Civic Intelligence

Anaheim Educators Uniserv

990 • Fiscal year 2022 • EIN 45-2687638

Sep 01, 2021 to Aug 31, 2022 • Filed on May 10, 2023

50 S Anaheim Blvd 300Anaheim, CA 92805

(714) 339-1882

Siviq Scores

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

Liabilities / Assets

76th percentile

0.02x

Higher debt load relative to assets than 76% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

77th percentile

0.03x

Higher debt load relative to revenue than 77% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

17th percentile

-15%

Faster asset growth than 17% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

63rd percentile

5.7%

Faster revenue growth than 63% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$447,852

Down $77,873 (-15%) from 2021

Net Assets

Down

$438,228

Down $60,725 (-12%) from 2021

Liabilities

Down

$9,624

Down $17,148 (-64%) from 2021

Revenue

Up

$370,912

Up $20,075 (+5.7%) from 2021

Expenses

Up

$431,637

Up $131,087 (+44%) from 2021

Net Income

Down

-$60,725

Down $111,012 (-221%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$447,852
Liabilities$9,624
Net Assets$438,228

Operations Trend

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

2022

Revenue$370,912
Expenses$431,637
Net Income-$60,725
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
May 10, 2023
Return Version
2021v4.2
Gross Receipts
$370,912
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
Savings and Temporary Cash Investments$177,675$178,836▲ $1,161
Cash and Non-Interest-Bearing Accounts$266,704$170,160▼ $96,544
Accounts Receivable$50,089$62,058▲ $11,969
Prepaid Expenses and Deferred Charges$20,036$25,577▲ $5,541
Land, Buildings, and Equipment, Net$4,321$4,321→ $0
Total Assets$525,725$447,852▼ $77,873
Other Assets Total$6,900$6,900→ $0
Liabilities
Accounts Payable and Accrued Expenses$26,772$9,624▼ $17,148
Total Liabilities$26,772$9,624▼ $17,148
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$498,953$438,228▼ $60,725
Total Net Assets Fund Balance$498,953$438,228▼ $60,725
Total Liabilities and Net Assets / Fund Balance$525,725$447,852▼ $77,873

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,612$43,290$46,902
Equipment$709$8,499$9,208
Compensation and Service Providers

Board Members and Trustees

NameTitle
Faith DaverinPresident
Debbie ResnickVice President
Alex PhetheanBoard Member
Cindy TimotiBoard Member
Colleen StockBoard Member
Reba AraBoard Member
Lisa EckExecutive Director
Tricia WattsSecretary
Jennifer GuerraTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$367,512
Investment Income
$818
Other Revenue
$2,582
Change in Net Assets
$-60,725

Audited Revenue Reconciliation

Revenue per Audited Statements
$370,912
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$18,236
Total Revenue per Audited Statements
$389,148
Total Revenue per Form 990
$370,912
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$227,435
Other Expenses$204,202
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$90,760$22,690-$113,450
Occupancy$76,409$23,326-$99,735
Other Employee Benefits$73,950$18,487-$92,437
Insurance$35,787$9,846-$45,633
Office Expenses$19,392$21,644-$41,036
Payroll Taxes$17,239$4,309-$21,548
Fees for Services Accounting-$4,900-$4,900
Other Expenses$194$48-$242
Total Functional Expenses$323,858$107,779$0$431,637

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$431,818
Expenses per Audited Statements$431,637
Total Expenses per Form 990$431,637
Expenses Not Reported on Form 990$181
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 35% controlled entity
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, 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 300, Anaheim, CA 92805

Signing Officer

Name
Grant Schuster
Title
Co-President
Phone
7143391882
Signed
2023-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Grant Schuster
Formed
2011
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Smith Marion & Co
Address
1940 Orange Tree Lane Suite 100, Redlands, CA 92374
Preparer
Carlos Carazo
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 18,236.

Part XII, Line 2D - Other Adjustments:

PAC activities 181.

Raw XML AppendixShowing 400 of 430 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/ExpensesNotReportedAmt0181
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0431637
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt0181
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03612
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt043290
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt046902
IRS990ScheduleD/OtherRevenueAmt018236
IRS990ScheduleD/RevenueNotReportedAmt018236
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0370912
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 18,236.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2PAC activities 181.
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/TotalExpensesPerForm990Amt0431637
IRS990ScheduleD/TotalRevenuePerForm990Amt0370912
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0389148
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0431818
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Anaheim Elementary Education Association
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Anaheim Secondary Teachers Association
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0952480278
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1952149101
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Represent members of the Anaheim Unified School District
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Represent members of the Anaheim Unified School District
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1Line 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt050 S Anaheim Blvd Ste300
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt150 S Anaheim Blvd Ste300
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Anaheim
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Anaheim
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092805
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd192805
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0525725
IRS990/TotalAssetsEOYAmt0447852
IRS990/TotalAssetsGrp/BOYAmt0525725
IRS990/TotalAssetsGrp/EOYAmt0447852
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0107779
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0323858
IRS990/TotalFunctionalExpensesGrp/TotalAmt0431637
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026772
IRS990/TotalLiabilitiesEOYAmt09624
IRS990/TotalLiabilitiesGrp/BOYAmt026772
IRS990/TotalLiabilitiesGrp/EOYAmt09624
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0498953
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0438228
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0315375
IRS990/TotalProgramServiceRevenueAmt0367512
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0818
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0370094
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0370912
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0525725
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0447852
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt050 S Anaheim Blvd 300
IRS990/USAddress/CityNm0Anaheim
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092805
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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