Civic Intelligence

Orange County School Educators Asso

EIN 33-0251680 • 501(c)5 • Orange, CA

Profile

Local union chapter of california teachers association

281 N Rampart St Suite AOrange, CA 92868

www.ocsea.com

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

3rd percentile

-115%

Higher net margin than 3% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

21st percentile

-15%

Faster asset growth than 21% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

18%

Faster revenue growth than 81% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$141,085

Down $24,020 (-15%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$141,085

Down $24,020 (-15%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Up

$20,856

Up $3,159 (+18%) from 2023

Expenses

Down

$44,875

Down $1,406 (-3.0%) from 2023

Net Income

Up

-$24,019

Up $4,565 (+16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$300K$200K$100K$0Assets 2015: $227,998Net Assets 2015: $227,9982015Assets 2016: $227,996Net Assets 2016: $227,9962016Assets 2017: $211,336Net Assets 2017: $211,3362017Assets 2018: $219,987Net Assets 2018: $219,9872018Assets 2019: $220,836Net Assets 2019: $220,8362019Assets 2020: $215,411Net Assets 2020: $215,4112020Assets 2021: $223,507Net Assets 2021: $223,5072021Assets 2022: $193,690Net Assets 2022: $193,6902022Assets 2023: $165,105Net Assets 2023: $165,1052023Assets 2024: $141,085Net Assets 2024: $141,0852024

Highlighted filing

2024

Assets$141,085
Liabilities-
Net Assets$141,085
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$100K$50K$0-$50KRevenue 2015: $49,718Expenses 2015: $60,166Net Income 2015: -$10,4482015Revenue 2016: $41,923Expenses 2016: $42,346Net Income 2016: -$4232016Revenue 2017: $54,893Expenses 2017: $71,553Net Income 2017: -$16,6602017Revenue 2018: $48,477Expenses 2018: $39,826Net Income 2018: $8,6512018Revenue 2019: $33,603Expenses 2019: $32,754Net Income 2019: $8492019Revenue 2020: $25,072Expenses 2020: $30,497Net Income 2020: -$5,4252020Revenue 2021: $23,845Expenses 2021: $15,749Net Income 2021: $8,0962021Revenue 2022: $27,319Expenses 2022: $57,136Net Income 2022: -$29,8172022Revenue 2023: $17,697Expenses 2023: $46,281Net Income 2023: -$28,5842023Revenue 2024: $20,856Expenses 2024: $44,875Net Income 2024: -$24,0192024

Highlighted filing

2024

Revenue$20,856
Expenses$44,875
Net Income-$24,019
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,085
Liabilities
-
Net assets
$141,085
Revenue
$20,856
Expenses
$44,875
Net income
-$24,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.41$1.41$0.21$0.45$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.65$1.65$0.18$0.46$0.29
2022Detailed filing. Detailed filing data is available for this year.$1.94$1.94$0.27$0.57$0.30
2021Detailed filing. Detailed filing data is available for this year.$2.24$2.24$0.24$0.16$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.15$2.15$0.25$0.30$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.21$2.21$0.34$0.33$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.20$2.20$0.48$0.40$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.11$2.11$0.55$0.72$0.17
2016Detailed filing. Detailed filing data is available for this year.$2.28$2.28$0.42$0.42$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.28$2.28$0.50$0.60$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Nov 15, 2024
Return Version
2023v6.0
Gross Receipts
$20,856
Mission and Program Overview

Mission

Local union chapter of california teachers association

Program Services

DescriptionGrantsExpenses
GOVERNANCE AND COORDINATED BARGAINING FOR LOCAL UNION CHAPTERS OF CALIFORNIA TEACHERS ASSOCIATION.--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURIE MARTINEZPresident-$0--
KATHERINE LUVice Preside-$0--
SCOTT LUCCHESETreasurer-$0--
JOEY BORGESESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Orange County School Educators Asso
EIN
33-0251680
Address
281 N RAMPART ST SUITE A, ORANGE, CA 92868

Signing Officer

Name
Scott Lucchese
Title
Treasurer
Phone
7149046968
Signed
2024-11-15

Preparer

Firm
Paul S Joo CPA
Address
12966 EUCLID STREET SUITE 210, GARDEN GROVE, CA 92840
Preparer
Paul S Joo CPA
Phone
7145371200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expense 158 travel 624 site rep meeting 2,684 election committee meeting 400 conferences 23,061 meals 1,750 union party 578 computer & internet 1,365 gift 909 auto and truck 1,167 holiday party 9,864 utilities 190 bank charges 35 dues and subscription 705 total 43,490”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 5,296 5,296 total 5,296 5,296”

Raw XML Appendix101 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/PersonNm0SCOTT LUCCHESE
IRS990EZ/BooksInCareOfDetail/PhoneNum07149600883
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0281 N RAMPART ST
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ORANGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092868
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0159808
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0135789
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020090
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-24019
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01385
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0165104
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0141085
IRS990EZ/GrossReceiptsAmt020856
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0766
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0165104
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0141085
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0165104
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0141085
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURIE MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHERINE LU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT LUCCHESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOEY BORGESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05296
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05296
IRS990EZ/OtherExpensesTotalAmt043490
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL UNION CHAPTER OF CALIFORNIA TEACHERS ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GOVERNANCE AND COORDINATED BARGAINING FOR LOCAL UNION CHAPTERS OF CALIFORNIA TEACHERS ASSOCIATION.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044875
IRS990EZ/TotalRevenueAmt020856
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0OCSEATEACHERS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 158 TRAVEL 624 SITE REP MEETING 2,684 ELECTION COMMITTEE MEETING 400 CONFERENCES 23,061 MEALS 1,750 UNION PARTY 578 COMPUTER & INTERNET 1,365 GIFT 909 AUTO AND TRUCK 1,167 HOLIDAY PARTY 9,864 UTILITIES 190 BANK CHARGES 35 DUES AND SUBSCRIPTION 705 TOTAL 43,490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 5,296 5,296 TOTAL 5,296 5,296
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT LUCCHESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07149046968
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORANGE COUNTY SCHOOL EDUCATORS ASSO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CALIFORNIA TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0330251680
ReturnHeader/Filer/USAddress/AddressLine1Txt0281 N RAMPART ST SUITE A
ReturnHeader/Filer/USAddress/CityNm0ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092868
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02025-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL S JOO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-06T17:42:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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