Civic Intelligence

Orange County Educators Uniserv

990EZ • Fiscal year 2015 • EIN 46-0537745

Sep 01, 2014 to Aug 31, 2015 • Filed on Dec 15, 2015

Organization ProfileN/A
1224 E Katella Ave Ste 203Orange, CA 92867

(714) 288-1288

Siviq Scores

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

Liabilities / Assets

98th percentile

0.75x

Higher debt load relative to assets than 98% of similar nonprofits.

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

Liabilities / Revenue

96th percentile

0.42x

Higher debt load relative to revenue than 96% of similar nonprofits.

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

Net Margin

73rd percentile

13%

Higher net margin than 73% of similar nonprofits.

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

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

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

Asset Growth

8th percentile

-26%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

34th percentile

-2.6%

Faster revenue growth than 34% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$24,693

Down $8,756 (-26%) from 2014

Net Assets

$6,208

No earlier filing loaded for comparison.

Liabilities

Down

$18,485

Down $14,515 (-44%) from 2014

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin73rd percentile

Revenue

Down

$43,585

Down $1,180 (-2.6%) from 2014

Expenses

Down

$37,826

Down $6,490 (-15%) from 2014

Net Income

Up

$5,759

Up $5,310 (+1183%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$150K$100K$50K$0Assets 2013: $109,532Liabilities 2013: $109,5322013Assets 2014: $33,449Liabilities 2014: $33,0002014Assets 2015: $24,693Liabilities 2015: $18,485Net Assets 2015: $6,2082015Assets 2016: $46,018Liabilities 2016: $37,304Net Assets 2016: $8,7142016Assets 2017: $39,703Liabilities 2017: $25,785Net Assets 2017: $13,9182017Assets 2018: $39,033Liabilities 2018: $0Net Assets 2018: $39,0332018Assets 2019: $24,988Liabilities 2019: $0Net Assets 2019: $24,9882019Assets 2020: $19,200Liabilities 2020: $0Net Assets 2020: $19,2002020Assets 2021: $35,803Liabilities 2021: $0Net Assets 2021: $35,8032021Assets 2022: $33,946Liabilities 2022: $0Net Assets 2022: $33,9462022Assets 2023: $68,116Liabilities 2023: $0Net Assets 2023: $68,1162023Assets 2024: $12,334Net Assets 2024: $12,3342024

Highlighted filing

2015

Assets$24,693
Liabilities$18,485
Net Assets$6,208
Open 2015 Filing

Operations Trend

Revenue Growth34th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2013: $109,532Expenses 2013: $109,532Net Income 2013: $02013Revenue 2014: $44,765Expenses 2014: $44,316Net Income 2014: $4492014Revenue 2015: $43,585Expenses 2015: $37,826Net Income 2015: $5,7592015Revenue 2016: $52,634Expenses 2016: $50,128Net Income 2016: $2,5062016Revenue 2017: $52,995Expenses 2017: $47,791Net Income 2017: $5,2042017Revenue 2018: $51,900Expenses 2018: $26,785Net Income 2018: $25,1152018Revenue 2019: $24,275Expenses 2019: $38,320Net Income 2019: -$14,0452019Revenue 2020: $18,532Expenses 2020: $24,320Net Income 2020: -$5,7882020Revenue 2021: $38,973Expenses 2021: $22,370Net Income 2021: $16,6032021Revenue 2022: $36,518Expenses 2022: $38,375Net Income 2022: -$1,8572022Revenue 2023: $34,170Expenses 2023: $0Net Income 2023: $34,1702023Revenue 2024: $8,812Expenses 2024: $64,594Net Income 2024: -$55,7822024

Highlighted filing

2015

Revenue$43,585
Expenses$37,826
Net Income$5,759
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Dec 15, 2015
Return Version
2014v6.0
Gross Receipts
$43,585
Mission and Program Overview

Mission

Provide staff/related services for member assoc

Program Services

DescriptionGrantsExpenses
TO PROVIDE SUPPORT FOR MEMBER ASSOCIATIONS--
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOREN MYHILLChair-$0--
JEN PETTEYVice Chair-$0--
KAREN WILSONSecretary-$0--
JULIE AMESTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Orange County Educators Uniserv
EIN
46-0537745
Phone
7142881288
Address
1224 E KATELLA AVE STE 203, ORANGE, CA 92867

Signing Officer

Name
Jennifer Pettey
Title
President
Phone
7142881288
Signed
2015-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Troy Yoshida CPA Inc
Address
12062 VALLEY VIEW ST STE 220, GARDEN GROVE, CA 92845
Preparer
Troy Yoshida CPA
Phone
7148928003
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Oc schools educators expense 11246. Orange unified educ association expense 26240. Taxes & licenses 40.”

Form 990EZ, Part II, Line 24

“Cta receivable 23060. 18485.”

Form 990EZ, Part II, Line 26

“Association payable 33000. 18485.”

Raw XML Appendix110 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0OFFICE COORDINATOR
IRS990EZ/BooksInCareOfDetail/PhoneNum07142881288
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01224 E KATELLA AVE STE 203
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ORANGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092867
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010389
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06208
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05759
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033449
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024693
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt043585
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0449
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06208
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0449
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06208
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LOREN MYHILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEN PETTEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE AMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt023060
IRS990EZ/OtherAssetsTotalDetail/EOYAmt018485
IRS990EZ/OtherExpensesTotalAmt037526
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE STAFF/RELATED SERVICES FOR MEMBER ASSOC
IRS990EZ/ProgramServiceRevenueAmt043585
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUPPORT FOR MEMBER ASSOCIATIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt033000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt018485
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037826
IRS990EZ/TotalRevenueAmt043585
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OC SCHOOLS EDUCATORS EXPENSE 11246. ORANGE UNIFIED EDUC ASSOCIATION EXPENSE 26240. TAXES & LICENSES 40.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CTA RECEIVABLE 23060. 18485.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ASSOCIATION PAYABLE 33000. 18485.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER PETTEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07142881288
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORANGE COUNTY EDUCATORS UNISERV
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0460537745
ReturnHeader/Filer/PhoneNum07142881288
ReturnHeader/Filer/USAddress/AddressLine1Txt01224 E KATELLA AVE STE 203
ReturnHeader/Filer/USAddress/CityNm0ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092867
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TROY YOSHIDA CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012062 VALLEY VIEW ST STE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDEN GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092845
ReturnHeader/PreparerPersonGrp/PhoneNum07148928003
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY YOSHIDA CPA
ReturnHeader/ReturnTs02016-02-11T13:47:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$24,693
Liabilities
$18,485
Net assets
$6,208
Revenue
$43,585
Expenses
$37,826
Net income
$5,759
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.09$0.65$0.56
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.34$0.00$0.34
2022Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.37$0.38$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.39$0.22$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.19$0.24$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.24$0.38$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.52$0.27$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.26$0.14$0.53$0.48$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.37$0.09$0.53$0.50$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.18$0.06$0.44$0.38$0.06
2014Summary only. Only limited summary data is available for this year.$0.33$0.33$0.45$0.44$0.00
2013Summary only. Only limited summary data is available for this year.$1.10$1.10$1.10$1.10$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)5 • <$500k nonprofits