Civic Intelligence

Brea Olinda Teachers Association

EIN 33-0046316 • 501(c)5 • Brea, CA

Profile

To promote the welfare and interests of the employees of the brea olinda school district.

749 South Brea Blvd 42Brea, CA 92821

www.botaonline.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2025

Top Officer Pay

59th percentile

$3,000

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2025

Asset Growth

63rd percentile

6.6%

Faster asset growth than 63% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

37th percentile

-3.3%

Faster revenue growth than 37% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$145,431

Up $8,997 (+6.6%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$145,431

Up $8,997 (+6.6%) from 2024

Revenue

Down

$80,067

Down $2,744 (-3.3%) from 2024

Expenses

Down

$71,311

Down $2,746 (-3.7%) from 2024

Net Income

Up

$8,756

Up $2 (+0.0%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2013: $38,173Liabilities 2013: $0Net Assets 2013: $38,1732013Assets 2014: $44,578Liabilities 2014: $0Net Assets 2014: $44,5782014Assets 2015: $48,241Liabilities 2015: $1,217Net Assets 2015: $47,0242015Assets 2016: $44,523Liabilities 2016: $1,873Net Assets 2016: $42,6502016Assets 2017: $51,118Liabilities 2017: $1,149Net Assets 2017: $49,9692017Assets 2018: $56,692Liabilities 2018: $4,000Net Assets 2018: $52,6922018Assets 2019: $70,561Net Assets 2019: $70,5612019Assets 2020: $82,463Net Assets 2020: $82,4632020Assets 2021: $95,532Net Assets 2021: $95,5322021Assets 2022: $110,261Net Assets 2022: $110,2612022Assets 2023: $121,186Liabilities 2023: $0Net Assets 2023: $121,1862023Assets 2024: $136,434Net Assets 2024: $136,4342024Assets 2025: $145,431Net Assets 2025: $145,4312025

Highlighted filing

2025

Assets$145,431
Liabilities-
Net Assets$145,431

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2013: $245,1392013Revenue 2014: $252,135Expenses 2014: $245,730Net Income 2014: $6,4052014Revenue 2015: $261,521Expenses 2015: $256,354Net Income 2015: $5,1672015Revenue 2016: $272,278Expenses 2016: $276,652Net Income 2016: -$4,3742016Revenue 2017: $287,577Expenses 2017: $278,258Net Income 2017: $9,3192017Revenue 2018: $73,085Expenses 2018: $71,485Net Income 2018: $1,6002018Revenue 2019: $78,695Expenses 2019: $61,868Net Income 2019: $16,8272019Revenue 2020: $78,752Expenses 2020: $66,850Net Income 2020: $11,9022020Revenue 2021: $82,278Expenses 2021: $72,915Net Income 2021: $9,3632021Revenue 2022: $80,236Expenses 2022: $65,507Net Income 2022: $14,7292022Revenue 2023: $83,706Expenses 2023: $72,781Net Income 2023: $10,9252023Revenue 2024: $82,811Expenses 2024: $74,057Net Income 2024: $8,7542024Revenue 2025: $80,067Expenses 2025: $71,311Net Income 2025: $8,7562025

Highlighted filing

2025

Revenue$80,067
Expenses$71,311
Net Income$8,756

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$1.45$0.80$0.71$0.09
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$1.36$0.83$0.74$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.84$0.73$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.10$1.10$0.80$0.66$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.96$0.82$0.73$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.82$0.79$0.67$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.71$0.79$0.62$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.04$0.53$0.73$0.71$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.01$0.50$2.88$2.78$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.02$0.43$2.72$2.77$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.01$0.47$2.62$2.56$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$2.52$2.46$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.38$2.45
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Aug 2, 2023
Return Version
2021v4.1
Gross Receipts
$80,236
Mission and Program Overview

Mission

To promote the welfare and interests of the employees of the brea olinda school district.

Brea olinda teachers association (bota) is a membership group of school employees with the primary purpose of protecting and advancing the professional and economic interest of its members.

Program Services

DescriptionGrantsExpenses
REPRESENT THE MEMBERSHIP IN CONTRACT NEGOTIATIONS WITH THE SCHOOL DISTRICT.-$62,428
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GLENDA BARTELLPresident-$3,000-$3,000
JENNIFER COLLIERBoard Member-$2,025-$2,025
ALEXANDRA BROWNVice President-$1,500-$1,500
CATHERINE ALBEESecretary-$1,200-$1,200
ASHLEY COOPERTreasurer-$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
Brea Olinda Teachers Association
EIN
33-0046316
Phone
7142569900
Address
749 SOUTH BREA BLVD 42, BREA, CA 92821

Signing Officer

Name
Glenda Bartell
Title
President
Signed
2023-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Onisko & Scholz Llp
Address
5000 E SPRING ST STE 200, LONG BEACH, CA 90815
Preparer
Brett Bradbury CPA
Phone
5624203100
Supplemental Narrative

Additional Explanations

Other Revenue.1

MISCELLANEOUS $180

Payments to Affiliates.1

Name: N. ORANGE CTY UNITED TEACHERS | Address: 749 SOUTH BREA BLVD BREA, CA 92821 | Purpose of payment: MEMBERSHIP DUES | Amount: $47067

Other Expenses.1002

Office Expenses $79

Other Expenses.1

MEMBER ENGAGEMENT $1945

Other Expenses.2

Association expenses $166

Other Expenses.3

PAC EXPENDITURES $50

Raw XML Appendix126 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MATTHEW VIRDEN
IRS990EZ/BooksInCareOfDetail/PhoneNum07142569900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0749 SOUTH BREA BLVD 42
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BREA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092821
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt095532
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0110261
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014729
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt095532
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0110261
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt051267
IRS990EZ/GrossReceiptsAmt080236
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt080052
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt095532
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0110261
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt095532
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0110261
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42025
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GLENDA BARTELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALEXANDRA BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CATHERINE ALBEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ASHLEY COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER COLLIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02240
IRS990EZ/OtherRevenueTotalAmt0180
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BREA OLINDA TEACHERS ASSOCIATION (BOTA) IS A MEMBERSHIP GROUP OF SCHOOL EMPLOYEES WITH THE PRIMARY PURPOSE OF PROTECTING AND ADVANCING THE PROFESSIONAL AND ECONOMIC INTEREST OF ITS MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REPRESENT THE MEMBERSHIP IN CONTRACT NEGOTIATIONS WITH THE SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062428
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt010500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt065507
IRS990EZ/TotalProgramServiceExpensesAmt062428
IRS990EZ/TotalRevenueAmt080236
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.mybota.org/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Name: N. ORANGE CTY UNITED TEACHERS | Address: 749 SOUTH BREA BLVD BREA, CA 92821 | Purpose of payment: MEMBERSHIP DUES | Amount: $47067
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $79
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBER ENGAGEMENT $1945
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ASSOCIATION EXPENSES $166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PAC EXPENDITURES $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Payments to Affiliates.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GLENDA BARTELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BREA OLINDA TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0BREA
ReturnHeader/Filer/EIN0330046316
ReturnHeader/Filer/PhoneNum07142569900
ReturnHeader/Filer/USAddress/AddressLine1Txt0749 SOUTH BREA BLVD 42
ReturnHeader/Filer/USAddress/CityNm0BREA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092821
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731719638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ONISKO & SCHOLZ LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 E SPRING ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090815
ReturnHeader/PreparerPersonGrp/PhoneNum05624203100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brett Bradbury CPA
ReturnHeader/ReturnTs02023-08-02T12:42:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GLENDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARTELL
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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