$3,000$3,000
Alyssa King2nd VP-$3,000$3,000
Linda BaileySecretary-$3,000$3,000
Matt Pailes1st VP-$3,000$3,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$243,492
Investment Income
$157
Other Revenue
$0
Change in Net Assets
$64,686

Audited Revenue Reconciliation

Revenue per Audited Statements
$243,649
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$5,368
Total Revenue per Audited Statements
$249,017
Total Revenue per Form 990
$243,649
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$135,101
Salaries, Compensation, and Employee Benefits$43,862
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$26,273
Occupancy---$18,428
Current Officers, Directors, Trustees, and Key Employees---$15,000
All Other Expenses---$12,501
Conferences and Meetings---$10,685
Office Expenses---$7,680
Other Expenses---$6,866
Fees for Services Accounting---$5,700
Payroll Taxes---$2,589
Insurance---$1,968
Total Functional Expenses$0$0$0$178,963

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$180,313
Expenses per Audited Statements$178,963
Total Expenses per Form 990$178,963
Expenses Not Reported on Form 990$1,350
Expenses Not Reported on Financial Statements$0
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
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
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

Governance Explanations

Form 990, Part VI, Section A, line 6

“Members of the Association consists of dues paying certificated school employees from the Hemet Unified School District.”

Form 990, Part VI, Section A, line 7A

“The General Membership elects the Executive Board to represent them in all matters related to employment conditions and employer-employee relations.”

Form 990, Part VI, Section B, line 10B

“The Association is affiliated with California Teachers Association (CTA) & the National Educators Association (NEA). There is no written policies and/or procedures in which the Association governs the activities of CTA & NEA.”

Form 990, Part VI, Section B, line 11B

“A copy of the tax return is made available to all board members, who have an opportunity to review, revise, and/or approve the tax return prior to submission.”

Form 990, Part VI, Section B, line 12C

“At the beginning of the fiscal year the board is required to disclose any possible conflicts.”

Form 990, Part VI, Section C, line 19

“Upon written request the Association will provide copies of the governing documents, policies and financial statements.”

Filing and Contact Details

Filer

Filer Name
California Teachers Association
EIN
33-0025331
Phone
9519258263
Address
2920 E Florida Ave No 101, Hemet, CA 92544

Signing Officer

Name
Jason Chrest
Title
President
Phone
9519258263
Signed
2019-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Chrest
Formed
1984
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
1
Volunteers
50

Preparer

Firm
Smith Marion & Co
Address
1940 Orange Tree Lane Suite 100, Redlands, CA 92374
Preparer
Carlos Carazo
Phone
9093072323
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Net PAC activity -2,552.”

Form 990, Part XII; Line 2C

“There have been no changes from prior years in the oversight of the audit or the selection process for the independent accountant.”

Financial Statement Notes

Part X, Line 2:

“In accordance with accounting standards, which provides accounting and disclosure guidance about uncertain tax positions taken by an Association, management believes that all of the positions taken by the Association in its federal and state income tax returns are more likely than not to be sustained upon examination. The Association files returns in the US Federal jurisdiction and the State of California. The Association's federal income tax returns for the prior three years and beyond remain subject to examination by the Internal Revenue Service. The Association's California tax returns for the prior four years and beyond remain subject to examination by the Franchise Tax Board.”

Part XI, Line 2D - Other Adjustments:

“PAC activity 5,368.”

Part XII, Line 2D - Other Adjustments:

“PAC activity 1,350.”

Raw XML Appendix329 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0In accordance with accounting standards, which provides accounting and disclosure guidance about uncertain tax positions taken by an Association, management believes that all of the positions taken by the Association in its federal and state income tax returns are more likely than not to be sustained upon examination. The Association files returns in the US Federal jurisdiction and the State of California. The Association's federal income tax returns for the prior three years and beyond remain subject to examination by the Internal Revenue Service. The Association's California tax returns for the prior four years and beyond remain subject to examination by the Franchise Tax Board.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PAC activity 5,368.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2PAC activity 1,350.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d - Other Adjustments:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members of the Association consists of dues paying certificated school employees from the Hemet Unified School District.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The General Membership elects the Executive Board to represent them in all matters related to employment conditions and employer-employee relations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Association is affiliated with California Teachers Association (CTA) & the National Educators Association (NEA). There is no written policies and/or procedures in which the Association governs the activities of CTA & NEA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A copy of the tax return is made available to all board members, who have an opportunity to review, revise, and/or approve the tax return prior to submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4At the beginning of the fiscal year the board is required to disclose any possible conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Upon written request the Association will provide copies of the governing documents, policies and financial statements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Net PAC activity -2,552.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7There have been no changes from prior years in the oversight of the audit or the selection process for the independent accountant.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 10b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XI, line 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part XII; Line 2c
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0236162
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0298296
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0243492
IRS990/TotalReportableCompFromOrgAmt015000
IRS990/TotalRevenueGrp/ExclusionAmt0157
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0243492
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0243649
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0243344
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0309533
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0236162
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0298296
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02920 E Florida Ave No 101
IRS990/USAddress/CityNm0Hemet
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092544
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.htaonline.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jason Chrest
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09519258263
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0California Teachers Association
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Hemet Teachers Association
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0330025331
ReturnHeader/Filer/PhoneNum09519258263
ReturnHeader/Filer/USAddress/AddressLine1Txt02920 E Florida Ave No 101
ReturnHeader/Filer/USAddress/CityNm0Hemet
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092544
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A0C753D5250981FDC5925AF2F9909F02A6408B0F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.77.118.76
ReturnHeader/FilingSecurityInformation/IPDt02019-02-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:39:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831445511
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Smith Marion & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01940 Orange Tree Lane Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Redlands
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092374
ReturnHeader/PreparerPersonGrp/PhoneNum09093072323
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carlos Carazo
ReturnHeader/ReturnTs02019-02-14T17:45:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$309,533
Liabilities
$11,237
Net assets
$298,296
Revenue
$243,649
Expenses
$178,963
Net income
$64,686
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.62$0.65$4.97$2.55$2.16$0.39
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.61$0.03$4.58$2.29$2.00$0.29
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.31$0.02$4.29$2.55$1.94$0.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.07$3.67$2.79$2.10$0.69
2018Detailed filing. Detailed filing data is available for this year.$3.10$0.11$2.98$2.44$1.79$0.65
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.07$2.36$2.53$2.13$0.40
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.02$1.65$2.64$1.98$0.66
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.01$1.21$2.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$3.33$0.35$2.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.12$1.05$1.97$2.17$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$1.10$1.25$2.12$2.13$0.00