Civic Intelligence

Alum Rock Educators Association

990 • Fiscal year 2021 • EIN 51-0159373

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 14, 2022

Organization ProfileWWW.AREATODAY.ORG
1333 Piedmont Road Ste 106San Jose, CA 95132

(408) 272-0601

Siviq Scores

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

Liabilities / Assets

69th percentile

0.01x

Higher debt load relative to assets than 69% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Net Margin

77th percentile

26%

Higher net margin than 77% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

81st percentile

24%

Faster asset growth than 81% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

61st percentile

3.1%

Faster revenue growth than 61% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$306,258

Up $60,098 (+24%) from 2020

Net Assets

Up

$303,258

Up $57,098 (+23%) from 2020

Liabilities

Up

$3,000

Up $3,000 from 2020

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin77th percentile

Revenue

Up

$220,084

Up $6,705 (+3.1%) from 2020

Expenses

Down

$162,986

Down $14,308 (-8.1%) from 2020

Net Income

Up

$57,098

Up $21,013 (+58%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2021

Assets$306,258
Liabilities$3,000
Net Assets$303,258
Open 2021 Filing

Operations Trend

Revenue Growth61st 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

2021

Revenue$220,084
Expenses$162,986
Net Income$57,098
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 14, 2022
Return Version
2020v4.0
Gross Receipts
$220,084
Mission and Program Overview

Mission

To provide union representation for certified school teachers

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$222,742$212,555▼ $10,187
Accounts Receivable-$70,089-
Savings and Temporary Cash Investments$23,418$23,614▲ $196
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$246,160$306,258▲ $60,098
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$3,000-
Total Liabilities$0$3,000▲ $3,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$246,160$303,258▲ $57,098
Total Net Assets Fund Balance$246,160$303,258▲ $57,098
Total Liabilities and Net Assets / Fund Balance$246,160$306,258▲ $60,098

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$2,052$2,052
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Jocelyn MerzPresident
Sandra RiveraVice President
Addie VaneDirector
Danielle LettsDirector
Jessica LivotiDirector
Tobi NielsenCorresp. Sec.
Emily McchristianRecording Sec
John FitzhughTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$219,881
Investment Income
$203
Other Revenue
$0
Change in Net Assets
$57,098
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$162,986
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---$8,090
Other Expenses---$3,768
Fees for Services Accounting---$3,010
Office Expenses---$475
Total Functional Expenses$0$0$0$162,986
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
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
Backup withholding compliance
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
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
1333 PIEDMONT ROAD STE 106, SAN JOSE, CA 95132

Signing Officer

Name
Jocelyn Merz
Title
President
Signed
2022-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jocelyn Merz
Formed
1975
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Kawamoto Weil & Company
Address
150 E Campbell Ave 201, Campbell, CA 95008
Preparer
Kenneth M Kawamoto
Phone
4083797300
Raw XML Appendix347 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03000
IRS990/AccountsReceivableGrp/EOYAmt070089
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE UNION REPRESENTATION FOR CERTIFIED SCHOOL TEACHERS
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt08090
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JOCELYN MERZ
IRS990/BooksInCareOfDetail/PhoneNum04082720601
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01333 PIEDMONT ROAD STE 106
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095132
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0222742
IRS990/CashNonInterestBearingGrp/EOYAmt0212555
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0203
IRS990/CYOtherExpensesAmt0162986
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0219881
IRS990/CYRevenuesLessExpensesAmt057098
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0162986
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0220084
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PAYMENTS TO PROVIDE THE LOCAL CHAPTER WITH PROFESSIONAL STAFF, ADMINISTRATION, LEADERSHIP DEVELOPMENT SKILLS AND IMPLEMENTATION
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt03010
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0JOCELYN MERZ
IRS990/Form990PartVIISectionAGrp/PersonNm1SANDRA RIVERA
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN FITZHUGH
IRS990/Form990PartVIISectionAGrp/PersonNm3EMILY MCCHRISTIAN
IRS990/Form990PartVIISectionAGrp/PersonNm4TOBI NIELSEN
IRS990/Form990PartVIISectionAGrp/PersonNm5DANIELLE LETTS
IRS990/Form990PartVIISectionAGrp/PersonNm6ADDIE VANE
IRS990/Form990PartVIISectionAGrp/PersonNm7JESSICA LIVOTI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3RECORDING SEC
IRS990/Form990PartVIISectionAGrp/TitleTxt4CORRESP. SEC.
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0220084
IRS990/GroupExemptionNum04003
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0203
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0203
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02052
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt02052
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE UNION REPRESENTATION FOR CERTIFIED SCHOOL TEACHERS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0246160
IRS990/NetAssetsOrFundBalancesEOYAmt0303258
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0246160
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0303258
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt0475
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0RELEASE TIME
IRS990/OtherExpensesGrp/Desc1UNISERV EXEPENSES
IRS990/OtherExpensesGrp/Desc2OFFICERS EXPENSES
IRS990/OtherExpensesGrp/Desc3sb council expenses
IRS990/OtherExpensesGrp/TotalAmt0102478
IRS990/OtherExpensesGrp/TotalAmt141272
IRS990/OtherExpensesGrp/TotalAmt23893
IRS990/OtherExpensesGrp/TotalAmt33768
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JOCELYN MERZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0219881
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0219881
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0222
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0177294
IRS990/PYProgramServiceRevenueAmt0213157
IRS990/PYRevenuesLessExpensesAmt036085
IRS990/PYTotalExpensesAmt0177294
IRS990/PYTotalRevenueAmt0213379
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt057098
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt023418
IRS990/SavingsAndTempCashInvstGrp/EOYAmt023614
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02052
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02052
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/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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0246160
IRS990/TotalAssetsEOYAmt0306258
IRS990/TotalAssetsGrp/BOYAmt0246160
IRS990/TotalAssetsGrp/EOYAmt0306258
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0162986
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt03000
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt03000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0246160
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0303258
IRS990/TotalProgramServiceRevenueAmt0219881
IRS990/TotalRevenueGrp/ExclusionAmt0203
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0219881
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0220084
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0246160
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0306258
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01333 PIEDMONT ROAD STE 106
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0951322475
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.AREATODAY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOCELYN MERZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALUM ROCK EDUCATORS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ALUM
ReturnHeader/Filer/EIN0510159373
ReturnHeader/Filer/PhoneNum04082720601
ReturnHeader/Filer/USAddress/AddressLine1Txt01333 PIEDMONT ROAD STE 106
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095132
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770237214
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/ReturnTs02022-07-14T15:12:11-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOCELYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MERZ
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$306,258
Liabilities
$3,000
Net assets
$303,258
Revenue
$220,084
Expenses
$162,986
Net income
$57,098
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