Civic Intelligence

Warren W Eukel Teachers Trust

990EZ • Fiscal year 2018 • EIN 68-0273542

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 09, 2020

2125 Oak Grove RoadWalnut Creek, CA 94598

(925) 945-0200

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

1st percentile

-1712%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

13th percentile

-36%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-90%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$54,413

Down $30,928 (-36%) from 2017

Net Assets

Down

$54,413

Down $28,751 (-35%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$1,679

Down $15,565 (-90%) from 2017

Expenses

Up

$30,430

Up $40 (+0.1%) from 2017

Net Income

Down

-$28,751

Down $15,605 (-119%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $110,521Liabilities 2010: $02010Assets 2011: $103,684Net Assets 2011: $103,6842011Assets 2012: $126,823Net Assets 2012: $126,8232012Assets 2013: $115,095Net Assets 2013: $115,0952013Assets 2014: $107,699Net Assets 2014: $107,6992014Assets 2015: $105,277Liabilities 2015: $02015Assets 2016: $98,660Liabilities 2016: $2,350Net Assets 2016: $96,3102016Assets 2017: $85,341Liabilities 2017: $2,177Net Assets 2017: $83,1642017Assets 2018: $54,413Net Assets 2018: $54,4132018Assets 2019: $27,563Liabilities 2019: $2,303Net Assets 2019: $25,2602019Assets 2020: $46,081Liabilities 2020: $2,303Net Assets 2020: $43,7782020Assets 2021: $57,268Net Assets 2021: $57,2682021Assets 2022: $58,102Net Assets 2022: $58,1022022Assets 2023: $11,227Liabilities 2023: $02023Assets 2024: $10,232Net Assets 2024: $10,2322024

Highlighted filing

2018

Assets$54,413
Liabilities-
Net Assets$54,413

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $42,330Expenses 2010: $32,870Net Income 2010: $9,4602010Revenue 2011: $26,140Expenses 2011: $32,977Net Income 2011: -$6,8372011Revenue 2012: $54,693Expenses 2012: $31,554Net Income 2012: $23,1392012Revenue 2013: $21,624Expenses 2013: $33,352Net Income 2013: -$11,7282013Revenue 2014: $25,369Expenses 2014: $32,765Net Income 2014: -$7,3962014Revenue 2015: $29,268Expenses 2015: $31,690Net Income 2015: -$2,4222015Revenue 2016: $21,699Expenses 2016: $30,666Net Income 2016: -$8,9672016Revenue 2017: $17,244Expenses 2017: $30,390Net Income 2017: -$13,1462017Revenue 2018: $1,679Expenses 2018: $30,430Net Income 2018: -$28,7512018Revenue 2019: $1,635Expenses 2019: $30,788Net Income 2019: -$29,1532019Revenue 2020: $18,789Expenses 2020: $271Net Income 2020: $18,5182020Revenue 2021: $11,314Expenses 2021: $127Net Income 2021: $11,1872021Revenue 2022: $1,453Expenses 2022: $619Net Income 2022: $8342022Revenue 2023: $26,563Expenses 2023: $73,438Net Income 2023: -$46,8752023Revenue 2024: $0Expenses 2024: $995Net Income 2024: -$9952024

Highlighted filing

2018

Revenue$1,679
Expenses$30,430
Net Income-$28,751
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 9, 2020
Return Version
2018v3.1
Gross Receipts
$43,197
Mission and Program Overview

Mission

Foster excellence in education

Program Services

DescriptionGrantsExpenses
In 2018, the organization paid out the grants to the three outstanding teachers selected in 2018 as award winners.$430-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linus EukelDirectorPT$0--
Edward CaseyDirector-$0--
David MillsDirector-$0--
Alan R PlutzikDirector/TreasPT$0--
Paul F MahlerSecretary-$0--
James GreenwaldDirector-$0--
Megan TootellDirector-$0--
Otis McCainDirector-$0--
Daniel E BirkhaeuserDirector/PresidPT$0--
Mary Ann BenedettiDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2018 awards dinner and fundraiser$24,447$12,024$7,537$4,487
Total Events$24,447$12,024$41,518$-29,494
Filing and Contact Details

Filer

Filer Name
Warren W Eukel Teacher Trust
EIN
68-0273542
Phone
9259450200
Address
2125 Oak Grove Road, Walnut Creek, CA 94598

Signing Officer

Name
Daniel E Birkhaeuser
Title
Director/Presid
Signed
2020-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Cca Llp
Address
2300 Contra Costa Blvd Suite 220, Pleasant Hill, CA 94523-3966
Preparer
William A Coates CPA
Phone
9256852911
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - PART III- STATEMENTS ABOUT ACTIVITIES- LINE 4 =============================================The Warren W. Eukel Teacher Trust was formed to foster excellence ineducation. To accomplish this, the trust makes annual awards tooutstanding teachers in Contra Costa County, California. Theselection process for the 2018 awards consisted of personal contactwith principals and Parent Teacher Associations of area schools, whoin turn made recommendations of one or more teachers for an award. Theteachers were then asked to respond to a series of questions, and theresponses were reviewed by a nominating committee drawn from theTrust's Board of Directors. The committee selected ten nominees forpersonal interviews, and from these interviews, three persons wereselected to receive an award. Throughout the process, the Committee isseeking teachers who, in addition to academic excellence, have takenextra steps to achieve student-oriented growth, results or nurturing.

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: Outstanding teacher award | Donee's Name: Trina Bradshaw | Donee's Address: 1497 Loring Way Brentwood CA 94513 | Relationship of Donee: One of three 2018 grants | Cash Amount Given: $10000

Grants and Similar Amounts Paid In Excess of $5,000.2

Class of Activity: Outstanding teacher award | Donee's Name: Erik Radkiewicz | Donee's Address: 7425 Outlook Avenue Oakland CA 94605 | Relationship of Donee: One of three 2018 grants | Cash Amount Given: $10000

Grants and Similar Amounts Paid In Excess of $5,000.3

Class of Activity: Outstanding teacher award | Donee's Name: Todd Bauleke | Donee's Address: 3254 Beechwood Drive Lafayette CA 94549 | Relationship of Donee: One of three 2018 grants | Cash Amount Given: $10000

Other Expenses.1

Other expenses $330

Other Expenses.2

POSTAGE $100

Other Assets.1006

Pledges and Grants Receivable - Beginning $24690 Pledges and Grants Receivable - Ending $10000

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $2177 Accounts Payable and Accrued Expenses - Ending $0

Raw XML Appendix190 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - PART III- STATEMENTS ABOUT ACTIVITIES- LINE 4 =============================================The Warren W. Eukel Teacher Trust was formed to foster excellence ineducation. To accomplish this, the trust makes annual awards tooutstanding teachers in Contra Costa County, California. Theselection process for the 2018 awards consisted of personal contactwith principals and Parent Teacher Associations of area schools, whoin turn made recommendations of one or more teachers for an award. Theteachers were then asked to respond to a series of questions, and theresponses were reviewed by a nominating committee drawn from theTrust's Board of Directors. The committee selected ten nominees forpersonal interviews, and from these interviews, three persons wereselected to receive an award. Throughout the process, the Committee isseeking teachers who, in addition to academic excellence, have takenextra steps to achieve student-oriented growth, results or nurturing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Outstanding teacher award | Donee's Name: Trina Bradshaw | Donee's Address: 1497 Loring Way Brentwood CA 94513 | Relationship of Donee: One of three 2018 grants | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Class of Activity: Outstanding teacher award | Donee's Name: Erik Radkiewicz | Donee's Address: 7425 Outlook Avenue Oakland CA 94605 | Relationship of Donee: One of three 2018 grants | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Class of Activity: Outstanding teacher award | Donee's Name: Todd Bauleke | Donee's Address: 3254 Beechwood Drive Lafayette CA 94549 | Relationship of Donee: One of three 2018 grants | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other expenses $330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5POSTAGE $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Pledges and Grants Receivable - Beginning $24690 Pledges and Grants Receivable - Ending $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Payable and Accrued Expenses - Beginning $2177 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1001
ReturnHeader/BuildTS02020-09-22 18:59:49Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel E Birkhaeuser
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director/Presid
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WARREN W EUKEL TEACHER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WARR
ReturnHeader/Filer/EIN0680273542
ReturnHeader/Filer/PhoneNum09259450200
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02300 Contra Costa Blvd Suite 220
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945233966
ReturnHeader/PreparerPersonGrp/PhoneNum09256852911
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William A Coates CPA
ReturnHeader/ReturnTs02020-07-31T13:35:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.10$0.00$0.01$0.01
2023Summary only. Only limited summary data is available for this year.$0.11$0.00$0.27$0.73$0.47
2022Detailed filing. Detailed filing data is available for this year.$0.58$0.58$0.01$0.01$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.57$0.11$0.00$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.02$0.44$0.19$0.00$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.02$0.25$0.02$0.31$0.29
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.02$0.30$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.02$0.83$0.17$0.30$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.02$0.96$0.22$0.31$0.09
2015Summary only. Only limited summary data is available for this year.$1.05$0.00$0.29$0.32$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.08$1.08$0.25$0.33$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.15$1.15$0.22$0.33$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$1.27$0.55$0.32$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$1.04$0.26$0.33$0.07
2010Summary only. Only limited summary data is available for this year.$1.11$0.00$0.42$0.33$0.09