Civic Intelligence

Escondido Employees Benefit Association

990EZ • Fiscal year 2017 • EIN 54-2088742

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 30, 2018

Organization ProfileN/A
201 N BroadwayEscondido, CA 92025

(760) 839-4532

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

20th percentile

-7.7%

Higher net margin than 20% 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

23rd percentile

-5.9%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

46th percentile

0.1%

Faster revenue growth than 46% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$71,624

Down $4,472 (-5.9%) from 2016

Net Assets

Down

$71,624

Down $4,472 (-5.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin20th percentile

Revenue

Up

$57,869

Up $64 (+0.1%) from 2016

Expenses

Down

$62,341

Down $4,758 (-7.1%) from 2016

Net Income

Up

-$4,472

Up $4,822 (+52%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$150K$100K$50K$0Assets 2014: $80,399Liabilities 2014: $0Net Assets 2014: $80,3992014Assets 2015: $85,390Liabilities 2015: $0Net Assets 2015: $85,3902015Assets 2016: $76,096Liabilities 2016: $0Net Assets 2016: $76,0962016Assets 2017: $71,624Liabilities 2017: $0Net Assets 2017: $71,6242017Assets 2018: $73,824Net Assets 2018: $73,8242018Assets 2019: $89,413Net Assets 2019: $89,4132019Assets 2020: $105,300Net Assets 2020: $105,3002020Assets 2021: $108,138Net Assets 2021: $108,1382021Assets 2022: $103,287Net Assets 2022: $103,2872022Assets 2023: $90,928Net Assets 2023: $90,9282023Assets 2024: $82,817Net Assets 2024: $82,8172024

Highlighted filing

2017

Assets$71,624
Liabilities$0
Net Assets$71,624
Open 2017 Filing

Operations Trend

Revenue Growth46th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $57,333Expenses 2014: $53,404Net Income 2014: $3,9292014Revenue 2015: $56,309Expenses 2015: $51,318Net Income 2015: $4,9912015Revenue 2016: $57,805Expenses 2016: $67,099Net Income 2016: -$9,2942016Revenue 2017: $57,869Expenses 2017: $62,341Net Income 2017: -$4,4722017Revenue 2018: $51,109Expenses 2018: $48,909Net Income 2018: $2,2002018Revenue 2019: $49,666Expenses 2019: $34,077Net Income 2019: $15,5892019Revenue 2020: $45,790Expenses 2020: $29,903Net Income 2020: $15,8872020Revenue 2021: $42,022Expenses 2021: $39,184Net Income 2021: $2,8382021Revenue 2022: $35,827Expenses 2022: $40,678Net Income 2022: -$4,8512022Revenue 2023: $22,810Expenses 2023: $35,169Net Income 2023: -$12,3592023Revenue 2024: $17,084Expenses 2024: $25,195Net Income 2024: -$8,1112024

Highlighted filing

2017

Revenue$57,869
Expenses$62,341
Net Income-$4,472
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 30, 2018
Return Version
2017v2.3
Gross Receipts
$57,869
Mission and Program Overview

Mission

Unite members into one organization for the purpose of improving economic advantages through collective bargaining and to promote social awareness of its membership.

Program Services

DescriptionGrantsExpenses
UNITE MEMBERS INTO ONE ORGANIZATION FOR THE PURPOSE OF IMPROVING ECONOMIC ADVANTAGES THROUGH COLLECTIVE BARGAINING AND TO PROMOTE SOCIAL AWARENESS OF ITS MEMBERSHIP.--
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN TATGEPresident-$0--
SHIRLEY RUSSELLVice President-$0--
COLLEEN THOMPSONSecretary-$0--
CYNTHIA WORAYETHTreasurer-$0--
VICKI CAPOZZAMember-At-Large-$0--
SUE EVARTSMember-At-Large-$0--
MARIA FRAIRE-FRAWLEYMember-At-Large-$0--
KIMBERLY HOBANMember-At-Large-$0--
SARAH MONTAGNEMember-At-Large-$0--
Filing and Contact Details

Filer

Filer Name
Escondido Employees Benefit Association
EIN
54-2088742
In Care Of
% KAREN TATGE
Phone
7608394532
Address
201 N BROADWAY, ESCONDIDO, CA 92025

Signing Officer

Name
Cynthia Worayeth
Title
Treasurer
Phone
7608394569
Signed
2018-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Kami B Cohen
Phone
8187692010
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 8

“Description:MISCELLANEOUS Amount:10”

Form 990EZ Part I Line 16

“Description:MEETING EXPENSES Amount:4042”

Form 990EZ Part I Line 16

“Description:INSURANCE Amount:5037”

Form 990EZ Part I Line 16

“Description:MEMBERSHIP APPRECIATION Amount:10583”

Form 990EZ Part I Line 16

“Description:DONATIONS Amount:842”

Form 990EZ Part I Line 16

“Description:SCHOLARSHIPS AND TUITION REIMBURSEMENTS Amount:1200”

Raw XML Appendix159 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/CityNm0ESCONDIDO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt076096
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IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAREN TATGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHIRLEY RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COLLEEN THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CYNTHIA WORAYETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4VICKI CAPOZZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUE EVARTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARIA FRAIRE-FRAWLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KIMBERLY HOBAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SARAH MONTAGNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER-AT-LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER-AT-LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER-AT-LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER-AT-LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBER-AT-LARGE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt021704
IRS990EZ/OtherRevenueTotalAmt010
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0UNITE MEMBERS INTO ONE ORGANIZATION FOR THE PURPOSE OF IMPROVING ECONOMIC ADVANTAGES THROUGH COLLECTIVE BARGAINING AND TO PROMOTE SOCIAL AWARENESS OF ITS MEMBERSHIP.
IRS990EZ/PrintingPublicationsPostageAmt02078
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0UNITE MEMBERS INTO ONE ORGANIZATION FOR THE PURPOSE OF IMPROVING ECONOMIC ADVANTAGES THROUGH COLLECTIVE BARGAINING AND TO PROMOTE SOCIAL AWARENESS OF ITS MEMBERSHIP.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062341
IRS990EZ/TotalRevenueAmt057869
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:MISCELLANEOUS Amount:10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:MEETING EXPENSES Amount:4042
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:INSURANCE Amount:5037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:MEMBERSHIP APPRECIATION Amount:10583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:DONATIONS Amount:842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:SCHOLARSHIPS AND TUITION REIMBURSEMENTS Amount:1200
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 I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CYNTHIA WORAYETH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07608394569
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESCONDIDO EMPLOYEES BENEFIT ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ESCO
ReturnHeader/Filer/EIN0542088742
ReturnHeader/Filer/InCareOfNm0% KAREN TATGE
ReturnHeader/Filer/PhoneNum07608394532
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 N BROADWAY
ReturnHeader/Filer/USAddress/CityNm0ESCONDIDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092025
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.244.147.122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER KAPLAN ARASE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04123 LANKERSHIM BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH HOLLYWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0916022828
ReturnHeader/PreparerPersonGrp/PhoneNum08187692010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kami B Cohen
ReturnHeader/ReturnTs02018-08-30T12:02:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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
$71,624
Liabilities
$0
Net assets
$71,624
Revenue
$57,869
Expenses
$62,341
Net income
-$4,472
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.17$0.25$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.23$0.35$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.03$1.03$0.36$0.41$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.08$1.08$0.42$0.39$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.46$0.30$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.50$0.34$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.51$0.49$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.58$0.62$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.58$0.67$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.56$0.51$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.57$0.53$0.04