Civic Intelligence

Anaheim Educators Uniserv

990 • Fiscal year 2017 • EIN 45-2687638

Sep 01, 2016 to Aug 31, 2017 • Filed on Apr 10, 2018

Organization ProfileN/A
50 S Anaheim Blvd No 300Anaheim, CA 92805

(714) 339-1882

Siviq Scores

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

Liabilities / Assets

75th percentile

0.02x

Higher debt load relative to assets than 75% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.03x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

60th percentile

8.2%

Higher net margin than 60% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

64th percentile

8.9%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

5.5%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$409,299

Up $33,346 (+8.9%) from 2016

Net Assets

Up

$400,609

Up $25,522 (+6.8%) from 2016

Liabilities

Up

$8,690

Up $7,824 (+903%) from 2016

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin60th percentile

Revenue

Up

$310,824

Up $16,194 (+5.5%) from 2016

Expenses

Up

$285,302

Up $11,298 (+4.1%) from 2016

Net Income

Up

$25,522

Up $4,896 (+24%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2017

Assets$409,299
Liabilities$8,690
Net Assets$400,609
Open 2017 Filing

Operations Trend

Revenue Growth65th 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

2017

Revenue$310,824
Expenses$285,302
Net Income$25,522
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Apr 10, 2018
Return Version
2016v3.0
Gross Receipts
$310,824
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$211,275$243,266▲ $31,991
Savings and Temporary Cash Investments$83,549$84,389▲ $840
Accounts Receivable$50,658$52,973▲ $2,315
Prepaid Expenses and Deferred Charges$14,780$17,450▲ $2,670
Land, Buildings, and Equipment, Net$8,791$4,321▼ $4,470
Total Assets$375,953$409,299▲ $33,346
Other Assets Total$6,900$6,900→ $0
Liabilities
Accounts Payable and Accrued Expenses$866$8,690▲ $7,824
Total Liabilities$866$8,690▲ $7,824
Net Assets / Fund Balance
Unrestricted Net Assets$375,087$400,609▲ $25,522
Total Net Assets Fund Balance$375,087$400,609▲ $25,522
Total Liabilities and Net Assets / Fund Balance$375,953$409,299▲ $33,346

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,321$42,581$46,902
Equipment$0$9,208$9,208
Compensation and Service Providers
Top Officer Pay47th 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
$110
Program Service Revenue
$305,521
Investment Income
$1,133
Other Revenue
$4,060
All Other Contributions
$110
Change in Net Assets
$25,522

Audited Revenue Reconciliation

Revenue per Audited Statements
$310,824
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$25,553
Total Revenue per Audited Statements
$336,377
Total Revenue per Form 990
$310,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$150,909
Other Expenses$134,393
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$103,032
Other Salaries and Wages---$75,711
Pension Plan Contributions---$39,271
Other Employee Benefits---$24,535
Payroll Taxes---$11,392
Office Expenses---$5,530
Depreciation Depletion---$4,470
Fees for Services Accounting---$3,750
Insurance---$1,429
Other Expenses---$100
Total Functional Expenses$0$0$0$285,302

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$304,929
Expenses per Audited Statements$285,302
Total Expenses per Form 990$285,302
Expenses Not Reported on Form 990$19,627
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 11B

“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 No 300, Anaheim, CA 92805

Signing Officer

Name
Kristen Fisher
Title
Co-Chair
Phone
7143391882
Signed
2018-04-10
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
Roxanne M Garcia
Phone
9093072323
Supplemental Narrative

Additional Explanations

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.”

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 25,553.”

Part XII, Line 2D - Other Adjustments:

“PAC activities 19,627.”

Raw XML Appendix367 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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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 25,553.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2PAC activities 19,627.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04321
IRS990ScheduleD/TotalExpensesPerForm990Amt0285302
IRS990ScheduleD/TotalRevenuePerForm990Amt0310824
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0336377
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0304929
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/ExplanationTxt5There have been no changes from prior years in the oversight of the audit & the selection process for the independent accountant.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 10b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
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 XII; Line 2c
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0375953
IRS990/TotalAssetsEOYAmt0409299
IRS990/TotalAssetsGrp/BOYAmt0375953
IRS990/TotalAssetsGrp/EOYAmt0409299
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0110
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0285302
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0866
IRS990/TotalLiabilitiesEOYAmt08690
IRS990/TotalLiabilitiesGrp/BOYAmt0866
IRS990/TotalLiabilitiesGrp/EOYAmt08690
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0375087
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0400609
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0248213
IRS990/TotalProgramServiceRevenueAmt0305521
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01133
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0309581
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0310824
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0375953
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0409299
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0375087
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0400609
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt050 S Anaheim Blvd No 300
IRS990/USAddress/CityNm0Anaheim
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092805
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristen Fisher
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Chair
ReturnHeader/BusinessOfficerGrp/PhoneNum07143391882
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Anaheim Educators Uniserv
ReturnHeader/Filer/BusinessNameControlTxt0ANAH
ReturnHeader/Filer/EIN0452687638
ReturnHeader/Filer/PhoneNum07143391882
ReturnHeader/Filer/USAddress/AddressLine1Txt050 S Anaheim Blvd No 300
ReturnHeader/Filer/USAddress/CityNm0Anaheim
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092805
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId025DFF461CDA25D2DACA7392589EF5ED1DF276802
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.135.70.2
ReturnHeader/FilingSecurityInformation/IPDt02018-04-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:56:15
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/PreparationDt02018-03-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roxanne M Garcia
ReturnHeader/ReturnTs02018-04-11T12:57:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$409,299
Liabilities
$8,690
Net assets
$400,609
Revenue
$310,824
Expenses
$285,302
Net income
$25,522
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