Civic Intelligence

Ann Arbor Education Association

990 • Fiscal year 2016 • EIN 38-6092535

Sep 01, 2015 to Aug 31, 2016 • Filed on Nov 22, 2016

4141 Jackson RdAnn Arbor, MI 48103-1827

(734) 996-5858

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

34th percentile

0.00x

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

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$18,758

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Asset Growth

55th percentile

4.6%

Faster asset growth than 55% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

48th percentile

1.6%

Faster revenue growth than 48% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$757,554

Up $33,324 (+4.6%) from 2015

Net Assets

Up

$757,554

Up $33,324 (+4.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$294,646

Up $4,697 (+1.6%) from 2015

Expenses

Down

$261,322

Down $24,142 (-8.5%) from 2015

Net Income

Up

$33,324

Up $28,839 (+643%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $620,704Liabilities 2011: $0Net Assets 2011: $620,7042011Assets 2012: $592,727Liabilities 2012: $0Net Assets 2012: $592,7272012Assets 2013: $596,974Liabilities 2013: $177Net Assets 2013: $596,7972013Assets 2014: $719,745Liabilities 2014: $0Net Assets 2014: $719,7452014Assets 2015: $724,230Liabilities 2015: $0Net Assets 2015: $724,2302015Assets 2016: $757,554Liabilities 2016: $0Net Assets 2016: $757,5542016Assets 2017: $629,183Liabilities 2017: $0Net Assets 2017: $629,1832017Assets 2018: $760,495Liabilities 2018: $0Net Assets 2018: $760,4952018Assets 2019: $891,224Liabilities 2019: $0Net Assets 2019: $891,2242019Assets 2020: $773,147Liabilities 2020: $0Net Assets 2020: $773,1472020Assets 2021: $706,148Liabilities 2021: $0Net Assets 2021: $706,1482021Assets 2022: $619,896Liabilities 2022: $0Net Assets 2022: $619,8962022Assets 2023: $651,397Liabilities 2023: $0Net Assets 2023: $651,3972023Assets 2024: $726,172Liabilities 2024: $0Net Assets 2024: $726,1722024

Highlighted filing

2016

Assets$757,554
Liabilities$0
Net Assets$757,554

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $329,8322011Expenses 2012: $342,6502012Revenue 2013: $314,198Expenses 2013: $310,128Net Income 2013: $4,0702013Revenue 2014: $283,396Expenses 2014: $160,448Net Income 2014: $122,9482014Revenue 2015: $289,949Expenses 2015: $285,464Net Income 2015: $4,4852015Revenue 2016: $294,646Expenses 2016: $261,322Net Income 2016: $33,3242016Revenue 2017: $270,780Expenses 2017: $405,224Net Income 2017: -$134,4442017Revenue 2018: $290,006Expenses 2018: $167,207Net Income 2018: $122,7992018Revenue 2019: $307,956Expenses 2019: $169,680Net Income 2019: $138,2762019Revenue 2020: $307,212Expenses 2020: $427,554Net Income 2020: -$120,3422020Revenue 2021: $304,789Expenses 2021: $442,337Net Income 2021: -$137,5482021Revenue 2022: $334,284Expenses 2022: $318,682Net Income 2022: $15,6022022Revenue 2023: $324,063Expenses 2023: $312,034Net Income 2023: $12,0292023Revenue 2024: $331,490Expenses 2024: $323,228Net Income 2024: $8,2622024

Highlighted filing

2016

Revenue$294,646
Expenses$261,322
Net Income$33,324
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Nov 22, 2016
Return Version
2015v2.1
Gross Receipts
$294,646
Mission and Program Overview

Mission

To bring its membership into relations of mutual assistance and cooperation, to improve the professional, the social, and economic status of teachers, and to promote the best interests of education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$723,835$757,554▲ $33,719
Land, Buildings, and Equipment, Net$395--
Total Assets$724,230$757,554▲ $33,324
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$724,230$757,554▲ $33,324
Total Net Assets Fund Balance$724,230$757,554▲ $33,324
Total Liabilities and Net Assets / Fund Balance$724,230$757,554▲ $33,324

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$26,792$26,792
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Linda CarterPresidentFT$18,758$18,758
Fred KleinV.p.PT$9,405$9,405
Ann BordersSecretary-$4,702$4,702
Shaugn HarrisTreasurer-$4,702$4,702
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$265,379
Investment Income
$1,593
Other Revenue
$27,674
Change in Net Assets
$33,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$257,631
Salaries, Compensation, and Employee Benefits$3,691
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$28,192
All Other Expenses---$23,678
Payroll Taxes---$3,691
Depreciation Depletion---$395
Total Functional Expenses$0$0$0$261,322
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The return is reviewed by the budget committee and a report is made to the rep council.

Form 990, Page 6, Part VI, Line 19

They are available on the website.

Filing and Contact Details

Filer

Filer Name
Ann Arbor Education Association
EIN
38-6092535
Phone
7349965858
Address
4141 JACKSON RD, ANN ARBOR, MI 48103-1827

Signing Officer

Name
Linda Carter
Title
President
Phone
7349965858
Signed
2016-11-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Carter
Formed
1934
Legal Domicile
Mi
Voting Board Members
68
Independent Board Members
66
Employees
4
Volunteers
140

Preparer

Firm
Jellison CPA Co
Address
PO BOX 555, HARTLAND, MI 48353-0555
Preparer
Carrie L Jellison CPA
Phone
8109911761
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To bring its membership into relations of mutual assistance and cooperation, to improve the professional, the social, and economic status of teachers, and to promote the best interests of education.

Form 990, Page 2, Part III, Line 4D

Organized and established member relations of mutual assistance and cooperation, improved the professional, social, and economic status of teachers, and to promote the best interests of education. Approx. 1,163 members benefited.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZED AND ESTABLISHED MEMBER RELATIONS OF MUTUAL ASSISTANCE AND COOPERATION, IMPROVED THE PROFESSIONAL, SOCIAL, AND ECONOMIC STATUS OF TEACHERS, AND TO PROMOTE THE BEST INTERESTS OF EDUCATION. APPROX. 1,163 MEMBERS BENEFITED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN IS REVIEWED BY THE BUDGET COMMITTEE AND A REPORT IS MADE TO THE REP COUNCIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THEY ARE AVAILABLE ON THE WEBSITE.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07349965858
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANN ARBOR EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0386092535
ReturnHeader/Filer/PhoneNum07349965858
ReturnHeader/Filer/USAddress/AddressLine1Txt04141 JACKSON RD
ReturnHeader/Filer/USAddress/CityNm0ANN ARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0481031827
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204066857
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JELLISON CPA CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 555
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0483530555
ReturnHeader/PreparerPersonGrp/PhoneNum08109911761
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARRIE L JELLISON CPA
ReturnHeader/ReturnTs02016-12-01T16:02:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.26$0.00$7.26$3.31$3.23$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.51$0.00$6.51$3.24$3.12$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.20$0.00$6.20$3.34$3.19$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.06$0.00$7.06$3.05$4.42$1.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.73$0.00$7.73$3.07$4.28$1.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.91$0.00$8.91$3.08$1.70$1.38
2018Summary only. Only limited summary data is available for this year.$7.60$0.00$7.60$2.90$1.67$1.23
2017Summary only. Only limited summary data is available for this year.$6.29$0.00$6.29$2.71$4.05$1.34
2016Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$2.95$2.61$0.33
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.24$0.00$7.24$2.90$2.85$0.04
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.20$0.00$7.20$2.83$1.60$1.23
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.97$0.00$5.97$3.14$3.10$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.93$0.00$5.93$3.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.21$0.00$6.21$3.30
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)5 • $500k-$1M nonprofits