Civic Intelligence

Warren W Eukel Teachers Trust

990EZ • Fiscal year 2017 • EIN 68-0273542

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

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

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-76%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

25th percentile

-13%

Faster asset growth than 25% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$85,341

Down $13,319 (-13%) from 2016

Net Assets

Down

$83,164

Down $13,146 (-14%) from 2016

Liabilities

Down

$2,177

Down $173 (-7.4%) from 2016

Revenue

Down

$17,244

Down $4,455 (-21%) from 2016

Expenses

Down

$30,390

Down $276 (-0.9%) from 2016

Net Income

Down

-$13,146

Down $4,179 (-47%) from 2016

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

2017

Assets$85,341
Liabilities$2,177
Net Assets$83,164

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

2017

Revenue$17,244
Expenses$30,390
Net Income-$13,146
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$48,350
Mission and Program Overview

Mission

Foster excellence in education

Program Services

DescriptionGrantsExpenses
In 2017, the organization paid out the grants to the three outstanding teachers selected in 2017 as award winners.$390-
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
2017 awards dinner and fundraiser$20,470$10,100$9,209$891
Total Events$20,470$10,100$31,106$-21,006
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
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Moore and Baker Llp
Address
1801 N CALIFORNIA BLVD STE 101, WALNUT CREEK, CA 94596-4133
Preparer
James M Greenwald
Phone
9259336722
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 2017 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: Suzanne J. Fischer | Donee's Address: 54 Picasso Ct Pleasant Hill CA 94523 | Relationship of Donee: One of three 2017 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: Sarah Lovick | Donee's Address: 1862 Claire Ct Concord CA 94519 | Relationship of Donee: One of three 2017 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: Kalyan A. Balaven | Donee's Address: 1033 Emerald Terrace Union City CA 94587 | Relationship of Donee: One of three 2017 grants | Cash Amount Given: $10000

Other Expenses.1

Website $200

Other Expenses.2

Other expenses $190

Other Assets.1006

Pledges and Grants Receivable - Beginning $14077 Pledges and Grants Receivable - Ending $24690

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $2350 Accounts Payable and Accrued Expenses - Ending $2177

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 2017 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: Suzanne J. Fischer | Donee's Address: 54 Picasso Ct Pleasant Hill CA 94523 | Relationship of Donee: One of three 2017 grants | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Class of Activity: Outstanding teacher award | Donee's Name: Sarah Lovick | Donee's Address: 1862 Claire Ct Concord CA 94519 | Relationship of Donee: One of three 2017 grants | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Class of Activity: Outstanding teacher award | Donee's Name: Kalyan A. Balaven | Donee's Address: 1033 Emerald Terrace Union City CA 94587 | Relationship of Donee: One of three 2017 grants | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Website $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other expenses $190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Pledges and Grants Receivable - Beginning $14077 Pledges and Grants Receivable - Ending $24690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Payable and Accrued Expenses - Beginning $2350 Accounts Payable and Accrued Expenses - Ending $2177
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1001
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel E Birkhaeuser
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director/Presid
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WARREN W EUKEL TEACHER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WARR
ReturnHeader/Filer/EIN0680273542
ReturnHeader/Filer/PhoneNum09259450200
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ReturnHeader/PreparerPersonGrp/PhoneNum09259336722
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James M Greenwald
ReturnHeader/ReturnTs02018-11-14T05:03:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2017Detailed filing. Detailed filing data is available for this year.$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