Civic Intelligence

Anaheim Educators Uniserv

990 • Fiscal year 2016 • EIN 45-2687638

Sep 01, 2015 to Aug 31, 2016 • Filed on May 02, 2017

Organization ProfileN/A
50 S Anaheim BlvdAnaheim, CA 92805

(714) 339-1882

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

60th percentile

7.0%

Higher net margin than 60% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

83rd percentile

21%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

55th percentile

2.2%

Faster revenue growth than 55% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$375,953

Up $65,209 (+21%) from 2015

Net Assets

Up

$375,087

Up $76,307 (+26%) from 2015

Liabilities

Down

$866

Down $11,098 (-93%) from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin60th percentile

Revenue

Up

$294,630

Up $6,318 (+2.2%) from 2015

Expenses

Up

$274,004

Up $8,300 (+3.1%) from 2015

Net Income

Down

$20,626

Down $1,982 (-8.8%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2016

Assets$375,953
Liabilities$866
Net Assets$375,087
Open 2016 Filing

Operations Trend

Revenue Growth55th 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

2016

Revenue$294,630
Expenses$274,004
Net Income$20,626
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
May 2, 2017
Return Version
2015v3.0
Gross Receipts
$294,630
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$201,719$211,275▲ $9,556
Savings and Temporary Cash Investments$67,550$83,549▲ $15,999
Accounts Receivable-$50,658-
Prepaid Expenses and Deferred Charges$14,780$14,780→ $0
Land, Buildings, and Equipment, Net$19,795$8,791▼ $11,004
Total Assets$310,744$375,953▲ $65,209
Other Assets Total$6,900$6,900→ $0
Liabilities
Accounts Payable and Accrued Expenses$11,964$866▼ $11,098
Total Liabilities$11,964$866▼ $11,098
Net Assets / Fund Balance
Unrestricted Net Assets$298,780$375,087▲ $76,307
Total Net Assets Fund Balance$298,780$375,087▲ $76,307
Total Liabilities and Net Assets / Fund Balance$310,744$375,953▲ $65,209

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,791$38,111$46,902
Equipment$0$9,208$9,208
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Dean ElderCo-Chair
Kristen FisherCo-Chair
Debbie ResnickBoard Member
Faith DaverinBoard Member
Geoff MorgansternBoard Member
Judy YeatonBoard Member
James GoranSecretary
Dennis HaesslyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$286,666
Investment Income
$1,041
Other Revenue
$6,923
Change in Net Assets
$20,626

Audited Revenue Reconciliation

Revenue per Audited Statements
$294,630
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$18,059
Total Revenue per Audited Statements
$312,689
Total Revenue per Form 990
$294,630
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$138,300
Other Expenses$135,704
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$99,174
Other Salaries and Wages---$65,786
Pension Plan Contributions---$36,438
Other Employee Benefits---$24,560
Payroll Taxes---$11,516
Depreciation Depletion---$11,004
Office Expenses---$5,160
Fees for Services Accounting---$4,485
Insurance---$1,316
Other Expenses---$100
Total Functional Expenses$0$0$0$274,004

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$283,033
Expenses per Audited Statements$274,004
Total Expenses per Form 990$274,004
Expenses Not Reported on Form 990$9,029
Expenses Not Reported on Financial Statements$0
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
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Section B, line 10B

“The Uniserv is affiliated with the California Teachers Association (CTA) and the National Education Association (NEA).”

Form 990, Part VI, Section B, line 11

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

Form 990, Part VI, Section B, line 12C

“Reviewed annually during executive board meetings.”

Form 990, Part VI, Section B, line 15

“Reviewed annually during executive board meetings.”

Form 990, Part VI, Section C, line 19

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

Filing and Contact Details

Filer

Filer Name
Anaheim Educators Uniserv
EIN
45-2687638
Phone
7143391882
Address
50 S Anaheim Blvd, Anaheim, CA 92805

Signing Officer

Name
Lisa Eck President
Title
Co-Chair
Phone
7143391882
Signed
2017-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dean Elder
Formed
2011
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
2
Volunteers
0

Preparer

Firm
Smith Marion & Co LPP
Address
1940 Orange Tree Lane Suite 100, Redlands, CA 92374
Preparer
David B Marion
Phone
9093072323
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Reconcile beginning net assets 55,681.”

Form 990; Part XII; Line 2C

“There have been no changes from prior years in the oversight of the audit & the selection process for the independent accountant.”

Form 990; Part XI; Line 9

“Prior year ending net assets were adjusted to reflect the proper year end balances of unrestricted and restriced cash expenses.”

Financial Statement Notes

Part X, Line 2:

“In accordance with accounting standards, which provide accounting and disclosure guidance about uncertain tax positions taken by the Uniserv's, 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 U.S. Federal jurisdiction and the State of California. The Uniserv's federal income tax returns for the prior three tax years remain subject to examination by the Internal Revenue Service. The Uniserv's California income tax returns for the prior four tax years remain subject to examination by the Franchise Tax Board.”

Part XI, Line 2D - Other Adjustments:

“PAC activities 18,059.”

Part XII, Line 2D - Other Adjustments:

“PAC activities 9,029.”

Raw XML Appendix371 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt011964
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0866
IRS990/AccountsReceivableGrp/EOYAmt050658
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To provide office and administrative services for the two participating local teacher's union chapters.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0Debbie Knapp
IRS990/BooksInCareOfDetail/PhoneNum07143391882
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt050 S Anaheim Blvd Suite 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0Anaheim
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092805
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0201719
IRS990/CashNonInterestBearingGrp/EOYAmt0211275
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01041
IRS990/CYOtherExpensesAmt0135704
IRS990/CYOtherRevenueAmt06923
IRS990/CYProgramServiceRevenueAmt0286666
IRS990/CYRevenuesLessExpensesAmt020626
IRS990/CYSalariesCompEmpBnftPaidAmt0138300
IRS990/CYTotalExpensesAmt0274004
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0294630
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt011004
IRS990/Desc0Contract negotiations and administration for the chapter members.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt0238383
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt04485
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0Dean Elder
IRS990/Form990PartVIISectionAGrp/PersonNm1Kristen Fisher
IRS990/Form990PartVIISectionAGrp/PersonNm2James Goran
IRS990/Form990PartVIISectionAGrp/PersonNm3Dennis Haessly
IRS990/Form990PartVIISectionAGrp/PersonNm4Judy Yeaton
IRS990/Form990PartVIISectionAGrp/PersonNm5Debbie Resnick
IRS990/Form990PartVIISectionAGrp/PersonNm6Geoff Morganstern
IRS990/Form990PartVIISectionAGrp/PersonNm7Faith Daverin
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Co-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Co-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossReceiptsAmt0294630
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt01316
IRS990/InvestmentIncomeGrp/ExclusionAmt01041
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01041
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt047319
IRS990/LandBldgEquipBasisNetGrp/BOYAmt019795
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08791
IRS990/LandBldgEquipCostOrOtherBssAmt056110
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide office and administrative services for the two participating local teacher's union chapters.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0298780
IRS990/NetAssetsOrFundBalancesEOYAmt0375087
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt099174
IRS990/OfficeExpensesGrp/TotalAmt05160
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06900
IRS990/OtherAssetsTotalGrp/EOYAmt06900
IRS990/OtherChangesInNetAssetsAmt055681
IRS990/OtherEmployeeBenefitsGrp/TotalAmt024560
IRS990/OtherExpensesGrp/Desc0Copier lease
IRS990/OtherExpensesGrp/Desc1Hospitality
IRS990/OtherExpensesGrp/Desc2Movie tickets
IRS990/OtherExpensesGrp/Desc3Community Outreach
IRS990/OtherExpensesGrp/TotalAmt07142
IRS990/OtherExpensesGrp/TotalAmt14334
IRS990/OtherExpensesGrp/TotalAmt22989
IRS990/OtherExpensesGrp/TotalAmt3100
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Other
IRS990/OtherRevenueMiscGrp/Desc1Movie tickets
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04103
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12820
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04103
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12820
IRS990/OtherRevenueTotalAmt06923
IRS990/OtherSalariesAndWagesGrp/TotalAmt065786
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt011516
IRS990/PensionPlanContributionsGrp/TotalAmt036438
IRS990/PoliciesReferenceChaptersInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014780
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014780
IRS990/PrincipalOfficerNm0Dean Elder
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues
IRS990/ProgramServiceRevenueGrp/Desc1Uniserv rebates
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0191911
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt194755
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0191911
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt194755
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03604
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0801
IRS990/PYOtherExpensesAmt0167199
IRS990/PYOtherRevenueAmt02695
IRS990/PYProgramServiceRevenueAmt0281212
IRS990/PYRevenuesLessExpensesAmt022608
IRS990/PYSalariesCompEmpBnftPaidAmt098505
IRS990/PYTotalExpensesAmt0265704
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0288312
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt020626
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0191911
IRS990/SavingsAndTempCashInvstGrp/BOYAmt067550
IRS990/SavingsAndTempCashInvstGrp/EOYAmt083549
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09208
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09208
IRS990ScheduleD/ExpensesNotReportedAmt09029
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0274004
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt09029
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08791
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt038111
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt046902
IRS990ScheduleD/OtherRevenueAmt018059
IRS990ScheduleD/RevenueNotReportedAmt018059
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0294630
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0In accordance with accounting standards, which provide accounting and disclosure guidance about uncertain tax positions taken by the Uniserv's, 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 U.S. Federal jurisdiction and the State of California. The Uniserv's federal income tax returns for the prior three tax years remain subject to examination by the Internal Revenue Service. The Uniserv's California income tax returns for the prior four tax years remain subject to examination by the Franchise Tax Board.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PAC activities 18,059.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2PAC activities 9,029.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08791
IRS990ScheduleD/TotalExpensesPerForm990Amt0274004
IRS990ScheduleD/TotalRevenuePerForm990Amt0294630
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0312689
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0283033
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Uniserv is affiliated with the California Teachers Association (CTA) and the National Education Association (NEA).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of the tax return is made availabel to the board who have the opportunity to review, question and approve the return prior to submission to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Reviewed annually during executive board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Reviewed annually during executive board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Upon written request the Uniserv will make available the governing documents, policies and/or the financial statements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Reconcile beginning net assets 55,681.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6There have been no changes from prior years in the oversight of the audit & the selection process for the independent accountant.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Prior year ending net assets were adjusted to reflect the proper year end balances of unrestricted and restriced cash expenses.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 10b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, line 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990; Part XII; Line 2c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990; Part XI; Line 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0310744
IRS990/TotalAssetsEOYAmt0375953
IRS990/TotalAssetsGrp/BOYAmt0310744
IRS990/TotalAssetsGrp/EOYAmt0375953
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0274004
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011964
IRS990/TotalLiabilitiesEOYAmt0866
IRS990/TotalLiabilitiesGrp/BOYAmt011964
IRS990/TotalLiabilitiesGrp/EOYAmt0866
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0298780
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0375087
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0238383
IRS990/TotalProgramServiceRevenueAmt0286666
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01041
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0293589
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0294630
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0310744
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0375953
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0298780
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0375087
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt050 S Anaheim Blvd
IRS990/USAddress/CityNm0Anaheim
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092805
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Eck President
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Chair
ReturnHeader/BusinessOfficerGrp/PhoneNum07143391882
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Anaheim Educators Uniserv
ReturnHeader/Filer/BusinessNameControlTxt0ANAH
ReturnHeader/Filer/EIN0452687638
ReturnHeader/Filer/PhoneNum07143391882
ReturnHeader/Filer/USAddress/AddressLine1Txt050 S Anaheim Blvd
ReturnHeader/Filer/USAddress/CityNm0Anaheim
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092805
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273337428
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Smith Marion & Co LPP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01940 Orange Tree Lane Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Redlands
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092374
ReturnHeader/PreparerPersonGrp/PhoneNum09093072323
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David B Marion
ReturnHeader/ReturnTs02017-05-02T15:03:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$375,953
Liabilities
$866
Net assets
$375,087
Revenue
$294,630
Expenses
$274,004
Net income
$20,626
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