Civic Intelligence

Anaheim Educators Uniserv

990 • Fiscal year 2015 • EIN 45-2687638

Sep 01, 2014 to Aug 31, 2015 • Filed on May 12, 2016

Organization ProfileN/A
50 S Anaheim BlvdAnaheim, CA 92805

(714) 399-1880

Siviq Scores

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

Liabilities / Assets

79th percentile

0.04x

Higher debt load relative to assets than 79% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.04x

Higher debt load relative to revenue than 81% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Net Margin

62nd percentile

7.8%

Higher net margin than 62% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

87th percentile

$31,753

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

63rd percentile

7.8%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

39th percentile

-1.2%

Faster revenue growth than 39% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$310,744

Up $22,609 (+7.8%) from 2014

Net Assets

Up

$298,780

Up $22,608 (+8.2%) from 2014

Liabilities

Up

$11,964

Up $1 (+0.0%) from 2014

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin62nd percentile

Revenue

Down

$288,312

Down $3,645 (-1.2%) from 2014

Expenses

Up

$265,704

Up $11,211 (+4.4%) from 2014

Net Income

Down

$22,608

Down $14,856 (-40%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$800K$600K$400K$200K$0Assets 2012: $228,068Liabilities 2012: $11,138Net Assets 2012: $216,9302012Assets 2013: $271,714Liabilities 2013: $13,612Net Assets 2013: $258,1022013Assets 2014: $288,135Liabilities 2014: $11,963Net Assets 2014: $276,1722014Assets 2015: $310,744Liabilities 2015: $11,964Net Assets 2015: $298,7802015Assets 2016: $375,953Liabilities 2016: $866Net Assets 2016: $375,0872016Assets 2017: $409,299Liabilities 2017: $8,690Net Assets 2017: $400,6092017Assets 2018: $438,048Liabilities 2018: $11,810Net Assets 2018: $426,2382018Assets 2019: $463,762Liabilities 2019: $12,442Net Assets 2019: $451,3202019Assets 2020: $467,106Liabilities 2020: $18,440Net Assets 2020: $448,6662020Assets 2021: $525,725Liabilities 2021: $26,772Net Assets 2021: $498,9532021Assets 2022: $447,852Liabilities 2022: $9,624Net Assets 2022: $438,2282022Assets 2023: $786,855Liabilities 2023: $346,607Net Assets 2023: $440,2482023Assets 2024: $646,211Liabilities 2024: $249,258Net Assets 2024: $396,9532024Assets 2025: $534,657Liabilities 2025: $138,860Net Assets 2025: $395,7972025

Highlighted filing

2015

Assets$310,744
Liabilities$11,964
Net Assets$298,780
Open 2015 Filing

Operations Trend

Revenue Growth39th percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $340,760Expenses 2012: $250,661Net Income 2012: $90,0992012Expenses 2013: $292,9462013Revenue 2014: $291,957Expenses 2014: $254,493Net Income 2014: $37,4642014Revenue 2015: $288,312Expenses 2015: $265,704Net Income 2015: $22,6082015Revenue 2016: $294,630Expenses 2016: $274,004Net Income 2016: $20,6262016Revenue 2017: $310,824Expenses 2017: $285,302Net Income 2017: $25,5222017Revenue 2018: $308,747Expenses 2018: $283,118Net Income 2018: $25,6292018Revenue 2019: $304,234Expenses 2019: $279,152Net Income 2019: $25,0822019Revenue 2020: $295,525Expenses 2020: $298,179Net Income 2020: -$2,6542020Revenue 2021: $350,837Expenses 2021: $300,550Net Income 2021: $50,2872021Revenue 2022: $370,912Expenses 2022: $431,637Net Income 2022: -$60,7252022Revenue 2023: $357,650Expenses 2023: $355,631Net Income 2023: $2,0192023Revenue 2024: $319,988Expenses 2024: $363,283Net Income 2024: -$43,2952024Revenue 2025: $352,026Expenses 2025: $353,182Net Income 2025: -$1,1562025

Highlighted filing

2015

Revenue$288,312
Expenses$265,704
Net Income$22,608
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
May 12, 2016
Return Version
2014v6.0
Gross Receipts
$288,312
Mission and Program Overview

Mission

To provide office and administrative services for two participating local teachers associations

To provide office and administrative services for the two participating local teacher's union chapters.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$200,578$201,719▲ $1,141
Savings and Temporary Cash Investments-$67,550-
Accounts Receivable$35,623$0▼ $35,623
Land, Buildings, and Equipment, Net$30,254$19,795▼ $10,459
Prepaid Expenses and Deferred Charges$14,780$14,780→ $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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$288,135$310,744▲ $22,609
Other Assets Total$6,900$6,900→ $0
Liabilities
Accounts Payable and Accrued Expenses$11,963$11,964▲ $1
Total Liabilities$11,963$11,964▲ $1
Net Assets / Fund Balance
Unrestricted Net Assets$276,172$298,780▲ $22,608
Total Net Assets Fund Balance$276,172$298,780▲ $22,608
Total Liabilities and Net Assets / Fund Balance$288,135$310,744▲ $22,609

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$19,795$26,130$45,925
Equipment-$10,185$10,185
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kristen FisherCo-ChairPT$31,753$31,753
Dean ElderCo-ChairPT$31,752$31,752

Board Members and Trustees

NameTitle
Lynn VincentVice Chair
Lisa HolleyBoard Member
Scott LillywhiteBoard Member
Umphenour KeynaBoard Member
James GoranSecretary
Dennis HaesslyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,604
Program Service Revenue
$281,212
Investment Income
$801
Other Revenue
$2,695
All Other Contributions
$3,604
Change in Net Assets
$22,608

Audited Revenue Reconciliation

Revenue per Audited Statements
$288,312
Total Revenue per Audited Statements
$288,312
Total Revenue per Form 990
$288,312
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$167,199
Salaries, Compensation, and Employee Benefits$98,505
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$92,082
Current Officers, Directors, Trustees, and Key Employees---$63,505
Insurance---$25,688
Pension Plan Contributions---$25,000
Office Expenses---$21,794
Depreciation Depletion---$10,460
Payroll Taxes---$10,000
Fees for Services Accounting---$6,575
Other Expenses---$627
Total Functional Expenses$0$0$0$265,704

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$265,704
Total Expenses per Audited Statements$265,704
Total Expenses per Form 990$265,704
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
Lobbying activity
No
In-house lobbying only
No
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
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy of the tax return is made available to the board who have the opportunity to review, question and approve the return prior to submission to the IRS.”

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

“Reviewed annually during executive board meetings.”

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

“Reviewed annually during executive board meeting.”

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

“Reviewed annually during executive board meeting.”

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

“Upon written request the Uniserv will make available the governing documents, financial statements and policies.”

Filing and Contact Details

Filer

Filer Name
Anaheim Educators Uniserv
EIN
45-2687638
Phone
7143991880
Address
50 S Anaheim Blvd, Anaheim, CA 92805

Signing Officer

Name
Kristen Fisher
Title
Co-Chair
Signed
2016-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dean Elder
Formed
2011
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
6
Employees
2

Preparer

Firm
Smith Marion & Company LLP
Address
1175 Idaho St Ste 202, Redlands, CA 92374
Preparer
David B Marion
Phone
9093072323
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“In accordance with accounting standards, which provides accounting and disclosure guidance about uncertain tax positions taken by an Association, Management believes that all of the positions taken by the Uniserv in its federal and state income tax returns are more likely than not to be sustained upon examination. The Uniserv files returns in the US Federal Jurisdiction and the State of California. The Uniserv's federal income tax returns for the prior three years remain subject to examination by the Internal Revenue Service. The Uniserv's California income tax returns for the prior four years remains subject to examination by the Franchise Tax Board.”

Raw XML Appendix389 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.

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IRS990/PYInvestmentIncomeAmt0518
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0133202
IRS990/PYOtherRevenueAmt0108409
IRS990/PYProgramServiceRevenueAmt0183030
IRS990/PYRevenuesLessExpensesAmt037464
IRS990/PYSalariesCompEmpBnftPaidAmt0121291
IRS990/PYTotalExpensesAmt0254493
IRS990/PYTotalRevenueAmt0291957
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt022608
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt067550
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0A portion of the membership dues is allocated as political contributions these monies are then transferred to a separate political action committee organization. The Anaheim Educators Uniserv did not directly engage in political activities.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1 - Direct and Indirect Political Campaign Activities
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010185
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010185
IRS990ScheduleD/ExpensesSubtotalAmt0265704
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt019795
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt026130
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt045925
IRS990ScheduleD/RevenueSubtotalAmt0288312
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0In accordance with accounting standards, which provides accounting and disclosure guidance about uncertain tax positions taken by an Association, Management believes that all of the positions taken by the Uniserv in its federal and state income tax returns are more likely than not to be sustained upon examination. The Uniserv files returns in the US Federal Jurisdiction and the State of California. The Uniserv's federal income tax returns for the prior three years remain subject to examination by the Internal Revenue Service. The Uniserv's California income tax returns for the prior four years remains subject to examination by the Franchise Tax Board.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt019795
IRS990ScheduleD/TotalExpensesPerForm990Amt0265704
IRS990ScheduleD/TotalRevenuePerForm990Amt0288312
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0288312
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0265704
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the tax return is made available to the board who have the opportunity to review, question and approve the return prior to submission to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Reviewed annually during executive board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Reviewed annually during executive board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Reviewed annually during executive board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Upon written request the Uniserv will make available the governing documents, financial statements and policies.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0288135
IRS990/TotalAssetsEOYAmt0310744
IRS990/TotalAssetsGrp/BOYAmt0288135
IRS990/TotalAssetsGrp/EOYAmt0310744
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03604
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0265704
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011963
IRS990/TotalLiabilitiesEOYAmt011964
IRS990/TotalLiabilitiesGrp/BOYAmt011963
IRS990/TotalLiabilitiesGrp/EOYAmt011964
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0276172
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0298780
IRS990/TotalProgramServiceRevenueAmt0281212
IRS990/TotalReportableCompFromOrgAmt063505
IRS990/TotalRevenueGrp/ExclusionAmt0801
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0283907
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0288312
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0288135
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0310744
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0276172
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0298780
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt050 S Anaheim Blvd 300
IRS990/USAddress/CityNm0Anaheim
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092805
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristen Fisher
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Chair
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Anaheim Educators Uniserv
ReturnHeader/Filer/BusinessNameControlTxt0ANAH
ReturnHeader/Filer/EIN0452687638
ReturnHeader/Filer/PhoneNum07143991880
ReturnHeader/Filer/USAddress/AddressLine1Txt050 S Anaheim Blvd
ReturnHeader/Filer/USAddress/CityNm0Anaheim
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092805
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Smith Marion & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01175 Idaho St Ste 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Redlands
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092374
ReturnHeader/PreparerPersonGrp/PhoneNum09093072323
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David B Marion
ReturnHeader/ReturnTs02016-05-12T17:00:54-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$310,744
Liabilities
$11,964
Net assets
$298,780
Revenue
$288,312
Expenses
$265,704
Net income
$22,608
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.35$1.39$3.96$3.52$3.53$0.01
2024Detailed filing. Detailed filing data is available for this year.$6.46$2.49$3.97$3.20$3.63$0.43
2023Detailed filing. Detailed filing data is available for this year.$7.87$3.47$4.40$3.58$3.56$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.48$0.10$4.38$3.71$4.32$0.61
2021Detailed filing. Detailed filing data is available for this year.$5.26$0.27$4.99$3.51$3.01$0.50
2020Detailed filing. Detailed filing data is available for this year.$4.67$0.18$4.49$2.96$2.98$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.64$0.12$4.51$3.04$2.79$0.25
2018Detailed filing. Detailed filing data is available for this year.$4.38$0.12$4.26$3.09$2.83$0.26
2017Detailed filing. Detailed filing data is available for this year.$4.09$0.09$4.01$3.11$2.85$0.26
2016Detailed filing. Detailed filing data is available for this year.$3.76$0.01$3.75$2.95$2.74$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.11$0.12$2.99$2.88$2.66$0.23
2014Detailed filing. Detailed filing data is available for this year.$2.88$0.12$2.76$2.92$2.54$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.14$2.58$2.93
2012Summary only. Only limited summary data is available for this year.$2.28$0.11$2.17$3.41$2.51$0.90