Civic Intelligence

Franklin-Mckinley Education Association

990EZ • Fiscal year 2018 • EIN 51-0212206

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 11, 2019

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

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

19th percentile

-9.2%

Higher net margin than 19% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

56th percentile

$2,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

5th percentile

-36%

Faster asset growth than 5% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

68th percentile

5.9%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$148,244

Down $81,779 (-36%) from 2017

Net Assets

Down

$148,244

Down $16,027 (-9.8%) from 2017

Liabilities

Down

$0

Down $65,752 (-100%) from 2017

Revenue

Up

$174,546

Up $9,791 (+5.9%) from 2017

Expenses

Down

$190,573

Down $2,511 (-1.3%) from 2017

Net Income

Up

-$16,027

Up $12,302 (+43%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $312,640Liabilities 2011: $02011Assets 2012: $299,316Liabilities 2012: $02012Assets 2013: $279,366Liabilities 2013: $02013Assets 2014: $251,299Liabilities 2014: $1,429Net Assets 2014: $249,8702014Assets 2015: $223,141Liabilities 2015: $0Net Assets 2015: $223,1412015Assets 2016: $260,728Liabilities 2016: $68,128Net Assets 2016: $192,6002016Assets 2017: $230,023Liabilities 2017: $65,752Net Assets 2017: $164,2712017Assets 2018: $148,244Liabilities 2018: $0Net Assets 2018: $148,2442018Assets 2019: $150,832Liabilities 2019: $0Net Assets 2019: $150,8322019Assets 2020: $146,354Liabilities 2020: $0Net Assets 2020: $146,3542020Assets 2021: $136,671Liabilities 2021: $0Net Assets 2021: $136,6712021Assets 2022: $179,660Liabilities 2022: $60,429Net Assets 2022: $119,2312022Assets 2023: $116,352Liabilities 2023: $0Net Assets 2023: $116,3522023Assets 2024: $114,454Net Assets 2024: $114,4542024

Highlighted filing

2018

Assets$148,244
Liabilities$0
Net Assets$148,244

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $143,439Expenses 2011: $149,820Net Income 2011: -$6,3812011Revenue 2012: $132,884Expenses 2012: $146,208Net Income 2012: -$13,3242012Revenue 2013: $134,821Expenses 2013: $154,771Net Income 2013: -$19,9502013Revenue 2014: $135,925Expenses 2014: $165,421Net Income 2014: -$29,4962014Revenue 2015: $156,256Expenses 2015: $182,985Net Income 2015: -$26,7292015Revenue 2016: $157,813Expenses 2016: $188,354Net Income 2016: -$30,5412016Revenue 2017: $164,755Expenses 2017: $193,084Net Income 2017: -$28,3292017Revenue 2018: $174,546Expenses 2018: $190,573Net Income 2018: -$16,0272018Revenue 2019: $160,090Expenses 2019: $157,502Net Income 2019: $2,5882019Revenue 2020: $151,246Expenses 2020: $155,724Net Income 2020: -$4,4782020Revenue 2021: $143,803Expenses 2021: $153,486Net Income 2021: -$9,6832021Revenue 2022: $146,765Expenses 2022: $164,205Net Income 2022: -$17,4402022Revenue 2023: $141,196Expenses 2023: $144,075Net Income 2023: -$2,8792023Revenue 2024: $144,642Expenses 2024: $146,540Net Income 2024: -$1,8982024

Highlighted filing

2018

Revenue$174,546
Expenses$190,573
Net Income-$16,027
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 11, 2019
Return Version
2017v2.2
Gross Receipts
$174,546
Mission and Program Overview

Mission

To provide union representation to certified school teachers

Program Services

DescriptionGrantsExpenses
PAYMENTS TO PROVIDE THE LOCAL CHAPTER WITH PROFESSIONAL STAFF, ADMINISTRATION, LEADERSHIP DEVELOPMENT SKILLS AND IMPLEMENTATION--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI BILLINGSTreasurer-$2,000-$2,000
KELLY BONDVice President-$1,199-$1,199
SHANTI ARNOLDDirector-$1,199-$1,199
ERIK WHITAKERDirector-$1,199-$1,199
RACHEL WITMEYERSecretary-$1,199-$1,199
SCOTT SHULIMSONPresidentFT$0--
LISA PITINODirector-$0--
Filing and Contact Details

Filer

Filer Name
Franklin-mckinley Education Association
EIN
51-0212206
Phone
4082720601
Address
1333 PIEDMONT ROAD STE 106, SAN JOSE, CA 95132

Signing Officer

Name
Scott Shulimson
Title
President
Signed
2019-07-11
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1007

Conferences, Conventions, and Meetings $168

Other Expenses.1009

Depreciation $286

Other Expenses.1

RELEASE TIME $124636

Other Expenses.2

UNISERV EXEPENSES $38192

Other Expenses.3

SOCIAL EXPENSES $2027

Other Expenses.4

Awards, gifts & contributions $1067

Other Expenses.5

NEGOTIATIONS $907

Other Expenses.6

Rep council expenses $761

Other Expenses.7

State council expenses $635

Other Expenses.8

Executive board expenses $535

Other Expenses.9

COMMUNITY $416

Other Expenses.10

AGENCY FEE/MEMBERS $275

Other Expenses.11

BANK CHARGES $10

Other Assets.1002

Furniture and Fixtures - Beginning $500 Furniture and Fixtures - Ending $214

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $65752 Accounts Payable and Accrued Expenses - Ending $0

Raw XML Appendix147 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NEGOTIATIONS $907
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STATE COUNCIL EXPENSES $635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9EXECUTIVE BOARD EXPENSES $535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10COMMUNITY $416
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BANK CHARGES $10
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-11
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ReturnHeader/Filer/EIN0510212206
ReturnHeader/Filer/PhoneNum04082720601
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH M KAWAMOTO
ReturnHeader/ReturnTs02019-07-11T09:13:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.14$1.14$1.45$1.47$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.41$1.44$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.80$0.60$1.19$1.47$1.64$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$1.44$1.53$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$1.51$1.56$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$1.60$1.58$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$1.75$1.91$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.30$0.66$1.64$1.65$1.93$0.28
2016Detailed filing. Detailed filing data is available for this year.$2.61$0.68$1.93$1.58$1.88$0.31
2015Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$1.56$1.83$0.27
2014Detailed filing. Detailed filing data is available for this year.$2.51$0.01$2.50$1.36$1.65$0.29
2013Summary only. Only limited summary data is available for this year.$2.79$0.00$1.35$1.55$0.20
2012Summary only. Only limited summary data is available for this year.$2.99$0.00$1.33$1.46$0.13
2011Summary only. Only limited summary data is available for this year.$3.13$0.00$1.43$1.50$0.06