Civic Intelligence

Orange County Educators Uniserv

990EZ • Fiscal year 2017 • EIN 46-0537745

Sep 01, 2016 to Aug 31, 2017 • Filed on Jan 11, 2018

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

0.65x

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

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

Liabilities / Revenue

97th percentile

0.49x

Higher debt load relative to revenue than 97% of similar nonprofits.

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

Net Margin

64th percentile

9.8%

Higher net margin than 64% 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

14th percentile

-14%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

48th percentile

0.7%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$39,703

Down $6,315 (-14%) from 2016

Net Assets

Up

$13,918

Up $5,204 (+60%) from 2016

Liabilities

Down

$25,785

Down $11,519 (-31%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin64th percentile

Revenue

Up

$52,995

Up $361 (+0.7%) from 2016

Expenses

Down

$47,791

Down $2,337 (-4.7%) from 2016

Net Income

Up

$5,204

Up $2,698 (+108%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2017

Assets$39,703
Liabilities$25,785
Net Assets$13,918
Open 2017 Filing

Operations Trend

Revenue Growth48th 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

2017

Revenue$52,995
Expenses$47,791
Net Income$5,204
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jan 11, 2018
Return Version
2016v3.0
Gross Receipts
$52,995
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 Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER PETTEYChair-$0--
JULIE AMESVice Chair-$0--
WHITNEY AMSBARYSecretary-$0--
MARY JANE ROBERTSTreasurer-$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
Vice Chair
Phone
7142881288
Signed
2018-01-11
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 8

“MISCELLANEOUS 10.”

Form 990EZ, Part I, Line 16

“Oc schools educators expense 14244.”

Form 990EZ, Part I, Line 16

“Orange unified educ association expense 33237.”

Form 990EZ, Part I, Line 16

“TAXES & LICENSES 10.”

Form 990EZ, Part II, Line 24

“Cta receivable 37304. 25785.”

Form 990EZ, Part II, Line 26

“Association payable 37304. 25785.”

Raw XML Appendix124 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 ADMINISTRATOR
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/BOYAmt08714
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013918
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05204
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046018
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039703
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt052995
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08714
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013918
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08714
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013918
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/PersonNm0JENNIFER PETTEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE AMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WHITNEY AMSBARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY JANE ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt037304
IRS990EZ/OtherAssetsTotalDetail/EOYAmt025785
IRS990EZ/OtherExpensesTotalAmt047491
IRS990EZ/OtherRevenueTotalAmt010
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE STAFF/RELATED SERVICES FOR MEMBER ASSOC
IRS990EZ/ProgramServiceRevenueAmt052985
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUPPORT FOR MEMBER ASSOCIATIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt037304
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt025785
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047791
IRS990EZ/TotalRevenueAmt052995
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OC SCHOOLS EDUCATORS EXPENSE 14244.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORANGE UNIFIED EDUC ASSOCIATION EXPENSE 33237.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAXES & LICENSES 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CTA RECEIVABLE 37304. 25785.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ASSOCIATION PAYABLE 37304. 25785.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER PETTEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum07142881288
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-11
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DB6C5FD213459E9664A69B36895D3DCAEFCC9537
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DB6C5FD213459E9664A69B36895D3DCAEFCC9537
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.151.28.173
ReturnHeader/FilingSecurityInformation/IPDt02018-02-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm019:23:46
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/PreparationDt02018-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY YOSHIDA CPA
ReturnHeader/ReturnTs02018-02-15T19:24:04-08:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,703
Liabilities
$25,785
Net assets
$13,918
Revenue
$52,995
Expenses
$47,791
Net income
$5,204
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