Civic Intelligence

Batavia Education Association

990 • Fiscal year 2019 • EIN 36-3261747

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 06, 2020

335 W Wilson StBatavia, IL 60510

(630) 937-8800

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

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

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Net Margin

62nd percentile

9.0%

Higher net margin than 62% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$10,000

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

$164,328

No earlier filing loaded for comparison.

Net Assets

$164,328

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$373,997

No earlier filing loaded for comparison.

Expenses

$340,303

No earlier filing loaded for comparison.

Net Income

$33,694

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2019: $164,328Liabilities 2019: $0Net Assets 2019: $164,3282019Assets 2020: $123,037Liabilities 2020: $0Net Assets 2020: $123,0372020Assets 2021: $123,037Liabilities 2021: $0Net Assets 2021: $123,0372021Assets 2022: $82,976Net Assets 2022: $82,9762022Assets 2023: $78,009Net Assets 2023: $78,0092023Assets 2024: $84,309Net Assets 2024: $84,3092024Assets 2025: $102,226Net Assets 2025: $102,2262025

Highlighted filing

2019

Assets$164,328
Liabilities$0
Net Assets$164,328

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2019: $373,997Expenses 2019: $340,303Net Income 2019: $33,6942019Revenue 2020: $380,118Expenses 2020: $401,489Net Income 2020: -$21,3712020Revenue 2021: $330,526Expenses 2021: $330,526Net Income 2021: $02021Revenue 2022: $39,549Expenses 2022: $79,610Net Income 2022: -$40,0612022Revenue 2023: $92,481Expenses 2023: $97,448Net Income 2023: -$4,9672023Revenue 2024: $87,275Expenses 2024: $80,975Net Income 2024: $6,3002024Revenue 2025: $95,231Expenses 2025: $77,314Net Income 2025: $17,9172025

Highlighted filing

2019

Revenue$373,997
Expenses$340,303
Net Income$33,694
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 6, 2020
Return Version
2018v3.1
Gross Receipts
$373,997
Mission and Program Overview

Mission

To advocate for the educators of Batavia Public Schools through collaboration and to advance the profession of educating students so that they can meet the challenges of tomorrow.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$130,634$164,328▲ $33,694
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$-2,448$164,328▲ $166,776
Other Assets Total$-133,082$0▲ $133,082
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$-2,448$164,328▲ $166,776
Total Net Assets Fund Balance$-2,448$164,328▲ $166,776
Total Liabilities and Net Assets / Fund Balance$-2,448$164,328▲ $166,776
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Amy BiancheriPast PresidentPT$10,000$10,000
Elizabeth McalpinVice PresidentPT$5,000$5,000
Todd SwansonCurrent Pres.PT$3,000$3,000
Michael BryantTreasurerPT$3,000$3,000

Board Members and Trustees

NameTitle
Melissa FosterCurrent Sec
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$368,864
Investment Income
$43
Other Revenue
$5,090
Change in Net Assets
$33,694
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$269,435
Salaries, Compensation, and Employee Benefits$60,167
Grants and Similar Amounts Paid$10,701
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$37,209$1,958-$39,167
Current Officers, Directors, Trustees, and Key Employees$16,800$4,200-$21,000
Grants to Domestic Individuals$10,701--$10,701
Conferences and Meetings$7,162--$7,162
Other Expenses$1,183$2,817-$1,183
Fees for Services Accounting-$715-$715
Office Expenses$463$216-$679
Total Functional Expenses$330,397$9,906$0$340,303
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,090
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Batavia teachers constitute members of the association

Form 990, Part VI, Line 11B: Form 990 Review Process

Circulated to officers for comments before filing

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Discussions at association meetings

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Compensation approved by vote

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Compensation approved by vote

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Batavia Education Association
EIN
36-3261747
Phone
6309378800
Address
335 W WILSON ST, BATAVIA, IL 60510

Signing Officer

Name
Todd Swanson
Title
Current Pres.
Signed
2020-01-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd Swanson
Legal Domicile
Il
Voting Board Members
4
Independent Board Members
4
Employees
36

Preparer

Firm
Wieland & Company Inc Cpas
Address
201 HOUSTON STREET SUITE 301, BATAVIA, IL 60510
Preparer
Paul H Wieland CPA
Phone
6304064490
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISCUSSIONS AT ASSOCIATION MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION APPROVED BY VOTE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION APPROVED BY VOTE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
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IRS990/TotalProgramServiceRevenueAmt0368864
IRS990/TotalReportableCompFromOrgAmt021000
IRS990/TotalRevenueGrp/ExclusionAmt05090
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0368907
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0373997
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0-2448
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0164328
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-2448
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0164328
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0335 W WILSON ST
IRS990/USAddress/CityNm0BATAVIA
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060510
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD SWANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT PRES.
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BATAVIA EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0BATA
ReturnHeader/Filer/EIN0363261747
ReturnHeader/Filer/PhoneNum06309378800
ReturnHeader/Filer/USAddress/AddressLine1Txt0335 W WILSON ST
ReturnHeader/Filer/USAddress/CityNm0BATAVIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060510
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364025026
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIELAND & COMPANY INC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 HOUSTON STREET SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BATAVIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060510
ReturnHeader/PreparerPersonGrp/PhoneNum06304064490
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL H WIELAND CPA
ReturnHeader/ReturnTs02020-01-06T13:19:17-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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