Civic Intelligence

Hamilton County Education Assoc Inc

990 • Fiscal year 2016 • EIN 62-0929459

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 18, 2016

Organization ProfileWWW.HCEA1.ORG
4655 Shallowford RoadChattanooga, TN 37411

(423) 485-9535

Siviq Scores

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

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Net Margin

21st percentile

-4.8%

Higher net margin than 21% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

51st percentile

$65,286

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Asset Growth

7th percentile

-22%

Faster asset growth than 7% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

68th percentile

9.2%

Faster revenue growth than 68% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$427,383

Down $121,460 (-22%) from 2015

Net Assets

Down

$424,552

Down $32,667 (-7.1%) from 2015

Liabilities

Down

$2,831

Down $88,793 (-97%) from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin21st percentile

Revenue

Up

$681,789

Up $57,410 (+9.2%) from 2015

Expenses

Up

$714,456

Up $65,918 (+10%) from 2015

Net Income

Down

-$32,667

Down $8,508 (-35%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$600K$400K$200K$0Assets 2011: $438,581Liabilities 2011: $604Net Assets 2011: $437,9772011Assets 2012: $460,793Liabilities 2012: $9,105Net Assets 2012: $451,6882012Assets 2013: $473,220Liabilities 2013: $7,507Net Assets 2013: $465,7132013Assets 2014: $483,167Liabilities 2014: $1,789Net Assets 2014: $481,3782014Assets 2015: $548,843Liabilities 2015: $91,624Net Assets 2015: $457,2192015Assets 2016: $427,383Liabilities 2016: $2,831Net Assets 2016: $424,5522016Assets 2017: $359,690Liabilities 2017: $7,178Net Assets 2017: $352,5122017Assets 2018: $463,553Liabilities 2018: $1,386Net Assets 2018: $462,1672018Assets 2019: $378,902Liabilities 2019: $2,937Net Assets 2019: $375,9652019Assets 2020: $378,336Liabilities 2020: $3,670Net Assets 2020: $374,6662020Assets 2021: $382,786Liabilities 2021: $1,261Net Assets 2021: $381,5252021

Highlighted filing

2016

Assets$427,383
Liabilities$2,831
Net Assets$424,552
Open 2016 Filing

Operations Trend

Revenue Growth68th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,131,413Expenses 2011: $1,137,443Net Income 2011: -$6,0302011Revenue 2012: $1,094,957Expenses 2012: $1,081,246Net Income 2012: $13,7112012Revenue 2013: $1,025,141Expenses 2013: $1,011,116Net Income 2013: $14,0252013Revenue 2014: $1,001,397Expenses 2014: $985,732Net Income 2014: $15,6652014Revenue 2015: $624,379Expenses 2015: $648,538Net Income 2015: -$24,1592015Revenue 2016: $681,789Expenses 2016: $714,456Net Income 2016: -$32,6672016Revenue 2017: $585,152Expenses 2017: $672,244Net Income 2017: -$87,0922017Revenue 2018: $593,096Expenses 2018: $484,863Net Income 2018: $108,2332018Revenue 2019: $635,843Expenses 2019: $722,045Net Income 2019: -$86,2022019Revenue 2020: $698,648Expenses 2020: $693,789Net Income 2020: $4,8592020Revenue 2021: $667,511Expenses 2021: $660,902Net Income 2021: $6,6092021

Highlighted filing

2016

Revenue$681,789
Expenses$714,456
Net Income-$32,667
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 18, 2016
Return Version
2015v2.1
Gross Receipts
$681,789
Mission and Program Overview

Mission

Advancement of education and support of teachers who are members of the hamilton county school system

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$473,567$362,446▼ $111,121
Land, Buildings, and Equipment, Net$67,521$57,182▼ $10,339
Total Assets$548,843$427,383▼ $121,460
Other Assets Total$7,755$7,755→ $0
Liabilities
Accounts Payable and Accrued Expenses$91,624$2,831▼ $88,793
Total Liabilities$91,624$2,831▼ $88,793
Net Assets / Fund Balance
Unrestricted Net Assets$457,219$424,552▼ $32,667
Total Net Assets Fund Balance$457,219$424,552▼ $32,667
Total Liabilities and Net Assets / Fund Balance$548,843$427,383▼ $121,460

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$56,776$258,995-
Equipment$406$37,890-
Other Assets Org$7,755--
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleBaseTotal
Dan LinerPresident$65,286$65,286

Board Members and Trustees

NameTitle
Ginny KiddBoard Member
Pam HopkinsBoard Member
Pam ThompsonBoard Member
Peggy SheltonBoard Member
Scott FarleyBoard Member
Sylvia DanceBoard Member
Cassie SebastianSecretary
Shawanda PerkinsTreasurer
Gil HighlanderVice Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$680,970
Program Service Revenue
$0
Investment Income
$819
Other Revenue
$0
All Other Contributions
$4,633
Change in Net Assets
$-32,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$120,149
Other Expenses$70,819
Grants and Similar Amounts Paid$2,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$520,988--$520,988
Current Officers, Directors, Trustees, and Key Employees$60,075$60,074-$120,149
Other Expenses$33,466$16,482-$49,948
Depreciation Depletion$6,927$3,412-$10,339
Office Expenses$2,957$1,523-$4,480
Insurance$1,953$1,952-$3,905
Grants to Domestic Orgs$2,500--$2,500
Fees for Services Accounting$1,074$1,073-$2,147
Total Functional Expenses$629,940$84,516$0$714,456
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“Organization consist of members who have voting rights for the bylaws and election of organization officials”

Member election for additional members Part VI line 7A

“Members elect all officers”

Governing body decisions Part VI line 7B

“Members vote on changes in organization bylaws and officer election”

Form 990 governing body review Part VI line 11

“The form 990 is review by the officers prior to the return being signed and mailed.”

Conflict of interest policy compliance Part VI line 12C

“Officers are required to sign conflict of interest policy when elected.”

CEO executive director top management comp Part VI line 15A

“Hcea is a teachers union. Salaries are determined by the board of directors.”

Other officer or key employee compensation Part VI line 15B

“Hcea is a teachers union. Salaries are determined by the board of directors.”

Governing documents etc available to public Part VI line 19

“The form 990 is made avaliable to the public by written request to the board”

Filing and Contact Details

Filer

Filer Name
Hamilton County Education Assoc Inc
EIN
62-0929459
Address
4655 SHALLOWFORD ROAD, CHATTANOOGA, TN 37411

Signing Officer

Name
Dan Liner
Title
Chairman
Phone
4234859535
Signed
2016-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Liner
Formed
1985
Legal Domicile
Tn
Voting Board Members
1,121
Independent Board Members
1,121
Employees
2

Preparer

Firm
Sherrell Rutherford & Shelley LLC
Address
4513 HIXSON PIKE SUITE 105, HIXSON, TN 37343-5039
Preparer
Perry T Sherrell CPA
Phone
4238756565
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01733
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01087
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02713
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010584
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PublicSupportCY509Pct00.99930
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0681789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0621511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0999664
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01024054
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010925244
IRS990ScheduleA/Total509Grp/TotalAmt014252262
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0683972
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0624379
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01001397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01025141
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010927957
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt014262846
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IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt056776
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0258995
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0315771
IRS990ScheduleD/EquipmentGrp/BookValueAmt0406
IRS990ScheduleD/EquipmentGrp/DepreciationAmt037890
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt038296
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt07755
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER ASSETS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt057182
IRS990ScheduleD/TotalBookValueOtherAssetsAmt07755
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION CONSIST OF MEMBERS WHO HAVE VOTING RIGHTS FOR THE BYLAWS AND ELECTION OF ORGANIZATION OFFICIALS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT ALL OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS VOTE ON CHANGES IN ORGANIZATION BYLAWS AND OFFICER ELECTION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEW BY THE OFFICERS PRIOR TO THE RETURN BEING SIGNED AND MAILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICERS ARE REQUIRED TO SIGN CONFLICT OF INTEREST POLICY WHEN ELECTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HCEA IS A TEACHERS UNION. SALARIES ARE DETERMINED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HCEA IS A TEACHERS UNION. SALARIES ARE DETERMINED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE FORM 990 IS MADE AVALIABLE TO THE PUBLIC BY WRITTEN REQUEST TO THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Governing documents etc available to public Part VI line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0548843
IRS990/TotalAssetsEOYAmt0427383
IRS990/TotalAssetsGrp/BOYAmt0548843
IRS990/TotalAssetsGrp/EOYAmt0427383
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0680970
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt084516
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0629940
IRS990/TotalFunctionalExpensesGrp/TotalAmt0714456
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt091624
IRS990/TotalLiabilitiesEOYAmt02831
IRS990/TotalLiabilitiesGrp/BOYAmt091624
IRS990/TotalLiabilitiesGrp/EOYAmt02831
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0457219
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0424552
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0629940
IRS990/TotalReportableCompFromOrgAmt065286
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0819
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0681789
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0548843
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0427383
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0457219
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0424552
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01121
IRS990/VotingMembersIndependentCnt01121
IRS990/WebsiteAddressTxt0WWW.HCEA1.ORG
IRS990/WhistleblowerPolicyInd0true
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN LINER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04234859535
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAMILTON COUNTY EDUCATION ASSOC INC
ReturnHeader/Filer/BusinessNameControlTxt0HAMI
ReturnHeader/Filer/EIN0620929459
ReturnHeader/Filer/USAddress/AddressLine1Txt04655 SHALLOWFORD ROAD
ReturnHeader/Filer/USAddress/CityNm0CHATTANOOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037411
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453544839
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHERRELL RUTHERFORD & SHELLEY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04513 HIXSON PIKE SUITE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HIXSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0373435039
ReturnHeader/PreparerPersonGrp/PhoneNum04238756565
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PERRY T SHERRELL CPA
ReturnHeader/ReturnTs02016-10-25T10:47:29-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$427,383
Liabilities
$2,831
Net assets
$424,552
Revenue
$681,789
Expenses
$714,456
Net income
-$32,667
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$0.67$0.66$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.37$0.70$0.69$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$0.64$0.72$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.59$0.48$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.01$0.35$0.59$0.67$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.42$0.68$0.71$0.03
2015Summary only. Only limited summary data is available for this year.$0.55$0.09$0.46$0.62$0.65$0.02
2014Summary only. Only limited summary data is available for this year.$0.48$0.00$0.48$1.00$0.99$0.02
2013Summary only. Only limited summary data is available for this year.$0.47$0.01$0.47$1.03$1.01$0.01
2012Summary only. Only limited summary data is available for this year.$0.46$0.01$0.45$1.09$1.08$0.01
2011Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$1.13$1.14$0.01