Civic Intelligence

Elgin Teachers Association

990 • Fiscal year 2021 • EIN 36-3167606

Sep 01, 2020 to Aug 31, 2021 • Filed on May 23, 2022

2250 Point Boulevard No 400Elgin, IL 60123-7860

(847) 428-7640

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

22nd percentile

0.00x

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

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Net Margin

94th percentile

48%

Higher net margin than 94% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$53,030

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Asset Growth

80th percentile

33%

Faster asset growth than 80% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

83%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$573,849

Up $143,321 (+33%) from 2020

Net Assets

Up

$573,849

Up $143,321 (+33%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$300,249

Up $136,408 (+83%) from 2020

Expenses

Down

$156,928

Down $61,953 (-28%) from 2020

Net Income

Up

$143,321

Up $198,361 (+360%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2019: $485,568Liabilities 2019: $0Net Assets 2019: $485,5682019Assets 2020: $430,528Liabilities 2020: $0Net Assets 2020: $430,5282020Assets 2021: $573,849Liabilities 2021: $0Net Assets 2021: $573,8492021Assets 2022: $419,639Liabilities 2022: $0Net Assets 2022: $419,6392022Assets 2023: $431,707Liabilities 2023: $0Net Assets 2023: $431,7072023Assets 2024: $466,073Liabilities 2024: $0Net Assets 2024: $466,0732024Assets 2025: $486,488Liabilities 2025: $0Net Assets 2025: $486,4882025

Highlighted filing

2021

Assets$573,849
Liabilities$0
Net Assets$573,849

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $151,641Expenses 2019: $198,841Net Income 2019: -$47,2002019Revenue 2020: $163,841Expenses 2020: $218,881Net Income 2020: -$55,0402020Revenue 2021: $300,249Expenses 2021: $156,928Net Income 2021: $143,3212021Revenue 2022: $147,731Expenses 2022: $139,821Net Income 2022: $7,9102022Revenue 2023: $181,208Expenses 2023: $169,140Net Income 2023: $12,0682023Revenue 2024: $1,100,809Expenses 2024: $1,064,859Net Income 2024: $35,9502024Revenue 2025: $2,297,698Expenses 2025: $2,278,904Net Income 2025: $18,7942025

Highlighted filing

2021

Revenue$300,249
Expenses$156,928
Net Income$143,321
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
May 23, 2022
Return Version
2020v4.2
Gross Receipts
$300,249
Mission and Program Overview

Mission

To provide benefits for, and help insure fair and equitable treatement to its members.

To provide benefits for and help insure fair and equitable treatement to its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$396,461$547,615▲ $151,154
Cash and Non-Interest-Bearing Accounts$34,067$26,234▼ $7,833
Total Assets$430,528$573,849▲ $143,321
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$394,435$547,615▲ $153,180
Net Assets With Donor Restrictions$36,093$26,234▼ $9,859
Total Net Assets Fund Balance$430,528$573,849▲ $143,321
Total Liabilities and Net Assets / Fund Balance$430,528$573,849▲ $143,321
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Barbara BettisPresidentFT$53,030$53,030
Scott SternalVice PresidentPT$4,685$4,685
Carol MammoserTreasurerPT$4,685$4,685
Donna KielbasaSecretaryPT$4,685$4,685
Jose RosaVice PresidentPT$4,685$4,685
Steve HoytSection DirectorPT$750$750
Amy GranthamSection DirectorPT$500$500
Eric IlichSection DirectorPT$500$500
Jennifer StrasserSection DirectorPT$500$500
Kathy CiebulskiSection DirectorPT$500$500
Katie SternalSection DirectorPT$500$500
Will VegaSection DirectorPT$500$500
Doreen RobertsSection DirectorPT$250$250
Graciela AguirreSection DirectorPT$250$250
Lori Ann PettySection DirectorPT$250$250
Martha RenteriaMinority Section DirectorPT$250$250
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$299,551
Investment Income
$457
Other Revenue
$241
Change in Net Assets
$143,321
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$156,928
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$65,421$26,777-$92,198
Fees for Services Accounting-$14,114-$14,114
Other Expenses$1,063$4,151-$4,151
All Other Expenses$1,659$1,793-$3,452
Office Expenses-$2,768-$2,768
Conferences and Meetings$576--$576
Travel$246$49-$295
Total Functional Expenses$102,352$54,576$0$156,928
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
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$7,833
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Management duties delegated
No

Governance Explanations

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

Membership in the association is open to any person represented by the association in formal negotiations with the board of education. The members elect the board of directors.

Form 990, Part VI, Section A, Line 7B

Decisions subject to approval of members include contracts covering single or multiple years.

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

BOARD MEETING REVIEW.

Form 990, Part VI, Section C, Line 19

Governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Elgin Teachers Association
EIN
36-3167606
Phone
8474287640
Address
2250 POINT BOULEVARD NO 400, ELGIN, IL 60123-7860

Signing Officer

Name
Barbara Bettis
Title
President
Phone
8474287640
Signed
2022-05-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Bettis
Formed
1920
Legal Domicile
Il
Voting Board Members
16
Independent Board Members
11
Employees
0
Volunteers
100

Preparer

Firm
Mueller & Co Llp
Address
1707 N RANDALL ROAD, ELGIN, IL 60123
Preparer
Eleanor a Livingston CPA Mst
Phone
8478888600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Eta has been determined to be exempt from income tax under section 501(c)(5) of the internal revenue code as a not-for-profit organization, and accordingly, no provision has been made for either federal or state income taxes for eta. Eta has evaluated its tax positions taken for all open tax years. Currently, the 2017, 2018 and 2019 tax years are open and subject to examination by the internal revenue service and state taxing authorities, however, neither eta is not currently under audit nor has it been contacted by any jurisdiction. Based on the evaluation of eta's tax positions, management believes all positions taken would be upheld under an examination; therefore, no provision for the effects of uncertain tax positions has been recorded for the years ended august 31, 2021 and 2020.

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IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0299551
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0396461
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0547615
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/PoliticalExpendituresAmt07833
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES FREE SERVICES SUCH AS PRINTING, MAILING, AND TRANSPORTATION FOR POLITICAL CAMPAIGNS THAT SUPPORT THEIR MISSION.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I-A, LINE 1:
IRS990ScheduleC/VolunteerHoursCnt025
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ETA HAS BEEN DETERMINED TO BE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AS A NOT-FOR-PROFIT ORGANIZATION, AND ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR EITHER FEDERAL OR STATE INCOME TAXES FOR ETA. ETA HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. CURRENTLY, THE 2017, 2018 AND 2019 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES, HOWEVER, NEITHER ETA IS NOT CURRENTLY UNDER AUDIT NOR HAS IT BEEN CONTACTED BY ANY JURISDICTION. BASED ON THE EVALUATION OF ETA'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION; THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEARS ENDED AUGUST 31, 2021 AND 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP IN THE ASSOCIATION IS OPEN TO ANY PERSON REPRESENTED BY THE ASSOCIATION IN FORMAL NEGOTIATIONS WITH THE BOARD OF EDUCATION. THE MEMBERS ELECT THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DECISIONS SUBJECT TO APPROVAL OF MEMBERS INCLUDE CONTRACTS COVERING SINGLE OR MULTIPLE YEARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEETING REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THOSE WHO EXCEL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0274852407
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02250 POINT BOULEVARD SUITE 400
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ELGIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0601237860
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0430528
IRS990/TotalAssetsEOYAmt0573849
IRS990/TotalAssetsGrp/BOYAmt0430528
IRS990/TotalAssetsGrp/EOYAmt0573849
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054576
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0102352
IRS990/TotalFunctionalExpensesGrp/TotalAmt0156928
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0430528
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0573849
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0102352
IRS990/TotalProgramServiceRevenueAmt0299551
IRS990/TotalReportableCompFromOrgAmt076520
IRS990/TotalRevenueGrp/ExclusionAmt0698
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0299551
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0300249
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0430528
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0573849
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt049
IRS990/TravelGrp/ProgramServicesAmt0246
IRS990/TravelGrp/TotalAmt0295
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02250 POINT BOULEVARD NO 400
IRS990/USAddress/CityNm0ELGIN
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd0601237860
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.THEETA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA BETTIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08474287640

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