Civic Intelligence

Alum Rock Educators Association

990 • Fiscal year 2017 • EIN 51-0159373

Sep 01, 2016 to Aug 31, 2017 • Filed on Mar 07, 2018

Organization ProfileWWW.AREATODAY.ORG
888 South Capitol AvenueSan Jose, CA 95127

(408) 272-0601

Siviq Scores

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

Liabilities / Assets

98th percentile

0.63x

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

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

Liabilities / Revenue

95th percentile

0.31x

Higher debt load relative to revenue than 95% of similar nonprofits.

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

Net Margin

21st percentile

-6.9%

Higher net margin than 21% 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

97th percentile

96%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

44th percentile

-0.3%

Faster revenue growth than 44% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$101,268

Up $49,699 (+96%) from 2016

Net Assets

Down

$37,275

Down $14,294 (-28%) from 2016

Liabilities

Up

$63,993

Up $63,993 from 2016

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin21st percentile

Revenue

Down

$207,025

Down $670 (-0.3%) from 2016

Expenses

Up

$221,319

Up $8,743 (+4.1%) from 2016

Net Income

Down

-$14,294

Down $9,413 (-193%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$400K$300K$200K$100K$0Assets 2011: $71,763Liabilities 2011: $02011Assets 2012: $82,922Liabilities 2012: $02012Assets 2013: $93,089Liabilities 2013: $02013Assets 2014: $86,231Net Assets 2014: $86,2312014Assets 2015: $57,326Liabilities 2015: $876Net Assets 2015: $56,4502015Assets 2016: $51,569Liabilities 2016: $0Net Assets 2016: $51,5692016Assets 2017: $101,268Liabilities 2017: $63,993Net Assets 2017: $37,2752017Assets 2018: $174,193Liabilities 2018: $30,663Net Assets 2018: $143,5302018Assets 2019: $210,075Liabilities 2019: $0Net Assets 2019: $210,0752019Assets 2020: $246,160Liabilities 2020: $0Net Assets 2020: $246,1602020Assets 2021: $306,258Liabilities 2021: $3,000Net Assets 2021: $303,2582021Assets 2022: $328,730Liabilities 2022: $0Net Assets 2022: $328,7302022Assets 2023: $398,288Liabilities 2023: $0Net Assets 2023: $398,2882023

Highlighted filing

2017

Assets$101,268
Liabilities$63,993
Net Assets$37,275
Open 2017 Filing

Operations Trend

Revenue Growth44th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $172,539Expenses 2011: $197,055Net Income 2011: -$24,5162011Revenue 2012: $199,869Expenses 2012: $188,710Net Income 2012: $11,1592012Revenue 2013: $195,275Expenses 2013: $185,108Net Income 2013: $10,1672013Revenue 2014: $186,667Expenses 2014: $193,525Net Income 2014: -$6,8582014Revenue 2015: $178,878Expenses 2015: $208,659Net Income 2015: -$29,7812015Revenue 2016: $207,695Expenses 2016: $212,576Net Income 2016: -$4,8812016Revenue 2017: $207,025Expenses 2017: $221,319Net Income 2017: -$14,2942017Revenue 2018: $270,733Expenses 2018: $164,478Net Income 2018: $106,2552018Revenue 2019: $244,979Expenses 2019: $178,434Net Income 2019: $66,5452019Revenue 2020: $213,379Expenses 2020: $177,294Net Income 2020: $36,0852020Revenue 2021: $220,084Expenses 2021: $162,986Net Income 2021: $57,0982021Revenue 2022: $203,567Expenses 2022: $178,095Net Income 2022: $25,4722022Revenue 2023: $217,465Expenses 2023: $147,907Net Income 2023: $69,5582023

Highlighted filing

2017

Revenue$207,025
Expenses$221,319
Net Income-$14,294
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Mar 7, 2018
Return Version
2016v3.0
Gross Receipts
$207,025
Mission and Program Overview

Mission

To provide union representation for certified school teachers

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$28,839$78,465▲ $49,626
Savings and Temporary Cash Investments$22,730$22,803▲ $73
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$51,569$101,268▲ $49,699
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$63,993-
Total Liabilities$0$63,993▲ $63,993
Net Assets / Fund Balance
Unrestricted Net Assets$51,569$37,275▼ $14,294
Total Net Assets Fund Balance$51,569$37,275▼ $14,294
Total Liabilities and Net Assets / Fund Balance$51,569$101,268▲ $49,699

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$2,052$2,052
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Tony ColonnaBenefits Chair
Loretta TannerElections Chair
Jocelyn MerzPresident
Sandra RiveraVice President
Danielle LettsDirector
Randy BarberDirector
Sherry DuarteComm. Outreach
Ryan JaegerMh Rep
Emily McchristianRec. Secretary
Nate DawsonState Council
Seyem Loeffler EstepTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$206,944
Investment Income
$81
Other Revenue
$0
Change in Net Assets
$-14,294

Audited Revenue Reconciliation

Revenue per Audited Statements
$207,025
Revenue Not Reported on Form 990
$11,552
Total Revenue per Audited Statements
$218,577
Total Revenue per Form 990
$207,025
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$221,319
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$9,687
Fees for Services Accounting---$6,888
Other Expenses---$4,112
Conferences and Meetings---$2,011
Office Expenses---$288
Total Functional Expenses$0$0$0$221,319

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$232,871
Expenses per Audited Statements$221,319
Total Expenses per Form 990$221,319
Expenses Not Reported on Form 990$11,552
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
Lobbying activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
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, Line 11B: Form 990 Review Process

“A draft of the tax return was provided to the board for review and approval. Upon approval of the draft the tax return was finalized and a copy was provided to each member of the board before the president signed and filed the return.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Any new hires and board members must read and sign a copy of the conflict of interest policy. Any employees and board members are required to bring any potential conflict of interest to the attention of the board for discussion.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The tax exempt application and annual tax returns are available for review at the association's offices by appointment.”

Filing and Contact Details

Filer

Filer Name
Alum Rock Educators Association
EIN
51-0159373
Phone
4082720601
Address
888 SOUTH CAPITOL AVENUE, SAN JOSE, CA 95127

Signing Officer

Name
Jocelyn Merz
Title
President
Signed
2018-03-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jocelyn Merz
Formed
1975
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Kawamoto Weil & Company
Address
150 E Campbell Ave 201, Campbell, CA 95008
Preparer
Kenneth M Kawamoto
Phone
4083797300
Supplemental Narrative

Additional Explanations

Form 990, Schedule D, Part XIV

“The association members have voted to fund a political action committee. For financial statement purposes the funding of the pac is shown as an expense in order to comply with the california teachers' association's requirements for reporting. For purposes of the form 990 the pac funding is netted with dues received as no political activity is conducted by the association.”

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Dues transfrd to pac fund $11552”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Dues transfrd to pac fund $11552”

Raw XML Appendix396 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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IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JOCELYN MERZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0206944
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0206944
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt080
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0212576
IRS990/PYOtherRevenueAmt0341
IRS990/PYProgramServiceRevenueAmt0207274
IRS990/PYRevenuesLessExpensesAmt0-4881
IRS990/PYTotalExpensesAmt0212576
IRS990/PYTotalRevenueAmt0207695
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-14294
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt022730
IRS990/SavingsAndTempCashInvstGrp/EOYAmt022803
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/ExpensesNotReportedAmt011552
IRS990ScheduleD/ExpensesSubtotalAmt0221319
IRS990ScheduleD/OtherExpensesIncludedAmt011552
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02052
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02052
IRS990ScheduleD/OtherRevenueAmt011552
IRS990ScheduleD/RevenueNotReportedAmt011552
IRS990ScheduleD/RevenueSubtotalAmt0207025
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DUES TRANSFRD TO PAC FUND $11552
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DUES TRANSFRD TO PAC FUND $11552
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt0221319
IRS990ScheduleD/TotalRevenuePerForm990Amt0207025
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0218577
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0232871
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE TAX RETURN WAS PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL. UPON APPROVAL OF THE DRAFT THE TAX RETURN WAS FINALIZED AND A COPY WAS PROVIDED TO EACH MEMBER OF THE BOARD BEFORE THE PRESIDENT SIGNED AND FILED THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY NEW HIRES AND BOARD MEMBERS MUST READ AND SIGN A COPY OF THE CONFLICT OF INTEREST POLICY. ANY EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO BRING ANY POTENTIAL CONFLICT OF INTEREST TO THE ATTENTION OF THE BOARD FOR DISCUSSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX EXEMPT APPLICATION AND ANNUAL TAX RETURNS ARE AVAILABLE FOR REVIEW AT THE ASSOCIATION'S OFFICES BY APPOINTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ASSOCIATION MEMBERS HAVE VOTED TO FUND A POLITICAL ACTION COMMITTEE. FOR FINANCIAL STATEMENT PURPOSES THE FUNDING OF THE PAC IS SHOWN AS AN EXPENSE IN ORDER TO COMPLY WITH THE CALIFORNIA TEACHERS' ASSOCIATION'S REQUIREMENTS FOR REPORTING. FOR PURPOSES OF THE FORM 990 THE PAC FUNDING IS NETTED WITH DUES RECEIVED AS NO POLITICAL ACTIVITY IS CONDUCTED BY THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, SCHEDULE D, PART XIV
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt051569
IRS990/TotalAssetsEOYAmt0101268
IRS990/TotalAssetsGrp/BOYAmt051569
IRS990/TotalAssetsGrp/EOYAmt0101268
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0221319
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt063993
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt063993
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt051569
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt037275
IRS990/TotalProgramServiceRevenueAmt0206944
IRS990/TotalRevenueGrp/ExclusionAmt081
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0206944
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0207025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt051569
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0101268
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt051569
IRS990/UnrestrictedNetAssetsGrp/EOYAmt037275
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0888 S CAPITOL AVE
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095127
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.AREATODAY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOCELYN MERZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALUM ROCK EDUCATORS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ALUM
ReturnHeader/Filer/EIN0510159373
ReturnHeader/Filer/PhoneNum04082720601
ReturnHeader/Filer/USAddress/AddressLine1Txt0888 SOUTH CAPITOL AVENUE
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095127
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kawamoto Weil & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 E Campbell Ave 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Campbell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum04083797300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH M KAWAMOTO
ReturnHeader/ReturnTs02018-03-07T14:56:13-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$101,268
Liabilities
$63,993
Net assets
$37,275
Revenue
$207,025
Expenses
$221,319
Net income
-$14,294
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$2.17$1.48$0.70
2022Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$2.04$1.78$0.25
2021Detailed filing. Detailed filing data is available for this year.$3.06$0.03$3.03$2.20$1.63$0.57
2020Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$2.13$1.77$0.36
2019Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$2.45$1.78$0.67
2018Detailed filing. Detailed filing data is available for this year.$1.74$0.31$1.44$2.71$1.64$1.06
2017Detailed filing. Detailed filing data is available for this year.$1.01$0.64$0.37$2.07$2.21$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$2.08$2.13$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.01$0.56$1.79$2.09$0.30
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.86$1.87$1.94$0.07
2013Summary only. Only limited summary data is available for this year.$0.93$0.00$1.95$1.85$0.10
2012Summary only. Only limited summary data is available for this year.$0.83$0.00$2.00$1.89$0.11
2011Summary only. Only limited summary data is available for this year.$0.72$0.00$1.73$1.97$0.25