Civic Intelligence

Ramona Teachers Association

990EZ • Fiscal year 2017 • EIN 33-0311122

Sep 01, 2016 to Aug 31, 2017 • Filed on Dec 21, 2017

Organization Profilesites.google.com/site/ramonata2016
PO Box 1698Ramona, CA 92065

(760) 788-2985

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

55th percentile

0.00x

Higher debt load relative to revenue than 55% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

1.2%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$66,185

Up $8,103 (+14%) from 2016

Net Assets

Up

$66,143

Up $8,061 (+14%) from 2016

Liabilities

$42

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin72nd percentile

Revenue

Up

$54,482

Up $672 (+1.2%) from 2016

Expenses

Down

$47,055

Down $2,463 (-5.0%) from 2016

Net Income

Up

$7,427

Up $3,135 (+73%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$100K$50K$0Assets 2016: $58,082Net Assets 2016: $58,0822016Assets 2017: $66,185Liabilities 2017: $42Net Assets 2017: $66,1432017Assets 2018: $72,838Net Assets 2018: $72,8382018Assets 2019: $78,127Net Assets 2019: $78,1272019Assets 2020: $79,600Net Assets 2020: $79,6002020Assets 2021: $79,989Liabilities 2021: $133Net Assets 2021: $79,8562021Assets 2022: $70,172Net Assets 2022: $70,1722022Assets 2023: $78,743Liabilities 2023: $575Net Assets 2023: $78,1682023Assets 2024: $77,614Net Assets 2024: $77,6142024Assets 2025: $81,987Net Assets 2025: $81,9872025

Highlighted filing

2017

Assets$66,185
Liabilities$42
Net Assets$66,143
Open 2017 Filing

Operations Trend

Revenue Growth50th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2016: $53,810Expenses 2016: $49,518Net Income 2016: $4,2922016Revenue 2017: $54,482Expenses 2017: $47,055Net Income 2017: $7,4272017Revenue 2018: $54,912Expenses 2018: $48,182Net Income 2018: $6,7302018Revenue 2019: $54,916Expenses 2019: $49,627Net Income 2019: $5,2892019Revenue 2020: $54,444Expenses 2020: $52,971Net Income 2020: $1,4732020Revenue 2021: $53,249Expenses 2021: $52,993Net Income 2021: $2562021Revenue 2022: $50,627Expenses 2022: $60,311Net Income 2022: -$9,6842022Revenue 2023: $54,628Expenses 2023: $46,632Net Income 2023: $7,9962023Revenue 2024: $49,301Expenses 2024: $49,855Net Income 2024: -$5542024Revenue 2025: $53,571Expenses 2025: $49,198Net Income 2025: $4,3732025

Highlighted filing

2017

Revenue$54,482
Expenses$47,055
Net Income$7,427
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Dec 21, 2017
Return Version
2016v3.0
Gross Receipts
$54,482
Mission and Program Overview

Mission

The principal purpose of the Association is to promote and improve the welfare and working conditions of its members.

Program Services

DescriptionGrantsExpenses
The principal purpose of the Association is to promote and improve the welfare and working conditions of its members.--
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cori McDonaldPresidentPT$0--
Michael Jordan IIVice PresidentPT$0--
Joyce TryonTreasurerPT$0--
Kim SchrammSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Ramona Teachers Association
EIN
33-0311122
Phone
7607882985
Address
PO Box 1698, Ramona, CA 92065

Signing Officer

Name
Cori McDonald
Title
President
Signed
2017-12-21
Discuss with paid preparer
Yes

Preparer

Firm
Stack & Associates Cpas
Address
10393 San Diego Mission Road Suite, SAN DIEGO, CA 92108-2134
Preparer
Robert Stack
Phone
6192313150
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1117”

Other Expenses.1007

“Conferences, Conventions, and Meetings $818”

Other Expenses.1

“Telephone & internet $1106”

Other Expenses.2

“MISCELLANEOUS $946”

Other Expenses.3

“Scholarships $400”

Other Expenses.4

“MEETINGS $345”

Other Expenses.5

“UTILITIES $286”

Other Assets.1

“SECURITY DEPOSITS - Beginning $700 SECURITY DEPOSITS - Ending $700”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $42”

Raw XML Appendix124 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/PersonNm0Joyce Tyron
IRS990EZ/BooksInCareOfDetail/PhoneNum07607882985
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1698
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ramona
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092065
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057382
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065485
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07427
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt034304
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058082
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066185
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt054482
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt054440
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058082
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066143
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058082
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066143
IRS990EZ/OccupancyRentUtltsAndMaintAmt07719
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt016.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt27.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt37.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Cori McDonald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michael Jordan II
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Joyce Tryon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kim Schramm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0700
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0700
IRS990EZ/OtherChangesInNetAssetsAmt0634
IRS990EZ/OtherExpensesTotalAmt05018
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The principal purpose of the Association is to promote and improve the welfare and working conditions of its members.
IRS990EZ/PrintingPublicationsPostageAmt014
IRS990EZ/ProgramServiceRevenueAmt030
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The principal purpose of the Association is to promote and improve the welfare and working conditions of its members.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt042
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047055
IRS990EZ/TotalRevenueAmt054482
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://sites.google.com/site/ramonata2016/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TELEPHONE & INTERNET $1106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS $946
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Scholarships $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEETINGS $345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UTILITIES $286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SECURITY DEPOSITS - Beginning $700 SECURITY DEPOSITS - Ending $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $42
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cori McDonald
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ramona Teachers Association
ReturnHeader/Filer/BusinessNameControlTxt0RAMO
ReturnHeader/Filer/EIN0330311122
ReturnHeader/Filer/PhoneNum07607882985
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1698
ReturnHeader/Filer/USAddress/CityNm0Ramona
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STACK & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010393 San Diego Mission Road Suite
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921082134
ReturnHeader/PreparerPersonGrp/PhoneNum06192313150
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT STACK
ReturnHeader/ReturnTs02017-12-21T13:10:36-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,185
Liabilities
$42
Net assets
$66,143
Revenue
$54,482
Expenses
$47,055
Net income
$7,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$82.0$82.0$53.6$49.2$4.37
2024Detailed filing. Detailed filing data is available for this year.$77.6$77.6$49.3$49.9$0.55
2023Detailed filing. Detailed filing data is available for this year.$78.7$0.58$78.2$54.6$46.6$8.00
2022Detailed filing. Detailed filing data is available for this year.$70.2$70.2$50.6$60.3$9.68
2021Detailed filing. Detailed filing data is available for this year.$80.0$0.13$79.9$53.2$53.0$0.26
2020Detailed filing. Detailed filing data is available for this year.$79.6$79.6$54.4$53.0$1.47
2019Detailed filing. Detailed filing data is available for this year.$78.1$78.1$54.9$49.6$5.29
2018Detailed filing. Detailed filing data is available for this year.$72.8$72.8$54.9$48.2$6.73
2017Detailed filing. Detailed filing data is available for this year.$66.2$0.04$66.1$54.5$47.1$7.43
2016Detailed filing. Detailed filing data is available for this year.$58.1$58.1$53.8$49.5$4.29